The Annual Private Equity Boston Forum is the leading East Coast investor-centric event for LPs investing in private markets.
The forum brings together investors, fund managers, and advisers for a two-day meeting to discuss sectors, due diligence, and private equity investment opportunities in The US and around the world.
The investor-focused event provides a due diligence forum for pension funds, foundations, endowments, funds of funds, family offices, wealth managers, consultants, and sovereign wealth funds interested in direct research on private investment opportunities.
Session topics cover the entire spectrum of private equity investments, from sector-specific sessions on venture capital to discussions on global buyout opportunities and roundtables of leading global institutional investors discussing their specific investment appetites.
Scott Dahnke, Global Chief Executive Officer, L Catterton
Mr. Dahnke is the Global Co-CEO of L Catterton. Mr. Dahnke has a broad range of business experience in private equity, consulting, management, and finance. Prior to joining L Catterton over 15 years ago, he was a Managing Director at Deutsche Bank Capital Partners and at AEA Investors, Chief Executive Officer of infoUSA (now privately-held infogroup), and Partner at McKinsey & Company. His early career also includes experience in the Merger Department of Goldman, Sachs & Co. and with General Motors. Mr. Dahnke received a Bachelor of Science, magna cum laude, in Mechanical Engineering from the University of Notre Dame. He also received academic honors while earning a MBA from the Harvard Business School.
John Toomey, Managing Director, Executive Committee, HarbourVest Partners
Mr. Toomey is one of two members of the Firm’s Executive Management Committee, which serves as HarbourVest’s CEO; and is also a member of the Portfolio Construction Committee. He first joined the Firm in 1997, as a member of the direct investment team. He rejoined HarbourVest in 2001 after business school, and has focused on secondary investments since 2003. John was involved with the 2007 initial public offering of HarbourVest Private Equity Limited (HVPE) on Euronext Amsterdam and served as Chief Financial Officer from the IPO through September 2008. John received a BA (cum laude) in Chemistry and Physics from Harvard University in 1995 and an MBA from Harvard Business School in 2001, where he was awarded the Loeb Fellowship for outstanding achievement in finance.
Richard Kramlich, Co-founder & Chairman Emeritus, New Enterprise Associates
Mr. Kramlich is formerly the Co-founder and current Chairman Emeritus of New Enterprise Associates (NEA). 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. 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.
Mitch Truwit, Co-Chief Executive Officer, Apax Partners
Mr. Truwit is Co-CEO of Apax and an Equity Partner. He is co-chair of the Apax Executive Committee and a member of the Apax Buyout Fund Investment Committee, AMI Investment Committee, Credit Investment Committee, Impact Investment Committee, and AGA Investment Committee. He is also Chair of the Apax Digital strategy, member of the Apax Allocation Committee and Fair Market Value Committee, and a Trustee of the Apax Foundation. Mitch is based in New York. Prior to joining Apax in 2006, Mitch was the President and CEO of Orbitz Worldwide between 2005 and 2006 and was the Executive Vice President and Chief Operating Officer of priceline.com between 2001 and 2005. Mitch is a graduate of Vassar College where he received a BA in Political Science. He also holds an MBA from the Harvard Business School.
Dick Cashin, President, One Equity Partners
Mr. Cashin has over 40 years of private equity investing experience. He has been closely involved in all of OEP’s investments during its 14 years within JPMorgan and for the past 7 years as an independent firm. Prior to founding OEP, Mr. Cashin was with Citigroup Venture Capital from 1980-2000, serving as President from 1994-2000. In 1976 and 1980, Dick was a member of the U.S. Olympic Rowing Teams and was a world champion in 1974. He attended Harvard University and graduated in 1975 with a degree in East Asian Studies. Following a one-year fellowship at Trinity College, Cambridge in 1976, he worked at Jardine Matheson in Hong Kong and completed his MBA at Harvard Business School in 1980.
David Leuschen, Co-founder and Senior Managing Director, Riverstone Holdings
Mr. Leuschen sits on the Investment Committees of all the various Riverstone investment vehicles. Prior to founding Riverstone, Mr. Leuschen was a Partner and Managing Director at Goldman Sachs and founder and head of the Goldman Sachs Global Energy and Power Group. He currently serves on the Boards of Directors of Centennial Resource Development, Inc., Enviva Holdings GP, LLC, Enviva Partners GP, LLC, Pattern Energy Group LP, Decarbonization Plus Acquisition Corporation II (DCRN), Decarbonization Plus Acquisition Corporation III (DCRC), Decarbonization Plus Acquisition Corporation IV (DCRDU), Talen Energy Corporation, and various private Riverstone portfolio companies. Mr. Leuschen received his A.B. from Dartmouth and his M.B.A. from Dartmouth’s Amos Tuck School of Business.
