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

 


The event also features our unique ExecConnect LP-GP Meetings Program.

See who's attending

More than 50 LPs have already confirmed their attendance

4AGP
747 Capital
Allianz Capital
Amadeus Wealth Alternatives
Anholt Services
Arlington Partners
Aster Capital
Atrato Advisors
Beamonte
Beninvest
Bin Zayed Venture
BPEA
Chr. Bjelland & Co.
City of Stamford
Columbia Communications Advisory
Cornerstone Group Family Office
Crimson Impact
Croson Investment Partners
DuPont Capital
EA Global
Edmond de Rothschild
Game Theory Group
Gatewood Capital
HIMCO
Homaer Financial
HQ Capital
Knightsbridge Advisors
LDJ Capital
LGT Capital Partners
Li Family Office
Long Light Capital
MassMutual
Morgan Stanley
MSF Capital Advisors
New York Life
Newbury
Nottingham Spirk
RH Capital Advisors
SBA
Sen Family Office
Star Mountain
The O'Sullivan Foundation
Thrivent
Unifund
Unigestion
Wafra
Wells Fargo

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

View all speakers
View all speakers

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…

Read full testimonial

Michael Gordon

TriNet

Great conference for getting deals done and meeting new potential partners.

Location

Venue Information

Harvard Club of New York City

35 W 44th St, New York, NY 10036
Hotel Phone: 212.840.6600

Venue website

 

Hotel Information
Kimpton Muse Hotel
130 W. 46th StreetNew YorkNew York 10036

 

Harvard Club New York Venue

Harvard Club of New York City


Harvard Club NY Map


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.

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Event Image

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

Tom Angell, CPA

Partner, WithumSmith+Brown, PC

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

Chief Executive Officer and President, PEF Services LLC

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 to the middle market private equity industry. Starting from when she was a general partner… 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

Jared Barlow

Managing 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

William Bundy

Managing Director, AlixPartners

William adopts a hands-on management approach to lead organizations through large scale M&A transactions, including carve-outs and separations. William is an expert in leading complex operations and strategic revitalization programs which emphasi… 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

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

Colleen Fay

Principal, Withum Capital Partners

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, fund of funds, general partners and management companies. Colleen… 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

Chief Executive Officer, Star Mountain Capital

Brett Hickey is the Founder & 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 sm… Read full bio

Katherine Hill Ritchie

Director, Strategic Development, 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, Monomoy Capital Partners

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

Keirsten Lawton

Managing Director, Co-Head of US Private Equity Research, 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

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 Monagle

Principal, Portfolio Operations, Providence Equity

Mike Monagle is a principal at Providence Equity Partners focused on portfolio operations. Before joining Providence, Mr. Monagle was vice president of operations at Catalant Technologies, where he started and ran the solutions business including pro… Read full bio

Michael Oates, CPA

Tax 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 is involved in several areas of the firm’s operations including investor, financial and management reporting, portfolio and investment valua… 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

Rudina Seseri

Founder and Managing Partner, Glasswing Ventures

Rudina Seseri is Founder and Managing Partner of Glasswing Ventures, leading the firm’s investments in Artificial Intelligence (AI) enabled enterprise software as a service (SaaS), cloud, Information Technology (IT) software, and vertical markets. Ru… Read full bio

Aviva Shneider

Principal (Operating Partner), CVC Capital Partners

Aviva Shneider is a Principal (Operating Partner) with CVC Capital, where she primarily supports the US investment deal teams in assessing new investments and driving portfolio company performance. Prior to joining CVC Aviva has built extensive manag… Read full bio
Mark Sotir

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

Drew Tarlow

Managing Director, Wildcat Capital Management (SFO)

Drew Tarlow is Managing Director and Head of Private Investments at Wildcat Capital Management, the ~$4 billion family office of TPG co-founder David Bonderman. Prior to Wildcat, Drew worked at Pegasus Capital Advisors, a middle-market private equity… Read full bio

Andrew Walshe

Head of Portfolio Operations, Two Sigma Private Investments, 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

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
Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 6th

Plenary Sessions
08:30 - 09:00

Registration & Networking Breakfast

09:00 - 09:10

PEI Welcome Remarks

Seth Kerker, Director Events Americas, PEI

09:10 - 09:50

Creating Value-Creation in Growth-Oriented Carve-Outs

William Bundy

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 the conversation, the panel will discuss some key areas of concern when evaluating the assets, to include:

  • Deal structure for optimal gain and risk sharing
  • Key economic concerns and leverage points
  • Value leakage during TSA negotiations
  • Key economic considerations to standup, investment, and grow the platform
  • Recent trends in the market and value creation opportunities

Moderator:
Will Bundy, Managing Director, Alix Partners

A speaker photo for William Bundy

William Bundy

Managing Director, AlixPartners

Read bio
09:50 - 10:30

Featured Presentation: Chief Investment Officer Roundtable

Thierry Adant, Chris Witkowsky

As more and more CIOs take a seat at the table during merger and acquisition planning, it is vital to understand what they are looking for and how determining certain priorities can mean the difference between an acquisition failing to reach a target objective and success. This panel of veteran CIOs sit down to discuss preparing systems, talent retention, and where investments need to be made to ensure a successful transition.

