Valuable Insights, Invaluable Connections
PartnerConnect Texas is back in Dallas this year and bigger than ever. Join 225+ of the industry’s top LPs and fund managers to gather for learning and targeted one-on-one networking.
The event will feature one stellar track of high-level LP and GP thought leaders discussing the current state of the private market as it relates to fundraising, political risk, energy and oil/gas, Texas venture, deal flow sourcing/management, regulatory trends and emerging managers.
This conference leverages the strength of our award-winning Editorial staff at Buyouts Magazine, VCJ and PEHub.com.
Register by 11/22/2019 to take advantage of ExecConnect at PartnerConnect Texas!
PartnerConnect Texas will also feature our ExecConnect LP-GP meetings program where our skilled conference producers and proprietary software create pre-arranged meetings for you. These private 20-minute meetings have seen billions of dollars raised in over 11,000 meetings at our events.
Keynote Speakers
Download the 2019 white paper to read topics on:
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Fresh Capital
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Fundraising
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Energy Secondaries
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Renewable Energy Fund
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Emerging Managers
Here are a selection of firms that have attended PartnerConnect Texas in 2018:
Who Should Attend?
- Limited Partners / Investors / Allocators who invest in private partnerships
- Managers in the following categories: Private Equity, Venture Capital, Hedge Funds, Mezzanine & Senior Debt, Growth Equity, Real Estate, Energy, Infrastructure
- Deal intermediaries who advise or manage deal flow opportunities in private capital
- Placement Agents / Fundraising advisors / intermediaries between GPs and LPs
- CEOs of venture- or private equity-backed private companies
- Corporate development executives who provide exit opportunities for private capital funds
- Private Real Estate Funds
Who Attends PartnerConnect Events?
Virtually every major Financial Sponsor and hundreds of LPs. Here are a sample of firms that have attended PartnerConnect events.
- Harvard Management Company
- College of the Holy Cross Endowment
- QIC
- Pennsylvania State Employees Retirement System
- The James Irvine Foundation
- UPS Group Trust
For more information on who attends, please reach out Kevin McCaffrey at kmccaffrey@buyoutsinsider.com. Or Andrew C. Yale at ayale@buyoutsinsider.com.
ExecConnect Meetings With LPs
Now celebrating our seventh year of our ExecConnect Private Meeting Program, we are proud to say we’ve arranged over 11,000 1:1 meetings between fund managers and limited partners. Based on feedback from our participants, billions of dollars in commitments have been made by LPs to GPs they met in our program. Participants efficiently move through 20 minute private meetings. For more information, click here.
LP-Only and Dealmakers Dinner
We host dinners for LPs and GPs/bankers/lenders on the middle night of our event. Each dinner typically has 40-50 attendees. For sponsorship opportunities reach out to Kevin McCaffrey at kmccaffrey@buyoutsinsider.com. Or Andrew C. Yale ayale@buyoutsinsider.com.
Dinner by invitation only.
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
Anna Dayn
Dayn Advisors LLC
There is no better forum than a PartnerConnect conference to get the insider track on latest developments as well as best practices in the private equity indust…
Mina Pacheco Nazemi
Barings
PartnerConnect is a great way to connect with as many GPs and LPs in private equity. It is an opportunity to meet new investors and reconnect with GPs to close…
Doug Mellinger
Clarion Capital Partners, LLC
Over the last 4 years I have tried out most of the conferences that bring LP’s and GP’s together. The only one I still attend is PartnerConnect due to the consi…
Anna Dayn
Dayn Advisors LLC
There is no better forum than a PartnerConnect conference to get the insider track on latest developments as well as best practices in the private equity industry. Attendees get a unique opportunity to listen to cutting-edge content, curated and delivered by thought leaders who are approachable and present throughout the event.
Mina Pacheco Nazemi
Barings
PartnerConnect is a great way to connect with as many GPs and LPs in private equity. It is an opportunity to meet new investors and reconnect with GPs to close deals. The LP-GP ExecConnect is extremely efficient and well organized. One is able to meet with as many potential partners within a 1-2 day period.
Doug Mellinger
Clarion Capital Partners, LLC
Over the last 4 years I have tried out most of the conferences that bring LP’s and GP’s together. The only one I still attend is PartnerConnect due to the consistent quality of the LP’s, quality of the speakers and the efficient use of time. I typically meet 50+ people that I know as well as new LP’s that I have not met before over a 2 day period. The one on one meetings organized by the PartnerConnect team has produced some valuable new relationships and is a great use of time due to the professionalism of the staff organizing the event. I have not missed one of their meetings in the last 3 years and always put them on my calendar as soon as I have the dates for next year.
