NEXUS 2024 hosted more than 500 private equity leaders to redefine the future of the asset class.

The most influential private equity meeting

Where investments are made

Amid unprecedented macro pressures on fundraising and deals, distributions and liquidity, there’s never been a greater need for the private equity industry to come together.

The NEXUS 2024 summit connected the investors responsible for more than $30trn of LP capital with the managers that matter to take stock of portfolios, make allocation decisions, and build manager pipelines.

With a keynote speaking faculty that included Jon Gray, Howard Marks, Chris Ailman, David Rubenstein, Dana S. Johns, and Lamar Taylor, no other event will deliver the same level of decision-makers in one room.

Register your interest to be part of meaningful conversations in 2025 that will determine the future of the asset class.

Register your interest for 2025

A keynote lineup 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

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

Britt Harris

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

Lori Hall-Kimm

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

Venus Phillips

Venus Phillips
Managing Director
The Kresge Foundation

Sherrese Clarke Soares

Sherrese Clarke Soares
Founder & Chief Executive Officer
HarbourView Equity

Lamar Taylor

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

Chip Kaye
Chief Executive Officer
Warburg Pincus

David Mussafer
Managing Partner and Chairman
Advent International

Orlando Bravo
Founder & Managing Partner
Thoma Bravo

Tadasu Matsuo
Managing Director, Head of Global Alternative Investments
Japan Science & Technology Agency (JST)

Dr. Indermit Gill
Senior Vice President of Development Economics and Chief Economist
World Bank Group

Scott Nuttall

Scott Nuttall
Co-Chief Executive Officer
KKR

And backed by the industry's most connected and powerful voices

Built by PE's pre-eminent convening force

20+

Years of experience convening and informing GPs and LPs

3,000+

US LPs in our database with allocation and strategy data

11,000+

Global organizations rely on PEI Group knowledge and networking each year

100,000+

Private markets decision-makers at our global events in last 5 years

Discussions that shaped the future of the asset class

  • How investors are allocating capital to private equity and the asset class’ role in LP portfolios
  • Navigating inflation pressures and high interest rates
  • Delivering true alpha across the globe in emerging and developed markets
  • How to construct a successful, global alternatives portfolio
  • AI’s increasingly expansive significance behind investment decision-making
  • And more…

Decision-makers for $30trn+ in LP capital joined us in 2024 including...

View all sponsors

 

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.

See why you need to be at NEXUS

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.

Apply now

See what attendees have said about PEI Group's events

Testimonials

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

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…

Read full testimonial

Our esteemed 2024 speaker lineup

Jonathan Gray

President and Chief Operating Officer, Blackstone

Scott Nuttall

Co-Chief Executive Officer, KKR

David M. Rubenstein

Co-Founder and Co-Chairman, The Carlyle Group

Orlando Bravo

Founder & Managing Partner, Thoma Bravo

Howard Marks

Co-Founder and Co-Chairman, Oaktree Capital Management

David Mussafer

Managing Partner and Chairman, Advent International, L.P.

Christopher Ailman

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

Britt Harris

Founder and Chief Executive Officer, On Eagles Wings

Sherrese Clarke Soares

Founder & Chief Executive Officer, HarbourView Equity

Lamar Taylor

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

Jennifer Choi

Chief Executive Officer, Institutional Limited Partners Association (ILPA)

Todd Abbrecht

Co-Chief Executive Officer, Thomas H. Lee Partners

Scott Anderson

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

Lawrence Aragon

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

Zach Barasz

Partner, G2 Venture Partners

Anna Barath

Head of Fund Investments, Bite Investments

Joost Bergsma

CEO and Managing Partner, Glennmont Partners from Nuveen

Graham Bippart

Editor, Private Funds CFO & Private Equity International

Robert Blaustein

Partner, Investment Funds Practice Group, Kirkland & Ellis LLP

Mike Bologna

Chief Investment Officer at NovaQuest Capital Management

Mark Boyagi

Partner, Investment Funds Group, Kirkland & Ellis LLP

Mark Buchanan

Managing Director, Head of ESOP, Investment Bank Group

Tori Buffery

Senior Director, Secondaries, Nicola Wealth

Robert Burd

Deputy Chief Investment Officer, Maryland State Retirement and Pension System

Elizabeth Burton

Managing Director and Senior Client Investment Strategist, Client Solutions Group, Goldman Sachs Asset Management

Regina Carls

Managing Director, ESOP Advisory Group Head, J.P. Morgan

Marion N. Chebet, MBA

Senior Portfolio Manager, Director of Impact Investing, Johnson Financial Group

Wole Coaxum

Chief Executive Officer, MoCaFi

Kendra Corbett

Partner, Cloverlay

Matthew Coyne

Managing Director, Portfolio Advisory, Aksia

Sue Crotty

Senior Vice President & Chief Investment Officer, Segal Marco Advisors

Samantha Davidson

President and Head of Global Investing, Cambridge Associates

Nigel Dawn

Senior Managing Director, Head of Capital Advisory Group, Evercore

Anna Dayn

Managing Director, New End

Mary D'Onofrio

Partner, Bessemer Venture Partners

Chris Eckerman

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

David Enriquez

Partner, Clipway

David Fann

Vice Chairman, Senior Managing Director, Apogem Capital

Kate Faust

Partner, Rockwood Equity Partners

Marcus Felder

Principal, Portfolio Operations, Blackstone

Mary Kathleen (MK) Flynn

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

Pierre-Ettienne Franc

Chief Executive Officer, Hy24

Grady Frank

Partner and Head of Private Credit Origination, Goldentree

Stephanie Geveda

Founder and Managing Partner, Coalesce Partners

Dr. Indermit Gill

Senior Vice President of Development Economics and Chief Economist of the World Bank Group

Dean Giovanniello

Senior Principal, Financial Institutions Consulting Services, IQVIA

Daniel Goldstein

Chief Executive Officer, Go ESOP LLC

Neal A. Graziano

Managing Director of Private Investments, W.K. Kellogg Foundation (WKKF)

Lydia Guett

Head of Growth, Systemiq Capital

Dan Gunner

Director of Research and Analytics, PEI Group

Lori Hall-Kimm

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

Tjarko Hektor

Partner, New 2ND Capital

Amol Helekar

General Partner, TCV

Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

David Herbers

Managing Director, Secondaries Group, Ares Management

Bryan High

Head of Capital Solutions, Barings

Milwood Hobbs Jr.

Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management

Kim Hourihan

Chief Investment Officer, CBRE Investment Management

Michelle Jacobi

Managing Director, Gatewood Capital

Dana S. Johns

Head of Private Equity, New Jersey Department of the Treasury, Division of Investment

Dr. Lucas Joppa

Chief Sustainability Officer and Senior Managing Director, Haveli Investments

Patrick Jordan

Managing Partner and Chief Operating Officer, NovaQuest

Eneasz Kądziela

Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management

Geeta M. Kapadia, CFA

Chief Investment Officer

Tom Kapsimalis

Managing Director, Secondaries, CPP Investments

Chip Kaye

Chief Executive Officer, Warburg Pincus

Peter Keehn

Senior Managing Director, Private and Alternative Assets, Allstate Investments

Bill Kelly

President & Chief Executive Officer, CAIA Association

Agha Khan

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

Doug Kimmelman

Senior Partner/Founder, Energy Capital Partners

Andi Klein

Managing Partner and Head of Smaller Mid-Cap, Triton Partners

Hans Kobler

Founder and Managing Partner, Energy Impact Partners

Raelan Lambert

Global Alternatives Leader, Mercer

Eric Lang

Senior Managing Director, Private Market, Teachers Retirement System of Texas

Adam Le, Private Equity International

Adam Le

Senior Editor, EMEA, PEI

Veronica Li

Head of North America, Primavera Capital Group

Matthew Liposky

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

Eric Liu

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

Tadasu Matsuo

Managing Director, Head of Global Alternative Investments, Japan Science & Technology Agency (JST)