Panelists:
Thierry Adant, Chief Investment Officer, Newmarket Capital

Moderator:
Chris Witkowsky
, Author, Buyout Insider

 

A speaker photo for Thierry Adant

Thierry Adant

Chief Investment Officer, Newmarket Capital

Read bio
Chris Witkowsky

Chris Witkowsky

Editor, Buyouts, PE HUB

Read bio
10:30 - 11:10

Featured Presentation: A Fireside Chat with Mark Sotir, President, Equity Group Investments (SFO)

Mark Sotir

Speaker:
Mark Sotir, President, Equity Group Investments (SFO)

Mark Sotir

Mark Sotir

President, Equity Group Investments (SFO)

Read bio
11:10 - 11:40

Networking Break

11:40 - 12:20

LPs Discuss their Private Equity Allocations in an Unprecedented Market

Matthew Ahern, Katherine Hill Ritchie, Ian Rice

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:
Michael Ahern,
Managing Principal, Knightsbridge Advisers
Katherine Hill Ritchie, Director, Strategic Development, Nottingham Spirk
Ian Rice, Portfolio Manager, Private Equity, Hartford Investment Management

A speaker photo for Matthew  Ahern

Matthew Ahern

Managing Principal, Knightsbridge Advisers

Read bio
A speaker photo for Katherine  Hill Ritchie

Katherine Hill Ritchie

Director, Strategic Development, Nottingham Spirk Family Office

Read bio
A speaker photo for Ian Rice

Ian Rice

Portfolio Manager - Private Equity, Hartford Investment Management Company

Read bio
12:20 - 13:00

Operating Partners Tell-All: how GPs are Building and Maintaining Value in their Portfolio Companies

Benjamin Humphreys, Michael Monagle, Aviva Shneider, 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
Michael Monagle
, Principal, Portfolio Operations, Providence Equity
Aviva Schneider, Operating Partner, CVC Capital Partners
Andrew Walshe, Head of Portfolio Operations, Sightway Capital

Moderator:
Cassie Young, Operating Partner, Primary VC

Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

Read bio
A speaker photo for Michael Monagle

Michael Monagle

Principal, Portfolio Operations, Providence Equity

Read bio
A speaker photo for Aviva Shneider

Aviva Shneider

Principal (Operating Partner), CVC Capital Partners

Read bio
A speaker photo for Andrew Walshe

Andrew Walshe

Head of Portfolio Operations, Two Sigma Private Investments, Sightway Capital

Read bio
A speaker photo for Cassie Young

Cassie Young

Operating Partner, Primary Venture Partners,

Read bio
13:00 - 13:30

Lunch

13:30 - 14:10

The 2022 Exit Market: What are the Options for GPs?

Jared Barlow, David Clark

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

A speaker photo for Jared Barlow

Jared Barlow

Managing Partner, Kline Hill Partners

Read bio
A speaker photo for David Clark

David Clark

Managing Director, Head of Financial Sponsors, Raymond James

Read bio
14:10 - 14:50

ESG as a Competitive Advantage

Sarah Bratton Hughes, 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, Schroeder’s

Moderator:
Jordan Stutts,
Senior Writer, New Private Markets

A speaker photo for Sarah Bratton Hughes

Sarah Bratton Hughes

Head of Sustainability, North America, Schroders

Read bio
A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

Read bio
14:50 - 15:10

Venture Capital Activity & Trends

Chip Hazard, Rudina Seseri, Alastair Goldfisher

2020 was a year for megatrends in VC and it seems 2021 will be following suit. With an influx of SPACs, digital disruption within AI, and large capital investments going through multiple investing rounds, the investment outlook looks very promising. What can we expect in fundraising? Are we expecting overcrowding in the Fintech space? Are we seeing any dynamic trends in the emerging markets space? Join our esteemed group of panelists as they tackle these questions and so much more!

