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Mission-critical guidance for new and emerging managers

Wednesday, March 13th, 2024 | Convene 101 Park Avenue, New York

#PEWEmergingManagersSummit

This event is aimed at management firms and funds in their early stages of development, raising capital for funds I through III, as well as managers and funds operated by women and leaders from diverse backgrounds.

Our mission is simple: to create a series of conversations that will enable your new firm or fund to be set for growth, success, and security.

Dealing with issues spanning operations, strategy, deal flow, LP-engagement and compliance, Private Equity Wire's gathering is designed to inform and engage decision makers from across the leadership suite.

Private Equity Wire’s event will:

• Be a closed, invite-only gathering, meaning no media and a curated audience of genuine peers
• Bring together senior executives from across the 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
• Include a full day of content with panel sessions, fireside chats and expert-led roundtables allowing for peer-to-peer knowledge sharing and problem solving

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 by attendees. Private Equity Wire staff may make recordings on the day for promotional purposes. No audio recording of panel discussions will be included in any promotional items.

PRE-REGISTRATION AND INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

INVITE ONLY BREAKFAST HOSTED BY TRIDENT TRUST

• Tony Griffiths, Director of Content, Global Fund Media

Joining the Dots…Connecting with Private Capital

• Albert Cilia, Managing Director Malta & European Regional Director – Fund, Trident Trust
• Dan Smith, President, US Fund Services, Trident Trust

REGISTRATION AND NETWORKING BREAKFAST

OPENING REMARKS

• Tony Griffiths, Director of Content, Global Fund Media

• Aftab Bose, Head of Private Markets Content, Private Equity Wire

• Reflecting on economic conditions in the first quarter of 2024
• Tracking indicators for the rest of the year
• Investment strategies that are trending upwards
• What sectors are booming in the down cycle?

New frontiers: Entry opportunities for emerging managers

PANEL 1

Speakers:

• Whit Matthews, Managing Director, HighVista Strategies (moderator)
• Lloyd Danzig, Managing Partner, Sharp Alpha Advisors
  
• Dina Said Dwyer, Managing Partner, Eden Capital
• Jodi Kahn, Partner, Broadsky
• Natansh Mathur, Managing Director, Avance Investment Management

Outsourcing: Helping firms get off the ground, or a catalyst when scaling up?

FIRESIDE CHAT

• An interview with a leading COO covering the potential outsourcing has to offer and considering the challenges it may bring.

Speakers:

• Eric Brachfeld, Managing Partner & General Partner, Manhattan Venture Partners
• Albert Cilia, Managing Director Malta & European Regional Director – Fund, Trident Trust
• Aftab Bose, Head of Private Markets Content, Private Equity Wire

• Barriers to entry currently facing emerging PE firms
• Economic and systemic risks to business
• Navigating the regulatory minefield facing US private firms
• Building resilient and future-ready portfolios

Risky business: The art of taking off in a perfect storm

PANEL 2

Speakers:

• Derren Burrell, Founder and Managing Partner, Veteran Ventures (moderator)
• Robert Covington, Founder and Managing Partner, Braemont
• Rodney Reisdorf, Co-Founder & CEO, Verivend
• Ami Samuels, Partner, Gatewood Capital Partners
• Steven J Spencer, Partner, Chief Legal Officer and Chief Compliance Officer, Siris

COFFEE BREAK

ROUNDTABLE 1 - ROUND 1

Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the morning roundtables from the below:

Roundtable A | Sector specialisms: Opportunities or limits to growth?

• What advantages do specialised sector strategies provide?
• Limitations or risks related to over-reliance on specialised sectors
• Identifying and capitalising on unique, specialised investment opportunities
• Managing risk and maintaining a diversified portfolio while focusing on specific sectors

Speakers:

• Aaron Chan, Chief Financial Officer, Enlightened Hospitality Investments
• Jeffrey Gordon, Managing Partner, The Riverside Company

Roundtable B | Deal-by-deal: Building a track record one step at a time

• How does the deal-by-deal strategy provide flexibility and control?
• What are the implications of such an approach?
• How to evaluate opportunities that align with the investment thesis
• Considerations to maintain consistency and align with the overall strategy

Speakers:

• Joe Briggs, Founder & Managing Partner, Briggs Capital Formation
• Arif Damji, Principal, Conductive Ventures

Roundtable C | Talent pool: Profiles to bring on board emerging PE firms

• What are the core competencies and experiences required of team members?
• Balancing the need for experienced industry veterans vs fresh talent and diversity
• What role does cultural fit, adaptability, and entrepreneurial mindset play?
• Aligning talent acquisition strategies with growth trajectory for a competitive advantage

• Emily Melchior, Partner – Fundraising & Investor Relations, American Industrial Partners
• Amy Williams, Chief Human Resources Officer, SK Capital Partners

Speakers:

Roundtable D | Easy wins: Who’s in the market for new managers right now?

