Learn The Latest Trends From Industry Experts

Tuesday, June 23, 2015

Time
Buyouts Funds Track
Buyouts Deals Track
Private Debt Summit
7:00 am Networking Breakfast    
8:00 am Welcome Remarks    
8:05 am Keynote Speaker: Jeffrey Burgis, Partner, Adams Street Partners
8:35 am Keynote Speaker:
Charles Burbidge,
Executive Director, Chicago Teachers Pension
Topic: Risk and Reward In The Private Markets: The Public Pension View
MODERATOR: Chris Witkowsky, Editor, peHUB
9:05 am Lifetime Achievement Award to Wilbur L. Ross Jr., Chairman and Chief Strategy Officer, WL Ross & Co.
MODERATOR: Steve Gelsi, Senior Writer, Buyouts Insider
9:35 am AM Networking Break
10:00 am Funds Panel 1: Where Are Top LPs Placing Their Bets Right Now?

SPEAKERS: Bradley Dorchinecz, Senior Vice President, Northern Trust Alternatives; Tom Kennedy, Managing Director Kensington Capital Partners; Scott Parrish, Portfolio Manager-Private Equity, State of Wisconsin Investment Board; Tarek Saghir, Principal, Grove Street
MODERATOR: Kim Vender Moffat, Principal, Sterling Partners

Deals Panel 1: Five Strategies For Dealing With Today's Lofty Valuations

SPEAKERS: Nathan Brown, Managing Director WindPoint Partners; Michael Gross, Managing Director, Beringea; Stephen Cervieri, Managing Director, Covington Associates; Art Peponis, Head of Private Equity, Angelo Gordon & Co.
MODERATOR: Peter Lieberman, Shareholder, Greenberg Traurig

Private Debt Panel 1: Investors Reveal What They're Looking For In Private Debt Strategies

SPEAKERS: Josh Harlan, Managing Member, Harlan Capital; Randy Rochman, CEO, West Family Investments; Todd Silverman, Senior Vice President, Meketa Investment Group
MODERATOR: Steve Gelsi, Senior Writer, Buyouts Insider

10:30 am Funds Panel 2: Riches From Niches: Off-The-Beaten-Path Strategies That Work

SPEAKERS: Michael Elio, Partner, StepStone Global;
Charles Farber, Managing Director, Liberty Mutual; Gary Post, Managing Partner, Andina Family Office
MODERATOR: Jim Snyder, Partner, Hammond Kennedy Whitney

Deals Panel 2: Just How Good Was That Deal? LPs and a GP Excavate A Case Study

SPEAKERS: Charles Moore, President, The Banc Funds Company, LLC;
Steve Alderson, Managing Director, Asset Management, Abbot Downing; Ward McNally, Managing Partner, McNally Capital; Carol Schleif, Regional CIO, Asset Management, Abbott Downing
MODERATOR: David Toll, Buyouts Insider

Private Debt Panel 2: Should PE Firms Be Putting Debt To Work Alongside Their Equity? Should LPs Let Them?

SPEAKERS: Mark Barnhill, Partner, Platinum Equity; Garrett Kanehann, Partner, BlackEagle Partners; Neetesh Kumar, Partner, Spruceview Capital Partners
MODERATOR: Chris Witkowsky, Editor, peHUB

11:00 am Funds Panel 3: Ten Do's And Don'ts For Raising Your First Fund

SPEAKERS: Gordon Hargraves, Partner, Private Advisors; Ravi Ugale, Director of Private Equity GenSpring Family Offices; John Dickie, Principal, FLAG Capital Management; Chris Farrington, Director, LP Capital Advisors

MODERATOR: Michael Tharp, Co-Founder & Managing Director, Cimmarron Capital

Deals Panel 3: Betting on the Jockey: The Top Clues That Reveal A Winning/Losing Management Team

SPEAKERS: Todd Miller, Principal, Sterling Partners; Peter Berger, Managing Partner, Siris Capital Group; Aaron Cohen, Managing Director, GTCR; Ken Springer, President, Corporate Resolutions
MODERATOR: Gary Silverman, Shareholder, Greenberg Traurig;

Private Debt Panel 3: Debate: Just A Rough Patch, Or Do BDCs Have a Flawed Business Model?

