Conference Cancelled
It is with deep regret that we announce the cancellation of this year’s Forum due to the impact of the novel Coronavirus (COVID-19) outbreak. This is not a decision we have taken lightly and the overriding concern that have caused us to make this decision at this time has always been the responsibility we feel towards our conference delegates, speakers, and partners.
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.
GOOD NEWS: We will be hosting Virtual ExecConnect: online 1-1 private meetings.
General Partners: Interested in our Virtual ExecConnect 1-1 private meetings program? Contact Andrew Yale at Ayale@buyoutsinsider.com to discuss Virtual ExecConnect packages.
Limited Partners/Family Offices: Interested in our Virtual ExecConnect 1-1 private meetings program? Contact Grant Catton at gcatton@buyoutsinsider.com or at 646-321-4864 for complimentary meetings!
If you have any questions, please contact: regny@peimedia.com
To view our terms and conditions, click here.
The Private Equity Industry’s preeminent event, bringing together LPs and Private Equity GPs for two days of learning, networking and private meetings.
Hosted by PEI and the publishers of Buyouts, VCJ, and PEHub since 1988 – PartnerConnect East brings together the most influential PE professionals for fundraising, deal-sourcing and intelligence sharing.
Join 300+ senior investment executives, including 125+ LPs and 125+ Private Equity GPs. Our truly innovative program features thought leaders discussing:
- LP views on allocating capital to PE funds
- Deal sourcing and valuations in the current environment
- How operating partners are maintaining value in portfolio companies
- Politics and private equity
- Fundraising post Covid-19
- The exit market
- Seeding and anchoring emerging GPs
- Family office fund investing
- Mega institutional investor sentiment
The event also features our unique ExecConnect LP-GP Meetings Program and our closed-door Think Tanks for LPs and GPs.
PartnerConnect East is resourceful, see for yourself:
Featured Speakers
RSVP to dweinstein@buyoutsinsider.com if you plan on attending.
Pre-conference workshop details:
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October 21 – 4:oo PM
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Powered by eVestment
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Hyatt Regency Boston
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Followed by Ice Breaker Reception
Why You Should Attend?
- Unparalleled content produced by our award-winning journalists
- Targeted event that specifically focus on the Buyouts ecosystem
- Intimate and structured networking opportunities
- ExecConnect Private LP-GP Meetings Program to help you achieve your fundraising goals
- LP & GP Think Tanks designed to foster candid discussions amongst your peers
- Strict vetting process for all attendees
Who Should Attend?
- Institutional Investors that invest in Private Equity funds and/or Independent Sponsors
- Managers in the following categories: Leveraged Buyouts, Growth Equity, Secondaries, Distressed/Special Situations
- Service providers throughout the PE ecosystem: Placement Agents, Lawyers, Tax Advisory, Consultants, Software/Data Providers and the like
- Deal intermediaries who advise or manage deal flow opportunities in private capital
- CEOs of PE backed private firms
View Our Event Highlights
PartnerConnect 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
Vishal Verma
Edgewood Ventures
Partner Connect is an amazing Conference that brings together like mind Influencers to target today’s dynamic market place
Ramin Behzadi
7 Gate Ventures
Besides the friendly staff, high quality panels and talks and super relevant attendees, the LP/GP ExecConnect platform is the most amazing thing that I have eve…
Michael Gordon
TriNet
Great conference for getting deals done and meeting new potential partners
Ramin Behzadi
7 Gate Ventures
Besides the friendly staff, high quality panels and talks and super relevant attendees, the LP/GP ExecConnect platform is the most amazing thing that I have ever experienced in similar events. It is the true definition of an efficient networking that really differentiates PartnerConnect’s events
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View agenda page
Agenda
PartnerConnect East Day 1 - Wednesday 21st
Opening Night
16:00 - 17:15
Pre-event Workshop: Capturing Investor Relations Alpha
Location: Adrienne Salon on the 4th Floor (Hyatt Regency)
This workshop, led by eVestment Private Markets, will breakdown the state of private markets fundraising today and explore strategies and tactics that can help GPs outperform their peers when it comes to fundraising and building lasting, long-term relationships with limited partners.
The session will discuss the challenges faced fundraising GPs today, from intense competition to stringent due diligence processes as well as insights on how to leverage technology to gain a competitive advantage over peers.
