PartnerConnect West 2015

October 13-14, 2015, The Ritz-Carlton, Half Moon Bay, CA

We're very excited to bring you the 4th Annual PartnerConnect West. This year our PartnerConnect West "event of events" will return with our core Buyouts West (8th year) and Venture Alpha West (5th year), as well as introducing our first Private Real Estate Summit.

As always, the events are curated by the editors Buyouts Magazine, Venture Capital Journal and peHUB.com. We'll have over 500 delegates, over 150 limited partners, and over 300 fund managers, bankers, lenders and intermediaries, from across the private markets value chain. We'll also anticipate hosting our usual 350+ 1:1 bespoke private meetings amongst our delegates in our private meetings ExecConnect program. And that's not to mention one of our nicest features of all...Golfconnect! Please click on one of the three events above, to see detailed information about each, and see which is the right fit for you.

Hear From Our Featured Speakers

Piyush Bhardwaj

Managing Partner, CoInvestment Partners

Scott Brooks

Former Managing Director & Head of Defined Contribution, SEI's Institutional Group
FOunder & Co-President, Defined Contribution Real Estate Council

Jeremy Coller

Founder and Chief
Investment Officer,
Coller Capital

Volkert Doeksen

Co-founder,
AlpInvest Partners


Gunnar Branson

President,
National Association of Real Estate Investment Managers

Naval Ravikant

CEO and Co-founder,
AngelList


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Partners

Gold Sponsors

 

GP Platinum Sponsors

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Who's Coming?

Who attends PartnerConnect Events? Virtually every major Financial Sponsor and hundreds of LPs. Here are a sample of firms who have previously attended PartnerConnect.

  • Alpha Strategies Investment Consulting Inc.
  • Bank of America Merrill Lynch
  • Morgan Stanley Alternative Investment Partners
  • Culinary Institute of America
  • Stanford Management Company
  • Wells Fargo Advisors

CLICK HERE TO SEE FULL LISTING

Who Should Attend
PartnerConnect West?
  • Limited Partners / Investors / Allocators who invest in private
    partnerships
  • Managers in the following categories: Private Equity,
    Venture Capital, Hedge Funds, Mezzanine & Senior Debt,
    Growth Equity, Real Estate, Energy, Infrastructure
  • Deal intermediaries who advise or manage deal flow
    opportunities in private capital
  • Fundraising advisors / intermediaries between GPs and LPs
  • CEOs of venture- or private equity-backed private companies
  • Corporate development executives who provide exit
    opportunities for private capital funds
Agenda

Tuesday, October 13, 2015

Time Buyouts Funds Track Buyouts Deals Track Venture Alpha West
The Private Real
Estate Summit
7:00 am Networking Breakfast
8:00 am Welcome Remarks
8:05 am Keynote Speaker: Volkert Doeksen, Co-Founder, AlpInvest Partners
8:35 am Keynote Speaker: Jonathan Coslet, Chief Investment Officer, TPG
9:05 am Keynote: Lifetime Achievement Award Interview
Jeremy Coller, Founder and CIO, Coller Capital
9:35 am AM Networking Break
10:00 am Buyouts Funds Panel 1: Hot Funds: What Types of Funds Are in Vogue With LPs Now

SPEAKERS: Georganne Perkins, Managing Director, Fisher Lynch Capital; Ryan Levitt, Principal, Pomona Capital; Brady Hyde, Portfolio Manager - Private Equity, UPS Group Trust; Jim Snyder, Partner, Hammond Kennedy Whitney; Jay Park, Managing Director, BlackRock
Buyouts Deals Panel 1: Taking on the High Priced Deal Environment

SPEAKERS: Brent Williams, Managing Director, The Halifax Group; Tony Broglio, Partner, Insignia Capital Group; Chris Masto, Vice Chairman, FFL
Venture Alpha West Panel 1: The Great Bubble Debate: Panelists Take Sides On The Valley's Biggest Question

SPEAKER: Charles Froland, CEO and CIO, Performance Equity; Greg Brogger, CEO and Founder, Sharespost; Josh Breinlinger, Managing Director, Sigma West
Private Real Estate Summit Keynote Speaker: Gunnar Branson, President, National Association of Real Estate Investment Managers
10:30 am Buyouts Funds Panel 2: A Case Study: How LPs Will Pick Apart Your Best Deal—A Demonstration

SPEAKER: Steven Costabile, Managing Director, Global Head of Private Funds Group; Don Vollum, Managing Partner, Vista Ridge Capital Partners; Gijs van Thiel, Partner, 747 Capital
Buyouts Deals Panel 2: Leveraged Lending Roundup: Multiples, Trends, New Entrants and More…

MODERATOR: Dayan Rosen, Shareholder, Stradling Yocca Carlson & Rauth, P.C.


