Katherine Hill Ritchie
Director of Strategic Development and Board Member, Nottingham Spirk Family Office
As part of our commitment to safety at PartnerConnect East 2021 and in accordance with New York City and venue COVID-19 guidelines, we are requiring that all attendees must provide proof of full COVID-19 vaccination status prior to checking into the event at the Harvard Club of New York 35 W 44th St, New York.
To expediate this process, PEI Media and the Harvard Club will be using Health Pass by CLEAR, which provides a secure, digital proof of COVID-related health insights via the CLEAR mobile app. Complete your health screening with Health Pass by CLEAR ahead of time for expedited check-in and entry. We will not be accepting NYC COVID Safe App and Excelsior Pass as a form of record of vaccination at the event. We are only accepting proof via Health Pass by CLEAR.
All attendees will receive the event specific Health Pass registration code prior to the event.
The Private Equity industry’s preeminent event
PartnerConnect East brings 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.
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 building value in portfolio companies
- Exclusive fireside chats
- The 2022 exit market
- Seeding and anchoring emerging GPs
- Family office fund investing
- Venture capital activity & trends
- ESG as a competitive advantage
See who's attending
More than 50 LPs have already confirmed their attendance
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
Why should you 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
Speakers include
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.
Location
Venue Information
Harvard Club of New York City
35 W 44th St, New York, NY 10036
Hotel Phone: 212.840.6600
Hotel Information
Kimpton Muse Hotel
130 W. 46th Street, New York, New York 10036
Please reach out to Lucy.Shulman@kimptonhotels.com directly to book a room for our upcoming conference. Please reference PartnerConnect East in your communication.
Harvard Club of New York City
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 Limited Partner (LP) looking for investment opportunities or to meet and screen new GP’s in a time-efficient, personalized manner, please contact Mike Scorelle via email at mscorelle@buyoutsinsider.com. 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 mscorelle@buyoutsinsider.com.
Pre-Event Resources
2021 speakers
We are currently confirming the 2021 Forum speakers that will feature experts from preeminent private equity firms. Interested in speaking at the Forum ? Please check back periodically for updates.
Thierry Adant
Chief Investment Officer, Newmarket Capital
Mr. Adant joined Newmarket Capital in 2020 as Chief Investment Officer. He is responsible for leading the investment process, shaping the investment philosophy and developing new investment strategies. Mr. Adant is part of the executive team setting… Read full bio
Matthew Ahern
Managing Principal, Knightsbridge Advisers
Matthew is actively involved in all aspects of portfolio management, including all investment due diligence and decision-making processes. Matthew joined Knightsbridge from Bank of America – Merrill Lynch (“BAML”) where he was the Co-Head and Managin… Read full bio
Neto Alexander
Managing Director, AlixPartners
Neto advises private-equity clients and portfolio company executives on investment and margin improvement opportunities. He has more than 15 years of experience in working with tech-enabled-services companies and brings a unique mix of strategy and o… Read full bio
Tom Angell
Partner, Withum
Tom Angell is the practice leader of Withum’s Financial Services Group based out of the Firm’s New York office. With over 30 years of experience specializing in private equity and venture capital funds, he services a diverse client base including cre… Read full bio
Anne Anquillare, CFA
Head of CSC U.S. Fund Services
Anne is the Head of CSC’s U.S. Fund Services. Anne has been active in the private equity industry since 1993 and maintains her long-standing passion for bringing best in class investor reporting experience along with business process improvements to… Read full bio
Jared Barlow
Partner, Kline Hill Partners
Jared Barlow is a Managing Partner at Kline Hill. He joined the firm in October 2015 and has 15 years of total experience, 10 of which are in private equity secondaries. Prior to joining Kline Hill, Mr. Barlow ran investment boutique Sweetwater Capit… Read full bio
Sarah Bratton Hughes
Head of Sustainability, North America, Schroders
Sarah Bratton Hughes is the Head of Sustainability, North America. Her responsibilities include leading the sustainability strategy and ESG integration in North America. She joined Schroders in 2011 and is based in New York. Previously, Sarah was an… Read full bio
Stephen Cella
Principal, Sun Capital Partners
Stephen Cella, Principal, joined Sun Capital in 2012. Prior to joining Sun Capital, he served as a Research Associate in the Principal Investing Group and an Investment Banking Analyst in the Financial Sponsors Group of Wells Fargo Securities, where… Read full bio
