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The Women's Private Equity Summit   November 6-7, 2014 - Midtown Manhattan, New York City
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2016 Conference Schedule

From the Producers of
The Women's Private Equity Summit
Falk Marques

DAY ONE

THURSDAY, NOVEMBER 3, 2016
1:00 – 2:00 PM
Registration/Sign-In
2:00 – 2:10 PM
WELCOME
  • Beth Falk, President, Falk Marques Group; Founder and Managing Director, Women's Alternative Investment Summit
2:10 – 3:10 PM
KEYNOTE INTERVIEW AND DISCUSSION
INCOME INEQUALITY AND ITS IMPACT ON INVESTMENT DECISION MAKING
Economist and Nobel Prize Laureate Joseph E. Stiglitz, University Professor at Columbia University, sits down with Afsaneh Beschloss, Founder, President and CEO, The Rock Creek Group, and former Treasurer and Chief Investment Officer of the World Bank, to discuss income inequality as one of the most important and consequential issues of our day. They'll explore how fiduciaries are looking at this issue, as well as other economic challenges, as it relates to institutions' investment decisions.
  • Joseph E. Stiglitz, Nobel Prize Laureate in Economics; University Professor, Columbia University
  • Interlocutor: Afsaneh Beschloss, Founder, President and Chief Executive Officer, The Rock Creek Group
3:15 – 3:50 PM
KEYNOTE PRESENTATION AND DISCUSSION
TACKLING THE ASSET MANAGEMENT INDUSTRY'S BIGGEST CHALLENGE: GENERATING RETURNS IN A LOW-RATE ENVIRONMENT
Generating returns has become increasingly tougher for asset management firms in recent years as interest rates have remained low and equities have bounced up and down. As CEO of multi-boutique investment firm New York Life Investment Management, Yie-Hsin Hung must confront this battle on a constant basis. With $300 billion of assets under management, NYLIM is seeking to find the right solutions to keep its institutional and individual investors happy. In a keynote presentation, Yie-Hsin will discuss how NYLIM has pursued opportunities – both organically and acquisitively – and why alternatives are playing, and will continue to play, a significant role in facing this daunting challenge.
  • Yie-Hsin Hung, Chief Executive Officer, New York Life Investment Management
3:55 – 4:25 PM
THE FUTURE OF TRADING: WHAT LIES AHEAD FOR THE MARKETS & TECHNOLOGY?
To many, Nasdaq is where high-flying technology and biotech companies go public. But, there is much more to the exchange – an important element to note in a year when IPOs were, at times, non-existent. There is a focus on new markets, new ways of trading, and such emerging areas as the blockchain and machine intelligence. In this discussion, Nasdaq President Adena Friedman discusses what Nasdaq is up to, the new opportunities it is pursuing, and what lies ahead for offers in the future.
  • Adena Friedman, President and Chief Operating Officer, Nasdaq
  • Interviewer: Mary Crealese, Senior Partner, Audit Practice, KPMG
4:30 – 4:50 PM
KEYNOTE DISCUSSION
To be announced
5:00 – 7:15 PM
Welcome Networking Reception at Avra on Madison

(Located on 16 E 60th Street between Madison and 5th Avenues, just around the corner from The Pierre)
Sponsored by KPMG


