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Key Sessions

Asher Troppe

Investing in Cannabis

Tress Capital

08:00 09:00 (60 mins)

Main agenda

Registration and Welcome Drinks

08:00 09:00 (60 mins)

Main agenda

LP Breakfast Meeting

  • A 2016 year-end review of US private equity and venture capital
  • What’s on the docket for the 2017 IPO market
  • The new technologies that will be part of our lives in the very near future
  • The impact of the Trump administration on the venture ecosystem
  • Facilitators Paul Denning - Chief Executive Officer, Denning & Co
  • David York - CEO & Managing Director, Top Tier Capital Partners

09:00 09:05 (5 mins)

Main agenda

Chair’s Opening Remarks

  • Kelly DePonte - Managing Director , Probitas Partners

09:05 09:30 (25 mins)

Main agenda

Is Europe Still Attractive for US Investors?

  • Speaker Michael Collins - CEO , Invest Europe

09:30 10:00 (30 mins)

Main agenda

Mitigating the Compliance Risks

  • SEC Update
  • How do new reporting rules and high profile enforcement laws impact investment advisors?
  • Uncovering and overcoming the compliance issues
  • How will the new Trump administration and SEC Chair nominee Clayton affect compliance in 2017 and beyond
  • Lessons learnt from the Blackstreet case
  • Moderator Jason Brown - Partner, Ropes & Gray LLP
  • Panellists David Smolen - General Counsel & CCO, GI Partners
  • Michael Flaherman - Visiting Scholar, UC Berkeley
  • Ann Oglanian - President & CEO, ReGroup

10:00 10:30 (30 mins)

Main agenda

Exits Through IPOs

  • Moderator Paul Holland - General Partner, Foundation Capital
  • Panellists Duncan Davidson - General Partner, Bullpen Capital
  • Cheryl Cheng - Partner, BlueRun Ventures
  • Paul Hudson - Founding Partner & Chief Investment Officer, Glade Brook Capital Partners
  • Glenn Solomon - Managing Partner, GGV Capital

10:30 10:50 (20 mins)

Main agenda

Networking Break

10:50 11:05 (15 mins)

Main agenda

LP Quick Fire Round: 10 Questions in 10 minutes

  1. What is your view on the most significant changes taking place in private equity?
  2. How do LPs view the asset class compared to prior years and what factors are currently impacting LPs’ allocations to private equity?
  3. What fundraising strategies are attracting the most interest from investors?
  4. Do competitive terms and conditions impact LPs’ decision making, or is performance more important?
  5. What are the key challenges are holding back LPs?
  6. What is your personal case for growth investing?
  7. What new kinds of LPs are entering the private-equity asset class?
  8. How do you evaluate the opportunities for investing in emerging markets? Are the returns significant enough to justify the risks?
  9. In terms of the evolution of GP/LP relationship, what are some of the greatest tensions you have observed, and what can be done to ensure a better understanding and a clear dialogue?
  10. What do LPs appreciate most of all in a GP?
  • Interviewer Barry Miller, Landmark Partners
  • Kevin Tunick - Vice President & Managing Director, Private Investments, UNC Management Company

11:05 11:30 (25 mins)

Main agenda

The Craziest Things GPs Are Saying

Get some comic relief from the weighty events of the day and have your say on what you believe are ''The Craziest Things GPs Are Saying". Survey results will be presented and discussed during this interactive session. 

Make your suggestions on PEARonline's Perspectives blog ahead of the conference: https://www.pearonline.com/perspective/  

  • Simon Thornton - Founder, PEARonline

11:30 11:45 (15 mins)

Main agenda

Case Study: Integrating ESG in Private Equity

How can your firm implement ESG value creation initiatives to enhance revenue growth, reduce costs, mitigate risk, and augment its portfolio companies' brands?

  • Speaker Kirk Hourdajian - Advisor, Sustainability & ESG, TPG Capital

11:45 12:00 (15 mins)

Main agenda

Investing in Cannabis

Exploring the opportunities and risks of investing in the cannabis industry. Getting up to date with reent regulations and policies

  • Asher Troppe - CEO and Co-founder, Tress Capital

12:00 13:00 (60 mins)

Main agenda

Networking Lunch Break

13:00 13:00 (0 mins)

Track A: Secondaries

Track A - Secondaries

  • Track Chair Solomon Owayda - Founding Partner , Mozaic Capital

13:00 13:00 (0 mins)

Track B: Emerging Managers

Track B - Emerging Managers

  • Track Chair Stuart Blair - Director of Research, Canterbury Consulting

13:00 13:45 (45 mins)

