NEXUS will return Spring 2026 in Orlando
Did our photographers catch you at NEXUS 2025?
Check out the gallery and see all the photos from NEXUS. Be sure to tag PEI and use #NEXUS2025 on social media.
NEXUS was an electrifying convergence of private equity’s most powerful leaders and influential capital allocators.
Attendees connected with the investors and managers defining the future of private equity and debating the forces that impact how you invest.
Register your interest to be in the room where relationships are forged, investments are made, and deals get done.
A keynote speaking faculty like no other
NEXUS keynotes influence global investment and allocation trends. They represented the largest institutions in private markets and inspire action throughout our industry.
William J Kelly, CAIA
"Amongst the very best events I have attended ... A must in 2025!"
Connect
Build relationships with the most influential investors and managers in private markets
Fuel future success
Establish key alliances and gain crucial intelligence that stimulates rapid growth
Attendees met allocation decision-makers from private equity’s most influential LPs
Joachim Bader, CFGI
"I made many incredibly valuable connections with fellow attendees that are highly relevant for me and my company."
Specialist forums that defined the future of private equity
Investors
Unlock new avenues for growth and opportunities to increase private market returns.
Managers
Build new, and foster old, investor relationships and understand where capital will flow in 2025.
Solution Providers
Discover fresh business opportunities firsthand amidst a vibrant networking environment.
An unrivaled speaker lineup
Registration questions
Anna Dorokhin
anna.d@pei.group
Sponsorship
inquiries
Jimmy Kurtovic
jimmy.k@pei.group
Speaking opportunities
Ben Moss
ben.m@pei.group
The NEXUS agenda was built to maximize networking time
View agenda page
Agenda
Day 1 - Monday 10th
Welcome
07:30 - 08:40
Welcome Breakfast and Registration
07:45 - 08:40
The Next Frontier for Women in Private Markets
Join PE Hub Editor-in-Chief Mary Kathleen Flynn and PEWIN Executive Director Emily Mendell for a candid, off-the-record and interactive discussion around the current environment for women professionals in the private markets including how firms and institutions are approaching recent challenges to DEI initiatives and what the key imperatives are for maintaining a positive path forward.
Chatham House Rule will apply.
Limited Partners Leaders Council | Exclusively for institutional investors
08:40 - 08:45
Welcome from the forum Chair
John Bowman
John Bowman, Chief Executive Officer, CAIA Association
08:45 - 09:30
Constructing and culling the portfolio 2026
Raelan Lambert,
Jon-Michael Consalvo,
Bei Saville, CFA, CAIA,
Lamar Taylor
• How are LPs thinking about capital allocation in 2026?
• Strategies for diversifying the private markets portfolio
• Exploring opportunities and how to take advantage of gaps in the market
Moderator:
Raelan Lambert, Senior Partner and Global Alternatives Leader, Mercer
Leaders:
Jon-Michael Consalvo, Chief Investment Officer, Carnegie Corporation of New York
Bei Saville, Chief Investment Officer, Advance Treasury and Fingerboard Family Office
Lamar Taylor, Chief Investment Officer, Florida State Board of Administration
Bei Saville, CFA, CAIA
Chief Investment Officer, Advance Treasury and Fingerboard Family Office
Read bio
09:30 - 10:15
The negotiation table - playing by LP rules
Steven Richman,
Peter Keehn,
Ya Tung,
Steve Poliner,
Lori Hall-Kimm
• Providing capital while standing out as a long-term partner to negotiate better terms
• What are the best practices to discuss terms with fund managers?
Moderator:
Steven Richman, Partner, Seyfarth
Leaders:
Peter Keehn, Senior Managing Director, Private & Alternative Assets, Allstate Investments
Ya Tung, Chief Investment Officer, The Jefferies Family Office
Steve Poliner, Senior Investment Counsel, Teacher Retirement System of Texas
Lori Hall-Kimm, Senior Managing Director & Head of Global Private Equity, HOOPP
10:15 - 10:45
Networking and coffee break
10:45 - 11:30
Executive Strategy Assessment: Excelling at Performance
Christopher Witkowsky,
Samantha Davidson,
Mike Fang
- How to build top quartile portfolios with an emphasis on navigating the sea of emerging managers
- Assess emerging managers and the next great small buyout manager
Moderator:
Chris Witkowsky, Private Equity Editor, PEI Group
Panelists:
Samantha Davidson, President & Head of Global Investing, Cambridge Associates
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
Emerging Managers Forum | Qualified Emerging Managers* only for the morning sessions
08:30 - 08:40
Welcome from the forum Chair
Kelly DePonte
Kelly DePonte, Managing Director, Kelly DePonte Advisory LLC
08:40 - 09:10
Pitch to handshake - maximizing your differentiator
Graham Bippart,
Luke Myers,
Adam Buzanis
Moderator:
Graham Bippart, Senior Editor, Buyouts and Private Funds CFO
Leaders:
Luke Myers, Managing Partner, Truelink Capital
Adam Buzanis, Senior Director, Private Equity, CAAT Pension Plan
09:10 - 09:40
Case Study: Winning LP Trust
Kelly DePonte,
Hollie Haynes,
Cris Conner
Learn how to lay the foundation for managing expectations and creating a valued partnership from Fund I to Fund IV.
Moderator:
Kelly DePonte, Managing Director, Kelly DePonte Advisory LLC
Leaders:
Hollie Moore Haynes, Founder and Managing Partner, Luminate Capital
Cris Conner, Portfolio Manager, Briar Hall LLC
09:40 - 10:10
Networking and coffee break
10:10 - 10:55
Value creation for portfolio company growth and profitability
Craig Wiley,
Vince Cuticello,
Alok Singh,
Jene Elzie,
Lydie Hudson
• Using operational expertise to generate superior returns beyond financing
• How fund managers differentiate themselves in the ways in which they deliver their expertise?
• Strategic initiatives and management improvements that ultimately lead to higher return on investment
Moderator:
Craig Wiley, CEO, Transcend
Leaders:
Vince Cuticello, Chief Administrative Officer, General Counsel and Chief Compliance Officer, Invidia
Alok Singh, Chief Executive Officer, Chief Investment Officer, and Co-Founder, Bridge Growth Partners
Jené Elzie, Chief Marketing Officer, Dunes Point Capital
Lydie Hudson, Co-founder and President, Citation Capital
10:55 - 11:30
How to Build a Firm for Long Term Success
Jeff Gendel,
John Bailey,
Leigh Sansone
Moderator:
Jeff Gendel, Principal, Gen II Fund Services
Leaders:
John Bailey, Managing Partner, Knox Lane
Leigh Sansone, Founding Partner and Chief Investment Officer, Paceline Equity Partner
Private Wealth Forum | Open to all
08:30 - 08:40
Welcome from the forum Chair
Dan Allocca
Dan Allocca, Partner and Head of the Digital, Paid and Analytics, Prosek
08:40 - 09:10
Keynote interview
Madeleine Farman,
Joan Solotar
• Why private equity, why now?
• Private Capital’s transformative role in bolstering the real economy
Interviewer:
Madeleine Farman, Editor, Private Equity International and Secondaries Investor
Leader:
Joan Solotar, Global Head of Private Wealth Solutions, Blackstone
09:10 - 09:40
The impact of private equity on the RIA and independent wealth channel
Scott Hanson
Leader:
Scott Hanson, Co-Founder and Vice Chair, Allworth Financial
09:40 - 10:15
Networking and coffee break
10:15 - 11:00
The $80trn opportunity
Ron Miller,
Peter Aliprantis,
Ava Mallin,
Paul Jodice,
Christina Adamson
• How are GPs approaching the wealth channel and addressing the problem of liquidity?