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View agenda page
Agenda
Day 1 - Monday 9th
Opening Night
18:00 - 20:00
Ice Breaker Reception
Agenda
Day 2 - Tuesday 10th
Featured Content
07:45 - 08:45
Registration & Networking Breakfast
08:45 - 08:50
Opening Remarks
Daniel Weinstein
08:50 - 09:30
Fireside Chat with Perot Jain and Booster Fuels
Anurag Jain,
Frank Mycroft,
Alastair Goldfisher
Morning Sessions
09:30 - 10:00
Texas Managers Discuss Lessons Learned from Investing in 2019 and Their Vision for 2020
Ben D. Wilhite,
Luke Bateman,
Edward Patton,
Teddy Grant
As we near the end of 2019, this panel brings together a mix of PE and VC managers hailing from the State of Texas to reflect on another year of investing and look forward to 2020.
- What were some of the challenges they faced?
- What do they see as the biggest challenges they’ll face in 2020?
- What were some of their biggest successes and best executed deals?
- How do they expect the environment to be in 2020?
- What specific issues or opportunities do Texas based managers have?
Moderator: Teddy Grant, Junior Reporter, Buyouts Insider
10:00 - 10:30
LP Corner: How LPs are preparing and managing their private markets portfolios for a potential downturn
Benjamin Wilson,
Rich Castleberry,
Zach Jackson,
Allen Latta
This panel pairs together 3 LPs to discuss how they are getting ready for the possibility of a market downturn. More specifically, how they are thinking about their PE and VC allocations as we approach an historically long bull market.
- What sectors and strategies are they shifting in and out of?
- Are they favoring buyouts or venture?
- How are they viewing operational and market risk?
As an “LP Corner” panel, this panel is by LPs and for LPs. It serves as a place for LPs to help educate their peers about the toughest issues facing institutional investors.
Moderator: Allen Latta, Managing Director, Campton Private Equity Advisors
10:30 - 11:00
Networking Break
11:00 - 11:30
How GPs are Intelligently Managing Their Deal flow: Data, Competition, Subscription Lines and more
Howard Morgan,
Ryan Grand,
Karl Schade,
Ryan McGovern,
Brian Mahoney
Managers from both Private Equity and Venture Capital managers will discuss how they manage one of the most important parts of their business – deal flow.
- What systems are they using to track the data?
- What data are they using to source new deals?
- How are they dealing with increased competition?
- Are they utilizing subscription lines of credit?
- Have they been involved in auctions for a portfolio company?
- What types of valuations are they seeing?
11:30 - 12:00
Emerging Manager Focus: Top LPs Discuss Trends and Best Practices for EMs to Build LP Relationships
Daryl Brown,
Joshua Sobeck,
Jeremy Knox
The upward trend of new and MWBE managers is not stopping anytime soon. In this discussion, top LPs will outline what trends they see in the space and how these managers can build long-lasting LP relationships.
- The panelists will discuss things such as:
- What backgrounds are successful new managers most often coming from?
- What types of emerging managers are they most commonly seeing?
- How can emerging and MWBE managers better access institutional money?
Moderator: Joshua Sobeck, Partner, 747 Capitial
12:00 - 12:30
Real Assets: When in Texas: The Terms, Assets and Opportunities That LPs Are Seeking From Managers
Ryan Bell,
Josh Miller,
Eddie Schultz,
Peter Hommeyer
This panel brings together a group of generalist Real Asset allocators to give a high-level look at:
- What kind of assets they are favoring
- The types of funds they’ve had recent success with
- Terms they are seeking from managers
- The sectors and strategies they predict will have the most growth
- What sectors will perform the best in a recession
Moderator: Peter Hommeyer, President, Partner, Hunter Street
Lunch
12:30 - 13:30
Luncheon - International Ballroom
Featured Content
13:30 - 14:00
After Lunch Keynote: Endowments and Foundations Discuss Their Unique Private Equity Investing Strategy and Process
Bruce MacDonald,
Rush Harvey,
Jim Snyder,
Ryan Quinn
Moderator: Jim Snyder, Partner, Hammond, Kennedy, Whitney & Company
Afternoon Sessions
14:00 - 14:30
Deep Dive: The Many Ways GPs are Using Co-Investments
Pietro Cinquegrana,
John Dickie,
Sanjay Sanghoee,
Chris Shonk
Co-Investments have had rapid growth in popularity over the past year’s, with the charge forward largely led by LPs. We know why LPs often seek co-investment: Favorable fee structures, more direct involvement in deals, a deeper look into a GPs thinking and ultimately, higher returns.
