A one-day retreat for operations, finance, legal and back-office leaders at private equity GPs.

Tuesday, December 14th, 2021

The University Club of New York

ABOUT PRIVATE EQUITY BETTER BUSINESS SUMMIT

WHY THIS EVENT?

As the private equity sector moves into a new phase of development Private Equity Wire is pleased to introduce an event created by GPs-for-GPs.


Informed by in-depth industry consultation, our gathering for senior leaders at PE firms - from across operations, finance, legal, back-office and technology - will help your business evolve via big picture presentations and a series of detail orientated roundtable sessions designed for small groups.

After our industry's long absence of in-person gatherings, there will also be time for networking and informal conversations with close peers and colleagues.


Private Equity Wire’s event will:

  • Be a closed and invite-only gathering, this means no media and a curated audience of genuine peers
  • Bring together senior staff from across the GP leadership suite to discuss shared problems, opportunities and solutions
  • Focus on current trends, emerging themes and the likely innovations and disruptors of the next 5 years

SPONSORS

Gold Sponsors

Silver Sponsor

Sponsors

MEDIA PARTNERS

AGENDA

TUESDAY, DECEMBER 14, 2021

DAY ONE

10 FEBRUARY

Download Agenda

PANEL 1

  • Expectations re: LP allocations in the face of all record breaking year (Funds raised, Buyouts, M&A Activity, etc.) and uncertainty in the macro environment
  • What general trends are we seeing?

OPENING ADDRESS

8:00AM

NETWORKING

8:00 AM - 8:30 AM ET (30 Min)

Arrival and registration

8:30AM

8:30 AM ET

Welcome from the Chair, Gwyn Roberts, Chief Strategy Officer, Global Fund Media

8:30AM

8:30 AM - 9:15 AM ET (45 Min)

Top of mind: After over a year of turbulence, change, and all-time category performance, where do our businesses go next?

Talking points:

9:30AM

9:30 AM - 10:15 AM ET (45 Min)

PANEL 2

Doing more with less: Preparing private equity funds’ back offices for an outsourced future

  • Valuations - exploring the different return profiles of assets...
  • ...and outsourcing and benchmarking valuations
  • Best practice in back office and optimizing and automating your firm’s reporting
  • Current reporting challenges and possibilities – and how to find and properly assess the right service providers for your needs
  • What other areas of your ops could be outsourced? And how to stay connected to remote partners and stakeholders in a ‘hybrid’ world
  • What disruptors and new developments are we seeing in outsourcing?
  • Hybrid approach: Combining the best current practices with best of breed outsourcing and lessons from the pandemic

Talking points:

10:15AM

10:15 AM - 10:50AM ET (35 Min)

NETWORKING

Networking break

SPEAKERS:

  • Jacob Zornes, CPA, VP/Managing Director, Alternative Investments, UMB Fund Services (moderator)
  • Melissa Beam, Vice President, Finance, Shamrock Capital Advisors
  • Dan Rochkind, CFO, Lerer Hippeau
  • Brian Brennan, Managing Director & Co-Deputy General Counsel, York Capital Management
  • Nicholas d’Adhemar, Founder and CEO, Apperio

SPEAKERS:

  • Kjael Skaalerud, Chief Revenue Officer, Altvia (moderator)
  • Jacob Comer, General Counsel & Chief Compliance Officer, NovaQuest Capital Management
  • Mark A. Solovy, Co-Head, Technology Finance Group & Co-Head, SPAC Group, Monroe Capital
  • Ya Tung, Managing Director, GCM Grosvenor
  • Mike Moreau, CCO & Director of Operations, Upper90
  • Velocity of fundraising and diligence
  • Novel approaches: take-privates / SPACs / IPOs
  • Current LP priorities and engagement levers (ie ESG, Coinvest, etc.)
  • New normal via digital transformation - fundraising, diligence, portfolio management
  • What operational trends and best practices will help GPs employ to make the most of opportunities?

9:15AM

9:15 AM - 9:30 AM ET (15 Min)

PRESENTATION

Best Practices in ESG

SPEAKER:

  • Joe Schuhow, Senior ESG Advisor, RepRisk

10:50AM

10:50 AM - 11:35 AM ET (45 Min)

Roundtables Round 1

Roundtables take place as repeated parallel sessions.

Roundtable A:

Outsourcing evolution: new mindsets, new solutions

Roundtable B:

Technology and data: Leveraging technology and alternative data for portfolio company due diligence and avoiding reputational risk

Roundtable C:

ESG landscape: making sure LPs and GPs are on the same page and using best practice in ESG as a selling point

11:40AM

11:40 AM - 12:25 PM ET (45 Min)

Roundtables Round 2

Roundtables take place as repeated parallel sessions.

12:25PM

12:25 PM - 01:55 PM ET (90 Min)

NETWORKING

Networking lunch

1:55PM

1:55PM - 2:40 PM ET (45 Min)

Roundtables Round 3

Roundtables take place as repeated parallel sessions.