SPEAKERS: Ron Kahn, Managing Director, Lincoln International; Ed Ross, Chairman, CEO & President, Fidus Investment Group; Jeri Harman, Managing Partner, Avante Mezzanine Partners; Tom Gregory, Managing Director, Maranon Capital, L.P.
MODERATOR: John Hague, Partner, Financial Services Industry Leader, McGladrey LLP

11:30 am Keynote Speaker: John Oros, Managing Director, J.C. Flowers & Co.
MODERATOR: David Toll, Executive Editor, Buyouts Insider
12:00 pm Networking Lunch hosted by the Chicago Area Limited Partners Association (CALPA)
1:00 pm Featured Panel: Outlook for Deal Making And Loan Pricing In The Middle Market — The Next 12 Months

SPEAKER: David Solomon, CEO, Lazard Middle Market; Richard Jaffe, Partner, Duane Morris; Rich Lawson, Managing Partner, Co-Founder & CEO, HGGC, LLC
MODERATOR: David Toll, Executive Editor, Buyouts Insider

1:30 pm Funds Panel 4: The LPA: Six Ways Investors Are Pressing For (And Getting) A Better Deal

SPEAKERS: Martin Day, Partner, Caledon Capital Management Inc.; Sanjay Gupta, Executive Director Adveq Management; Christian Albert, Managing Partner, Bowside Capital; David Landau, VP, Alternative Investments, YMCA Retirement Fund; Lee Gardella, Managing Director, Head of Risk Management, Adveq Capital Management
MODERATOR: Chris Witkowsky, Editor, peHUB

Deals Panel 4: Finding Deals: Can It Be Done Without A Head Of Business Development?

SPEAKERS: David Schnadig, Managing Partner, Cortec Group; Joseph Linnen, Senior Partner, The Jordan Company; Scott Finegan, Managing Director, Pfingsten Partners; Jack Waterman, Partner, Insight Equity; Andrew Boisseau, Principal, Insight Equity
MODERATOR: Luisa Beltran, Senior Writer, peHUB

Private Debt Panel 4: Mezzanine Funds: Where They Fit In Today's LP Portfolio

SPEAKERS: Charles Harper, Managing Director, Portfolio Advisors; Daniel Heidenreich, Principal, Hauser Private Equity; Tim Greene, Vice President, Hartford Investment Management Company; Robert Erwin, Managing Director, Babson Capital Management
MODERATOR: Steve Gelsi, Senior Writer, Buyouts Insider

2:00 pm Funds Panel 5: Guerilla Diligence: The Latest Unconventional Fund Diligence Techniques

SPEAKERS: Brett Hickey, Founder & CEO, Star Mountain Capital; Maurice Gordon, Head of Private Equity, Guardian Life Insurance Company; Irwin Loud, CIO, Muller & Monroe Asset Management
MODERATOR: Chris Witkowsky, Editor, peHUB

Deals Panel 5: What's Your Benchmark? The Latest In Performance Measurement

SPEAKER: Joshua Sobeck, Partner, 747 Capital; Michael Elio, Managing Director, StepStone Global
MODERATOR: Luisa Beltran, Senior Writer, peHUB

Private Debt Panel 5: Top Strategies For Dealing With a Tightening Credit Market

SPEAKERS: Sam Tillinghast, CO-CEO, THL Credit; Andrew Petryk, Managing Director, BGLCO; Doug Cruikshank, Managing Director, Enhanced Capital
MODERATOR: Randy Schwimmer Senior Managing Director, Head of Origination & Capital Markets, Churchill Financial

2:30 pm Funds Panel 6: Co-Investments: How LPs Are Making Sure They Outperform Their Own Funds

SPEAKERS: Marshall Bartlett, Managing Director, Fisher Lynch Capital; Dave McCoy, Principal, RCP Advisors; Christopher Eckerman, Senior Investment Officer, State of Wisconsin Investment Board; Mark Sandquist, Vice President, Summit Strategies
MODERATOR: Chris Witkowsky, Editor, peHUB

Deals Panel 6: Bankers Reveal The Top 10 Business Trends Generating Deal Flow

SPEAKERS: David Solomon, CEO, Lazard Middle Market; David Felts, Managing Director, Brookwood Associates; Gretchen Perkins, Partner, Huron Capital Partners
MODERATOR: Luisa Beltran, Senior Writer, peHUB

Private Debt Panel 6: Capital Structure Debate: Where Are The Best Risk-Adjusted Returns Right Now?

