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Informa

08:00 09:00 (60 mins)

Main agenda

Registration and Morning Coffee

08:00 09:00 (60 mins)

Main agenda

LP Breakfast Meeting

  • Endowments vs Pension Funds – Differences in Return Targets and Risk Appetite
  • The Rise of the Family Office – Exploring the Investment Strategies and Approaches to Private Equity
  • Evolution of Sovereign Wealth Funds – Next Decade of Defining Trends and Rising Influence
  • Facilitators Heinz Blennemann - Principal, Blennemann Family Investments
  • Joncarlo Mark - Founder & Managing Member/ Trustee, University of California, Davis Foundation , Upwelling Capital Group
  • Yup Kim - Senior Portfolio Manager, Special Opportunities, Alaska Permanent Fund Corporation

09:00 09:05 (5 mins)

Main agenda

Chair’s Opening Remarks

  • Tim Foster - Principal - Private Equity, SBI

09:05 09:20 (15 mins)

Main agenda

The Global Operating Environment For Investors In 2017: Challenges And Opportunities

  • Gary Schlossberg - Senior Economist , Wells Capital Management

09:20 10:00 (40 mins)

Main agenda

Exploring the Macroeconomic Determinants of Private Equity Investment

  • Navigating the post-election environment and managing the impact of the new administration and policies on the US equity market
  • Deteriorating infrastructure, wage stagnation, rising income inequality, elevated pension and medical costs, as well as large current account and government budget deficits on the radar for PE practitioners
  • Disruptive competitive, technological and other important shifts affecting the industry
  • Globalisation of the Private Equity and Venture Capital asset class
  • Valuations: How fair are they and how do you ensure transparency and consistency in portfolio company valuations?
  • Moderator Faraz Shooshani - Managing Director, Senior Private Markets Consultant , Verus Investments
  • Panellists Andrew Zatlin - Founder, SouthBay Research
  • Bronwyn Bailey - Vice President, American Investment Council
  • Russell Deakin - Managing Partner, Director of Investments & Advisory services, Aceana Group

10:00 10:20 (20 mins)

Main agenda

Connecting the Dots: A Survey of Disruptive Innovation Across Adjacent Industries and What We Can Learn From It

  • Brad Grossman - Founder; Renowned Trends and Disruptive Innovation Expert, Zeitguide

10:20 11:00 (40 mins)

Main agenda

GPs on Deal Making

  • How can GPs ensure a steady deal flow, and what strategies are GPs deploying?
  • What are the implications of the significant increase in fundraising activity
  • What are realistic return expectations for Private Equity and Venture Capital?
  • Moderator Scott Marden - Managing Partner and Co-Founder, CIP Capital
  • Panellists Pamela Hendrickson - Chief Operating Officer, Riverside Company
  • Terrence Mullen - Co-founder & Partner, Arsenal Capital Partners
  • Marco De Benedetti - Managing Director, The Carlyle Group
  • James Snyder - Partner, Hammond, Kennedy, Whitney & Company, Inc.

11:00 11:25 (25 mins)

Main agenda

Networking Break

11:25 11:45 (20 mins)

Main agenda

LPs on Capital Deployment

  • Identify hidden vulnerabilities and unseen potential of the deals LPs are considering
  • Evaluating risk-reward exposure across the entire portfolio
  • How are LPs deploying record distributions and excess capital in today’s market
  • Interviewer Olaf Neubert - Managing Director, TopCap Partners
  • Speakers Paul Yett - Managing Director, Investment Committee, Hamilton Lane
  • Ferdinand Seibert - Managing Director, Head of Private Equity, Zurich Alternative Asset Management

11:45 12:15 (30 mins)

Main agenda

Investing in Innovative and Uncorrelated Private Strategies

  • Why invest in innovative and uncorrelated strategies?
  • What are the challenges of going off-the-beaten-path?
  • What are current investment opportunities?
  • Moderator Heinz Blennemann - Principal, Blennemann Family Investments
  • Panellists David Wachter - Managing Director, W Capital Partners
  • Agustin Araya - Partner , Cordillera Investment Partners
  • Susan McAndrews - Partner, Pantheon Ventures
  • Brian Rich - Managing Partner, Catalyst Investors

12:15 12:45 (30 mins)

