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, Active LPs 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

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Download the 2019 white paper to read topics on:

  • Fresh Capital

  • Fundraising

  • Energy Secondaries

  • Renewable Energy Fund

  • Emerging Managers

Here are a selection of firms that have attended PartnerConnect Texas in 2018:

Aberdeen Standard Investments
Adi Family Office
Athena Group
Blennemann Family Investments
Cambridge Associates
Campton Private Equity Advisors
DuPont Capital Management
ECMC Group
Gatewood Capital Partners
HQ Capital
KStone Partners
Morgan Creek Capital Management
Neuberger Berman
Oregon State Treasury
RCP Advisors
Schroder Adveq Management
StepStone Global
TCU Endowment Investment
Teacher Retirement System of Texas
Texas Municipal Retirement System
Tolleson Wealth Management
View Capital Advisors

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…

Read full testimonial

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…

Read full testimonial

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…

Read full testimonial

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Day 1 Day 2 Day 3
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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

Welcome Address

Daniel Weinstein
A speaker photo for Daniel Weinstein

Daniel Weinstein

Conference Producer, Buyouts Insider

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08:50 - 09:25

Keynote/Fireside Chat

09:25 - 10:00

Keynote Panel: Endowments and Foundations Discuss Their Unique Private Equity Investing Strategy and Process

Rush Harvey, Bruce MacDonald, Jim Snyder

Moderator:  Jim Snyder, Partner, Hammond, Kennedy, Whitney & Company

A speaker photo for Rush Harvey

Rush Harvey

Director of Investments, Texas A&M Foundation

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A speaker photo for Bruce MacDonald

Bruce MacDonald

Managing Director, VCU Investment Management Company

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A speaker photo for Jim Snyder

Jim Snyder

Partner, Hammond, Kennedy, Whitney & Company

Read bio
10:00 - 10:30

Networking Break

Main Track
10:30 - 11:00

Panel 1: Texas Managers Discuss Lessons Learned from Investing in 2019 and Their Vision for 2020

Eliot Kerlin

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?
A speaker photo for Eliot Kerlin

Eliot Kerlin

Senior Partner, Chief Structuring Officer, Insight Equity

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11:00 - 11:30

Panel 2: LP Corner: How LPs are preparing and managing their private markets portfolios for a potential downturn

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.

11:30 - 12:00

Panel 3: How GPs are Intelligently Managing Their Deal flow: Data, Competition, Subscription Lines and more

Russ Roenick, Howard Morgan, Ted Kramer

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?
A speaker photo for Russ Roenick

Russ Roenick

Founder & Managing Partner, Transom Capital Group

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A speaker photo for Howard Morgan

Howard Morgan

Partner and Senior Managing Director, Argand Partners

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A speaker photo for Ted Kramer

Ted Kramer

President & CEO, Hammond Kennedy Whitney

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12:00 - 12:30

Panel 4: Emerging Manager Focus: Top LPs Discuss Trends and Best Practices for EMs to Build LP Relationships

Daryl Brown, Joshua Sobeck

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

A speaker photo for Daryl Brown

Daryl Brown

Director, Portfolio Manager Private Markets Group, DuPont Capital Management

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A speaker photo for Joshua Sobeck

Joshua Sobeck

Partner, 747 Capital

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Lunch
12:30 - 13:30

Lunch - International Ballroom

Main Track - Afternoon Sessions
13:30 - 14:00

Panel 5: Real Assets: When in Texas: The Terms, Assets and Opportunities That LPs Are Seeking From Managers

Ryan Bell, Josh Miller, Eddie Schultz

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
A speaker photo for Ryan Bell

Ryan Bell

Managing Director, Barings

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A speaker photo for Josh Miller

Josh Miller

Principal, Private Equity, Neuberger Berman

Read bio
A speaker photo for Eddie Schultz

Eddie Schultz

Portfolio Manager, Real Assets, Texas Municipal Retirement System

Read bio
14:00 - 14:30

Panel 6: Deep Dive: The Many Ways GPs are Using Co-Investments

John Dickie

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.

