NEXUS 2024

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Speakers

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Connect with leading players in private equity in North America

Start your year off right
Perfectly timed in Q1, for investors and fund managers to come together to connect, benchmark with peers and gain the latest insights from PEI Group.

Make meaningful connections
Establish and develop relationships with the investors and fund managers who will drive your business forward in just 3 days.

Get timely and quality content
Benefit from an agenda crafted by our advisory board, which consists of esteemed institutional investors, our content partner ILPA, and PEI Group’s editorial experts.

Undisrupted networking opportunities
Engage in formal and informal networking sessions away from the office and outside the ‘9-5’ to stimulate new connections and strengthen existing partnerships.

Unlock exclusive data and insights
Get relevant data and analysis you won’t find anywhere else so you can make more informed business decisions that lead to better returns for your firm.

Meet exactly who you want to
Save time and connect with highly relevant investors and fund managers who want to meet people like you with our data-driven matchmaking service.

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Explore topics impacting your returns

Key session themes include:

AI’s increasingly expansive significance behind investment decision-making
Strategically reassessing portfolio allocations for increases in diversification and liquidity options
Building transparency for preferred fund terms
Delivering true alpha across the globe in emerging and developed markets
Weighing risk considerations against opportunities for private credit
Balancing ROI with responsible investing: The ESG and DE&I framework to high yield
And more…

Key networking sessions include:

NEXUS Grand Opening

The Grand Opening will kick off NEXUS, surrounded by the breathtaking views of the Grande Lake. Enjoy a festival of food and drink alongside unmatched speakers, content, and networking.

Grande Lakes outdoor

PEI Group charity golf tournament

Tee off at the Ritz Carlton Golf Course, the same course that hosts the PGA Tour’s PNC Championship each year. Test your mettle on the Greg Norman designed course where Tiger Woods, John Daly, Justin Thomas, and the PGA Tour’s best battle it out each year.

Ritz Carlton Golf Course

Sustainable Culinary Experience: ‘Garden to Table’

Curated by Executive Chef Bir Yadav, the JW Garden to Table experience begins with a guided tour of the flourishing JW Garden, led by Chef Bir and two of the resort’s dedicated Herb Gardeners.

JW Garden to Table

LPs attending include...

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Apply for a complimentary asset owner pass

Complimentary passes are available for eligible asset owners to join the event.

To qualify for a complimentary pass, you must meet the eligibility criteria in representing either a public pension fund, private pension fund, sovereign wealth fund, foundation, endowment, trust, family office, private wealth, hospital or healthcare system, or in-house investing for an insurance company.

Complete the registration form and a member of our team will be in touch to confirm your eligibility.

See what attendees have said about PEI Group's events

Testimonials

Kurt Bock

Country Financial

Absolutely invaluable! The perspectives from GPs, LPs, and industry analysts all in one place made this the most beneficial investor meeting I will attend this…

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Vaibhav Kalia

Selective Insurance

The conference provided a good learning and networking opportunity. From an LP perspective, we are constantly engaged with several GPs and this was a convenient…

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Marilena Ioannidou

British Business Bank

This was a well-organised event, balancing between sessions hearing from industry leaders on topics that are currently top priority, as well as allowing time fo…

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Prices increase after December 8, 2023. Secure your lowest price today!

Our esteemed 2024 speaker lineup

Jonathan Gray

President and Chief Operating Officer, Blackstone

Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone, and is a member of Blackstone’s Board of Directors. He sits on its Management Committee and most of its investment committees. Mr. Gray previously served as the firm’s Glob…

David M. Rubenstein

Co-Founder and Co-Chairman of The Carlyle Group, The Carlyle Group

David M. Rubenstein is Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $385 billion from 29 offices around the world. Mr. Rubenstein is…

Howard Marks

Co-Founder and Co-Chairman, Oaktree Capital Management

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-…

Britt Harris

Acting Chief Executive Officer and Chief Operating Officer, Texas Permanent School Fund

Britt Harris has over 30 years’ investment experience leading several of the largest, most successful, and most innovative investment organizations in America. He is a member of the President’s Working Group for Financial Markets and an advisor to th…

Clarke Soares, Sherrese NEXUS 2024 CROPPED

Sherrese Clarke Soares

Founder & Chief Executive Officer, HarbourView Equity

Sherrese Clarke Soares is a visionary 2-time Founder & CEO having spent over 20 years in corporate finance, capital markets, investment banking, and private equity. Prior to starting HarbourView, Sherrese Clarke Soares founded Tempo Music where s…

Lamar Taylor

Interim Executive Director & Chief Investment Officer, State Board of Administration of Florida

Lamar Taylor is the Interim Executive Director and Chief Investment Officer of the State Board of Administration of Florida (SBA), a state constitutionally-created $230+ billion investment management organization providing investment and trust servic…

Jennifer Choi

Chief Executive Officer, Institutional Limited Partners Association (ILPA)

Jen is CEO of the Institutional Limited Partners Association (ILPA), a global membership organization dedicated to advancing the interests of Limited Partners through advocacy, education, research and industry engagement. Prior to becoming CEO, Jen s…

Todd Abbrecht

Co-Chief Executive Officer, Thomas H. Lee Partners

Todd is Co-Chief Executive Officer and co-chair of the firm’s Management Committee. Since joining the firm in 1992, he has been involved in executing investments across the full breadth of THL’s verticals, with an expertise in Healthcare. Todd is als…

Christopher Ailman

Chief Investment Officer, California State Teachers' Retirement System (CalSTRS)

Christopher Ailman has been the chief investment officer of CalSTRS since October 2000. He leads an investment staff of more than 200 and oversees a portfolio valued at over $300 billion. He has more than 39 years of institutional investment experien…

Scott Anderson

Chief Investment Officer, North Dakota Retirement and Investment Office (RIO)

Scott M. Anderson is the chief investment officer at the North Dakota Retirement and Investment Office (RIO). The state agency administers an investment program overseen by the State Investment Board that has assets under management of approximately…

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

Lawrence Aragon is an award-winning business journalist who writes about venture capital and private equity. As West Coast Bureau Chief, he is one of PEI Group’s senior editorial decision-makers and works closely with the Editorial Director US, the G…

Anna Barath

Head of Fund Investments, Bite Investments

Anna is the Head of Fund Investments of Bite, based in Bite’s London office. She joined Bite in 2021 from KIC, the $170bn sovereign wealth fund of South Korea, where she was a Senior Investment Manager allocating to private equity and credit across f…

Joost Bergsma

Founder and Chief Executive Officer, Glennmont Capital

Joost is a founding partner and CEO of Glennmont Partners. He is a member of the Investment Committee and the Asset Management Committee. Joost is involved in originating new deals and also in the negotiations of some of the funds’ key investment and…

Graham Bippart

Editor, Private Funds CFO & Private Equity International

Graham Bippart is a financial journalist with more than a decade of experience across a broad swath of the international financial markets. Beginning his journalistic career covering commercial real estate securitization markets for Euromoney Institu…

Mark Boyagi

Partner, Investment Funds Group, Kirkland & Ellis LLP

Mark Boyagi is a partner in the Investment Funds Group at Kirkland & Ellis LLP and is a leader in the Firm’s Liquidity Solutions team. Mark's practice focuses on advising sponsors and lead investors in connection with complex business transaction…

Tori Buffery

Partner, Morningside Capital

Tori is a Partner at Morningside Capital and leads the Firm’s single asset secondary strategy. Prior to joining Morningside in January 2016, Tori worked in the Funds, Secondaries and Co-Investments team at CPPIB in Toronto and London. While at CPPIB,…

Michael Chang

Partner, Private Equity, BC Partners

Michael joined BC Partners in 2009. He is a Partner in the Private Equity team based in New York and leads the North American Healthcare sector. Previously, Michael worked at JLL, where he was responsible for leveraged buy-out investments across indu…

Jacob Comer

Partner, NovaQuest Capital Management

Jacob Comer, Partner at NovaQuest Capital Management, has 20 years of experience in the investment management industry, including a decade of experience in health care investing. Mr. Comer focuses on strategic and growth initiatives, investment struc…

Mary D'Onofrio

Partner, Bessemer Venture Partners

Mary is a partner at Bessemer, where she primarily focuses on cloud software investments. She serves as a board member or observer for Teleport, Netlify, Imply Data, LaunchDarkly, GetInsured, and Contractbook. Mary is a co-author of Bessemer’s Scalin…

Chris Eckerman

Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)

Chris Eckerman is a Senior Portfolio Manager and head of Private Equity Co-Investments at the State of Wisconsin Investment Board (SWIB). Chris leads a team which has sourced and executed over $2.5 billion in co-investments across private equity and…

Marcus Felder

Principal, Portfolio Operations, Blackstone

Marcus Felder is a Principal in Portfolio Operations. He will be leading several strategic hiring initiatives with Blackstone’s portfolio companies. These initiatives include The Career Pathways program, which identifies, attracts, and recruits young…

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

Mary Kathleen Flynn has covered private equity for more than 15 years. MK joined PEI Group in 2021 and serves as Editor-in-Chief of PE Hub, overseeing pehub.com and pehubeurope.com and leading an editorial team that spans the US and the UK. Previousl…

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Pierre-Ettienne Franc

Chief Executive Officer, Hy24

Pierre-Etienne Franc is considered as one of the leading architects of the hydrogen economy. He served as Chair of Hydrogen Europe (2011- 2016) and then co-founded and coordinated the World Hydrogen Council as Secretary (2017-2020). Within Air Liquid…

Stephanie Geveda

Founder and Managing Partner, Coalesce Partners

Bio coming soon...