• What are the most promising investment opportunities for RIAs and UHNWIs
Moderator:
Ron Miller, Head of Asset Manager Partnerships, CAIS
Leaders:
Peter Aliprantis, Partner and Head of Private Wealth Management, Americas, EQT
Ava Mallin, Managing Director, Private Wealth, Ardian
Paul Jodice, Co-Head of Global Investment Manager Analysis, Morgan Stanley
Christina Adamson, Partner and Co-Head, Ares Wealth Management Solutions
11:00 - 11:30
Redefining private wealth management
Lawrence Aragon,
Samantha Cooper
• Assessing how best to accelerate alternative distributions
• How to tailor private equity specific products to liquidity requirements
Moderator:
Lawrence Aragon, Editor of Venture Capital Journal and West Coast Bureau Chief, PEI Group
Samantha Cooper, Managing Director, Head of Distribution, Rockefeller Global Family Office
11:30 - 12:10
Outlook on the debt market
Robin Blumenthal,
Kristin Reynolds,
Alona Gornick,
Timothy Calkins,
Ted Yarbrough
• Understanding the nuances private credit investing, liquidity expectations,
redemption risks, etc.
• Assessing private credit funds that are smartly structured for transparency
• How can retail clients gain further exposure to the burgeoning private credit market?
Moderator:
Robin Blumenthal, Americas Editor, Private Debt Investor
Panelists:
Kristin Reynolds, Partner, Practice Group Director, NEPC
Alona Gornick, Managing Director, Senior Investment Strategist, Churchill Asset Management
Timothy D. Calkins, Co-Chief Investment Officer, Nottingham Advisors, Inc.
Ted Yarbrough, President and Chief Investment Officer, Yieldstreet
Lunch
11:30 - 12:55
The Future of Private Equity Lunch
Meet the next generation of private equity leaders, recognized by PEI, as LPs connect with the Emerging Managers that match sector and strategy preferences for their portfolio needs.
12:10 - 13:05
Private Wealth Forum Lunch
Time for RIA’s to engage with the partners who can offer private wealth investors a strategy that aligns with needs, risk profile and return expectations.
Emerging Managers Forum | Institutional LPs + Qualified Emerging Managers only
12:55 - 13:25
The competitive advantage - building a diversified emerging manager program
Dana Johns,
Sherrese Clarke Soares
Leaders:
Dana Johns, Head of Private Equity, The New Jersey Department of the Treasury’s Division of Investment
Sherrese Clarke Soares, Founder & Chief Executive Officer, HarbourView Equity Partners
13:25 - 14:15
The long-term game: countering tough fundraising for LP trust
Rowena Carreon,
Elizabeth Weymouth,
Rishi Chandna,
Brooke Coburn,
Bibhash Mukhopadhyay
• Differentiating your fund to make you stand out
• Building compelling thesis and strong alignment with your potential LPs
Moderator:
Rowena Carreon, Head of Investment Advisory Solutions, Addepar
Panelists:
Elizabeth Weymouth, Founder and Managing Partner, Grafine Partners
Rishi Chandna, Managing Partner, Lone View Capital
Brooke Coburn, Co-Founder and Partner, Capitol Meridian Partners
Bibhash Mukhopadhyay, PhD, Managing Partner, Sound Bioventures
14:15 - 15:00
Reviewing the business convergence case – partnering on fund structures and co-investments
Christopher Witkowsky,
Caroline Dallas,
Jonathan Lesser,
Mike Fang,
Anna Dayn,
Michelle Jacobi
• Figuring out a private equity product’s place within an LP’s broader portfolio construction efforts
• Fund selection challenges and strategies to overcome them
Moderator:
Chris Witkowsky, Private Equity Editor, PEI Group
Panelists:
Caroline Dallas, Director, Investment Research, GEM
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
Anna Dayn, Managing Director and US head, New End
Michelle Jacobi, Managing Director, Gatewood Capital Partners
Private Wealth Forum | Open to all
13:05 - 13:45
Outperforming for risk adjusted returns in the alternatives market
Bill O'Conor,
Jack Ablin,
Kevin Moran
Moderator:
Bill O’Conor, Managing Director, Americas, PEI Group
Leaders:
Jack Ablin, Chief Investment Officer, Cresset Capital
Kevin Moran, President & Chief Operating Officer, AlTi Tiedemann Global
13:45 - 14:30
A strong framework for incorporating private equity into a HNWI’s portfolio
Dan Allocca,
Robert Picard,
Cameron Dawson,
Michael Zeuner,
Aleksandra Holmlund
• Main opportunities and challenges associated with introducing private equity as an investable opportunity for clients
• Addressing illiquidity against a changing macroeconomic backdrop
• What is the outlook for private equity, in the context of democratization, for the next 12 months?
Moderator:
Dan Allocca, Partner and Head of the Digital, Paid and Analytics, Prosek
Leaders:
Robert Picard, Managing Director, Head of Alternative Investments, Hightower Advisors
Cameron Dawson, Chief Investment Officer, NewEdge Wealth
Michael Zeuner, Managing Partner, WE Family Office
Aleksandra Holmlund, CEO, Qarlbo Biodiversity
14:30 - 15:00
Strategy deep dive – Beating the J Curve: the opportunity in secondaries
Tom Sittema
• Is the wealth channel ready for secondaries
• How can GPs best prepare for increasing compliance requirements?
Thomas Sittema, Executive Chairman, StepStone
NEXUS Grand Opening | The Da Vinci Lawn
15:15 - 15:30
PEI Center Stage: Opening Remarks from PEI’s Editors
Richard Melville
Richard Melville, Editorial Director, US, PEI Group
15:30 - 15:35
Chairman’s Opening Remarks
Trey Muldrow
Trey Muldrow, Partner, Weil, Gotshal & Manges LLP
15:35 - 16:20
Mega forces that can reshape the world
Mary Kathleen (MK) Flynn,
Brian Bernasek,
Joe Osnoss,
David Sambur
• The role of private capital in the world economy
• How is the new administration impacting sustainability in private markets
• The current state of private market investing in the US and how to take advantage of the current market environment
Moderator:
MK Flynn, Editor-in-Chief, PE HUB
Leaders:
Brian A. Bernasek, Partner and Co-Head of Americas Corporate Private Equity, Carlyle
Joe Osnoss, Managing Partner, Silver Lake
David Sambur, Partner and Co-Head of Equity, Apollo Global Management
16:20 - 16:50
Keynote Fireside Chat
Adam Le,
Stephen M. Ross
16:50 - 17:20
Outlook on Capital Raising
Madeleine Farman,
Suzanne Donohoe
Moderator:
Madeleine Farman, Editor, Private Equity International and Secondaries Investor
Leader:
Suzanne Donohoe, Chief Commercial Officer and Global Head of EQT-Ext (CXO), EQT
17:20 - 18:00
Keynote Fireside Chat
Richard Melville,
Ryan Patel
Moderator:
Richard Melville, Editorial Director, US, PEI Group
Ryan Patel, Global Executive, Board Member and Advisory Board Chair, PEI Private Equity Network
18:00 - 19:30
Networking Reception on the Da Vinci Lawn
A place to arrange your meetings via the networking platform and meet the networking team that can help you build your schedule as you plan your activities for the days ahead.
Enjoy the open bar and food stations throughout the evening.