Craig McGlashan

Editor, PE Hub Europe

Steven Meier

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

Robert Mellema

Managing Director, CPP Investments

Carmela Mendoza

Senior Reporter, PEI

Sona Menon

Partner and Head of the North American Pension Practice, Cambridge Associates

David Miller

Global Head of Private Credit & Equity, Morgan Stanley

Max Miller

Managing Director, Growth Equity, CPP Investments

Kyongdo Min

Senior Portfolio Manager, Maryland State Retirement and Pension System

Beatrice Mitchell

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

Toby Mitchenall

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

Jim Momtazee

Managing Partner, Patient Square Capital

Reuben Munger

Managing Partner, Vision Ridge Partners

Luke Myers

Co-Founder and Managing Partner, Truelink Capital

Claire Ngo

Managing Director, Private Equity Fund Investments, Temasek

Bill O'Conor

Managing Director, Americas, PEI Group

Adebisi Oje

Sales Director Data, Advanced Analytics & Artificial Intelligence US Financial Services, Microsoft

Lorine Pendleton

Founder & Managing Partner, 125 Ventures

Ben Perl

Managing Director and Global Co-Head of Secondary Private Equity, Neuberger Berman

Daniel Perry

Director of Sales and Commercial Excellence, Parthenon Capital

Venus Phillips

Managing Director, The Kresge Foundation

Anne Philpott

Managing Director, Junior Capital & Private Equity Solutions, Churchill Asset Management

Daniel Pietrzak

Member, KKR

Steve Poliner

Senior Investment Counsel, Teacher Retirement System of Texas (Texas Teachers)

Ken Pontarelli

Global Head of Sustainable Investing, Goldman Sachs Asset Management

Prasanna Ramaswamy

Managing Director, Head of Technology & Data, CPP Investments

Tarrus Richardson

Founder and CEO, IMB Partners

Steve Richman

Partner, Seyfarth

Yann Robard, Whitehorse Liquidity Partners

Yann Robard

Managing Partner, Whitehorse Liquidity Partners

Jasmine Robinson

Co-Founder and Managing Partner, Monarch Collective

Zorian Rotenberg

GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners

Steve Russo

Executive Director, Indiana Public Retirement System

Paul Sanabria

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

Bei Saville, CFA, CAIA

Chief Investment Officer, Advance

Isabelle Scemama

Global Head, Alts, AXA IM Alts

Drew Scielzo

Operating Partner, ACON Investments

Rudina Seseri

Founder and Managing Partner, Glasswing Ventures

Chris Semple

Partner, US Credit, Crestline

Harj Shoan

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

Alok Singh

Co-Founder, Chief Executive Officer and Chief Investment Officer, Bridge Growth Partners

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

Jan Ståhlberg

Founder & Managing Partner, Trill Impact

John Stott

Partner, Arctos Partners

Andy Thomson

Senior Editor, Private Debt Investor

Anna Totdahl

Investment Officer - ESG & Sustainability, Oregon State Treasury

Tim Tracy

Private Equity Leader, Americas, Ernst& Young

Sophia Tsai

Managing Director, Trinity Church Wall Street

Ya Tung

Chief Investment Officer, The Jefferies Family Office

Andy Unanue

Founder and Managing Partner, AUA Private Equity Partners

Sebastiaan van den Berg

Partner, Co-Head GP Equity Solutions, Astorg

Chris Voss

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

Allen Waldrop

Director of Private Equity Investments, Alaska Permanent Fund Corporation

Elizabeth Weymouth

Founder and Managing Partner, Grafine Partners

Carl Williams

Partner and Co-Founder, Sandbrook Capital

Christopher Witkowsky

Editor, Buyouts & PE Hub

Suzanne Yoon

Founder and Managing Partner, Kinzie Capital Partners

Tyler Zachem

Chief Executive Officer and Founder, Broad Sky Partners

Felix Zhang

Partner, Alternative Credit, Ares Management

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.

Explore the 2024 agenda

Agenda topics were curated 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.

Day 1 Day 2 Day 3
View agenda page

Agenda

Day 1 - Wednesday 6th

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.
09:30 - 10:00

LP Council Registration Opens

10:00 - 11:00

Negotiation Presentation: The Newfound Power

Chris Voss

Please join the world’s leading negotiator, Chris Voss, on developing the allocators’ newfound power within partnerships that can be built on value creation and integrity.  

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

A speaker photo for Chris Voss

Chris Voss

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

Read bio
11:05 - 11:55

Keynote panel: Top of mind 2024 – re-strategizing the portfolio and optimizing due diligence in the market landscape

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

As we head into closing the first quarter of H1, 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.  We further deep dive on establishing cash flow and where CIO and CIOO can better align to increase transparency and request more from GPs. 

Moderator:
Sue Crotty, Senior Vice President and Chief Investment Officer, Segal Marco Advisors 

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)
Robert “Vince” Smith,
Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council
Lamar Taylor, Interim Executive Director & Chief Investment Board, Florida State Board of Administration

A speaker photo for Sue Crotty

Sue Crotty

Senior Vice President & Chief Investment Officer, Segal Marco Advisors

Read bio
A speaker photo for Scott Anderson

Scott Anderson

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

Read bio
A speaker photo for Matthew Liposky

Matthew Liposky

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

Read bio
A speaker photo for Robert "Vince" Smith

Robert "Vince" Smith

Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council

Read bio
A speaker photo for Lamar Taylor

Lamar Taylor

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

Read bio
12:00 - 12:30

Lunch and Presentation: Leading with leverage – The power playbook to gaining the most optimal fund terms

Steve Richman

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.

Leader:
Steve Richman, Partner, Seyfarth 

A speaker photo for Steve Richman

Steve Richman

Partner, Seyfarth

Read bio
12:30 - 13:00

Working Groups Lunch: 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

Grand Opening Reception on The Valencia Lawn
13:15 - 18:30

PEI Center Stage

Bill O'Conor, Scott Nuttall, Adam Le, Howard Marks, Beatrice Mitchell, Stephanie Geveda, Luke Myers, Jasmine Robinson, Lawrence Aragon, Britt Harris, Gregg Gethard, Dr. Indermit Gill, Richard Melville

1:15pm PEI Center Stage: Hosted by Bill O’Conor, Managing DirectorAmericas, PEI Group

1:30pm – 2:00pm: Keynote fireside chat with Scott Nuttall, Co-Chief Executive Officer, KKR
Interviewer: Adam Le,
Senior Editor, EMEA, Private Equity International & Secondaries Investor

2:00pm – 2:30pm: Keynote presentation: Sea change
Howard Marks will discuss the potential sea change occurring in the investment world and what this could mean for credit investors.
Howard Marks, Co-Founder and Co-Chairman, Oaktree Capital Management

3:00pm – 3:30pm: 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 managers who can diversify their strategy, deal size, and industry specialization. How do our founders recreate the investment playbook for collaborating uniquely and delivering on LP board expectations.
Interviewer:
Beatrice Mitchell, Co-Founder and Managing Director, Sperry Mitchell & Company Inc.

Panelists:
Stephanie Geveda, Founder and Managing Partner, Coalesce Partners
Luke Myers,
Co-Founder and Managing Partner, Truelink Capital

3:30pm – 4pm Cross Conversation – Accelerating Equity in Global Sports
Interviewee: Jasmine Robinson, Co-Founder and Managing Partner, Monarch Collective
Interviewer: Lawrence Aragon, Editor of Venture Capital Journal and West Coast Bureau Chief, PEI Group  

4:00pm – 4:30pm: Fireside Chat with Britt Harris, Founder and Chief Executive Officer, On Eagles Wings.
Interviewer: Gregg Gethard, Reporter, Buyouts  

4:30pm – 5:00pm: Fireside Chat with Dr. Indermit Gill, Senior Vice President of Development Economics and Chief Economist of the World Bank Group
Interviewer: Richard Melville, Editorial Director U.S., PEI Group 

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. 