SPEAKERS: Ron Kahn, Managing Director, Lincoln International; Scott Turco, Investment Professional, Private Credit Group, Goldman Sachs Asset Management, L.P.; Phil Tseng, Managing Partner, Tennenbaum Capital Partners, LLC
Venture Alpha West Panel 2: LPs: How Today's VC Returns Fits Into Historical Cycles The Private Real Estate Summit Panel 1: Follow the Leader: Strategies of Top LPs Today

SPEAKER: Edgar Alvarado, Group Head - Real Estate Equity, Allstate Investments
11:00 am Buyouts Funds Panel 3: First Time Funds: A Roadshow Critique By Leading LPs

SPEAKERS: Jed Johnson, Portfolio Manager - Private Markets; Kee Rabb, Managing Director, Private Advisors; Gordon Hargraves, Partner, Private Advisors LLC
Buyouts Deals Panel 3: The Last Hundred Days: Getting Your Companies Ready for Sale

SPEAKERS: C. Jason Payne, Managing Partner, Mainsail Partners; David Solomon, Chief Executive Officer, Lazard; David Martirano, Co-Founder and General Partner, Point Judith Capital; Dave Noonan, National Director - Private Equity Consulting, McGladrey
Venture Alpha West Panel 3: Entrepreneur Spotlight: The VC/Founder Dynamic Explored

SPEAKER: Damien Patton, Founder and CEO, Banjo
The Private Real Estate Summit Panel 2: Mixed Messages: Maintaining Investment Discipline in a Highly Competitive Market

SPEAKERS: Jonathan Epstein, Managing Director and Head of West Coast, GreenOak; Ted Koros, Managing Director, BlackRock; Marcus Berry, Prudential Real Estate Investors
11:30 am Keynote Speaker: To Be Announced The Private Real Estate Summit Panel 3: American Appeal: The Continued Allure of US Real Estate to Foreign Investors

SPEAKER: Matt Cook, Director, Spire Capital
12:00 pm Networking Lunch
1:00 pm Buyouts Funds Panel 4: LPA Wars: 5 Hot-button Terms LPs are Asking For—and Getting

SPEAKERS: Greg Baty, Vice President, Hamilton Lane; Marianne Dwight, General Counsel, Texas Treasury Safekeeping Trust Company; Nick Markus, Managing Partner, Wolf Point Asset Management
Buyouts Deals Panel 4: Bankers Roundtable: The Five Stats You'd Never Guess About Today's M&A Market

SPEAKERS: Matthew Spain, Managing Director - Mergers & Acquisitions, Diversified Industrials Investment Banking, FBR Capital Markets & Co.; Erika Cramer, Managing Director and Parnter, Silver Lane Advisors; Effram Kaplan, Managing Director, Brown Gibbons Lang & Company
Keynote Speaker: To Be Announced Partnering with Middle Eastern Capital Keynote

SPEAKER: Piyush Bhardwaj, Managing Partner, CoInvestment Partners
1:30 pm Buyouts Funds Panel 5: Deep Dive: How LPs Today are Using Data to Predict Fund Winners

SPEAKERS: Steve Cowan, Founder & Managing Director, 57 Stars; Michael Darby, Partner, Regis Management Company, LLC; Kelvin Liu, Director, Invesco Private Capital
Buyouts Deals Panel 5: Survival Primer: Setting Yourself Up To Win As An Emerging Manager

SPEAKERS: Ingrid Mazul, Co-Head, ClearPoint Investment Partners; Bill Nordlund, General Partner, Panda Power Funds; Justin Ishbia, Managing Partner, Shore Capital Partners
Venture Alpha West Panel 4: Opportunity Funds For The Ultra Late-Stage Rounds: Should LPs Participate?

