2020-09-15T00:00:00-0400

2020-09-15T00:00:00-0400

ALTSSV Mountain View | September 15, 2020 Request Agenda


ALTSSV is developed and led by CFA Society San Francisco, CAIA San Francisco and the CalALTS Association. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market.

ALTSSV has been developed for:

PAST KEYNOTE SPEAKERS

Jean-Pierre Conte, Chairman and Managing Director, Genstar Capital

Jean-Pierre Conte is a business leader, philanthropist, policy entrepreneur and Chairman and Managing Director of Genstar Capital, a San Francisco-based private equity firm investing in growth industries including life sciences, financial services, industrial technology and software. A graduate of Colgate University and Harvard Business School, J-P joined Genstar Capital in 1995, and within three years he was leading the firm. Since 1995, the firm has acquired 66 platform companies with $18.3 billion of revenue and 455 strategic add-on acquisitions with another roughly $20 billion in revenue. Under J-P’s stewardship, Genstar Capital has grown from $100 million to a fully functioning and distributed partnership with five senior partners who have worked closely together for up to 15 years, 60 professionals and over $17 billion of committed capital.


C. Richard Kramlich, Co-founder and Co-Managing Director, Green Bay Ventures

Dick is the Co-founder and Co-Managing Director of Green Bay Ventures. He is formerly the Co-founder and current Chairman Emeritus of New Enterprise Associates (NEA). He was Managing General Partner of NEA through NEA VII when he turned the reins over to Peter Barris and became a General Partner. During the 20 years Dick was the Managing General Partner of NEA, the partnership achieved top quartile returns for its Limited Partners. Dick began his venture career in 1969 as a General Partner with Arthur Rock and Co. after nine years in general management as Manager of Financial Planning at the Kroger Co. and in investment management as Executive Vice President at Gardner & Preston Moss Company in Boston. In 1977 Dick was an early investor in Apple Computer for his own account. Since co-founding NEA in 1978, he has been involved in ten companies that have grown from start-up or near start-up stage to companies with market value in excess of $1 billion.


Jonathan Coslet, Chief Investment Officer, TPG

Jonathan Coslet is the Chief Investment Officer of TPG Global. He is Chairman of TPG Capital’s Investment Committee and a member of the TPG Holdings Executive Committee. Mr. Coslet joined TPG at its inception in 1993. Prior to joining TPG, Mr. Coslet worked at Donaldson, Lufkin & Jenrette from 1991 to 1993 and at Drexel Burnham Lambert from 1987 to 1989 where he specialized in leveraged acquisitions. Mr. Coslet received his MBA from Harvard Graduate School of Business Administration in 1991, where he was a Baker Scholar and a Loeb Fellow. Mr. Coslet received his B.S.E. in Economics (Finance) from the University of Pennsylvania Wharton School, where he was Valedictorian, summa cum laude, a Gordon Fellow and a Steur Fellow. Mr. Coslet currently serves on the Boards of Directors of IQVIA, Life Time Fitness, and Cushman & Wakefield. He previously served on the Boards of Directors of Petco, Biomet, Burger King, J.Crew, Fidelity National Information Services, Endurance Specialty, Oxford Health Plans, Iasis Healthcare, Neiman Marcus and several others. Mr. Coslet also serves on the Board, Strategy and Finance Committees of Stanford Children’s Hospital, the Stanford Medicine Advisory Council, the Stanford Institute for Economic Policy Research Advisory Board, the Investment Committee for Eastside Preparatory School and as a Trustee for Menlo School. He also has previously served on the Harvard Business School Board of Advisors, the Federal Reserve Bank of San Francisco Economic Advisory Council and the Hamilton Project.


Anne Casscells, Chief Investment Officer, Aetos Alternatives Management

Ms. Casscells is a Managing Director, Co-President and the Chief Investment Officer of Aetos Capital an investment firm with $11 billion of assets under management. Prior to co-founding Aetos Capital in 2001, Ms. Casscells was Chief Investment Officer of the Stanford Management Company, where she was responsible for the investment of over $10 billion in endowment funds and other assets on behalf of Stanford University. Prior to assuming her position as CIO in 1998, she served as Managing Director of Investment Policy Research, where she was responsible for asset allocation and for the endowment’s absolute return investments.


Deepak Narula, Founder, Managing Partner, Metacapital Management

Deepak Narula is the founder of Metacapital Management, a fund management company specializing in mortgage backed securities. Metacapital launched its current flagship Mortgage Opportunities Fund in July 2008. The Mortgage Value Fund was launched in May, 2012, and the new Rising Rates Fund launched in May, 2013. The flagship fund was ranked as the top performing fund in the Bloomberg Top 100 Hedge Fund Rankings in 2012 for funds managing over $1 Billion, January through October, 2012. The Fund was also ranked second by Barron's on the Barron's Top 100 Hedge Funds Listing for 2012, and was the Absolute Return Awards 2012 Fund of the Year in the "Fixed Income and Mortgage Backed" category. Additionally, the flagship fund was ranked by BarclayHedge in 2011 as a top performing fund, and was the top-performing US mid-sized strategy in 2010 according to Bloomberg Magazine. A prior fund, the Metacapital Fixed Income Relative Value Fund was launched in January 2002. After five years of successful performance, Metacapital unwound this fund and returned investor capital in 2007.