• What strategies/attributes are drawing the attention of LPs towards new managers?
• Are market trends or investor demands creating favourable conditions?
• Common barriers faced by emerging managers
• How to differentiate, build credibility and establish a track record to attract LPs

Speakers:

• Tom Hebard, VP, Private Equity, Aksia
• Robert Kaufman, Investor Relations, Linse Capital
• Ihar Mahaniok, Managing Partner, Geek Ventures

ROUNDTABLE 1 - ROUND 2

The second iteration of the above morning roundtables.

Roundtable A | Sector specialisms: Opportunities or limits to growth?

Roundtable B | Deal-by-deal: Building a track record one step at a time

Roundtable C | Talent pool: Profiles to bring on board emerging PE firms

Roundtable D | Easy wins: Who’s in the market for new managers right now?

• Joe Briggs, Founder & Managing Partner, Briggs Capital Formation
• Arif Damji, Principal, Conductive Ventures

• Aaron Chan, Chief Financial Officer, Enlightened Hospitality Investments
• Jeffrey Gordon, Managing Partner, The Riverside Company

• Emily Melchior, Head of Fundraising & Investor Relations, Bansk Group
• Amy Williams, Chief Human Resources Officer, SK Capital Partners

• Tom Hebard, VP, Private Equity, Aksia
• Robert Kaufman, Investor Relations, Linse Capital
• Ihar Mahaniok, Managing Partner, Geek Ventures

LUNCH

Finding value: Levers that can transform portfolio businesses

PANEL 3

• Indicators for high-growth assets under current conditions
• Widely applicable channels to profitability
• Advanced tech’s potential to build operational efficiencies
• ESG’s role in boosting financial returns

Speakers:

• Lixia Zhu, Partner, 76Columbus Capital (moderator)
• David Jones, General Partner, Bull City Venture Partners
• Gregory Kegeles, Operating Partner, Digital Transformation, Newlight Partners
• Irina Krasik, Managing Director, Stellex Capital Management
• Aubrey Sibanyoni, Managing Partner, Herakles Investment Partners

ROUNDTABLE 2 - ROUND 1

Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the afternoon roundtables from the below:

Roundtable A | Weighing anchor: Finding seed investors that fit

• Values and attributes required in the right seed investor
• Do these differ from one firm to the next?
• Aligning risk appetite and value creation strategies
• The art of communicating with prospect-rich seeders

Speakers:

• Jenith Jacob, Vice President, Hamilton Lane
• Marcia Hooper, Partner, Branch Venture Group

Roundtable B | Geo-opportunities: APAC, MENA and other lucrative markets

• Do emerging markets represent an entry point for emerging managers?
• Pinpointing burgeoning investment markets worldwide
• Pros and cons of investing outside traditional financial centres
• Building relationships in new markets – mind the regional nuances

Speakers:

• Teddy Himler, Global Partner, Antler
• Aubrey Sibanyoni, Managing Partner, Herakles Investment Partners

Roundtable C | Start-up boot camp: All things tax for new and emerging managers

• Comparing fund structures: standalone vs master feeder, domestic vs offshore
• Offshore jurisdictions: Comparing the Caymans with British Virgin Islands
• Taxation of Carried Interest, Disposition of QSBS, and SE/ NII taxes
• How PE/VCs can value illiquid securities

Speakers:

• Muhammad Akram, CPA, Founder & Certified Public Accountant, Akram & Associates
• Ghias Khan, CPA & Member Audit, Akram & Associates

Roundtable D | Side letters: The impact of new SEC rules

• A closer look at the SEC’s latest PFA rule changes
• Are side letters still a feasible means to competitiveness?
• Strategies to balance transparency, compliance and competitiveness
• Other means to bolstering negotiations

• James Gaven, General Counsel & Chief Compliance Officer, SK Capital Partners
• Mary Hornby, Managing Director, General Counsel, Abbott Capital Management

Speakers:

ROUNDTABLE 2 - ROUND 2

The second iteration of the above morning roundtables.

Roundtable A | Weighing anchor: Finding seed investors that fit

Roundtable B | Geo-opportunities: APAC, Middle East and other lucrative markets

Roundtable C | Start-up boot camp: All things tax for new and emerging managers

Roundtable D | Side letters: The impact of new SEC rules

• Jenith Jacob, Vice President, Hamilton Lane
• Marcia Hooper, Partner, Branch Venture Group

• Teddy Himler, Global Partner, Antler
• Aubrey Sibanyoni, Managing Partner, Herakles Investment Partners

• Muhammad Akram, Founder & Certified Public Accountant, Akram & Associates
• Ghias Khan, CPA & Member Audit, Akram & Associates

• James Gaven, General Counsel & Chief Compliance Officer, SK Capital Partners
• Mary Hornby, Managing Director, General Counsel, Abbott Capital Management

COFFEE BREAK

• An interview with a leading CSO discussing their experiences, expectations and considerations when considering ESG

