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The Women's Private Equity Summit   November 6-7, 2014 - Midtown Manhattan, New York City
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2015 Conference Schedule

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

DAY ONE

THURSDAY, NOVEMBER 5, 2015
1:30 – 2:30 PM
Registration/Sign-In
2:30 – 2:45 PM
WELCOME
  • Beth Falk, President, Falk Marques Group; Founder and Managing Director, Women's Alternative Investment Summit
2:45 – 3:35 PM
KEYNOTE PANEL DISCUSSION
THE ECONOMIST ROUNDTABLE
The 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.
Featured Speakers:
  • Constance Hunter, Chief Economist, KPMG
  • Michelle Meyer, Deputy Head of U.S. Economics and Managing Director, BofA Merrill Lynch Global Research
  • Kathleen Stephansen, Chief Economist and Senior Managing Director, AIG
3:40 – 4:10 PM
KEYNOTE PRESENTATION AND DISCUSSION
WHY THE BLOCKCHAIN WILL HELP THE FINANCIAL SYSTEM – NOT DESTROY IT
During 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.
  • Blythe Masters, Chief Executive Officer, Digital Asset Holdings
4:15 – 4:45 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.
  • Barbara Byrne, Vice Chairman, Investment Banking, Barclays Capital
4:50 – 5:20 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.
  • Rebecca Patterson, Chief Investment Officer, Bessemer Trust Co.
5:30 – 7:30 PM
Welcome Wine Tasting Networking Reception
Location: Freds at Barneys New York

Sponsored by KPMG and Lowenstein Sandler
Come join us for a festive wine tasting reception right down the block at Freds at Barneys New York. The evening will feature a range of outstanding wines served by their winemakers – six of the top women vintners from Napa and Sonoma. Be sure to say hello to representatives of KPMG and Lowenstein Sandler – the Summit's Platinum Sponsors. And, take the opportunity to visit each vineyard's table to chat with the winemakers and leadership from the evening's wine tasting table hosts.


