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Showing of Streams
Showing of Streams
10:50 - 11:20

Networking break

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Showing of Streams
13:10 - 14:10

Networking lunch break

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Showing of Streams
Showing of Streams
16:20 - 16:25
End of SuperReturn US West 2019

End of SuperReturn US West 2019

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08:00 - 08:55 55 mins
Info
LP Only
LP breakfast meeting
  • Session Leader Maurice Gordon - Senior Managing Director & Head of Private Equity, Guardian Life Insurance

When co-investing goes wrong: sharing ideas for better co-investment practice

By invitation only

Open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification

NO PRESS

08:30 - 08:55 25 mins
Day 2
Registration
08:55 - 09:00 5 mins
Day 2
Chair’s opening remarks
  • Chair Timothy Cunningham - President, Touchstone Group
09:00 - 09:30 30 mins
Info
Day 2
The Eagle and the Dragon: how is PE affected by the US Government’s trade stance with China?
  • Jerry Nickelsburg - Adjunct Professor of Economics, Director & Senior Economist, UCLA Anderson Forecast, Anderson School of Management, UCLA

Why is China such a critical market for the US? What is the rationale behind current Government policy? How has trade affected underlying businesses? Which portfolio companies are most affected by the disputes? What strategies should be considered?

09:30 - 10:10 40 mins
Info
Day 2
Responding to uncertainty: how can investors create stability?
  • Moderator Tracy Fong - Managing Director, SVB Capital
  • Panellist Steven Hartt - Principal, Meketa Investment Group
  • Hans Tung - Managing Partner, GGV Capital
  • Marc Chandler - Managing Partner & Chief Market Strategist, Bannockburn Global Forex, LLC

Where do investors on both sides of the Pacific want to invest? Which sectors to avoid; How are currency controls and transfer fees being affected? How to mitigate currency risk; Has the US/China relationship changed fundamentally?

10:10 - 10:50 40 mins
Info
Day 2
Finding the best and the rest: how to spot the future top-quartile GP
  • Moderator Joncarlo Mark - Founder & Managing Member, Upwelling Capital Group
  • Panellists Dory Wiley - President & CEO, Commerce Street Capital
  • Maurice Gordon - Senior Managing Director & Head of Private Equity, Guardian Life Insurance
  • Trevor C. Rich - Partner, Lovell Minnick Partners

What makes high-potential GPs stand out from the crowd? What team backgrounds, strategies or processes can help a GP move from a mid-performer to top-quartile performer? What are some red flags to watch out for during a GP fund pitch? How are GPs on the East coast performing versus GPs from other parts of the US and can the location of a GP affect its performance?

10:50 - 11:20 30 mins
Networking break
11:20 - 11:45 25 mins
Day 2
Navigating the US Government policy changes on trade with China, technology and climate change
  • Solo Presentation John Duncan - Principal, Meridian Research Group
11:45 - 12:30 45 mins
Info
Day 2
Trade insights: where is overseas demand coming from?
  • Solo Presentation & Panellist Michael A. Keenan - Director of Planning & Strategy, Port of LA
  • Moderator DJ Peterson - President, Longview Global Advisors
  • Panellists Bradford Rossi - Partner, Sole Source Capital
  • Timothy Meyer - Co-founder and Managing Partner, Angeles Equity

Trade volume per commodity; Price changes; Demand by volume, type, and region.

How will trade disputes affect the demand for certain assets and commodities? How to decide when to move a supply chain? Do currency fluctuations negate certain tariffs?

12:30 - 12:40 10 mins
Info
Day 2
On the horizon: where are the best overseas investment opportunities?
  • Russell Deakin - Managing Partner-Director of Investments and Advisory Services , Providence Private Markets & Aceana Group - ‎Aceana Group

What are the latest economic indicators showing and how will this impact investment and capital flows? What opportunities are there in Latin America? What does it take to drive Alpha in a volatile market?

12:40 - 13:10 30 mins
Info
Day 2
Focus on Brazil
  • Moderator Neil Banta - Managing Director, Albright Capital
  • Panellists Sebastián Popik - Management Partner, Aqua Capital
  • Álvaro Gonçalves - Managing Partner, Stratus Group
  • Steve Cowan - Managing Director & Co-Founder, 57 Stars

Given the outcome of the recent election in Brazil, what investment opportunities could open up in the country?

13:10 - 14:10 60 mins
Networking lunch break
14:10 - 14:40 30 mins
Info
Day 2
“Would you like a side of kale with that?” – why is agriculture a profitable market?
  • Moderator Amit Sridharan - Director, US  Venture Investments & Partnerships,, Mahindra Partners
  • Panellists Christopher Bryan - Managing Partner & Founder, Highland Avenue Capital Partners LLC
  • Ben Belldegrun - Managing Partner, Pontifax AgTech
  • Jim Gasperoni - Co-Head of Real Assets, Aberdeen Standard Investments

How has agriculture grown as an investment opportunity? Why is the West Coast such a good place for agriculture? What are the technologies that make specialty agriculture so innovative?

14:40 - 15:10 30 mins
Info
Day 2
The rise of the machines: how is tech disrupting the PE industry?
  • Moderator Steven Hartt - Principal, Meketa Investment Group
  • Panellists David Fishman - Head of Investment Team, Vector Capital
  • Peter Spasov - Partner, Marlin Equity Partners
  • Doug Manor - Principal, NB Private Equity, Neuberger Berman

How is the technology mega-fund disrupting the PE industry and tech ecosystem?

How to spot an overvalued tech investment

What asset classes or geographies will be most impacted?

What strategies are you putting in place?

How are LPs are looking at tech disruption, particularly in the context of current valuations?

15:10 - 15:40 30 mins
Info
Day 2
Choosing between going direct or co-investing: what are the options?
  • Moderator Joshua Liebow - Managing Director, John Hancock
  • Panellists Bruce Lipian - Co-Founder & Managing Director, StoneCreek Capital
  • Kent Kirkpatrick - Managing Director, Private Investments, Alberta Teachers' Retirement Fund
  • Carey Kim - Managing Director, Cherng Family Trust

What informs LP decisions to go direct or co-invest? Are GPs being consistent and following through with a strategy? Is direct investing and the cost saving of not using a GP worth it?

15:40 - 16:10 30 mins
Info
Day 2
Technology spotlight
  • Automation Leader Nicolai Wadstrom - Founder, CEO & Managing Partner, Bootstraps Labs
  • Artificial Intelligence & Hardware Aymerik Renard - General Partner, Hardware Club
  • Blockchain Leader Venktesh Shukla - General Partner, Monta Vista Capital
  • VR and AR Peter Liu - Vice President, Pritzker Group

Rotating roundtable presentations and Q&A examining the most influential technologies; what they are, what makes them important, and how to invest - 10 minutes on each topic then delegates change table

  • Automation - How does it work, and how do I invest?
  • Artificial Intelligence & Hardware - How can it be used, and how do I invest?
  • Blockchain - How does it work, and how do I invest?
  • VR and AR - How does it work, and how do I invest?
15:40 - 16:20 40 mins
Info
LP Only
What does future technology mean for the future of investing?
  • Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania

LP Only

Closed door discussion. 

Run under the Chatham House Rule. Interacitve discussion encouraged. Places are limited.

16:20 - 16:25 5 mins
End of SuperReturn US West 2019