Track A: Secondaries

Structuring and Financing a Secondary Deal

  • Moderator Nicholas Lawler - Vice President, 50 South Capital
  • Panellists George Arnold - Managing Principal , Knightsbridge Advisers
  • Yann Robard - Managing Partner, Whitehorse Liquidity Partners
  • Curt Futch - Managing Partner , Jupiter Peak Capital
  • Edoardo Levy - Director, Investec

13:00 13:30 (30 mins)

Track B: Emerging Managers

The Case for Investing in Emerging Managers

  • Moderator Chris Douvos - Managing Director, Venture Investment Associates
  • Panellists Josh Zweig - Senior Investment Director, Private Equity, Cambridge Associates
  • Mark Moorberg - Managing Member, Fern Creek Ventures
  • Chris Farmer - Founder & Chief Executive Officer, SignalFire
  • Michele Kinner - Partner & Head of US Private Equity Fund Investments, Quilvest USA

13:45 14:30 (45 mins)

Track A: Secondaries

An Outlook on Direct Secondaries, Stapled Primaries and Fund Restructurings

  • Moderator Joncarlo Mark - Founder & Managing Member/ Trustee, University of California, Davis Foundation , Upwelling Capital Group
  • Ram Rao - Managing Director, Fund Linked Products, Macquarie Capital
  • Riyadh Mohammed - Vice President, Partners Group
  • Jared Barlow - Managing Partner, Kline Hill Partners

13:45 14:10 (25 mins)

Track B: Emerging Managers

Debate: Emerging Manager vs. Established Firms’ Performance: Who is Perceived to Generate Better Returns

  • Moderator Ethan Vogelhut - Executive Director & Head of the US Buyout Program, Adveq Management US Inc
  • Speakers Marc Lohser - Managing Director, HQ Capital
  • Kelvin Liu - Partner, Invesco Private Capital

14:10 14:30 (20 mins)

Track B: Emerging Managers

Emerging Manager LPs: Who Are the LPs Investing in Emerging Manager Private Equity?

  • Interviewer Anna Dayn - Private Equity Investment Advisor, Founder, Dayn Advisors, LLC 
  • Ethan Vogelhut - Executive Director & Head of the US Buyout Program, Adveq Management US Inc

14:30 15:00 (30 mins)

Main agenda

Networking Break

15:00 15:30 (30 mins)

Track B: Emerging Managers

Step-by-Step Guide to Raising Your First Fund

  • Moderator Erin Harrell - Senior Managing Director, Pinnacle Trust Partners
  • Panellists Justin Caldbeck - Co-Founder & Managing Partner, Binary Capital
  • Joshua Sobeck - Partner, 747 Capital
  • Neetesh Kumar - Partner, Spruceview Capital Partners
  • Fraser van Rensburg - Managing Partner, Asante Capital Group

15:00 15:30 (30 mins)

Track A: Secondaries

LPs on Using the Secondaries Market as a Portfolio Management Tool

How Do Secondaries Fit Into An LP’s Portfolio & What Criteria Are Used When Buying Or Selling?

  • Moderator Solomon Owayda - Founding Partner , Mozaic Capital
  • Panellists Julia Winterson - Director, Investments, Dignity Health
  • Trey Hart - Senior Vice President, Northern Trust
  • Brady Hyde - Portfolio Manager, Private Equity Investments, UPS Group Trust

15:30 16:00 (30 mins)

Track B: Emerging Managers

Emerging Managers in Private Real Estate

  • Moderator Barbara Rea - Director of Marketing, Operations & Investor Realtions, bkm Capital Partners
  • Panellists Franco Famularo - Vice President of Investments , Ohana Real Estate Investors LLC
  • Tim Albinson - Managing Partner, Emergent Capital Partners
  • Larissa Herczeg - Managing Partner & CIO, Oak Street Real Estate Capital
  • Alexander Chalmers - Managing Director, Avenida Capital

15:30 16:00 (30 mins)

Track A: Secondaries

Non-traditional Secondary Market Buyers

Gaining Additional Exposure to the Private Equity Asset Class Through Secondary Investments

  • Moderator Dave Philipp - Managing Director, Crestline Investors
  • Panellists Victor Hwang - Managing Director, Industry Ventures
  • Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • Ferdinand Seibert - Managing Director, Head of Private Equity, Zurich Alternative Asset Management
  • Ben Black - Managing Director, Akkadian Ventures LLC

16:00 16:10 (10 mins)

Main agenda

Track Chair’s Closing Remarks and End of Conference