William J Kelly, CAIA
"Amongst the very best events I have attended ... A must in 2025!"
NEXUS is an electrifying convergence of private equity’s most powerful leaders and influential capital allocators.
Connect with the investors and managers defining the future of private equity to debate the forces that impact how you invest.
Book now and save to be in the room where relationships are forged, investments are made, and deals get done.
Elite networking
Build relationships with the most influential investors and managers in private markets
World-class content
Exclusive conversations on the mega-trends that will impact how you invest
Fuel future success
Establish key alliances and gain crucial intelligence that stimulates rapid growth
Welcome back to founding keynote, Orlando Bravo!
Dubbed “Wall Street’s best dealmaker” by Forbes and “Private equity’s king of SaaS” by the Financial Times, we welcome Orlando Bravo back to the NEXUS mainstage in 2025.
You can watch Orlando’s NEXUS 2024 keynote session on-demand.
Specialist forums defining the future of private equity
An unrivaled speaker lineup
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.
Registration questions
Anna Dorokhin
anna.d@pei.group
Sponsorship
inquiries
Jimmy Kurtovic
jimmy.k@pei.group
Speaking opportunities
Jenna Williams
jenna.w@pei.group
The NEXUS agenda is built to maximize networking time
The preliminary agenda has just been released.
Agenda
Day 1 - Monday 10th
Welcome Breakfast
Welcome from the forum Chair: Institutional Limited Partners Council
John Bowman, President, CAIA Association
Keynote Panel: Constructing and culling the portfolio 2026
Deep dive into how allocations in private assets investing are being considered and what it takes to build on team dynamics for strategic insights into liquidity planning, relative value assessments and portfolio monitoring. Further determine who stays and who goes.
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
Mark Steed, Chief Investment Officer, Arizona Public Safety Personnel Retirement System
Lamar Taylor, Interim Executive Director & Chief Investment Officer, Florida State Board of Administration
The negotiation table - playing by LP rules
Securing more transparency, unique fund structures and favorable terms.
Leaders:
Peter Keehn, Senior Managing Director, Private & Alternative Assets, Allstate Investments
Ya Tung, Chief Investment Officer, The Jefferies Family Office
Executive Strategy Assessment: Exceling at Performance
Picking the ‘next big thing’ is critical to the success of the portfolio, but discovery, access and due diligence are tricky. Learn from the successes of our top-scoring leaders on what to look out and listen for when connecting with the best partners. Create a roadmap to insight, access, and top scores on benchmarking and reporting, particularly as we assess emerging managers and the next great small buyout manager.
Panelists:
Samantha Davidson, President & Head of Global Investing, Cambridge Associates
Matthew Liposky, Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management
Arthur Salzer, Chief Executive Officer and Chief Investment Officer, Northland Wealth Management
Robert “Vince” Smith, Deputy State Investment Officer& Chief Investment Officer, New Mexico State Investment Council
Welcome from the forum Chair
Kelly DePonte, Managing Director, Kelly DePonte Advisory LLC
Keynote Cross Conversation
Workshop: Investor Relations
Without the resourcing that comes with a big shop, emerging managers suddenly find themselves on the coal face of investor relations and marcomms. This session will enhance your ability to communicate with LPs and create a winning pitch deck to effectively tell your story.
Leadership panel: Fund Operations - Value creation for top-line growth
A firm’s ability to drive high powered operating models is central to investment decision making for LPs. Avoiding the common pitfalls that dog the emerging manager is critical for your long term partnerships Explore optimal strategies for fund formation, cash flow and back-office operations from F1-F3. Deep dive into human capital – hiring and retaining the right team at the right time.
Panelists:
Elizabeth Weymouth, Founder and Managing Partner, Grafine Partners
Keynote Cross Conversation
Leader: John Bailey, Managing Partner, Knox Lane
Welcome from the forum Chair
Madeleine Farman, Senior Reporter, Private Equity International and Secondaries Investor
Keynote: Why private equity, why now?
Keynote Cross Conversation
Panel: The $80trn opportunity – How GPs are approaching the wealth channel and addressing the problem of liquidity
As private markets funds continue to welcome retail and high-net-worth capital, has the issue of liquidity been sufficiently addressed by GPs? Understand how they are rethinking packaging and distribution options to better align with the private wealth channel.
Panel – Outlook of the debt market
Where private equity vehicles may still be lacking liquidity, the mechanisms inherent in private debt vehicles are a natural fit for private wealth clients. Understand the nuances of private credit investing and the outlook for the debt market following years of tailwinds and meteoric growth.