Networking Lounge: 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.

A speaker photo for Bill O'Conor

Bill O'Conor

Managing Director, Americas, PEI Group

Read bio
A speaker photo for Scott Nuttall

Scott Nuttall

Co-Chief Executive Officer, KKR

Read bio
Adam Le, Private Equity International

Adam Le

Senior Editor, EMEA, PEI

Read bio
A speaker photo for Howard  Marks

Howard Marks

Co-Founder and Co-Chairman, Oaktree Capital Management

Read bio
A speaker photo for Beatrice  Mitchell

Beatrice Mitchell

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

Read bio
A speaker photo for Stephanie Geveda

Stephanie Geveda

Founder and Managing Partner, Coalesce Partners

Read bio
A speaker photo for Luke Myers

Luke Myers

Co-Founder and Managing Partner, Truelink Capital

Read bio
A speaker photo for Jasmine Robinson

Jasmine Robinson

Co-Founder and Managing Partner, Monarch Collective

Read bio
A speaker photo for Lawrence Aragon

Lawrence Aragon

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

Read bio
A speaker photo for Britt Harris

Britt Harris

Founder and Chief Executive Officer, On Eagles Wings

Read bio
A speaker photo for Gregg Gethard

Gregg Gethard

Reporter, Buyouts

Read bio
A speaker photo for Dr. Indermit Gill

Dr. Indermit Gill

Senior Vice President of Development Economics and Chief Economist of the World Bank Group

Read bio
A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

Read bio
19:30 - 21:30

Investor advisory board dinner (by invitation)

20:00 - 22:00

Take your evening meetings and network in the JW lobby bar and the drinks are on us! Just present your badge at the bar between 8pm and 10pm.

Agenda

Day 2 - Thursday 7th

Early registration & networking
07:15 - 17:50

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

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. 

The Editors’ Lounge (Open to all):
Join the conversation in PEI Group’s editorial suite. Be a part of the interviews, podcasts, and videos broadcast live to the editorial sites. 

Networking Lounge (Open to all):  
Book a meeting space, connect, work, or charge your phone. 

Plenary sessions
07:45 - 08:20

Registration and Breakfast

08:20 - 08:30

Chairperson’s opening remarks

Richard Melville

Chairperson:
Richard Melville
,
Editorial Director U.S., PEI Group

A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

Read bio
08:30 - 09:25

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

Dan Gunner, Jennifer Choi, Geeta M. Kapadia, CFA, Lamar Taylor

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:

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

Bei Saville, Chief Investment Officer, Advance Treasury and Fingerboard Family Office 

Geeta Kapadia, Chief Investment Officer, Fordham University 

Robert Burd, Deputy Chief Investment Officer, Maryland State Retirement and Pension System 

 

A speaker photo for Dan Gunner

Dan Gunner

Director of Research & Analytics, PEI Media Group

Read bio
A speaker photo for Jennifer Choi

Jennifer Choi

Chief Executive Officer, Institutional Limited Partners Association (ILPA)

Read bio
A speaker photo for Geeta M.  Kapadia, CFA

Geeta M. Kapadia, CFA

Chief Investment Officer

Read bio
A speaker photo for Lamar Taylor

Lamar Taylor

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

Read bio
09:25 - 09:55

Fireside chat

David M. Rubenstein, Toby Mitchenall

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

Interviewer:
Toby Mitchenall, Senior Editor, ESG & Sustainability​, New Private Markets

A speaker photo for David M. Rubenstein

David M. Rubenstein

Co-Founder and Co-Chairman, The Carlyle Group

Read bio
A speaker photo for Toby Mitchenall

Toby Mitchenall

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

Read bio
09:55 - 10:35

Keynote GP panel: Executive Insights into the U.S. economy, high growth strategies and transparent partnerships

Richard Melville, Elizabeth Burton, Eric Liu

Moderator:
Richard Melville,
Editorial Director U.S., PEI Group  

Panelists:
Elizabeth Burton,
Managing Director and Senior Client Investment Strategist, Client Solutions Group, Goldman Sachs Asset Management
Eric Liu, Partner, Head of North American Private Equity, and Co-Head of Global Healthcare, EQT

A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

Read bio
A speaker photo for Elizabeth Burton

Elizabeth Burton

Managing Director and Senior Client Investment Strategist, Client Solutions Group, Goldman Sachs Asset Management

Read bio
A speaker photo for Eric Liu

Eric Liu

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

Read bio
Networking break & refreshments
10:35 - 11:05

Networking break & refreshments

Plenary sessions
11:05 - 11:35

Fireside chat: Turning Great Innovators into Great Businesses with Orlando Bravo Co-Founder & Managing Partner, Thoma Bravo

Orlando Bravo, Mary Kathleen (MK) Flynn

Thoma Bravo is the world’s largest tech buyout firm – with more than $134 billion in AUM. Last year, the firm generated more than $13.5 billion in total realizations. Exits included the sale of Adenza to Nasdaq, Syntellis to Roper and Imperva to Thales. The firm’s recent flagship acquisitions include Coupa, Ping/ForgeRock and Anaplan. In this Fireside Chat, firm co-founder Orlando Bravo and PE Hub editor-in-chief Mary Kathleen (MK) Flynn will discuss the current climate for tech deals and the role private equity plays in building tech companies. We’ll also find out Thoma Bravo’s take on cybersecurity, GenAI and other promising technologies.

Interviewee:
Orlando Bravo, Co-Founder & Managing Partner, Thoma Bravo

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

A speaker photo for Orlando Bravo

Orlando Bravo

Founder & Managing Partner, Thoma Bravo

Read bio
A speaker photo for Mary Kathleen (MK) Flynn

Mary Kathleen (MK) Flynn

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

Read bio
11:35 - 12:05

Fireside chat: At the forefront of secondaries innovation

Yann Robard, Adam Le

How do we get to $1 trillion in annual secondaries market deal volume? Senior editor Adam Le sits down with secondaries market veteran Yann Robard to discuss what needs to happen for higher turnover of secondhand private markets exposure and assets, as well as the great valuation conundrum.

Interviewee:
Yann Robard, Managing Partner,   Whitehorse Liquidity Partners

Interviewer:
Adam Le, Senior Editor, EMEA, PEI and Secondaries Investor

Yann Robard, Whitehorse Liquidity Partners

Yann Robard

Managing Partner, Whitehorse Liquidity Partners

Read bio
A speaker photo for Adam Le

Adam Le

Senior Editor, EMEA, PEI and Secondaries Investor

Read bio
12:05 - 12:50

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

Bill Kelly, Lori Hall-Kimm, Dana S. Johns, Harj Shoan

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 Association

Panelists:
Lori Hall-Kimm, Senior Managing Director, Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)
Dana Johns,
Head of Private Equity, The New Jersey Department of the Treasury’s Division of Investment
Harj Shoan,
Senior Managing Director, Private Capital, Ontario Teachers’ Pension Plan (OTPP)

A speaker photo for Bill Kelly

Bill Kelly

President & Chief Executive Officer, CAIA Association

Read bio
A speaker photo for Lori Hall-Kimm

Lori Hall-Kimm

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

Read bio
A speaker photo for Dana S.  Johns

Dana S. Johns

Head of Private Equity, New Jersey Department of the Treasury, Division of Investment

Read bio
A speaker photo for Harj Shoan

Harj Shoan

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

Read bio
12:50 - 13:30

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

Tim Tracy, Prasanna Ramaswamy, Ercan Ucak, David Enriquez, Adebisi Oje

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.