SPEAKER: Garth Timoll, Top Tier Capital Partners; Matt Curtolo, Manager, Private Equity, Hirtle, Callaghan & Co.
The Private Real Estate Summit Panel 4: Don't Forget the Debt: Opportunities in Financial Real Estate

SPEAKER: Heinz Blenneman, Principal, Blennemann Family Investments
2:00 pm Buyouts Funds Panel 6: Co-Investments: LPs Step Up Efforts to Get Their Share of Deals

SPEAKERS: Scott Higbee, Partner, Partners Group (USA); Brett Fisher, Managing Director, Fisher Lynch Capital; Jonathan Wilson, Principal, Siguler Guff & Companyy
Buyouts Deals Panel 6: How the Sale of GE Antares Changes Everything In the Debt Markets

SPEAKERS: Scott Cullerton; Robert Collins, Managing Director, Stellus Capital Management; Kunal Soni, Managing Director, The Carlyle Group
Venture Alpha West Panel 5: Today's Exit Market: The Impact of High Valuations and How to Achieve Liquidity in the Unicorn Era

SPEAKER: Mona DeFrawi, CEO and Founder, GrowthSTARS Media
The Private Real Estate Summit Panel 5: No Longer Just Fund of Funds: Opportunities in Co-Investments, Secondaries and Recaps

SPEAKERS: Josh Cleveland, Partner, StepStone Real Estate; Sarah Schwarzschild, Principal, Metropolitan Real Estate
2:30 pm TBD Venture Alpha West Panel 6: The LP View On Seed Deals

SPEAKER: Malcolm Goepfert, Director of Investments, James Irvine Foundation
The Private Real Estate Summit Panel 6: Urge to Emerge: The Case for Real Estate Emerging Managers

SPEAKERS: Maria Stamolis, Senior Managing Director & Head of Asset Management, Canyon Capital Realty Advisors; Julie Donegan, Senior Vice President, Franklin Templeton Real Asset Advisors; Larissa Herczeg, Oak Street Real Estate Capital
3:00 pm PM Networking Break
3:30 pm Buyouts Funds Panel 7: Shark Tank: See How Well Your Elevator Pitch Holds Up

SPEAKERS: Brett Hickey, Founder & CEO, Star Mountain Capital, LLC; Ryan Gunther, Principal, HarbourVest Partners, LLC; Sanjay Gupta, Senior Director, Caisse de d?p?t et placement du Qu?bec
Buyouts Deals Panel 7: The Tech Dealscape: How Will PE Capitalize Without Overpaying?

SPEAKERS: Rick Magnuson, Executive Managing Director, GI Partners; Mike Wilkins, Managing Director, Harris Williams & Co.; Bob Morse, Co-Founder and Chief Executive Officer, Strattam Capital
Venture Alpha West Panel 7: Up-and-Coming VCs and Generational Shifts

SPEAKERS: Nikhil Trivedi, Senior Associate, Shasta Ventures; Indranil Guha, Partner, Bain Capital Ventures
The Growing (but Virtually Untapped) DC Opportunity

SPEAKER: Scott Brooks, Former Managing Director & Head of Defined Contribution, SEI's Institutional Group, Founder & Co-President, Defined Contribution Real Estate Council
4:00 pm Buyouts Funds Panel 8: Yield of Dreams: The Opportunity in Private Debt Today For LPs

SPEAKERS: Kenneth Binick, Managing Director, Portfolio Advisors; Mike Krems, Managing Director, TorreyCove; Anita Ng, Managing Director, Cambridge Associates; Pete Keliuotis, Senior Managing Director, Cliffwater LLC
Buyouts Deals Panel 8: Creating a Winning Culture: How the Best PE Firms Operate

SPEAKERS: Anthony Choe, Partner, Brentwood Associates; Jonas Nilsson, Partner, Head of the Americas, Cinven; Paul Peterson, Managing Director, WindPoint Partners; Jeffrey Lipsitz, Managing Partner, The Cortec Group
Venture Alpha West Panel 8: Analysis and Access: How LPs Can Ensure Maximum Exposure To The Brightest VCs

SPEAKERS: Chris Douvos, Managing Director, Venture Investment Associates; Steven Yang, Executive Director, Adveq Management US, Inc.; Rebecca Connolly, Partner, Fairview Capital; Matt Diestel, Vice President, QIC Global Private Equity
The Private Real Estate Summit Panel 7: To Have or Have Not: Practical Considerations When Investing or Reinvesting with a Fund Manager

SPEAKERS: Christopher Rice-Shepherd, Managing Director, Cliffwater; Faye Beverett, Bard Consulting
4:30 pm Buyouts Funds Panel: Off the Beaten Path Private Debt Opportunities

SPEAKERS: Heinz Blenneman, Principal, Blennemann Family Investments; Alex Abell, Principal, Head of Research, RCP Advisors
Buyouts Deal Panel: To Be Announced Keynote Speaker: To Be Announced The Private Real Estate Summit Panel 8: Beyond the Core Four: Niche Investment Strategies Worth Considering

