2022 Agenda
2022 Conference Agenda
(All times listed in ET)
LP Breakfast
Welcome
- William A. Goodloe**, President & CEO, SEO
- Kelly Williams, Founding Chair & Co-Chief Executive Officer, Private Equity Women Investor Network (PEWIN)
Introduction
- Kathlika Fontes, Director of Investor Relations, Grain Management
Fireside Chat
- Julian C. Salisbury**, Global Co-Head of Asset Management, Goldman Sachs
- Kimberly Sargent, Chief Investment Officer, The David & Lucile Packard Foundation
8:30 AM
General Registration Begins
Opening Session
General Welcome
- William A. Goodloe**, President & CEO, SEO
Emcee
- Renae Griffin, Managing Director, GCM Grosvenor
9:45 AM - 10:35 AM
Plenary Session
Family Offices, Endowments & Foundations Roundtable
- Kevin Naughton (Moderator), Managing Director and Chief Capital Formation & Investor Relations Officer, Grain Management
- Peter Ammon, Chief Investment Officer, Penn Office of Investments
- Michael Buchman, Vice President & Chief Investment Officer, Conrad N. Hilton Foundation
- David Chiang, Chief Investment Officer, Pritzker Family Foundations
- Caixia Ziegler, Managing Director of Real Assets, MacArthur Foundation
10:45 AM - 11:35 AM
Breakout Sessions
Running Concurrently
(I) Credit: Manager Investment Insights (Breakout Room 1)
Leading Credit Fund Managers will provide insights to the current market and outline the opportunities their strategies look to capture amid today’s volatile market landscape.
- Ian Palmer (Moderator), Managing Director, PSP Investments
- Robert Galeano, Head of Investor Relations, Standard General
- Bryn Gostin, Managing Director, Capital Dynamics
- Robert O’Leary, Global Co-Portfolio Manager & Head of North America, Oaktree Capital Management
- Sengal Selassie*, Chief Executive Officer & Founder, Brightwood Capital Advisors
(II) The Hedge Fund Investment Landscape (Breakout Room 2)
Leading hedge fund managers from a diverse set of investment specialties will share their insights on opportunities in the current market that are best captured through hedge fund strategies.
- Karen Eifler (Moderator), Vice President, Head of Marketable Securities, Children’s Hospital of Philadelphia
- William Heard, Chief Executive Officer & Chief Investment Officer, Heard Capital
- Kevin Reevey, Senior Research Analyst, Elizabeth Park Capital Management
- Gregory Rudin, Principal, The Baupost Group
- Fernando Vigil*, Founder & Chief Investment Officer, Teca Partners
(III) Private Equity: Macro Environment and Return to Fundamentals (Breakout Room 3)
In 2021, the Private Equity industry continued to see valuations rise as the economy recovers from Covid-19 and dry powder climbs to record levels. In light of recent macro events, our panelists discuss how they are thinking about managing their portfolios, and where they see the industry going in 2022 and beyond.
- Lindsay Creedon (Moderator), Partner, StepStone Group
- Joseph Haslip, Managing Director, Valor Equity Partners
- Nik Shah, Managing Partner & Co-Founder, Cohere Capital
- Suni Sreepada, Partner, Ropes & Gray
- Afaf Ibraheem Warren*, Principal, Siris Capital Group
(IV) Venture Capital: The Evolution of Stage-Specific Venture Investing (Breakout Room 4)
As Venture Capital matures as an asset class, historical stage-specific investing (e.g., a fund’s focus on a specific stage of entry like a Series A) has evolved, creating new classes of investors and setting new risk-reward paradigms for LPs. This panel will explore the evolutions of stage-specific venture investing, and what that means for the future of the industry and asset class.
- Vardan Gattani (Moderator), Vice President, 645 Ventures
- Matt Brennan, General Partner, TCV
- John Kim, Managing Director, General Catalyst
- Rebecca Liu-Doyle, Managing Director, Insight Partners
- Dr. Kola Olofinboba, Managing Partner, Fairview Capital Partners
11:45 AM - 12:35 PM
Breakout Sessions
Running Concurrently
(I) Continuation Funds & Other GP-Led Secondaries (Breakout Room 1)
Continuation funds along with other structures have fostered a surge in growth of the GP-led secondaries market as more funds have looked at this as a portfolio management tool and an alternative to traditional exit routes. This session will deep dive into what this means for buyers, sponsors, and LPs and where this market may be headed.
- Allen Ruiz* (Moderator), Managing Director, Private Assets, Barings
- Joseph Goldrick, Partner, Adams Street Partners
- Daryl Li, Senior Managing Director, Ardian
- Rajesh Senapati, Managing Director, HarbourVest Partners
- John Wang, Counsel, Ropes & Gray
(II) Impact Investing in Uncertain Times (Breakout Room 2)
This panel will explore the role of alternatives in impact investing as we emerge from a world of pandemic and geopolitical tensions. It will discuss the diversity of approaches to impact investing among the panelists as well as the role of diversity within each organization’s approach.
- Mikiyon Alexander (Moderator), Senior Director, Fitch Ratings
- Kunle Apampa, Director and Head of Client Advisory & Partnerships, Capricorn Investment Group
- Mark Longstreth, Partner, Newlight Partners
- Katie Moore Sobuto, Managing Director, Hamilton Lane
- Derrick Weatherspoon, Director & Senior Portfolio Manager, BlackRock
(III) GP Stakes (Breakout Room 3)
General Partner stakes in Private Equity businesses with a dynamic discussion around the history/evolution of GP stakes, how panelists identify businesses to invest in, incentives for businesses to give up equity, and outlook/areas of opportunities for the next generation of Private Equity businesses.