18:00 - 19:30
Ice Breaker Reception
Sponsored By:
Agenda
PartnerConnect East Day 2 - Thursday 22nd
Opening
07:30 - 08:20
Registration & Networking Breakfast
08:25 - 08:30
PEI Welcome Remarks
Seth Kerker, Director Events – Americas, PEI
08:30 - 08:50
Featured Presentation | AlixPartners - 5th Annual PE leadership Survey Results
Ted Bililies
Speaker:
Ted Bililies, Managing Director & Chief Talent Officer, AlixPartners
08:50 - 09:30
Chief Investment Officer Roundtable
Brendan MacMillan,
Kashif Siddiqui
- A group of CIOs giving their high-level views and sentiment on private equity
- How they managed/are managing their portfolios given Covid-19
- How they enact their vision within their organization as CIO
- Features CIOs from different type of firms
Keynote Panelists:
Brendan MacMillan, Chief Investment Officer, (qp) global family offices
Kashif Siddiqui, Chief Investment Officer, Risk Management Foundation of Harvard Medical Institutions/CRICO
09:30 - 10:15
Morning Keynote
Break
10:15 - 10:45
Networking Break
Morning Sessions
10:45 - 11:15
LPs Discuss Their Private Equity Allocations in an Unprecedented Market
Nirav G. Desai,
Kaitie Gannett,
Udayan Mitra
- How LPs are thinking about their PE allocations amidst the crisis
- The sectors and strategies LPs are shifting in and out of
- LPs view on operational and market risk
Panelists:
Nirav Desai, Director of Investments, Boston Children’s Hospital
Kaitie Gannett, Director, Private Debt and Equity, Northwestern Mutual Capital
Udayan Mitra, Head of Investments – Private Equity, Altera Advisors
11:15 - 11:45
Operating Partners Tell-All: How GPs are building and maintaining value in their portfolio companies
David W. Averett,
Michael Magliochetti,
Marco Mendes
Now more than ever PE firms are relying on their operational expertise. Three elite operating partners discuss how they are maintaining value and building value in the areas of:
- Digitalization, innovation & technology
- Human capital
- Finance
Panelists:
David Averett, Managing Director, Peak Performance Group, Summit Partners
Michael Magliochetti, Operating Partner, Riverside Partners, LP
Marco Mendes, Head of Portfolio Group – North America, Advent International
11:45 - 12:15
The 2021 Exit Market: What are the options for GPs?
Chris A. Lawrence,
Keirsten Lawton,
Stephen Master,
Matthew Witheiler
The exit market has undoubtedly seen a shock like never before. Nevertheless, exits will come. A group of LPs and GPs will explore the trends in the exit market for Q4 and the beginning of 2021 including:
- IPOs
- Strategic buyers
- Acquisition by another private fund or venture investor
- Secondaries
- Add-ons and carve-outs
Panelists:
Keirsten Lawton, Managing Director and Co-Head of US Private Equity Research, Cambridge Associates
Stephen Master, Principal, GTCR
Matthew Witheiler, Private Equity Managing Director, Wellington Management
Moderator:
Chris Lawrence, Managing Partner, Founder, Labyrinth Capital Partners
12:15 - 12:45
RCP Advisors Research Presentation: Middle Market PE Post Covid-19
Ross Koenig
- Research into how middle market PE fared throughout the crisis
- Exploration of middle market valuations and volatility
- Data driven insights
Panelists:
Ross Koeing, Vice President, RCP Advisors
Networking Lunch
12:45 - 14:00
Luncheon
Fundraising Breakout Sessions
14:00 - 14:30
Instructional: Building an LP Base from Start to Funded
Maurice Gordon,
Diane Mulcahy,
Tarek Saghir
- How to intelligently raise a PE fund
- Do’s and don’ts for raising capital, including LP “faux pas”
- Concrete steps to access institutional capital
Panelists:
Maurice Gordon, Managing Director & Head of Private Equity, Guardian Life
Diane Mulcahy, Advisor, Senior Fellow, Director of Private Equity, Kauffman Foundation
Tarek Saghir, Principal, GroveStreet
14:30 - 15:00
How Newer and Smaller Managers Can Access Capital Amid the Coronavirus
There is widespread concern for newer and smaller managers, with super buyside firms expected to soak up a larger percentage of capital than ever before. A mix of allocators and managers will discuss concrete strategies for emerging managers to access capital in a fearful and cash-stricken market.