Daniel Goldstein

Chief Executive Officer, President, Folience

Daniel Goldstein has worked for 30 years at executive levels with family offices, family and employee-owned businesses, and family foundations across five continents. From 2017 to 2023, he has served as CEO and President of Folience, a company starte…

Dan Gunner

Director of Research and Analytics, PEI Group

Dan Gunner is Director of Research and Analytics at PEI. Based in London, Mr Gunner leads a global team of researchers and analysts who are responsible for profiling alternative asset investors and fund managers and tracking market developments. The…

Amol Helekar

General Partner, TCV

Amol joined TCV in 2009 and focuses on investments in software, fintech and tech-enabled services. He is currently involved with investments in Avetta, Built, Clio, Evisort, OneSource Virtual, Payoneer (NASDAQ: PAYO), Toast, and Trulioo. He was also…

Lori Hall-Kimm

Senior Managing Director & Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)

Lori joined HOOPP in 2022 as the Senior Managing Director & Head of Global Private Equity. In her role, Lori leads the Private Equity (PE) team and is responsible for the strategic, operational and investment activities for HOOPP Capital Partners…

Kim Hourihan

Chief Investment Officer, CBRE Investment Management

Kim Hourihan is Chief Investment Officer for CBRE Investment Management. In this role, Kim is responsible for investment strategy, performance and risk. She chairs the Global Investment Committee and has oversight of all the regional and strategy-spe…

Peter Keehn

Senior Managing Director, Private and Alternative Assets, Allstate Investments

Peter is responsible for leading Allstate Investments’ performance-based investment group, which makes fund and direct investments in private equity, real estate, infrastructure, opportunistic and agriculture/timber and has two private lending busine…

Bill Kelly

President & Chief Executive Officer, CAIA Association

William (Bill) J. Kelly, CAIA is the President & CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Associ…

Agha Khan

Managing Director & Managing Director and Co-Head of Private Equity, Stone Point Capital

Agha Khan is a Managing Director and Co-Head of Private Equity at Stone Point Capital. Agha helps to lead Stone Point’s global investments in asset management and real estate finance & services. Agha joined Stone Point in 2002 and has more than 2…

Doug Kimmelman

Senior Partner/Founder, Energy Capital Partners

Doug Kimmelman founded Energy Capital Partners in April 2005 and serves as its Senior Partner. He is a member of ECP's Management Committee and Investment Committee and serves on the boards of Calpine Corporation, US Development Group, LLC and USD Pa…

Hans Kobler

Founder and Managing Partner, Energy Impact Partners

Hans Kobler is the Founder and Managing Partner of Energy Impact Partners (EIP), a $4 billion global investment firm custom-built to invest in the energy transition. EIP brings together forward-thinking utilities, industrials and innovators to advanc…

Raelan Lambert

Global Alternatives Leader, Mercer

Raelan Lambert leads Mercer's global alternatives business, encompassing more than 250 investment professionals across 29 offices worldwide, $30B in AUM and $182B in AUA as of June 2022. She is accountable for strategy, financial performance, operati…

Adam Le

Senior Editor, EMEA, PEI

Adam Le is the Senior Editor, EMEA, for PEI Media's private equity publications, overseeing the flow of global news and analysis for Private Equity International and Secondaries Investor. Based in London, Adam works closely with private equity-focuse…

Matthew Liposky

Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)

Matthew Liposky joined PRIM in 2013 and serves as PRIM’s Chief Investment Operating Officer. Mr. Liposky is responsible for managing the PRIT Fund’s financial activities, including: investment performance reporting; investment accounting; operational…

Eric Liu

Partner, Head of North American Private Equity, and Co-Head of Global Healthcare, EQT

Eric Liu is a Partner, Head of North American Private Equity, and Co-Head of Global Healthcare at EQT. He joined EQT in 2014 to establish and build out the firm’s private equity business in the U.S. He currently serves on the Board of Directors of Pa…

Craig McGlashan

Editor, PE Hub Europe

Craig McGlashan is the Editor of PE Hub Europe. Based in London, he oversees the output of PE Hub Europe and covers private equity deals and trends and writes profile pieces on dealmakers. He joined PEI Group in 2022 to launch PE Hub Europe. Before t…

Steven Meier

Chief Investment Officer & Deputy Comptroller for Asset Management, New York City Retirement Systems

As Chief Investment Officer and Deputy Comptroller for Asset Management, Steven Meier, oversees the five pension systems that compose the New York City retirement systems. Mr. Meier brings over 30 years of experience in both the public and private se…

Carmela Mendoza

Senior Reporter, PEI

Carmela Mendoza is a senior reporter for Private Equity International based in London. She first joined PEI in Hong Kong in 2015 and covered Asia. A graduate of Ateneo de Manila University, she previously worked for a digital agency in Singapore focu…

Max Miller

Managing Director, Growth Equity, CPP Investments

Max leads investments in venture and growth stage funds and companies for CPP Investments’ Growth Equity team. Max joined CPP in 2014 and was one of the founding members of the Venture Capital program, which now includes a portfolio of several top-ti…

Beatrice Mitchell

Co-Founder & Managing Director, Sperry, Mitchell & Company, Inc.

Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-b…

Toby Mitchenall

Senior Editor, ESG & Sustainability, New Private Markets, PEI Group

Toby Mitchenall has been covering private markets for 15 years; his current focus is on ESG, sustainability and impact investing. Toby joined PEI Group in London in 2008 to report on capital flows in European private equity for Private Equity Interna…

Jim Momtazee

Managing Partner, Patient Square Capital

Jim Momtazee is the Managing Partner of Patient Square Capital, a dedicated health care investment firm. Patient Square Capital in early 2023 closed its inaurgural fund which is both the largest ever first-time private equity fund and the largest eve…

Reuben Munger

Managing Partner, Vision Ridge Partners

Reuben Munger founded Vision Ridge Partners in 2008 in order to bring decades of value investing experience to bear on what he saw as the financial opportunities presented by sustainable solutions. A former Partner at The Baupost Group, LLC, a leadin…

Andrew Palmer

Chief Investment Officer, Maryland State Retirement and Pension System

Andrew Palmer, CFA is the Chief Investment Officer for the Maryland State Retirement and Pension System. In this role, he is responsible for the day-to-day operations of the System's investment division and has overall responsibility for the System's…

Lorine Pendleton

Founder & Managing Partner, 125 Ventures

Lorine Pendleton is an accomplished VC investor and professional with a diverse background spanning the legal, technology, media and entertainment industries. She has an impressive track record in the field of entrepreneurship and investments. With a…

Venus Phillips

Managing Director, The Kresge Foundation

Venus Phillips is a managing director at The Kresge Foundation where she is responsible for evaluating investment opportunities and investment managers across all asset classes and geographies for the foundation’s endowment. Venus joined Kresge in 20…

Prasanna Ramaswamy

Managing Director, Head of Technology & Data, CPP Investments

Prasanna leads our digital transformation efforts to advance data and technology capabilities to enable business growth, operational excellence and innovation. He is responsible for architecture, application engineering, infrastructure and cloud enab…

Paul Sanabria

Senior Managing Director & Global Co-Head of Secondaries, Manulife Investment Management

Paul Sanabria is a Senior Managing Director and Global Co-Head of Secondaries at Manulife Investment Management where he exclusively focuses on the GP-Led sector of the secondary market. Mr. Sanabria has spent over two decades as a principal investor…

Yann Robard

Managing Partner, Whitehorse Liquidity Partners

Yann Robard is the Managing Partner at Whitehorse Liquidity Partners and has over 20 years of private equity experience. Established in 2015, Whitehorse Liquidity Partners is a private equity firm focused on providing structured liquidity solutions f…

Rudina Seseri

Founder and Managing Partner, Glasswing Ventures

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

Isabelle Scemama

Global Head, Alts, AXA IM Alts

Isabelle Scemama is Global Head of AXA IM Alts. Isabelle oversees AXA IM’s €185bn+ alternative business unit, AXA IM Alts, which employs over 800 people located in 17 offices, serving the needs of more than 600 clients globally. AXA IM Alts is a glob…

Harj Shoan

Senior Managing Director, Private Capital, Ontario Teachers’ Pension Plan (OTPP)

