Thursday, October 24th, 2024 | Convene, 101 Park Ave, New York

I

Evolving operations, identifying opportunities

and exploring solutions

#PEWLeadershipSummit

Please note that this event is part of the
Private Equity Wire US ESG Summit

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 - aims to bring the leading minds together together to discuss the latest trends, challenges and innovations which will help your business evolve.

The carefully curated agenda will consist of a mix of panel discussions and fireside chats as well as expert lead roundtable discussions which allow you the chance to share your knowledge and learn from industry peers in an open discussion forum.

Countdown to our Summit!

AGENDA

REGISTRATION AND NETWORKING BREAKFAST

WELCOME ADDRESS

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

• What continues to keep impact investing outside the mainstream?
• What are the longer term opportunities for financial return?
• How is the world of impact measurement evolving?
• How far are we from not branding impact as a separate asset class?

Next generation investing: Impact is more than just an asset class

PANEL 1

(Co-located with the ESG Summit)

Speakers:

• Moderator: Dail St. Claire, Chief Investment Officer, Global Private Equity, Aurivos
• Rick Fratus, Managing Partner, Stafford Capital Partners
• Madeleine Gee, Portfolio Manager - Global Private Equity, APG - Asset Management
• Greg Shell, Partner/Head of Inclusive Growth Strategy, Goldman Sachs

Adventures in Risk

KEYNOTE

• Tracey Abbott, Senior Operating Partner, Mubadala

Speakers:

• How are LP demands for distributions evolving?
• What are some of the strategic arrangements that can help both parties?
• Thoughts and opinions of NAV financing
• Other avenues to higher liquidity

Distribution solutions: Moving past the liquidity crunch in PE

PANEL 2

Speakers:

• Moderator: Ana Burke, Senior Vice President, Business Development, UMB Fund Services
• John Lidington, Co-Portfolio Manager, Man Group
• Vil Ramos, Managing Partner, Constitution Capital Partners
• Henry Wang, Partner, Credit, BC Partners Credit

NETWORKING BREAK

Coffee break and a chance to meet our experts

• What remains the biggest inefficiency in private equity?
• How are GPs evolving their operations to meet current needs?
• Are investors demanding a more digitalised experience?
• Putting AI at the centre of transformation

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

ROUNDTABLE ROUND 1

Roundtable A: Streamlined success: The future of GP operational efficiency

Speakers:

• Aaron Chan, Chief Financial Officer, Enlightened Hospitality Investments
• Brian Long, Senior Director – Financial Services Solutions, Linedata Global Services

Roundtable B: Accounts boot camp: Tax advantages on offer

• Comparing fund structures, their pros and cons
• Offshore jurisdictions: Comparing the Caymans with the British Virgin Islands
• Taxation of carried interest, disposition of QSBS, and SE/NII taxes
• How PE/VCs can value illiquid securities

Speakers:

• Muhammad Akram, Founder, Akram
• Alex Cummings, Member Tax, Akram

Roundtable C: Downside protection: The PE Risk Landscape and Regulatory Developments

• New SEC stipulations, HSR, antitrust developments and other regulations to watch
• Employee and management issues and executive compensation trends
• Navigating the noncompete landscape
• The sustained pressure of higher for longer

Speakers:

• Tony Chan, Partner, Orrick
• Daniel Lopez, Partner, Orrick

Roundtable D: Interactive investing: Modernising the investor experience

• How are investor expectations evolving in the current landscape?
• Are GPs equipped with the right tools for reporting and transparency?
• Can the PE investor experience be digitalised and consolidated?

Speakers:

• Natalya Michaels, Managing Director, Head of Investor Relations, Paine Schwartz Partners
• Oliver Norton, VP of Business Development & Head of Americas, Atominvest
• Jingcai Zhu, Managing Director, Motive Partners

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

ROUNDTABLE ROUND 2

Roundtable A: Streamlined success: The future of GP operational efficiency

Roundtable B: Accounts boot camp: Tax advantages on offer

Roundtable C: Downside protection: The PE Risk Landscape and Regulatory Developments

Roundtable D: Interactive investing: Modernising the investor experience

• Natalya Michaels, Managing Director, Head of Investor Relations, Paine Schwartz Partners
• Oliver Norton, VP of Business Development & Head of Americas, Atominvest
• Jingcai Zhu, Managing Director, Motive Partners

• Muhammad Akram, Founder, Akram
• Alex Cummings, Member Tax, Akram

• Aaron Chan, Chief Financial Officer, Enlightened Hospitality Investments
• Brian Long, Senior Director – Financial Services Solutions, Linedata Global Services

• Tony Chan, Partner, Orrick
• Daniel Lopez, Partner, Orrick

NETWORKING LUNCH

• What does the valuations landscape look like?
• What are the most effective value creation levers in the current landscape
• Ways to tie value creation into the due diligence process
• A look at the transformational capacity of ESG levers
• Checking in on technology as a growth driver

The art of value: Finding room for portfolio growth

PANEL 3

• Moderator: Elliott Wertheimer, Partner, Camber Creek
• Jordan Garay, Partner, Garnett Station Partners
  
• Michael Gebhardt, Principal, VSS
• Sumana Setty, General Counsel & Managing Director, Wafra

Speakers:

FIRESIDE CHAT

In and out: Understanding the future of evergreen capital structures

Speakers:

• Adam Dunst, Partner, Dentons
  
• Frederick Shaw, Chief Operating Officer, Unifi Asset Management LP

• Has deal activity picked up to the levels expected at the start of 2024?
• Are valuation expectations coming back in alignment?
• What are the most effective deal sourcing and origination strategies?
• Are there sector-based or regional hotspots?