Matthew Halbower, CEO, CIO & Portfolio Manager, Pentwater Capital Management

Matt is the Founder, CEO, CIO, and Portfolio Manager of Pentwater Capital Management. Matt’s experience in event driven investing comes from his years as a Portfolio Manager of event driven trading and distressed securities at Deephaven Capital Management, from his experience as the founder of the Deephaven Event Fund, and from his years of experience as a Portfolio Manager at Citadel Investment Group. Matt has 19 years of investment industry experience. Matt graduated with a B.S. in Electrical Engineering from the Massachusetts Institute of Technology in 1991 and a J.D. from Harvard Law School in 1994.


Ralph Goldsticker, Chief Investment Officer, Alan Biller and Associates

Ralph currently serves as the Chief Investment Officer at Alan D. Biller & Associates. Prior to this role, he was the Director of Portfolio Strategy. Before joining Alan D. Biller & Associates, Ralph worked as Managing Director, Senior Investment Strategist at BNY Mellon Investment Management. Earlier, he was with Mellon Capital, where he worked as Managing Director of Strategic Investments and Managing Director of Research. Before joining Mellon Capital, Ralph was Director of Research at Vestek Systems. Ralph holds an MBA in Finance from UC-Berkeley, a BS from Washington University in St. Louis, and the CFA charter.


Promod Haque, Senior Managing Partner, Norwest Venture Partner

Promod has 28 years of experience in the venture capital industry and currently serves as senior managing partner at Norwest Venture Partners. Promod joined Norwest in 1990, and has invested in more than 70 companies since he began his venture career. His investments have been worth more than $40B in aggregate exit value to date, as 25 of his portfolio companies have gone public and 37 have been acquired (or have gone public and been acquired). In 2014 and 2016, Forbes recognized Promod as a “Hall of Fame” investor. 2017 marked Promod’s thirteenth appearance on the annual Forbes Midas List, including 2004, when he was ranked the #1 venture capitalist based on performance over the previous decade. In 2006, Promod was presented with a Global Leadership award from NASSCOM, and he was honored with the 2011 SV Forum Visionary Award based on his outstanding achievements and contributions to the technology industry.


Benjamin S. Appen, CFA, Founding Partner, Co-Chair of the Investment Committee, Chief Executive Officer, Magnitude Capital

Mr. Appen currently oversees day-to-day firm operations. He jointly managing the investment process, including sourcing, evaluation, monitoring and measurement, decision-making, and risk-oversight functions. Along with Co-Founding Partner, Jim Hall, Mr. Appen sets the strategy and direction of the firm. Mr. Appen was previously a senior vice president at the D. E. Shaw group. During his seven-year tenure, he co-founded and managed the firm’s fund of funds business. In this role, he oversaw the evaluation of investment strategies, manager selection, and quantitative research. Mr. Appen has been invited to speak about hedge funds as a guest lecturer at Columbia University and New York University. He is the vice chair of the board of directors of Neighborhood Trust Financial Partners, a non-profit organization focused on financial literacy and economic empowerment in communities that are underserved by traditional institutions. Mr. Appen is also on the board of directors for Innovations for Poverty Action, which administers rigorous evaluations of development work around the world. He is a trustee of the Citizens Budget Commission. In 1992, Mr. Appen graduated magna cum laude with a B.A. in political science from Columbia University.


Orlando Bravo, Founder, Managing Partner, Thoma Bravo

Mr. Bravo is a Founder and Managing Partner at Thoma Bravo. He spearheaded the firm’s investment strategy in the software industry, leading Thoma Bravo’s rise as one of the most successful private equity firms today. Orlando has overseen more than 200 acquisitions completed by Thoma Bravo, representing more than $60 billion in enterprise value. Orlando is recognized as one of the leading private equity investors in the software and technology sectors. He was named one of “Eight Buyout Pros to Watch” by Thomson Reuters' Buyouts. Orlando is the Founder of the Bravo Family Foundation. In the wake of Hurricane Maria, he donated $10 million to assist in relief efforts and help start the Foundation’s efforts in Puerto Rico. He has remained involved in many philanthropic efforts over the years, including helping to start Border Youth Tennis Exchange (BYTE), a charitable organization founded to enhance the lives of children and young adults on the U.S./Mexican border. Orlando was born in Mayaguez, Puerto Rico.


REQUEST AGENDA

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Key Discussion Topics

- Global Private Market Investing 
- Hedge Fund Allocation
- Positioning Credit Allocation in a Rising Rate Environment  
- Private Equity Investments 
- Real Estate in a Diversified Portfolio and Opportunity Zones
- Venture Capital Investments 
- Blockchain, Cryptocurrencies and AI  


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