15:00 - 15:30
The Institutionalization of the Independent Sponsor Market
David Acharya,
Scott Johnson,
Scott Reed,
Douglas Song
- Exploration of the growth of independent sponsors in the wider institutional landscape
- How Covid-19 impacted the independent sponsor model, for better or for worse
- Tips for new and existing independent sponsors to access institutional capital
Panelists:
Douglas Song, Managing Partner, Prodos Capital
Scott Johnson, Founder and CEO, SJ Partners
Scott Reed, Co-Head of U.S. Private Equity, Aberdeen Standard Investments
Moderator:
David Acharya, Partner, AGI Partners
15:30 - 16:00
Family Offices as Fund Investing LPs
Shuvam Bhaumik,
Mehmet Budak,
Mitra Sen
- PE fund strategies they are favoring
- Specific sectors they are focusing on or exiting
- Their process when doing GP due diligence
- How to best work with and approach a Family Office
Panelists:
Shuvam Bhaumik, Managing Partner, SB Investment Partners
Mehmet Budak, Founder and Chief Investment Officer, Bessley Capital
Mitra Sen, Senior Director, San Family Office
Deal Sourcing Breakout Sessions
14:00 - 14:30
The (R)Evolution of Deal Sourcing
Chris Cathcart,
William Gonzalez,
Sujit John
- How seasoned PE firms approach deal sourcing
- How, by making deal flow king, PE firms get more deals on their desk and higher returns
- Strategies for smaller firms to increase deal flow
Panelists:
Chris Cathcart, Managing Partner, The Halifax Group
William Gonzalez, Senior Vice President, Business Development, Audax Private Equity
Sujit John, Senior Vice President, Partners Group
14:30 - 15:00
Opportunities in Health Care
Whit Matthews,
Matthew Blevins,
Stephen Cella,
Sean McDonell
With a health crisis on a scale never seen before, health care will likely remain one of the most heavily invested sectors in private equity. A high-level group of LPs and GPs will discuss:
- Where the home run deals are in health care
- How valuations are right now and how they may look after the crisis subsides
Panelists:
Matthew Blevins, Managing Partner, Clearview Capital
Stephan Cella, Principal, Sun Capital
Sean McDonell, Director, Alternative Investments, Barings
Moderator:
Whit Matthews, Senior Investment Director – Private Equity, Aberdeen Standard Investments
15:00 - 15:30
Co-Investment Access in a Post Covid-19 Private Market
Co-Investments outpaced the growth of the wider PE market in the bull-run. Our panelists will look at how the space will change after the crisis.
- Will new co-investment opportunities be easier or harder to find?
- Did the crisis make many LPs rethink their co-investment strategies?
- How are valuations in the co-investment secondaries market?
- What type of GPs might utilize co-investments more than others?
15:30 - 16:00
Competitive Capital Structures to Win the Deal
Michael Oates, CPA,
Pietro Cinquegrana,
David Clark
- How to ensure the capital structure benefits all stakeholders and makes you a competitive buyer
- Inventive ways of structuring PE deals
- How certain deal structures may fare better than others in a turbulent market
Panelists:
Pietro Cinquegrana, Managing Director, CDIB Capital
David Clark, Managing Director, Head of Financial Sponsors, Raymond James
Salil Patel, Managing Partner, Virtuosity, Investment Director, Five Birds (SFO)
Moderator:
Michael Oates, Partner, Withum
Break
16:00 - 16:30
Afternoon Networking Break
Keynote Presentation
16:30 - 17:15
Fireside chat
Networking
17:15 - 18:30
Cocktail Reception
19:00 - 21:30
LP Dinner (By Invitation Only)
Agenda
PartnerConnect East Day 3 - Friday 23rd
Opening
07:30 - 08:20
Networking Breakfast
Featured Content
08:30 - 09:30
LP Think Tank
–How to structure your portfolio in turbulent times
-GPs behaving badly
-Co-investment
-Exploring secondaries
-Most effective ways to conduct due diligence
-Managing Liquidity
08:30 - 09:30
GP Think Tank
–Making sense of valuations
-Managing LP relationships
-Co-investments
-How to best manage a team
-Exploring secondaries
-Deal sharing amongst your peers
09:35 - 09:40
Welcome Remarks
Daniel Weinstein
Keynote Presentation
09:40 - 10:10
Fireside Chat
Break
10:10 - 10:30
Networking Break
Main Tracks
10:30 - 11:00
Investor Outlook: Mega Institutional Investors
