Access to Information
Register Now and Save $200!
The Women's Private Equity Summit   November 6-7, 2014 - Midtown Manhattan, New York City
Join Our Mailing List!

2014 Conference Schedule

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

Day One

Thursday, November 6, 2014
2:00 – 3:00 PM
Registration/Sign-In
3:00 – 3:10 PM
Welcome
  • Beth Falk, President, Falk Marques Group; Founder and Managing Director, Women's Alternative Investment Summit
3:10 – 3:55 PM
KEYNOTE INTERVIEW
THE GLOBAL ECONOMY: FORECAST 2015
  • Afsaneh Beschloss, Founder, President and CEO, The Rock Creek Group; Former Treasurer and CIO, The World Bank
  • Economist: to be announced
3:55 – 4:30 PM
KEYNOTE PRESENTATION AND DISCUSSION
A VIEW FROM EUROPE: AN INSTITUTIONAL INVESTOR PERSPECTIVE
  • Sandra Robertson, Chief Investment Officer and Chief Executive Officer, Oxford University Endowment Management Limited
4:30 – 5:00 PM
KEYNOTE PRESENTATION AND DISCUSSION
ALTERNATIVES IN THE NEW REGULATORY ENVIRONMENT
  • Barbara Novick, Vice Chairman, BlackRock
5:15 – 7:30 PM
Kick-Off Networking Reception – Wine Tasting
Location: Fred's at Barneys New York


Day Two

Friday, November 7, 2014
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
8:10 – 8:25 AM
KEYNOTE PRESENTATION AND DISCUSSION
HOW DIVERGENT CENTRAL BANK POLICY MAY IMPACT ALTERNATIVE INVESTING
What will the Fed do next? It's a question constantly being asked as the Federal Reserve attempts to taper its stimulus program. Constance Hunter, KPMG's chief economist for alternative investments, kicks off the day by giving her perspective on this crucial issue and what it may portend for alternative investment managers and institutional investors in the coming year.
  • Constance Hunter, Chief Economist, Alternative Investments, KPMG
8:25 – 9:10 AM
KEYNOTE PANEL DISCUSSION
THE VIEW FROM THE TOP: WHAT CIOs WANT FROM ALTERNATIVES
A surging stock market in 2013 gave pension funds and endowments a respite from ongoing monetary challenges. But chief investment officers know they cannot count on such gains every year and must count more heavily on alternatives. How much of a bet should CIOs be making on private equity, hedge funds, real estate and even natural resources and what are the challenges and opportunities they see? Top CIOs address the challenges and opportunities that they see within these investment sectors.
Moderator: Elaine M. Hughes, Partner and Chair, Fund Formation and Structuring, Lowenstein Sandler
Featured Speakers:
  • Cheryl D. Alston, Executive Director and Chief Investment Officer, Employees' Retirement Fund of the City of Dallas
  • Meredith Jenkins, Co-Chief Investment Officer, Carnegie Corporation of New York
  • Lee Ann Palladino, CFA, Chief Investment Officer, State of Connecticut Retirement Plans and Trust Funds
  • Catherine Ulozas, Chief Investment Officer/Vice President, Drexel University
9:15 – 10:00 AM
KEYNOTE PANEL DISCUSSION
INVESTING IN 2015: WHAT THE FUTURE MAY HOLD
For alternative investment managers, the past two years have been punctuated by a common theme: High valuations. For some managers, the values placed on companies or buildings have not kept them from doing deals. For others, the high prices have prompted a shift towards selling assets. In this session, leading alternative investment managers discuss their 2014 deal strategy and what they expect from 2015.
Moderator: Camille Asaro, Audit Partner, Alternative Investments, KPMG
Featured Speakers:
  • Karen H. Bechtel, Managing Director and Head of the Global Healthcare Group, The Carlyle Group
  • Andrea S. Feingold, CFA, Co-Founder, Managing Partner and Investment Principal, FOC Partners
  • Cia Buckley Marakovits, Chief Investment Officer, Partner, Managing Director and Member of the Investment Committee, Dune Real Estate Partners
  • Sharon Wienbar, Partner, Scale Venture Partners
10:00 – 10:25 AM
KEYNOTE INTERVIEW
BUILDING AN INVESTMENT PROGRAM: CONSIDERING THE "ALTERNATIVES," AVOIDING THE PITFALLS, AND NAVIGATING FORWARD
The Leona M. and Harry B. Helmsley Charitable Trust was created just six years ago in its current form. Over that time period, its assets have grown from $2.6 billion to $5.5 billion. In this special session, Rosalind Hewsenian, the Trust's Chief Investment Officer, discusses its still-developing investment program. She'll outline the program's objectives, give insight on how the financial crisis shaped it and provide perspective on the role that alternatives are playing and may play going forward.
  • Rosalind Hewsenian, Chief Investment Officer, Leona M. and Harry B. Helmsley Charitable Trust
  • Interviewer: Paige Brotherton, Investment Principal, Coller Capital
10:25 – 10:55 AM
NETWORKING REFRESHMENT BREAK
11:00 – 11:45 AM
TRACKED DISCUSSION GROUPS – Concurrent Sessions