DAY TWO

FRIDAY, NOVEMBER 4, 2016
7:15 – 8:15 AM
Registration/Sign-In
Networking Continental Breakfast
8:15 – 8:25 AM
WELCOME
  • Beth Falk, President, Falk Marques Group; Founder and Managing Director, Women's Alternative Investment Summit
8:30 – 9:15 AM
CIO KEYNOTE PANEL DISCUSSION
THE PUSH TO AVOID VOLATILITY: HOW BIG A ROLE FOR ALTERNATIVES?
Institutional investors have long had exposure to alternatives. The volatile equities market has prompted investors to up their allocations even more, deploying capital not only to private equity and hedge funds, but also to real estate and other real assets. But just how far will institutional investors go and for how long will this trend make sense? Our panelists give their take on 2016 investment trends and what they are expecting in 2017.
Moderator: Suzanne O. Donohoe, Member and Head of Client and Partner Group, KKR
Featured Speakers:
  • Ellen Cooper, Executive Vice President and Chief Investment Officer, Lincoln Financial Group
  • Adele Gorrilla, CFA, Chief Investment Officer, Denison University
  • Jennifer Heller, President and Chief Investment Officer, Brandywine Group Advisors
  • Kathleen E. Jacobs, Chief Investment Officer, New York University
9:20 – 10:05 AM
KEYNOTE PANEL DISCUSSION
THE NEW INVESTMENT GAME
In recent years, private equity and alternatives investors dealt with the double-edged sword of high valuations. While these values enabled firms to sell existing holdings and generate strong returns, they made new investments challenging. In 2016, those values began to slide and investors moved from selling to buying. Our panelists discuss how they and their firms reacted to this shift and what they are looking for in 2017.
Moderator: Camille Asaro, Audit Partner, Alternative Investments, KPMG
Featured Speakers:
  • Anne Valentine Andrews, Managing Director and Chief Operating Officer, BlackRock Infrastructure Investment Group
  • Valerie J. Friedman, Principal, Bracebridge Capital
  • Dayna B. Grayson, Partner, NEA
  • Jennifer Baxter Moser, Managing Director, TSG Consumer Partners
  • Lauren Hochfelder Silverman, Managing Director, Morgan Stanley
10:10 – 10:30 AM
FIRESIDE CHAT
INVESTING IN 2017: HOW COMMONFUND IS THINKING ABOUT THE MARKET, ALTERNATIVES AND FINDING ALPHA
Asset management firm Commonfund has two important missions: Creating investment solutions for nonprofits that do not have the scale and access to the best managers and strategies, and bringing current best practices to institutional investors. Firm CEO Catherine Keating sits down to discuss not only its mission, but also how it is trying to navigate the investing environment. With $24 billion in assets, Commonfund has to be thoughtful about its strategy. Catherine talks about what it saw in 2016, how it is utilizing alternatives, and expectations for the upcoming year.
  • Catherine M. Keating, President and Chief Executive Officer, Commonfund
  • Interviewer: Paige Brotherton, Partner, Coller Capital
10:35 – 11:05 AM
Networking Refreshment Break
11:10 – 11:55 AM
TRACKED DISCUSSION GROUPS – Concurrent Sessions

Concurrent SPOTLIGHT Discussion Groups shine a light on Private Equity, Venture Capital, Hedge Funds, Real Estate, Real Assets and Emerging Markets. Facilitated by leaders in each asset class, these discussions provide a small-group forum for a candid and in-depth look at topics important to general partners, limited partners and advisors to the industry.