Main agenda

Asset Allocation and Access

  • What are the Best Practices for LPs Accessing Funds?
  • How Can LPs Improve Their Processes for Finding Assets?
  • Moderator Bronwyn Bailey - Vice President, American Investment Council
  • Panellists Eric Albertson - Senior Investment Director , SL Capital Partners (US) Limited
  • Gordon Hargraves - Partner, Private Advisors
  • Daryl Brown - Director, Dupont Capital Management

12:45 14:00 (75 mins)

Main agenda

Networking Lunch Break

14:00 14:00 (0 mins)

Track A: Co-Investments

Track A - Co-investments

  • Track Chairman Marc der Kinderen - Managing Partner , 747 Capital

14:00 14:00 (0 mins)

Track B: Investment Strategies

Track B - Investment Strategies

  • Vince O'Brien - Chairman, Quest Fund Placement

14:00 14:00 (0 mins)

Track C: Venture & Tech

Track C - Venture & Tech

  • Track Chairman David York - CEO & Managing Director, Top Tier Capital Partners

14:00 14:15 (15 mins)

Track B: Investment Strategies

Stars, Skews, & Skills in Private Equity

New Research to Help Identify the Industry’s True Outperformers

  • Speaker Avi Turetsky - Chief Operating Officer, Riverside Europe Fund, Riverside Europe Partners

14:00 14:15 (15 mins)

Track C: Venture & Tech

Number Crunch: Analysing the Recent Performance of US Venture Capital Market and Quantifying VC Ecosystem

  • Felice Egidio - Head of Venture Capital, Preqin

14:00 14:15 (15 mins)

Track A: Co-Investments

Research Data Presentation: Returns of Co-investment FundsS

  • Speaker Andrew Beaton - Managing Director, Capital Dynamics

14:15 15:00 (45 mins)

Track A: Co-Investments

What is an LP Appetite for Co-Investing?

  • What are the key investment objectives LPs are looking to achieve through co-investments?
  • LPs’ Methods of Accessing Co-Investment Opportunities
  • What investment capabilities are required to successfully implement a co-investment program?
  • Moderator Alex Gumer - Vice President, Unigestion
  • Panellists Trey Hart - Senior Vice President, Northern Trust
  • Chason Beggerow - Managing Director, Pavilion Alternatives Group
  • Ken Wallace - Managing Director, Industry Ventures

14:15 15:00 (45 mins)

Track C: Venture & Tech

Examining the Latest Technological Innovations and Investment Opportunities in the Tech Sector

  • Moderator Eric Benhamou - Founder & General Partner, Benhamou Global Ventures
  • Panellists Alex Rosen - Managing Director, IDG Ventures
  • Ben Black - Managing Director, Akkadian Ventures LLC
  • Rajeev Madhavan - Founder and General Partner, Clear Ventures

14:15 15:00 (45 mins)

Track B: Investment Strategies

Growth Equity Investing

  • Moderator Scott Potter - Managing Partner, San Francisco Equity Partners
  • Panellists Shawn O'Neill - Managing Director and Group Head, Silver Lake Waterman
  • Jeffrey Jay - Senior Managing Director, Great Point Partners
  • Vic Parker - Managing Director, Spectrum Equity
  • Jeff Horing - Founder, Insight Venture Partners

15:00 15:30 (30 mins)

Track C: Venture & Tech

Step-by-Step Guide on Raising Strategic/Corporate Venture Funding

  • Moderator Steve Brotman - Managing Partner , Alpha Venture Partners
  • Panellists Eric Benhamou - Founder & General Partner, Benhamou Global Ventures
  • Julia Winterson - Director, Investments, Dignity Health
  • Vibhor Rastogi - Director, Intel Capital

15:00 15:30 (30 mins)

Track B: Investment Strategies

Private Equity an Venture Capital Opportunities in Emerging Markets

Exploring the Recent Developments in Asia, Latin America, Middle East and  Africa 

  • Moderator Anderson Thees - Managing Partner, Redpoint eventures
  • Scott McDonough - Managing Director, Alta Growth Capital
  • Rajesh Pai - Managing Director, Global Environment Fund
  • Gerhard Pries - Managing Partner & Chief Executive Officer, Sarona Asset Management

15:00 15:30 (30 mins)