Matt Curtolo,
Eric Simas
- How mega LPs are viewing the private equity
- How they’re dealing with the denominator effect and approaching their portfolios
- How their investment and due diligence process works and how it differs from smaller LPs
Panelists:
Matt Curtolo, Director, Private Equity, MetLife Investments
Eric Simas, Principal, HarbourVest Partners
11:00 - 11:30
Emerging Managers: The Economics of Seeding and Anchoring New GPs
Stephen Yardumian, CPA,
Ryan Bailey,
Ami Samuels,
Jared S. Weiner
- How seeding and anchoring deals are structured
- Benefits for the GP and seeding platform
- What GPs are a good fit and which ones aren’t
Panelists:
Ryan Bailey, Founder and Managing Partner, Pacenote Capital
Ami Samuels, Partner, Gatewood Capital Partners
Jared Weiner, Partner, Archean Capital Partners
Moderator:
Steve Yardumian, Partner, Withum
11:30 - 12:00
LP Corner: How are GP's valuing their portfolio companies?
Tom Angell,
Jared Barlow,
Douglas Burrill,
Chase Paxton
- How GPs are valuing and reporting their valuations to LPs
- How this process should go and how it can be abused
- Knowledge for LPs to increase their knowledge of this opaque yet important process
Panelists:
Jared Barlow, Managing Partner, Kline Hill Partners
Douglas Burrill, Senior Vice President, Valuation Director, PIMCO
Chase Paxton, Director of Finance & Valuation, NGP
Moderator:
Tom Angell, Partner, Withum
Closing
12:00 - 12:05
Closing Remarks
Daniel Weinstein
Kashif Siddiqui
Chief Investment Officer, Risk Management Foundation of Harvard Medical Institutions/CRICO
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 PartnerConnect East 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 andrew.y@peimedia.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.
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.
Venue
Hotel Information
One Avenue de Lafayette, Boston, MA 02111
Hotel Phone: 617.912.1234
Click here to reserve hotel accommodations in our room block at the Hyatt Regency Boston. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised.
Cutoff date to book is Thursday, October 1, 2020.
Hyatt Regency
Partner with PartnerConnect East 2020
PartnerConnect East offers a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity fundraisers, investors, and dealmakers. PartnerConnect East welcomes 300+ senior LPs, GPs, and VCs as they gather for intimate one-on-one networking challenges creators across two days of sessions.
For exclusive sponsorship packages for 2020, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.
Sign Up for 1:1 private meetings with qualified investors through
PartnerConnect East ExecConnect program!
The ExecConnect Private Meeting Program provides an opportunity to cut through the clutter and engage in one-on-one meetings between LPs looking to commit capital and GPs looking to raise it. These 20-minute meetings are pre-scheduled to ensure you meet with executives who best match your fundraising and investment goals.
For more information on how GP’s can participate in ExecConnect and get one-on-one meetings with LP’s, please contact Andrew Yale via email at AYale@buyoutsinsider.com or via telephone on +1 (646) 989-8025.
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PartnerConnect On-Demand Webinar Series
Cutting-edge resources curated for private market fund managers, institutional investors,
family office & financial advisors, wealth managers, GPs and LPs.
family office & financial advisors, wealth managers, GPs and LPs.
Here you will find thought leadership webinars to assist financial professionals in the fund marketing and investor servicing industry — highlighting the markets and investment opportunities that matter to you. Due to compliance regulations, we are only able to share the recording with you. We do not provide the presentations for download. You will be asked to register prior to viewing the recordings.
FEATURED WEBINAR
Best Practices: Trends in Compensating Top PE/VC Talent
Unsure what to pay in salary, bonus and carry to attract the best of the best? Worried about losing talent to the competition? Wondering how quickly rival firms are building up their payrolls?