Harj Shoan is a Senior Managing Director at Ontario Teachers’. Based in Toronto, he leads activities globally in both Funds and Sustainable Energy Transition within our Private Capital team. Harj joined Ontario Teachers’ in 2014 and has over two deca…

Robert "Vince" Smith

Chief Investment Officer, New Mexico State Investment Council (NMSIC)

Robert "Vince" Smith, CFA is among the country's most experienced and long-serving public fund investment officers. With more than three decades of investment experience across four state-level public funds in Montana, Texas, Kansas and New Mexico, M…

Jan Stahlberg

Founder & Managing Partner, Trill Impact

Jan is the founder and Managing Partner of Trill Impact and has more than 25 years of experience in private equity. He started his professional career at Ovako Steel for 10 years and then transitioned to private equity in 1995, when he was a part of…

Mark Steed

Chief Investment Officer, Arizona Public Safety Personnel Retirement System

Mark Steed is the Chief Investment Officer for PSPRS, Arizona’s pension plan for first responders. Over the last 15 years Mark has managed Private Equity, Venture Capital, Absolute Return, Opportunistic Credit, Public Equity, Global Trading Strategie…

Andy Thomson

Senior Editor, Private Debt Investor

Andy has been with PEI Group since 2003, working on a number of titles including as Editor of Private Equity International and Senior Editor of Infrastructure Investor. Since H2 2015, he took over responsibility for Real Estate Capital and, in the fi…

Chris Voss

Founder & Chief Executive Officer of The Black Swan Group & Former Lead FBI Negotiator

Chris is a former Lead FBI Negotiator and dynamic speaker who debunks the biggest myths of negotiation. Chris engages all groups with captivating stories, insights, useful tips for business and everyday life, and interactive audience participation. C…

Allen Waldrop

Director of Private Equity Investments, Alaska Permanent Fund Corporation

Allen Waldrop is the Director of Private Equity Investments for APFC. Allen has extensive experience sourcing, screening and executing private markets investments as well as building and managing alternative investment portfolios on behalf of public…

Elizabeth Weymouth

Managing Partner, Grafine Partners

Elizabeth Weymouth is the Founder and Managing Partner of Grafine Partners. Grafine is a boutique alternative asset management firm that partners with veteran industry management teams and patient, creative and sophisticated capital to collectively b…

Keith Williams

Managing Partner and Co-Chief Investment Officer, Crestline

Mr. Williams joined Crestline in 2012 and is Managing Partner of Credit Strategies and Co-Chief Investment Officer. He is a member of the Management Committee and Investment Committees for all Credit Strategies. Mr. Williams has more than 24 years’ e…

Christopher Witkowsky

Editor, Buyouts & PE Hub

Chris Witkowsky runs Buyouts, the leading publication for North American private equity. He is a recognized expert in all things private equity, especially around issues involving fundraising, fund structures, firm governance and management, secondar…

Sara Zulkosky

Co-Founder & Managing Partner, Recast Capital

Sara is the Co-Founder and Managing Partner of Recast Capital, a 100% women-owned platform investing in and supporting emerging managers in venture, with a focus on diverse partnerships. Sara previously served as a Venture Partner at Greenspring Asso…

Hear unique perspectives on the future of the asset class in March.

Discover how we can help you craft a successful investment strategy for the year ahead.

View the agenda

Prices increase after December 8, 2023. Secure your lowest price today!

Download the preliminary agenda

Explore the agenda

Agenda topics have been curated for you by our award-winning editorial team at Private Equity International, Buyouts Insider, PE Hub, PE Hub Europe, Private Debt Investor, Secondaries Investor, Venture Capital Journal, and New Private Markets in conjunction with our content partner, ILPA. Prominent institutional investors, family office advisors, and leading private equity fund managers are also key to our advisory board.

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Agenda

Day 1 - Wednesday 6th

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Limited Partners Council (Exclusively for asset owners) | Exclusively for investors, the peer-to-peer Investor Council will comprise strategy-building roundtables that deep dive into contract negotiation tactics, gaining transparency, and reanalyzing portfolio construction/due diligence approaches to partnerships.

09:00 - 10:00

Workshop: Leading with leverage – The power playbook to gaining the most optimal fund terms

Chris Voss

Join the world’s leading negotiator, Chris Voss, on developing the allocators’ newfound power within partnerships that can be built on value creation. As allocators aim to transition to a changing fundraising environment, it is essential to focus on building best negotiations for targeted transparency and aligned expectations. Be empowered to gain a deeper understanding of where GPs interests will lie (e.g. in reducing both fund formation costs and length of side letter agreements) and how best to address points of contention for exclusive access to creative fund structures, lower fee rates and preferred decision making deadlines.

Facilitator:
Chris Voss, Founder, Chief Executive Officer, The Black Swan Group

Chris Voss

Founder & Chief Executive Officer of The Black Swan Group & Former Lead FBI Negotiator

10:15 - 10:55

Keynote Panel: Top of Mind 2024 – Re-Strategizing the portfolio and optimizing due diligence in the market landscape

Scott Anderson, Matthew Liposky, Robert "Vince" Smith, Lamar Taylor

As the first quarter comes to a close, engage in best practices for analyzing the market and board decision-making as it parlays into considerations for re-strategizing or adjusting portfolio construction around private markets, predominantly Private Equity. Within that landscape, we can further look at the best ways to reassess our management profiles, investment performance and understand the due diligence needed to better onboard and uniquely collaborate in the partnership. Further deep dive on establishing cash flow and where CIO and CIOO can better align to increase transparency and request more from GPs.

Panelists:
Scott Anderson, Chief Investment Officer, North Dakota Retirement and Investment Offic
Matthew Liposky, Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (Mass PRIM)
Vince “Robert” Smith, Chief Investment Officer, New Mexico Investment Council
Lamar Taylor, Interim Executive Director & Chief Investment Board, Florida State Board of Administration

Scott Anderson

Chief Investment Officer, North Dakota Retirement and Investment Office (RIO)

Matthew Liposky

Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)

Robert "Vince" Smith

Chief Investment Officer, New Mexico State Investment Council (NMSIC)

Lamar Taylor

Interim Executive Director & Chief Investment Officer, State Board of Administration of Florida

11:00 - 12:00

Think tanks: The strategic secrets that guide successful portfolio decision-making

Roundtable 1: Determining quantifiable key performance metrics for re-upping decisions, commitment size and shifting capital

Roundtable 2: Analyzing the denominator effect and its impact on risk returns and liquidity options

Roundtable 3: Investors’ reengagement on DPI and ensuring money back from the PE portfolio: successful exit strategies

Roundtable 4: Navigating the increased competition for deals in niche sectors

Roundtable 5: Culling the portfolio: Determining who stays and who goes

Roundtable 6: The new market landscape and evolving DD processes

Roundtable 7: Preventing long-term ramifications to fundraising misses

The Managing Partner and Founders Council (invite only) | The Managing Partner and Founders Council will gather an intimate group of leading managers, founders and industry experts for their outlook on private equity in 2024.

09:30 - 10:00

Cross Conversations: The Wealth Channel – The $80trn opportunity

As retailization of private markets expands investor types drastically, rethink how traditional forms of alignment and the rules for of engagement may change for certain product types. This is a discussion that addresses the broader opportunities for alternatives, RIA’s, Family Offices, including packaging and distribution options.

10:10 - 10:55

Keynote Panel: The Negotiation Table

What LPs need amid challenging market conditions to secure more transparency, unique fund structures and favorable terms. We address the timing and dynamics at play between LPs, SPs, GPs amidst market shifts.

11:05 - 12:00

Think tank: The Year of Capital Planning - Comparing LP & GP Expectations

Looking at the 2024 landscape, reassess existing and new capital commitments during slower exit environments.

Lunch

12:00 - 13:30

Women in Private Equity Lunch

An opportunity to network with and learn from the women at the top of private equity. This is an invaluable lunch to establish relationships and build your network before the main event.