- Bora Lim (Moderator), Director, Bank of America
- Stephen Cammock*, Executive Director, GCM Grosvenor
- Gustavo Cardenas*, Managing Director, Wafra
- Mustafa Siddiqui, Senior Managing Director, Blackstone
(IV) Navigating Today’s Robust Fundraising Environment (Breakout Room 4)
This panel will explore the ever-changing relationship between General Partners (GPs) and Limited Partners (LPs), as GPs of all sizes seek to raise new funds with record and increasing velocity. It will discuss how LPs are becoming increasingly selective in a crowded market, the potential impact on the GP landscape and how GPs can set themselves apart in this very competitive environment.
- Rishi Chhabria (Moderator), Partner, Campbell Lutyens
- Greg Jania, Global Co-Head of Private Equity, APG Asset Management
- Prital Kadakia, Partner, Serent Capital
- David Perez, Co-Founder & Managing Partner, Avance Investment Management
- Chirag H. Shah*, Senior Portfolio Manager, Alaska Permanent Fund Corporation
12:50 PM - 1:35 PM
Plenary Session
Fireside Chat
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, KKR
- General Stan McChrystal (US Army, Ret.), Founder & Chief Executive Officer, McChrystal Group
1:35 PM - 1:50 PM
Lunch & Reginald F. Lewis Award
Introduction
- William A. Goodloe**, President & CEO, SEO
Presented By
- Loida N. Lewis, Chair, Reginald F. Lewis Foundation
Presented To
- Orlando Bravo**, Co-Founder & Managing Partner, Thoma Bravo
1:50 PM - 2:35 PM
Lunch & Reginald F. Lewis Award
Fireside Chat
- Orlando Bravo**, Co-Founder & Managing Partner, Thoma Bravo
- Anastasia Titarchuk, Chief Investment Officer, New York State Common Retirement Fund
2:35 PM - 2:50 PM
Networking Break
2:50 PM - 3:40 PM
Breakout Sessions
Running Concurrently
(I) Career: Breaking Into Alternative Investments (Breakout Room 1)
An insightful discussion around uncovering and landing job opportunities within the Alternative Investments sector. With the space becoming increasingly competitive, learning the industry landscape and developing a blueprint for navigating the recruiting process are key to securing these opportunities.
- Jennifer Nichols, Vice President, HCM, Sixth Street
- Talar Angacian, Principal, Henkel Search Partners
- Katherine Brackendorff Boyd, Recruiter, CPI
- Stacy Levine, Partner, Amity Search Partners
- Yoan Dipita N’Komba, Vice President, Warburg Pincus
(II) Investing in Emerging & Diverse Managers: Insights from Active Investors (Breakout Room 2)
An insightful discussion around Emerging & Diverse Manager investing – one of the fastest growing sectors within the Alternative Investments space. This session will explore emerging and diverse manager initiatives across a diverse set of investment strategies each targeting this sector in their own unique way.
- Angela Matheny (Moderator), Director of Investment Staff & Diverse Manager Equity, Crewcial Partners
- Dr. Tara Bishop, Founder, Black Opal Ventures
- André Rice, President, Muller & Monroe Asset Management
- Bharath Srikrishnan, Managing Partner & Founder, BharCap Partners
- Eric Taylor, Founder & Chief Executive Officer, Trident
(III) Assessing Opportunity in Today’s Emerging Markets (Breakout Room 3)
The emerging trends have shifted over the past decade while institutional investment exposure to these growing economies has dramatically increased. Our distinguished panel of emerging market investors will offer their perspectives on new opportunities and how they are managing risks in the current environment.
- Joanne Yoo (Moderator), Partner, Development Partners International
- Lauren Cochran, Vice President of Equity and Investment Funds, DFC
- Arjuna Costa, Managing Partner, Flourish Ventures
- Sophia Tsai, Managing Director, Trinity Wall Street
(IV) Investing During the Pandemic; How Successful Real Estate Investors Are Approaching the Market in 2022 (Breakout Room 4)
Accomplished commercial real estate investors will provide insights into the opportunity set for their strategies and how they are positioned amid today’s changing landscape. Panelists will also highlight their edge in identifying attractive investments across sectors of the commercial real estate market.
- Andrew Siwo (Moderator), Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
- Ravi Anand, Executive Vice President, Portfolio Manager, PIMCO
- Nora Creedon, Managing Director, Goldman Sachs Asset Management
- James Simmons, Chief Executive Officer & Founding Partner, Asland Capital Partners
- Shaunak Tanna, Head of Structured Investments, Basis Investment Group
3:55 PM - 4:45 PM
Plenary Session
Public Pension & Endowment Roundtable
- Patricia Miller Zollar (Moderator), Managing Director, Neuberger Berman
- Kathryn Gernert, Managing Director, Texas Permanent School Fund
- Michael Haddad, Interim Deputy Comptroller for Asset Management & Chief Investment Officer, Office of New York City Comptroller
- Kirk Sims, Head of Emerging Manager Program, Teacher Retirement System of Texas
4:45 PM - 6:00 PM
Networking Cocktail Reception
All Day
Networking
1:1 LP/GP Meetings
* Indicates SEO alum
** Indicates SEO Board Member