Moderator: Tim Tracy, Private Equity Leader, Americas, Ernst & Young 

Panelists: 
Prasanna Ramaswamy, Managing Director, Head of Technology & Data, CPP Investments 
Ercan Ucak, Vice President, Cerberus Capital Management
Adebisi Oje, Sales Director Data, Advanced Analytics & Artificial Intelligence US Financial Services, Microsoft
David Enriquez, Partner, Clipway

A speaker photo for Tim Tracy

Tim Tracy

Private Equity Leader, Americas, Ernst& Young

Read bio
A speaker photo for Prasanna Ramaswamy

Prasanna Ramaswamy

Managing Director, Head of Technology & Data, CPP Investments

Read bio
A speaker photo for Ercan Ucak

Ercan Ucak

Vice President, Cerberus Capital Management

Read bio
A speaker photo for David Enriquez

David Enriquez

Partner, Clipway

Read bio
A speaker photo for Adebisi Oje

Adebisi Oje

Sales Director Data, Advanced Analytics & Artificial Intelligence US Financial Services, Microsoft

Read bio
Networking lunch
13:30 - 14:30

Networking lunch

Plenary sessions | Private Equity International
14:40 - 17:50

Private Equity International | The Big Themes in Private Markets

Graham Bippart

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

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO & Private Equity International

Read bio
14:40 - 15:10

Cross conversation: Coaching up and expanding the tenets for actionable DEI – aligning expectations with empowerment

Marcus Felder, Tarrus Richardson, Toby Mitchenall

From recruitment to development, learn how these titans build the most successful talent pathways to drive strong company performance and create value. Deep dive into identifying and implementing operational interventions that help create opportunities for talent advancement and inclusive business environments.

Moderator:
Toby Mitchenall, Senior Editor, ESG & Sustainability​, New Private Markets

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

A speaker photo for Marcus Felder

Marcus Felder

Principal, Portfolio Operations, Blackstone

Read bio
A speaker photo for Tarrus Richardson

Tarrus Richardson

Founder and CEO, IMB Partners

Read bio
A speaker photo for Toby Mitchenall

Toby Mitchenall

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

Read bio
15:10 - 15:50

Investor panel: The big picture - constructing the alternatives portfolio

Raelan Lambert, Peter Keehn, Robert Mellema, 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.

Moderator:
Raelan Lambert,
Senior Partner and Global Alternatives Leader, Mercer

Panelists:
Peter Keehn,
Senior Managing Director, Private and Alternative Assets, Allstate Investments
Robert Mellema, Managing Director, CPP Investments 
Venus Phillips, Managing Director, The Kresge Foundation

A speaker photo for Raelan Lambert

Raelan Lambert

Global Alternatives Leader, Mercer

Read bio
A speaker photo for Peter Keehn

Peter Keehn

Senior Managing Director, Private and Alternative Assets, Allstate Investments

Read bio
A speaker photo for Robert Mellema

Robert Mellema

Managing Director, CPP Investments

Read bio
A speaker photo for Venus Phillips

Venus Phillips

Managing Director, The Kresge Foundation

Read bio
15:50 - 16:10

Networking break & refreshments

16:10 - 16:50

Panel: The negotiation table

Gregg Gethard, Samantha Davidson, Eric Lang, Ya Tung

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.  

Moderator:
Gregg Gethard,
Reporter, Buyouts

Panelists:
Samantha Davidson, President & Head of Global Investing, Cambridge Associates
Eric Lang, Senior Managing Director, Private Market, Teachers Retirement System of Texas
Ya Tung, Chief Investment Officer, The Jeffries Family Office 

A speaker photo for Gregg Gethard

Gregg Gethard

Reporter, Buyouts

Read bio
A speaker photo for Samantha Davidson

Samantha Davidson

President and Head of Global Investing, Cambridge Associates

Read bio
A speaker photo for Eric Lang

Eric Lang

Senior Managing Director, Private Market, Teachers Retirement System of Texas

Read bio
A speaker photo for Ya Tung

Ya Tung

Chief Investment Officer, The Jefferies Family Office

Read bio
16:50 - 17:30

Panel: Cueing up co-investments – advantages and pitfalls

Carmela Mendoza, Todd Abbrecht, Chris Eckerman, Anne Philpott, Allen Waldrop

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

Moderator:
Carmela Mendoza
, Senior Reporter, Private Equity International 

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
Anne Philpott,
Managing Director, Junior Capital & Private Equity Solutions, Churchill Asset Management
Allen Waldrop, Director of Private Equity, Alaska Permanent Fund Corporation

A speaker photo for Carmela Mendoza

Carmela Mendoza

Senior Reporter, PEI

Read bio
A speaker photo for Todd Abbrecht

Todd Abbrecht

Co-Chief Executive Officer, Thomas H. Lee Partners

Read bio
A speaker photo for Chris Eckerman

Chris Eckerman

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

Read bio
A speaker photo for Anne Philpott

Anne Philpott

Managing Director, Junior Capital & Private Equity Solutions, Churchill Asset Management

Read bio
A speaker photo for Allen Waldrop

Allen Waldrop

Director of Private Equity Investments, Alaska Permanent Fund Corporation

Read bio
Track sessions | Secondaries Investor
14:40 - 17:50

Secondaries

Adam Le

Chaired by:
Adam Le, Senior Editor, EMEA, PEI and Secondaries Investor

A speaker photo for Adam Le

Adam Le

Senior Editor, EMEA, PEI and Secondaries Investor

Read bio
14:40 - 15:10

Fireside chat with Evercore’s Nigel Dawn

Nigel Dawn, Adam Le

The man behind the continuation fund boom” was how one headline described Evercore’s global head of private capital advisory, Nigel Dawn, in 2020. Learn from Dawn the biggest issues in the secondaries market and what’s in store for the future of GP-led and continuation fund transactions. 

Interviewee:
Nigel Dawn
, Senior Managing Director, Head of Capital Advisory Group, Evercore

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

A speaker photo for Nigel Dawn

Nigel Dawn

Senior Managing Director, Head of Capital Advisory Group, Evercore

Read bio
Adam Le, Private Equity International

Adam Le

Senior Editor, EMEA, PEI

Read bio
15:10 - 15:50

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

Adam Le, Tom Kapsimalis, Steve Poliner, Paul Sanabria, Sebastiaan van den Berg

Sponsor-initiated secondaries transactions have grown from a niche area of the market to roughly half of all secondaries trading activity. In 2024, the strategy faces headwinds from regulatory pressures, as well as tailwinds from wider liquidity and distribution issues in the private equity market. What’s the outlook for these deals and where will future growth come from? Optionality for investors or an unnecessary conflict of interest?  

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

Panelists:
Tom Kapsimalis
, Managing Director, Secondaries, CPP Investments
Steve Poliner, Senior Investment Counsel, Teacher Retirement System of Texas
Paul Sanabria, Senior Managing Director & Global Co-Head of Secondaries, Manulife
Sebastiaan van den Berg, Partner, Co-Head GP Equity Solutions, Astorg 

Adam Le, Private Equity International

Adam Le

Senior Editor, EMEA, PEI

Read bio
A speaker photo for Tom Kapsimalis

Tom Kapsimalis

Managing Director, Secondaries, CPP Investments

Read bio
A speaker photo for Steve Poliner

Steve Poliner

Senior Investment Counsel, Teacher Retirement System of Texas (Texas Teachers)

Read bio
A speaker photo for Paul Sanabria

Paul Sanabria

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

Read bio
A speaker photo for Sebastiaan van den Berg

Sebastiaan van den Berg

Partner, Co-Head GP Equity Solutions, Astorg

Read bio
15:50 - 16:10

Networking break & refreshments

16:10 - 16:50

Fireside Chat with David Enriquez, Partner, Clipway

David Enriquez, Madeleine Farman

How should LPs approach the secondaries market?Tips from NYCRS’ former head of PE-come-AI-enhanced secondaries buyer.