Panelists:
Chip Hazard, General Partner, Flybridge Capital Partners
Rudina Seseri, Founder & Managing Partner, Glasswing Ventures

Moderator:
Alastair Goldfisher
, Venture Capital Editor, Venture Capital Journal

A speaker photo for Chip Hazard

Chip Hazard

General Partner, Flybridge Capital Partners

Read bio
A speaker photo for Rudina Seseri

Rudina Seseri

Founder and Managing Partner, Glasswing Ventures

Read bio
A speaker photo for Alastair Goldfisher

Alastair Goldfisher

Venture Capital Editor, PEI

Read bio
15:10 - 15:40

Afternoon Break & Networking

15:40 - 16:20

A Macro View of the Family Office Investment Climate

Dwight Keysor, Drew Tarlow, 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.

Panelists:
Dwight Keysor, Co-founder & Managing Partner, Fry’s Path Capital
Drew Tarlow, Head of Private Investments, Wildcat Capital

Moderator:
Michael Oates, Partner,Withum

A speaker photo for Dwight Keysor

Dwight Keysor

Co-Founder and Managing Partner, Fry's Path Capital

Read bio
A speaker photo for Drew Tarlow

Drew Tarlow

Managing Director, Wildcat Capital Management (SFO)

Read bio
A speaker photo for Michael  Oates, CPA

Michael Oates, CPA

Tax Partner, Withum

Read bio
16:20 - 17:00

Featured Presentation: A Fireside Chat with Brett Hickey, Founder & CEO, Star Mountain Capital

Brett Hickey, Rich Melville

Speaker:
Brett Hickey, Founder & CEO, Star Mountain Capital

Moderator:
Richard Melville, Editorial Director, PEI Media

A speaker photo for Brett Hickey

Brett Hickey

Chief Executive Officer, Star Mountain Capital

Read bio
A speaker photo for Rich Melville

Rich Melville

Editorial Director, US, PEI

Read bio
17:00 - 18:30

Cocktail Reception & Networking

Agenda

Day 2 - Thursday 7th

Plenary sessions
09:00 - 09:30

Networking Breakfast

09:30 - 09:40

Opening Remarks

09:40 - 10:20

Featured Presentation: Fireside Chat with Keirsten Lawton, Managing Director, Cambridge Associates

Keirsten Lawton, Tom Angell, CPA

Speaker:
Keirsten Lawton, Managing Director, Cambridge Associates

Moderator:
Tom Angell, Partner, Withum Financial Services Group

Keirsten Lawton

Keirsten Lawton

Managing Director, Co-Head of US Private Equity Research, Cambridge Associates

Read bio
A speaker photo for Tom Angell, CPA

Tom Angell, CPA

Partner, WithumSmith+Brown, PC

Read bio
10:20 - 11:00

LP Corner: How are GPs Valuing their Portfolio Companies?

Chase Paxton

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:
Chase Paxton
, Director Finance & Valuations, NGP

A speaker photo for Chase Paxton

Chase Paxton

Director of Finance & Valuations, NGP Energy Capital Management

Read bio
11:00 - 11:30

Morning Refreshments

11:30 - 12:10

The (R)evolution of Deal Sourcing

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:
Sujit John, Senior Vice President, Partners Group

Moderator:
Sarah Pringle, Editor, PE Hub

A speaker photo for Sujit John

Sujit John

Managing Director, Partners Group

Read bio
A speaker photo for Sarah Pringle

Sarah Pringle

Editor, PE Hub

Read bio
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 Fund Services for CSC Global Financial Markets, 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

A speaker photo for Anne Anquillare, CFA

Anne Anquillare, CFA

Chief Executive Officer and President, PEF Services LLC

Read bio
A speaker photo for Robert  Chefitz

Robert Chefitz

Founder & Managing Partner, Egis Capital Partners

Read bio
A speaker photo for Sheryl Mejia

Sheryl Mejia

Managing Partner, Steward Asset Management

Read bio
A speaker photo for Colleen Fay

Colleen Fay

Principal, Withum Capital Partners

Read bio
12:50 - 13:00

Closing Remarks Followed by 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?

  1. Download the CLEAR app and tap on the white Health Pass tile.
  2. Tap “Enroll or verify your in CLEAR” to create your CLEAR member account
    1. New to CLEAR? When prompted, enter your email address, phone number and have your gov’t issued photo ID ready to complete enrollment.
    2. Already a CLEAR member? Use the email address associated with your membership and snap a quick selfie to verify your identity
  3. Continue to follow prompts on the Entry Requirements page to securely confirm your proof of vaccination. Upload a photo of your vaccine card or select your vaccine provider to verify your proof of vaccination.
  4. After your vaccination upload, two weeks prior to the event, a code is provided by PEI Media specific to PartnerConnect East 2021 to confirm your identity for the event in the app. Open the health pass to get your verification result. Green means you’re good to go!

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. The event specific code needed to confirm your identity will be sent to all attendees two weeks prior to the event.

 

Any questions regarding the event and vaccination requirements should be sent to customerservices@peimedia.com.