DAY TWO

FRIDAY, NOVEMBER 6, 2015
7:00 – 8:00 AM
Registration/Sign-In
Networking Continental Breakfast
8:00 – 8:10 AM
WELCOME
  • Beth Falk, President, Falk Marques Group; Founder and Managing Director, Women's Alternative Investment Summit
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
Featured Speakers:
  • Vicki L. Fuller, Chief Investment Officer, New York State Common Retirement Fund
  • Lila Hunnewell, Chief Investment Officer, Boston University
  • Jane P. Moncreiff, Chief Investment Officer, CareGroup, Inc.
  • Lucy Rinaldi, Chief Investment Officer, Albert & Mary Lasker Foundation
9:05 – 9:50 AM
KEYNOTE PANEL DISCUSSION
THE HUNT FOR DEALS & RETURNS
With 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
Featured Speakers:
  • Trish Barrigan, Senior Partner, Benson Elliott Capital Management
  • Peggy Koenig, Co-Chief Executive Officer and Managing Partner, ABRY Partners
  • Jane Rowe, Senior Vice President, Teachers' Private Capital, Ontario Teachers' Pension Plan
  • Dana Settle, Co-Founder and Partner, Greycroft Partners
  • Katina Stefanova, Founder and Chief Investment Officer, Marto Investment Partners
9:55 – 10:15 AM
FIRESIDE CHAT
MAKING AN IMPACT: HOW ONE FAMILY OFFICE IS STRIVING TO MAKE A DIFFERENCE
When 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.
  • Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative
  • Interviewer: Paige Brotherton, Principal, Coller Capital
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 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
Private 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.
Panelists:
  • Dana S. Johns, Senior Investment Analyst – Private Equity, Maryland State Retirement and Pension System
  • Ksenija Jovanovic, Director, Private Equity, Zurich Alternative Asset Management
  • Alena J. Kuprevich, Managing Director, Disciplina Group
  • Gretchen B. Perkins, Partner, Huron Capital
  • Jill Raker, Managing Partner, Greenbriar Equity Group
SPOTLIGHT ON VENTURE CAPITAL
Unicorns, 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.
Panelists:
  • Barbara Piette, Managing Principal, Knightsbridge Advisers (Facilitator)
  • Maria Cirino, Co-Founder and Managing Director, .406 Ventures
  • Crystal McKellar, Managing Director, Mithril Capital Management
  • Christine Tsai, Founding Partner, 500 Startups
SPOTLIGHT ON HEDGE FUNDS
The 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.
Panelists:
  • Caroline A. Cooley, Partner and Chief Investment Officer, Crestline Investors
  • Mary Crealese, Senior Partner, Audit Practice, KPMG
  • Caroline Greer, Managing Director, Commonfund Capital
  • Helenmarie Rodgers, Managing Director, KKR Prisma
  • Sarah Keohane Williamson, CFA, CAIA, Partner, Wellington Management Company
SPOTLIGHT ON REAL ESTATE
Can 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.
Panelists:
  • Meagan A. Nichols, Deputy Head of Global Investment Manager Research, Cambridge Associates (Facilitator)
  • Karen Brennan, Managing Director and Head of Americas Custom Accounts, LaSalle Investment Management
  • Carmela Guerrero, Chief Operating Officer and Founder, Ten Capital Management
  • Janice H. Lin, Director, Real Estate Investments, Canada Pension Plan Investment Board
  • Alisa Mall, Director of Investments, Real Assets, Carnegie Corporation of New York
SPOTLIGHT ON REAL ASSETS
Oil: 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.
Panelists:
  • Sharon L. Levine, Partner, Vice Chair, Bankruptcy, Financial Reorganization and Creditors' Rights Department, Lowenstein Sandler (Facilitator)
  • Leslie D. Biddle, Partner and President, Serengeti Asset Management
  • Nancy Lever, Managing Director, ARC Financial Corporation
  • Katherine Richard, Founder and Chief Executive Officer, Warwick Energy Group
  • Olivia C. Wassenaar, Managing Director, Riverstone Holdings
SPOTLIGHT ON EMERGING MARKETS
The 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.
Panelists:
  • Vivina Berla, Senior Partner, Sarona Asset Management
  • Haydee Celaya, Co-Founder and Chief Investment Officer, Avanz Capital
  • Clarisa De Franco, Portfolio Director, Africa Funds, CDC Group
  • Rita-Rose Gagné, Executive Vice President, Growth Markets, Ivanhoé Cambridge
  • Meera Narayanaswamy, Senior Investment Officer, Global Financial Markets - Global Private Equity and Investment Funds, International Finance Corporation
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 Infrastructure. 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
Before 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.
Panelists:
  • Novisi Nirschl, Director of Non-Marketable Investments, Memorial Sloan-Kettering Cancer Center (Facilitator)
  • Kimberly McCaslin, Operating Partner, Bain Capital
  • Lane McDonald, Global Head of Business and Financial Services Vertical, Industry Value Creation Team, Partners Group
  • Jill Wight, Principal, The Carlyle Group
SPOTLIGHT ON VENTURE CAPITAL
Into 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? 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.
Panelists:
  • Courtney Russell McCrea, Managing Director, Weathergage Capital (Facilitator)
  • Jalak Jobanputra, Founding Partner, FuturePerfect Ventures
  • Sara Nayeem, MD, Principal, New Enterprise Associates
  • Kegan Schouwenburg, Founder and Chief Executive Officer, SOLS
  • Melanie Shapiro, PhD, Founder and Chief Executive Officer, Case
SPOTLIGHT ON HEDGE FUNDS
Unrest 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.
Panelists:
  • Nancy Davis, Managing Partner and Chief Investment Officer, Quadratic Capital Management
  • Anne Mathias, CFA, Managing Director and Senior Macro Strategist, Guggenheim Partners Investment Management
  • Vanessa Melendez, Trustee, Children's Aid Society
  • Maria Vassalou, Partner and Portfolio Manager, PWP Global Macro Fund, Perella Weinberg Partners
SPOTLIGHT ON REAL ESTATE
Time 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.
Panelists:
  • Aliza Samuels, Vice President, Non-Marketable Securities, CareGroup, Inc. (Facilitator)
  • Jennifer Boss, Senior Vice President, Portfolio Manager, Heitman
  • Kathy Corton, Principal, Brickman
  • Terri A. Herubin, Portfolio Manager, Cornerstone Real Estate Advisers
SPOTLIGHT ON DEBT
Distressed? 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.
Panelists:
  • Sheila A. Sadighi, Partner, Lowenstein Sandler (Facilitator)
  • Jody Gunderson, Senior Managing Director, CarVal Investors
  • Putri S. Pascualy, Managing Director and Portfolio Manager, PAAMCO
  • Ivona Smith, Managing Director/Portfolio Manager, Fair Oaks Capital
  • Lynette M. Vanderwarker, Managing Director, Credit Strategies Group, KKR
SPOTLIGHT ON REAL ASSETS
Is 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.
Panelists:
  • Anne Valentine Andrews, Managing Director and Chief Operating Officer, BlackRock Infrastructure
  • Kate Budiselik, Investment Advisor, StepStone Group
  • Irene Mavroyannis, Executive Director, Head of North America, Hastings Funds Management
  • Petya Nikolova, Executive Director and Head of Infrastructure Investments, New York City Retirement System
  • Kathryn Leaf Wilmes, Partner, Pantheon
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.