NEXUS Grand Opening | The Grand Opening will kick off Nexus with insight from a world-class line up of industry leaders on the outdoor stage. Don’t be late! In a carefully curated space and schedule that will allow you to have pre-arranged one-on-one meetings, introductions facilitated by your engagement team, a VIP meet and greet area for Investors and speakers, casual networking and quiet zones all while enjoying the breathtaking surrounds of the Grande Lakes and enjoying a festival of food and drink from around the world

13:30 - 19:00

PEI Center Stage

Howard Marks, Daniel Goldstein, Sherrese Clarke Soares, Stephanie Geveda, Britt Harris

Hosted by the PEI Group editorial team and guest speakers:

2pm – 2:30pm: Fireside Chat with Howard Marks, Co-Founder and Co-Chairman, Oaktree Capital Management

3pm – 3:30pm: Cross Conversation – Innovative views behind employee shared ownership programs
Increased fund performance via shared prosperity? Evaluate dual perspectives on how to successfully implement ESOPS.
Daniel Goldstein, President and Chief Executive Officer, Folience

4pm – 4:30pm: Panel: A New Frontier in the Major Leagues – Sports investing on peak

5pm – 5:30pm: Emerging Managers Panel: The Watch – Identifying success benchmarks for the most innovative emerging managers of 2024
As market conditions make capital deployment more difficult, investors are keeping selective in their search for emerging managers who can diversify their strategy, deal size, and industry specialization. How do our emerging managers recreate the investment playbook for collaborating uniquely and delivering on LP board expectations.
Stephanie Geveda, Founder and Managing Partner, Coalesce Partners
Sherrese Clarke Soares, Founder and Chief Executive Officer, HarbourView Equity Partners

6pm – 6:45pm: Fireside Chat with Britt Harris, Acting Chief Investment Officer and Chief Operating Officer, Texas Permanent School Fund Corporation

Howard Marks

Co-Founder and Co-Chairman, Oaktree Capital Management

Daniel Goldstein

Chief Executive Officer, President, Folience

Sherrese Clarke Soares

Founder & Chief Executive Officer, HarbourView Equity

Stephanie Geveda

Founder and Managing Partner, Coalesce Partners

Britt Harris

Acting Chief Executive Officer and Chief Operating Officer, Texas Permanent School Fund

13:30 - 19:00

VIP Meet & Greet

An opportunity to rub shoulders with the next generation of leaders in private equity, including PEI Group’s Top 40 under 40 and Women of Influence.

13:30 - 19:00

Networking Lounge & Station

A place to arrange your meetings via the networking app and meet the networking engagement team that can help you build your schedule of meetings and events as you plan your activities for the days ahead.

Also available – charging stations, free-flow food, and beverages will be provided starting at 3 pm.

Dinner

Agenda

Day 2 - Thursday 7th

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Welcome

07:30 - 08:20

Early registration & networking

Meeting rooms open.

Fringe lounges (Open all day) | Spaces to connect, engage, and relax

07:30 - 17:30

The Board Room (LPs only)

A space exclusively for institutional investors to connect with peers to discuss the most pressing pain points and impactful strategies for both professional and portfolio growth. Join think tanks organized throughout the day around institution types, investment strategies, and sectors.

07:30 - 17:30

The Editors’ Lounge (PEI Group subscribers only)

Join the conversation in PEI Group’s editorial suite. Be a part of the interviews, podcasts, and videos being broadcast live to the editorial sites.

07:30 - 17:30

Networking Lounge (Open to all)

Book a meeting space, connect, work, or charge your phone.

07:30 - 17:30

Sector specialists and emerging markets (open to all)

Pod discussions with the experts.

Plenary sessions

08:30 - 09:00

Making the mark: Headlines of 2023 that will shape the 2024 LP-GP Nexus

Hear from the editors on the front lines as PEI Group’s team of award-winning private markets journalists and researchers take to the stage, bringing to life the stories that defined private equity in 2023 and giving the exclusive on the issues that will dominate headlines in 2024.

09:00 - 09:45

Investor panel: “In-the-know” investors: The five themes impacting allocations in 2024

Dan Gunner, Jennifer Choi, Andrew Palmer

Faced with inflation and higher interest rates, the post-pandemic surge in deal volumes and fundraising is under pressure. Despite a substantial inventory of dry powder, investors are additionally struggling with overallocation challenges, dislocation in asset prices, lower availability, and rising cost of debt. PEI Group’s Research Director will dissect the present landscape, drawing on the findings of PEI Group’s annual LP survey: Private Equity International LP Perspectives 2024 report, followed by a panel of investors who will add their insight to the findings.

Dan Gunner, Research Director, PEI Group

Followed by an investor panel:
Moderator:
Jennifer Choi, Chief Executive Officer, ILPA

Panelists:
Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System

Dan Gunner

Director of Research ＆ Analytics, PEI Media Group

Jennifer Choi

Chief Executive Officer, Institutional Limited Partners Association (ILPA)

Andrew Palmer

Chief Investment Officer, Maryland State Retirement and Pension System

09:45 - 10:15

Fireside chat - Navigating inflation pressures and high interest rates

David M. Rubenstein

Interviewee:
David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group

David M. Rubenstein

Co-Founder and Co-Chairman of The Carlyle Group, The Carlyle Group

Networking

Plenary sessions

11:25 - 12:05

Investor panel: The portfolio design work – Is PE delivering the highest level of return for the given risk?

Bill Kelly, Lori Hall-Kimm, Harj Shoan , Mark Steed

As we develop a better understanding of how extensive the downturn will be for 2024, we will measure where PE compares within the diversification strategy and explore opportunities to generate strong portfolio returns, making a strong case for private equity or diverging away from the asset class. 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:
Lori Hall-Kimm, Senior Managing Director, Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)
Harj Shoan, Senior Managing Director, Private Capital, Ontario Teachers’ Pension Plan (OTPP)
Mark Steed, Chief Investment Officer, Arizona Public Safety Personnel Retirement System (PSPRS)

Bill Kelly

President & Chief Executive Officer, CAIA Association

Lori Hall-Kimm

Senior Managing Director & Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)

Harj Shoan

Senior Managing Director, Private Capital, Ontario Teachers’ Pension Plan (OTPP)

Mark Steed

Chief Investment Officer, Arizona Public Safety Personnel Retirement System

12:05 - 12:35

Fireside chat: At the forefront of secondaries innovation

Yann Robard

Panelists:
Yann Robard, Managing Partner, Whitehorse Liquidity Partners

Yann Robard

Managing Partner, Whitehorse Liquidity Partners

12:35 - 13:15

Panel: Revolutionizing engagement with the market: Does AI deserve a seat on the investment board?

Prasanna Ramaswamy

In a world that values speed to market and digital prowess, the emergence of generative AI systems, like ChatGPT, will create a paradigm shift that not only enhances our roles but may intelligently spearhead our investment decisions. Considering the pervasiveness of this disruption, we will explore how best to assess AI’s increasingly expansive significance, where it interfaces, how to take advantage of the rapidly changing landscape, and the ramifications of adopting AI into investment decision-making processes.

Panelists:
Prasanna Ramaswamy, Managing Director, Head of Technology & Data, CPP Investments

Prasanna Ramaswamy

Managing Director, Head of Technology & Data, CPP Investments

Lunch

Plenary sessions | Private Equity International

14:30 - 17:30

Private Equity International | The Big Themes in Private Markets

Graham Bippart

Chaired by:
Graham Bippart, Editor, Private Funds CFO & Private Equity International

Graham Bippart

Editor, Private Funds CFO & Private Equity International

14:30 - 15:10

Cross Conversation: Coaching up and expanding the tenets for actionable DEI – Aligning expectations with empowerment

Marcus Felder

Panelists:
Marcus Felder, Principal, Portfolio Operations, Blackstone
Tarrus Richardson, Founder and CEO, IMB Partners

Marcus Felder

Principal, Portfolio Operations, Blackstone

15:10 - 15:40

Investor Panel: The Big Picture - Constructing the Alternatives Portfolio

Peter Keehn, Raelan Lambert, Venus Phillips

Hear from the nation’s leading Heads of Alternatives as we dive into how allocations in private assets investing are being considered – we will additionally review relative value assessments, liquidity planning and portfolio monitoring.

Panelists:
Peter Keehn, Senior Managing Director, Private and Alternative Assets, Allstate Investments
Raelan Lambert, Senior Partner and Global Alternatives Leader, Mercer
Venus Phillips, Managing Director, The Kresge Foundation

Peter Keehn

Senior Managing Director, Private and Alternative Assets, Allstate Investments

Raelan Lambert

Global Alternatives Leader, Mercer

Venus Phillips

Managing Director, The Kresge Foundation

16:10 - 16:50

Keynote fireside chat: What does “transparency and value creation” mean to LPs and how can GPs deliver it innovatively?

16:50 - 17:30

Panel: Cueing up co-investments – Advantages and pitfalls

Todd Abbrecht, Chris Eckerman, Allen Waldrop

Determine the availability for co-investments as GPs raise bigger funds.

Panelists:
Todd Abbrecht,Co-Chief Executive Officer, Thomas H. Lee Partners
Chris Eckerman, Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board
Allen Waldrop, Director of Private Equity, Alaska Permanent Fund Corporation

Todd Abbrecht

Co-Chief Executive Officer, Thomas H. Lee Partners

Chris Eckerman

Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)

Allen Waldrop

Director of Private Equity Investments, Alaska Permanent Fund Corporation

Track sessions | Secondaries Investor

14:30 - 17:30

Secondaries Investor

Adam Le

Chaired by:
Adam Le, Senior Editor, EMEA, Private Equity International & Secondaries Investor

Adam Le

Senior Editor, EMEA, Private Equity International & Secondaries Investor

14:30 - 15:00

Keynote panel: The state of play for GP-led secondaries

Paul Sanabria

Optionality for investors or an unnecessary conflict of interest?

