Tuesday, December 5th, 2023 | University Club of New York

I

Evolving operations, identifying opportunities

and exploring solutions

Please note that you have reached a past event. To view Private Equity Wire's upcoming events, click here.

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, sales, IR and technology - will help your business evolve via big picture presentations and a series of detail orientated roundtable sessions designed for small groups.


During this carefully curated series of panels and roundtables, there will be time for networking and informal conversations with close peers and colleagues.

  • 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

Private Equity Wire’s event will:

All Private Equity Wire Summits operate under Chatham House Rule. This means that attendees are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed. Recording of the panels and roundtables is strictly prohibited.

All Summits and Webinars are CPD accredited, so you can learn, network and develop new skills.

Find out more about The CPD Certification here: https://cpduk.co.uk/

CONTACT OUR TEAM

PUT YOUR BRAND IN FRONT OF 100+ GPs

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AGENDA

7:30 AM

INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

  • Market Trends
  • Regulatory Update: Enhanced Antitrust Scrutiny and HSR Form Changes
  • Beneficial Ownership
  • ESG and How it Impacts Investment Decisions
  • Hot Areas for 2024: Tech, AI, Payments, HealthTech and EnergyTech

State of the Market and What to Look for in 2024

Speakers:

  • Neil Goldfarb, Managing Partner, Orangewood Partners
  • Alyssa Hooper, Principal, Ara Partners
  • Leah Recht, Partner, Orrick

8:00 AM

REGISTRATION AND NETWORKING BREAKFAST

8:55 AM

  • Aftab Bose, Senior Research Analyst, Private Equity Wire

WELCOME ADDRESS

  • Will valuations ever return to the peaks of recent years?
  • What are the implications of a prolonged increase in the cost of debt?
  • Is it time for a significant strategy pivot for PE firms towards lucrative alternatives?
  • What are investors demanding from PE funds? Is there widespread demand to rebalance portfolios?
  • Where are the biggest exit opportunities in a restrained economy?

New beginnings: Adapting to the aftermath of PE’s golden age

PANEL 1

9:00 AM

Speakers:

  • Joel Palathinkal, CEO, Sutton Capital (moderator)
  • Susanne Forsingdal, Head of Private Equity Americas, Allianz Capital Partners
  • Al Puchala, CEO, CapZone Impact Investments
  • Michael Oliver Weinberg, Investor, CMT Portfolio Advisors

Fit for future: Capital deployment opportunities in the climate and energy transition space

FIRESIDE CHAT

9:45 AM

Speakers:

  • Aftab Bose, Senior Research Analyst, Private Equity Wire
  • Daniel Cruise, PE Senior Advisor and Partner, Tikehau Capital
  • How can PE firms tap into the private wealth management space and other opportunity areas?
  • What role do onboarding systems and other technology play here?
  • What other distribution strategies are available to PE firms in the new digital landscape?
  • How much fund administration is good to outsource so managers can focus on creating value?

Lean and mean: Building a future-ready private equity firm

PANEL 2

10:00 AM

Speakers:

  • Richard Talley, Senior Vice President of Business Development, UMB Fund Services (moderator)
  • Scott Conners, Managing Director & President, FlowStone Partners
  • Stephanie Davis, Managing Director & Co-Head U.S. Private Wealth Solutions, Hamilton Lane
  • John J. Guinee, Managing Partner, Constitution Capital
  • Nick Veronis, Co-Founder & Managing Partner, Head of Portfolio Management, iCapital

10:45 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • How are managers adjusting their leverage ratios in response to market changes?
  • What are the most effective portfolios stress testing strategies?
  • Are due diligence practices being adapted to account for higher risk levels?
  • What tools and support are available to manage business risk in portfolio companies?

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 1

11:15 AM

Roundtable A: Stress testing

Speaker:

  • Apurva Pandey, Founder & CEO, Brownloop

Roundtable B: Vital statistics

  • Are LPs expecting more transparency on performance measurement?
  • What are effective measures for GPs to improve data aggregation and reporting?
  • How can data help GPs enhance their ops and investment strategies?
  • What data management and reporting tools are on the market to help?

Speakers:

  • Sheryl Schwartz, Co-Founder & CIO, Alti Financial
  • Lael Wakefield SVP, Business Development, Arcesium

Roundtable C: Fundraising in the tech era

  • What are the biggest LP priorities in the current fundraising environment?
  • How can GPs communicate effectively and manage LP expectations using AI?
  • Does greater transparency lead to increased allocation?
  • How does increasing demand for secondaries from LPs weave into IR Strategy?

Speakers:

  • Jazmin Hogan, Head of Alternative Asset Solutions, North America, 73 Strings
  • Abhishek Pandey, Co-Founder & Deputy CEO, 73 Strings

Roundtable D: People focus

  • What measures are GPs taking to improve their diversity, equity and inclusion practices?
  • What are the building blocks of an empowering workplace culture?
  • How is the talent market in the PE space?
  • What are firms doing to make their workplace more attractive for new and existing talent?