  • The LP-GP Dance: How to Stay in Step
  • Standing Out in the Middle Market
  • Sizing Up China's Economy: What It Means for Alternative Investors
  • Diving Into Europe: How to Deal With Greece, Portugal and Regulations
  • The Ellen Pao Case: Weighing Its Impact on the VC Industry
  • Starting Your Own Firm: What It Takes
  • Real Estate Investing: Where Is the Market Headed in 2016?
  • Activism: Can Hedge Funds Stay Ahead of Corporations and Their Lawyers?
  • Private Equity Emerging Manager Programs
  • About Those Valuations …
  • Targeting the High-End Consumer
  • The Hunt for Water
  • Getting Governments to Allow Infrastructure Investments
  • Mentoring Done Right
  • Rx for Navigating the Health Care Sector
  • M'mm Good … What's Working for Food Investors?
  • Hotels: Are They Still a Good Bet in the Age of Airbnb?
  • It's All in the People: Recruiting and Retaining Talent to Drive Success
  • Impact Investing: Driving Positive Social and Environmental Impact in Your Portfolio
  • Fund of Funds: What Is Their Role Going Forward?
  • Managing the Firm
  • Raising Money From Single Family Offices

*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
Dessert Reception
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 SUCCESS
Is 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.
Panelists:
  • Jennifer James, Partner, Sofinnova Ventures (Facilitator)
  • Stephanie Carter, General Partner, ABS Capital Partners
  • Lisa Cradit, Senior Vice President, Head of the New York Corporate Advisory Practice, H+K Strategies
  • Lauri Kien Kotcher, Senior Advisor, Catterton; Former Chief Marketing Officer, Godiva
  • Karen Morstad, President, Morstad
LP DUE DILIGENCE DONE RIGHT
Should 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.
Panelists:
  • Ashley Johansen, Partner, Coller Capital (Facilitator)
  • Marie T. DeFalco, Partner, Vice Chair, Investment Management Group, Lowenstein Sandler
  • Cari Lodge, Managing Director and Head of Secondaries, Commonfund Capital
  • Agata R. Praczuk, Associate Director, Hedge Funds, MetLife Investments
  • Sheryl Schwartz, Managing Director, Caspian Private Equity
ATTRACTING THE RIGHT TALENT FOR YOUR FIRM AND YOUR COMPANIES
How 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.
Panelists:
  • Lisa Barse Bernstein, Global Head of Human Resources, Apollo Global Management
  • Amanda Foster, PhD, Senior Consultant, Somerville Partners
  • Jennifer Haas, Senior Vice President, Private Equity Integrated Investments, Partners Group (USA)
  • Devon McDonald, Partner, OpenView Venture Partners
PROTECTING YOUR FIRM
Steer 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.
Panelists:
  • Allison Bennington, Partner, ValueAct Capital
  • Mavis A. Kelly, Assistant Director, Office of Compliance Inspections and Examinations (OCIE), U.S. Securities and Exchange Commission
  • Cynthia Izzo, Principal, KPMG
  • Abrielle Rosenthal, Managing Director and Chief Compliance Officer, TowerBrook Capital Partners
IMPACT INVESTING
What 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.
Panelists:
  • Patricia M. Dinneen, PhD, Senior Advisor, The Emerging Markets Private Equity Association (EMPEA) (Facilitator)
  • Christina M. Alfonso, Chief Executive Officer, Madeira Global
  • Noelle Laing, Senior Investment Director, Mission-Related Investing Group, Cambridge Associates
  • Gloria S. Nelund, Chairman and Chief Executive Officer, TriLinc Global
  • Cody Nystrom, Managing Director, SJF Ventures
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 AHEAD
As 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.
  • Deborah Goldberg, Treasurer, Commonwealth of Massachusetts
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
Featured Speakers:
  • Carol Deckbar, Executive Vice President and Chief Executive Officer, TIAA-CREF Asset Management
  • Meghna R. Desai, CFA, Senior Portfolio Manager, Private Markets, New Jersey Division of Investment
  • Irina Tanenbaum, Senior Investment Analyst, The Juilliard School
  • Laurie Weir, Senior Portfolio Manager, Targeted Investment Programs, California Public Employees' Retirement System (CalPERS)
4:00 PM
CONFERENCE ADJOURNS

* Program subject to change

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