Panelists:
Paul Sanabria, Senior Managing Director & Global Co-Head of Secondaries, Manulife

Paul Sanabria

Senior Managing Director & Global Co-Head of Secondaries, Manulife Investment Management

15:10 - 15:40

Case study: The risk-return spectrum – Benchmarking secondaries in a more impactful way

Learn how the maturation of the market will engender a more nuanced way to benchmark risks/rewards for institutional investors.

16:10 - 16:40

Panel: Are continuation funds on the path to continual growth?

Tori Buffery

What does the growth of continuation vehicles mean for investors, and how will they back them in the long term? What steps can LPs take to help decide whether to roll or sell when faced with continuation funds?

Panelists:
Tori Buffery, Partner, Morningside Capital

Tori Buffery

Partner, Morningside Capital

16:50 - 17:30

Interactive roundtables

Roundtable 1: Enhancing returns via co-investments in the secondaries space

Roundtable 2: LP-led secondaries

Roundtable 3: Investor views on continuation funds and GP-led deals

Track sessions | Buyouts

14:30 - 17:30

Buyouts | Emerging managers & sector specialists

Christopher Witkowsky

Chaired by:
Chris Witkowsky, Editor, Buyouts

Christopher Witkowsky

Editor, Buyouts & PE Hub

14:30 - 15:00

Panel Part 2: The Watch – Identifying success benchmarks for the most innovative emerging managers of 2024

Sherrese Clarke Soares, Stephanie Geveda, Elizabeth Weymouth

As market conditions make capital deployment more difficult, investors are keeping selective in their search for emerging managers who can diversify their
strategy, deal size, and industry specialization. How do emerging managers recreate the investment playbook for collaboration and deliver on LP expectations

Panelists:
Sherrese Clarke Soares, Founder and Chief Executive Officer, HarbourView Equity Partners
Stephanie Geveda, Founder and Managing Partner, Coalesce Partners
Elizabeth Weymouth, Managing Partner, Grafine Partners

Sherrese Clarke Soares

Founder & Chief Executive Officer, HarbourView Equity

Stephanie Geveda

Founder and Managing Partner, Coalesce Partners

Elizabeth Weymouth

Managing Partner, Grafine Partners

15:10 - 15:40

Keynote fireside chat: Explore the biggest opportunities in the healthcare sector

Jim Momtazee

Keynote:
Jim Momtazee, Managing Partner, Patient Square Capital

Jim Momtazee

Managing Partner, Patient Square Capital

16:10 - 16:40

Panel: The competitive advantage - Broadening diversification for best in class emerging manager programs

Learn successful, yet unconventional strategies to forming a proactive origination program that can identify and access firms with the most attractive investment returns of their generation. Further understand what it takes to create a lucrative open-door policy for partnerships that have exceptional potential in small to mid-size growth and buyout funds.

16:50 - 17:30

Fund Formation and performance deep dive panel

Jacob Comer

Fund formation and real value creation – Establishing the unique terms for delivering on outperformance in operating partners and sector specialists.

Panelists:
Jacob Comer, Partner, NovaQuest Capital Partners

Jacob Comer

Partner, NovaQuest Capital Management

Track sessions | PE Hub

14:30 - 17:30

PE Hub | Dealmaking in 2024

Mary Kathleen (MK) Flynn

Chaired by:
Mary Kathleen (MK) Flynn, Editor-in-Chief, PE Hub & PE Hub Europe

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

14:30 - 15:00

Interactive panel: The dealmaking sweet spot – Life in the lower middle market

Beatrice Mitchell

Deep dive into where to find the most compelling returns and flexibility in exit plans, sale drivers, and sectors ripe for dealmaking.

Panelists:
Beatrice Mitchell, Co-Founder & Managing Director, Sperry, Mitchell & Company Inc.

Beatrice Mitchell

Co-Founder & Managing Director, Sperry, Mitchell & Company, Inc.

15:10 - 15:40

Keynote panel: The key to succeed – Upgrading the sourcing model

Kim Hourihan, Agha Khan

Top producing firms will contextualize their sourcing process and how it has evolved since Covid and their battle plan for securing new deals in this competitive landscape, including the use of generative AI.

Panelists:
Kim Hourihan, Chief Investment Officer, CBRE Investment Management
Agha Khan, Managing Director and Co-head of Private Equity, Stone Point Capital

Kim Hourihan

Chief Investment Officer, CBRE Investment Management

Agha Khan

Managing Director & Managing Director and Co-Head of Private Equity, Stone Point Capital

16:10 - 16:40

Panel: Rethinking operating models to innovate, value create and fuel top line growth

PE firms have turned inward to focus on getting the most out of portfolio companies. Explore the optimal strategies for

Determining LP needs
Driving powerful operations and growing the portfolio organically (Add-ons considered)
Maximizing capital efficiencies via technology value creation

16:50 - 17:30

Co-Investment Case Study: BC Partners Takes the Long-Term View on PetSmart

Michael Chang

With many exit routes blocked – most notably the IPO path – private equity firms are turning to other PE firms for help growing big businesses. BC Partners discusses their co-investment with Apollo Global Management to take a minority stake in PetSmart, a business BC bought in a take-private deal back in 2015.

Panelists:
Michael Chang, Partner, Private Equity, BC Partners

Michael Chang

Partner, Private Equity, BC Partners

End of day 2

17:30 - 19:30

Evening cocktails & The Secondaries Investor 10-year anniversary dinner: Da Vinci Lawn at Ritz Carlton

Jonathan Gray

With special guest Keynote:
Jonathan Gray, President and Chief Operating Officer, Blackstone

Jonathan Gray

President and Chief Operating Officer, Blackstone

Agenda

Day 3 - Friday 8th

View agenda page

Fringe lounges (Open all day)

08:00 - 17:00

The Board Room (LPs only)

A space exclusively for institutional investors to connect with peers to discuss the most pressing pain points and impactful strategies for both professional and portfolio growth. Join think tanks organized throughout the day around institution types, investment strategies, and sectors, meet the speaker sessions and emerging manager networking events.

08:00 - 17:00

The Editors’ Lounge (PEI Group subscribers only)

Join the conversation in PEI Group’s editorial suite. Be a part of the interviews, podcasts, and videos being broadcast live to the editorial sites.

08:00 - 17:00

Networking Lounge (Open to all)

Book a meeting space, connect, work, or charge your phone.

08:00 - 17:00

Sector specialists and emerging markets (Open to all)

Pod discussions with the experts.

Day 3 welcome

07:45 - 08:50

LP-only breakfast hosted by ILPA

Join ILPA over breakfast for an update on current initiatives followed by a roundtable discussion focused on the latest trends facing global LPs. Share your experiences and hear from the community.

Plenary sessions

09:00 - 09:30

Keynote fireside chat

Steven Meier

With:
Steven Meier, Chief Investment Officer and Deputy Comptroller for Asset Management, New York City Employee Retirement System

Steven Meier

Chief Investment Officer & Deputy Comptroller for Asset Management, New York City Retirement Systems

09:30 - 10:00

Regulatory keynote: Navigating the regulatory environment ahead

In discussing their new proposals and policy implications, the SEC will break down what practical impacts the Private Fund Advisor will have on LPs and GPs. We aim to support both a constructive re-evaluation of LP/GP sources of disconnect and aid both partners in collaborative efforts to address conflicts of interest.

Track sessions | New Private Markets

10:10 - 12:40

New Private Markets | ESG & Impact Investing

Toby Mitchenall

Chaired by:
Toby Mitchenall, Senior Editor, ESG & Sustainability, New Private Markets

Toby Mitchenall

Senior Editor, ESG & Sustainability, New Private Markets, PEI Group

10:10 - 10:40

Founders panel: Hindering or helping: Debating private equity’s role in brown to green initiatives on a global scale

Joost Bergsma, Pierre-Ettienne Franc, Doug Kimmelman, Hans Kobler

Amidst growing regulatory risk, investing in emerging energy markets globally considers the opportunities to reduce risk across the fossil fuel value chain and redirect capital expenditure in high-emissions industries towards transition opportunities. We ask the leaders setting the pace, how to implement portfolio-wide transition plans that offer a clear path to net zero and higher returns on investments. For which assets is transition even viable and how do we balance the impact that legacy assets have over the fast-churning opportunities in renewables?

Panelists:
Joost Bergsma, Founder and Chief Executive Officer, Glennmont Capital
Pierre-Ettienne Franc, Chief Executive Officer, Hy24
Doug Kimmelman, Founder and Senior Partner, ECP
Hans Kobler, Founder and Managing Partner, Energy Impact Partners

Joost Bergsma

Founder and Chief Executive Officer, Glennmont Capital

Pierre-Ettienne Franc

Chief Executive Officer, Hy24

Doug Kimmelman

Senior Partner/Founder, Energy Capital Partners

Hans Kobler

Founder and Managing Partner, Energy Impact Partners

10:50 - 11:20

ESG Panel: Organizing the defense – The future of sustainable investing and its impact on the fiduciary duty

Is the ESG backlash significantly changing how we invest, or is it just political histrionics? What is driving sustainable capitalism?