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2:40PM

2:40 PM - 3:15 PM ET (35 Min)

NETWORKING

Networking break

3:15PM

3:15 PM - 4:00 PM ET (45 Min)

PANEL 3

Talent acquisition: Republic of the remote, back to the office or somewhere in between

  • Current hiring trends – what roles (new and old) will be prominent and prevalent in 2022
  • How has the remote working changed the staff dynamic and your approach to recruitment?
  • Diversity, equity and inclusion (DE&I): Are private equity managers making progress in focus…and fact?
  • Are your LPs starting to track DE&I metrics in the same way they approach ESG
  • How to reflect DE&I in senior hires?
  • Is money enough – the emerging benefits that will attract the best in talent

Talking points:

4:00PM

4:00 PM - 4:45 PM ET (45 Min)

PANEL 4

Brand-building: creating culture, identity and standing out from the crowd

Talking points:

  • How to stand out in a crowded market
  • Other than great performance; what does your brand stand for?
  • How to create a profile that LPs respond to
  • ESG considerations for GPs and how to be good ‘corporate citizens’ – what are the tenor of the times and how can your brand present a positive face?
  • Using a positive brand to build a team of ‘all the talents’

4:45PM

NETWORKING

Cocktails, canapes and networking

4:45 PM - 6:30 PM ET (1 Hr 45Min)

SPEAKERS:

  • Jennifer Brown, Partner, Global Head of Consultant Relations, Adams Street Partners (moderator)
  • Domenic Venuto, COO, Progress Partners
  • Kate Horin, VC, H/L Ventures
  • Michelle Jacobi, Managing Director, Gatewood Capital Partners
  • Sasha Jensen, Partner and CEO, Jensen Partners (moderator)
  • Carolyn Flanagan, Partner and Head of Human Resources, Adams Street Partners
  • Mark Ralph, Executive Director, Boehringer Ingelheim Venture Fund
  • Alixe Ryan, Director, Investor Relations, Denham Capital
  • Allison Walker, Chief Talent Officer, FTV Capital

SPEAKERS:

SPEAKERS

JAMES C. PICKEL JR

Counsel & CCO at Lindsay Goldberg

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Partner and CEO at Jensen Partners

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SASHA JENSEN

Founding Parnter at Colle Capital Partners LP

VICTORIA GRACE

JACOB COMER

General Counsel & Chief Compliance Officer at NovaQuest Capital Management

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DOMENIC VENUTO

COO at Progress Partners

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MARK A. SOLOVY

Co-Head, Technology Finance Group & Co-Head, SPAC Group at Monroe Capital

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MELISSA BEAM

Vice President, Finance at Shamrock Capital Advisors

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DAN ROCHKIND

CFO at Lerer Hippeau

Head of Operations at H/L Ventures

KATIE HORIN

MICHELLE JACOBI

Managing Director at Gatewood Capital Partners

BRIAN BRENNAN

Managing Director & Co-Deputy General Counsel at York Capital Management

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Founder and CEO at Apperio

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NICHOLAS D'ADHEMAR

CAROLYN FLANAGAN

Partner and Head of Human Resources at Adams Street Partners

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JENNIFER BROWN

Partner, Global Head of Consultant Relations at Adams Street Partners

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JOE SCHUHOW

Senior ESG Advisor at RepRisk

KJAEL SKAALERUD

Chief Revenue Officer at Altvia

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Executive Director at Boehringer Ingelheim Venture Fund

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MARK RALPH

CFO, CPA at La Hoja Capital Management

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DIANE HERTE

JULIE CHAN

CPA, Chief Financial Officer at GPI Capital

Director, Investor Relations at Denham Capital

ALIXE RYAN

CPA, VP/Managing Director, Alternative Investments at UMB Fund Services

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JACOB ZORNES

Chief Executive Officer & Co-Founder at Intelligo

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SHLOMO MIRVIS

JIMMY SIMMONS

Director, Business Intelligence at L Catterton

DAVID SMITH

Senior Vice President and Private Markets Consultant at Callan LLC

Managing Director at GCM Grosvenor

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YA TUNG

Managing Director at Consero Global

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BARTLEY O'DWYER

Chief Talent Officer at FTV Capital

ALLISON WALKER

CCO & Director of Operations at Upper90

MIKE MOREAU

THOMAS J. HAUG

CEO and Founder at Aspen Tree Advisory

MEREDITH YARBOROUGH

Co-Founder and COO at La Hoja Capital Management

SPONSORSHIP


Launched in 2007, Private Equity Wire (PEW) has evolved to become a leading voice on key trends and developments shaping the industry.


At a time when GPs and LPs need more insight than ever, PEW has the skillset to develop authoritative content for clients that cuts through the noise.


With our consultant-driven approach, and commitment to the highest editorial standards, our mission statement is simple: to deliver actionable insights that clients can measure.


Our last event received 600+ registrations, and saw 300+ qualified GPs in attendance.

See how we can put your brand front-and-center.