Uniting minority, female-led, and emerging managers with institutional investors in the PE & VC space

Conference Postponed to November 20, 2020:

PEI Media has been working with our teams, clients and suppliers to monitor the impact of the Novel Coronavirus (COVID-19) outbreak. As part of this review, we have made the very difficult decision to postpone Emerging Manager Connect, scheduled to take place July 22 at the Harvard Club, NYC. The new date is November 20, 2020 at the same venue.

We apologize for any inconvenience caused, but as always, the safety and health of our participants, community and staff are our priority and we feel this is the best option.

If you have any questions, please contact regny@peimedia.com

To view our terms and conditions, click here.

Emerging and diverse managers represent about half of the firms in the GP universe but are typically excluded from institutional searches, according to recent studies. With many programs guided by state statutes along with a strong track record of delivering higher returns, many institutional investors are increasing their capital deployment to emerging managers now more than ever.

Join 250+ Emerging Managers, GPs and LPs on November 20th at Emerging Managers Connect for critical insight on first-time, second-time, and M/WBE fund managers in the PE and VC universe. Find out how institutional investors are working within this growing sector.

Discussions will revolve around the most pressing topics and best practices affecting the EM and LP today including:

  • The LP view of the EM landscape
  • The rise of operational due diligence
  • Constructing a diversified LP portfolio
  • The vetting and selection processes
  • Establishing an EM fund: critical considerations
  • Innovative strategies for diverse investments
  • Fundraising best practices
  • The role of emerging managers in portfolio construction
  • Co-investing strategies and trends

New keynote announced:

Melissa Conyears-Ervin
Treasurer
City of Chicago

Who Should Attend?

  • Emerging Managers
  • Independent Sponsors (Fundless Sponsors)
  • Placement Agents, Law Firms, Accountants, Bankers, Lenders And other Service Providers
  • Deal intermediaries who advise or manage deal flow opportunities in private capital
  • Limited Partners / Investors / Allocators who invest in private partnerships
  • CEOs of venture- or private equity-backed private companies
  • Corporate development executives who provide exit opportunities for private capital funds

Who Attends PartnerConnect Events?

Virtually every major Financial Sponsor and hundreds of LPs. Here are a sample of firms that have attended PartnerConnect events. For a sampling of some of the 4,000+ attendees in the last several years.

  • Harvard Management Company
  • College of the Holy Cross Endowment
  • QIC
  • Pennsylvania State Employees Retirement System
  • The James Irvine Foundation
  • UPS Group Trust

What is an Emerging Manager?

Generally speaking, Emerging Managers will be firms early in their existence, raising institutional capital for funds one, two or three. This category would also include diverse and female-operated firms, transition groups who’ve spun out of larger firms, fundless sponsors, and many funds under $1 billion in size. By strategy we welcome private markets fund managers of all kinds, including private equity, venture capital, real estate, growth equity, mezzanine debt, and more.

ExecConnect Meetings With LPs

Now celebrating our eighth year of our ExecConnect Private Meeting Program, we are proud to say we’ve arranged over 9,000 1:1 meetings between fund managers and limited partners. Based on feedback from our participants, hundreds of millions in commitments have been made by LPs to GPs they met in our program. Participants efficiently move through 20 minute private meetings. For more information, click here.



LP-Only and Dealmakers Dinner

We host dinners for LPs the night of our event. Each dinner typically has 40-50 attendees. For sponsorship opportunities please reach out to Andrew C. Yale at  ayale@buyoutsinsider.com.

GP-Only and Dealmakers Dinner

We host dinners for GP the night of our event. Each dinner typically has 40-50 attendees. For sponsorship opportunities please reach out to Tyler Mitchell at tyler.m@peimedia.com.

Emerging Manger Connect conferences bring together qualified investors, fund managers, independent sponsors, family offices & service providers for unbeatable networking and award-winning panels.