David Enriquez, Partner, Clipway

Interviewer:
Madeleine Farman, Senior Reporter, Private Equity International and Secondaries Investor  

A speaker photo for David Enriquez

David Enriquez

Partner, Clipway

Read bio
A speaker photo for Madeleine Farman

Madeleine Farman

Senior Reporter, PEI

Read bio
16:50 - 17:30

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

Mark Boyagi, Tori Buffery, Tjarko Hektor, David Herbers, Ben Perl

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?

Moderator: 
Mark Boyagi, Partner, Investment Funds Group, Kirkland & Ellis LLP 

Panelists:
Tori Buffery, Partner, Morningside Capital
Tjarko Hektor,
Partner, New 2ND Capital
David Herbers, Managing Director, Secondaries Group, Ares Management
Ben Perl, Managing Director and Global Co-Head of Secondary Private Equity, Neuberger Berman

A speaker photo for Mark Boyagi

Mark Boyagi

Partner, Investment Funds Group, Kirkland & Ellis LLP

Read bio
A speaker photo for Tori Buffery

Tori Buffery

Senior Director, Secondaries, Nicola Wealth

Read bio
A speaker photo for Tjarko Hektor

Tjarko Hektor

Partner, New 2ND Capital

Read bio
A speaker photo for David Herbers

David Herbers

Managing Director, Secondaries Group, Ares Management

Read bio
A speaker photo for Ben Perl

Ben Perl

Managing Director and Global Co-Head of Secondary Private Equity, Neuberger Berman

Read bio
Track sessions | Buyouts
14:40 - 17:50

Buyouts

Christopher Witkowsky

Emerging managers & sector specialists 

 Chaired by: Chris Witkowsky, Editor, Buyouts 

A speaker photo for Christopher Witkowsky

Christopher Witkowsky

Editor, Buyouts & PE Hub

Read bio
14:40 - 15:10

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

Kyongdo Min, David Fann

As deal flow begins to pick back up, how do we make the co-investment pace work?  Assess how best to review overallocations, find the solid GP led deals, remain selective and push the right assets as we aim to incorporate a thorough diversification process. We also consider, how GPs are parsing CVs with co-investment opportunities in the midst of this continuation fund rise. 

 Kyongdo Min, Senior Portfolio Manager, Maryland State Retirement and Pension System  

 David Fann, Vice Chairman, Senior Managing Director, Apogem Capital 

A speaker photo for Kyongdo Min

Kyongdo Min

Senior Portfolio Manager, Maryland State Retirement and Pension System

Read bio
A speaker photo for David Fann

David Fann

Vice Chairman, Senior Managing Director, Apogem Capital

Read bio
15:10 - 15:50

Panel Part 2: Building the business case – Success benchmarks for the most innovative emerging managers of 2024

Steve Russo, 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 our emerging managers recreate the investment playbook for collaborating uniquely and delivering on LP expectations. 

 

Moderator: Steve Russo, Executive Director, Indiana Public Retirement System 

Panelists: 

Sherrese Clarke Soares, Founder and Chief Executive Officer, HarbourView Equity Partners 

Stephanie Geveda, Founder and Managing Partner, Coalesce Partners 

Elizabeth Weymouth, Founder and Managing Partner, Grafine Partners

A speaker photo for Steve Russo

Steve Russo

Executive Director, Indiana Public Retirement System

Read bio
A speaker photo for Sherrese Clarke Soares

Sherrese Clarke Soares

Founder & Chief Executive Officer, HarbourView Equity

Read bio
A speaker photo for Stephanie Geveda

Stephanie Geveda

Founder and Managing Partner, Coalesce Partners

Read bio
A speaker photo for Elizabeth Weymouth

Elizabeth Weymouth

Founder and Managing Partner, Grafine Partners

Read bio
15:50 - 16:10

Networking break & refreshments

16:10 - 16:50

Panel: Fund formation and strong performance potential

Robert Blaustein, Tyler Zachem, Kendra Corbett, Alok Singh, Andy Unanue

Panel: The entrepreneurial mindset – Building for strong performance and true partnership potential

The real value creation for LPs- our leaders establish what it takes to: formulate the right team, partner for unique terms and execute on emerging opportunities for sustainable outperformance. 

 

Moderator: 

Robert Blaustein, Partner, Investment Funds Practice Group, Kirkland & Ellis LLP 

Panelists: 

Tyler Zachem, Chief Executive Officer and Founder, Broad Sky Partners  

 Kendra Corbett, Partner, Cloverlay 

Alok Singh, Co-Founder, Chief Executive Officer and Chief Investment Officer, Bridge Growth Partners 

Andy Unanue, Founder and Managing Partner, AUA Private Equity Partners 

 

A speaker photo for Robert Blaustein

Robert Blaustein

Partner, Investment Funds Practice Group, Kirkland & Ellis LLP

Read bio
A speaker photo for Tyler Zachem

Tyler Zachem

Chief Executive Officer and Founder, Broad Sky Partners

Read bio
A speaker photo for Kendra Corbett

Kendra Corbett

Partner, Cloverlay

Read bio
A speaker photo for Alok Singh

Alok Singh

Co-Founder, Chief Executive Officer and Chief Investment Officer, Bridge Growth Partners

Read bio
A speaker photo for Andy Unanue

Andy Unanue

Founder and Managing Partner, AUA Private Equity Partners

Read bio
16:50 - 17:30

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

Carl Williams, Anna Dayn, Neal A. Graziano , Michelle Jacobi

Learn successful, yet unconventional strategies to forming a diverse manager 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.

Moderator: 
Carl Williams, Partner and Co-Founder, Sandbrook Capital 

Panelists:
Anna Dayn, Managing Partner and US Head, New End
Neal Graziano, Managing Director, Private Assets, W.K. Kellogg Foundation
Michelle Jacobi, Managing Director, Gatewood Capital Partners LLC 

A speaker photo for Carl Williams

Carl Williams

Partner and Co-Founder, Sandbrook Capital

Read bio
A speaker photo for Anna Dayn

Anna Dayn

Managing Director, New End

Read bio
A speaker photo for Neal A. Graziano

Neal A. Graziano

Managing Director of Private Investments, W.K. Kellogg Foundation (WKKF)

Read bio
A speaker photo for Michelle  Jacobi

Michelle Jacobi

Managing Director, Gatewood Capital

Read bio
Track sessions | PE Hub
14:40 - 17:50

PE Hub | Dealmaking in 2024

Mary Kathleen (MK) Flynn

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

A speaker photo for Mary Kathleen (MK) Flynn

Mary Kathleen (MK) Flynn

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

Read bio
14:40 - 15:10

Co-Investment Case Study: Explore the biggest opportunities in the Pharma sector

Patrick Jordan, Dean Giovanniello

Learn about the current landscape for biopharma investing including current challenges and opportunities and hear how the complementary skill sets between a GP and LP have led to an accretive decades long partnership in a the highly specialized investment sector that is biotech.

Patrick Jordan, Managing Partner and Chief Operating Officer, NovaQuest Capital Management

Dean Giovanniello, Senior Principal, Financial Institutions Consulting Services, IQVIA

A speaker photo for Patrick  Jordan

Patrick Jordan

Managing Partner and Chief Operating Officer, NovaQuest

Read bio
A speaker photo for Dean  Giovanniello

Dean Giovanniello

Senior Principal, Financial Institutions Consulting Services, IQVIA

Read bio
15:10 - 15:50

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

Matthew Coyne, Zorian Rotenberg , Drew Scielzo, Daniel Perry

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

Moderator: 
Matthew Coyne, Managing Director, Portfolio Advisory, Aksia

Panelists: 
Zorian Rotenberg, Operating Partner – GTM & Revenue Growth, Charlesbank Capital Partners   
Drew Scielzo, Operating Partner, Acon Investments 
Daniel Perry, Director, Sales and Commercial Excellence, Parthenon Capital 

A speaker photo for Matthew Coyne

Matthew Coyne

Managing Director, Portfolio Advisory

Read bio
A speaker photo for Zorian Rotenberg

Zorian Rotenberg

GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners

Read bio
A speaker photo for Drew Scielzo

Drew Scielzo

Operating Partner, ACON Investments

Read bio
A speaker photo for Daniel Perry

Daniel Perry

Director of Sales and Commercial Excellence, Parthenon Capital

Read bio
15:50 - 16:10

Networking break & refreshments

16:10 - 16:50

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

Mary Kathleen (MK) Flynn, Anna Barath, 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.