Concurrent SPOTLIGHT Discussion Groups shine a light on Hedge Funds, Private Equity, Venture Capital, Real Assets, Real Estate and more. 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
Getting Creative: Finding Deals and Generating Returns
The deal environment: higher valuations, tighter lending, and more efficient companies. When it's harder to do deals, private equity firms find creative ways to deploy their funds and ensure strong returns. Our panelists reveal what they and other firms are doing to stay competitive.
Facilitated by:
  • Laureen Costa, Managing Director, JPMorgan Asset Management (Moderator)
  • Neda Daneshzadeh, Partner, Catterton Partners
  • Juli Marley, Partner, Blue Point Capital Partners
  • Heather Smith Thorne, Director, Swander Pace Capital
SPOTLIGHT ON VENTURE CAPITAL
Big Returns, High Valuations and the Arrival of Hedge Funds: Is the Venture Industry Turning the Corner or Headed for Trouble?
With a surge in IPOs and acquisitions over the past year, the perception of the venture industry has changed dramatically. LPs are more willing to back funds, round sizes and valuations are rising and so-called "tourists" such as hedge funds, mutual funds and corporations are jumping in to back promising companies. A bump in the road or déjà vu to the excesses of the .com period circa 1999-2000? Our panel assesses the state of the industry and what it must do to keep the momentum and LP dollars flowing.
Featured Speakers:
  • Rebecca Connolly, Partner, Fairview Capital
  • Barbara J. Dalton, PhD, Venture Capital, Worldwide Business Development, Pfizer
  • Deborah Farrington, Co-Founder and General Partner, StarVest Partners
  • Rudina Seseri, Partner, Fairhaven Capital
SPOTLIGHT ON HEDGE FUNDS
Hedge Funds of Funds: Their Role and Value for the Industry
Investors had traditionally relied on funds of funds to get a handle on the once-secretive world of hedge funds. But as investors have become more sophisticated, the need for such vehicles is declining. Some institutional investors are either moving away from funds of funds completely or advocating for separate accounts. Our panel discusses this trend, the moves that some funds of funds are making to remain relevant and the impact moving away from the fund of funds model may have going forward.
Featured Speakers:
  • Nina Tannenbaum, Managing Director, Alternatives, Alliance Bernstein (Moderator)
  • Elizabeth M. Hewitt, Managing Director, Public Investments, The Robert Wood Johnson Foundation
  • Roxanne Martino, Partner, Chief Executive Officer, and Investment Committee Chair, Aurora Investment Management
  • Helenmarie Rodgers, Managing Director, KKR Prisma
  • Tracy McHale Stuart, CFA, Partner and Chief Executive Officer, Corbin Capital Partners
SPOTLIGHT ON REAL ESTATE
2015: How LPs and GPs Are Weighing the Fed and Other Potential Game Changers
2014 was an active year for the private equity real estate sector. Fundraising was up. Assets were sold and developments in some regions ticked upward. But, will these trends continue in 2015? The Fed is pulling back on stimulus spending and banks are under continued scrutiny for their lending. Our panel gives their view on the current state of the market, the sectors in which GPs and LPs may look to deploy capital, and the factors that will drive real estate returns this year.
Featured Speakers:
  • Sara Queen, Senior Vice President, Asset Management, U.S. Commercial Operations, Brookfield Properties Corporation
  • Caixia Ziegler, Associate Director/Head of Real Estate, Ford Foundation
  • Roberta Waxman-Lenz, Investment Officer – Real Assets, Investment Management Division, United Nations Joint Staff Pension Fund
SPOTLIGHT ON REAL ASSETS
Drilling Into the Energy Sector: Where Is It Headed?
Surging natural gas production. Increased solar adaption. Rising gasoline prices. Government restrictions on emissions. These are among the factors that investors and entrepreneurs are confronting as they ponder their next moves in the ever-changing energy sector. Sector experts examine the variables and review the opportunities and challenges that lay ahead.
Featured Speakers:
  • Farhana Ahmed, Principal, Canada Pension Plan Investment Board (CPPIB)
  • Jaime Buehl-Reichard, Managing Director, Lindsay Goldberg
  • Carolyn Hansard, Portfolio Manager, Teacher Retirement System of Texas
  • Christina Lampe-Onnerud, Clean Energy Entrepreneur; Founder, Boston-Power and cloteam
  • Silda Wall Spitzer, Principal, NewWorld Capital Group
SPOTLIGHT ON DEBT INVESTING
Distressed Opportunities: Europe and Beyond
Distress opportunities get investors excited. But with an improving global economy these deals have been far and few between – with Europe being the notable exception. Firms continue to raise funds in hopes of gobbling up the debt of challenged companies and properties. Will they find places to deploy that capital in 2015? Our panel gives their take.
Featured Speakers:
  • Sharon Levine, Partner, Lowenstein Sandler (Moderator)
  • Marianna Fassinotti, Managing Director and Co-Portfolio Manager, Distressed Opportunities Funds, Siguler Guff & Company
  • Jody Gunderson, Senior Managing Director, CarVal Investors
  • Marjorie Hogan, PhD, Portfolio Manager and Managing Member, Altum Capital Management
11:50 – 12:35 PM
TRACKED DISCUSSION GROUPS – Concurrent Sessions

