PartnerConnect Midwest 2018

June 26 - 27, 2018, InterContinental, Chicago


Agenda - June 26, 2018

TimeBuyouts MidwestFeatured Content
10:00 AMFundraising Seminar

Sponsored by: Evestment

12:00 PMRegistration Opens
1:00 PMFireside Chat with Russell Carson

Russell Carson, Co-founder & General Partner, Welsh, Carson, Anderson & Stowe

Moderator:David Toll, Executive Editor , Buyouts Insider
1:30 PMBuyouts Panel 1

Frothy Valuations, Copious Dry Powder and Healthy Corporate Balance Sheets: How Should Managers Approach New Investments In the Current Market? 


Moderator:Luisa Beltran, Senior Editor, Buyouts Insider

Speakers:
Lester Alexander III, Partner, Jefferson Capital Partners
Scott Finegan, Managing Director, Pfingsten Partners
Scott Spielvogel, Co-Founder and Managing Partner, One Rock Capital Partners
Emerging Managers Panel 1

The Art and Science Behind Seeding Emerging Managers: Insights From Leading Seed Investors


Moderator:Chris Witkowsky, Private Equity Editor, Buyouts Insider

Speakers:
Alex Abell, Partner, Head of Research, RCP Advisors
Kevin Butts, Vice President, 50 South Capital
Lorraine Corlet, Portfolio Manager, Veritable, LP
Tarek Saghir, Principal, Grove Street Advisors, LLC
2:00 PMBuyouts Panel 2

Top Five Sectors Gaining Favor From Limited Partners Today


Moderator:Alicia Cooney, Co-Founder & Partner, Monument Group, Inc.

Speakers:
J. Patrick Barry, Director and Chief Investment Officer, Granite Hall Partners
Matt Hill, Private Equity Portfolio Manager, University of Chicago Endowment
Louis Kleist, Research Director – Global Private Markets, DiMeo Schneider and Associates
Brad Morse, President & Portfolio Manager, Morse Energy Capital Partners
Emerging Managers Panel 2

Dos and Don’ts of Successful LP Meetings: How Emerging Managers Can Nail Their Roadshows


Moderator:Sarah Pringle, Reporter, Buyouts Insider

Speakers:
Chip Grace, Founder & Partner, May River Capital, LLC
Yann Robard, Founder & Managing Partner, Whitehorse Liquidity Partners
Chad Strader, Partner, Red Arts Capital
2:30 PMAfternoon Networking Break
3:00 PMBuyouts Panel 3

In Good Times and Tax Times: Winning Strategies to Minimize the Impact of the Tax Bill


Moderator:Robert Schachter, Partner, WithumSmith+Brown

Speakers:
C. Kenneth Clay, Founder, Executive Managing Director, Corinthian Capital Group, LLC
Bruce Eatroff, Founding Partner, Halyard Capital
Jonathan Wolfe, Managing Principal, STREAM Capital Partners
Emerging Managers Panel 3

One Deal At a Time: Pros and Cons of the Fundless Sponsor Model


Moderator:Eamon Murphy, Reporter, Buyouts Insider

Speakers:
Christian Albert, Managing Partner, Bowside Capital
Marc Lohser, Managing Director, HQ Capital
Todd Milligan, Managing Director, Private Advisors
3:30 PMBuyouts Panel 4

Out-of-the-Box Thinking and Evaluation Methods that LPs are Currently Using to Assess Managers


Moderator:David Toll, Executive Editor , Buyouts Insider

Speakers:
Joshua Sobeck, Partner, 747 Capital
Kay Torshen, Chief Investment Officer, Torshen Capital Management
Emerging Managers Panel 4

Don't Neglect the Back Office: Step-by-Step Instructions on How to Set Up the Critical Functions of Your New Firm


Moderator:Tom Angell, Partner, WithumSmith+Brown

Speakers:
Adam Hoit, VP, Product Management, Backstop Solutions Group
Renee Noto, Partner, Brightstar Capital Partners
Sanjay Sanghoee, COO, CFO, CCO, Delos Capital
John Tomes, Senior Partner, Hawthorn Equity Partners
4:00 PMEmerging Manager Programs—How They Are Structured and How to Access Them

Richard Ingram, Executive Director, Teachers Retirement System of Illinois
Angela Miller-May, Chief Investment Officer, Chicago Teachers Pension Fund

Moderator:Irwin Loud, Chief Investment Officer, Muller & Monroe Asset Management
4:30 PMDeal of the Year Case Study

Dana Schmaltz, Partner, Yellow Wood Partners
4:45 PMMiddle Market Deal of the Year Case Study

Gregory Purcell, Chief Executive Officer, Arbor Investments
5:00 PMNetworking Reception

Agenda - June 27, 2018

TimeBuyouts MidwestFeatured Content
7:30 AMRegistration Opens & Networking Breakfast
8:05 AMOpening Remarks
8:15 AMKeynote 4

Sean Cunningham, Managing Director, GTCR

Moderator:Chris Witkowsky, Private Equity Editor, Buyouts Insider
8:45 AMKeynote

Mark Yusko, Founder, CEO & Chief Investment Officer, Morgan Creek Capital Management
9:15 AMFamily Office Roundtable Sessions

Roundtable 1: How are Family Offices Approaching Private Market Investing and How Should Managers Approach Family Offices?