Building responsibly: Setting up as a fully ESG-integrated entity, from due diligence to value creation

FIRESIDE CHAT

• Peter Fox Penner, Chief Impact Officer, Energy Impact Partners
• Justin Kulla, Managing Partner, Consequential Capital

Speakers:

• Where do LPs place the most scrutiny before allocating?
• Ways to allay track record reservations
• Prepping for performance pressure on emerging managers
• Setting up for strong returns in the near term

Returns to sender: LP expectations when they fund emerging managers

PANEL 4

• Curtis Glovier, Senior Investment Advisor, Grafine Partners (moderator)
• Kyle Bruno, Investor Relations, Integrum
• Dan Pogue, Vice President, Moelis Catalyst
• Scott Tabor, Director of Private Equity, FEG Investment Advisors

Speakers:

NETWORKING DRINKS RECEPTION

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

PRIVATE EQUITY WIRE US EMERGING MANAER AWARDS 2024

Celebrate the winners of this year's awards

EVENT CLOSES

Founder & Certified Public Accountant at Akram & Associates

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Muhammad Akram, CPA

Eric Brachfeld

Managing Partner & General Partner at Manhattan Venture Partners

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Joe Briggs

Founder & Managing Partner at Briggs Capital Formation

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Kyle Bruno

Investor Relations at Integrum

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Derren Burrell

Aaron Chan

Founder and Managing Partner at Veteran Ventures

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Chief Financial Officer at Enlightened Hospitality Investments

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Albert Cilia

Managing Director Malta & European Regional Director – Fund at Trident Trust

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Robert Covington

Arif Damji

Founder and Managing Partner at Braemont

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Principal at Conductive Ventures

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Lloyd Danzig

Managing Partner at Sharp Alpha Advisors

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Chief Impact Officer at Energy Impact Partners

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Dina Said Dwyer

Managing Partner at Eden Capital

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Peter Fox Penner

James Gaven

General Counsel & Chief Compliance Officer at SK Capital Partners

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Curtis Glovier

Senior Investment Advisor at Grafine Partners

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Jeffrey Gordon

Managing Partner at The Riverside Company

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Tom Hebard

VP, Private Equity at Aksia

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Teddy Himler

Mary Hornby

Global Partner at Antler

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Managing Director, General Counsel at Abbott Capital Management

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Marcia Hooper

Partner at Branch Venture Group

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Jenith Jacob

David Jones

Vice President at Hamilton Lane

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General Partner at Bull City Venture Partners

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Jodi Kahn

Partner at Broadsky

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Operating Partner, Digital Transformation at Newlight Partners

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Gregory Kegeles

Investor Relations at Linse Capital

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Robert Kaufman

Ghias Khan

CPA & Member Audit at Akram & Associates

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Irina Krasik

Justin Kulla

Managing Director at Stellex Capital Management

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Managing Partner at Consequential Capital

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Ihar Mahaniok

Managing Partner at Geek Ventures

Read more

Natansh Mathur

Managing Director at Avance Investment Management

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Whit Matthews

Managing Director at HighVista Strategies

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Emily Melchior

Partner – Fundraising & Investor RelationsAmerican Industrial Partners

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Dan Pogue

Rodney Reisdorf

Vice President at Moelis Catalyst

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CEO & Co-Founder at Verivend

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Ami Samuels

Partner at Gatewood Capital Partners

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Aubrey Sibanyoni

Managing Partner at Herakles Investment Partners

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Steven J Spencer

Partner, Chief Legal Officer and Chief Compliance Office at Siris

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Dan Smith

President, US Fund Services at Trident Trust

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Scott Tabor

Amy Williams

Director of Private Equity at FEG Investment Advisors

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Chief Human Resources Officer at SK Capital Partners

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Lixia Zhu

Partner at 76Columbus Capital

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Katie Bathgate

Senior Vice President, Head of Investor Service at Warburg Pincus

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Director at Flexstone Partners

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Anatoli Gavrilov

Associate Director, ESG & Sustainability at Apollo Global Management, Inc.

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Tristan Haas

Managing Director at GCM Grosvenor

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Aris R. Hatch

Managing Director at Gatewood Capital Partners

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Michelle Jacobi

Ruth Lane

Head of Marketing & Investor Relations, ESG Officer at ATL Partners

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Patricia Miller Zollar

Managing Director at Neuberger Berman Private Equity

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Katie Moore

MD, Head of Emerging and Diverse Manager Platform at Hamilton Lane

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Managing Director at Morgan Stanley Capital Partners

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James Stewart

Convene 101 Park Avenue

Address: 101 Park Avenue // Midtown East, New York

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Venue Requirements

Dress Code

Electronic Devices

Please note attendees are asked to dress in business casual.

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

APPLICATIONS ARE CLOSED FOR THE PRIVATE EQUITY WIRE

US EMERGING MANAGERS SUMMIT

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