Pockets of recovery: Drivers of a more active deal landscape

PANEL 4

• Moderator: Mike Waite, Chief Marketing Officer, Sourcescrub
• Anatoli Gavrilov, Managing Director, Flexstone Partners
  
• Amyn Hassanally, Partner Pantheon
• Kashyap Shah, Managing Director, Public Pension Capital Management

Speakers:

NETWORKING BREAK

Coffee break and a chance to meet our experts

FIRESIDE CHAT

Co-investments: A useful add-on or a threat to traditional fund structures?

Speakers:

• Omar Akbar, Managing Director, Co-Investments, Alpinvest
• Jessica Hoffman Brennan, Senior Advisor, Kohlberg, Independent Director, Commonfund, Kohlberg & Company, LLC

FIRESIDE CHAT

Retailisation: Understanding private equity’s diversifying investor base

Speakers:

• Moderator: Aftab Bose, Head of Private Markets Content, Private Equity Wire
  
• Mekalia Reid, Chief Compliance Officer & Co-Head Of Moonfare US, Moonfare

• Understanding equity and credit allocations across GP and LP portfolios
• A look at hybrid structures
• Pockets of opportunity in the private credit space
• The outlook for sponsored lending in 2024 and beyond

Where it’s due: Tracking indicators for private credit

PANEL 5

Speakers:

• Colleen Kennedy, Principal, AS Birch Grove
• Earl Hunt, Partner, Apollo
  
• Jordon Kruse, Managing Director and Co-Portfolio Manager, Oaktree Capital Management
• Michael Oliver Weinberg, Investor, CMT Portfolio Advisors

NETWORKING

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

EVENT CLOSES

Managing Director, Co-Investments at Alpinvest

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Omar Akbar

Muhammad Akram

Founder at Akram

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Tracey Abbott

Senior Operating Partner at Mubadala

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Member Tax at Akram

Read more

Alex Cummings

Partner at Orrick

Read more

Tony Chan

Ana Burke

Senior Vice President, Business Development at UMB Fund Services

Read more

Partner at Orrick

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Spencer Cohen

Partner at Dentons

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Adam Dunst

Aaron Chan

Chief Financial Officer at Enlightened Hospitality Investments

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Partner at Garnett Station

Partners

Jordan Garay

Anatoli Gavrilov

Managing Director at Flexstone Partners

Read more

Rick Fratus

Managing Partner at Stafford Capital Partners

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Portfolio Manager - Global Private Equity at APG - Asset Management

Read more

Madeleine Gee

Michael Gebhardt

Principal at VSS

Read more

Partner at Pantheon

Read more

Amyn Hassanally

Senior Advisor, Kohlberg, Independent Director, Commonfund at Kohlberg & Company, LLC

Read more

Jessica Hoffman Brennan

Earl Hunt

Partner at Apollo

Read more

Managing Director and Co-Portfolio Manager at Oaktree Capital Management, L.P.

Read more

Jordon Kruse

Principal at AS Birch Grove

Read more

Colleen Kennedy

John Lidington

Co-Portfolio Manager at Man Group

Read more

Senior Director – Financial Services Solutions at Linedata Global Services

Read more

Brian Long

Partner at Orrick

Read more

Daniel Lopez

Natalya Michaels

Managing Director, Head of Investor Relations at Paine Schwartz Partners

Read more

Oliver Norton

VP of Business Development & Head of Americas at Atominvest

Read more

Managing Partner at Constitution Capital Partners

Read more

Vil Ramos

Mekalia Reid

Chief Compliance Officer & Co-Head Of Moonfare US at Moonfare

David Ruff

Partner at Orrick

Read more

Chief Investment Officer, Global Private Equity at Aurivos

Read more

Dail St. Claire

General Counsel & Managing Director at Wafra

Read more

Sumana Setty

Managing Director at Public Pension Capital Management

Read more

Kashyap Shah

Frederick Shaw

Chief Operating Officer at Unifi Asset Management LP

Read more

Greg Shell

Partner/Head of Inclusive Growth Strategy at Goldman Sachs

Read more

Chief Marketing Officer at Sourcescrub

Read more

Mike Waite

Michael Oliver Weinberg

Adjunct Professor of Finance, Columbia Business School and Special Advisor at Tokyo University of Science Endowment

Read more

Henry Wang

Partner, Credit at BC Partners Credit

Read more

Elliott Wertheimer

Partner at Camber Creek

Read more

Managing Director at Motive Partners

Read more

Jingcai Zhu

Contact Us

Sean Sutton

Head of Marketing

sean.sutton@globalfundmedia.com

Carly McGowan

Senior Event Manager

carly.mcgowan@globalfundmedia.com

Victor Benson

Commercial Director

victor.benson@globalfundmedia.com

Do you have any questions? Our team are here to help.

University Club of New York

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

Visit website

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.

APPLY FOR THE PRIVATE EQUITY WIRE

US LEADERSHIP SUMMIT

Please note that registration for this summit is only open to senior executives at fund managers and investors. If you are a service provider and would like to attend, please get in touch with us via the sponsor enquiries form, or on sales@privateequitywire.co.uk.

COMING SOON

Thank you to everyone who joined us!

See you next year!

APPLY FOR THE PRIVATE EQUITY WIRE

US LEADERSHIP SUMMIT

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PUT YOUR BRAND IN FRONT OF 100+ GPs

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 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 year
• Include a full day schedule packed with content and numerous chances to network, including a closing networking drinks reception

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.