A speaker photo for John Dickie

John Dickie

Co-Head of US Private Equity, Aberdeen Standard Investments

Read bio
14:30 - 15:00

Panel 7: Family Offices as Fund Investing LPs: FOs discuss strategy, successes and outlook

John Bullman, Jed Johnson, Maggie Radford

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
A speaker photo for John Bullman

John Bullman

Director of Investments, The Rosewood Corporation

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A speaker photo for Jed Johnson

Jed Johnson

Senior Managing Director, Crow Holdings Capital Investment Partners

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A speaker photo for Maggie Radford

Maggie Radford

CIO & CFO, Fikes Family Office

Read bio
15:00 - 15:30

Panel 8: 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
A speaker photo for Thomas  Costantino

Thomas Costantino

Managing Partner and Co-Founder of Bluffview Energy Capital

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A speaker photo for Jay A. Yoder

Jay A. Yoder

Global Strategy Leader, Natural Resources, Mercer Alternatives

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A speaker photo for Anupam Singh

Anupam Singh

Investment Director, Saudi Aramco Energy Ventures

Read bio
15:30 - 16:00

Networking Break

16:00 - 16:30

Panel 9: Venture Capital State of the Union: Where is VC Heading?

Greg Bohlen, Mike Dodd, Ken Wiles PhD, CFA
A speaker photo for Greg Bohlen

Greg Bohlen

Managing General Partner, Union Grove Venture Partners

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A speaker photo for Mike Dodd

Mike Dodd

General Partner, Silverton Partners

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A speaker photo for Ken  Wiles PhD, CFA

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
A speaker photo for Kenneth A. Hersh

Kenneth A. Hersh

President and CEO, George W. Bush Presidential Center

Read bio
Reception
17:00 - 18:30

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

 

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.

There is limited seating available, so please RSVP (and submit your topics/questions) to our Conference Producer, Daniel Weinstein

08:45 - 09:45

GP Think Tank

VC Moderator: Mike Dodd, General Partner, Silverton Partners

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 Conference Producer, Daniel Weinstein

09:45 - 10:00

Welcome Address

Daniel Weinstein
A speaker photo for Daniel Weinstein

Daniel Weinstein

Conference Producer, Buyouts Insider

Read bio
Featured Content
10:00 - 10:30

Keynote/Fireside Chat

Networking
10:30 - 10:45

Networking Break

Roundtables
10:45 - 12:05

Roundtables Sessions

  • The impending Bear Market and Its Effect on PE and VC
  • Co-Investments
  • Attracting and Retaining Top Talent
  • The Rise of Data in PE and VC

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

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

John Bullman

Director of Investments, The Rosewood Corporation

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

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

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

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

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

Eliot Kerlin

Senior Partner, Chief Structuring Officer, Insight Equity

Eliot is a Senior Partner and the Chief Structuring Officer at Insight Equity. Prior to Insight Equity, Eliot served as Turnaround Manager for Bay State Paper Company while the company was in Chapter 11. Previously, Eliot was an Associate at Jupiter… Read full bio
New

Ted Kramer

President & CEO, Hammond Kennedy Whitney

Ted joined HKW in 2001. He has led the Sourcing activities for the firm since 2002. In 2014, Ted was appointed president of HKW and in August of 2015, assumed the position of president & CEO. Ted splits his responsibilities between Sourcing, Investor… 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

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

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

Russ Roenick

Founder & Managing Partner, Transom Capital Group

Mr. Roenick is a Founder and Managing Partner of Transom Capital Group. Prior to Transom Capital, Mr. Roenick was a Junior Partner at McKinsey & Company. Previously, Mr. Roenick worked as a product strategist at Microsoft and an investment banker at… 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
New

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

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

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

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

Daniel Weinstein

Conference Producer, 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
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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

Website

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 conferenceDiscounted rates are good through, November 18, 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

Early-Bird Rates (Expires 11/8/19)
Fund Managers – $2,700
Independent Sponsors – $1,350
Service Providers –  $3,300
LPs/Family Offices – Complimentary

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.

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.

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
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GP Best Practices: How to Expand Your Portfolio Companies Abroad
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What to Do NOW to Prepare for Coming Regulatory, Legislative, Tax changes
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Ready for a Downturn? New Strategies for Cutting Portfolio Company Costs
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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
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The Fundraising Survival Guide for Emerging Real Estate Managers
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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
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IR Master Class: Keeping LPs Satisfied in an age of Increasing Transparency
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Top Strategies for Raising Money from Family Offices
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Top Trends Generating Investment Opportunities in The Tech Sector
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Improving Your Deal Sourcing Operations
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Identifying Potential Investors for Emerging Manager Funds
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PE/VC Roadshow Bootcamp: Getting Your Pitch Ready for Prime Time
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