The Future of PE 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.
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.
Cross Conversation: The competitive advantage - building a diversified emerging manager program
Learn how to unlock alpha by forming a diverse manager program that can identify early- stage funds with strong potential and accelerate their growth through strong partnerships.
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
EM Panel: The long-term game: countering tough fundraising for LP trust
Dissect the best strategies for demonstrating transparency and long-term partnership potential. Discover how to approach building a track record on a deal by deal basis, utilizing seeded primaries, engaging the fund-less sponsor route and drafting the economics around these partnerships
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
Tyler Zachem, Founder and Chief Executive Officer, Broad Sky Partners
LP panel: Reviewing the business case – fund terms and leverage
How satisfied are LPs with the level of urgency that GPs are placing on generating liquidity? EMs are the opportunity for LPs to gain a seat at the table and partner on the investment playbook. Understand how LPs approach such partnerships and where value creation can be leveraged. We dissect the LP lens around sector specialization, co-investment opportunities, fund terms and de-risked access to outlier companies to compound your return potential.
Curated Networking
Time to connect LPs with the Emerging Managers that match sector and strategy preferences and portfolio needs.
Emerging Managers + Institutional LPs Session
Case Study: Redefining private wealth management - Accelerating alternative distributions through digital technology
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.
Open to all
Keynote Fireside Chat
Leadership panel: A framework for incorporating private equity into a HNWI’s portfolio
How customized funds can better align with HNWI’s risk-return profiles and liquidity preferences.
Leaders:
Robert Picard, Managing Director, Hightower
Heather Jablow, Head of Private Client Practice, North America, Cambridge Associates
Strategy deep dive – Beating the J Curve: the opportunity in secondaries
Diversification, money in the ground…lower risk…the secondaries market is gaining traction and attention within non-institutional capital pools. Is the wealth channel ready for secondaries and How can GPs best prepare for increasing compliance requirements?
PEI Center Stage: Opening Remarks from PEI’s Editors
Chairman’s Opening Remarks
Keynote Fireside Chat: Mega forces that can reshape the world
Keynote
with Isabelle Scemama, Global Head, AXA IM Alts
Keynote Panel: Skin in the game – sports investing as the new frontier
Hear from the industry titans about how the rise in private equity interest across multiple sports verticals is reinforced by a transforming business model that includes IP, streaming, sports betting, sponsorship.
Leader: Ian Charles, Managing Partner, Arctos Partners
Fireside chat: Mega forces that can reshape the world – Technology and AI
Explore the current climate for tech deals and the role private equity plays in identifying and building the most advanced tech portfolio. We’ll also find out this leader’s process for a top-down analysis of structural growth drivers in promising technologies such as cybersecurity and GenAI.
Cross Conversation: The vanguard of value creation - engaging employees as owners
The model of equity compensation as a means for sharing wealth with workers, is on the rise. These powerful changemakers provide their perspectives on how to successfully implement ESOPS into your portfolio strategy for increased fund performance.
Leaders:
Pete Stavros, Co-head of Global Private Equity, KKR
Daniel Goldstein, Chief Executive Officer, Go ESOP LLC
Fireside Chat: The next 10 years in geopolitics
Gain future insights into the global political landscape. Where are the real risks and opportunities as elections play out across the globe, democracies are tested, relationships challenged and trade agreements define how and where business gets done.
Closing Keynote
with Isabelle Scemama
LP Dinner (invitation only)
Secondaries Dinner (invitation only)
Networking Bar (open to all)
Agenda
Day 2 - Tuesday 11th
LP-only breakfast hosted by ILPA
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)
GP Roundtables: Exit Strategies in Today's Challenging Environment
- Selling to strategic buyers
- Selling to other PE firms
- Continuation fund or reinvesting
- Going public
Chairperson’s opening remarks
Keynote Investor Panel: The five-year outlook of the most significant themes impacting allocations
PEI Group’s Research Director will dissect how the current challenges in private equity – including the cost and availability of debt, dislocation in asset prices are impacting investors allocation decisions, drawing on the findings of PEI Group’s annual LP survey and followed by a panel of executive investors who will add their insight to the findings.