19:30 - 21:30
Networking Bar (open to all)
19:30 - 21:30
LP Dinner (invitation only)
PEI NEXUS
LP Dinner
With support from
Knife & Spoon, Ritz-Carlton
19:30 - 21:30
GP Leaders Dinner (invitation only)
PEI NEXUS
With support from
Highball & Harvest, Ritz-Carlton
Agenda
Day 2 - Tuesday 11th
Registration and breakfast
08:00 - 08:50
Open Registration and breakfast
Plenary
08:50 - 09:05
Chairperson’s opening remarks
Bill O'Conor
William O’Conor, Managing Director, Americas, PEI Group
09:05 - 09:35
Keynote Fireside Chat
Toby Mitchenall,
Kenneth Caplan
09:35 - 10:05
Turning great innovators into great businesses
Mary Kathleen (MK) Flynn,
Orlando Bravo
10:05 - 10:55
GP Leaders Panel: Executive insights into the future trends of private equity
Hugh MacArthur,
Jon Sokoloff,
Collin Roche,
Vladimir Colas
• Private market outlook of top GP executives
• How are fund managers adjusting approaches to evaluating new investment ideas?
• Evaluating the new US economy and which strategies are best suited for the current political
environment
Moderator:
Hugh MacArthur, Senior Partner and Chairman of the Global Private Equity Practice, Bain & Company
Panelists:
Jonathan Sokoloff, Managing Partner, Leonard Green & Partners
Collin Roche, Co-Chief Executive Officer, GTCR
Vladimir Colas, Executive Vice-President and Co-Head of Secondaries & Primaries, Ardian
10:55 - 11:25
Networking break and refreshments
11:25 - 11:55
Evolution of alts and “tectonic shifts” shaping private markets
Philip Borel,
Jon Winkelried
11:55 - 12:25
Secondaries - The roadmap to $1 trillion
Adam Le,
Yann Robard
• Zooming in on the great valuation conundrum in the secondaries market
• Deep dive on what needs to happen for higher turnover of second-hand private markets
assets
Moderator:
Adam Le, Senior Editor, PEI and Secondaries Investor
Leader:
Yann Robard, Managing Partner, Dawson Partners
12:25 - 12:50
Keynote Fireside: Investing for Global Growth
Christopher Witkowsky,
Bill Ford
12:50 - 13:50
Networking Lunch
13:50 - 14:15
Keynote Fireside Chat
Mary Kathleen (MK) Flynn,
Tricia Glynn
14:15 - 14:55
LP Leaders Panel
Mark Nafash,
Allen Waldrop,
Robert Mellema,
Jeff Markusson
• Determining the role of private equity in an LP’s diversification strategy
• Exploring opportunities to generate strong portfolio returns
• Best practices for developing resiliency, mitigating risk, and bridging returns
Moderator:
Mark Nafash, Senior Manager, Enterprise Alts, SS&C Intralinks
Panelists:
Allen Waldrop, Deputy Chief Investment Officer- Private Markets, Alaska Permanent Fund Corporation
Robert Mellema, Managing Director, CPP Investment
Jeff Markusson, Senior Managing Director, Private Equity, Ontario Teachers’ Pension Plan
14:55 - 15:20
The impact of secondaries on the future of private markets
Adam Le,
Jeremy Coller
• What does the current state of secondaries mean for private markets?
• The role of the modern LP- managing conflicts
• A keen look at specialization within secondaries – strategies, regions, sectors, etc.
Moderator:
Adam Le, Senior Editor, EMEA, PEI and Secondaries Investor
Jeremy Coller, Chief Investment Officer and Managing Partner, Coller Capital
15:20 - 15:45
Exploring the role of private capital in the real economy
Christopher Witkowsky,
Isabelle Scemama,
Terry Charalambous
Moderator:
Chris Witkowsky, Private Equity Editor, PEI Group
Isabelle Scemama, Global Head, AXA IM Alts
Terry Charalambous, Head of Private Equity, AustralianSuper
15:45 - 16:10
Networking break and refreshments
Mega-themes in Private Equity
16:10 - 16:20
Welcome remarks from conference chair
Lawrence Aragon
Chaired by:
Lawrence Aragon, Editor of Venture Capital Journal and West Coast Bureau Chief,
PEI Group
16:20 - 17:05
Key trends shaping the future of private debt and flexible capital solutions
Robin Blumenthal,
David Miller,
Stephen Quinn,
Meggie Daoust,
Adam Vigna
• Overview of the private debt landscape and how LPs and GPs need to evolve in today’s economy
• Exploring the most promising flexible capital solution options in the market
• What role will NAV loans play as a mechanism for liquidity?
Moderator:
Robin Blumenthal, Americas Editor, Private Debt Investor
David Miller, Head of Global Private Credit & Equity, Morgan Stanley
Stephen Quinn, Senior Managing Director, Investments, 17Capital
Meggie Daoust, Senior Director, Capital Solutions, CDPQ
Adam Vigna, Co-Founder and Chief Investment Officer, Sagard
17:05 - 17:55
At the forefront of co-investments
Robert Blaustein,
Chris Eckerman,
Gregory Schmitt,
John Clark,
Harj Shoan
• How should GPs innovate in the co-investment space to secure capital?
• Assessing the trend of shifting towards smaller deals to ensure diversification
• Factors affecting decision-making on co-investing with fund managers
Moderator:
Robert Blaustein, Partner, Investment Funds Practice Group, Kirkland & Ellis
Chris Eckerman, Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board
Gregory Schmitt, Head of Private Equity & Co-Investments, MEAG MUNICH ERGO
John Clark, President, Performance Equity Management
Harj Shoan, Senior Managing Director, Ontario Teachers’ Pension Plan
17:55 - 18:30
Fireside chat: Private markets ecosystem – consolidation, disruption and confronting the new normal
Adam Le,
Ian Charles
Secondaries Innovation
16:10 - 16:15
Welcome from conference chair
Madeleine Farman
Chaired by:
Madeleine Farman, Editor, Secondaries Investor, PEI Group
16:15 - 17:05
Setting the pace for GP-led secondaries
Holcombe Green,
Mark Boyagi,
Rob Campbell,
Christophe Browne,
Jon Madorsky,
Mark Wetzel
• How have GP-led continuation funds performed so far? Where will capital come from to grow this market?
• A keen look at new entrants carving out new ways to remain competitive
• Exploring opportunities in the middle market for GP-led deals
Moderator:
Holcombe Green III, Managing Director & Global Head of Private Capital Advisory, Lazard
Panelists:
Mark Boyagi, Partner, Investment Funds Group, Kirkland & Ellis LLP
Rob Campbell, Head of North America, ICG Strategic Equity
Christophe Browne, Partner, Lexington Partners
Jon Madorsky, Managing Partner and Secondaries Co-Portfolio Manager, RCP Advisors
Mark Wetzel, Managing Director, Strategic Equity, Blue Owl
17:05 - 17:45
Deal dynamics from an LP perspective
Andrew Gershon,
Zach Jackson,
Steve Poliner,
Anton Orlich,
Jeremy Weisberg
• How can LPs differentiate themselves among a sea of syndicate investors looking for deals?
• How strategic LPs can achieve best pricing for portfolios
• What should investors keep in mind when bringing a portfolio to market?
