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
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?