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

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

A speaker photo for Mary Kathleen (MK) Flynn

Mary Kathleen (MK) Flynn

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

Read bio
A speaker photo for Anna Barath

Anna Barath

Head of Fund Investments, Bite Investments

Read bio
A speaker photo for Kim Hourihan

Kim Hourihan

Chief Investment Officer, CBRE Investment Management

Read bio
A speaker photo for Agha Khan

Agha Khan

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

Read bio
16:50 - 17:30

Panel: The dealmaking sweet spot – life in the lower middle market

Mary Kathleen (MK) Flynn, Kate Faust, Pamela Hendrickson, Andi Klein, Suzanne Yoon

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

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

Panelists:
Kate Faust
, Partner, Rockwood Equity Partners 
Pamela Hendrickson, Vice Chairman, The Riverside Company
Andi Klein, Managing Partner, Head of Triton Smaller Mid-Cap, Triton Partners 
Suzanne Yoon, Founder and Chief Executive Officer, Kinzie Capital Partners 

A speaker photo for Mary Kathleen (MK) Flynn

Mary Kathleen (MK) Flynn

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

Read bio
A speaker photo for Kate Faust

Kate Faust

Partner, Rockwood Equity Partners

Read bio
Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

Read bio
A speaker photo for Andi Klein

Andi Klein

Managing Partner and Head of Smaller Mid-Cap, Triton Partners

Read bio
A speaker photo for Suzanne Yoon

Suzanne Yoon

Founder and Managing Partner, Kinzie Capital Partners

Read bio
End of day 2
17:30 - 18:30

Fireside with Jonathan Gray, President and Chief Operating Officer, Blackstone

Jonathan Gray, Richard Melville

Guest of Honor and Keynote:
Jonathan Gray, President and Chief Operating Officer, Blackstone

Interviewer:
Richard Melville, Editorial Director U.S., PEI Group 

A speaker photo for Jonathan  Gray

Jonathan Gray

President and Chief Operating Officer, Blackstone

Read bio
A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

Read bio
19:15 - 19:15

The Secondaries Investor 10-year anniversary dinner

Agenda

Day 3 - Friday 8th

Day 3 welcome
08:00 - 09:25

Registration and Breakfast

08:30 - 09:25

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.

08:00 - 08:45

International Women’s day breakfast hosted by PEWIN

Hosted by:

Emily Mendell, Executive Director, PEWIN

08:30 - 09:25

Breakfast Briefing: The Wealth Channel – The $80trn opportunity

David Fann, Anna Barath, Carmela Mendoza

As democratization 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.  

Moderator:
Carmela Mendoza,
Senior Reporter, Private Equity International

David Fann, Vice Chairman, Senior Managing Director, Apogem Capital   

Anna Barath, Chief Investment Officer, Bite Investments 

A speaker photo for David Fann

David Fann

Vice Chairman, Senior Managing Director, Apogem Capital

Read bio
A speaker photo for Anna Barath

Anna Barath

Head of Fund Investments, Bite Investments

Read bio
A speaker photo for Carmela Mendoza

Carmela Mendoza

Senior Reporter, PEI

Read bio
08:00 - 15:00

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

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. 

The Editors’ Lounge (Open to all):
Join the conversation in PEI Group’s editorial suite. Be a part of the interviews, podcasts, and videos broadcast live to the editorial sites. 

Networking Lounge (Open to all):  
Book a meeting space, connect, work, or charge your phone. 

Plenary sessions
09:25 - 09:30

Chairperson’s opening remarks

Bill O'Conor

Chairperson:
Bill O’Conor, Managing Director- Americas, PEI Group

A speaker photo for Bill O'Conor

Bill O'Conor

Managing Director, Americas, PEI Group

Read bio
09:30 - 10:05

Keynote Cross Conversation

Chip Kaye, Eneasz Kądziela

With:
Eneasz Kądziela, Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management
Chip Kaye,
Chief Executive Officer, Warburg Pincus

A speaker photo for Chip Kaye

Chip Kaye

Chief Executive Officer, Warburg Pincus

Read bio
A speaker photo for Eneasz  Kądziela

Eneasz Kądziela

Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management

Read bio
Plenary sessions | Private Equity International
10:05 - 13:00

Private Equity International | Global markets

Craig McGlashan

Chaired by:
Craig McGlashan, Editor, PE Hub Europe

A speaker photo for Craig McGlashan

Craig McGlashan

Editor, PE Hub Europe

Read bio
10:05 - 10:50

Delivering true alpha across the globe

Carmela Mendoza, Tadasu Matsuo, Claire Ngo, Sophia Tsai

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

Moderator:
Carmela Mendoza, Senior Reporter, Private Equity International 

Panelists:
Tadasu Matsuo, Managing Director, Head of Global Alternative Investments, Japan Science & Technology Agency
Claire Ngo,
Advisory Director, Temasek
Sophia Tsai,
Managing Director, Trinity Church Wall Street

    

A speaker photo for Carmela Mendoza

Carmela Mendoza

Senior Reporter, PEI

Read bio
A speaker photo for Tadasu Matsuo

Tadasu Matsuo

Managing Director, Head of Global Alternative Investments, Japan Science & Technology Agency (JST)

Read bio
A speaker photo for Claire Ngo

Claire Ngo

Managing Director, Private Equity Fund Investments, Temsasek

Read bio
A speaker photo for Sophia Tsai

Sophia Tsai

Managing Director, Trinity Church Wall Street

Read bio
10:50 - 11:20

Fireside chat: Next steps for an inspiring legacy – Ailman’s view on the energy transition and emerging powerhouses overseas

Christopher Ailman, Carmela Mendoza

The famed Christopher Ailman, a celebrated leader who has empowered, innovated and served laudably as an industry titan, will provide a more nuanced look at where the energy sector is heading, as well as provide insights into the greatest emerging market opportunities internationally as interest in China wanes.

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

Interviewer:
Carmela Mendoza
, Senior Reporter, Private Equity International 

A speaker photo for Christopher Ailman

Christopher Ailman

California State Teachers’ Retirement System (CalSTRS)

Read bio
A speaker photo for Carmela Mendoza

Carmela Mendoza

Senior Reporter, PEI

Read bio
11:20 - 11:50

Networking break and refreshments

11:50 - 12:25

Keynote fireside chat

David Mussafer, Madeleine Farman

Interviewee:
David Mussafer,
Chairman and Managing Partner, Advent International

Interviewer:
Madeleine Farman,
Senior Reporter, Private Equity International and Secondaries Investor

A speaker photo for David Mussafer

David Mussafer

Managing Partner and Chairman, Advent International, L.P.

Read bio
A speaker photo for Madeleine Farman

Madeleine Farman

Senior Reporter, PEI

Read bio
12:25 - 13:00

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

Isabelle Scemama, Richard Melville

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.

Interviewee:
Isabelle Scemama
, Global Head, AXA IM Alts

Interviewer:
Richard Melville,
Editorial Director U.S., PEI Group 

A speaker photo for Isabelle Scemama

Isabelle Scemama

Global Head, Alts, AXA IM Alts

Read bio
A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

Read bio
Track sessions | New Private Markets
10:05 - 13:00

New Private Markets | ESG & Impact Investing

Toby Mitchenall

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

 

A speaker photo for Toby Mitchenall

Toby Mitchenall

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

Read bio
10:05 - 10:50

Founders panel: Private equity’s role in brown to green initiatives on a global scale

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

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. But while the scale of the investment opportunity is vast, the level of uncertainty, as well as technological, political and regulatory risk, is daunting. We speak with founders of established leading private markets firms, whose strategies are driving change in global energy markets, to find out where they believe most attractive risk-adjusted returns can be earned. 