This panel will examine the other side of the equation:
- How are GPs utilizing co-investments?
- Is it to invest in great deals above their normal check size?
- Be extra nice to their legacy LPs?
- Access outside expertise of a co-investor?
- Gain a fund commitment?
- Raise a larger fund in the future?
Our panelists, made up of both GPs and LPs, will take a deep dive into this topic.
Moderator: Sanjay Sanghoee, COO, CFO and CCO, Delos Capital
14:30 - 15:00
Family Offices as Fund Investing LPs: FOs discuss strategy, successes and outlook
Benjamin Bates,
John Bullman,
Maggie Radford,
Tony Wang
The growth of Family Offices as Institutional Investors has had far-reaching effects on the private market. They continue to get more and more sophisticated, with full in-house teams to evaluate investment opportunities.
The panel pairs together three Dallas based Family Offices to discuss:
- PE and VC fund strategies they are favoring
- Specific sectors they are focusing on
- Their process when doing GP due diligence
- Their most successful fund investments
- How to best work with and approach a Family Office
Moderator: Tony Wang, Managing Partner, 500 Startups
15:00 - 15:30
Energy Spotlight: What strategies have and have not done well in Energy and what the next 1, 3 and 5 years hold for this sector
Thomas Costantino ,
Jay A. Yoder,
Anupam Singh ,
Teddy Grant
The state of the energy market has been in flux since the price of oil crashed in 2014. This discussion brings together 3 energy experts to look back on what strategies fared well, and what strategies they think will succeed in the near and long-term.
Topics of discussion will be across the entire energy landscape, from renewables to shale.
Moderator: Teddy Grant, Junior Reporter, Buyouts Insider
15:30 - 16:00
Networking Break
16:00 - 16:30
Venture Capital State of the Union: Where is VC Heading?
Greg Bohlen,
Mike Dodd,
Ken Wiles PhD, CFA,
Vishal Verma,
Brian Smiga
Venture capital continues to rapidly change. New players, delayed IPO’s, and many other factors will continue to shape the VC landscape. This discussion will bring together a truly comprehensive set of groups: An early-stage VC, a growth-stage VC, a VC FoF, a professor teaching venture capital, and a family office specializing in direct and fund investments in venture.
These venture experts will look at the state of VC today and what they think the future holds.
Moderator: Vishal Verma, Senior General Partner, Edgewood Ventures
Ken Wiles PhD, CFA
Clinical Associate Professor of Finance, Associate Director, Hicks, Muse, Tate & Furst Private Equity Center
Read bio
Featured Content
16:30 - 17:00
Closing Keynote: Navigating a Challenging Investment Environment
Kenneth A. Hersh
Reception
17:00 - 18:00
Cocktail Reception
19:00 - 21:00
LP Dinner: By invitation only
Agenda
Day 3 - Wednesday 11th
Main Track
07:45 - 08:45
Networking Breakfast
08:45 - 09:45
LP Think Tank
John Bullman
LP Facilitator: John Bullman, Director of Investments, The Rosewood Corporation
The LP Think Tank at PartnerConnect Texas is a completely closed door, candid discussion among Institutional Investors who allocate to Private Equity and Venture Capital. Closed door means, NO event staff, NO journalists and NO recordings of the discussion.
Those in the room will be able to speak directly to their peers to address issues such as:
- How to structure your portfolio in bumpy times
- GPs behaving badly
- Co-investment
- How to best manage a team
- GP stakes and GP led secondaries
- Using data in your manager research
- Most effective ways to conduct due diligence
- Combating fees
- Many more issues impacting the LP community…
The discussion will be facilitated by one of your peers in the LP community, and topics/questions for discussion can be submitted beforehand. TThere is limited seating available, so please RSVP (and submit your topics/questions) to our Program Director, Daniel Weinstein
08:45 - 09:45
GP Think Tank
Pietro Cinquegrana,
Mike Dodd
VC Facilitator: Mike Dodd, General Partner, Silverton Partners
PE Facilitator: Pietro Cinquegrana, Managing Director, CDIB Capital International
The GP Think Tank at PartnerConnect Texas is a completely closed door, candid discussion among Private Equity and Venture Capital Investors. Closed door means, NO event staff, NO journalists and NO recordings of the discussion.
