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Informa
Feb 14
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8:00am - 8:45am 45 mins
Main agenda
LP breakfast meeting
  • Facilitators Heinz Blennemann - Principal, Blennemann Family Investments
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By Invitation Only

Open to pre-qualified DFIs, Endowments, Foundations, Insurance Companies, Pension Funds, Single Family Offices and Sovereign Wealth Funds

Topic under discussion:

LPs on mitigating geopolitical risks

  • Evaluating Black-swan risks: threatening nuclear war, discarding trade agreements, swelling market valuations 
  • Have markets priced in these risks?
  • Should LPs and GPs carry-on with investing as usual?
  •  Should long term investors have rainy-day plans?
8:15am - 9:00am 45 mins
Main agenda
Registration
9:00am - 9:30am 30 mins
Main agenda
Valentine’s day LP/GP speed networking
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In the spirit of the holiday, we are letting the sparks fly! Make connections and find a perfect match amongst your industry peers. Sign up at the registration desk

9:30am - 9:35am 5 mins
Main agenda
Chair’s opening remarks
  • Chair Thomas Wisniewski - Partner, RosePaul Investments 
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9:35am - 10:10am 35 mins
Main agenda
How committed are you? Views on impact investing and ESG
  • Moderator Brian Smiga - Partner, Alpha Venture Partners
  • Panellists Miguel Luiña - Principal, Hamilton Lane
  • Thomas Wisniewski - Partner, RosePaul Investments 
  • Ryan Craig - Managing Director, University Ventures
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Impact investing and ESG: aligning financial, social and environmental goals

10:10am - 10:30am 20 mins
Main agenda
A winning sector strategy: a spotlight on sector-focused investments
  • Speaker Gordon Hargraves - Partner, Private Advisors
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Measuring the results of sector-focused investments. Defining the right sector strategy, identifying and overcoming common pitfalls. Sector-focused versus generalist private equity funds – who is generating better returns? 

10:30am - 11:00am 30 mins
Main agenda
Hottest sectors: roundtable discussions
  • Facilitators Jeffrey Jay - Senior Managing Director, Great Point Partners
  • Asher Troppe - CEO and Co-founder, Tress Capital
  • Scott Potter - Managing Partner, San Francisco Equity Partners
  • Joncarlo Mark - Founder & Managing Member/ Trustee, University of California, Davis Foundation , Upwelling Capital Group
  • Cedric Lucas - Director, Energy & Infrastructure, KKR
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Table 1: Healthcare: The strategies and subsectors driving strong PE returns in Healthcare: risks and opportunities for LPs

While health care private equity returns have generated lots of alpha for managers, there is still an enormous dispersion of returns among firms and subsectors.  So what drives the outperformance?  What are the risks and opportunities for LPs going forward?

Table 2: Infrastructure

Evaluating infrastructure risk: the cause and effect of today’s macro environment in the infrastructure sector

With discussion around the Administration’s proposed infrastructure spending plan in the U.S., how does this impact the way investors think about the sector? Does the spending plan potentially improve returns? Where does the regulatory environment come into consideration? Finally, what is the best approach to generating outsized social and economic alpha in today’s macro environment?

Table 3: Energy and renewables

Has clean energy become a more attractive investment than tradition energy? Grid Parity – clean energy vs. carbon-based energy

Table 4: Cannabis: How to position: Investment approaches, pitfalls, risk and opportunities

With the legal cannabis sector well into global expansion, we discuss the state of the market, investment approaches, risks and opportunities, pitfalls to avoid, and ways for LP’s to position in a sound and prudent manner to generate outsized social and economic alpha

Table 5: Retail and Consumer: Opportunities and pitfalls in a rapidly evolving consumer and retail investment landscape

While there have been numerous recent high multiple exits in the consumer/retail sector, the landscape is changing rapidly.  What consumer subsectors will drive the next wave of attractive exits? How should consumer investors think about the “Amazon effect”?  With a wave of new consumer PE entrants, what strategies will drive the best returns?


11:00am - 11:30am 30 mins
Main agenda
Networking break
11:30am - 12:00pm 30 mins
Main agenda
How is blockchain set to change VC investing?
  • Bart Stephens - Founder and Managing Partner, Blockchain Capital
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What are potential applications of the technology that could have a significant impact on people’s day-to-day lives? An overview of VC funding in blockchain technology. Why do VCs invest in blockchain?

11:30am - 12:00pm 30 mins
Main agenda
The rise of evergreen funds
  • Facilitators Gail Guerin - Founder, Guerin Group
  • Scott Potter - Managing Partner, San Francisco Equity Partners
  • Bruce Ettelson - Partner, Kirkland & Ellis
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Boardroom discussion: Exploring alternative structures and customized partnerships 

12:00pm - 12:30pm 30 mins
Main agenda
Investing in public versus private markets
  • Speakers Julia Winterson - Director, Investments, Dignity Health
  • Ken Sawyer - Managing Director, Saints Capital
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Debate: Which strategy generate better returns and allows you to diversify your portfolio more effectively?