HOST:

Kay Torshen, Chief Investment Officer, Torshen Capital Management

Roundtable 2: Ideas for Making Your Organization More Women and Diversity-Friendly

HOST:

TBD

Roundtable 3: Why are Co-Investments Hot and How to Avoid Getting Burned

HOST:

TBD

Roundtable 4: A Discussion of the Past, Present and Future of Crypto Currencies

HOST:

TBD

Roundtable 5: Independent Sponsors: Why They are Gaining Popularity and How to Assess Them

HOST:

Greg Lamb, Partner, 5P Investments

LP Only Roundtable

Roundtable: LP-Only Discussion of the Most Pressing Issues in Private Market Investing

HOST: 

TBD

10:00 AMMorning Networking Break
10:30 AMBuyouts Panel 5

Latest Trends in LPA Negotiations and Where the Pendulum Is Right Now


Moderator:Jim Snyder, Partner, Hammond Kennedy Whitney

Speakers:
Matt Autrey, Principal, Adams Street Partners
Maurice Gordon, Managing Director and the Head of Private Equity, Guardian Life Insurance Company
Allen Latta, Managing Director, Campton Private Equity Advisors
Credit Panel 1

Mezzanine, Direct Lending or Distressed Debt: Which Credit Strategy is Right For Your Portfolio?


Moderator:Sarah Pringle, Reporter, Buyouts Insider

Speakers:
John Laws, Vice President, Lincoln International LLC
Kelli OConnell, Managing Director, NXT Capital
Carleton Olmanson, Partner, GMB Mezzanine Capital
11:00 AMBuyouts Panel 6

Happy Client Happy Life: Making the Most of LP Reporting, Update Calls and Annual Meetings


Moderator:Pete Lubcker, Partner, WithumSmith+Brown

Speakers:
Cindy Babitt, Partner, Cyprium Partners
Kristin Custar, Partner and Head of Global Investor Relations, The Jordan Company
Chris Yang, Managing Partner, Grove Street Advisors
Credit Panel 2

LP Perspectives on Opportunities in Structured Credit in a Rising Interest Rate Environment


Moderator:Chrystalle Anstett, Managing Director & Co-Head of Private Credit, Eaton Partners

Speakers:
Maria Boyazny, Founder and CEO, MB Global Partners
Don Sheridan, Director, Segal Marco Advisors
Andy Vantine, Vice President, Atrato Advisors
11:30 AMBuyouts Panel 7

Idealistic or Realistic?: Where Does Private Equity Stand in the Application of ESG Principles Today and What Does the Future Hold?


Moderator:David Toll, Executive Editor , Buyouts Insider

Speakers:
James Gaven, Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson and Stowe
Bradley West, General Counsel and CCO, PPC Partners
Musa Yenni, Managing Partner & President, Yenni Capital Private Equity
Credit Panel 3

Private Credit: LPs Debate the Risks and Rewards of This Booming Sector Within Private Markets


Moderator:Sylvia Owens, Senior Portfolio Advisor, Aksia

Speakers:
Aoifinn Devitt, CIO, Chicago Policemens Annuity and Benefit Fund
Brett Hickey, Founder & CEO, Star Mountain Capital
Shawn Quinn, Vice President, Wilshire Associates
Derek Schmidt, Senior Research Analyst - Private Equity, Marquette Associates
12:00 PMLunch
1:00 PMKeynote 8

Alex Abell, Partner, Head of Research, RCP Advisors
Ross Koenig, Vice President, Research, RCP Advisors
1:30 PMBuyouts Panel 8

The Last 100 Days: Five Ways to Prepare a Portfolio Company for Sale


Moderator:Luisa Beltran, Senior Editor, Buyouts Insider

Speakers:
Robert Belke, Managing Partner, CFA, Lovell Minnick Partners
Stephen Ellis, Managing Director, Stratford-Cambridge Group
Joseph Huffsmith, Managing Director, One Equity Partners
Co-Investments Panel 1

Better Returns, Better Relationships, or Better Insights: Why are LPs Competing For Co-Investment Rights?


