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2015 Conference Schedule
From the Producers of
The Women's Private Equity Summit
THURSDAY, NOVEMBER 5, 2015
1:30 – 2:30 PM
2:30 – 2:40 PM
2:40 – 3:25 PM
KEYNOTE PANEL DISCUSSION
THE ECONOMIST ROUNDTABLEThe conference kicks off with an in-depth discussion of the global economy. Our panel of respected economists will offer their projections for 2016 and the potential impact on alternative investments.
Interviewer: Kristin Gilbertson, Chief Investment Officer, Access Industries
3:30 – 4:00 PM
KEYNOTE INTERVIEW AND DISCUSSION
WHY THE BLOCKCHAIN WILL HELP THE FINANCIAL SYSTEM – NOT DESTROY ITDuring her 25 years at JP Morgan Chase, Blythe Masters was an innovator, helping, for instance, to create credit default swaps and lead the bank's giant commodities unit. Earlier this year, she made another potentially innovative move, joining Digital Asset Holdings, a bitcoin-related startup. In this presentation, Blythe will provide an overview of how new distributed digital ledger technologies − like the blockchain − can aid and advance the financial system.
4:05 – 4:35 PM
KEYNOTE PRESENTATION AND DISCUSSION
THE CORPORATE WORLD: WHAT'S AHEAD FOR WALL STREET, DEALS AND WOMEN-LED ENTERPRISES?As vice chairman of investment banking at Barclays Capital, Barbara Byrne is at the forefront of global corporate finance and has keen insight into the acquisition efforts of corporations. Beyond her deep understanding of the ways of Wall Street, Barbara's participation in a recent ETF product launch gave her a unique view on women-led corporations. She will share her perspective on all of these topics during her keynote presentation.
4:40 – 5:10 PM
KEYNOTE PRESENTATION AND DISCUSSION
THE FAMILY OFFICE PERSPECTIVE: WHAT ARE THEY SEEKING?Family offices are a growing part of the investment landscape and are getting increased attention in the alternative investment world. But, what are they looking for in terms of returns and risk? Rebecca Patterson, chief investment officer of one of the pioneering family offices that now works with a number of other such entities, examines these important questions and provides guidance on how she is looking at investment opportunities in 2016.
5:30 – 7:30 PM
Welcome Wine Tasting Networking ReceptionLocation: Freds at Barneys New York
Sponsored by KPMG and Lowenstein Sandler
FRIDAY, NOVEMBER 6, 2015
7:00 – 8:00 AM
Registration/Sign-InNetworking Continental Breakfast
8:00 – 8:10 AM
8:15 – 9:00 AM
KEYNOTE PANEL DISCUSSION
DIVING INTO ALTERNATIVES: WILL INSTITUTIONS GO DEEPER OR PULL UP?When it comes to alternative investments, institutional investors agree on just two things: they want transparency from their managers and they want fees to be reduced. Beyond that, institutions are split on how to invest in the sector and how much. Our panel of chief investment officers evaluates the investment landscape heading into 2016 and shares how they are using and thinking about private equity, venture capital, hedge funds, real estate, and natural resources.
Moderator: Elaine M. Hughes, Partner and Chair, Fund Formation and Structuring, Lowenstein Sandler
9:05 – 9:50 AM
KEYNOTE PANEL DISCUSSION
THE HUNT FOR DEALS & RETURNSWith values high, the past few years have given alternative investors the opportunity to generate significant returns. But, the search for deals has been more problematic because of those high prices. Will that change in 2016, especially as interest rates finally rise and the stock market remains unsteady? Our panel provides insight into how they and their firms are thinking about investing and liquidity.
Moderator: Camille Asaro, Audit Partner, Alternative Investments, KPMG
9:55 – 10:15 AM
MAKING AN IMPACT: HOW ONE FAMILY OFFICE IS STRIVING TO MAKE A DIFFERENCEWhen Liesel Pritzker Simmons and her husband, Ian Simmons, established the Blue Haven Initiative, they wanted it to be more than a vehicle for generating financial returns. They wanted to create a vehicle to allow them and other investors to tackle social and environmental challenges. Liesel sits down to discuss the firm's evolution, its initiatives around the globe, and how Blue Haven uses alternative funds to pursue its mission.