SPOTLIGHT ON PRIVATE EQUITY
Time to Buy or Time to Sell? What Lies Ahead for the Private Equity Industry?
When the stock market headed south in January, it appeared that the PE industry would move from seller to buyer. The year, however, has not played out as thought as investors have struggled to find deals, and, at times, sufficient debt. Add-on deals have, at times, looked like the focus for many firms, leading to questions about where the industry is headed. Our panel of GPs and LPs give their perspective on what they are expecting in 2017.
Panelists:
  • Lisa Sun, Investment Manager, Coller Capital (Facilitator)
  • Cindy J. Babitt, Managing Partner, Cyprium Investment Partners
  • Maud Brown, Managing Director, Corporate Investment - North America, Investcorp
  • Alison Minter, Managing Director, North Castle Partners
  • Amanda Parness, Managing Principal, GoldPoint Partners
SPOTLIGHT ON VENTURE CAPITAL
VC Firms Flush With Capital: Can They Successfully Deploy It and Keep LPs Happy?
With returns strong, the venture industry raised some $60 billion in 2014 and 2015, and started 2016 with the largest quarter since the .com days of 2000. The environment for investing, though, has changed dramatically over the past year as valuations of many high-flying companies have declined and the IPO window has been effectively closed. Our panel dives into what the venture industry is doing and must do to find success.
Panelists:
  • Sheila Ryan, Managing Director and Director of Private Investments, Cambridge Associates (Facilitator)
  • Patricia Kemp, General Partner, Oak HC/FT
  • Amy Schulman, Venture Partner, Polaris Partners
  • Alison Svizzero, Director of Investments, Boston Children's Hospital
  • Ellie Wheeler, Partner, Greycroft Partners
SPOTLIGHT ON HEDGE FUNDS
Hedge Funds Still Make Sense for Institutional Investors - Right?
A tough year plus high fees have put hedge funds on the defensive. A growing number of institutions have reduced, or, in the case of CalPERS, pulled out of hedge funds all together. Will these institutions come to regret these decisions or do hedge funds need to change their ways? Has a lack of transparency and high fees, paired with not-so-great returns, paved the way for an industry contraction?
Panelists:
  • Samantha Levenstein, Senior Portfolio Advisor, Aksia (Facilitator)
  • Kelly Chesney, Principal, Pluscios Management
  • Caroline Gillespie Greer, Managing Director, Commonfund
  • Brooke Jones, Director of Investments, Carnegie Corporation of New York
  • Maria V. Tarhanidis, Managing Director, Alternative Investments - Hedge Fund Strategies, MetLife Investments
SPOTLIGHT ON REAL ESTATE
The Real Estate Sector in 2017: What LPs and GPs Are Expecting
Our panel takes stock of 2016 and considers what lies ahead in the private equity real estate sector. What segments look promising and which ones are fading? Where are interest rates heading and what impact will they have on deals? And, in a post-Brexit world, will foreign buyers remain relevant?
Panelists:
  • Radhika Cobb, Investment Director, Hamilton Lane (Facilitator)
  • Greta Guggenheim, Chief Executive Officer, TPG Real Estate Finance Trust
  • Tuba Malinowski, Managing Director, Stockbridge Capital Partners
  • Dana Roffman, Managing Director, Angelo, Gordon & Co.
  • Christina Scarlato, Principal Portfolio Manager, Real Assets, The World Bank
SPOTLIGHT ON A SECTOR
China in 2017: Opportunity or Challenge?
Reports of China's slowing growth sent jolts through the global stock markets in early 2016 and forced many to rethink how to target the country. Our group of China-focused alternative investment managers offers an up-close assessment of this critically important nation.
Panelists:
  • Elaine S. Chan, Senior Investment Manager, The Johnson Company (Facilitator)
  • Lay Hong Lee, Founding Partner and Managing Director, Eagle Asia Partners
  • Michelle Leung, Founder and KathleChief Executive Officer, Xingtai Capital Management
  • Yi Li, Partner, Lunar Capital
  • Christina McGuire, Portfolio Manager, Aperios Partners
SPOTLIGHT ON THE FIRM
Marketing a Private Fund: Finding Opportunities and Avoiding Trouble
The restrictions on what fund managers can claim when marketing a fund have never been stronger. Suggesting that your firm was involved in a deal that firm principals were not could cause major issues with LPs and the SEC. At the same, though, there is a desire by both the firm and LPs to understand just who did what deals. Our panel takes us through this increasingly tricky dynamic and how their firms deal with this issue.
Panelists:
  • Elizabeth Shea Fries, Partner, Goodwin Procter (Facilitator)
  • Marie Noble, Partner, General Counsel and Chief Compliance Officer, SkyBridge Capital
  • Kelly Riera, Director of Compliance, TA Associates
  • Rebecca Tabb, Principal and Chief Compliance Officer, Owl Rock Capital Partners
  • Heather R. Zuzenak, Chief Compliance Officer, Advent International Corporation
12:00 – 12:45 PM
TRACKED DISCUSSION GROUPS – CONCURRENT SESSIONS

Concurrent SPOTLIGHT Discussion Groups shine a light on Private Equity, Venture Capital, Hedge Funds, Real Estate, Debt and Real Assets. Facilitated by leaders in each asset class, these discussions provide a small-group forum for a candid and in-depth look at topics important to general partners, limited partners and advisors to the industry.

