2024 Conference Agenda
(All times listed in ET)
* Indicates SEO alum
** Indicates SEO Board Member
Thursday, March 14th, 2024
8:00 AM - 9:15 AM
LP Breakfast
Welcome
- William Goodloe**, President & CEO, SEO
- Kelly Williams, Chief Executive Officer, The Williams Legacy Foundation,
LPAC Chair
Introduction
- Yokasta Segura-Baez, Managing Director, Investor Relations, ArcLight Capital Partners
Fireside Chat
- Melissa Ding, Director, Infrastructure Private Equity, BlackRock
- Daniel Revers, Founder & Managing Partner, ArcLight Capital Partners
8:30 AM
General Registration Begins
9:30 AM - 10:20 AM
Plenary Session
Fireside Chat
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, KKR
- Les Brun, Co-Founder, Chairman & Chief Executive Officer, Ariel Alternatives
10:20 AM - 10:35 AM
General Welcome
- William Goodloe**, President & CEO, SEO
Emcee
- Damali Bond*, Partner, PJT Park Hill
10:45 AM - 11:35 AM
Breakout Panels (I)
Running Concurrently
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.
- Jeremy Bailys, Senior Director, Credit Investments, PSP Investments (Moderator)
- Megan Messina, Managing Director and Head of CLO Capital Markets, Oaktree Capital Management
- Chris Moon, Managing Director, Credit, DigitalBridge
- Allison Pistone, Managing Director, Cerberus Capital Management
- Merle Smith, Director, Brightwood Capital
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.
- Neil Messing, Head of Hedge Funds, Office of the New York City Comptroller (Moderator)
- Fred Cummings, President, Founder & Portfolio Manager, Elizabeth Park Capital Management
- Nikhil Gadia, Director, BlackRock
- Priya Kaftan, Head of Investor Relations & Product Strategy, Heard Capital
- Fernando Vigil*, Chief Investment Officer & Founder, Teca Partners
Private Equity: Navigating & Innovating for Alpha (Breakout Room 3)
In 2023, the Private Equity industry remained resilient in the face of macro uncertainty, geopolitical instability, and inflation. Then miraculously we emerge into 2024 with economic strength despite being faced with many of the same risks. Our panelists discuss how they are thinking about managing their portfolios, innovating their business, and share insights on how they see the industry evolving to adapt to the dynamic nature of today’s global economy.
- Patricia Miller Zollar, Managing Director, Neuberger Berman (Moderator)
- Charlie Compton, Managing Partner, AE Industrial Partners
- Heather Faust, Managing Partner & Co-Founder, Argand Partners
- Joseph Haslip, Managing Director, Valor Equity Partners
- Aisha P. Lavinier, Partner, Kirkland & Ellis
- Omar Shalaby, Managing Director, CVC Capital Partners
Unlocking the Future: Exploring the Intersection of Artificial Intelligence and Investing (Breakout Room 4)
Advances in artificial intelligence are having a massive impact across all industries, and creating an unprecedented investment opportunity as well as significant risks. This panel will examine how the impact artificial intelligence is having across the investment landscape.
- Kwesi Quaye, Partner, Fairview Capital (Moderator)
- Margot Brandenburg, Senior Program Officer, Mission Investments, Ford Foundation
- Kenneth Chenault Jr., Co-Founder & Managing Partner, Benchstrength
- John Kim, Managing Director, Investor Relations & Chief Development Officer, General Catalyst
- Charlie Tafoya*, Co-Founder & Chief Executive Officer, Chronograph
11:45 AM - 12:35 PM
Breakout Panels (II)
Running Concurrently
Sustainable Investments (Breakout Room 1)
This panel will explore the role of alternatives in sustainable investing and the prominent approaches (SRI, ESG-themed, and impact investments). The panelists will discuss how they navigate the environment in different political landscapes and the trends they foresee.
- Andrew Siwo, Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund (Moderator)
- Runa Alam, Co-Founder and CEO, Development Partners International
- Michaela Edwards, Partner, Capricorn Investment Group
- Sofia Martos, Partner, ESG & Impact, Kirkland & Ellis
- Sayiddah McCree, Senior Impact Investments Officer, MacArthur Foundation
The Future of Retail Alternatives (Breakout Room 2)
This panel will explore the democratization of alternative investments with a focus on asset distribution, advances in technology systems, and the different ways retail access is emerging in this space.
- Dakotah Rice*, Founder & CEO, CaliberX (Moderator)
- Milton Berlinski**, Co-Founder & Managing Partner, Reverence Capital Partners
- Clauter Charleston, Director, Bank of America
- Peter Epstein, Managing Director, Allocate
Alternative Investment Allocation in the Insurance Industry (Breakout Room 3)
Increasingly, Alternative Investments are an important tool for insurance companies to meet their investment and asset/liability matching objectives. While the industry continues to enhance internal skills in this space, it also relies on leading Alternatives managers to help optimize for the best combination of investment opportunity and prudent risk management.
- Ramsey Smith** *, Founder, ALEX.fyi (Moderator)
- Jessica Marlin, Partner, Ropes & Gray
- Craig Sabal, Deputy Chief Investment Officer, New York Life Insurance Company
- Mike Siegel, Global Head of Insurance Asset Management & Liquidity Solutions, Goldman Sachs Asset & Wealth Management
- Adam Winn, Executive Managing Director, Co-Head of Global Private Investments, Liberty Mutual Investments
Exploring the Frontiers of Secondary and Co-investment Strategies (Breakout Room 4)
This panel discussion aims to unravel the intricacies of Secondary investments and Co-investments, shedding light on their position within the alternative investment spectrum and their evolving market dynamics. Through expert insights, we will examine the current landscape, risk management, and the future potential of these strategies, offering attendees a comprehensive overview of the opportunities and challenges that lie ahead in these dynamic sectors of the investment world.
- Trey Muldrow, Partner, Weil, Gotshal & Manges (Moderator)
- Elliott Campbell*, Principal, HarbourVest Partners
- Omar Jabri, Managing Director, Lexington Partners
- Marcus Lawrence, Principal, TPG Next
- Michael Taylor, Partner, Co-Investments, Adams Street Partners
12:45 PM - 1:05 PM
Lunch & Reginald F. Lewis Award
Introduction
- William Goodloe**, President & CEO, SEO
Presented By
- Christina Lewis, Founder, BFO21 and Vice Chair, Reginald F. Lewis Foundation
Presented To
- Deborah L. Harmon**, Co-Founder & Co-Chief Executive Officer, Artemis Real Estate Partners
1:05 PM - 1:45 PM
Lunch & Reginald F. Lewis Award
Fireside Chat
- Deborah L. Harmon**, Co-Founder & Co-Chief Executive Officer, Artemis Real Estate Partners
- Cheryl Mills, Founder & Chief Executive Officer, BlackIvy Group
1:45 PM - 2:25 PM
Plenary Session
Shaping the Future: Unlocking the Potential of Impact Investing
- Kunle Apampa, Director, Capricorn Investment Group
- Maya Chorengel**, Co-Managing Partner, The Rise Fund
2:25 PM - 2:40 PM
AI Demonstration
- Jens Nordvig, PhD, Co-Founder and CEO, MarketReader