Moderator:
Andrew Gershon, Partner, Debevoise & Plimpton
Panelists:
Zach Jackson, Partner, Queensland Investment Corporation
Steve Poliner, Senior Investment Counsel, Teacher Retirement System of Texas
Anton Orlich, Managing Investment Director, Private Equity, CalPERS
Jeremy Weisberg, Managing Director, Secondaries, CPP Investments
Steve Poliner
Senior Investment Counsel, Teacher Retirement System of Texas (Texas Teachers)
Read bio
17:45 - 18:25
The New Frontier – Growth and innovation in the GP-led market
Madeleine Farman,
Wilfred Small,
Martha Heitmann,
David Fox
• How will the continuation vehicle market adapt and grow in 2025? Can GP-led secondaries continue to grow and innovate?
• Will traditional exit activity accelerate with lower interest rates and a more business-friendly administration?
• Looking at the inter relationship of coinvestments and CV strategies going forward
Moderator:
Madeleine Farman, Editor, Private Equity International and Secondaries Investor
Panelists:
Wilfred Small, Senior Managing Director, Ardian
Martha Heitmann, Partner, LGT Capital Partners
David Fox, Partner, Leonard Green & Partners
18:25 - 18:25
Proceed to plenary hall for closing keynote
High Growth Sectors
16:10 - 16:15
Welcome from conference chair
Mary Kathleen (MK) Flynn
Chaired by:
MK Flynn, Editor and Chief, PE HUB
16:15 - 17:00
The dealmaking sweet spot – Life in the middle market
Mary Kathleen (MK) Flynn,
Xavier Robert,
Beatrice Mitchell,
Stewart Kohl,
Kelly Ford
• Assessing opportunities in the middle and lower middle markets
• Deep dive into where to find the most compelling returns
• Exploring flexibility in exit plans, sale drivers, and sectors ripe for dealmaking
Moderator:
MK Flynn, Editor-in-Chief, PE HUB
Panelists:
Xavier Robert, Partner and Chief Investment Officer, Bridgepoint
Beatrice Mitchell, Co-Founder & Managing Director, Sperry, Mitchell and Company
Stewart Kohl, Co-Chief Executive Officer, The Riverside Company
Kelly Ford, Chief Operating Officer & General Partner, Edison Partners
17:00 - 17:45
Deep dive into private equity’s role in the energy transition
Toby Mitchenall,
Meghan Sharp,
Neil McMahon,
Petya Nikolova,
Jan Stahlberg
• How asset owners can position their portfolios to capture opportunities in energy transition
• Strategies that drive real change in the face of uncertainty, risk, political and regulatory changes
Moderator:
Toby Mitchenall, Senior Editor, New Private Markets
Panelists:
Meghan Sharp, Global Head and Chief Investment Officer, Decarbonization Partners
Dr. Neil McMahon, Co-Founder and Managing Partner, Kimmeridge Energy Management Co. LLC
Petya Nikolova, Deputy CIO and Head of Infrastructure, New York City Bureau of Asset Management
Jan Stahlberg, Founder & Managing Partner, Trill Impact
Petya Nikolova
Deputy CIO and Head of Infrastructure Investments, New York City Comptroller's Office
Read bio
17:45 - 18:25
Supercharging AI as a high value driver in the portfolio
Lawrence Aragon,
Mark Hoeing,
Senofer Mendoza
• Exploring the current climate for tech deals
• The role private equity plays in building the most advanced tech portfolio
• Identifying the structural growth drivers in promising technologies such as cybersecurity and GenAI
Moderator:
Lawrence Aragon, Editor of Venture Capital Journal and West Coast Bureau Chief, PEI Group
Panelists:
Mark Hoeing, President and Chief Executive Officer, CF Private Equity
Senofer Mendoza, Founder, General Partner, Mendoza Ventures
18:25 - 18:25
Proceed to plenary hall for closing keynote
Plenary
18:30 - 18:55
Building a flexible investment model for an unpredictable world
Chip Kaye,
Anton Orlich,
Marcie Frost
- What does TPA mean for CalPERS PE?
- Performance turnaround at CalPERS – marked improvement in peer benchmarking
- A discussion around portfolio management and partner selection
Moderator:
Chip Kaye, Chairman, Warburg Pincus
Anton Orlich, Managing Investment Director, Private Equity, CalPERS
Marcie Frost, Chief Executive Officer, CalPERS
18:55 - 19:55
Networking bar opens
19:30 - 20:30
Secondaries Dinner (invitation only)
With support from
Ritz-Carlton Grande Lakes
Agenda
Day 3 - Wednesday 12th
Welcome
07:50 - 08:40
LP-only breakfast hosted by ILPA
Jennifer Choi
Roundtable discussion focusing on the latest trends facing global LPs. Share your experiences and hear from the community.
Jennifer Choi, Chief Executive Officer, Institutional Limited Partners Association (ILPA)
07:50 - 08:40
GP breakfast briefing
Gerald Parloiu
Join us to discover how peers are leveraging AI in their research, diligence, portfolio reporting and more, and learn from industry experts what generative AI can do for your team
Gerald Parloiu, PE Practice Director, Sana AI
Hosted by
07:45 - 07:45
Registration and networking breakfast
Plenary
08:40 - 08:45
Chairperson’s opening remarks
Chris Witkowsky, Private Equity Editor, PEI Group
08:45 - 09:00
LP Perspectives: data points from the past two days of NEXUS
Ryan Patel
Ryan Patel, Global Executive, Board Member and Advisory Board Chair, PEI Private Equity Network
Ryan Patel
Global Executive, Board Member and Advisory Board Chair, PEI Private Equity Network
Read bio
09:00 - 09:30
The vanguard of value creation - engaging employees as owners
Pete Stavros,
Daniel Goldstein
Powerful changemakers provide their perspectives on how to successfully implement employee ownership into your portfolio strategy for increased fund performance.
Pete Stavros, Co-head of Global Private Equity, KKR
Daniel Goldstein, Chief Executive Officer, Go ESOP LLC
09:30 - 09:35
Streams start
Investor Strategies
09:35 - 10:00
Fireside Chat
Graham Bippart,
Oscar Fahlgren
Moderator:
Graham Bippart, Senior Editor, PEI Group
Oscar Fahlgren, Chief Investment Officer and Head of Brazil, Mubadala Capital
10:00 - 10:50
The five-year outlook of the most significant themes impacting allocations
Dan Gunner,
Jennifer Choi,
Philip Hunter O'Brien,
Eneasz Kądziela
Presentation – LP Perspectives on:
• Return expectations and allocation decisions
• Exits, liquidity and continuation funds
• More transparency and better reporting
Presenter: Dan Gunner, Director, Research and Analytics, PEI Group
Moderator:
Jennifer Choi, Chief Executive Officer, Institutional Limited Partners Association (ILPA)
Philip Hunter O’Brien, Managing Director, Head of Private Equity, Texas Municipal Retirement System
Eneasz Kądziela, Deputy Chief Investment Officer & Head of Private Equity, NYC Comptroller’s Office – Bureau of Asset Management
Eneasz Kądziela
Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management
Read bio
10:50 - 11:30
Global Leaders panel: Delivering true alpha across the globe
John Bowman,
Stefan Fallgren,
Anna Barath,
Claire Ngo
• Can institutions still expand far beyond their borders, or should the era of globalization be
reconsidered?