11:30 - 12:00

Navigating growing expectations – The investors’ framework for future impact investing via PE

Reuben Munger, Jan Stahlberg

Beyond “how we are investing or divesting,” we take a productive approach to what investors should ask GPs and vice versa to ensure promising avenues for doing well and doing good.

Panelists:
Reuben Munger, Managing Partner and Chief Investment Officer, Vision Ridge
Jan Stahlberg, Founder & Managing Partner, Trill Impact

Reuben Munger

Managing Partner, Vision Ridge Partners

Jan Stahlberg

Founder & Managing Partner, Trill Impact

12:10 - 12:40

LP sustainability bugbears – Balancing ROI with ESG benchmarks

Jacob Comer

Whether it be a societal or an environmental focus, knowing your commitment to ESG practices will aid in integrating measurable strategies in a fund’s own process. As a result, investors will increasingly rely on GPs to contribute with transparency and effectiveness in generating financial returns. How are we deciding on metrics for standardization and scrutinizing benchmarks? What regulation is being enforced to avoid greenwashing?

Panelists:
Jacob Comer, Partner, NovaQuest Capital Partners

Jacob Comer

Partner, NovaQuest Capital Management

Track sessions | Venture Capital Journal

10:10 - 12:40

Venture Capital Journal | Venture Capital

Lawrence Aragon

Chaired by:
Lawrence Aragon, West Coast Bureau Chief & Editor, Venture Capital Journal, PEI Group

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

10:10 - 10:40

Panel: The improved VC playbook – Expanding the pillars of innovation

Sara Zulkosky, Max Miller, Rudina Seseri

Take a more integrative approach to expanding your VC program and executing on the new standards that support innovation. Understand what it takes to reevaluate the portfolio in this environment.

Panelists:
Sara Zulkosky, Co-founder and Managing Partner, Recast Capital
Max Miller, Managing Director, Growth Equity, CPPIB
Rudina Seseri, Founder and Managing Partner, Glasswing Ventures

Sara Zulkosky

Co-Founder & Managing Partner, Recast Capital

Max Miller

Managing Director, Growth Equity, CPP Investments

Rudina Seseri

Founder and Managing Partner, Glasswing Ventures

10:50 - 11:20

Panel: Right time, right price – a strong VC appetite for landmark year 2024

Considering investors are already in early stage investing and with no signs of abating, determine the best approaches to the vintage years.

11:30 - 12:00

Keynote fireside chat

Lorine Pendleton

Keynote:
Lorine Pendleton, Founder & Managing Partner, 125 Ventures

Lorine Pendleton

Founder & Managing Partner, 125 Ventures

12:10 - 12:40

Dual perspective case study: Accelerate growth at all costs

Amol Helekar, Allen Waldrop

With new debt and capital becoming scarce amidst a declining valuation environment, discover if now is the time for growth equity to shine and compare performance across strategies.

Panelists:
Amol Helekar, General Partner, TCV
Allen Waldrop, Director of Private Equity, Alaska Permanent Fund Corporation

Amol Helekar

General Partner, TCV

Allen Waldrop

Director of Private Equity Investments, Alaska Permanent Fund Corporation

Track sessions | Private Equity International

10:10 - 12:40

Private Equity International | Global markets

Craig McGlashan

Chaired by:
Craig McGlashan, Editor, PE Hub Europe

Craig McGlashan

Editor, PE Hub Europe

10:10 - 10:40

Panel: Delivering true alpha across the globe

Anna Barath

Can institutions still expand far beyond their borders, or is the era of globalization over – and what does that mean for investment strategies?

Panelists:
Anna Barath, Head of Fund Investments, Bite Investments

Anna Barath

Head of Fund Investments, Bite Investments

10:50 - 11:20

Keynote fireside chat

Christopher Ailman

Keynote:
Christopher Ailman, Chief Investment Officer, California State Teachers’ Retirement System (CalSTRS)

Christopher Ailman

California State Teachers’ Retirement System (CalSTRS)

11:30 - 12:00

Fireside chat: The 2025 economic outlook – A geopolitical focus to planning both investments and divestments

Isabelle Scemama

Gain real-time insights into what the economic recovery might look like and where the opportunities exist to sustainably diversify your portfolio/pursue exits and liquidity events.

Isabelle Scemama, Global Head, Alts, AXA IM Alts

Isabelle Scemama

Global Head, Alts, AXA IM Alts

12:10 - 12:40

Panel: Emerging powerhouses as interest in China wanes – India and Africa

Explore a more nuanced look at each of the greatest emerging market opportunities.

Track sessions | Private Debt Investor

10:10 - 12:40

Private Debt Investor | Private Credit

Andy Thomson

Chaired by:
Andy Thomson, Senior Editor, Private Debt Investor

Andy Thomson

Senior Editor, Private Debt Investor

10:10 - 10:40

Panel: Key trends shaping the future of private debt

Keith Williams

Private debt appears better positioned and compared with other asset classes, with robust fundraising and strong returns, despite a challenging climate.

Further explore the tech frontier and the growth of data analytics/technology models for quality of credit scoring, financial disclosures, liquidity management analytics.

Panelists:
Keith Williams, Managing Partner & Co-Chief Investment Officer, Crestline

Keith Williams

Managing Partner and Co-Chief Investment Officer, Crestline

10:50 - 11:20

Keynote debate: Void or vintage years – Weighing risk considerations against booming opportunities for private credit

Are we optimistic about private credit’s potential for promising yields, or is the fundraising slowdown tempering the present excitement? Moreover, to what extent are investors being exposed to risks due to under-regulation and lack of transparency?

11:30 - 12:00

Working groups: Dissecting the private credit landscape

Deep dive into emerging investment strategies across the direct lending capital structure. Assess the “opportunity to risk” ratio for the following strategies:

Roundtable 1: CLOs
Roundtable 2: Asset-backed loans
Roundtable 3: Venture debts
Roundtable 4: Private debt secondaries

12:10 - 12:40

Case study: NAV loans on the rise

With capital becoming scarcer and costs of debt increasing, assess how GPs are adapting through NAV loans to deliver liquidity back to LPs or reinvest back into a portfolio.

End of conference activities

13:00 - 17:00

Interactive brainstorming sessions over lunch

Empowering team retention & creative investment assessments
Future-proofing your asset allocations for best-in-class portfolio construction
Negotiating for Transparency and Value Creation
Going beyond leveraged buyouts to create a thriving business
DE&I benchmarks for high-yield investment teams and partners
Checks and balances: Creating cohesion with advisory committee & board stakeholders
Addressing challenges to the legacy: New-gen plans for SRI and ESG
Succession planning: Investing in leadership continuity
Top-rated benchmarks for identifying promising emerging managers
Structuring co-investments for greater transparency, control, and higher return potential

13:00 - 17:00

PEI Group Charity Cup Golf Tournament

Tee Off On A Championship Golf Course 18-hole golf course designed by two-time British Open champion Greg Norman

Located on one of Central Florida’s most biologically diverse and beautiful ecological sites, The Ritz-Carlton Golf Club is the region’s premier golfing destination. Hit the links and take in the spectacular scenery of our certified Audubon Cooperative Sanctuary golf course, which is home to a thriving ecosystem of ponds, wetlands, live oaks and cypress heads. With 18 championship-level holes and a course that serves as a PGA Tour Challenge event site.

Followed by cocktails and awards in the club house

13:00 - 17:00

Sustainable Culinary Experience: ‘Garden to Table’ With Chef Yadav

Curated by Executive Chef Bir Yadav, the JW Garden to Table experience begins with a guided tour of the flourishing JW Garden, led by Chef Bir and two of the resort’s dedicated Herb Gardeners. Learn more about the varieties that grow here, as you hand-pick herbs including sage, coriander, and lemongrass, along with fruits and vegetables such as tamarind, mango, passionfruit, red amaranth, tomato and cabbages, depending on the season.

Following a tour of the garden, your edible bounty will form the basis of a healthy, hands-on cooking class at Aailaa with Chef Bir, who has taken inspiration from the garden and the surrounding waters of the Indian Ocean to create a menu that is grounded in the local environment. “These wellness-focused dishes are carefully crafted with local ingvredients sourced within a zero-kilometer radius, highlighting the freshness of the Maldives and our passion for food and nature,” says Chef Bir.