Robert Chefitz
Founder & Managing Partner, Egis Capital Partners
Robert Chefitz is a 36-year veteran of the private equity industry and has specialized in security industry investments since 1990. Mr. Chefitz built an investment track record with strong returns by leading and participating in numerous early-stage… Read full bio
Dominick Cice
Executive Director, LGT Capital Partners
Dominick Cice is an Executive Director at LGT CP (USA) Inc. He is responsible for origination, due diligence, execution and monitoring of US primary investments. Prior to joining the firm in 2018, Mr. Cice worked on the investment team at Capital Dyn… Read full bio
David Clark
Managing Director, Head of Financial Sponsors, Raymond James
David Clark joined Raymond James in 2009 and is currently the Head of the Financial Sponsors Group. Prior to joining Raymond James, Mr. Clark was a Managing Director and head of the industrial and environmental services banking practice at Lane, Berr… Read full bio
Mckeever “Mac” Conwell II
Founder & Managing Partner, Founder & Managing Partner"
"McKeever “Mac” Conwell II is a software engineer by trade and was a former DOD contractor with a top-secret clearance. He was a two-time founder with an exit and a failure. Next Mac moved on to the venture capital world via the Maryland Technology D… Read full bio
Andrew Coren
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Andrew is the Chief Financial Officer and Chief Compliance Officer, responsible for Gatewood’s operations, financial matters and compliance program. Prior to this role, he was a Director at Duff and Phelps in their Alternative Asset Advisory practice… Read full bio
Tony Doesburg
Managing Director, Riveron
Tony Doesburg has over a decade of experience offering advisory services with extensive transaction experience representing private, corporate, and financial buyers and sellers throughout the deal continuum. He has been involved in hundreds of transa… Read full bio
Lesley Dong
Managing Partner, Aster Capital
Lesley Dong is the Founding Partner of Aster Capital, a global Fund of Fund that focuses on helping global LPs making investment in the Chinese market. Her career has followed a wide arch from journalist, entrepreneur and investors to helping bridge… Read full bio
Colleen Fay
Tax Partner, Withum
Colleen has over 15 years of experience in accounting and the alternative investment industry. Her expertise is in tax compliance and consulting for hedge funds, private equity funds, venture capital funds, funds of funds, general partners and manage… Read full bio
Michael Felman
President & Chief Executive Officer, MSF Capital Advisors
Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office. Besides his own family office, his firm advises other family offices and a select group of high net worth individuals. Mr. Felman began his investment career a… Read full bio
Alastair Goldfisher
Venture Capital Editor, PEI
Alastair Goldfisher is venture capital editor at Venture Capital Journal, which is owned by PEI Media. Alastair reports on the venture community, creating content for venture firms raising funds and seeking investment opportunities and limited partne… Read full bio
Chip Hazard
General Partner, Flybridge Capital Partners
Chip Hazard is a co-founder and general partner with Flybridge, a seed-stage venture capital firm focused on investing behind ambitious founders leveraging the power of community. He is also a co-founder and investment partner with XFactor Ventures,… Read full bio
Brett Hickey
Founder and CEO, Star Mountain Capital
Brett Hickey is the Founder and CEO of Star Mountain Capital, LLC, a $1+ billion AUM specialized U.S. lower middle-market investment firm. Star Mountain employs a data-driven approach to provide value-added debt and equity capital to established smal… Read full bio
Katherine Hill Ritchie
Director of Strategic Development and Board Member, Nottingham Spirk Family Office
Mrs. Hill Ritchie has worked internally and as an advisor to 8 family offices through her firm, Private Capital Investments, LLC. Her current role is Director and Board Member for Nottingham Spirk Family Office, and her past roles include: Simon Grou… Read full bio
Benjamin Humphreys
Senior Operating Executive, Monomoy Capital Partners
Ben is a Senior Operating Executive at Monomoy and works with our portfolio companies on revenue growth and profit improvement. Prior to joining Monomoy, Ben held several operating and CFO roles with Cerberus, Blackrock and Staple Street Capital. Ben… Read full bio
Sujit John
Managing Director, Partners Group
Sujit John is part of the Private Equity Health and Life business unit, based in New York. He is a member of the Private Equity Direct Leads Investment Committee and the Private Equity Direct Co-Investments in Health and Life Investment Committee as… Read full bio
Dwight Keysor
Co-Founder and Managing Partner, Fry's Path Capital