• Assessing geopolitics and what this means for portfolio reassessments and investment
strategies
• Looking at opportunities across European and Asian markets
Moderator:
John Bowman, Chief Executive Officer, CAIA Association
Stefan Fallgren, Head of Private Equity and Infrastructure, Skandia Mutual Life Insurance Company
Anna Barath, Head of Fund Investments, Bite Investments
Claire Ngo, Managing Director, Temasek
Stefan Fallgren
Head of Private Equity and Infrastructure, Skandia Mutual Life Insurance Company
Read bio
11:30 - 12:00
The climate crisis - The new outlook for mobilizing investor capital
Toby Mitchenall,
Susan McGeachie
Moderator:
Toby Mitchenall, Senior Editor, New Private Markets
Leader:
Susan McGeachie, CEO, Global Climate Finance Accelerator
Private Credit Stream
09:35 - 10:00
Addressing the private credit opportunity through vehicle structure
Kelly DePonte,
Henry Wang,
Stephen Escudier
- What are the benefits of the traditional private debt closed-end fund structure and what differences do BDCs and Interval Funds bring to the table?
- Distinct differences in opportunities between European and American markets
Moderator:
Kelly DePonte, Managing Director, Kelly DePonte Advisory LLC
Henry Wang, Partner, Credit, BC Partners
Stephen Escudier, Partner, Head of Credit Opportunities, Bridgepoint
10:00 - 10:30
The opacity challenge - A 2025 regulatory approach
Robin Blumenthal,
Milwood Hobbs Jr.
• Assess stemming risk in the new administration
• Deep dive on concerns on illiquidity, rising defaults, deal competition, potential spill overs to banks and insurers
• Exploring special opportunities in private debt (e.g., distressed) for LPs
Moderator:
Robin Blumenthal, Americas Editor, Private Debt Investor
Milwood Hobbs Jr., Managing Director and Head of Sourcing & Origination, Oaktree Capital Management
10:30 - 11:15
The future of private debt and its convergence with the public market
Chandini Jain,
Edward Talmor-Gera,
Rich Davis,
Curtis Lueker,
Adriana Clancy
• Identifying the effects of banks seeking out new partnerships in private markets, and fund managers attempting to access public markets through new investment vehicles
• How will interest rates affect mid-market firms and pricing of new loans?
• What effect might the threat of high tariffs have on credit?
Moderator:
Chandini Jain, Chief Executive Officer, Auquan
Leaders:
Edward Talmor-Gera, Founding Managing Partner & Chief Executive Officer, NewVest
Rich Davis, Partner and Co-Founder, Hark Capital
Curtis Lueker, Managing Director and Head of Direct Lending, Marathon Asset Management
Adriana Clancy, Partner, Corbin Capital
11:15 - 12:00
The future of fund finance
Graham Bippart,
Dadong Yan,
Sammy Asoli,
Richard Wheelahan
• An in-depth review of lender pools, the terms and new uses (e.g. sub lines, NAV)
• Where are we in the cycle and what is the “base case” for the economy/interest rates in the year ahead?
• Exploring flexible strategies that can address pressures at portfolio companies when assessing the effect of increased interest rates
Moderator:
Graham Bippart, Senior Editor, Buyouts and Private Funds CFO
Leaders:
Dadong Yan, Head of Portfolio Finance, Barings
Sammy Asoli,Managing Director & General Manager, Global Head of Fund Finance Solutions, Sumitomo Mitsui Banking Corporation
Richard Wheelahan, Managing Director & Co-Founder, Fund Finance Partners
Sammy Asoli
Managing Director, Global Head of Fund Finance Solutions, Sumitomo Mitsui Banking Corporation
Read bio
12:00 - 13:00
Content Concludes – grab-and-go lunch and proceed to networking activities
Networking activities
13:00 - 15:00
Culinary Master Class: Primo Pizza
13:00 - 15:00
Partnerships & Pickleball Match
13:00 - 17:00
Golf: The Annual NEXUS Cup
The heart of NEXUS
Among the energized crowd of private equity’s most powerful leaders, you will embark on a personalized journey at NEXUS to maximize your time and effort. Just tell us who you want to meet and we’ll take care of the rest!
The extensive networking program will help you cultivate relationships that drive results for your business and extend far beyond the 3 days in Orlando.
Winston Hubbard, ZSP Capital Group
“The greatest benefit for me is the networking and the opportunities that you can get involved in. It’s all about the people that you meet here.”
The Connections Concierge
Effortless meetings with the right people
Our team hand-selects high-value meeting recommendations based on your goals, ensuring you’re connected with the right people before the event even begins.
We’ll handle the introductions so you can focus on building relationships that matter – no guesswork, no wasted time.
Interact with PEI’s editors and industry leaders behind the scenes
Networking reception + nightly open bar
Interact with PEI’s editors and industry leaders behind the scenes
Why read the headlines when you can shape them? Get in the room with the teams making the moves everyone talks about.
Front-row access to the conversations and connections defining private equity worldwide.
Our esteemed speaker lineup
NEXUS built its speaker roster from the brightest minds in private equity.
For any agenda inquiries please contact the program director, Ben Moss at ben.m@pei.group.
Christina Adamson
Partner, Co-Head of U.S. Wealth Management Solutions, Ares Wealth Management Solutions
Sammy Asoli
Managing Director, Global Head of Fund Finance Solutions, Sumitomo Mitsui Banking Corporation
Vince Cuticello
Chief Administrative Officer (“CAO”), General Counsel, and Chief Compliance Officer, Invidia
Chris Eckerman
Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Lori Hall-Kimm
Senior Managing Director & Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)
Milwood Hobbs Jr.
Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Paul Jodice
Managing Director/ Co-Head of Global Investment Manager Analysis (GIMA) Team, Morgan Stanley Wealth Management
Eneasz Kądziela
Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management
Matthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Susan McGeachie
CEO / Adjunct Professor (Climate Finance), Global Climate Finance Accelerator / University of Toronto
Petya Nikolova
Deputy CIO and Head of Infrastructure Investments, New York City Comptroller's Office
Get a taste of the NEXUS difference
Orlando Bravo & MK Flynn keynote discussion
Orlando Bravo, co-founder and managing partner of Thoma Bravo, joined PEI Group’s MK Flynn on the NEXUS 2024 main stage.
Orlando revealed that Thoma Bravo had one of its best years for realizations in 2023, handing more than $13 billion back to investors. He noted that the firm’s largest exits were to strategic buyers. You can watch their session on demand by clicking the image on the right.
David Mussafer with Madeleine Farman
Advent International’s chairman and managing partner, David Mussafer, sat down with PEI Group’s Madeleine Farman for a wide-ranging chat on the final day of NEXUS 2024.
They cover Advent’s approach to deal-making over the last 12-18 months, the firm’s dialogue with LPs in the current environment and Mussafer’s wider predictions for investments and exits in 2024.
Jon Gray & Richard Melville PEI Group’s Editorial Director
Jon Gray graced the NEXUS 2024 stage in Orlando to share how Blackstone stays on top of the fast moving industry.
Watch the entire interview on-demand for a thrilling glimpse into the mind of a true private equity trailblazer.
Where capital meets conviction
Designed for allocators. Built for what’s next. A global network at your table.
Join NEXUS to:
> Trade strategies with peers who see what you see – and what you don’t
> Tune your outlook with insight from those allocating across the risk curve
Qualified investors are eligible for complimentary attendance.
Huseyin Burak Erten, Coalition of Hope Foundation
"You can spend a minimum of 5 years to gain the insights of the PE industry and build up a network and have 250 plus meetings on your own, or you can join PEI Nexus and achieve the same."