SEE WHAT OUR ATTENDEES HAVE TO SAY

Jeffrey Kadlic

Evolution Capital Partners

The Emerging Manager Conference was a valuable event for Evolution because it provided speakers and LP introductions targeted to the specific needs and interest…

Read full testimonial

Ami Samuels

Gatewood Capital Partners

The Emerging Manager Connect conference was an excellent event for meeting new managers. The one on one meetings were especially helpful for our seeding and spo…

Read full testimonial

Gordon Hargraves

Private Advisors

As active investors focused on the lower middle market, Emerging Manager Connect is a valuable tool for us to connect efficiently with a large number of manager…

Read full testimonial
Day 1
View agenda page

Agenda

Day 1 - Friday 20th

Opening
08:00 - 09:00

Registration and Networking Breakfast

08:00 - 09:00

Women’s Networking (Working) Breakfast

00:00 - 09:10

Welcome Remarks

09:10 - 09:35

Gen II’s Emerging Manager Report: The Essential Tool for New PE and VC Firms

Morning Sessions
09:35 - 10:15

Through the eyes of an LP: The emerging manager market and investor demand

  • The current state and evolution of the EM market
  • How emerging managers are differentiating themselves to LPs
  • Why investors seek out first time funds
  • Factors to watch that drive performance
  • Setting mandates to allocate capital
  • Sourcing and choosing an emerging manager
10:15 - 10:55

Key Factors in effective capital raising

  • Strategies to help drive performance
  • The advantages and disadvantages of utilizing an anchor tenant
  • Using a placement agent
  • Investor expectations: due diligence process
  • Mitigating risk
  • Generating and maintaining deal flow
  • Sourcing approaches
10:55 - 11:15

Morning Networking Break

11:15 - 11:55

Success stories of a first-time fund manager

  • Establishing a track record beyond a spin-out
  • Fee structuring
  • Sourcing opportunities
  • Fund operations/back office
  • Maintaining and reporting transparency
  • Working with a MoM
  • In-house vs. outsourcing
Keynote
11:55 - 12:25

Keynote Address

Lunch
12:25 - 13:25

Networking Luncheon

Breakouts: The GP Outlook
13:25 - 14:10

A. How emerging managers build and incorporate an ESG program

13:25 - 14:10

B. Innovative strategies for niche sectors

Breakouts: The LP Insight
14:10 - 14:50

C. Private equity: What’s driving allocations

14:10 - 14:50

D. Utilizing emerging managers for portfolio diversification

Break
14:50 - 15:15

Afternoon Networking Break

Afternoon Sessions
15:15 - 15:55

Opportunities in real estate

  • Insight into current market views
  • Current state of the industry
  • Portfolio construction
  • Investment preferences
  • Sourcing and choosing an emerging manager
15:55 - 16:35

Thoughtful Co-Investing: From vision to reality

  • Incentives to attract LPs
  • Understanding and addressing investor interest
  • Co-investing rights to LPs
  • Determining and agreeing on management fees
  • Revenue sharing
Keynote
16:35 - 18:00

Closing Keynote

Dinner
18:00 - 20:00

LP Dinner *invitation only

If you are interested in a speaking role, please contact the conference producer, Melissa Baer, at melissa.b@peimedia.com

 

2020 Speakers Coming Soon

Please visit us soon for the announcement of our 2020 Conference Speakers.
If you are interested in a speaking role, please contact the conference producer, Melissa Baer, at melissa.b@peimedia.com

WHAT IS EXECCONNECT
ExecConnect is a proprietary private meeting program consisting of meticulously pre-scheduled 20-minute meetings between mutually interested GPs and LPs. Each One-to-One Meeting is carefully vetted by ExecConnect Directors to ensure that LPs looking to commit capital and GPs looking to raise capital meet in a relaxed, efficient and effective manner. View the list of attendees in advance, pre-select those you would most like to meet and let us do the rest! You’ll arrive at Emerging Manager Connect with a full schedule of meetings organized by our VIP team.

ExecConnect removes the countless hours of research and travel needed for investors and managers whose goals are in symmetry, to meet in person. The time and hassle you avoid is incalculable.

If you are a General Partner (GP), please contact Andrew Yale via email at AYale@buyoutsinsider.com or via telephone on +1 (646) 989-8025.

If you are a Limited Partner (LP) looking for investment opportunities or to meet and screen new GP’s in a time-efficient, personalized manner, please contact Grant Catton via email at gcatton@buyoutsinsider.com or via telephone on +1 (646) 321-4864.  Limited Partners who accept three or more meetings will receive complimentary admission to the entire event.

Complimentary passes are only valid to qualified Institutional Investors/Limited Partners

APPLY FOR AN INSTITUTIONAL INVESTOR PASS
As an accredited institutional investor you may qualify for a Complimentary Institutional Investor Pass. Recipients of this Investor Pass may attend the entire conference program and the general networking reception, if you agree to participate in our ExecConnect 1:1 meeting program for at least three 20-minute private meetings with fund managers of your choice at a time of your choice.