SPEAKER: Chris Merrill, President and CEO, Harrison Street Real Estate Capital
5:00 pm Buyouts Funds Panel: To Be Announced Buyouts Deal Panel: To Be Announced Venture Alpha West Closing Panel: Building Diversity: What Efforts are Underway in the GP and LP Communities

SPEAKER: Kate Mitchell, Co-Founder and Partner, Scale Venture Partners
The Private Real Estate Summit Panel 9: Avoiding Future-Shock: Building a Real Estate Portfolio for the Next Decade

SPEAKER: Robert Flanagan, Vice President, Hamilton Lane
5:30 pm Networking Reception


Wednesday, October 14, 2015

Time Buyouts Funds Track Buyouts Deals Track
Venture Alpha West
7:30 am Networking Breakfast
8:15 am Welcome Remarks
8:30 am Keynote Speaker: To Be Announced
9:00 am Keynote Speaker: To Be Announced
9:35 am AM Networking Break
10:00 am Buyouts Funds Panel 9: Small Market Gems: The Allure and Risk of Smaller Funds

SPEAKERS: Scott Reed, Partner, FLAG Capital Management; Steve Hartt, Senior Vice President, Meketa Investment Group; Neal Graziano, Director of Investments, WK Kellogg Foundation; Chris Pettia, Portfolio Advisor, DuPont Capital Management
Buyouts Deals Panel 9: Seven Steps to Take to Prepare for Your Next SEC Exam

SPEAKERS: Scott Gluck, Counsel, Venable LLP; Drew Weilbachera, Securities Compliance Examiner, The Securities and Exchange Commission
Venture Alpha West Panel 9: LP Perspective: Five Reasons The Best Venture Returns Are Yet To Come - And Five Reasons It Might Be Too Late

SPEAKER: Allen Latta, President and CEO, Campton Group
10:30 am Buyouts Funds Panel 10: The Three Secondary Market Trends You Need to Know About

SPEAKERS: Jonathan Costello, Portfolio Manager, Morgan Stanley Alternative Investment Partners; Chris Perriello, Management Director, AlpInvest Partners, Inc.; Olaf Neubert, Managing Partner, Hedges Capital Inc.
Buyouts Deals Panel 10: Advanced Deal Sourcing—Where to Find Your Next Deal

SPEAKERS: Matt Salsbury, Vice President, Head of Business Development, BBH Capital Partners; Jeremy Holland, Principal, Origination, The Riverside Company; Jeff Drazan, Managing Partner, Bertram Capital
Venture Alpha West Panel 10: The Keys to Portfolio Construction With Jim Scheinman of Maven Ventures
11:00 am Buyouts Funds Panel 11: Leading LP Advisors Discuss Where They're Placing Bets

SPEAKER: Chris Yang, Managing Partner, Grove Street Advisors; Maureen Downey, Principal, Pantheon; J. Sitra Dior, Executive Managing Editor, Medici Firma; Ethan Vogelhut, Vice President, Adveq
Buyouts Deals Panel 11: Cybersecurity: Why Your Firms Is Way Behind and How to Catch Up Venture Alpha West Panel 11: The Latest on Diversity Funds. What Efforts are Underway in the GP and LP Communities
11:30 am Buyouts Funds Panel 12: Behind the Curtain: What LPs are Thinking About Your Fundraise….But Will Never Say

SPEAKERS: Anselm Adams, Director - Private Equity Senior Portfolio Manager, PECA Limited; Aarish Patell, Research Consultant, Private Markets, NEPC, LLC; Whit Matthews, Investment Director, SL Capital; Michael Elio, Managing Director, StepStone Global
Buyouts Deals Panel 12: VC Visions on Cyber Security: What Trends are Investors Seeing on the Horizon?

MODERATOR: David Smith, Shareholder, Stradling Yocca Carlson & Rauth, P.C.


SPEAKERS: Gregory Segall, Chairman and CEO, Versa Capital Management, LLC; Jim Mahoney, Partner, Huron Capital Partners LLC; Michael LaSalle, Partner, Shamrock Capital Advisors; Rich Lawson, Managing Partner, Co-Founder & CEO, HGGC, LLC; Bob Ackerman, Founder and Managing Director, Allegis Capital
Venture Alpha West Panel 12: VC Visions On Fintech: What VCs/LPs are seeing on the Horizon
12:00 pm Closing Keynote Speaker: Andrea Auerbach, Managing Director, Head of Global Private Invesment Research, Cambridge Associates

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ExecConnect Private Meeting Program

The ExecConnect Private Meeting Program actively arranges one-on-one meetings between lenders, bankers, LPs and GPs so you'll have time to meet who you need to meet in a private setting. The 20-minute meetings are pre-scheduled by conference directors ensuring you meet with executives who best match your fundraising and investment goals.