SPOTLIGHT ON PRIVATE EQUITY
The Co-Investment Dance: What It Takes to Win Over LPs
When it comes to investing in private equity, many limited partners have reached a key conclusion: The best returns can come from being involved in investing alongside their managers. But, such investing can be fraught with potential downsides for both the LP and the GP. Our panel of industry veterans give their perspective on what works and what doesn't.
Panelists:
  • Sanjana Tiwari, Senior Investment Manager, BMO Global Asset Management (Facilitator)
  • Paige Daly, Managing Director, Harvest Partners
  • Sarah Kim, Principal, Clayton Dubilier & Rice
  • Sheryl Schwartz, Managing Director, Caspian Private Equity
  • Caroline Williams, Partner, Walkers
SPOTLIGHT ON VENTURE CAPITAL
The VC Industry Evolves: Will New Strategies Find Lasting Success?
It wasn't that long ago that most venture firms looked very similar. You know, an office in Silicon Valley or the Boston area, four to six partners, and a focus on IT or health care. In recent years, though, variety has entered the industry. There have been new approaches, new strategies and new investment focuses. Our panelists discuss what their firms are attempting to do and why their models will last and generate necessary results.
Panelists:
  • Linda Lynch, Managing Director, Fisher Lynch Capital (Facilitator)
  • Anu Duggal, Founding Partner, Female Founders Fund
  • Heather Hartnett, Chief Executive Officer and Founding Partner, Human Ventures
  • Karin Klein, Partner, Bloomberg Beta
  • Huoy-Ming Yeh, Founder and Managing Partner, CSC Upshot Ventures
SPOTLIGHT ON HEDGE FUNDS
The Investing Strategy That Makes the Most Sense in the Coming Year Will Be ...
Hedge fund managers and LPs examine the investment environment and consider the strategies they think may generate the best returns in '17. They'll discuss whether activism might still work, whether commodities could come back in style, and how distress and absolute return strategies will fare. They'll also give their view on the opportunities and challenges that BREXIT will present.
Panelists:
  • Alifia Doriwala, Managing Director and Partner, The Rock Creek Group (Facilitator)
  • Gwen Cheni, CFA, Assistant Portfolio Manager, Pier 88 Investment Partners
  • Kelsey Deshler, Portfolio Manager and Research Head, Credit Suisse Asset Management
  • Nili Gilbert, CFA, Co-Founder and Portfolio Manager, Matarin Capital Management
  • Isabel C. Serra Paiz, Founding Partner, Cygnus Asset Management SGIIC, SA
SPOTLIGHT ON REAL ESTATE
LPs Get Proactive: What It Means for Real Estate Investment Firms
Real estate limited partners have been borrowing the LP playbook of their private equity peers. Rather than just invest in funds, they are seeking out deals on their own, co-investing with their managers and utilizing the secondary market. This trend is starting to disrupt the LP-GP dynamic and may set the stage for some significant changes.
Panelists:
  • Sarah Schwarzschild, Principal, Metropolitan Real Estate (Facilitator)
  • Adriana de Alcantara, Senior Director, Strategic Joint Ventures, Global Real Estate, TIAA Global Asset Management
  • Joyce Shapiro, Managing Director, JLL
  • Meena Thever, Director, BlackRock Alternatives Specialists
SPOTLIGHT ON A SECTOR
Power Play: Where Will Energy Investors Generate the Best Returns?
Will oil prices come back? Can energy infrastructure plays pay off? Are renewables the way to go? These are just some of the questions that energy investors have been wrestling with over the past several years as oil and gas prices have fallen. Our panel gives its take on this globally important sector.
Panelists:
  • Ellen S. Smith, Senior Managing Director, FTI Consulting (Facilitator)
  • Sara G. Graziano, Principal, Energy Capital Partners
  • Jiong Ma, Partner, Braemar Energy Ventures
  • Geeta Sankappanavar, Co-Founder, President and Chief Operating Officer, Grafton Asset Management
  • Sarah Wright, Managing Partner, Hull Street Energy
SPOTLIGHT ON THE FIRM
Doing Good While Creating Value for Institutional Investors
Thanks to regulations and the desire to act as — and be known as — a socially responsible firm, alternative investment managers are increasingly touting their ESG policies. And, while establishing policies to invest responsibly and make an impact is lauded, LPs usually focus on one thing: Returns. In this panel, managers and their backers provide perspective on how incorporating ESG issues into the decision-making process is consistent with creating value, and what it takes to truly achieve "the double bottom line."
Panelists:
  • Noelle Laing, CFA, Managing Director, Cambridge Associates (Facilitator)
  • Kate Ahern, Director, ESG and Communications, Bain Capital
  • Jameela Pedicini, Director, Perella Weinberg Partners
  • Elizabeth Seeger, Director, Public Affairs, KKR
  • Christina M. Zimmermann, Managing Director, ESG Research, Wellington Management
12:55 – 1:45 PM
Networking Luncheon with Optional Roundtable Discussion Groups

Facilitated by industry leaders, these informal discussions highlight current trends and pressing issues. These casual discussions encourage like-minded attendees to share practical solutions to challenges facing private equity and alternative investment professionals.

To request to host and facilitate a Luncheon Roundtable, please contact Carolyn O'Donnell at Carolyn.Odonnell@FalkMarquesGroup.com

1:45 – 2:05 PM
Dessert Reception
2:15 – 3:00 PM
TRACKED DISCUSSION GROUPS – FINDING SUCCESS IN …

Concurrent Discussion Groups focus on key issues that GPs and LPs need to confront to find true success.