Those in the room will be able to speak directly to their peers to address issues such as:
- How other GPs are handling high valuations and competition
- How to best manage a team and retain talent
- Cyber and data security
- Managing LP relationships
- Running your business
- The economy and how to plan for a downturn
- Fee weary LPs
- Many more issues impacting Private Equity and Venture Capital managers…
The discussion will be facilitated by one of your peers in the GP community, and topics/questions for discussion can be submitted beforehand.
There is limited seating available, so please RSVP (and submit your topics/questions) to our Program Director, Daniel Weinstein
09:50 - 09:55
Opening Remarks
Daniel Weinstein
Featured Content
09:55 - 10:30
Keynote Presentation: Comerica Bank Economic Outlook
Daniel Sanabria
Networking
10:30 - 10:45
Networking Break
Interactive Breakout Sessions
10:45 - 11:05
The Impending Bear Market and Its Effect on PE and VC
11:05 - 11:25
Co-Investments
11:25 - 11:45
Attracting and Retaining Top Talent
11:45 - 12:05
The Rise of Data in PE and VC
Luke Bateman
Senior Vice President, Insight Equity
Luke is a Senior Vice President at Insight Equity and is responsible for evaluating and executing investment opportunities throughout various industry sectors and partnering with portfolio company management to execute strategic and operational initi… Read full bio
Benjamin Bates
Investment Director, Crow Holdings Capital Investment Partners
Ben Bates is an Investment Analyst on the Private Markets Team of Crow Holdings Capital – Investment Partners. Since joining the Team in 2015, Ben has assisted with private equity manager selection, direct investment underwriting, portfolio monitorin… Read full bio
Ryan Bell
Managing Director, Barings
Ryan Bell is a member of Barings Alternative Investments. Ryan is part of the Funds & Co-Investments team and is responsible for originating and underwriting funds and co-investments for Real Assets. Ryan has worked in the industry since 1998 with ex… Read full bio
Greg Bohlen
Managing General Partner, Union Grove Venture Partners
Greg Bohlen co-founded Union Grove Venture Partners in 2014. Prior to that, he joined Morgan Creek in 2011 to extend Morgan Creek’s venture exposure. Greg’s experience and relationships in the venture capital and investment banking communities have b… Read full bio
Daryl Brown
Director, Portfolio Manager Private Markets Group, DuPont Capital Management
Daryl B. Brown, CFA, is a Director and Portfolio Manager, Private Markets. In this capacity, Mr. Brown is a member of the investment team responsible for partnership selection and portfolio management. He joined DuPont Capital in 1996 as a Stable Val… Read full bio
John Bullman
Director of Investments, Rosewood Management Corp.
As Rosewood Management Corporations’ Director of Investments, John Bullman leads the team that manages the liquid net worth for family office. To do so, the team selects third party managers across asset classes to implement the firm’s investment str… Read full bio
Rich Castleberry
Vice President, BOKF Alternative Investments Analyst
Mr. Castleberry is responsible for supporting Bank of Oklahoma’s portfolio manager group, institutional wealth management, client advisors, trust officers and administrators in the alternatives investments area. Mr. Castleberry joined the bank in mid… Read full bio
Thomas Costantino
Managing Partner and Co-Founder of Bluffview Energy Capital
Mr. Costantino, a Managing Partner and Co-Founder of Bluffview Energy Capital, is responsible for raising investor capital, and sourcing and structuring portfolio investments. He has over 30 years of experience in finance and trading in the energy se… Read full bio
Pietro Cinquegrana
Managing Director, CDIB Capital
Pietro has 30 years of international experience in investing, advisory and consulting. He is a Managing Director at CDIB Capital Group, an international private investing platform. Previously, he was a Managing Director at Hudson Hill Capital, a New… Read full bio
John Dickie
Co-Head of US Private Equity, Aberdeen Standard Investments
John is Co-Head of US Private Equity, focused on the Aberdeen U.S. Private Equity strategy and is also a member of its investment committee. His primary responsibilities include identifying, evaluating and monitoring the firm's private equity investm… Read full bio
Mike Dodd
General Partner, Silverton Partners
Mike has been an active technology investor as well as an executive at a number of leading technology companies for the past 20 years. As an investor, prior to joining Silverton, Mike was a partner at Austin Ventures where he focused on technology in… Read full bio