10:20 – 10:50 AM
Networking Refreshment Break
10:55 – 11:40 AM
TRACKED DISCUSSION GROUPS – Concurrent Sessions
Concurrent SPOTLIGHT Discussion Groups shine a light on Private Equity, Venture Capital, Hedge Funds, 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 EQUITYPrivate Equity: What Do LPs Expect and Can GPs Deliver Amid Mounting Challenges?
Finding deals that can generate strong returns has perhaps never been harder for PE firms. Activist investors have essentially eliminated public-to-private transactions, banks are curtailing lending, companies are better run and, of course, prices are high. This, in turn, has made small deals and add-ons to existing platforms the norm. Our panel of LPs and GPs give their perspective on the deal-making environment and what firms are doing, and must do to succeed.
SPOTLIGHT ON VENTURE CAPITALUnicorns, Visitors From Far, Far Away and a Distressed Damsel: Will This VC Story Have a Happy Ending?
The venture industry has been on a roll in recent years, producing impressive returns for limited partners. But, as 2015 rolls to a close, the industry faces an array of concerns, including high valuations; increased capital flow from mutual funds, hedge funds and LPs; and its lack of diversity. Our panelists address the state of the venture industry and offer their perspectives on where it is headed.
SPOTLIGHT ON HEDGE FUNDSThe Transformation of the Hedge Funds Industry: Weighing Its Impact
Being a hedge fund manager has never been more challenging. In addition to the hunt for deals and returns, managers are also finding themselves spending more time with institutional investors, while also worrying about increased regulations and outside scrutiny. These dynamics are changing the industry. Our panel discusses what it means for LPs and GPs, as well as individuals looking to start their own firms.
SPOTLIGHT ON REAL ESTATECan GPs Meet the Expectations of LPs Investing in Real Estate?
When LPs invest in real estate, they look for stable returns – not big ones. But with prices skyrocketing, capital continuing to pour in and interest rates indeed going up, LPs are being forced to take a harder look at the sector and what it may or may not yield. Our panel discusses their expectations and what they are looking for from GPs with regard to strategy and returns.
SPOTLIGHT ON REAL ASSETSOil: Will Distressed Investors Capitalize?
For many private equity and hedge fund firms, the decline in oil prices was seen as a prime opportunity. Suddenly, they could cheaply acquire the debt or drilling rights of troubled energy producers. Will this bet pay off and where is this important sector headed? Our panel assesses the current landscape and considers future prospects.
SPOTLIGHT ON EMERGING MARKETSThe Middle-Class Opportunity
The 2014 watchword for private equity investing in emerging markets was "middle class." According to EMPEA, more than half of the $33.75 billion invested went to sectors directly or indirectly targeting this specific group. Our panel reviews the opportunities that are paying off and weighs in on the competition for eyeballs and dollars.
11:45 AM – 12:30 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 EQUITYBefore the Close: Putting Your Acquisition on the Right Track
The deal your firm has been working on for months is actually going to become a reality. Now, you've got to be sure your firm can generate the expected value out of it. Our panel offers invaluable first-hand advice on what they and their firms would attempt to accomplish over the crucial first 100 days.
SPOTLIGHT ON VENTURE CAPITALInto the Future …
Robots. Drones. Automation. 3-D Printing. New Payment Systems. VCs are increasingly backing companies that seem like a fit for the "Jetson's," but will they be a fit for the businesses and consumers of 2016? And, on the health care side, companies developing gene therapies, immuno-oncology drugs, etc., have achieved stunning public market valuations – but, when can we expect these new modalities to make a real impact on human health? Our panel discusses some of these innovations, the timeline for them to make a true impact, and what we should be on the lookout for in the years to come.
SPOTLIGHT ON HEDGE FUNDSUnrest and Uncertainty: Are Global Macro Funds the Place to Be in 2016?
Dropping oil prices. A strong dollar. Continued unrest in the Middle East. Is it any wonder that Preqin has found that 40 percent of hedge fund investors are seeking hedge funds with a global macro component, like commodities, foreign exchange, fixed income, macro or managed future? Our panel discusses this trend and the opportunities and challenges that macro fund investors may find and face in the coming year.
SPOTLIGHT ON REAL ESTATETime to Buy or Time to Sell?
With prices still sky-high, real estate investors are working harder than ever to find properties that make sense and will ultimately produce a good return. Not surprisingly, more firms are taking advantage of high prices and selling. Will these trends continue in 2016? Are there sectors or regions where investing does make sense? Our panel tackles these issues, and more, to see where real estate investing is headed in the year to come.