Dwight is a Managing Partner and co-founder of Fry’s Path Capital. Prior to launching Fry’s Path, Dwight was a Managing Director and Private Investment Specialist at Cambridge Associates, a global investment firm with more than $390B of assets under… Read full bio
Keirsten Lawton
Managing Director, Cambridge Associates
Keirsten is a Managing Director at Cambridge Associates in the Boston office. She co-leads the firm’s North American private equity research team, which performs due diligence on investment opportunities in private equity and distressed markets. Her… Read full bio
Sheryl Mejia
Managing Partner, Steward Asset Management
Sheryl leads the investment committee at Steward Asset Management, a New York based anchor investor to emerging private equity and opportunistic managers as they prepare to launch fund I. Steward deploys capital in the U.S. private equity middle mark… Read full bio
Rich Melville
Editorial Director, US, PEI Media
Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Media, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Privat… Read full bio
Michael Oates, CPA
Partner, Withum
Michael Oates is the leader of Withum’s Financial Services Tax Practice. With over 30 years of experience with alternative investment funds, investment advisors and their owners. Michael often consults on the initial organizational structures and por… Read full bio
Chase Paxton
Director of Finance & Valuations, NGP Energy Capital Management
Mr. Paxton joined NGP in 2013 and serves as the Director of Finance & Valuations. In his role, Mr. Paxton has a leading role in several areas of the firm’s operations including investor, financial, and management company reporting, portfolio inve… Read full bio
Sarah Pringle
Editor, PE Hub
Sarah Pringle is an Editor at PEI’s PE HUB, where she has specialized in covering healthcare private equity activity since 2017. Prior to joining PE Hub, Pringle covered M&A and private equity at The Deal, reported on U.S. and Canadian equity mar… Read full bio
Ian Rice
Portfolio Manager - Private Equity, Hartford Investment Management Company
Ian currently serves as a Senior Vice President in the Mezzanine and Private Equity Group where he is responsible for mezzanine, private equity and fund investments. Prior to joining the firm, Ian spent several years at JPMorgan Chase & Co. in pr… Read full bio
Rahul Shukla
Managing Director, Portfolio Valuation at Duff and Phelps, A Kroll Business
Rahul Shukla is a managing director and part of the Portfolio Valuations group in the Alternative Asset Advisory practice, based in the Boston office. He has over 15 years of experience in corporate finance, private equity and fixed income valuations… Read full bio
Mark Sotir
President, Equity Group Investments (SFO)
As President, Mark oversees all aspects of EGI. He focuses on maximizing and sustaining the value of the firm's investment portfolio, and on optimizing Sam's network. With nearly 20 years of board and CEO experience, Mark employs his leadership insid… Read full bio
Jordan Stutts
Senior Writer, Private Markets, PEI
Jordan Stutts is a senior reporter at Infrastructure Investor based in New York. Since 2015, Jordan has covered trends in the funding and financing of infrastructure assets around the world. His stories range from the simple power-purchase agreement… Read full bio
Andrew Walshe
Head of Portfolio Operations, Sightway Capital
Andrew Walshe joined Sightway Capital, a Two Sigma Private Investments affiliate, in 2016 to lead the group’s portfolio operations efforts. He serves as a Finance Operating Partner to Sightway’s companies by working closely with both investment and m… Read full bio
James Yang
Vice President, 747 Capital
James Yang is a Vice President at 747 Capital, a NYC based private equity firm focused exclusively on the North American small-cap market. James is responsible for sourcing and analyzing small-cap funds and direct co-investments, as well as managing… Read full bio
Cassie Young
Operating Partner, Primary Venture Partners
Cassie Young is an Operating Partner at Primary Venture Partners, an early-stage venture capital firm in New York. Her work is focused on supporting Primary's portfolio companies as they build, scale and optimize their sales, marketing, and customer… Read full bio
Sara Zulkosky
Co-Founder and Managing Partner, Recast Capital
Sara is the Co-Founder and Managing Partner of Recast Capital, a 100% women-owned platform investing in and supporting emerging managers in venture, with a focus on diverse partnerships. Sara previously served as a Venture Partner at Greenspring Asso… Read full bio
View agenda page
Agenda
Day 1 - Wednesday 6th
Plenary Sessions
08:00 - 08:40
Registration & Networking Breakfast
08:40 - 08:50
PEI Welcome Remarks
Seth Kerker, Director Events Americas, PEI
08:50 - 09:30
Driving Value Creation in Carve-Outs
Neto Alexander,
Alastair Goldfisher
In today’s environment, large corporates are actively managing their portfolio of business lines. There is opportunity for growth-oriented investors to invest or co-invest in large scale carveouts or tuck-ins to existing portfolio assets.