Track A: Co-Investments

Identifying and Mitigating the Key Co-Investment Risks

  • How are Adverse Selection, Illiquidity and Concentration Risks Quantified and Managed?
  • How Are Potential Conflicts of Interest Identified and Tackled?
  • Leading Practices for Mitigating Compliance Risks
  • Moderator Jamey Spencer - Managing Director, Cambridge Associates
  • Panellists Matt Diestel - Vice President, QIC Global Private Equity
  • Nan Zheng - Senior Vice President, CDIB Capital Investment
  • Joel Hwang - Vice President, HarbourVest Partners LLC

15:30 16:00 (30 mins)

Main agenda

Networking Break

16:00 16:30 (30 mins)

Track B: Investment Strategies

Impact Investing

  • Moderator Bronwyn Bailey - Vice President, American Investment Council
  • Panellists Jill Daniel - Co-Founder and Managing Director , Estuary Capital Partners
  • Jonathan Firestein - Managing Director , Ascent Private Capital Management of U.S. Bank
  • Carol Jeppesen - Senior US Network Manager, UN PRI

16:00 16:30 (30 mins)

Track A: Co-Investments

Benchmarking: Understanding Which Fund Managers Would Make Good Co-investment Managers?

  • Moderator Leon Kuan - Managing Partner, Fisher Lynch Capital
  • Panellists Cari Lodge - Managing Director, Commonfund Capital
  • Enmi Kendall - Co-Founder, General Partner, Healthy Ventures
  • Stephen Wesson - Managing Director & Head of Global Private Equity, HQ Capital

16:00 16:30 (30 mins)

Track C: Venture & Tech

Mega Rise of Micro VCs

  • Analysing Micro vs. traditional fund performance
  • Identify and overcoming challenges Micro VCs are facing today
  • What are the keys to investing in Micro VC funds?
  • Moderator Clint Korver - Partner, Ulu Ventures
  • Panellists Evan Darr - Partner, Invesco Private Capital Inc
  • Cindy Padnos - Founder & Managing Partner, Illuminate Ventures
  • Lu Zhang - Founding Partner, NewGen Capital

16:30 17:00 (30 mins)

Track C: Venture & Tech

AI Technology Innovation on the Rise

  • Moderator Gustavo Alberelli - Managing Director and Co-founder, Sunstone Partners
  • Panellists Ryan Armbrust - Managing Director, ff Venture Capital
  • Chris Farmer - Founder & Chief Executive Officer, SignalFire
  • Steve Kuyan - Managing Director, NYU Future Labs

16:30 17:00 (30 mins)

Track B: Investment Strategies

Private Credit Market Overview

  • Moderator Jonathan Bergman - Managing Director, TAG Associates
  • Panellists Jeffrey Levin - Managing Director, The Carlyle Group
  • Manuel Henriquez - Founder, Chairman & CEO , Hercules Capital
  • Tingting Zhang - Founder & President , Terra Cotta Group

16:30 17:00 (30 mins)

Track A: Co-Investments

A Complete Guide to Structuring the Co-investment Deal

  • Moderator Martin Day - Partner, Caledon Capital Management
  • Panellists Christian Zabbal - Managing Director, SpringPoint Capital
  • Adam Clemens - Managing Director, Portfolio Advisors LLC
  • Marc der Kinderen - Managing Partner , 747 Capital

17:00 17:20 (20 mins)

Track C: Venture & Tech

An LP Outlook on Investing in Venture and Tech

  • Investor attitude and appetite for venture capital: key drivers and concerns
  • What are LPs’ crucial considerations for capital allocation?
  • Investing in emerging managers
  • Benchmark performance and due diligence
  • What do LPs perceive as the most lucrative sectors to invest in?
  • Allocation of capital towards a tech portfolio
  • Speaker Brian Pope - Director of Alternative Investments, Barings

17:00 17:20 (20 mins)

Track B: Investment Strategies

Niche Secondary Strategies

Specialized Secondary Funds, Real Estate Secondary Funds and Direct Secondaries. What Niche Strategies Are Available In The Secondaries Market In Specialized Funds?

  • Speaker Mark Benedetti - Co-head, Ardian US

17:00 17:20 (20 mins)

Track A: Co-Investments

Mechanisms of Venture Capital and Growth Equity Co-Investment Networks

Evolution and Performance Implications

  • Brian Smiga - Partner, Alpha Venture Partners

17:00 17:10 (10 mins)

Main agenda

Track Chair’s Closing Remarks

18:00 20:00 (120 mins)

Main agenda

Networking Drinks Reception

19:30 19:30 (0 mins)

Main agenda

End of Day 1