SPOTLIGHT ON DEBTDistressed? Emerging Markets? Real Estate? Direct Lending? What Are the Best Opportunities for Debt Investors?
It is a confusing time for debt investors as the United States appears poised to increase interest rates, while Europe is still in recovery mode. Meanwhile, distressed opportunities are limited, emerging markets have proven risky and more firms are deciding that making loans makes more sense than buying them. The panel gives its view on the credit market, where it is headed and where investors may focus in the coming year.
SPOTLIGHT ON REAL ASSETSIs That Road Lined With Gold? What's Ahead for the Infrastructure Sector?
Being an infrastructure investor has never been easy. Simply finding deals can be difficult. But, the level of difficulty has risen even more in recent years as more players, including LPs, have jumped into the sector. Our panelists offer their views on the asset class, the deals that are getting done and may get done, and where returns are headed.
12:40 – 1:30 PM
Networking Luncheon with Optional Roundtable Discussion Groups
Facilitated by industry leaders, these informal discussions highlight current trends and pressing issues, and provide an opportunity to share practical solutions to challenges facing private equity and alternative investment professionals.
*Topics subject to change
To request to host and facilitate a Luncheon Roundtable, please contact Carolyn O'Donnell at Carolyn.Odonnell@FalkMarquesGroup.com
1:30 – 1:50 PM
2:00 – 2:45 PM
TRACKED DISCUSSION GROUPS – PILLARS OF SUCCESS
Concurrent Discussion Groups focus on key issues that GPs and LPs need to confront to find true success.
BRAND-BUILDING SUCCESSIs the Medium Still the Message? Building and Nurturing Your Firm's Reputation
"Image is everything," went the old Canon camera ad. Today, the image of individuals and firms is being shaped by an array of mediums. If you don't do it right, you and your firm may find yourselves missing out on opportunities and needed capital. Our panel provides their expertise on mastering media and the message.
LP DUE DILIGENCE DONE RIGHTShould You Really Invest in That Fund?
Institutional investors are being far more proactive on the terms under which they'll invest in a fund, especially related to management fees. But, are they doing enough to properly decide whether a fund is truly worth backing? Here's a chance to hear how some of your peers evaluate a firm's track record and investment strategies.
ATTRACTING THE RIGHT TALENT FOR YOUR FIRM AND YOUR COMPANIESHow to Know You Have the Right Person
Success in the alternative investment industry lies in the hands of the people who work in it. The decisions being made by investment managers and by company executives are critical to returns. This panel reviews the steps that you and your firm should take when bringing people aboard.
PROTECTING YOUR FIRMSteer Clear of Regulatory, Compliance and Cybersecurity Issues
Alternative investment firms find themselves under constant scrutiny from regulators and computer hackers. Our panel dives into the essential actions firms must take to keep government officials and unwanted headlines at bay.
IMPACT INVESTINGWhat It Takes to Generate Social and Financial Returns
Many investors look at social investing or impact investing as a novel concept, perhaps involving deals in developing countries. But, investing in socially conscious companies or taking steps to make companies more environmentally friendly may be just good business, especially since more institutional investors are committed to such investing. Our panel discusses the growing interest in social impact investing and what it takes for managers to play a role.
2:50 – 3:00 PM
Summit Supporter Drawing
3:00 – 3:20 PM
KEYNOTE PRESENTATION AND DISCUSSION
INSIDE THE MASSACHUSETTS PENSION SYSTEM: THE CHALLENGES TO STAY AHEADAs treasurer of the Commonwealth of Massachusetts, Treasurer Deborah Goldberg has a number of responsibilities. One of the biggest is chairing the board that oversees the state's $62-billion pension plan. She'll discuss the steps the state is taking to meet its responsibilities now, and in the future, and the role that alternatives are playing or may play in that effort.
3:20 – 4:00 PM
KEYNOTE PANEL DISCUSSION
TOP OF THE MARKET? HOW ARE INSTITUTIONAL INVESTORS THINKING ABOUT FUNDS AND THE QUEST FOR RETURNS?Whether one is raising a venture capital fund, a private equity fund, a real estate fund or putting together a hedge fund, the demands from limited partners are increasing. Not only are they seeking strong returns and better terms, but they also want the ability to get involved in special situations and direct deals. Our panel gives their perspective on how they and their organizations are deploying capital and what they want to see and do.
Moderator: Kelly M. Williams, Senior Advisor, GCM Grosvenor
* Program subject to change
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