During this conversation, the panel will discuss some key areas of concern when evaluating the assets, including:
- What makes carve-outs attractive – current trends in the market, popular sectors, underlying drivers, and examples
- What makes carve-outs complex – exploring due diligence, TSAs, Day One readiness, and value creation planning
- How Funds successfully navigate carve-out complexity – best practices and real-life tactical advice
Speaker:
Neto Alexander, Managing Director, Alix Partners
Moderator:
Alastair Goldfisher, Venture Capital Editor, PEI Media
09:30 - 10:10
A CIO’s Case for ESG-Linked Credit
Thierry Adant,
Jordan Stutts
Across markets, CIOs are reconfiguring their investment processes to account for increasing pressure to implement and report ESG metrics. With ESG-linked credit emerging as the new trend within the fast-growing sustainable investing space, managers are turning their focus toward identifying best practices that can be applied to private lending as well. Newmarket Capital’s Thierry Adant sits down to discuss how his firm is approaching the opportunity set.
Speaker:
Thierry Adant, Chief Investment Officer, Newmarket Capital
Moderator:
Jordan Stutts, Senior Writer, New Private Markets
10:10 - 10:50
Featuring a fireside chat with Mark Sotir, President of Equity Group Investments
Mark Sotir,
Rich Melville
10:50 - 11:20
Networking Break
11:20 - 12:00
LPs Discuss their Private Equity Allocations in an Unprecedented Market
Matthew Ahern,
Michael Felman,
Ian Rice,
Lesley Dong
Over the past two years, despite market fluctuations, LPs have stayed strong in their PE Investments with many institutional investors targeting their allocations to alternative investments in a big way. Will we continue to see this trend in the coming months? Are there market changes we need to brace for with the ever-evolving variants of Covid 19? Our experts are here to talk you through everything you’ll need for the next two years to stay resilient and prepared.
Panelists:
Matthew Ahern, Managing Principal, Knightsbridge Advisers
Michael Felman, President & CEO, MSF Capital Advisors
Ian Rice, Portfolio Manager, Private Equity, Hartford Investment Management
Moderator:
Lesley Dong, Managing Partner, Aster Capital
12:00 - 12:40
Operating Partners Tell-All: how GPs are Building and Maintaining Value in their Portfolio Companies
Benjamin Humphreys,
Andrew Walshe,
Cassie Young
Every day we are searching for value and growth opportunities. The question is, as we sort through the data, how are we measuring and tracking these key performance indicators in portfolio companies? How are we using this data to help us to seek out additional value opportunities? Our elite panel of operating partners are here to break it down and talk best practices for continues success for years to come.
Panelists:
Benjamin Humphreys, Senior Operating Executive, Monomoy Capital Partners
Andrew Walshe, Head of Portfolio Operations, Sightway Capital
Moderator:
Cassie Young, Operating Partner, Primary Venture Partners
12:40 - 13:55
Lunch
13:55 - 14:35
The 2022 Exit Market: What are the Options for GPs?
Jared Barlow,
David Clark,
Tony Doesburg
You’ve set up a successful business and now it’s time to move onto the next venture, but how do you ensure the company you’re moving on from is going to the right ownership? Our panelists tackle the pertinent exit strategies vitals to GPs when making these decisions regarding secondary sales, strategic acquisitions, or repurchase by promoters. Join us to learn more!
Panelists:
Jared Barlow, Partner, Kline Hill Partners
David Clark, Managing Director, Head of Financial Sponsors, Raymond James
Moderator:
Tony Doesburg, Managing Director, Riveron
14:35 - 15:15
ESG as a Competitive Advantage
Sarah Bratton Hughes,
Sara Zulkosky,
Jordan Stutts
ESG, it’s one of the most highly debated topics in the financial sector to date, but what does it really mean? How are firms finding opportunities to leverage ESG to help deliver returns and make their companies more sustainable? How are decisions in the boardroom impacting industries as a whole? We talk this and so much more as our panelists investigate everything from impact investing to corporate social responsibility and everything in between.
