Limited Partner Leadership Breakfast (Invitation-Only)

Welcome 

• William A. Goodloe, President & CEO, SEO
• Kelly M. Williams, Chairman & CEO, Private Equity Women Investor Network

Fireside Chat 

• Jarvis Hollingsworth, Partner, Bracewell LLP and
  Chairman, Board of Trustees, Teacher Retirement System of Texas
• Jon Winkelried, Co-CEO & Partner, TPG

Opening Session

Welcome

Emcee  Yokasta Segura-Baez, Principal, Campbell Lutyens

• William A. Goodloe, President & CEO, SEO

Opening Address

Introduction by Chavon Sutton, Director, Diversity & Inclusion (Emerging & Diverse Managers), Office of NYC Comptroller

• The Honorable Scott M. Stringer, New York City Comptroller
  

Keynote Session

Introduction by Henry R. Kravis, Co-Chairman & Co-CEO,  Kohlberg Kravis Roberts & Co.

• Michael Haddad,  Deputy Chief Investment Officer, Office of New York City Comptroller
• Howard Marks, Co-Chairman, Oaktree Capital

Endowments and Foundations Roundtable

Endowments & Foundations: New Initiatives to Promote Diversity in the Investment Industry

• Charlie Georgalas CEO, Colonial Consulting, LLC (Moderator)
• Caroline Greer Managing Director, Chartered Investment Manager, Commonfund
• Brian S. O’Neil CIO, Robert Wood Johnson Foundation
• Thurman V. White, Jr. Trustee, Silicon Valley Community Foundation
• Joel Wittenberg Vice President and Chief Investment Officer, W.K. Kellogg Foundation

Breakout Panels

(I) Private Equity: Record Levels of Dry Powder Coupled with High Valuations

• Bei Saville Senior VP, Senior Endowments & Foundations CIO,  Northern Trust (Moderator)
• Daphne Dufresne Managing Partner, GenNx360 Capital Partners
• Amanda Persaud Partner, Ropes & Gray
• Davide Wassong Co-Head, Capital Investment Partners LP
• Patricia Miller Zollar Managing Director, Neuberger Berman

(II) Credit: Investing in a Changing Economic Landscape

• Bryan Lewis CIO, Pennsylvania State Employees’ Retirement System (Moderator)
• Glenn R. August Founder & CEO, Oak Hill Advisors
• Tanvi Desai Senior VP, Oaktree Capital Management
• Joanne De Silva Partner, Ropes & Gray
• Sengal Selassie Co-CEO & Co-Founder, Brightwood Capital Advisors

(III) Uncertainty is the Only Certainty: How Experienced Fund Managers are Navigating Today’s Environment

• David S. Richter Managing Director, Hedge Fund Strategies Investment Committee Chair and Co-Head of Research, GCM Grosvenor (Moderator)
• Fred A. Cummings Founder & President, Elizabeth Park Capital Management, Ltd.
• Fernando Guerrero Founder, Varadero Capital, L.P.
• Neil Messing Director NYC Pension System, Office of the NYC Comptroller
• Stephen Usher Partner & Head of External Relations, Standard General

(IV) Navigating Market Cycles & Changing Industry Dynamics as Venture Capitalists

• Brendon Kim VP, MD, Global Head of Ventures, Samsung NEXT Ventures (Moderator)
• Abigail Archibald Senior Portfolio Manager, The Andrew W. Mellon Foundation
• Anu Duggal Founding Partner, Female Founders Fund
• Aaron Holiday Co-Founder & General Partner, 645 Ventures
• Jalak Jobanputra Founder & Managing Partner, Future\Perfect Ventures

Breakout Panels

(I) Real Estate: Navigating the Current Cycle

• Yvonne Nelson  Head of Real Estate, Office of the NYC Comptroller (Moderator)
• Peter Braffman Managing Director, GCM Grosvenor
• Anu Duggal Founding Partner, Female Founders Fund
• Krista Kerr VP, Oak Street Real Estate Capital, LLC
• Eric Samek Managing Director, Brasa Capital Management

(II) Exploring the Role of Alternatives in Impact Investing

Introduction by Daryoush “D” Niknejad Director, STRAIT Capital

• Eric Stephenson  Director of Client Services, Align Impact (Moderator)
• Andre P. Bennin Managing Director, Strada Education Network
• Cynthia Muller Director of Mission Investments, W.K. Kellogg Foundation
• Gerry Pambo-Awich Director of Strategic Initiatives & Impact Investments, Prudential Financial
• Roy Swan Director, Mission Investments, Ford Foundation