Moderator:Chris Witkowsky, Private Equity Editor, Buyouts Insider

Speakers:
Richard Dunne, Managing Director, AlpInvest Partners
Tim Greene, Vice President , Hartford Investment Group
Brett Hickey, Founder & CEO, Star Mountain Capital
Joel Hwang, Vice President, HarbourVest Partners
2:00 PMBuyouts Panel 9

Small, Middle or "Smid" Market: Where Are LPs Finding the Best Investment Opportunities?


Moderator:John Crocker, Managing Partner, Matinicus

Speakers:
Janna Laudato, Senior Advisor, Hauser Capital Markets
James Parmalee, Managing Director, Hamilton Robinson Capital Partners
Mark Regal, Director of Investments, Briar Hall LLC
Eric Simas, Vice President, HarbourVest Partners
Co-Investments Panel 2

Proceed With Caution: Adverse Selection and Other Co-Investment Risks Every Prospective Co-Investor Should Understand


Moderator:Mrinalini Lhila, Editoral Director of Conferences, Buyouts Insider

Speakers:
Cari Lodge, Managing Director, Commonfund Capital
Craig Payne, Managing Director, BlackRock Private Equity Partners
Derek Schmidt, Senior Research Analyst - Private Equity, Marquette Associates
2:30 PMBuyouts Panel 10

Five Steps Managers Can Take to Crush the First 100 Days of a Portfolio Company


Moderator:Luisa Beltran, Senior Editor, Buyouts Insider

Speakers:
Nathan Brown, Managing Director, Wind Point Partners
Mark Gormley, Partner, Lee Equity Partners
Brian Jacobsen, Managing Partner, West Monroe Capital
Co-Investments Panel 3

How to Assess a Co-Investment Deal in Ten Days: A Discussion on Strategies For Completing a Thorough Diligence Process Quickly


Moderator:Chris Witkowsky, Private Equity Editor, Buyouts Insider

Speakers:
Maria Boyazny, Founder and CEO, MB Global Partners
Dominick Cice, Vice President, Capital Dynamics
Brian Gallagher, Partner, Twin Bridge Capital Partners
Jon Soffer, Vice President, RCP Advisors
3:00 PMAfternoon Networking Break
3:30 PMBuyouts Panel 11

GP Minority Stakes: LP Perspectives on the Pros and Cons of This Funding Strategy


Moderator:Sarah Pringle, Reporter, Buyouts Insider

Speakers:
Matthew Coyne, Vice President, TorreyCove Capital Partners
Bruce Ingram, Partner , Aon Hewitt Investment Consulting
Shawn Quinn, Vice President, Wilshire Associates
Suganya Tharmalingam, Managing Director, Kensington Capital Partners
Family Offices Panel 1

Family Office 101: Understanding How to Raise Capital From This Growing But Elusive Class of Investors


Moderator:Ian Mackenzie, Founder and Managing Partner, Mira Capital Advisors

Speakers:
Brad Beatty, Chief Investment Officer, Sirius Partners
Gil Calderon, Chief Investment Officer, M4 Investments
Alex Paul, Chief Investment Officer, Archpoint Investors
4:00 PMBuyouts Panel 12

Secondary Private Equity Funds: What Are the Merits of This Investment Strategy In the Current Environment?


Moderator:Luisa Beltran, Senior Editor, Buyouts Insider

Speakers:
Cari Lodge, Managing Director, Commonfund Capital
Mike Zeleniuch, Managing Director, Private Advisors
Family Offices Panel 2

Fund Investing, Co-Investing and Direct Investing: How Are Family Offices Approaching These Investment Opportunities?


Moderator:David Toll, Executive Editor , Buyouts Insider

Speakers:
Andrew Braithwaite, Vice President, Cynosure Group
Paul Carbone, Managing Partner, Pritzker Group Private Capital
Ronald S. Diamond, Chairman & Chief Executive Officer, Diamond Wealth Strategies
4:30 PMBuyouts Panel 13

Specialist vs Generalist Managers: Who is Generating Greater Alpha? What Does the Data Show?


Moderator:Mathew Johnson, Partner, 500 Startups
Moderator:Sarah Pringle, Reporter, Buyouts Insider

Speakers:
Andrew Callahan, Principal, StepStone Group
Scott Tabor, Vice President, Private Capital, Fund Evaluation Group
Ryan Tiffany, Vice President, Aberdeen Asset Management Inc.
Family Offices Panel 3

Open Q&A With Our Favorite Family Offices: Ask Them Anything


Moderator:Eamon Murphy, Reporter, Buyouts Insider

Speakers:
Andrew Braithwaite, Vice President, Cynosure Group
Ronald S. Diamond, Chairman & Chief Executive Officer, Diamond Wealth Strategies
Kay Torshen, Chief Investment Officer, Torshen Capital Management
5:00 PMFireside Chat with Tony James

Tony James, Executive Vice Chairman, The Blackstone Group

Moderator:David Toll, Executive Editor , Buyouts Insider
5:30 PMNetworking Reception

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