Moderator:
Jennifer Choi, Chief Executive Officer, Institutional Limited Partners Association (ILPA)
Panelists:
Yup Kim, Chief Investment Officer, Texas Municipal Retirement System
Keynote Fireside chat: Mega forces that can reshape the world – Technology and AI
GP Leaders Panel: The next 10 years in geopolitics
Bain and Co. will provide a review of their Global Private Equity report and determine consensus on the U.S. economy and the market outlook with our top GP executives. Discussed are the main risks to the forecast and any signals that might not yet be showing up in national aggregates. Determine how our leaders are adjusting their approaches to evaluating new investment ideas against such a backdrop and which strategies are best meeting their potential.
Panelists:
Jon Sokoloff, Managing Partner, Leonard Green & Partners
Networking break and refreshments
Keynote Fireside Chat
Leader: Jon Winkelried, Chief Executive Officer, TPG
Fireside Chat: Secondaries - The roadmap to $1 trillion
Secondaries market veteran to discuss what needs to happen for higher turnover of secondhand private markets exposure and assets, as well as the great valuation conundrum.
Moderator: Adam Le, Senior Editor, PEI and Secondaries Investor
Leader: Yann Robard, Managing Partner, Dawson Partners
Keynote Fireside Chat
Networking Lunch
LP Leaders Panel: The private equity portfolio design work - delivering the highest level of return for the given risk
Measure where private equity compares within the diversification strategy and explore opportunities to generate strong portfolio returns. Learn best practices for developing resiliency, mitigating exposure to loss, and testing investment concepts that bridge asset returns and investment values
Moderator: Bill Kelly, Chief Executive Officer, CAIA
Panelists:
Jim Pittman, Executive Vice President, Global Head, Private Equity, British Columbia Investment Management Corp
Allen Waldrop, Director of Private Equity, Alaska Permanent Fund Corporation
Robert Mellema, Managing Director, CPP Investment
Jim Pittman
Executive Vice President & Global Head, Private Equity, British Columbia Investment Management Corp.
Read bioKeynote Fireside Chat
Keynote Fireside Chat: Getting ahead of the next wave of opportunity
Credited with pioneering and developing the multi-billion dollar market through a number of innovative firsts, learn what’s in store for the secondaries market as we usher in a new wave of opportunities over the next decade
Panel: The future of GP-led secondaries
Where will the capital come from to grow this important market and how have GP led continuation funds performed so far.
Moderator:
Mark Boyagi, Partner, Investment Funds Group, Kirkland & Ellis LLP
Panelists:
Rob Campbell, Head of North America, ICG Strategic Equity
Networking break and refreshments
Case Study: Are programmatic sales the future?
Institutional investors are increasingly returning to the secondaries market as a portfolio tool. How can strategic LPs achieve best pricing for portfolios and what should they keep in mind when considering bringing a portfolio to market?
Panel: Under the spotlight – Applying a regulatory lens for GP-led secondaries transactions
With new private market rules established by the SEC, how will GP led transactions now be impacted and what pitfalls must be avoided under the regulator’s scope? Assess the nuances around valuations, companies undisclosed material facts, distribution of fees and expenses, as well as the notification and election process.
Panel: Deal dynamics from an LP perspective
How can an LP differentiate themselves among a sea of syndicate investors in either LP-led or GP-led deals? How can they provide more intelligent capital, stand out as a long-term partner and negotiate better terms.
Cross Conversation: The Changemakers of ESOPS
The model of equity compensation as a means for sharing wealth with workers, is on the rise. These powerful changemakers provide their perspectives on how to successfully implement ESOPS into your portfolio strategy for increased fund performance.
Leaders:
Pete Stavros, Co-head of Global Private Equity, KKR
Daniel Goldstein, Chief Executive Officer, Go ESOP LLC
Panel: At the forefront of co-investments
How should GPs innovate in the co-investment space to secure capital, while optimizing returns and attenuating fees for their LPs? Further assess the deal volume and the trend of shifting towards smaller deals to ensure diversification vs. co-investments for larger transactions.
Panelists:
Chris Eckerman, Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Gregory Schmitt, Head of Private Equity & Co Investments, MEAG MUNICH ERGO
Networking break and refreshments
Case Study: Enhancing operating models to innovate, value create and fuel top line growth
Determining LP needs and improving transparency by driving powerful operations, maximizing capital efficiencies and growing the portfolio organically (Add-ons considered).
Panel: Key trends shaping the future of private debt
Through increased private equity activity, decreasing interest rates and capital structure optimization, further explore the private debt landscape that is shaping our investment decisions.