“It’s going to be a rare opportunity to go deep on the topics that matter. The prospect of convening influential allocators and thinkers in the largest private equity market in the world is genuinely exciting”

– Toby Mitchenall, New Private Markets

Meet our leading advisory board

Will Adams

Chief Investment Officer, Blackneck Advisors

Senior executive with over 19 years experience in financial markets and over 10 years developing and structuring investment portfolios, originating secured debt vehicles, designing systematic trading strategies and preparing risk management protocols…

Christopher Ailman

Chief Investment Officer, California State Teachers' Retirement System (CalSTRS)

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

Graham Bippart

Editor, Private Funds CFO & Private Equity International

Jennifer Choi

Chief Executive Officer, Institutional Limited Partners Association (ILPA)

James Del Gaudio

Director, Co-Head of Private Markets, Commonwealth of Pennsylvania, Public School Employees’ Retirement System (PSERS)

James Del Gaudio is a Director at the Commonwealth of Pennsylvania, Public School Employees’ Retirement System (PSERS) and has been with the firm for eight years. James is currently the Co-Head of Private Markets, with direct oversight of Private Cre…

Chris Eckerman

Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

Daniel Goldstein

Chief Executive Officer, President, Folience

William J. Kelly

President & CEO, CAIA

Adam Le

Senior Editor, EMEA, Private Equity International & Secondaries Investor

Adam Le is Senior Editor, EMEA, for PEI Group's private equity publications, overseeing the flow of global news and analysis for Private Equity International and Secondaries Investor. Based in London, Adam works closely with private equity-focused co…

Matthew Liposky

Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)

Amy C. McGarrity

Interim Executive Director, Chief Investment Officer, Colorado PERA

Amy McGarrity is responsible for managing over $60 billion for the pension plan in accordance with the Board of Trustees policies and state statutes. Amy oversees portfolio and risk management for global equities, fixed income, real estate, private e…

Craig McGlashan

Editor, PE Hub Europe

Toby Mitchenall

Senior Editor, ESG & Sustainability, New Private Markets, PEI Group

Andrew Palmer

Chief Investment Officer, Maryland State Retirement and Pension System

Robert "Vince" Smith

Chief Investment Officer, New Mexico State Investment Council (NMSIC)

Lamar Taylor

Interim Executive Director & Chief Investment Officer, State Board of Administration of Florida

Andy Thomson

Senior Editor, Private Debt Investor

Christopher Witkowsky

Editor, Buyouts & PE Hub

Prices increase after December 8, 2023. Secure your lowest price today!

Thoughtful collaboration through tailored experiences

Exchange ideas with a community of prominent leaders during exclusive networking opportunities only available at NEXUS 2024.

Each session is designed to facilitate productive conversations in relaxed, professional settings to help you find solutions to your most pressing challenges. The unique networking program will connect you with peers and potential partners while hearing the distinct perspectives of decision-makers throughout the industry.

Ready to take collaboration and networking to the next level?
Book now

Day 1 - March 6th

Investor leadership council

In a closed-door setting, institutional investors will be empowered to gain a deeper understanding of their significant leverage in partnership negotiations with the world-acclaimed and leading negotiating expert, Chris Voss. Plan to dive in and sharpen your ability to gain the trust and transparency needed for fund growth and sustainable returns.

Managing partner council

Looking to further assess the global outlook, our innovative Managing Partners come together to brainstorm how best to stay agile, efficient, and persistent in developing practical approaches to long-term financial value creation. Collaborate with your peers and get real-time updates that will support investors in their investment partnerships.

Women in private equity lunch

To our brilliant changemakers, knowledge exchange and create a meaningful focus around career-oriented goals, succession planning, and DE&I with the top women leaders in investment decision-making and portfolio management. At this private sit-down lunch, we celebrate your pathways to career eminence and the ingenuity that powers your strategic outlook.

Grand opening gala reception

To set the event tone, we invite you to join us at our Gala Reception, where sophistication and leading market insights come together for an afternoon of gamified sessions, light entertainment, and long-awaited editorial interviews. Each interactivity provides an opportunity to organically connect with leaders who share similar interests, providing unique perspectives to the market.

Day 2 - March 7th

The Board Room

Provided exclusively for our Institutional Executives to formally discuss the most pressing pain points and impactful strategies for both professional and portfolio growth.

LP-only exclusive sessions & thought leadership think tanks

These closed-door interactive working groups are designed to facilitate candid discussions for institutional investors around challenges that impact their investment decision-making and portfolio allocations. Attendees can benchmark their ideas; gain tangible takeaways from targeted case studies and share best practices that support their goals.

The Editors’ Lounge

You’ll hear it first through our live stream, “boots on the ground” editorial activation, where our esteemed journalists continue to intimately engage top industry experts in real-talk insights and best practices.

Secondaries Investor 10-year anniversary dinner

Celebrate our 10th anniversary for Secondaries Investor as we best prepare investors for this exploding opportunity in liquidity options. Expand your connections and the importance of this strategy over a VIP private sit-down dinner.

Download the sponsorship brochure

Day 3 - March 8th

PEI Group Charity Cup Golf Tournament

Golf pros and novices are welcome to engage in our PEI Group Charity Cup, where our leaders take a holistic approach to portfolio strategies, ideally over a “hole in one”. We will plan to announce the charity winner over course cocktails and a stunning backdrop.

The farm-to-table cooking experience

The ESG garden experience will engage valuable insights in a nutritious setting that utilizes the venue’s luscious garden to handpick ingredients for your top-grade cooking session.

Wellness retreat

Decompress from all of the intricate learnings throughout our three days with our enriching wellness retreat at the venue’s in-house spa.

Institutional investor roundtables

Deep dive and expand upon the topics that matter most to investors for a productive rendering of different, yet effective approaches to implement upon your return.

“Join us to make sure you are part of the conversation about where the industry is, and where it’s headed”

– Christopher Witkowsky, Buyouts & PE Hub

Book Now

Pre-Event Resources

pdf

Preliminary agenda

By Private Equity International

pdf

Nexus 2024 Preliminary Attendee List

By PEI Group

pdf

Sponsorship brochure

By Private Equity International

pdf

Investor propsectus

By PEI Group

Showcase your company to investors and private equity professionals

Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:

VIP access
Thought-leadership opportunities
High-profile branding
And much more…

For more information about sponsorship opportunities, contact Jimmy Kurtovic by emailing jimmy.k@pei.group or calling +1 646 356 4504.

Principle sponsor

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Lead sponsor

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Host publications

View all sponsors

Content partner

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Supporting association

View all sponsors

Content and networking with your needs in mind

Assess your portfolio’s risk allocation by joining impactful discussions during a time of interest rate hikes, high inflation, extreme market valuations, and a recession in core markets.

Discover strategic opportunities essential for enhancing your professional development and diversifying your portfolio growth.

Find solutions to your pain points and gain key takeaways by joining conversations about multi-sector strategies that align across AUMs.

Explore ways to mitigate risk, sustain value, and generate alpha during LP-exclusive think tanks and collaborative GP sessions.

Content partner:

Complimentary institutional investor passes

Easily apply for a pass and a member of our team will be in touch to confirm your eligibility.

Download preliminary agenda

Investor-exclusive sessions

Learn the secrets to winning high-stakes negotiations and setting deal terms in your favor from the FBI’s former Chief International Hostage Negotiator and Founder of Black Swan Group, Chris Voss. This is one of many LP-exclusive sessions that allow you to openly problem-solve and discuss challenges with your institutional peers.

Empowering ingenuity for timely application

Masterfully negotiate for transparency and tailored value creation

Strategically develop targeted methods to improve deal terms, collaborate on creative fund structures, and seize emerging opportunities.

Creatively leverage your team and stakeholders for board unification

Evaluate how best to align investment style with board approval and further advance your team’s strategy.

Proactively expand efficiency measures and practical approaches to risk mitigation

Gain the sector expertise and resources needed to responsibly diversify your portfolio and securely build in interest rates/inflation-mitigation efforts.

Capitalize on emerging markets and timely decision-making

Proactively plan around timely insights into the near-term actionable investment pipeline across a diverse set of recession-resilient industries.

Optimize for impactful investment decision-making and effective benchmark standards

Strategize around success benchmarks for emerging managers with high growth potential and new due diligence standards.

Re-evaluating portfolio allocations and investment vehicles to alpha

Prepare for asset allocation reassessments and leverage the effective vehicles that meaningfully compare risk and returns.

Investors at past Private Equity International events include...

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Apply for a complimentary pass

The focal point for private equity in North America

There’s no time to waste! Join NEXUS 2024 on March 6-8 in Orlando to connect with and hear from institutional investors and fund managers in private equity. As macroeconomic shifts create new challenges and opportunities in the new year, Q1 2024 is the perfect time to gather with the industry.

NEXUS 2024 links PEI Group’s powerhouse private equity knowledge and unrivalled industry convening power over three days of quality content and invaluable networking. Convene with leaders in private equity at the right time and place to make things happen.

Why join NEXUS 2024?

Start your year off right
Get the inside scoop on how macro-climate forces at play will impact the future of private equity so you can adjust your strategy for the year ahead.