Moderator:
Toby Mitchenall, Senior Editor, ESG & Sustainability​, New Private Markets 

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

A speaker photo for Toby Mitchenall

Toby Mitchenall

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

Read bio
A speaker photo for Joost Bergsma

Joost Bergsma

CEO and Managing Partner, Glennmont Partners from Nuveen

Read bio
A speaker photo for Pierre-Ettienne Franc

Pierre-Ettienne Franc

Chief Executive Officer, Hy24

Read bio
A speaker photo for Doug Kimmelman

Doug Kimmelman

Senior Partner/Founder, Energy Capital Partners

Read bio
A speaker photo for Hans Kobler

Hans Kobler

Founder and Managing Partner, Energy Impact Partners

Read bio
10:50 - 11:20

Panel: Innovative views behind employee shared ownership programs

Daniel Goldstein, Regina Carls, Mark Buchanan

Increased fund performance via shared prosperity? These powerful changemakers provide their perspectives on how to successfully implement ESOPS. 

Leaders:
Daniel Goldstein, Chief Executive Officer, Go ESOP LLC  
Regina Carls, Managing Director, ESOP Advisory Group Head, J.P. Morgan
Mark Buchanan, Managing Director, Head of ESOP, Investment Banking Group 

 

A speaker photo for Daniel Goldstein

Daniel Goldstein

Chief Executive Officer, Go ESOP LLC

Read bio
A speaker photo for Regina Carls

Regina Carls

Managing Director, ESOP Advisory Group Head, J.P. Morgan

Read bio
A speaker photo for Mark Buchanan

Mark Buchanan

Managing Director, Head of ESOP, Investment Bank Group

Read bio
11:20 - 11:50

Networking break & refreshments

11:50 - 12:25

Panel - ESG Experts: Organizing the defense – The future of sustainable investing and fiduciary duty

Toby Mitchenall, Ken Pontarelli, Anna Totdahl

Is the ESG backlash significantly changing how we invest, or is it just political histrionics? What is driving sustainable capitalism? We speak to ESG leaders about how their organisations view anti-ESG rhetoric and whether they are adapting the way they execute their ESG programmes or how they communicate them. Further, what should GPs say – and more importantly what should they not say – to make sure they are on the same page as the LP across the table.

Moderator:
Toby Mitchenall, Senior Editor, ESG & Sustainability​, New Private Markets 

Panelists:
Ken Pontarelli, Global Head of Sustainable Investing, Goldman Sachs Asset Management
Anna Totdahl, Investment Officer, ESG & Sustainability, Oregon State Treasury 

A speaker photo for Toby Mitchenall

Toby Mitchenall

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

Read bio
A speaker photo for Ken Pontarelli

Ken Pontarelli

Global Head of Sustainable Investing, Goldman Sachs Asset Management

Read bio
A speaker photo for Anna Totdahl

Anna Totdahl

Investment Officer - ESG & Sustainability, Oregon State Treasury

Read bio
12:25 - 13:00

The future of impact investing

Toby Mitchenall, Reuben Munger, Andrew Siwo, Jan Ståhlberg

Impact investing has come a long way in a short space of time, with substantial private markets funds being deployed and starting to generate returns for LPs. What do limited partners look for in a leading edge impact fund, where do they fit into a portfolio and what is best practice when it comes to managing impact alongside financial returns? 

Moderator:
Toby Mitchenall, Senior Editor, ESG & Sustainability​, New Private Markets 

Panelists:
Reuben Munger, Managing Partner and Chief Investment Officer, Vision Ridge
Andrew Siwo, Head of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Jan Stahlberg,
Founder & Managing Partner, Trill Impact

A speaker photo for Toby Mitchenall

Toby Mitchenall

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

Read bio
A speaker photo for Reuben Munger

Reuben Munger

Managing Partner, Vision Ridge Partners

Read bio
A speaker photo for Andrew  Siwo

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Read bio
A speaker photo for Jan Ståhlberg

Jan Ståhlberg

Founder & Managing Partner, Trill Impact

Read bio
Track sessions | Venture Capital Journal
10:05 - 13:00

Venture Capital Journal | Venture Capital

Lawrence Aragon

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

A speaker photo for Lawrence Aragon

Lawrence Aragon

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

Read bio
10:05 - 10:50

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

Lawrence Aragon, Mary D'Onofrio, 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.

Moderator:
Lawrence Aragon, West Coast Bureau Chief & Editor, Venture Capital Journal 

Panelists:
Mary D’Onofrio,
Partner, Bessemer Venture Partners
Max Miller, Managing Director, Growth Equity, CPPIB
Rudina Seseri, Founder and Managing Partner, Glasswing Ventures

A speaker photo for Lawrence Aragon

Lawrence Aragon

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

Read bio
A speaker photo for Mary D'Onofrio

Mary D'Onofrio

Partner, Bessemer Venture Partners

Read bio
A speaker photo for Max Miller

Max Miller

Managing Director, Growth Equity, CPP Investments

Read bio
A speaker photo for Rudina Seseri

Rudina Seseri

Founder and Managing Partner, Glasswing Ventures

Read bio
10:50 - 11:20

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

A speaker photo for Amol Helekar

Amol Helekar

General Partner, TCV

Read bio
A speaker photo for Allen Waldrop

Allen Waldrop

Director of Private Equity Investments, Alaska Permanent Fund Corporation

Read bio
11:20 - 11:50

Networking break amp; refreshments

11:50 - 12:25

Keynote cross conversation: Growing the mission – A powerful VC partnership for impact investing

Lorine Pendleton, Wole Coaxum

As a seasoned VC, advisor, attorney and accomplished leader, Lorine Pendleton deep dives into MoCaFi’s infrastructure is a turnkey fintech platform for government and philanthropic organizations to provide individuals and families with cash assistance, mobile banking, and financial programming that create pathways to wealth led by the brilliant executive Wole Coaxum. Learn the green flags for fast growth potential and strong impact investing, as Lorine explains the “why’s and how’s” behind her Portfolia Rising America Fund’s success, as they invest in this great company.  

Lorine Pendleton, Founder & Managing Partner, 125 Ventures
Wole Coaxum, Founder and Chief Executive Officer, MoCaFi

 

A speaker photo for Lorine Pendleton

Lorine Pendleton

Founder & Managing Partner, 125 Ventures

Read bio
A speaker photo for Wole Coaxum

Wole Coaxum

Chief Executive Officer, MoCaFi

Read bio
12:25 - 13:00

Panel: Adaptation, defense…assessing the 2024 climate lexicon and VC appetite

Lawrence Aragon, Zach Barasz, Lydia Guett, Dr. Lucas Joppa, Veronica Li

Coming off of a year of highs and lows for climate ventures, we assess the growth ecosystem and the market/geopolitical  conditions that will enable or inhibit the most anticipated climate tech. 