Alastair Goldfisher
Venture Capital Editor, Buyouts Insider
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
Ryan Grand
Principal, HKW
Ryan joined HKW in 2014. His primary responsibilities on the Sourcing team include managing the firm’s business development and deal sourcing efforts. He spends most of his time outside of the Indianapolis office meeting with investment bankers, busi… Read full bio
Teddy Grant
Junior Reporter, Buyouts Insider
Teddy Grant writes for Active LPs covering small to midsize pensions and independent sponsors. He is a multimedia journalist who previously served as the culture and political writer for EBONY. His work has appeared in NBC’s Owned and Operated statio… Read full bio
Kenneth A. Hersh
President and CEO, George W. Bush Presidential Center
Kenneth A. Hersh, 56, is President, Chief Executive Officer, and board member of the George W. Bush Presidential Center, a Dallas-based non-partisan institution which houses the George W. Bush Library and Museum and the George W. Bush Institute. The… Read full bio
Rush Harvey
Director of Investments, Texas A&M Foundation
Rush Harvey joined the Texas A&M Foundation in February 2018 and currently serves as Director of Investments. Mr. Harvey previously served as Director of Investments at the KSU Foundation in Manhattan, KS. In this role, he worked in conjunction with… Read full bio
Peter Hommeyer
President, Partner, Hunter Street
Peter is responsible for management of Hunter Street’s business development, capital formation, and marketing activities. He has 26 years of experience across private equity and credit, hedge funds, research, capital allocation, and banking. Peter is… Read full bio
Zach Jackson
Investment Director, QIC
Zach Jackson is an Investment Director and investment committee member of QIC’s Global Private Capital group where he is responsible for coverage of North American venture and buyout investments, including primary commitments, co-investments and seco… Read full bio
Anurag Jain
Co-Founder & Managing Partner, Perot Jain
Anurag Jain serves as Chairman of Access Healthcare, a revenue cycle management services company, where he has led its growth from just over 100 people in 2012 to more than 11,000 people today. He is also Managing Partner of Perot Jain, LP, a private… Read full bio
Jed Johnson
Senior Managing Director, Crow Holdings Capital Investment Partners
Jed Johnson leads Private Equity and Venture Capital Strategies for Crow Holdings Capital – Investment Partners (“CHCIP”), representing approximately $500 million of invested and committed capital. He is responsible for the firm’s private markets inv… Read full bio
Jeremy Knox
Senior Investment Director, Schroder Adveq Management US
Jeremy Knox covers Adveq's US buyout and turnaround investment activities across primary funds, secondaries, and co-investments. Prior to joining Adveq in 2016, Jeremy spent 7 years, most recently as a Director, in the investment arm of PartnerRe Ltd… Read full bio
Allen Latta
Managing Director, Campton Private Equity Advisors
Allen Latta is the Managing Director and founder of Campton Private Equity Advisors. Allen has over 25 years of experience in private equity, venture capital and corporate finance. Campton provides advisory services to institutions, family offices an… Read full bio
Bruce MacDonald
Managing Director, VCU Investment Management Company
Bruce MacDonald, Managing Director; Prior to joining VCIMCO, Bruce was the Chief Investment Officer and Managing Partner of Crayna Capital, an advisory firm focused on providing alternative investment solutions to sustainability focused clients. Prio… Read full bio
Ryan McGovern
Managing Director, Star Mountain Capital
Ryan McGovern has nearly two decades of investment and advisory experience with much of that time spent launching and managing mezzanine debt funds and working with mezzanine fund investors around the world. At Star Mountain, Mr. McGovern is involved… Read full bio
Howard Morgan
Partner and Senior Managing Director, Argand Partners
Howard D. Morgan is a Partner and Senior Managing Director of Argand Partners. He was the President of Castle Harlan from 2010 to 2015. He joined Castle Harlan in 1996 and has been active in mid-market private equity for 30 years. Until 2015, Mr. Mor… Read full bio
Josh Miller
Principal, Private Equity, Neuberger Berman
Joshua Miller, CFA is a Principal of Neuberger Berman and a senior member of the Firm's Private Investment Portfolios group with a focus on real assets investing.. Prior to joining Neuberger Berman in 2004, Mr. Miller was at Cirrus Health, an outpati… Read full bio
Brian Mahoney
Chairman and CEO Pellico, Inc.