Speakers:

  • John M. Beczak, Partner & Chief Financial Officer, Resource Capital Funds
  • Dina Said Dwyer, Managing Partner, Eden Capital

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 2

12:00 PM

Roundtable A: Stress testing

Roundtable B: Vital statistics

Roundtable C: Fundraising in the tech era

Roundtable D: People focus

  • John M. Beczak, Partner & Chief Financial Officer, Resource Capital Funds
  • Apurva Pandey, Founder & CEO, Brownloop
  • Jazmin Hogan, Head of Alternative Asset Solutions, North America, 73 Strings
  • Abhishek Pandey, Co-Founder & Deputy CEO, 73 Strings
  • Sheryl Schwartz, Co-Founder & CIO, Alti Financial
  • Lael Wakefield SVP, Business Development, Arcesium

12:45 PM

NETWORKING LUNCH

  • How is the competitive landscape in PE evolving?
  • What role can market data and customer relationship management play here?
  • What challenges do firms face when building an effective data and intelligence infrastructure?
  • How can people and tech work in tandem to boost competitiveness in PE?

Competitive edge: better understanding clients and people through data tools

PANEL 3

1:45 PM

Speakers:

  • Phil Westcott, Founder & CEO, Filament (moderator)
  • Erika Janowicz, Chief Data Scientist, WestCap
  • Milan Vashi, Vice President, Technology Investment Banking, Alantra
  • Nicholas Wood, CTO at Trident

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 3

2:30 PM

Roundtable A: Stress testing

Roundtable B: Vital statistics

Roundtable C: Fundraising in the tech era

Roundtable D: People focus

  • Apurva Pandey, Founder & CEO, Brownloop
  • Jazmin Hogan, Head of Alternative Asset Solutions, North America, 73 Strings
  • Abhishek Pandey, Co-Founder & Deputy CEO, 73 Strings
  • Ignatius Chithelen, Managing Partner, Banyan Tree capital management
  • Lael Wakefield SVP, Business Development, Arcesium
  • Melanie Bresinger, Founder, Anagenesis Capital Partners

3:15 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

What are the core qualities and skills required to lead a PE firm through the challenging conditions playing out now and in the near future?

FIRESIDE CHAT

Speakers:

  • Nithin Johnson, Managing Director, Patria Investments
  • Patricia Millar-Zollar, Managing Director, Neuberger Berman

3:45 PM

Accelerating Your Data Journey & Wine Tasting hosted by Arcesium

4:00 PM

  • Cesar Estrada, Private Markets Segment Head, Arcesium
  • Aftab Bose, Senior Research Analyst, Private Equity Wire

5:00 PM

NETWORKING

Connect with peers from around the industry over a glass of wine

7:00 PM

EVENT CLOSES

Founder at Anagenesis Capital Partners

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Melanie Brensinger

John M. Beczak

Partner & Chief Financial Officer at Resource Capital Funds

Read more

Ignatius Chithelen

Managing Partner at Banyan Tree Capital Management

Read more

Scott Conners

Managing Director & President at FlowStone Partners

Read more

Daniel Cruise

Stephanie Davis

PE Senior Advisor and Partner at Tikehau Capital

Read more

Managing Director & Co-Head U.S. Private Wealth Solutions at Hamilton Lane

Read more

Dina Said Dwyer

Managing Partner at Eden Capital

Cesar Estrada

Susanne Forsingdal

Private Markets Segment Head at Arcesium

Read more

Head of Private Equity Americas at Allianz Capital Partners

Read more

Neil Goldfarb

Managing Partner at Orangewood Partners

John J. Guinee

Jazmin Hogan

Managing Partner at Constitution Capital

Read more

Head of Alternative Asset Solutions - North America at

73 Strings

Read more

Principal at Ara Partners

Alyssa Hooper

Erika Janowicz

VP Chief Data Scientist at WestCap

Read more

Managing Director at Patria Investments

Read more

Nithin Johnson

Managing Director at Neuberger Berman

Read more

Patricia Miller-Zollar

Joel Palathinkal

Abhishek Pandey

CEO at Sutton Capital

Read more

Co-Founder and Deputy CEO at 73 Strings


Apurva Pandey

Founder & CEO at Brownloop

Read more

Al Puchala

CEO at CapZone Impact Investments

Read more

Leah Recht

Partner at Orrick

Sheryl Schwartz

Co-Founder & CIO at Alti Financial

Read more

Richard Talley

Milan Vashi

Senior Vice President of Business Development at UMB Fund Services

Read more

Vice President, Technology Investment Banking at Alantra

Read more

Nick Veronis

Co-Founder & Managing Partner, Head of Portfolio Management at iCapital

Read more

Lael Wakefield

Michael Oliver Weinberg

SVP, Business Development, Arcesium

Read more

Investor at CMT Portfolio Advisors

Read more

Phil Westcott

Founder and CEO at Filament Syfter

Read more

Nicholas Wood

CTO at Trident

Read more

WHAT PEOPLE SAY ABOUT PRIVATE EQUITY WIRE EVENTS

100+

GPs

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

University Club of New York

Address: 1W 54th Street, New York, NY 10019

Venue Requirements

Dress Code

Electronic Devices

Business attire -blazers/jackets and collared shirt for men. Trainers or denim are not permitted.

We kindly ask attendees to please keep electronic devices on silent during panels and roundtables.

For more information on any of the above, please click here.

REGISTRATION IS NOW CLOSED

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