Institutional
Join investor-only sessions and networking activities for frank discussions with your peers on strategies delivering results
Family Office
Build relationships with partners that can play a role in a sophisticated private markets portfolio
Private Wealth + RIA
Meet the trailblazers of private equity and build a deeper foundation of trust with top-tier fund managers
NEXUS 2025 united private equity’s top voices
NEXUS keynotes influence global investment and allocation trends. They represent the largest institutions in private markets and inspire action throughout our industry. Get the NEXUS 2025 agenda
Qualified investors are eligible for complimentary attendance.
Put precision behind your private equity planning
NEXUS centers on the priorities of institutional investors. Fortify your portfolio through candid peer exchange and insight-led sessions built to address today’s allocation challenges.
Join NEXUS to:
- Swap notes with peers in off-the-record, investor-only sessions
- Discover emerging fund managers that can deliver outsized returns
- Connect with industry titans leading the most influential firms in private markets
Qualified investors are eligible for complimentary attendance.
Chetan Mallikarjunaiah, RBC
"Great sessions, amazing panelists and cutting edge topics."
Shape strategy
Join peer-to-peer discussions and exchange expertise to uncover high-quality investment opportunities
Spark deals
Our networking service connects you with the right people at the right time in the right place
Stay ahead
Leave NEXUS with strategies and connections that can accelerate growth in your private markets portfolio
Optimize your agenda - amplify outcomes for your team
Closed-door Limited Partners Council
In-depth strategy with the largest pension funds in the world – C-Suite in attendance. Recalibrate partnership models, unpack new allocation trends, sharpen transparency norms.
Connections Concierge
Start with your team’s wish-list and your Connections Concierge will hand-pick the best peers and managers for you to schedule meetings with and also be available to make introductions.
Find your next buyout manager
Amid choppy waters, meet next-gen managers with diverse strategies, chilling return potential, and the hunger to deliver alpha – before they’re oversubscribed.
Liquidity solution debates
Where LPs compare notes on survival and strategy. From continuation vehicles to NAV lending, hear what’s working (and what isn’t) in unlocking capital while preserving long-term value.
Investor-only dinners
Break bread at the Secondaries Investor Dinner and LP Dinner a private setting with fellow LPs to exchange unfiltered insights, compare allocation strategies, and build trusted relationships that extend far beyond the event.
Networking all day everyday
Build your network with the peers, managers, and solution providers shaping your allocation strategy. Including a women’s breakfast, networking reception, nightly late bar, and networking escapades.
Safeguard legacy. Expand opportunity.
From promising ventures to established assets, find investments that yield sustainable returns for generations to come.
Join NEXUS to:
- Make valuable connections with the right people, at the right time
- Benchmark against your peers to identify the best strategy for your portfolio
- Connect with powerful managers shaping the future of the asset class
Family offices are subject to approval.
“Great sessions, amazing panelists and cutting edge topics.”
Chetan Mallikarjunaiah, RBC
Shape strategy
Join peer-to-peer discussions and exchange expertise to uncover high-quality investment opportunities
Spark deals
Our networking service connects you with the right people at the right time in the right place.
Stay ahead
Leave NEXUS with connections that can play a key role in a sophisticated private markets portfolio
Forge global alliances
Engage with GPs and LPs from across the globe poised to collaborate and align with your values.
Gain perspective through candid, off-the-record conversations with peers and managers navigating the same complex landscape.
Offering you an edge without the noise.
Deliver outsized returns for your clients
NEXUS is tailored to meet you and your clients’ needs. The Summit will connect you with the managers, platforms, and information so you can build a more-informed private markets strategy that turbocharges returns.
Join NEXUS to:
-
Connect with the most powerful private equity managers building platforms for you
-
Benchmark your firm against your peers to determine the best fit for PE in your portfolio
-
Shape the conversation to ensure that your evolving needs continue to be met
Qualified RIAs and private wealth managers are eligible for complimentary access.
Connect
Meet major fund managers building platforms dedicated to the needs of RIAs and private wealth managers.
Understand
Examine the fund structures and platforms private equity firms are building that align with your client’s needs.
Deploy
Participate in peer discussion to plan how to successfully incorporate private equity and benchmark your practice.
Private Wealth Forum
As capital allocated from Family Offices and HNWIs to private equity strategies continues to increase, meet the major managers that are building platforms dedicated to the needs of RIAs with discretionary access to private equity and private credit.
“I made many incredibly valuable connections with fellow attendees that are highly relevant for me and my company.”
Joachim Bader, CFGI
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best peers and managers for you to schedule meetings with. Our on-site networking team will also be available to make introductions.
Meet the LPs who move markets.
NEXUS will connect the most influential investors in private markets with fund managers driving the asset class to new heights.
Through a networking and content program that can be tailored exactly to your needs, the Summit is your opportunity to connect with, and learn from, people that you won’t see anywhere else.
Matching institutional capital to emerging managers
NEXUS connected decision-makers at institutional investors with Buyouts qualified emerging managers.
Tailored networking opportunities and matching technology leveled the playing field for emerging managers and highlighted their unique strategies to institutional investors.
Attendees took their private equity portfolios to the next level and built relationships with a vetted audience of emerging managers and institutional investors.
Register your interest
Connect
Engage with leading funds and institutional investors to build relationships and gain visibility among key industry players
Understand
Join strategic roundtables and gain insights into effective fundraising, marketing, and hiring tactics your peers are deploying
Deploy
Leave NEXUS with critical connections established to pave the way for future investment opportunities
Explore our specialist forums
“Amongst the very best events I have attended during my decade at CAIA. A must in 2025!”
William J Kelly, CAIA
With thanks to our sponsors
Discover fresh business opportunities
NEXUS unites the full spectrum of decision-makers, from global allocators to next-generation fund managers, giving you the platform to forge relationships, spark business, and spotlight your expertise.
With unmatched access, premium branding opportunities, and a networking-forward agenda, NEXUS is where your influence takes root and your value becomes essential.
Connecting the entire private equity industry under one roof, NEXUS is the most effective and efficient way to meet investors and fund managers to drive your future success.
Stand out from the crowd at NEXUS
A limited number of solution providers have the opportunity to bolster their brand presence to captivate industry leaders through sponsorship.
“Very wide ranging topics and a good number of very informed viewpoints. Good chance to widen one’s circle.”
Michael Aronstein, Antiquity
FAQs
Tickets and registration
Can I change the name on my ticket or transfer it to someone else?
Yes, please email Anna Dorokhin at anna.d@pei.group for any changes or transfers. This should be completed before arriving at the event.
Do I need to bring a printed ticket, or can I use a digital one?
We strongly encourage registering in advance. If you arrive without a registration, you will need to complete your purchase online and may experience a delay. Please email Anna Dorokhin at anna.d@pei.group to confirm pricing and availability.
Where/how do I check in on arrival?
Check in at the registration desk located in the Ritz-Carlton Ballroom Pre-Function area to collect your badge. We ask that you wear your badge at all times during the conference hours. Please bring photo ID.
What time is registration open?
– Monday, March 10: 7:30am – 6:00pm
– Tuesday, March 11: 8am – 6:30pm
– Wednesday, March 12: 7:45am – 12:00pm
Event schedule
Where can I find the event agenda?
The NEXUS event agenda can be found on the agenda page, and in the event app where you can create your own personalized schedule. Download the app here. This should be completed before arriving at the event.
Can I reserve a space for the sessions on Monday, March 10?
Although it’s not a requirement to pre-register, you can reserve a space at these forums by completing the relevant pre-event survey:
How do I know which session on Monday, March 10 is best suited for me?
See below the qualifications for each forum:
1) Private Wealth Forum – open to all attendees
2) Institutional LP Council – limited to pension funds, foundations, endowments, family offices, insurance companies, sovereign wealth funds and healthcare systems who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
3) Emerging Managers Forum – for those classified as managers raising Funds I-III.