By applying for a complimentary pass below, you certify that your firm is a qualified institutional investor that commits capital to alternative asset managers, or that your firm advises institutional investors to make such commitments. You also certify that your firm is an accredited investor as defined by Rule 501 of Regulation D of the Securities Act of 1933. You agree to take at least 3 private meetings as part of the ExecConnect Meetings Program.

Please note: Fund of Funds who qualify for a complimentary pass are restricted to those who are responsible to approve, oversee or research primary commitments to fund managers. Professionals who work on secondaries, directs, fundraising, marketing, business development, or in an administrative capacity, would not qualify. We will be in touch once you have submitted your application. If you have any questions in the meantime, please contact gcatton@buyoutsinsider.com.

FUND MANAGERS

Count on PartnerConnect to Introduce You to Your Next Investor

If you’re interested in raising funds then you don’t want to miss the opportunity to meet with our LPs privately at one of our PartnerConnect events through our ExecConnect private meeting program. With ExecConnect, you can maximize your time by letting us handle the introductions.

Here’s How it Works:

  • Contact Andrew Yale at AYale@buyoutsinsider.com, who can get you set up with an ExecConnect profile and explain next steps on LP meetings.
  • Institutional Investors review profiles of all GPs and prioritize those whom they are interested in meeting.
  • We arrange private one-on-one meetings at our PartnerConnect events with LPs who have indicated an interest in your firm.

More than 11,000 meetings have been arranged between PE/VC Fund Managers & Institutional Investors since the start of ExecConnect 9 years ago, with $1B plus in confirmed commitments from LPs who first met GPs at our events.

Avoid the inconvenience of putting time, energy, and significant money into searching for prospective investors. Enrollment in ExecConnect guarantees to place you in front of pension plans, foundations, endowments, and fund of funds, all of whom are looking to place capital specifically into private equity funds.

 

INSTITUTIONAL INVESTORS

There’s not a more efficient way to make in-person connections with fund managers than at PartnerConnect

What is the PartnerConnect Institutional Investor Pass?

PartnerConnect offers qualified investors the opportunity to attend our events free of charge, with a complimentary Institutional Investor Pass. To be considered, you must be a qualified investor or advisor who allocates capital to alternative asset managers or advises institutional investors to make such commitments.

Here’s What You Can Do with the Institutional Investor Pass:

  • Attend our events free of charge, taking advantage of all conference sessions
  • Sift through scores of GPs in the PE, venture, real estate, and growth equity spaces, and pick the meetings that you want, which we schedule for you.
  • Attend any post event workshops
  • Bring a colleague for free
  • Network with other institutional investors during a private dinner, usually at a 5-star restaurant or special venue

Avoid the inconvenience of putting time, energy, and significant money into searching for prospective fund managers. Enrollment in ExecConnect guarantees to place you in front of the managers you want in a quick and efficient manner. For more information, please contact our LP relationship manager, Grant Catton, at gcatton@buyoutsinsider.com

Requirements of an Institutional Investor Pass:

In exchange for all the benefits listed above, we ask that you participate in our ExecConnect private meeting program, which enables you to meet directly with fund managers whose investment goals match yours. These meetings are pre-arranged by conference organizers, and you get to choose the firms you meet with for focused, efficient networking. We ask that you take at least 3 meetings with managers.

DEALMAKERS & SERVICE PROVIDERS

Shake Hands With 150+ Financial Sponsors at Each of Our PartnerConnect Events

Our events are designed with bankers, lenders and service providers squarely in the middle of all of the action at our PartnerConnect events throughout the year. Unlike most competing events, our attendee rosters are typically 90% or more comprised of limited partners and fund managers, which means a strikingly low amount of service providers. Your ticket includes first rate networking with senior decision makers at private market funds (PE, VC, Real Estate and more), as well as limited partners who back them. Group passes and discounts are available. Bankers and lenders also receive a complimentary pass to our well-known Deal Makers’ Dinner, alongside PE firms on the middle night of the conference. For service providers a select few passes are available through dinner sponsorship.

Venue

Harvard Club of New York City

35 West 44th Street, New York, NY 10036
Phone: 212-840-6600

Hotel Recommendations

City Club Hotel
55 West 44th Street
New York City, NY 10036
Phone: 212-921-5500
Website

The Algonquin Hotel Times Square
59 West 44th Street
New York City, NY 10036
Phone: 212-840-6800
Website

Sofitel New York
45 West 44th Street
New York City, NY 10036
Phone: 212-354-8844
Website

The Iroquois New York
49 West 44th Street
New York City, NY 10036
Phone: 212-354-8844
Website

Harvard Club