Panelists:
Sarah Bratton Hughes, Head of Sustainability, Schroders
Sara Zulkosky, Co-Founder & Managing Partner, Recast Capital
Moderator:
Jordan Stutts, Senior Writer, New Private Markets
15:15 - 15:55
Venture Capital Activity & Trends
Mckeever “Mac” Conwell II,
Chip Hazard,
Alastair Goldfisher
The venture industry is evolving, and new trends are emerging that could create long-term effects. Diverse-led funds and diversity investing, rising valuations, the democratization of access to the asset class, influx of SPACs, robust fundraising pace, increased competition at all investment stages and a swelling of emerging managers are certain to impact venture activity for years to come. Join our esteemed group of panelists as they look at the latest fundraising trends and predict how things will shake out for years to come.
Panelists:
McKeever (Mac) E. Conwell, II, Founder & Managing Partner, Rare Breed
Chip Hazard, General Partner, Flybridge Capital Partners
Moderator:
Alastair Goldfisher, Venture Capital Editor, PEI Media
15:55 - 16:25
Networking Break
16:25 - 17:05
A Macro View of the Family Office Investment Climate
Dwight Keysor,
Michael Oates, CPA
From the inter-generational wealth transfer to tax efficiency, many investors want certainty moving into retirement and future investments, so how do family offices stay ahead of client inquiries? What technologies are being implemented for quicker analytics leading to better business decisions? How are offices comparing ESG portfolios against benchmarks? Join our panelists as they proactively and identify risks, opportunities, and solutions before their clients do.
Speaker:
Dwight Keysor, Co-founder & Managing Partner, Fry’s Path Capital
Moderator:
Michael Oates, Partner, Withum
17:05 - 17:45
Featuring a Fireside Chat with Brett Hickey, Founder & CEO, Star Mountain Capital
Brett Hickey,
Rich Melville
17:45 - 19:00
Cocktail Reception & Networking
Agenda
Day 2 - Thursday 7th
Plenary sessions
09:00 - 09:30
Networking Breakfast
09:30 - 09:40
Day Two Welcome Remarks
Erin Wolfe, Senior Conference Producer, PEI Media
09:40 - 10:20
Featuring a Fireside Chat with Keirsten Lawton, Managing Director, Cambridge Associates
Keirsten Lawton,
Tom Angell
10:20 - 11:00
LP Corner: How are GPs Valuing their Portfolio Companies?
Dominick Cice,
Andrew Coren,
Chase Paxton,
James Yang,
Rahul Shukla
Information being provided by GPs to LPs can widely vary and many are left wondering where value movements are coming from. In an effort to create transparency, our esteemed group of speakers are discussing the importance of a firms methodology and how this plays a role during the audit process and valuation bridging.
Panelists:
Dominick Cice, Executive Director, LGT Capital Partners
Andrew Coren, Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Chase Paxton, Director Finance & Valuations, NGP Energy Capital Management
James Yang, Vice President, 747 Capital
Moderator:
Rahul Shukla, Managing Director, Portfolio Valuation at Duff & Phelps, A Kroll Business
Andrew Coren
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Read bio
11:00 - 11:30
Networking Break
11:30 - 12:10
The (R)evolution of Deal Sourcing
Stephen Cella,
Katherine Hill Ritchie,
Sujit John,
Sarah Pringle
When looking for prime investment opportunities, we can no longer rely on just our network of contacts and established referral list to get us the kind of deals we’re looking for. Today’s deal origination now means enhancing market mapping, augmenting sourcing data, deal tracking, and having a clear metric system. SO how do we implement this into our daily practice? Well, our experts are here to help you create a viable deal flow that will help you target potential opportunities for years to come.
Panelists:
Stephen Cella, Principal, Sun Capital Partners
Katherine Hill Ritchie, Director Strategic Development, Nottingham Spirk
Sujit John, Managing Director, Partners Group
Moderator:
Sarah Pringle, Editor, PE Hub
12:10 - 12:50
Emerging Manager Transitions: How to Navigate Transitions in the Illiquid Alternative Asset Space (PEF)
Anne Anquillare, CFA,
Robert Chefitz,
Sheryl Mejia,
Colleen Fay
An open and honest discussion on “must haves” and “nice to haves” as you prepare for each transition.