Mr. Mahoney is an entrepreneurial finance and private equity executive with a 30-year career successfully building industry-leading companies in partnership with operating managers. He has served as a partner in several private equity firms, includin… Read full bio
Frank Mycroft
Founder & CEO, Booster
Frank Mycroft is the Founder and CEO of Booster. Prior to Booster, Mycroft worked as an aerospace engineer for NASA and Boeing. He also served as the Vice President of Strategy for Planetary Resources, a robotics company that aspires to mine asteroi… Read full bio
Edward Patton
Founder and Managing Director, Hastings
Ted is the Founder and a Managing Director at Hastings. Prior to starting Hastings Equity Partners in 2004, Ted helped start Boston Light Software in 1998, which was sold to Intuit in 1999. He helped grow the organization from 4 to 80 people, grow re… Read full bio
Ryan Quinn
Director of Investment Operations, Children's Health
Ryan serves in a strategic role as Director of Investment Operations for Children’s Health, an $1.5Bn Foundation diversified across multiple asset classes. In this capacity, he is responsible for the strategic directions of the Investment office thro… Read full bio
Maggie Radford
CIO & CFO, Fikes Family Office
Maggie Radford, CPA, CGMA, is Chief Investment Officer for the Fikes Family Office. She is responsible for the overall success, management and growth of all domestic and international investment sectors. Maggie’s earlier background includes audit man… Read full bio
Daniel Sanabria
Senior Economist, Comerica Bank
Daniel Sanabria is Vice President and Senior Economist at Comerica Bank. He provides commentary and research on the U.S. economy and the economies of California, Texas, Arizona, Florida and Michigan. Sanabria currently serves on the board of director… Read full bio
Sanjay Sanghoee
COO, CFO and CCO, Delos Capital
Sanjay Sanghoee is COO, CFO and CCO of Delos Capital, a lower middle market private equity fund launched in 2013 and based in New York City. Mr. Sanghoee has more than 15 years of experience in investment banking and private equity. He is responsible… Read full bio
Karl Schade
Managing Partner, Presidio Investors
Karl Schade has been structuring, analyzing and managing private equity investments for over two decades. Today, he serves as Managing Partner of Presidio Investors, which he founded in 2007. In this role, Mr. Schade has spent over a decade focused o… Read full bio
Eddie Schultz
Portfolio Manager, Real Assets, Texas Municipal Retirement System
Portfolio Manager of real estate and real return for Texas Municipal Retirement System. Hired in the early phases of alternatives diversification where TMRS was previously an entirely fixed income investor. Real Estate & Real Return make up 20% of th… Read full bio
Anupam Singh
Investment Director, Saudi Aramco Energy Ventures
Anupam Singh is an Investment Director at Saudi Aramco Energy Ventures (SAEV), the corporate Venture Capital arm of Saudi Aramco. SAEV makes minority equity investments of up to $30MM in energy companies with differentiated technologies, of strategic… Read full bio
Brian Smiga
Co-Founding Partner, Alpha Venture Partners
Brian Smiga is the co-founding partner at Alpha Venture Partners, an innovative late-stage venture fund that invests growth capital in category-leading technology companies (Lime, Wish, Careem, Coupang, Getaround, DoctorOnDemand) sourced from a netwo… Read full bio
Chris Shonk
Partner, ATX Venture Partners
As the oldest of 8 children, Chris started his first business at fourteen and has been financially self-sufficient from that day on. Chris served in the US Army to provide money for college and attain leadership and strategic execution skills from th… Read full bio
Jim Snyder
Partner, Hammond, Kennedy, Whitney & Company
Jim joined HKW in 1999. His primary responsibility is to lead the firm’s Investor Relations and Co-investment programs. He travels regularly to meet with limited partners, co-investment funding sources, and lending institutions across North America.… Read full bio
Joshua Sobeck
Partner, 747 Capital
Josh serves as a Partner of the firm. His responsibilities include portfolio management, manager selection, as well as responsibility for reporting and fund administration. Josh is a member of the Investment Committee and holds various board seats. P… Read full bio
Vishal Verma
Senior General Partner, Edgewood Ventures
Vishal Verma is a Senior General Partner at Edgewood Ventures, LLC. Edgewood is an investment fund focusing on investing in the USA and India. He has made investments and on the board of directors of Edgewood Networks, Edgewood CureAire, Gamma Securi… Read full bio
Tony Wang
Managing Partner, 500 Startups
Tony Wang is an experienced early stage and growth executive with a background in consumer internet, digital media, and healthcare. As an operating executive, Tony has helped companies scale from pre-product inception stages through to building globa… Read full bio
Daniel Weinstein
Program Director, Buyouts Insider