Family Office Master Class: Making Money, Doing Good with Opportunity Zone Funds
Watch this webinar on opportunity zone funds—partnership or corporations set up by entrepreneurs, developers and money managers to invest in the nearly 9,000 state-designated opportunity zones across the country. Looking to save millions of dollars in capital gains taxes? Eager to have a positive impact in poor communities by investing in real estate, infrastructure projects and private equity? Don’t miss this webinar
GP Fundraising: Identifying Active Family Offices for Funds, Co-Investments
Family offices make great limited partners. They’re open to investment strategies of all kinds. They have a soft spot for debut funds and emerging managers. They like to co-invest. They decide quickly. And family offices are shifting money from hedge funds to private equity. So how do you break into or expand in this lucrative market?
PE/VC Masterclass: Building Processes for Agile and Flexible Deal Flow Management
Did you know that most PE professionals review just a small percentage of the universe of deal flow in their target markets? It’s true, according to the latest research. But it’s also true that you can take steps right now to see more deals and better-quality deals. This webinar brought to you by Backstop Solutions Group, the leading provider of productivity tools to private equity firms and their investors.
IR Masterclass: Keeping LPs Satisfied in an Age of Transparency
As a private equity professional, you know how critical it is to keep investors happy at every stage of the fund lifecycle—from courtship to final close to that final distribution. Find out best practices in LP reporting and annual meetings.
Want to Drive Operational Efficiency? The C-Suite Needs to Lead Organizational Change
Is your firm still leaning a little too heavily on Excel spreadsheets? Feel like you’ve lost a step to rival deal sponsors quicker to adopt new platforms? You’ll hear executives from blue-chip private equity and venture capital firms share best practices for getting their firms to adopt new technologies to streamline both fundraising and deal-making.
PE/VC Best Practices: How Independent Sponsors Source Deals and Raise Capital
Are you an independent sponsor looking for fresh sources of proprietary acquisitions? Looking for tips on raising capital for your next purchase? Don’t miss this special webinar on critical strategies for working with attorneys, family offices, investment bankers and business brokers, and business owners who can open doors to great deals.
PE/VC Best Practices: How Independent Sponsors Can Identify and Win Profitable Deals
Are you an independent sponsor looking to expand your circle of proprietary deal sources? Looking for an edge in winning limited auctions? Don’t miss this webinar on the latest strategies for working with accountants, attorneys, business brokers, investment bankers and, of course, business owners who can lead you to your next great deal.
PE/VC Best Practices: Putting LPs at Ease on Cybersecurity and IT Outsourcing
Limited partners have little tolerance for fund managers that aren’t up to speed on their cybersecurity and privacy requirements. Fall behind in these critical areas and your days raising institutional money will be numbered. Don’t miss this webinar.
IR Masterclass: Avoiding Top Timewasters in LP Communications and Reporting
Join Buyouts Insider for an important webinar on the new normal in transparency in the PE and VC industry. More than ever LPs expect GPs to be open and forthcoming with information related to the performance of funds, the performance of the underlying portfolio companies, and the ongoing allocation of partnership fees and expenses; LPs also want a full accounting of how co-investment opportunities and expenses are allocated. GPs need to provide these services in a time-efficient and cost-effective way.
ADDITIONAL PARTNERCONNECT WEBINARS OF INTEREST INCLUDE:
PE/VC Best Practices: How to Compensate Top Talent
View Here
GP Best Practices: How to Expand Your Portfolio Companies Abroad
View Here
What to Do NOW to Prepare for Coming Regulatory, Legislative, Tax changes
View Here
Ready for a Downturn? New Strategies for Cutting Portfolio Company Costs
View Here
GP Fundraising: Identifying Active Family Offices for Funds, Co-Investments
View Here
Inside the LP Mind: Allocating to Private Real Estate in the Current Environment
View Here
LP Perspective: Best Practices in Benchmarking Private Equity Returns
View Here
The Fundraising Survival Guide for Emerging Real Estate Managers
View Here
Emerging Managers: How to Build a Successful Co-investment Program for Investors
View Here
LP Perspective: What Public Pensions Want From PE/VC Fund Managers
View Here
IR Master Class: Keeping LPs Satisfied in an age of Increasing Transparency
View Here
Top Strategies for Raising Money from Family Offices
View Here
Top Trends Generating Investment Opportunities in The Tech Sector
View Here
Improving Your Deal Sourcing Operations
View Here
Identifying Potential Investors for Emerging Manager Funds
View Here
PE/VC Roadshow Bootcamp: Getting Your Pitch Ready for Prime Time
View Here