Click here for information.

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Who's Coming?
  • 57 Stars
  • 5T Wealth Management
  • 747 Capital
  • Abbott Downing
  • Accolade Partners
  • Adveq Management
  • Aeris Capital
  • Alpha Strategies Investment Consulting Inc.
  • AlpInvest Partners
  • Andina Family Offices
  • Aspiriant
  • Auda Private Equity
  • Auximos Asset Management
  • Bank of America Merrill Lynch
  • Bayshore Capital Advisors
  • Blennemann Family Investments
  • Briar Hall LLC
  • Caledon Capital
  • California Bank & Trust
  • Cambridge Associates
  • Capricorn Investment Management
  • Cheyenne Capital
  • Cimarron Capital Partners
  • Cliffwater
  • CM Capital Advisors
  • Commonfund Capital, Inc.
  • Commonfund Institute
  • Constellation Wealth Advisors
  • Corfo, Chilean Economic Development Agency
  • Crow Holdings Capital
  • Culinary Institute of America
  • DB Private Equity & Private Markets
  • DELMO
  • DuPont Capital Management
  • Federal Street Advisors
  • Filament, LLC
  • Fisher Lynch Capital
  • FLAG Capital Management
  • Franklin Park
  • GenSpring Family Offi
  • GF Private Equity Group, LLC
  • GIC Special Investments
  • Global Endowment Management
  • Greenspring Associates
  • Grove Street Advisors
  • Guardian Life Insurance Company of America
  • Hamilton Lane
  • Hancock Capital Management
  • Hauser Private Equity
  • Invesco Private Capital
  • John Hancock
  • Kendall Investments
  • Knightsbridge Advisers LLC
  • Legacy Venture
  • LP Capital Advisors
  • Makena Capital
  • Meketa Investment Group
  • Morgan Stanley Alternative Investment Partners
  • MSF Capital Advisors
  • Muller and Monroe Asset Management, LLC
  • NB Alternatives
  • Northern Trust
  • Northleaf Capital Partners
  • Oregon State Treasury
  • Pace University
  • Pantheon Ventures
  • Park Street Capital
  • Pension Consulting Alliance
  • Performance Equity Management
  • Perot Investments
  • Private Advisors
  • QIC Global Private Equity
  • RCP Advisors
  • Regis Management Company, LLC
  • Revelation Partners
  • Round Table Services
  • Rusnano Group (USA)
  • San Jose Police and Fire
    Retirement Plan
  • SanDisk Corporation
  • Siguler Guff & Company
  • SL Capital
  • Slocum
  • Stanford Management Company
  • Star Mountain Capital  
  • StepStone Global
  • Strategic Investment Group
  • Sutter Health
  • The Family Office
  • The James Irvine Foundation
  • The Presidio Group LLC
  • Thomas Weisel Partners
  • Top Tier Capital Partners
  • TorreyCove Capital Partners
  • Trigo Ventures
  • TrueBridge Capital Partners
  • Twin Bridge Capital Partners
  • UBS Financial Services
  • University of California Regents
  • Venture Investment Associates
  • Vista Ridge Capital Partners
  • Voyager Management
  • Weathergage Capital
  • Wells Fargo Advisors
  • Wilshire Private Markets
  • Wynnwood Advisors


And Many More….


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Venue

Hotel Information

PartnerConnect West 2015, is being held at:

The Ritz Carlton Half Moon Bay
1 Miramontes Point Rd, Half Moon Bay, CA 94019

We've reserved a limited number of rooms at the Ritz Carlton Half Moon Bay for special PartnerConnect Discounted Rate of $385 plus tax. Please note that the cut off date for PartnerConnect discounted room reservations is September 11, 2015.

For reservations, please call the hotel directly at 1-800-542-8680 to reserve your room or book your reservation online at www.ritzcarlton.com/en/Properties/HalfMoonBay and use the group code "hjkhjka". (Please note that the code must have all lower-case letters.)

Note: Tell the reservation agent that you are attending "PartnerConnect" to ensure you receive the special discounted rate of $385.

Hotel Deposit & Cancellation Policy

The Ritz Carlton Half Moon Bay requires a first nights deposit of suite and applicable tax charges, to guarantee accommodations. Note: Room cancellations must be made at least 7 days prior to the scheduled arrival date. Hotel check in time is 3:00 pm.

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