Daniel Weinstein is a Conference Producer at Buyouts Insider where he manages the content and structure of the entire PartnerConnect Events portfolio. Formerly, he worked on the LP Team at Buyouts Insider where he was tasked with researching and fost… Read full bio
Benjamin Wilson
Managing Director, HQ Capital
Ben Wilson is a Managing Director at HQ Capital based in New York. As a secondary expert with more than a decade of relevant experience in the industry, he is focused on HQ Capital’s global secondary market activity. Prior to joining HQ Capital, he w… Read full bio
Ken Wiles PhD, CFA
Clinical Associate Professor of Finance, Associate Director, Hicks, Muse, Tate & Furst Private Equity Center
Ken has been the president, COO or CFO or more than 10 companies, two of which were taken public by JP Morgan and Bear Sterns respectively, and one was sold to Oracle Corporation. Ken manages a restructuring firm, operates a money management firm, ha… Read full bio
Ben D. Wilhite
Partner & Co-Founder, Caruth Capital Partners
Ben D. Wilhite is a Partner and co-founder of Caruth Capital Partners and is actively involved in all aspects of the firm’s investment activity. He is currently a board member of three portfolio companies and actively works with management on develop… Read full bio
Jay A. Yoder
Global Strategy Leader, Natural Resources, Mercer Alternatives
Jay A. Yoder, CFA® is the Global Strategy Leader, Natural Resources at Mercer Alternatives. He joined Pavilion Alternatives Group in 2008, which was acquired by Mercer in 2018. Mr. Yoder has been investing in private real assets for more than 20 year… Read full bio
The ExecConnect Private Meeting Program:
- Connects LPs actively looking to commit capital with GPs who are fundraising or seeking to build new LP relationships
- Meetings are 20-min, private, and curated by conference directors based on detailed investor profiles
- Over 11,000 LP-GP meetings facilitated to date, with 2700+ in 2018 alone
- Billions of dollars raised with past commitments ranging from a few million dollars to larger checks as high as $100 million
If you’re an LP- ExecConnect gives you the opportunity to meet and screen new GP’s in a time-efficient, personalized manner. Instead of looking over spreadsheets and pitchbooks, you’re able to hand-pick a schedule of face to face meetings from a selection of 50-60 PE and VC fund managers of various sizes and strategies.
LPs who take three 20-min meetings, attend our event complimentary, as well as our LP dinners and workshops.
If you’re a GP- As a participant in our ExecConnect program, simply show up on-site, and you’ll have a roster of 1:1 LP meetings arranged through our proprietary match-making system. The LP’s who participate in ExecConnect are decision-makers at Pensions, Endowments, Foundations, Insurance Companies, Fund of Funds and more.
Each meeting is set-up based on the LPs interest in your firm and/or your firm’s strategy, ensuring that each meeting is productive.
Limited Partners attend our events complimentary, through taking a handful of meetings in the program.
For more information on attending as a qualified investor, please contact:
Grant Catton
646-321-4864
gcatton@buyoutsinsider.com
General Partners raising capital have a variety of options to enter the meetings program.
For more information on ExecConnect packages and maximizing your participation, please contact:
Kevin McCaffrey
646-345-4503
kmccaffrey@buyoutsinsider.com
Andrew C. Yale
646-989-8025
ayale@buyoutsinsider.com
General Partner Packages Includes:
- Multiple passes
- ExecConnect – Guaranteed LP meetings; ability to review and rank LP preferences
- Branding
- Speaking opportunities
- VIP Dinner invitation
- Other creative opportunities include: meeting space sponsorship
FUND MANAGERS
Count on PartnerConnect to Introduce You to Your Next Investor
If you’re interested in raising funds then you don’t want to miss the opportunity to meet with our LPs privately at one of our PartnerConnect events through our ExecConnect private meeting program. With ExecConnect, you can maximize your time by letting us handle the introductions.
Here’s How it Works:
- Contact Kevin McCaffrey at kmccaffrey@buyoutsinsider.com, who can get you set up with an ExecConnect profile and explain next steps on LP meetings.
- Institutional Investors review profiles of all GPs and prioritize those whom they are interested in meeting.
- We arrange private one-on-one meetings at our PartnerConnect events with LPs who have indicated an interest in your firm.
INSTITUTIONAL INVESTORS
There’s not a more efficient way to make in-person connections with fund managers than at PartnerConnect
What is the PartnerConnect Institutional Investor Pass?
PartnerConnect offers qualified investors the opportunity to attend our events free of charge, with a complimentary Institutional Investor Pass. To be considered, you must be a qualified investor or advisor who allocates capital to alternative asset managers or advises institutional investors to make such commitments.