Make meaningful connections
The event brings together leading fund managers and active institutional investors to drive your firm forward and shape the future of private equity.

Get timely and quality content
Benefit from an agenda crafted by our advisory board, which consists of esteemed institutional investors, our content partner ILPA, and PEI Group’s editorial experts.

Undisrupted networking opportunities
Engage in formal and informal networking sessions away from the office and outside the ‘9-5’ to stimulate new connections and foster existing partnerships.

Unlock exclusive data and insights
Get relevant data and analysis you won’t find anywhere else so you can make more informed business decisions that lead to better returns for your firm.

Meet exactly who you want to
Save time by taking advantage of our digital matchmaking tool that allows you to browse attendees by company type, investment interests, and other criteria.

Book now

See what attendees have said about PEI group's events

Testimonials

Kurt Bock

Country Financial

Absolutely invaluable! The perspectives from GPs, LPs, and industry analysts all in one place made this the most beneficial investor meeting I will attend this…

Read full testimonial

Adam Le

Private Equity International & Secondaries Investor

This will be an ideal time to get a head start. There’s nothing more magical than getting in the same room with someone, exchanging ideas in person, and listeni…

Read full testimonial

Vaibhav Kalia

Selective Insurance

The conference provided a good learning and networking opportunity. From an LP perspective, we are constantly engaged with several GPs and this was a convenient…

Read full testimonial

The focal point for private equity in North America

View agenda

Why join NEXUS 2024?

Start your year off right
Get the inside scoop on how macro-climate forces at play will impact the future of private equity so you can adjust your strategy for the year ahead.

Make meaningful connections
The event brings together leading fund managers and active institutional investors to drive your firm forward and shape the future of private equity.

Unlock exclusive data and insights
Get relevant data and analysis you won’t find anywhere else so you can make more informed business decisions that lead to better returns for your firm.

Meet exactly who you want to
Save time by taking advantage of our digital matchmaking tool that allows you to browse attendees by company type, investment interests, and other criteria.

Book now

See what attendees have said about PEI group's events

Testimonials

Kurt Bock

Country Financial

Absolutely invaluable! The perspectives from GPs, LPs, and industry analysts all in one place made this the most beneficial investor meeting I will attend this…

Read full testimonial

Adam Le

Private Equity International & Secondaries Investor

This will be an ideal time to get a head start. There’s nothing more magical than getting in the same room with someone, exchanging ideas in person, and listeni…

Read full testimonial

Vaibhav Kalia

Selective Insurance

The conference provided a good learning and networking opportunity. From an LP perspective, we are constantly engaged with several GPs and this was a convenient…

Read full testimonial

The new home for powerful industry networking within private equity in North America.

NEXUS 2024 will be a pivotal event for institutional investors to connect with peers and managers to navigate the ever-changing private equity landscape.

The innovative agenda, which has been crafted in conjunction with content partner ILPA, will allow you to swap notes with your peers and institutional investors in a closed-door setting. Understand how your peers are tailoring their portfolios through continuation fund commitments, co-investments, separately managed accounts, secondaries and other vehicles to ensure they achieve the greatest returns for their constituents.

You will also hear from the world’s largest managers on how they are prioritizing your capital in their strategies and the areas they are seeing investment opportunities in 2024 and beyond. Connect with your current managers and build new GP relationships through the many innovative networking opportunities across the three days.

Apply for complimentary asset owner pass

Asset Owner Exclusive Sessions

Apply for asset owner pass

Meet our keynote speakers

Howard Marks
Co-Founder and Co-Chairman
Oaktree Capital Management

Jonathan Gray
President and Chief Operating Officer
Blackstone

David M. Rubenstein
Co-Founder and Co-Chairman
The Carlyle Group

Key networking sessions include:

NEXUS Grand Opening

The Grand Opening will kick off NEXUS, surrounded by the breathtaking views of the Grande Lake. Enjoy a festival of food and drink alongside unmatched speakers, content, and networking.

Grande Lakes outdoor

PEI Group charity golf tournament

Ritz Carlton Golf Course

Sustainable Culinary Experience: ‘Garden to Table’

Curated by Executive Chef Bir Yadav, the JW Garden to Table experience begins with a guided tour of the flourishing JW Garden, led by Chef Bir and two of the resort’s dedicated Herb Gardeners.

JW Garden to Table

Trusted by 11,000+ global private equity organizations, including

View all sponsors

View all sponsors

Your complimentary Asset Owner pass

Apply for a pass and a member of our team will be in touch to confirm your eligibility.

Apply for complimentary asset owner pass

Prices increase after December 8, 2023. Secure your lowest price today!

Book now and save $600+

Connect with an LP audience like no other

NEXUS 2024 is set to gather the strongest roster of LPs that you will see at any event in the US. Our strict vetting process will ensure the room is filled with only decision-makers at firms actively allocating funds to private equity strategies.

The NEXUS difference is Private Equity International’s deep connection with the LPs and GPs driving the asset class and 20+ years of experience bringing these groups together to enhance their business.

As LPs continue to ask tougher and tougher questions of their GPs, NEXUS 2024 is your chance to:

Hear what LPs – large and small – are thinking about private equity as an asset class and how they plan to invest
Meet new and future investors in your fund
Learn what fund strategies are winning with which LPs
Pitch your fund strategy and find the right partners

Book Now

A speaking faculty like no other

Howard Marks
Co-Founder and Co-Chairman
Oaktree Capital Management

Jonathan Gray
President and Chief Operating Officer
Blackstone

David M. Rubenstein
Co-Founder and Co-Chairman
The Carlyle Group

Christopher Ailman
Chief Investment Officer
California State Teachers’ Retirement System (CalSTRS)

Britt Harris
Acting Chief Executive Officer and Chief Operating Officer
Texas Permanent School Fund

Lori Hall-Kimm
Senior Managing Director & Head of Global Private Equity
Healthcare of Ontario Pension Plan (HOOPP)

Venus Phillips
Managing Director
The Kresge Foundation

Sherrese Clarke Soares
Founder & Chief Executive Officer
HarbourView Equity

Lamar Taylor
Interim Executive Director & Chief Investment Officer
State Board of Administration of Florida

View speakers

PEI Group subscribers get more

Members of a PEI Group subscribing firm are eligible for significant savings on their attendance at NEXUS 2024. Book now and see your subscription come to life in Orlando.

Not sure if your firm is a subscriber? Contact Anna Dorokhin today to find out.

LPs attending include...

View all sponsors

View all attendees

Key networking sessions include:

NEXUS Grand Opening

The Grand Opening will kick off NEXUS, surrounded by the breathtaking views of the Grande Lake. Enjoy a festival of food and drink alongside unmatched speakers, content, and networking.

Grande Lakes outdoor

PEI Group charity golf tournament

Ritz Carlton Golf Course

Sustainable Culinary Experience: ‘Garden to Table’

Curated by Executive Chef Bir Yadav, the JW Garden to Table experience begins with a guided tour of the flourishing JW Garden, led by Chef Bir and two of the resort’s dedicated Herb Gardeners.

JW Garden to Table

Trusted by 11,000+ global private equity organizations, including

View all sponsors

View all sponsors

The new home for powerful industry networking within private equity in North America.

With Family Office and Wealth Management capital becoming increasingly influential in private equity, join your peers at NEXUS 2024 to learn, network, make connections and do better business.

As public markets continue to be volatile, NEXUS will give you the tools to effectively allocate your wealth to private equity strategies in a way that suits your investment principles.

The innovative agenda, which has been crafted in conjunction with content partner ILPA, will allow you to swap notes with your peers and institutional investors in a closed-door setting. You will also hear from the world’s largest managers on how they are prioritizing your capital in their strategies and the areas they are seeing investment opportunities in 2024 and beyond.

Pei nexus networking

Asset Owner Exclusive Sessions

Meet our keynote speakers

Howard Marks
Co-Founder and Co-Chairman
Oaktree Capital Management

Jonathan Gray
President and Chief Operating Officer
Blackstone

David M. Rubenstein
Co-Founder and Co-Chairman
The Carlyle Group

Key networking sessions include:

NEXUS Grand Opening

The Grand Opening will kick off NEXUS, surrounded by the breathtaking views of the Grande Lake. Enjoy a festival of food and drink alongside unmatched speakers, content, and networking.

Grande Lakes outdoor

PEI Group charity golf tournament

Ritz Carlton Golf Course

Sustainable Culinary Experience: ‘Garden to Table’

Curated by Executive Chef Bir Yadav, the JW Garden to Table experience begins with a guided tour of the flourishing JW Garden, led by Chef Bir and two of the resort’s dedicated Herb Gardeners.

JW Garden to Table

Trusted by 11,000+ global private equity organizations, including

View all sponsors

View all sponsors

Your complimentary Asset Owner pass

Apply for a pass and a member of our team will be in touch to confirm your eligibility.