FINDING SUCCESS IN …
Fundraising: What It Will Take for PE and VC Firms to Reach the Finish Line
The push by limited partners to reduce fees and firm relationships has added further complexity to the fundraising process. Our panel looks at what it takes for firms to win over LPs and bring about an expedient fund close.
Panelists:
  • Laura Fahrney, Principal, Ridgemont Equity Partners
  • Claudia Baron, Partner and Head of Fund of Funds, PPM America Capital Partners
  • Chenkay Li, Vice President, Hamilton Lane
  • Amy L. Schondra, Director, Private Equity, Hirtle, Callaghan & Co.
  • Rinat Yogev, Vice President, Private Equity, Allianz Capital Partners
FINDING SUCCESS IN …
Fundraising: What PE Real Estate Firms Must Do
Over the past few years, institutional investors have shown a strong liking for real estate, pouring record amounts of capital into the asset class. Will that continue, and, more importantly, what are LPs seeking in terms of strategy and terms?
Panelists:
  • Terri A. Herubin, Investment Advisor, Cornerstone Real Estate Advisers (Facilitator)
  • Cherie Santos-Wuest, Managing Partner, Celadon Venture Advisors
  • Jani Venter, Associate Partner, Aon Hewitt
  • Lanhee C. Yung, Global Head of Capital Raising and Investor Relations, Starwood Capital Group
FINDING SUCCESS IN …
Raising Capital: What Hedge Fund Managers Are Doing to Gain Traction With Investors
Many hedge fund managers have struggled over the past year to raise capital, the result of low returns by the industry as a whole. Panelists discuss what it takes to get traction with LPs, the creative strategies that some firms are trying, the terms being agreed to, and, of course, the returns that must be generated.
Panelists:
  • Gabriela Bockhaus, Former Chief Executive Officer, Brevan Howard Asset Management
  • Elizabeth R. Hilpman, President, Barlow Partners
  • Valbona Schwab, Director of Marketable Assets, CareGroup Investment Office
  • Amanda Tepper, Chief Executive Officer, Chestnut Advisory Group
FINDING SUCCESS IN …
Infrastructure Debt
With regulations limiting the ability of banks to lend to infrastructure projects, alternative investment firms are sensing opportunity. In fact, managers raised $11.5 billion in infrastructure debt funds in 2015 and they hope to grow that number in 2016. The interest in such funds stands in contrast to the interest often shown for pure infrastructure funds. Our panel dives into this sector and discusses the opportunities and challenges facing investors.
Panelists:
  • Hadley Peer Marshall, Senior Vice President, Brookfield Asset Management (Facilitator)
  • Marietta Moshiashvili, Managing Director and Group Head of Energy and Infrastructure, TIAA Global Asset Management
  • Petya Nikolova, Head of Infrastructure Investments, New York City Retirement System
  • Janet Rabovsky, Partner, Ellement
  • Jessica Thompson, Associate Director, Debt Investments, IFM Investors
FINDING SUCCESS IN …
Operational Due Diligence: What LPs Can Do to Achieve Value
Limited partners used to worry about one thing: Returns. Today, facing a host of concerns, LPs must dig much deeper into the inner operations of their managers. They not only want to understand how they are doing deals, but also how they are managing their business, their cash and their data. Equally important is what LPs are doing to protect their firms from third-party risks and cyberattacks. Our panel gives perspective on the red flags that they look for in these reviews; how ODD can be a strategic advantage and create "operational alpha;" their views on the "right" amount of transparency and how to evaluate firms, whether they are small VC entities or large asset managers.
Panelists:
  • Liz Porter, Senior Vice President and Chief Investment Services Officer, Arch Capital Services (Facilitator)
  • Melanie Pickett, Managing Director and Chief Operating Officer, Emory Investment Management
  • Tracy Schwartz, Chief Operating Officer, White Elm Capital
  • Sara Yarmand, Senior Manager, Operational Due Diligence, Investment Operations, Canada Pension Plan Investment Board
3:05 – 3:15 PM
Summit Supporter Drawing
3:15 – 3:35 PM
KEYNOTE PRESENTATION AND DISCUSSION
To be announced
3:35 – 4:15 PM
KEYNOTE PANEL DISCUSSION
FEES? INVESTMENT STRATEGIES? RETURNS? LPs HAVE THEIR SAY
Institutional investors are leaning more heavily on private equity and other alternative investments for the returns they so badly need. That means added pressure and more significant decisions for those overseeing the investing in private equity, venture capital, hedge funds, real estate and other alternatives. Our panelists discuss those pressures and what they are looking for from existing and new managers.
Moderator: To be announced
Featured Speakers:
  • Christine A. Gogan, CFA, Investment Director, Private Equity Unit, CalPERS
  • Bei Saville, CFA, Senior Endowments and Foundations Chief Investment Officer, Northern Trust
  • Suzanne Streeter, Senior Principal, Partners Capital Investment Group
  • Julie Vollenweider, Managing Director, Private Markets, Emory University
4:15 PM
CONFERENCE ADJOURNS

* Program subject to change

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