Here’s What You Can Do with the Institutional Investor Pass:
- Attend our events free of charge, taking advantage of all conference sessions
- Sift through scores of GPs in the PE, venture, real estate, and growth equity spaces, and pick the meetings that you want, which we schedule for you.
- Attend any post event workshops
- Bring a colleague for free
- Network with other institutional investors during a private dinner, usually at a 5-star restaurant or special venue
Requirements of an Institutional Investor Pass:
In exchange for all the benefits listed above, we ask that you participate in our ExecConnect private meeting program, which enables you to meet directly with fund managers whose investment goals match yours. These meetings are pre-arranged by conference organizers, and you get to choose the firms you meet with for focused, efficient networking. We ask that you take at least 3 meetings with managers.
DEALMAKERS & SERVICE PROVIDERS
Shake Hands With 150+ Financial Sponsors at Each of Our PartnerConnect Events
Our events are designed with bankers, lenders and service providers squarely in the middle of all of the action at our PartnerConnect events throughout the year. Unlike most competing events, our attendee rosters are typically 90% or more comprised of limited partners and fund managers, which means a strikingly low amount of service providers. Your ticket includes first rate networking with senior decision makers at private market funds (PE, VC, Real Estate and more), as well as limited partners who back them. Group passes and discounts are available. Bankers and lenders also receive a complimentary pass to our well-known Deal Makers’ Dinner, alongside PE firms on the middle night of the conference. For service providers a select few passes are available through dinner sponsorship.
To get still more out of the event with sponsorship opportunities, including attendee lists, branding, and speaking roles, please contact Julius Picardi at Julius.p@peimedia.com or call +1 646-356-4507
Venue
Hotel Information
Fairmont Dallas
1717 N. Akard Street
Dallas, TX
Hotel Phone: (214) 720-2020
Discounted Rates: $169 (plus applicable taxes and fees)
Phone Reservations: 1-800-441-1414
Online Reservations
(Enter arrival & departure dates and click “check dates” box. This will automatically default to group discounted rates and display room types available).
Requests for room assignments may also be made by calling our toll-free number at 1-800-441-1414 and referencing the PEI LLC/ PartnerConnect Texas conference. Discounted rates are valid until December 5th, 2019. However, please note that the discounted group block is subject to availability and is not guaranteed. Rooms are available on a first-come first-served basis, be sure to book your room early.
Fairmont Dallas
Standard Rates
Fund Managers – $3,000
Independent Sponsors – $1,500
Service Providers – $3,300
LPs/Family Offices – Complimentary
The ExecConnect Deadline for this event is November 22, 2019.
After this date we cannot guarantee LP-GP one-on-one meetings.
GROUP PRICING FOR FUND MANAGERS:
Contact Kevin McCaffrey at 646-356-4503 or kmccaffrey@buyoutsinsider.com.
Partner Packages Includes:
- Multiple passes
- ExecConnect – Guaranteed LP meetings; ability to review and rank LP preferences
- Branding
- Speaking opportunities
- VIP Dinner invitation
- Other creative opportunities include: meeting space sponsorship
GROUP PRICING FOR SERVICE PROVIDERS:
Contact Julius Picardi at Julius.p@peimedia.com or call +1 646-356-4507 for more information.
COMPLIMENTARY LIMITED PARTNERS / FAMILY OFFICES
Contact Grant Catton at 646-321-4864 or gcatton@buyoutsinsider.com for more information.
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.
Partner with PartnerConnect Texas 2019
The PartnerConnect Texas offers a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity fundraisers, investors, and dealmakers. PartnerConnect Texas welcomes 300+ senior LPs, GPs, and VCs as they gather for intimate one-on-one networking challenges creators across two days of sessions.
For more information on our exclusive, customized sponsorship engagement campaigns, please contact Julius Picardi at Julius.p@peimedia.com or call +1 646-356-4507
Sponsors Include:
Sign Up for 1:1 private meetings with qualified investors through
PartnerConnect Texas 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 Kevin McCaffrey at kmccaffrey@buyoutsinsider.com or 646-345-4503.
Current & Past Sponsors Include:
SPONSOR BENEFITS:
Brand Exposure. Thought Leadership. Networking. Lead Generation.
Pre-Event Resources
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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
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Inside the LP Mind: Allocating to Private Real Estate in the Current Environment
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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
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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
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PE/VC Roadshow Bootcamp: Getting Your Pitch Ready for Prime Time
View Here