International
NEXUS 2024
6 - 8 March 2024,
JW Marriott Orlando, Grande Lakes
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.
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
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
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
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…
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.
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
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…
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…
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 way to also “catch up” on their market views while meeting the senior folks in a well-attended and organized setting.
Our esteemed 2024 speaker lineup
Lamar Taylor
Interim Executive Director & Chief Investment Officer, State Board of Administration of Florida
Elizabeth Burton
Managing Director and Senior Client Investment Strategist, Client Solutions Group, Goldman Sachs Asset Management
Marion N. Chebet, MBA
Senior Portfolio Manager, Director of Impact Investing, Johnson Financial Group
Chris Eckerman
Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Dr. Indermit Gill
Senior Vice President of Development Economics and Chief Economist of the World Bank Group
Lori Hall-Kimm
Senior Managing Director & Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)
Milwood Hobbs Jr.
Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Eneasz Kądziela
Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management
Matthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Tadasu Matsuo
Managing Director, Head of Global Alternative Investments, Japan Science & Technology Agency (JST)
Steven Meier
Chief Investment Officer & Deputy Comptroller for Asset Management, New York City Retirement Systems
Adebisi Oje
Sales Director Data, Advanced Analytics & Artificial Intelligence US Financial Services, Microsoft
Anne Philpott
Managing Director, Junior Capital & Private Equity Solutions, Churchill Asset Management
Paul Sanabria
Senior Managing Director & Global Co-Head of Secondaries, Manulife Investment Management
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Robert "Vince" Smith
Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council
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.
Agenda
Day 1 - Wednesday 6th
LP Council Registration Opens
Negotiation Presentation: The Newfound Power
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
Chris Voss
Founder & Chief Executive Officer of The Black Swan Group & Former Lead FBI Negotiator
Read bioKeynote panel: Top of mind 2024 – re-strategizing the portfolio and optimizing due diligence in the market landscape
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
Scott Anderson
Chief Investment Officer, North Dakota Retirement and Investment Office (RIO)
Read bioMatthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Read bioRobert "Vince" Smith
Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council
Read bioLamar Taylor
Interim Executive Director & Chief Investment Officer, State Board of Administration of Florida
Read bioLunch and Presentation: Leading with leverage – The power playbook to gaining the most optimal fund terms
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
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
PEI Center Stage
1:15pm PEI Center Stage: Hosted by Bill O’Conor, Managing Director– Americas, 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.
Dr. Indermit Gill
Senior Vice President of Development Economics and Chief Economist of the World Bank Group
Read bioInvestor advisory board dinner (by invitation)
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
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.
Registration and Breakfast
Chairperson’s opening remarks
Chairperson:
Richard Melville, Editorial Director U.S., PEI Group
Keynote investor panel: “In-the-know” investors: The five themes impacting allocations in 2024
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
Lamar Taylor
Interim Executive Director & Chief Investment Officer, State Board of Administration of Florida
Read bioFireside chat
Interviewee:
David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group
Interviewer:
Toby Mitchenall, Senior Editor, ESG & Sustainability, New Private Markets
Keynote GP panel: Executive Insights into the U.S. economy, high growth strategies and transparent partnerships
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
Networking break & refreshments
Fireside chat: Turning Great Innovators into Great Businesses with Orlando Bravo Co-Founder & Managing Partner, Thoma Bravo
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
Fireside chat: At the forefront of secondaries innovation
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
Investor panel: The portfolio design work – Is PE delivering the highest level of return for the given risk?
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)
Lori Hall-Kimm
Senior Managing Director & Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)
Read bioDana S. Johns
Head of Private Equity, New Jersey Department of the Treasury, Division of Investment
Read bioHarj Shoan
Senior Managing Director, Private Capital, Ontario Teachers’ Pension Plan (OTPP)
Read bioPanel: Revolutionizing engagement with the market: Does AI deserve a seat on the investment board?
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
Adebisi Oje
Sales Director Data, Advanced Analytics & Artificial Intelligence US Financial Services, Microsoft
Read bioNetworking lunch
Private Equity International | The Big Themes in Private Markets
Chaired by:
Graham Bippart, Editor, Private Funds CFO & Private Equity International
Cross conversation: Coaching up and expanding the tenets for actionable DEI – aligning expectations with empowerment
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
Investor panel: The big picture - constructing the alternatives portfolio
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
Networking break & refreshments
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.
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
Panel: Cueing up co-investments – advantages and pitfalls
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
Secondaries
Chaired by:
Adam Le, Senior Editor, EMEA, PEI and Secondaries Investor
Fireside chat with Evercore’s Nigel Dawn
“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
Keynote panel: The state of play for GP-led secondaries
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
Networking break & refreshments
Fireside Chat with David Enriquez, Partner, Clipway
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
Panel: Are continuation funds on the path to continual growth?