Moderator:
Lawrence Aragon, West Coast Bureau Chief & Editor,  Venture Capital Journal 

Panelists:
Zach Barasz,
Partner, G2 Venture Partners
Lydia Guett, Head of Growth, Systemiq Capital
Dr. Lucas Joppa,
Chief Sustainability Officer and Senior Managing Director, Haveli Investments
Veronica Li, Head of North America, Primavera Capital Group 

A speaker photo for Lawrence Aragon

Lawrence Aragon

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

Read bio
A speaker photo for Zach Barasz

Zach Barasz

Partner, G2 Venture Partners

Read bio
A speaker photo for Lydia Guett

Lydia Guett

Head of Growth, Systemiq Capital

Read bio
A speaker photo for Dr. Lucas Joppa

Dr. Lucas Joppa

Chief Sustainability Officer and Senior Managing Director, Haveli Investments

Read bio
A speaker photo for Veronica Li

Veronica Li

Head of North America, Primavera Capital Group

Read bio
Track sessions | Private Debt Investor
10:05 - 13:00

Private Debt Investor | Private Credit

Robin Blumenthal

Chaired by:
Robin Blumenthal, Americas Editor, Private Debt Investor 

Robin Blumenthal Private Debt Investor

Robin Blumenthal

Editor, Private Debt Investor

Read bio
10:05 - 10:50

Panel: Key trends shaping the future of private debt

Robin Blumenthal, Chris Semple, Mike Bologna, Grady Frank

Private debt appears better positioned and compared with other asset classes, with robust fundraising and strong returns, despite a challenging climate. Further explore the private debt landscape that is shaping our investment decisions.  

Moderator:
Robin Blumenthal
, Senior Editor, Private Debt Investor 

Panelists:
Michael Bologna,
Chief Investment Officer, NovaQuest Capital Management

Grady Frank, Partner and Head of Private Credit Origination, GoldenTree Asset Management 
Chris Semple, Partner, US Credit, Crestline 

Robin Blumenthal Private Debt Investor

Robin Blumenthal

Editor, Private Debt Investor

Read bio
A speaker photo for Chris Semple

Chris Semple

Partner, US Credit

Read bio
A speaker photo for Mike Bologna

Mike Bologna

Chief Investment Officer at NovaQuest Capital Management

Read bio
A speaker photo for Grady Frank

Grady Frank

Partner and Head of Private Credit Origination, Goldentree

Read bio
10:50 - 11:20

Keynote Cross Conversation: End of Easy Money -Executing the Vision via Flexible Capital Solutions

Robin Blumenthal, David Miller, John Stott, Bryan High

Panel: End of Easy Money -Executing the Vision via 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 as strong alternative for companies with customized needs. 

Moderator: Robin Blumenthal, Senior Editor, Private Debt Investor 

 

Panelists: 

David Miller, Global Head of Private Credit & Equity, Morgan Stanley 

John Stott, Partner, Arctos Partners 

Bryan High, Head of Capital Solutions, Barings  

Robin Blumenthal Private Debt Investor

Robin Blumenthal

Editor, Private Debt Investor

Read bio
A speaker photo for David Miller

David Miller

Global Head of Private Credit & Equity, Morgan Stanley

Read bio
A speaker photo for John Stott

John Stott

Partner, Arctos Partners

Read bio
A speaker photo for Bryan High

Bryan High

Head of Capital Solutions, Barings

Read bio
11:20 - 11:50

Networking break amp; refreshments

11:50 - 12:25

Fireside Chat with Daniel Pietrzak

Daniel Pietrzak, Robin Blumenthal

Fireside Chat with Daniel Pietrzak, Partner, Global Head of Private Credit, KKR 

 

Interviewer: Robin Blumenthal, Americas Editor, Private Debt Investor 

A speaker photo for Daniel Pietrzak

Daniel Pietrzak

Member, KKR

Read bio
Robin Blumenthal Private Debt Investor

Robin Blumenthal

Editor, Private Debt Investor

Read bio
00:25 - 13:00

Panel: NAV loans on the rise

Graham Bippart, Milwood Hobbs Jr., Felix Zhang

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.

Moderator:
Graham Bippart, Senior Editor, Capital Markets and Compliance, Private Equity International  

Panelists:
Felix Zhang, Partner, Alternative Credit, Ares Management
Milwood Hobbs, Jr.,
Managing Director and Head of Sourcing & Origination, Oaktree Capital

 

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO & Private Equity International

Read bio
A speaker photo for Milwood  Hobbs Jr.

Milwood Hobbs Jr.

Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management

Read bio
A speaker photo for Felix Zhang

Felix Zhang

Partner, Alternative Credit, Ares Management

Read bio
Refreshments and depart for activities or join interactive brainstorming sessions over lunch
13:00 - 15:00

Lunch roundtables

Lunch Roundtables 

  1. Future-proofing your asset allocations for best-in-class portfolio construction 
  2. Negotiating for transparency and value creation
  3. Going beyond leveraged buyouts to create a thriving business
  4. DE&I benchmarks for high-yield investment teams and partners
  5. LP Checks and balances: Creating cohesion with advisory committee & the board  
  6. Addressing challenges to the legacy: New-gen plans for SRI and ESG 
  7. NAV Financing vs. Continuation Funds – Pros and Cons
  8. Forward Thinking: Assessing the current regulatory environment to determine future implications 
  9. Succession planning: Investing in leadership continuity 
  10. Top-rated benchmarks for identifying promising emerging managers 
  11. Structuring co-investments for greater transparency, control, and higher return potential
  12. The key return differentiator – Enhancing portfolio performance during the holding period
15:00 - 15:00

Content concludes

“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 2024 advisory board

Will Adams

Chief Investment Officer, Blackneck Advisors

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)

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, Go ESOP LLC

William J. Kelly

President & CEO, CAIA

Adam Le

Senior Editor, EMEA, PEI and Secondaries Investor

Matthew Liposky

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

Amy C. McGarrity

Interim Executive Director, Chief Investment Officer, Colorado PERA

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

Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council

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

Connect with the right people at the right time

The tailored networking experience at NEXUS began on March 6th and extended well beyond the Summit. We put a unique combination of tools at your fingertips – PEI’s unrivalled data and the latest matching technology – to ensure you connect with the right people at NEXUS.

Better connections start at NEXUS.

  • The world-class meetings app will match and connect you to the right investors.
  • Our onsite networking team will help build your meeting and activities schedule.
  • Access to investor profiles will allow you to schedule the right meetings with confidence and enjoy better quality conversations.
  • Leverage social events to network with new people.

Ready to take your networking to the next level?

Register Interest 2025

Day 1 - March 6th

Investor leadership council

In a closed-door setting, world-leading negotiation expert and author, Chris Voss will demonstrate how institutional investors can sharpen their skills in negotiating T&Cs with managers. The keynote panel will share insight into how leading investors are approaching portfolio construction in the current climate, finishing with roundtable discussions over lunch.

Grande Lakes outdoor

Grand opening gala reception

Between 1-6pm, enjoy good food and drinks on the Valencia Lawn overlooking the Grande Lakes, 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. Meet and greet sessions will take place in the VIP area.

The evening is on us! 

Take your evening meetings and networks in any of the JW bars and the drinks are on us! Just present your badge at the bar.

Day 2 - March 7th

The Board Room

Provided exclusively for our Institutional Executives to continue to build relationships with other LPs in a quiet, closed door setting. (By invitation – LPs only).

The Editors’ Suite and Networking Lounge

You’ll hear it first in the Editor’s Suite – where our team of journalists will engage top industry experts in off-stage interviews. The networking lounge next door will allow for one-to-one meetings, all bookable through the meetings app. (Open to all)

NEXUS investor Dinner

Secondaries Investor 10-year anniversary dinner

Celebrate Secondaries Investor’s 10 year anniversary with Senior Editor, Adam Le. Expand your connections and discuss the continued evolution of secondaries over a VIP private sit-down dinner. (By invitation).

Day 3 - March 8th

Ritz Carlton Golf Course

Charity Golf 

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.

JW Garden to Table

Farm to Table cooking experience

Experience a farm to fork dining experience, pick your own ingredients and cook your own lunch!

Institutional investor roundtables

Deep dive and expand upon the topics that matter most to investors.

Who you met in 2024

NEXUS 2024 assembled the foremost companies, offering a chance to interact with crucial decision-makers responsible for managing $30+ trillion in LP capital.

Experience the pinnacle of private equity in North America. Connect with a network of over 500 influential investors and managers within the asset class.

See all 2024 attendees

Preliminary attendee list

“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