Panelists:
David Miller, Head of Global Private Credit & Equity, Morgan Stanley
Panel: Leveraging flexible capital solutions
With difficulty in accessing traditional forms of capital, assess how LPs and GPs need to evolve in today’s economy and which flexible capital solutions are emerging. What role will NAV loans ay play as a mechanism for liquidity?
Panelists:
Dane Graham, Managing Director, 17Capital
Case Study: The biggest opportunities in consumer-oriented health
With expanding powers from the US health department, as well as patient scrutiny, learn about the current landscape for healthcare investing and appetite for distressed healthcare businesses.
Panel: Supercharging AI as a high value driver in the portfolio
AI systems are creating a paradigm shift in how decisions are made. Explore how AI is already enhancing efficiency and automating workflow and, how far into the future will AI be responsible for deal sourcing and investment decision making.
Panelists:
Rudina Seseri, Founder and Managing Partner, Glasswing Ventures
Networking break and refreshments
Panel: The Outperformer – Dry powder directed towards tech
As years of tailwinds and evolving AI/cloud computing trends have made the sector exceptionally resilient, dissect the future of tech and how the acquisition of platforms can enhance the portfolio value through add-on product lines.
Panel: The dealmaking sweet spot – Life in the middle market
As we assess the middle market and lower middle market, deep dive into where to find the most compelling returns and flexibility in exit plans, sale drivers, and sectors ripe for dealmaking.
Moderator:
Beatrice Mitchell, Co-Founder & Managing Director, Sperry, Mitchell and Company
Panelists:
Xavier Robert, Partner and Chief Investment Officer, Bridgepoint
Panel: Deep dive into private equity’s role in the energy transition
Asset owners are under pressure to position their portfolios for the energy transition and capture upside from arguably the largest economic shift since the industrial revolution. Which strategies are positioned to drive real change in the face of uncertainty, risk and regulatory changes.
Dr. Neil McMahon, Co-Founder and Managing Partner Kimmeridge Energy Management Co. LLC
Closing Keynote
Evening Reception
Agenda
Day 3 - Wednesday 12th
Partnerships & Pickleball Match
Breakfast and Networking
Leaders in Private Equity: Women’s Breakfast
Chairperson’s opening remarks
Opening Keynote Cross Conversation
Leader:
Chip Kaye, Chief Executive Officer, Warburg Pincus
Fireside Chat: Emerging powerhouses – Investing in the Asia opportunity
As interest in China wanes, how should investors be getting more granular opportunities across Asia, particularly with India? How does India stack up against the other Asian growth powerhouses; Indonesia and strong developed markets such as Japan?
Investor panel: Delivering true alpha across the globe
Can institutions still expand far beyond their borders, or is the era of globalization over – and what does that mean for investment strategies?
Regulatory keynote: Navigating the regulatory environment ahead
Review the impact of private fund adviser reforms with an evaluation of how these new rules are being assessed from a transparency perspective (e.g. compliance programs, new reporting requirements, fee and expense allocations and disclosures).
Culinary Experience with a world-class Chef
Golf: The Annual NEXUS Cup
Ready to take your networking to the next level?
NEXUS is built on a premium, sophisticated networking program that will ensure you connect with the right people at the right time.
Our unique matching technology and on-site networking team will introduce you to the best investors, managers, and solution providers that fit your goals for attending the event.
“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.”
Winston Hubbard, ZSP Capital Group
Networking Escapades
Enjoy activities geared around the gorgeous grounds of the Ritz-Carlton hotel. Relax on the golf course or let your competitive spirits fly on the pickleball court.
Networking with the most promising emerging managers
Where emerging funds and investors converge. Exclusive networking for institutional investors and emerging managers will conclude the forum. All attendees of the Forum are also invited to the Future of Private Equity Lunch – spark connections with rising stars in the industry.
The Future of Private Equity Lunch
Meet the changemakers and the next generation of private equity leaders, recognized by Private Equity International
**In an exclusive networking environment this invite-only luncheon will be composed of leading institutional investors, top performing emerging managers, award winners from Private Equity International’s publications and influential VIPs in private markets.**
Networking to power private wealth in private equity
Powering the growth of private wealth in private equity. 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 to conclude the forum.
Grand opening reception
Hear from A-list keynotes on the PEI Main Stage and use the dedicated networking lounge to book 15-minute meetings with the investors or managers that match your profile via the meetings app.
The NEXUS agenda is built to maximize networking time
Our esteemed speaker lineup
NEXUS builds its speaker roster from the brightest minds in private equity.
