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Agenda |
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From the Producers of
The Women's Private Equity Summit 
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Conference schedule:Tuesday, December 1, 2009 from 5:30 PM to 8:00 PMKICK-OFF NETWORKING COCKTAIL RECEPTION
Location: SHO Shaun Hergatt at The Setai, at 40 Broad Street, New York City
Wednesday, December 2, 2009 from 7:30 AM to 8:15 PMSUMMIT SESSIONS AND NETWORKING FUNCTIONS
Location: Cipriani Wall Street, at 55 Wall Street, New York City
Join us for an evening and one full day of content-rich sessions and networking with senior-level women in private equity, hedge funds, and other alternative investments. The Women's Alternative Investment Summit is an indispensable industry event providing eye-opening and straightforward discussions of the business, and unparalleled networking! The highly interactive conference features:
AgendaDay One — Tuesday, December 15:30PM
Registration/Sign-In Opens (Location: SHO Shaun Hergatt at The Setai, New York City)
5:30 – 7:45PM
Kick-Off Networking Cocktail Reception (Location: SHO Shaun Hergatt at The Setai, New York City)Hosted by the Women's Alternative Investment Summit and The Wall Street Journal Day Two — Wednesday, December 27:30 – 8:30AM
Registration/Sign-In (Location: Cipriani Wall Street)Networking Continental Breakfast 8:30AM
Welcome
Beth Falk, Founder and Managing Director, Women's Alternative Investment Summit; President, Falk Marques Group LLC
8:40 – 9:40AM
Keynote Panel Discussion:
The LP Perspective: The Search for DetailLimited partners are becoming more hands-on than ever — and more powerful in the private equity and alternative investment game. The "denominator effect" of falling equity-market returns has meant that LPs have to be choosier about which GPs they invest in at the same time that many GPs are asking for additional help with struggling investments or establishing "annex funds" to invest more money in already troubled portfolio companies. As a result, LPs are in defensive mode, doing their own due diligence on portfolio companies, asking for quarterly meetings rather than annual meetings, and winnowing their pool of GP relationships. Our panelists will discuss the new playing field and solutions to lower returns, capital calls, and masses of data from a host of companies.Moderator: Alicia M. Cooney, CFA, Managing Director, Monument Group
Panelists
9:40AM – 11:20 AM
The GP Perspective: Trailblazers Discuss The State Of The MarketLeaders in private equity and alternative investments will discuss their approach to the new age of transparency, and will share their unique perspectives on fundraising, deal flow, and portfolio management in this challenging environment , from where they sit as among the most senior-level professionals in the industry.9:40 – 10:15AM
Keynote Interview:
Trailblazers Talk: The State of the Markets
Interviewer: Pattie Sellers, Editor at Large and Chair, Most Powerful Women Summit, FORTUNE
10:15 – 10:45AM
Networking Refreshment Break
10:45AM – 11:20AM
Keynote Interview:
Interviewer: Heidi N. Moore, Business Writer, covering Wall Street
11:20AM – 12:20PM
Keynote Panel:
PE or Hedge Funds: In This Market, Are there Any Winners?Several years ago, "convergence" was the key word in private equity, indicating the growth of one-stop shops that would include investing, hedge fund investing and capital markets. The downturn of 2007 to 2009 has radically cut those ambitions. Hedge funds, meanwhile, are still resilient and they're expanding into everything from private equity to investment banking. While many factions in the market fight for limited resources - precious dollars from investors - it's hard to say whether private equity and hedge funds will converge or are better off going their separate ways. Our panel will discuss the future of investing.Moderator: Anne Casscells, Managing Director, Co-President and Chief Investment Officer of
Absolute Return Strategies, Aetos Capital (Hedge Funds and Real Estate) Panelists
12:20 – 1:35PM
Networking Luncheon - With Optional Roundtable Discussion GroupsTopics:
1:40 – 2:10PM
Report on Women in Fund Management
2:10 – 2:35PM
Keynote Remarks and Discussion
2:35 – 3:30PM
Keynote Panel:
Managing The Portfolio CompanyThe years of 2003 to 2007 marked an unprecedented leverage boom that made it easy to buy companies, but now makes it hard to manage them. How can companies earn their way out of heavy leverage even as the troubled economy means that cash flow is falling? How can PE firms tweak a company's capital structure, for instance by buying back debt at a discount to boost equity returns? This panel of experts will explore operational decisions that can turn an investment around and monetize returns.Moderator: Claudine Cohen, Senior Manager, Advisory Services, Grant Thornton LLP
Panelists
3:30 – 3:50PM
Special Presentation
The New Reality In The Fasion Industry
3:50 – 4:20PM
Networking Refreshment Break
4:20 – 5:05PM
Keynote Panel:
Navigating The Debt MarketsThe crisis of 2008 changed the relationship between private equity firms and their banks, making each side more wary. Debt has become prohibitively expensive for many firms, causing many private equity firms and hedge funds to avoid the debt markets altogether. Is it worth exploring derivatives, capital-raises, foreign exchange deals and other options? Is distressed debt finally looking like a good investment after burning so many investors over the past year? Our panelists discuss how to avoid signing up for expensive loans, the universe of good terms and how to navigate the new debt capital markets.Moderator: Susan Kasser, Vice President, Carlyle Mezzanine Partners, The Carlyle Group
Panelists
5:05 – 5:45PM
Keynote Interview:
Trailblazers Pen Their Second ActThese alternative investment pioneers all had successful first acts before embarking on new ventures. What drives them and what made them take the leap? Hear how three industry leaders created new initiatives and where they stand today on such issues as succession, fund formation, managing LP relationships effectively, valuing companies, managing risk, and the future of alternative investing.Interviewer: Heidi N. Moore, Business Writer for Wall Street
Keynote Panelists
5:45 – 6:15PM
Keynote
Transparency, Ethics and Accountability in Public Pension Funds
6:15 – 7:45PM
Gala Cocktail Reception
7:45PM
Summit Adjourns
Program subject to change |
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