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
Ben Perl
Managing Director and Global Co-Head of Secondary Private Equity, Neuberger Berman
Read bioBuyouts
Emerging managers & sector specialists
Chaired by: Chris Witkowsky, Editor, Buyouts
Keynote fireside chat: Explore the biggest opportunities in the healthcare sector
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
Panel Part 2: Building the business case – 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 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
Networking break & refreshments
Panel: Fund formation and strong performance potential
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
Alok Singh
Co-Founder, Chief Executive Officer and Chief Investment Officer, Bridge Growth Partners
Read bioPanel: The competitive advantage - Broadening diversification for best in class emerging manager programs
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
PE Hub | Dealmaking in 2024
Chaired by:
Mary Kathleen (MK) Flynn, Editor-in-Chief, PE Hub & PE Hub Europe
Co-Investment Case Study: Explore the biggest opportunities in the Pharma sector
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
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
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
Zorian Rotenberg
GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners
Read bioNetworking break & refreshments
Keynote panel: The key to succeed – upgrading the sourcing model
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
Agha Khan
Managing Director & Managing Director and Co-Head of Private Equity, Stone Point Capital
Read bioPanel: The dealmaking sweet spot – life in the lower middle market
Deep dive into where to find the most compelling returns and flexibility in exit plans, sale drivers, and sectors ripe for dealmaking.
Moderator:
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
Fireside with Jonathan Gray, President and Chief Operating Officer, Blackstone
The Secondaries Investor 10-year anniversary dinner
Agenda
Day 3 - Friday 8th
Registration and Breakfast
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.
International Women’s day breakfast hosted by PEWIN
Hosted by:
Emily Mendell, Executive Director, PEWIN
Breakfast Briefing: The Wealth Channel – The $80trn opportunity
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
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.
Chairperson’s opening remarks
Chairperson:
Bill O’Conor, Managing Director- Americas, PEI Group
Keynote Cross Conversation
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
Private Equity International | Global markets
Chaired by:
Craig McGlashan, Editor, PE Hub Europe
Delivering true alpha across the globe
Can institutions still expand far beyond their borders, or is the era of globalization over – and what does that mean for investment strategies?
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
Tadasu Matsuo
Managing Director, Head of Global Alternative Investments, Japan Science & Technology Agency (JST)
Read bioFireside chat: Next steps for an inspiring legacy – Ailman’s view on the energy transition and emerging powerhouses overseas
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
Networking break and refreshments
Keynote fireside chat
Interviewee:
David Mussafer, Chairman and Managing Partner, Advent International
Interviewer:
Madeleine Farman, Senior Reporter, Private Equity International and Secondaries Investor
Fireside chat: The 2025 economic outlook – a geopolitical focus to planning both investments and divestments
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
New Private Markets | ESG & Impact Investing
Chaired by:
Toby Mitchenall, Senior Editor, ESG & Sustainability, New Private Markets
Founders panel: Private equity’s role in brown to green initiatives on a global scale
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
Panel: Innovative views behind employee shared ownership programs
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
Networking break & refreshments
Panel - ESG Experts: Organizing the defense – The future of sustainable investing and fiduciary duty
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
The future of impact investing
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
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Read bioVenture Capital Journal | Venture Capital
Chaired by:
Lawrence Aragon, West Coast Bureau Chief & Editor, Venture Capital Journal, PEI Group
Panel: The improved VC playbook – Expanding the pillars of innovation
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
Dual perspective case study: Accelerate growth at all costs
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
Networking break amp; refreshments
Keynote cross conversation: Growing the mission – A powerful VC partnership for impact investing
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
Panel: Adaptation, defense…assessing the 2024 climate lexicon and VC appetite
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
Dr. Lucas Joppa
Chief Sustainability Officer and Senior Managing Director, Haveli Investments
Read bioPrivate Debt Investor | Private Credit
Chaired by:
Robin Blumenthal, Americas Editor, Private Debt Investor
Panel: Key trends shaping the future of private debt
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
Keynote Cross Conversation: End of Easy Money -Executing the Vision via Flexible Capital Solutions
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
Networking break amp; refreshments
Fireside Chat with Daniel Pietrzak
Panel: 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.
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
Lunch roundtables
Lunch Roundtables
- 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
- LP Checks and balances: Creating cohesion with advisory committee & the board
- Addressing challenges to the legacy: New-gen plans for SRI and ESG
- NAV Financing vs. Continuation Funds – Pros and Cons
- Forward Thinking: Assessing the current regulatory environment to determine future implications
- 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
- The key return differentiator – Enhancing portfolio performance during the holding period
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
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)
Matthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
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
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?