SPEAKERS: Jeb Bentley, Director, Private Debt and Equity, Northwestern Mutual Capital; Derek Fricke, Private Equity & Junior Capital, TIAA-CREF Financial Services; Faraz Abbasi, Senior Partner, Centerfield Captial Partners
MODERATOR: Steve Gelsi, Senior Writer, Buyouts Insider

3:00 pm PM Networking Break    
3:30 pm Funds Panel 7: My Most Unusual Metric: LPs Describe The Most Recent Data They're Using To Pick Managers

SPEAKER: Eric Albertson, Senior Investment Director, SL Capital Partners; Adam Chenoweth, Senior Associate, Adams Street Partners; Chrissie Pariso, Sr. Portfolio Manager, Private Equity - Exelon; Shari Young Lewis, Senior Consultant, Private Equity, Aon Hewitt
MODERATOR: John McCormick, Managing Director, Monument Group

Deals Panel 7: Break-out Stars: Three Next Generation Managers Discuss Making It As a New Fund

SPEAKERS: Justin Ishbia, Founding Partner & Managing Partner, Shore Capital Partners; Bill Nordlund, General Partner, Panda Power Funds;
Rich Lawson, Managing Partner, HGGC; Scott Spielvogel, Managing Partner, One Rock Capital Partners, LLC
MODERATOR: Luisa Beltran, Senior Writer, peHUB

Private Debt Panel 7: Shark Tank: Our Panel Of LPs Judges A Private Debt Manager Pitch

SPEAKERS: Paul Watson, Managing Director, Bayshore Capital Advisors; Bruce Ingram, Partner, Aon Hewitt; Marc Friedberg, Managing Director, Wilshire Associates; Jeri Harmon, Managing Partner & CEO, Avante Mezzanine Partners
MODERATOR: Steve Gelsi, Senior Writer, Buyouts Insider

4:00 pm Funds Panel 8: The Contrarian's View: Why Now Is The Right Time For Turnaround And Secondaries Funds

SPEAKERS: Nash Waterman, Vice President, Morgan Stanley Alternative Investment Partners; Brian Gallagher, Partner, Twin Bridge Capital Partners; Kimling Fink, VP - Alternative Investment Research, Canterbury Consulting; Anna Dayn, Founder & CEO, Dayn Advisors, LLC
MODERATOR: David Toll, Executive Editor, Buyouts Insider

Deals Panel 8: Valuations: Should You Be a Buyer, A Seller, Or Both?

SPEAKERS: Bill Tyson, Senior Managing Director/Co-Head of Equity, Investment Banking, BB&T Capital Markets; Glenn Gurtcheff, Managing Director, Harris Williams & Co.; Chris Ackerman, Managing Director, Flexpoint Ford; Stephen Toy, Managing Director, WL Ross & Co. LLC
MODERATOR: Luisa Beltran, Senior Writer, peHUB

Private Debt Panel 8: How Regulatory Volatility Is Upending The Capital Markets

SPEAKERS: K. Roger Davis, Managing Partner, NorthCreek Mezzanine; Chris Hayes, Legislative & Regulatory Counsel, Small Business Investor Alliance; Brad Charchut, Executive Vice President, Sankaty Advisors; Mike Loehrke, Managing Director, Golub Capital
MODERATOR: Steve Gelsi, Senior Writer, Buyouts Insider

4:30 pm Special Presentation: Deal Of The Year Case Study Presentation: Waupaca Foundry
SPEAKER: David Shapiro, Co-Founder and Co-Managing Partner, KPS Capital Partners
4:45 pm Featured Session: Content TBA
5:15 pm Networking Reception    