12:00pm - 12:30pm 30 mins
Main agenda
Succession planning in private equity
  • Facilitators Eric Benhamou - Founder & General Partner, Benhamou Global Ventures
  • Timothy Cunningham - President, Touchstone Group
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Boardroom discussion: The guide for preparing the next generation

12:30pm - 1:30pm 60 mins
Main agenda
Lunch & learn
  • Speaker Ronald Weissman - Chairman, Software SIG, Band of Angels
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Artificial Intelligence and the Intelligent Investor

1:30pm - 1:30pm 0 mins
Track A: Co-investments
Chairing remarks
  • Track Chair Gregory Lamb - Managing Partner, Alcazar Partners LLC
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1:30pm - 1:30pm 0 mins
Track B: International investing
Chairing remarks
  • Track Chair John Crocker - Alternative Investment Executive, Matinicus LLC
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1:30pm - 2:00pm 30 mins
Track A: Co-investments
What is LP appetite for co-investing?
  • Moderator John McCormick - Partner, Monument Group
  • Panellists Ken Wallace - Managing Director, Industry Ventures
  • Kevin McDowell - Managing Director, Alberta Teachers Retirement Fund
  • Brian Pope - Managing Director of Alternative Investments, Barings
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1:30pm - 2:00pm 30 mins
Track B: International investing
Big trouble in little China
  • Facilitators Sean O’Sullivan - Founder and Managing Director, SOSV
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Too hot to touch closed door session: Analysing the recent trends and a rapid global expansion of China’s PE and VC industry and its impact on U.S. deal makers

2:00pm - 2:30pm 30 mins
Track A: Co-investments
Mitigating the key risks and structuring an Ace co-investment deal
  • Moderator Andy Unanue - Managing Partner, AUA Private Equity Partners
  • Panellists Brian Nugent - Founding General Partner, Sway Ventures
  • Zach Jackson - Vice President, QIC Global Private Equity
  • Carlos Monfiglio - Co-Head Private Equity, State Street Global Advisors
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2:00pm - 2:30pm 30 mins
Track B: International investing
Are you brave enough for emerging and frontier markets?
  • Moderator Neil Banta - Managing Director, Albright Capita
  • Panellists Gerhard Pries - Managing Partner & Chief Executive Officer, Sarona Asset Management
  • Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • Rajesh Pai - Managing Director, Global Environment Fund
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Investing outside of the U.S: Analysing returns in emerging markets versus developed markets. Mitigating political and currency risks

2:30pm - 3:00pm 30 mins
Track A: Co-investments
Things you should understand about co-investment vehicle terms and conditions, a GP perspective
  • Adam Goodfriend - Chief Investment Officer, Alberleen Group
  • In conversation with Steve Brotman - Founder & Managing Partner, Alpha Venture Partners
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2:30pm - 3:00pm 30 mins
Track B: International investing
The changing landscape of European investing: what to expect
  • Cornelius Mueller - Research Director, Invest Europe
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Examining the latest trends in European fundraising and investing. Uncovering the key factors behind the recent developments and looking ahead to how the political and regulatory environment is set to shape the future of European investing.

3:00pm - 3:30pm 30 mins
Main agenda
Networking break
3:30pm - 4:00pm 30 mins
Track A: Co-investments
Benchmarking: which fund managers would make good co-investment partners?
  • Moderator: Brian Pope - Managing Director of Alternative Investments, Barings
  • Panellists: Adam Clemens - Managing Director, Portfolio Advisors LLC
  • Christopher Godfrey - Senior Partner, CEPRES GmbH
  • Whit Matthews - Senior Investment Manager, Aberdeen Asset Management
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3:30pm - 4:00pm 30 mins
Track B: International investing
Investing in Europe: opportunities as Brexit plays out and AIFMD in the new era
  • Moderator Paul Kwon - Senior Vice President, Private Equity, Unigestion
  • Panellists Nizam Azar - Managing Director, Silicon Valley Bank
  • David Lam - General Partner, Atlantic Bridge Capital
  • Caroline Schimmelbusch - Principal, GI Partners
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  • How do you “play” Europe today?
  • What strategy works best: buyout, debt or special situations?
  • Why are US firms venturing to Europe more frequently in search of new platform investments?
  • What are GPs doing to manage and mitigate FX exposure?

  • What to expect in the near future?

4:00pm - 4:30pm 30 mins
Track A: Co-investments
Fees for co-invest: what to pay and what not to pay
  • Facilitators John McCormick - Partner, Monument Group
  • Marc der Kinderen - Managing Partner, 747 CAPITAL
  • Adam Clemens - Managing Director, Portfolio Advisors LLC
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Too hot to touch closed door session: What do you pay for co-investments? What you should and shouldn’t pay.

4:00pm - 4:30pm 30 mins
Track B: International investing
Emerging markets: roundtable discussions
  • Facilitators Rajesh Pai - Managing Director, Global Environment Fund
  • Scott McDonough - Managing Director, Alta Growth Capital
  • Eric Osiakwan - Managing Partner, Chanzo Capital
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Table 1: Asia

Table 2: Latin America

Table 3: Sub-Saharan Africa

4:30pm - 4:30pm 0 mins
Main agenda
End of conference