For any agenda inquiries please contact the program director, Jenna Williams at jenna.w@pei.group.
Chris Eckerman
Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Matthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Petya Nikolova
Deputy CIO and Head of Infrastructure Investments, New York City Comptroller's Office
Jim Pittman
Executive Vice President & Global Head, Private Equity, British Columbia Investment Management Corp.
Robert "Vince" Smith
Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council
Get a taste of the NEXUS difference
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.
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.
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.
Deep connections. Unique insight. Boundless opportunities.
NEXUS is built for investors. The Summit will provide you with the connections and knowledge to make more-informed, future-focused decisions.
Join NEXUS to:
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Exchange your expertise with peers in off-the-record, investor-only sessions
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Uncover high-quality opportunities by networking with the most influential attendee list at any private markets event
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Craft a sophisticated portfolio roadmap by hearing from leaders investing across a diversified mix of PE strategies
Qualified investors are eligible for complimentary attendance at NEXUS 2025.
Apply for a complimentary pass
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.
Hear from the minds shaping the future
Dubbed “Wall Street’s best dealmaker” by Forbes and “Private equity’s king of SaaS” by the Financial Times, we welcome Orlando Bravo back to the NEXUS mainstage in 2025.
You can watch Orlando’s NEXUS 2024 keynote session on-demand.
Join your peers and add your name to the list of decision-makers responsible for more than $11 trillion
The NEXUS agenda is built for you
Hear from investor peers and managers – both established and emerging – to determine the which strategies fit your objectives.
Specialist forums defining the future of private equity
Determine how private equity fits in your portfolio
NEXUS 2025 puts your needs first. Strengthen portfolio resilience through extensive networking experiences and a top tier learning program.
Join NEXUS to:
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Swap notes with peers in off-the-record, investor-only sessions
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Discover emerging fund managers that can deliver outsized returns
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Connect with industry titans leading the most influential firms in private markets
Qualified investors are eligible for complimentary attendance, apply now.
Connect
Our networking service connects you with the right people at the right time in the right place
Understand
Join peer-to-peer discussions and exchange expertise to uncover high-quality investment opportunities
Deploy
Leave NEXUS with strategies and connections that can accelerate growth in your private markets portfolio
Discover the next rockstar fund manager
Peer-to-peer strategizing
Join investor-only sessions and networking activities for frank discussions on which strategies your peers are pursuing, which managers and suppliers are worth working with or avoiding, and create a tailored meeting plan aligned to your priorities.
“Great sessions, amazing panelists and cutting edge topics.”
Chetan Mallikarjunaiah, RBC
Limited Partners council
Exclusively for LPs, the peer-to-peer Investor Council will comprise strategy-building sessions that deep dive into contract negotiation tactics, gaining transparency, and re-analyzing portfolio construction/due diligence approaches to partnerships.
“Amongst the very best events I have attended during my decade at CAIA. A must in 2025!”
William J Kelly, CAIA
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.
Highlights from 2024
Agenda at a glance
Protect and grow multi-generational wealth
NEXUS brings together an elite group of family offices to connect with managers – established and emerging – that are investing across a diversified mix of private equity strategies.
Create a tailored meeting plan aligned to your priorities to build relationships with partners that can play a role in a sophisticated private markets portfolio that meets your objectives.
Qualified family offices are eligible for complimentary attendance, apply now.
Connect
Meet institutional and private wealth investors to privately discuss which managers and suppliers to work with or avoid
Understand
Attend investor-only sessions and network with the brightest minds in private markets on topics shaping the industry
Deploy
Leave NEXUS with connections that can play a key role in a sophisticated private markets portfolio
The future of private wealth
Limited Partners council
Exclusively for LPs, the peer-to-peer Investor Council will comprise strategy-building sessions that deep dive into contract negotiation tactics, gaining transparency, and re-analyzing portfolio construction/due diligence approaches to partnerships.
“Great sessions, amazing panelists and cutting edge topics.”
Chetan Mallikarjunaiah, RBC
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.
Highlights from 2024
Agenda at a glance
Connecting HNWI RIAs with leading private equity managers
NEXUS will connect RIAs with leading asset managers to skyrocket returns for HNW clients through private equity.
Connect with private equity’s elite to gain a greater understanding of how the asset class can fit within your portfolio.
Ensure you are delivering the best outcomes for your clients through peer discussion that breaks down successful strategies already being implemented by leading RIAs.