Concurrent SPOTLIGHT Discussion Groups shine a light on Energy, the Consumer, Health Care, Emerging Markets, Water, Housing and more. Featuring private equity professionals, venture capital and hedge fund executives, real estate investors and limited partners, these informal guided discussions provide a small-group forum for a candid, in-depth look at topics important to investors.

SPOTLIGHT ON PRIVATE EQUITY
The Co-Investment Dance: Making It Work
On the surface, co-investments appear to be a win-win for both general partners and limited partners. For general partners, it's a way to offer LPs an incentive to back their fund and line up additional capital for deals. For limited partners, such transactions represent a means to generate larger returns. But it takes effort to make such deals truly work. Hear the steps that LPs and GPs are taking to ensure that such deals do have a happy ending.
Featured Speakers:
  • Debbie Ackerman, Partner, Twin Bridge Capital Partners
  • Heather Faust, Managing Director, Castle Harlan
  • Pamela Pavkov, Vice President, Jasper Ridge Partners
  • Robyn Sacks Slutzky, Vice President, Alternative Assets Group, Prudential Financial
SPOTLIGHT ON VENTURE CAPITAL
Getting Disruptive! What Will Be the Breakthrough Technologies in 2020?
Venture capitalists are always seeking the Next Great Thing, whether it's a new way to buy merchandise, treat cancer or manage data. But the question with all such technologies is "Will it last?" Are we seeing the next Bitcoin or the next BetaMax? In this sure-to-be-fun panel, a group of leading investors discusses the hot technologies of today and forecasts which—if any—will upend existing businesses and marketplaces.
Featured Speakers:
  • Linda Lynch, Managing Director, Fisher Lynch Capital (Moderator)
  • Dayna Grayson, Partner, New Enterprise Associates
  • Julie Meyer, Chairman and Chief Executive Officer, Ariadne Capital; Founder, EntrepreneurCountry
  • Deepa Pakianathan, General Partner, Delphi Ventures
SPOTLIGHT ON HEDGE FUNDS
The Battle to Stay Ahead: What Must Managers Do?
Hedge fund managers have had a tough time in recent years. They've had to deal with such things as a soaring stock market, declines in gold and energy prices and, some would say, an image problem perhaps compounded by the public comments of activist investors. Posting strong returns and raising necessary capital is not a given and the road may get even tougher with the rise of liquid alternatives. Our panel discusses what are hedge funds doing—or thinking of doing—to deal with these issues?
Featured Speakers:
  • Vicki Benjamin, Lead Audit Engagement Partner, KPMG (Moderator)
  • Leslie E. Billet, Managing Director, Clearbrook Global Advisors
  • Vanita Gaonkar, Director, Ehrenkranz Partners
  • Frances E. Tuite, CFA, Portfolio Manager, 1837 Partners and RMB Capital
SPOTLIGHT ON REAL ESTATE
Going Direct: What It Means for LPs & GPs …