Wednesday, June 24, 2015

Time Funds Track Deals Track
7:30 am Networking Breakfast
8:15 am Welcome Remarks
8:30 am Keynote Speaker: Carl Thoma, Managing Partner, Thoma Bravo
Topic: Traits of a Successful Private Equity Firm
9:00 am Keynote Speaker: Paul Carbone, Managing Partner, Pritzker Group
MODERATOR: Steve Gelsi, Senior Writer, Buyouts Insider
9:35 am AM Networking Break
10:00 am Funds Panel 9: Shark Tank: Our Panel of LPs Judges PE Manager Pitches

SPEAKERS: Alena Kuprevich, Managing Director, Disciplina Group; Sanjiv Shah, Managing Director, BAML Capital Access Funds; Craig Ferguson, Managing Director, Manulife Capital;Sumit Garg, Managing Partner, Globe Equity Partners
MODERATOR: David Toll, Executive Editor, Buyouts Insider

Deals Panel 9: Six Strategies For Recruiting Top Junior Talent

SPEAKER: Rick Wandoff, Partner, Blue Sea Capital; Ted Kramer, President, Hammond Kennedy Whitney; Noah F. Rhodes III, Principal, Great Point Partners
MODERATOR: Luisa Beltran, Senior Writer, peHUB

10:30 am Funds Panel 10: SEC Enforcement Status Report: Have GPs Cleaned
Up Their Acts?

SPEAKERS: Brad Kartholl, Exam Manager, Securities & Exchange Commission; Amber Landis, Director, Public Policy Association for Corporate Growth; Patrick Michel, Counsel, Sidley Austin Brown Wood; David Smolen, General Counsel & CCO, GI Partners
MODERATOR: David Toll, Executive Editor, Buyouts Insider

Deals Panel 10: The Sponsor-to-Sponsor Sale: How GPs Are Using The Secondaries Market To Maximize Returns

SPEAKERS: Patrick Crocker, Managing Director, MHT MidSpan; Scott Gilbertson, Principal, Origination, Riverside Company; Brian Zaumeyer, Principal, Odyssey Investment Partners
MODERATOR: Luisa Beltran, Senior Writer, peHUB

11:00 am LP Roundtable: How The LP Secondaries Market Is Transforming Portfolio Management

SPEAKERS: Adam Freda, Vice President, Northern Trust Alternatives; Keith Brittain, Principal, Hamilton Lane; Mark Benedetti, Managing Director, Ardian
MODERATOR: David Toll, Executive Editor, Buyouts Insider

Deals Panel 11: Co-Investments: How GPs Can Manage The Wave Of LP Interest

SPEAKERS: Reynold Martin, CFA, Allstate Investments; Jeffrey Kadlic, Co-Founder & Managing Partner, EvoluationCapital Partners; Tripp Taliaferro, Partner, Private Advisors LLC
MODERATOR: Chris Witkowsky, Editor, peHUB; Dave McCoy, Principal, RCP Advisors;

11:30 am The Latest On Tapping Retail Investors and 401Ks For
Fundraising

SPEAKERS: Michael Riak, Principal/Head of U.S. Defined Contribution, Pantheon Ventures; Matthew Osborne, Executive Vice President - Managing Director - Strategic Alternatives, Altegris Advisors
MODERATOR: David Toll, Executive Editor, Buyouts Insider

My Best/Worst Deal: Dealmakers Reveal Their Battle Scars

SPEAKERS: Michael Teplitsky, Vice President, Wynchurch Capital; Mike LaSalle, Partner, Shamrock Capital Advisors; Michael Hollander, Principal, GTCR; Robert Belke, Managing Director, Lovell Minnick Partners LLC
MODERATOR: Chris Witkowsky, Editor, peHUB

12:00 pm Closing Keynote Speaker: Keirsten Lawton, Managing Director - Co-Head US Private Equity Research, Cambridge Associates

 

Time Post Conference Workshop
1:00 - 4:00 pm The Bison Private Equity Performance Workshop & Luncheon

Join us for a special workshop on private equity performance analysis hosted by Bison. Through a series of panels, keynotes and presentations, Bison will share groundbreaking, proprietary data on hard-to-find performance metrics. This session is a can't miss for any LP or GP trying to make sense of current benchmarking trends, key performance metrics, and fundraising.

Click here to learn more.

 

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