- Spin-out to emerging fund manager
- Serial SPV to emerging fund manager
- Emerging manager to private capital firm
Panelists:
Anne Anquillare, CFA, Head of US Fund Services for PEF Services, a CSC Company
Robert M. Chefitz, Founder & Managing Partner, Egis Capital Partners
Sheryl Mejia, CFA, CPA, CA, Managing Partner, Steward Asset Management
Moderator:
Colleen Fay, Principal, Withum
12:50 - 13:00
Closing Remarks Followed by Lunch
13:00 - 14:00
Lunch
Partner with us
This event offers a unique opportunity for organizations to raise their profile by meeting with GPs and LPs across two days of sessions.
For exclusive sponsorship packages for 2021, contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.
COVID-19 vaccination requirements
As part of our commitment to safety at PartnerConnect East 2021 and in accordance with New York City and venue COVID-19 guidelines, we are requiring that all attendees must provide proof of full COVID-19 vaccination status prior to checking into the event at the Harvard Club of New York 35 W 44th St, New York.
To expediate this process, PEI Media and the Harvard Club will be using Health Pass by CLEAR, which provides a secure, digital proof of COVID-related health insights via the CLEAR mobile app. Complete your health screening with Health Pass by CLEAR ahead of time for expedited check-in and entry. We will not be accepting NYC COVID Safe App and Excelsior Pass as a form of record of vaccination at the event. We are only accepting proof via Health Pass by CLEAR.
All attendees will receive the event specific Health Pass registration code prior to the event.
Questions? Please contact customerservices@peimedia.com
Frequently asked questions
Will I need to be vaccinated to attend PartnerConnect East 2021?
Yes. Only individuals who provide full proof of COVID-19 vaccination status via the Health Pass by CLEAR app will be allowed to enter the event.
Do I need to use Health Pass by CLEAR to attend the event? Can I bring my vaccine card or show a negative COVID-19 test result or use another app?
All attendees must use Health Pass by CLEAR to prove vaccination status. Attendees cannot only show a vaccine card upon entry, a negative COVID-19 test result, or the NYC COVID Safe App or Excelsior Pass. Verification via Health Pass by CLEAR must be presented on arrival to prove vaccination status.
What if I don’t download the app and complete Health Pass by CLEAR before arriving to the event?
We strongly encourage all attendees to download the CLEAR app and sign up for Health Pass by CLEAR at least 24 hours prior to the event to ensure your vaccination status is confirmed. If you do not this, please bring your vaccine card and a photo id with you to the venue to verify your information through the app onsite at the event. It can take up to 30 minutes for your vaccination status to be confirmed.
What is Health Pass by CLEAR?
CLEAR Health Pass is a free feature in the CLEAR app that provides an easy way to complete health screenings for a safer, easier return to events. After a quick one-time enrollment, you’ll follow instructions to comply with health requirements for the venue. Upload your CDC vaccine card or link to your vaccine provider.
How do I use Health Pass by CLEAR?
Detailed instructions are noted below to access the Health Pass app.
- Download the free CLEAR app, tap the blue health pass tile, and enter code: EFATTENDEE42
- Scan your government-issued ID and snap a photo to identify yourself
- Please note that we need your legal name that’s on your government-issued ID
- Complete your health pass checklist.
- A green Health Pass means account has been created
- On the event dates (Oct 6- Oct 7) please ensure to bring your smart phone device which includes the Health Pass app. Upon your arrival at the Harvard Club, your dedicated QR code will be scanned at check-in prior to proceeding to registration for the event.
Please note that once your vaccination record is uploaded to the platform, it can take up to 30 minutes for your status to be verified. All attendees are strongly encouraged to complete this process at least 24 hours before the event.
How does CLEAR protect my personal data?
Privacy is at the center of everything at CLEAR and they are fully committed to protecting members’ information. Personal information is never sold or rented. Personal information is only used to deliver a frictionless and secure experience with CLEAR.
I am already registered for PartnerConnect East 2021, how do I confirm my vaccination status?
Email communications are being sent to all attendees regarding Health Pass by CLEAR and the CLEAR app can be downloaded right away to start verifying your vaccination. Attendees are strongly encouraged to verify vaccine status at least 24 hours prior to the event.
Any questions regarding the event and vaccination requirements should be sent to customerservices@peimedia.com.