More limited partners are showing interest in acquiring properties on their own or co-investing with their fund managers. What will it take for these efforts to prove successful and what does this trend mean for GPs going forward as they weigh fundraising and bringing in co-investors to do deals? A panel of real estate experts considers the trend of "going direct."
Featured Speakers:
  • Adriana de Alcantara, Senior Director, Strategic Joint Ventures, Global Real Estate, TIAA-CREF
  • Carol Eglow, Former Director of Real Estate, New York City Office of the Comptroller
  • Joan N. Hayden, Vice President and Corporate Counsel, Prudential Real Estate Investors
  • Julie Solomon, Partner, Ares Management
SPOTLIGHT ON DEBT
2007 Redux? How Investors Are Dealing With the Frothy Credit Market
Five years ago the financial crisis nearly brought the country to a standstill. And yet it appears that tight lending standards and a cautious approach to high-yield bonds have already dissipated. Non-traditional lenders like hedge funds have jumped in and the credit markets appear to have returned to 2006 levels. Will the story be different this time? Our panel looks at the loan market in 2014 and its prospects of the coming year.
Featured Speakers:
  • Sheila A. Sadighi, Partner, Lowenstein Sandler (Moderator)
  • Olga Chernova, Chief Investment Officer and Managing Principal, Sancus Capital
  • Elizabeth Traxler, Principal, Neuberger Berman
  • Yunhee Yoo, Managing Director and Portfolio Manager, Vector Capital
SPOTLIGHT ON EMERGING MARKETS
Emerging Markets: Should You Be Running Out or Running In?
Faced with modest returns and growing political and economic uncertainties, institutional investors are being more cautious about emerging markets. But is that the right approach? Aren't the best returns often generated when a sector is out of favor? Our panel takes on the promise and perils of emerging markets and the challenges that face investors targeting such places as Brazil, China, Africa and Eastern Europe.
Featured Speakers:
  • Sarah Alexander, Managing Director, The Abraaj Group
  • Teresa Barger, Chief Executive Officer and Chief Investment Officer, Cartica Capital
  • Kirstine Damkjaer, Principal, IFC Asset Management Company
  • Daniela Klingebiel, PhD, Principal Portfolio Manager, The World Bank Pension Fund, The World Bank
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 professionals.

1:30 – 1:50 PM
Dessert Reception
2:00 – 2:45 PM
TRACKED DISCUSSION GROUPS – Concurrent Sessions

Concurrent SPOTLIGHT Discussion Groups shine a light on Energy, the Consumer, Health Care, Emerging Markets, Water, Housing and more. Featuring private equity professionals, venture capital and hedge fund executives, real estate investors and limited partners, these informal guided discussions provide a small-group forum for a candid, in-depth look at topics important to investors.