Join NEXUS to rub shoulders with the best of the best. Qualified RIAs are eligible for complimentary attendance, apply now.
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.
The preliminary agenda has just been released.
“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.
Highlights from 2024
Agenda at a glance
Take your firm higher
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.
Book now and save
The NEXUS agenda is built to maximize networking time
The preliminary agenda has just been released.
Agenda at a glance
Matching institutional capital to emerging managers
NEXUS will connect decision-makers at institutional investors with Buyouts Insider qualified emerging managers.
Tailored networking opportunities and matching technology levels the playing field for emerging managers and highlights their unique strategies to institutional investors.
Take your private equity portfolio to the next level and build relationships with a vetted audience of emerging managers and institutional investors at NEXUS 2025.
Qualified emerging managers are eligible for discounted attendance.
Book now and save
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
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best investors for you to schedule meetings based off your profile. Our on-site networking team will also be available to make introductions.
“Amongst the very best events I have attended during my decade at CAIA. A must in 2025!”
William J Kelly, CAIA
Highlights from 2024
The NEXUS agenda is built to maximize networking time
The preliminary agenda has just been released.
Agenda at a glance
Elevate your presence at NEXUS
Download the sponsorship brochure
For more information about sponsorship opportunities, contact Jimmy Kurtovic by emailing jimmy.k@pei.group or calling +1 646 356 4504.
NEXUS puts you in front of a hard to reach audience to showcase your vision, build new, and foster old, relationships with partners, and elevate awareness of your firm.
Sponsorship gives you:
– VIP access
– Thought-leadership opportunities
– High-profile branding
– And much more…
Discover fresh business opportunities
Elevate your firm’s stature as a symbol of expertise and influence in the industry at NEXUS.
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.
With a second-to-none speaking faculty and an agenda built for networking, there is no better place to elevate your thought-leadership and brand visibility among key decision-makers in private equity.
Book now
Sponsor
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.
Learn more
“Very wide ranging topics and a good number of very informed viewpoints. Good chance to widen one’s circle.”
Michael Aronstein, Antiquity
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best investors for you to schedule meetings based off your profile. Our on-site networking team will also be available to make introductions.
The NEXUS agenda is built to maximize networking time while hearing from the brightest minds in private equity.
The preliminary agenda has just been released.
Download here
A location built for networking
The Ritz-Carlton Orlando, Grande Lakes
4012 Central Florida Parkway
Orlando, FL 32837, United States
There is a preferential nightly rate offered to all event attendees with a limited number of rooms available.
Save money and book your room in the PEI Group room block:
Book your room
Please contact customer services if you need assistance at customerservices@pei.group
Elevate your experience with:
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
NEXUS 2025 will connect HNW RIAs with leading private equity managers to build partnerships for the $80 trillion private wealth opportunity.
The Private Wealth Forum will help you understand what RIAs need from a private equity partner and how asset managers are adapting their fund structures to align with the needs of private wealth managers.
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.
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.
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 converge
As large institutional investors are increasingly mandated to invest in emerging managers, NEXUS 2025 is the place to connect with rising funds that can deliver outsized returns.
The Emerging Manager Forum will elevate emerging managers to simplify connections with allocation decision-makers.
Who should attend?
Emerging Managers
Engage with LPs actively seeking to allocate funds to emerging managers
Institutional Investors
Gain alpha in your portfolios by investing early in emerging talent
Why you should be in the room
- Understand how LPs approach first time secondaries funds, sector specialization standards, challenging distribution rates, and exit activities.
- Gain insights on generating liquidity in private equity and the ability of emerging managers to deliver sustained returns over time.
- Hear from the experts on fine-tuning investor relations and enhancing your story.
- Connect with emerging managers who align with strategy preferences and portfolio needs.
Networking
Early investment in emerging funds can supercharge an LP portfolio and NEXUS will provide the best opportunity for emerging managers and investors to take part in exclusive networking and expert-led discussion.
The Future of Private Equity Lunch
Meet the changemakers and the next generation of private equity leaders, recognized by Private Equity International.
**In an exclusive networking environment this invite only luncheon will be composed of leading institutional investors, top performing emerging managers, award winners from PEI’s publications and influential VIPs in the private markets space.**
– Match on portfolio needs and dissect the best strategies for demonstrating long-term partnership potential
– Discover how to best approach building a track record on a deal by deal basis
– Share best practices on how to empower the most successful talent pathways for outperformance
Sponsorship gives you
- 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.