Networking
Are there any networking opportunities around the conference?
There are a range of informal networking opportunities which are open to all. Please note that some of these activities require registration in advance via the LP/RIA survey or all other attendee survey.
– Leaders in Private Equity: Women’s Breakfast on Monday, March 10th, 8am. Let us know if you plan to attend by completing the pre-event survey: the LP/RIA survey or all other attendee survey.
– The Networking Zone, hosted by the Connections Concierge Team, will be open on Tuesday, March 11 and Wednesday, March 12.
– The NEXUS Grand Opening on Monday, March 10. Join us in the Ritz-Carlton Grand Ballroom from 3:15pm to formally kick off NEXUS 2025 followed by a Networking Reception on the DaVinci lawn from 6pm.
– Nightly Networking Bar – Monday, March 10 and Tuesday March 11. Join us for drinks hosted by PEI in the the Ritz-Carlton Lobby Bar at the end of each day. No RSVP needed, badges are required.- Golf: The NEXUS Cup – Wednesday, March 12 from 1pm
– Partnerships & Pickleball Match – Wednesday, March 12, 1pm-3pm
– Culinary Masterclass (pizza making) – Wednesday, March 12, 1pm-3pm*Please note, spots at the end-of -conference activities are limited. Book your place by completing the pre-event survey: the LP/RIA survey or all other attendee survey.
– Leaders in Private Equity: Women’s Breakfast on Monday, March 10th, 8am. Let us know if you plan to attend by completing the pre-event survey: the LP/RIA survey or all other attendee survey.
– The Networking Zone, hosted by the Connections Concierge Team, will be open on Tuesday, March 11 and Wednesday, March 12.
– The NEXUS Grand Opening on Monday, March 10. Join us in the Ritz-Carlton Grand Ballroom from 3:15pm to formally kick off NEXUS 2025 followed by a Networking Reception on the DaVinci lawn from 6pm.
– Nightly Networking Bar – Monday, March 10 and Tuesday March 11. Join us for drinks hosted by PEI in the the Ritz-Carlton Lobby Bar at the end of each day. No RSVP needed, badges are required.- Golf: The NEXUS Cup – Wednesday, March 12 from 1pm
– Partnerships & Pickleball Match – Wednesday, March 12, 1pm-3pm
– Culinary Masterclass (pizza making) – Wednesday, March 12, 1pm-3pm*Please note, spots at the end-of -conference activities are limited. Book your place by completing the pre-event survey: the LP/RIA survey or all other attendee survey.
Can I go to the Future of Private Equity Lunch or the Women’s breakfast?
The FPE Lunch is open to those attending the ILPC or Emerging Managers Forum only and is otherwise invitation-only.
Anyone, man, woman or nonbinary person can attend the Women’s breakfast.
How do I book a meeting via the Connections Concierge service?
1) Fill in your profile survey here:
LP/RIA survey
All other attendee survey
2) Download the app here to see the attendee list and profiles. You can message attendees directly to arrange your meetings.
3) Or contact the NEXUS Connections Concierge Team who will help set up a meeting and provide a designated space in the Networking Zone.
LPs or RIAs may email Max Burnand at max.b@pei.group ahead of the Summit or find him at the NEXUS Connections Concierge desk between March 11-12. Please ensure your profile has been completed via the survey so Max can identify the right meetings for you. Max will provide a list of recommended meetings for you and put you in touch directly to set up a meeting time.
GPs may email Ben Grubner at ben.grubner@pei.group ahead of the Summit or find him at the NEXUS Connections Concierge desk between March 11-12. Please ensure your profile has been completed via the survey so Ben can identify the right matches for you. Ben will provide a list of recommended meetings and you can use the app to arrange your meetings directly.
Venue and Travel
What is the best way to get to the venue (parking, public transport, etc.)?
The event venue is the Ritz-Carlton Hotel, Orlando Grande Lakes and is located at: 4012 Central Florida Parkway Orlando, FL 32837, United States
The hotel is approximately 12 miles from the Orlando International Airport, easily accessibly by car.
The Ritz-Carlton provides daily valet parking for a fee and the adjoining JW Marriott provides self-parking for a fee.
The hotel is approximately 12 miles from the Orlando International Airport, easily accessibly by car.
The Ritz-Carlton provides daily valet parking for a fee and the adjoining JW Marriott provides self-parking for a fee.
How do I book a room at the Ritz Carlton?
The NEXUS Room block at the Ritz-Carlton is now sold out. To find accommodation nearby, please visit the hotel maps option here for a list of hotels with availability.
Is there a specific entrance for ticket holders?
The NEXUS Room block at the Ritz-Carlton is now sold out. To find accommodation nearby, please visit the hotel maps option here for a list of hotels with availability.
Is there a coat check or storage options for personal belongings?
For guests of the Ritz-Carlton, coat or luggage storage is available through the bellman service.
For all other attendees, luggage storage will only be available at the event on Wednesday, March 12 from 8am – 12pm.
A location built for networking
The Ritz-Carlton Orlando, Grande Lakes
4012 Central Florida Parkway
Orlando, FL 32837, United States
Please use the link below to see a list of available hotels in the area.
Book your room
Please contact customer services if you need assistance at customerservices@pei.group
Our esteemed speaker lineup from 2024
Elizabeth Burton
Managing Director and Senior Client Investment Strategist, Client Solutions Group, Goldman Sachs Asset Management
Marion N. Chebet, MBA
Senior Portfolio Manager, Director of Impact Investing, Johnson Financial Group
Chris Eckerman
Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Dr. Indermit Gill
Senior Vice President of Development Economics and Chief Economist of the World Bank Group
Lori Hall-Kimm
Senior Managing Director & Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)
Milwood Hobbs Jr.
Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Eneasz Kądziela
Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management
Matthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Tadasu Matsuo
Managing Director, Head of Global Alternative Investments, Japan Science & Technology Agency (JST)
Adebisi Oje
Sales Director Data, Advanced Analytics & Artificial Intelligence US Financial Services, Microsoft
Anne Philpott
Managing Director, Junior Capital & Private Equity Solutions, Churchill Asset Management
Paul Sanabria
Senior Managing Director & Global Co-Head of Secondaries, Manulife Investment Management
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Robert "Vince" Smith
Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council
Powering the growth of private wealth in private equity
The Private Wealth Forum is where top RIAs connect with leading private markets managers.
Join the leaders revolutionizing how private wealth managers can access alternative investments, from firms such as Advent International, Blackstone, KKR, and TPG.
Learn how wealth managers have successfully integrated PE into their offerings, the structures they recommend, and meet with the managers that can provide real growth to you and your clients.
RIAs serving HNWIs may be eligible for complimentary access to the forum and more.
Connect
Meet major fund managers and RIAs navigating the $80 trillion private wealth opportunity for private equity.
Understand
Examine the fund structures and platforms private equity firms are building that align with HNW client needs.
Deploy
Participate in discussions to plan how to successfully grow the impact of private wealth in private equity.
Meet trailblazers in private wealth
Who should attend?
RIAs
Understand how private equity firms are adapting their fund structures and platforms to align to your needs
Heard at NEXUS 2024
“Product design is the key to unlocking the $80 trillion individual investor opportunity.”
Jon Gray, Blackstone
Why you should be in the room
- Find out why the RIA strategy is mobilizing. Why private equity, why now?
- Discover successful private equity strategies already being deployed by RIAs representing HNWIs.