(III) Secondaries and Co-Investments: An Ever-Changing Marketplace

• Joshua Stern  Director of Private Investments, Robert Wood Johnson Foundation (Moderator)
• Christophe Browne Managing Director, Intermediate Capital Group (ICG)
• David Fox Principal in Strategic Partners, The Blackstone Group
• Jenna Shen VP, Alternative Investments & Manager Selection, Goldman Sachs Asset Management
• Victor L. Wu Partner, Lexington Partners

(IV) Exploring the Role of Family Offices (Session 1)

• Reid Bernstein CIO & Managing Partner, Amerin Partners (Moderator)
• Glenn Fuhrman Co-Founder & Co-Managing Partner, MSD Capital
• Joseph Kusnan General Partner, DMP Private Management
• Marc McMorris Co-Founder & Managing Director, Carrick Capital Partners
• James Rothschild Co-Founder & Managing Partner, West Arrow

Lunch & Plenary Sessions

SEO Reginald F. Lewis Achievement Award Presentation

2019 Recipient

• José Feliciano, Co-Founder & Managing Partner, Clearlake Capital Group

Presented by 2018 Recipient

• Frank A. Baker, Co-Founder & Managing Partner, Siris Capital Group, LLC
• Loida Nicolas Lewis, Chair, Reginald F. Lewis Foundation

Fireside Chat

• Penny Pritzker, Founder & Chairman, PSP Partners & 38th U.S. Secretary of Commerce
• Kelly M. Williams, Chairman & CEO, Private Equity Women Investor Network

Breakout Panels

(I) Assessing the Opportunity in Emerging Markets

• Kim Y. Lew VP & CIO, Carnegie Corporation of New York (Moderator)
• Eduardo Cortes CIO, GIA Partners, LLC
• Obinna Isiadinso Senior Investment Manager, IFC Asset Management Company
• Bei Saville Senior VP, Senior Endowments & Foundations CIO, Northern Trust
• Joanne Yoo Senior Executive, Development Partners International (DPI)

(II) Opportunities for Public-Private Partnerships as America Rebuilds its Infrastructure

• James Celestine Investment Staff, Real Assets, New York State Common Retirement Fund (Moderator)
• Guillermo Marroquin Head of North American Real Assets, Campbell Lutyens
• Marietta Moshiashvili CEO & Managing Partner, Upper Bay Infrastructure Partners
• Lars Pace Principal, Hamilton Lane
• Peter Taylor Co-Head, Carlyle Global Infrastructure Opportunity Fund, The Carlyle Group

(III) Investing on the Way to Fund Formation

Introduction by Shana Johnson Director, STRAIT Capital

• Jason Torres Kauffman Fellow / Healthcare Angel Investor (Moderator)
• Nicholas Antoine Partner, Red Arts Capital
• Mark Johnson Co-Founder & Managing Partner, Astra Capital Management
• David McCombie Founder & CEO, McCombie Capital
• Haran Narulla Managing Partner, Tygon Peak Capital
• Nichole Wagner Managing Director, East Rock Capital, LLC

(IV) Exploring the Role of Family Offices (Session 2)

• Reid Bernstein CIO & Managing Partner, Amerin Partners (Moderator)
• Andreas Beroutsos Managing Partner, HRS Management
• Pia Desai Director, DS Advisors
• Robert Discolo CEO & CIO, River Partners Capital Management
• Josh Nabatian Partner, Arcadia Investment Partners
• Daniel Schatzman Wolfson Group

(V) Points of Access and Opportunity – Breaking into Alternative Investments

• Anilu Vazquez-Ubarri  Chief Human Resources Officer, TPG (Moderator)
• Jaya K. Hathaway Recruiter, CPI
• Kathryn Hearington Recruiter, Henkel Search Partners
• Stacy Levine Partner, Amity Search Partners
• Stephen Shapiro Partner, Clayton, Dubilier & Rice

Public Pension Roundtable

Public Pensions: The State of the Diverse, Emerging Manager

• Jason Howard, Director/Partner, GCM Grosvenor (Moderator)
• Kirk Sims, CFA, Head of Emerging Managers Program, Teacher Retirement System of Texas
• Sheryl Mejía, Director, Emerging Managers, NY State Common Retirement Fund, Office of the State Comptroller
• Clinton L. Stevenson, Investment Director, Investment Manager Engagement Programs, California Public Employees’ Retirement System
• Chavon Sutton, Director, Diversity & Inclusion (Emerging & Diverse Managers), Office of NYC Comptroller