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.
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)
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
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.
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.
“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
Pre-Event Resources
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.
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
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.
Easily apply for a pass and a member of our team will be in touch to confirm your eligibility.
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.
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.
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…
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…
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…
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 year.
Adam Le
Private Equity International & Secondaries Investor
Vaibhav Kalia
Selective Insurance
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.
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…
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…
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…
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 year.
Adam Le
Private Equity International & Secondaries Investor
Vaibhav Kalia
Selective Insurance
Determine how PE should fit in your portfolio
NEXUS 2024 was a pivotal event for institutional investors to connect with peers and managers to navigate the ever-changing private equity landscape.
The innovative agenda, which was crafted in conjunction with content partner ILPA, allowed attendees to swap notes with 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.
Attendees also heard from the world’s largest managers on their investment priorities, build new GP relationships, and meet with your current managers to learn how they are prioritizing your capital in 2024 and beyond.
Asset Owner 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.
Meet our 2024 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
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
Co-Chief Executive Officer
KKR
Key networking sessions included:
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.
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.
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.
Trusted by 11,000+ global private equity organizations, including
Your complimentary Asset Owner pass
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.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Connect with an LP audience like no other
NEXUS 2024 gathered the most influential LPs that you will see at any event in the US, giving attendees the chance to connect with decision-makers representing more than $30trn of LP capital.
As fundraising continues to be difficult, the summit was your best 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
The NEXUS difference is Private Equity International’s deep connection with the LPs and GPs driving the asset class. The room is guaranteed to be filled with LPs actively allocating capital to private equity strategies thanks to our strict vetting process.
An unrivaled speaking faculty
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
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
Co-Chief Executive Officer
KKR
Key networking sessions included:
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.
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.
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.
Trusted by 11,000+ global private equity organizations, including
Determine how PE should fit in your portfolio
With Family Office and Wealth Management capital becoming increasingly influential in private equity, leaders gathered at NEXUS 2024 to learn, network, make connections and do better business.
As public markets continue to be volatile, NEXUS offered the tools to effectively allocate your wealth to private equity strategies in a way that suits your investment principles.
Attendees heard 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. The innovative agenda, which was crafted in conjunction with content partner ILPA, allowed attendees to swap notes with peers and institutional investors in a closed-door setting.
Asset Owner 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 peers.
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
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
Co-Chief Executive Officer
KKR
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.
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.
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.
Trusted by 11,000+ global private equity organizations, including
Meet with the entire private equity industry in one place
NEXUS is the most efficient and effective way to meet investors, fund managers and industry leaders to drive your future success.
Attendees participated in networking sessions, thought leadership and other activities to establish enduring connections and achieve their business objectives.
Candid conversations that give insight into biggest challenges you can help solve
A unique opportunity to meet with over 800 LPs and GPs in one place.
Use the attendee profiles online to identify who you want to meet with and book your meetings in advance to guarantee efficient use of your time.
Take part in both formal and informal networking to build long-lasting relationships.
Showcase your expertise to an engaged and highly relevant audience of high-quality fund managers and investors.
Gain access to a private meeting suite to host your meetings throughout the event, or have an exhibition table in the main networking area.
Opportunity to gain exposure to the event audience and across the engaged subscriber base of Private Equity International, PE Hub, Buyouts, New Private Markets, Secondaries Investor and Venture Capital Journal.
Trusted by 11,000+ global private equity organizations, including
Connect with an LP audience like no other
NEXUS 2024 enabled our subscribers to navigate the difficult fundraising conditions and unprecedented exit environment through a superior learning and networking program you can’t find anywhere else.
The summit gathered the most influential LPs that you will see at any event in the US, with decision-makers representing more than $30trn of LP capital.
PLUS – members of PEI Group subscribing firms can attend NEXUS with significant savings on their tickets.
There has never been a better time to come together as an industry and NEXUS 2024 was your best 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
An unrivaled speaking faculty
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
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
Co-Chief Executive Officer
KKR
Key networking sessions included:
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.
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.
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.
Trusted by 11,000+ global private equity organizations, including
Venue and hotel
JW Marriott Orlando, Grande Lakes
4040 Central Florida Parkway
Orlando, FL 32837, United States
PEI Group room block is currently sold out. Please click here to view additional accommodations.
Elevate your experience with:
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.
PGA quality golf course
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.
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.
Attending Companies
NEXUS 2024 brings together the most influential companies you’ll encounter at any US event, providing you with an opportunity to engage with key decision-makers overseeing over $30 trillion in LP capital.
Be at the premier destination for private equity in North America. Join over 500 of the most influential investors, managers, and service providers in the asset class.
An unrivaled speaking faculty
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
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.