SPOTLIGHT ON PRIVATE EQUITY
Closing Time: What Firms Must Do to Raise a Fund
Limited partners are sending out mixed messages to firms when it comes to fundraising. On the one hand, they are interested in the sector and are looking to deploy capital. On the other hand, they are seeking fewer relationships and tightening expectations with regard to performance and terms. Our panel examines this tricky environment and provides insight into fundraising strategies.
Featured Speakers:
  • Marie T. DeFalco, Partner; Vice Chair, Investment Management Group, Lowenstein Sandler (Moderator)
  • Susannah Carrier, Managing Director and Head of Marketing and Investor Relations, Silver Lake
  • Lauren Leichtman, Chief Executive Officer and Founding Principal, Levine Leichtman Capital
  • Karen Rode, CFA, CPA, Partner, Hewitt EnnisKnupp
SPOTLIGHT ON VENTURE CAPITAL
Tackling Fundraising Head On: How to Succeed
Strong IPO and M&A markets have made limited partners more open to backing venture capital funds. In fact, 2014 kicked off with the strongest fundraising period since 2007. But it's not easy. VCs must still convince LPs that their firm is worth backing and that returns will continue to flow.. Our panelists address the fundraising market, the strategies that are helping raise funds and the results LPs are seeking.
Featured Speakers:
  • Lisa Edgar, Managing Director, Top Tier Capital Partners
  • Crystal McKellar, Managing Director and General Counsel, Mithril Capital Management
SPOTLIGHT ON HEDGE FUNDS
Capital Raising: How to Attract and Keep Investors
Institutional investors are taking a harder look at hedge funds. But getting them to invest in your fund — and stay in — is no easy task. In fact, while more than 1,000 hedge funds were launched in 2013 another 904 funds liquidated during the year, according to Hedge Fund Research. With those figures as bookends, our panelists discuss strategies to find and attract investors and the terms to keep them on board.
Featured Speakers:
  • Mary Beth Glaccum, Director of Business Development, Lucas Capital Management
  • Melissa Santaniello, Founder, Alignment of Interests Association
  • Jennifer N. Stack, Head of Risk Management, Managing Director, GCM Grosvenor
SPOTLIGHT ON REAL ESTATE
Raising a Fund: What Does It Take?
The market has been flooded recently with private equity real estate managers trying to raise funds. According to one count, there are more such funds in the market than offerings for venture capital, buyout, growth equity or natural resources. Of course, with limited partners being selective, not every one of those real estate funds will get raised. Our panel of experts provides their view on the fundraising market, as well as the sectors, strategies and pitches that are winning over LPs.
Featured Speakers:
  • Joanne Douvas, Partner, LGT Clerestory
  • Kathleen McCarthy, Senior Managing Director, Real Estate, Blackstone Group
  • Meagan Nichols, Managing Director-Head of Global Real Assets Research, Cambridge Associates
SPOTLIGHT ON COMPLIANCE
The SEC, AIFMD and FATCA: Is Your Firm Doing the Right Things?
Alternative investment managers are spending as much time worrying about regulations and government agencies as they are about finding the right deal. There is genuine fear that a misstep will get a manager in trouble with officials in the U.S. and Europe or even limited partners. Hear directly from compliance experts the steps firms should take to stay on the straight and narrow and out of trouble.
Featured Speakers:
  • Katherine Dowling, Director, Investor Relations and Compliance, Thoma Bravo
  • April Evans, Partner, Chief Financial Officer and Chief Compliance Officer, Monitor Clipper Partners
  • Jane E. Jarcho, National Associate Director of the Investment Adviser/Investment Company Examination Program in the Office of Compliance Inspections and Examinations, U.S. Securities and Exchange Commission
  • Seonaid Mackenzie, Managing Partner, Sturgeon Ventures
  • Heleen Rietdijk, Director, KPMG
SPOTLIGHT ON SECONDARIES
Are LPs Selling or Buying Funds and What Does It Mean for GPs?
LPs once viewed the secondary market as a venue for funds that either weren't performing or no longer fit their investment criteria. Today, LPs are increasingly looking at the market as both a means to balance their portfolio and an investment opportunity. This, in turn, requires GPs to keep a close eye on who is buying and selling their fund stakes, especially as they gear up to raise a new fund. Our LP panelists discuss how they are looking at secondary opportunities, the prices being paid and what they hope to
Featured Speakers:
  • Louise Boothby, Investment Principal, Coller Capital
2:50 – 3:00 PM
Partner Drawing
3:00 – 3:20 PM
KEYNOTE PRESENTATION AND DISCUSSION
  • Speaker to be announced
3:20 – 4:00 PM
KEYNOTE PANEL DISCUSSION
THE LAST WORD: LPs HAVE THEIR SAY
Being a limited partner in the alternative investment space grows tougher every year. You've got to keep up on the latest strategies, decipher the ever-changing rules and regulations that could have an impact on your managers and identify which funds — old and new — are worth taking a run at. We give our LP panelists the last word as they close out the conference discussing top-of-mind issues today and in 2015.
Featured Speakers:
  • Kristi W. Craig, CFA, Director of Private Markets, Georgetown University Investment Office
  • Janet Yang Devinney, Investment Associate Director, Financial Assets Division, Kamehameha Schools
  • Jane Dietze, Managing Director, Brown University Investment Office
  • Nina F. Scherago, Managing Partner, Edgehill Endowment Partners
4:00 PM
CONFERENCE ADJOURNS

* Program subject to change

Join our mailing list for up-to-date information and visit this site again for continuous updates.