- Blueprints on incorporating private equity into a HNWIs portfolio through new fund structures and platforms.
- Link with the right partners whose ethos aligns with your needs, risk profile and return expectations.
- Shape the conversation of the future of private wealth in private equity.
Networking
Diversifying a private wealth portfolio with private equity can skyrocket returns and NEXUS will provide the best opportunity for family offices and RIAs to connect with leading fund managers in exclusive networking and expert-led discussion.
7 questions RIAs should be asking of private equity funds
Discover how private equity can help you unlock new growth opportunities for your private wealth clients. Robert Picard, Head of Alternative Investments at Hightower Advisors, gives his take on the rising demand for private equity in PEI’s whitepaper.
Sponsorship gives you
- Engagement and thought leadership with RIAs leading the way for HNW clients
- Better understanding of the evolving needs of RIAs
- Participation in curated networking
For more information about sponsorship opportunities, contact Jimmy Kurtovic by emailing jimmy.k@pei.group or calling +1 646 356 4504.
Where emerging funds and investors converged
As large institutional investors are increasingly mandated to invest in emerging managers, NEXUS 2025 was the place to connect with rising funds that can deliver outsized returns.
The Emerging Managers Forum elevated emerging managers to simplify connections with allocation decision-makers.
Who attended?
Emerging Managers
Engaged with LPs actively seeking to allocate funds to emerging managers
Institutional Investors
Seized opportunity to gain alpha in their portfolios by investing early in emerging talent
Why you should have been there
- To have realized how LPs approach first time secondaries funds, sector specialization standards, challenging distribution rates, and exit activities.
- To have gained insights on generating liquidity in private equity and the ability of emerging managers to deliver sustained returns over time.
- To have heard from the experts on fine-tuning investor relations and enhancing your story.
- To have connected with emerging managers who align with strategy preferences and portfolio needs.
Networking
Early investment in emerging funds can supercharge an LP portfolio and NEXUS provided the best opportunity for emerging managers and investors to take part in exclusive networking and expert-led discussion.
The Future of Private Equity Lunch
You met the changemakers and the next generation of private equity leaders, recognized by Private Equity International.
**In an exclusive networking environment this invite only luncheon was composed of leading institutional investors, top performing emerging managers, award winners from PEI’s publications and influential VIPs in the private markets space.**
– Matched on portfolio needs and dissected the best strategies for demonstrating long-term partnership potential
– Discovered how to best approach building a track record on a deal-by-deal basis
– Shared best practices on how to empower the most successful talent pathways for outperformance
Sponsorship included
- Engagement and thought leadership with rockstar firms of the future
- Better understanding of the evolving needs of emerging managers
- Participation in curated networking
For more information about sponsorship opportunities, contact Jimmy Kurtovic by emailing jimmy.k@pei.group or calling +1 646 356 4504.
Elite networking. World-class content. Fuel future success.
Where private equity meets.
Access to
NEXUS
Register your interest to join private equity’s most powerful leaders and influential capital allocators.
Complimentary investor passes
A limited number of complimentary passes will be available for institutional investors and family offices.
Complimentary RIA passes
A limited number of complimentary passes will be available for Registered Investment Advisors.
Elevate your firm at PE's most influential event
Why partner as a sponsor?
NEXUS brings together leading managers in private equity for engaging conversations that will raise your profile and elevate awareness of your unique offering.
Seize the spotlight to share your vision, build powerful connections and strengthen relationships with investors through formal and informal networking.
Discover NEXUS sponsorship offerings
Golf: The NEXUS Cup
Showcase your brand with a memorable day on the course, providing a relaxed setting to connect with influential investors and top fund managers.
Pickleball Match
Let your competitive spirits fly. Ensure your brand stands out in a relaxed and competitive atmosphere – perfect for sparking conversations.
Culinary Masterclass
Where sophistication meets hands-on experience. Close connection with top-tier attendees in a uniquely engaging, intimate environment.
How to get in touch
For more information, contact Jimmy Kurtovic at jimmy.k@pei.group or +1 646 356 4504.
Grand Opening Session
Take the stage as the Grand Opening Session sponsor, gaining premium visibility with the entire NEXUS audience. Set the tone for the event, aligning your brand with innovation and influence.
Future of Private Equity Lunch
Put your firm at the heart of the industry’s future. Network with emerging managers, rising stars, and LPs focused on the next generation of private equity.
Agenda Sessions
Align your brand with expertise and thought leadership. Connect your name with timely industry insights, positioning your brand as an integral part of NEXUS’ knowledge-sharing.
NEXUS-wide Branding
Amplify your brand across NEXUS with wide-reaching sponsorship visibility. This package provides multiple touchpoints to keep your brand top of mind throughout the event.
Networking Bar
Position your brand as the catalyst of high-energy networking. Be at the center of dynamic exchanges, fostering connections that drive influence and opportunity.
Build connections - private & semi-private meeting spaces
Secondaries Investor Dinner
This prestigious dinner is an ideal platform for your brand to engage decision-makers in a focused, impactful setting.
Meeting Rooms
A dedicated place for pivotal conversations while keeping your brand front and center in NEXUS’ most essential discussions.
Investor Dinners
This unique opportunity offers a sophisticated backdrop for building valuable relationships – making your brand synonymous with influential networking.
Investors and RIAs attending
Connections made easy
Meetings are at the heart of NEXUS. And the dedicated meetings concierge team will ensure you meet the right people at the right time to get the most out of your experience in Orlando.
Just tell us who you want to meet and when – we’ll do the rest! Whether you prefer to connect in the dedicated meeting lounge, outdoor networking areas, reserve a private meeting space or plan a dinner, the opportunities are endless and we are here to support you.
Meetings are at the heart of NEXUS. And the dedicated meetings concierge team will ensure you meet the right people at the right time to get the most out of your experience in Orlando.
Just tell us who you want to meet and when – we’ll do the rest! Whether you prefer to connect in the dedicated meeting lounge, outdoor networking areas, reserve a private meeting space or plan a dinner, the opportunities are endless and we are here to support you.
Meetings are at the heart of NEXUS. And the dedicated meetings concierge team will ensure you meet the right people at the right time to get the most out of your experience in Orlando.
Just tell us who you want to meet and when – we’ll do the rest! Whether you prefer to connect in the dedicated meeting lounge, outdoor networking areas, reserve a private meeting space or plan a dinner, the opportunities are endless and we are here to support you.
1. Sign up
Book now to secure the best rate at NEXUS.
And bring your team to maximize value.
2. Objectives
Our meetings concierge team will be in touch to understand your objectives and who you want to meet.
3. Profile
The NEXUS Networking app launches in January. Check your profile is up to date and check out the attendees.
4. Wish list
Your concierge will be in touch to recommend meetings, or you can create your own wish list.
5. Schedule
Once a meeting is accepted, your party will be sent an invitation with a time and place to meet.
6. Check in
Arrive at NEXUS with a schedule full of meetings, and a plan to optimize your time in Orlando.
Meet your concierge team
Your concierge team will be ready onsite with smiling faces to connect you with the investors and managers shaping our industry.
Max Burnard | Membership Success Executive
Ben Grubner | Customer Success Associate
Chris Tamms | Head of Network, Private Funds CFO
Private equity’s most powerful attendee list
Thanks for your interest in NEXUS 2026
Thank you for your interest in NEXUS 2026. Your requested resource will be emailed to you shortly.
Explore our event website for more information. We hope to see you at the Summit in Spring 2026 in Orlando.