Jason Ment, President and Co-COO, StepStone Group
Mr. Ment is the President and Co‐COO of StepStone Group where he focuses on operational and firm
management activities. Prior to joining StepStone in 2010, Mr. Ment was general counsel of Citi Private
Equity, a US$10 billion equity co‐investment, mezzanine, and fund of private equity funds business.
While at Citigroup, he was also the general counsel of Metalmark Capital, a middle‐market private
equity business, and Citi Sustainable Development Investments, a clean technology and renewable
energy focused venture investment business. Before that Mr. Ment was a member of O’Melveny &
Myers LLP’s Mergers & Acquisitions/Private Equity Group and of McDermott Will & Emery LLP’s Mergers
&Acquisitions Group. Mr. Ment received his BS from Cornell University and his JD from the New York
University School of Law.
David Lobel, Founder & Managing Partner, Sentinel Capital Partners
Mr. Lobel is the founder and Managing Partner of Sentinel Capital Partners. Since establishing Sentinel nearly three decades ago, he has established a successful, long term midmarket private equity record. He previously spent 15 years at Smith Barney's private equity affiliate where he served as a general partner of its funds and a Managing Director of Smith Barney. Mr. Lobel started his career as a consultant at Bain & Company. He received an MBA and an MS with distinction from Stanford University and currently serves on the Stanford Graduate School of Business Advisory Council. Mr. Lobel, who was born in South Africa, received a B.Sc. (Hons), with highest honors, from the University of the Witwatersrand. He served with distinction in the South African Navy, where he graduated first in his class.
Ben Dell, Managing Partner and Founder, Kimmeridge
Mr. Dell is a managing partner and founder of Kimmeridge, an energy private equity firm focused on investing in low-cost unconventional oil and gas assets in the US upstream energy sector. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies.
Mr. Dell also serves as the Chairman and interim CEO of Civitas Resources, a Colorado energy leader formed through the merger of Bonanza Creek Energy and Extraction Oil & Gas. After closing in November, Civitas is now Colorado's first net-zero oil and gas producer on a scope 1 and 2 basis.
Mr. Dell is a leading voice for change in the E&P sector, advocating for reform through direct investment & advisory, focused research, and thought leadership.
Prior to founding Kimmeridge, Mr. Dell served as Co-Head of Energy Investments at AllianceBernstein and prior to that he was a Senior Equity Research Analyst for Oil and Gas E&P at Sanford Bernstein, where he was ranked first three times in the Institutional Investor Research Survey for coverage of E&Ps. Mr. Dell was also ranked for Natural Gas and for Oil Services and Equipment coverage. He was previously a member of British Petroleum's M&A and finance group.
Mr. Dell received an undergraduate degree in Earth Sciences from St. Peter's College, Oxford.
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Global Private Equity Investing
As the world turns its focus to inflation, geopolitical conflicts and potential recession, how are the private markets responding in different geographies? How are leading fund managers taking the offensive in this new climate? Additionally, what opportunities are presenting across varying markets to better prepare for future global challenges?
Portfolio Optimization & Value Creation—Tools & Strategies Leading Funds Use to Support
Growth & Reduce Costs
How are private equity firms navigating their portfolio companies through the continuing headwinds caused by economic conditions and the stock market slide. What strategies are GPs utilizing to preserve liquidity, reduce costs, create value, and drive EBITDA? How do partners and leading consultants identify opportunities to boost long term innovation and productivity in portfolio companies?
A Spotlight on ESG Management: Navigating Growing Expectations
Sustainable investing has never been more important in the private equity community, with a wave of social and environmental challenges markets are showing a shift of trillions of dollars into sustainable financial investments. What’s truly driving the trend toward “sustainable capitalism”? How are GPs responding to LPs ESG agendas in private equity? How are LPs and GPs making a difference and driving profits? Experts discuss how to best understand the relationship between corporate sustainability practices and company financial performance
Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation
In the midst of continued economic uncertainty, what is the current reality and outlook for deal sourcing and pricing?
What are the primary due diligence focal points, and how are they shifting in today’s climate? Furthermore, which risks pose the greatest challenge, and how are investors hedging against potential pitfalls? Panelists discuss how their sourcing procedures, due diligence strategies and risk mitigation practices are adapting to today’s climate and share thoughts on best practices for the future.
Limited Partner Roundtable
A conversation with leading global LPs allocating to private markets in the US and covering key investment and monitoring themes influencing investments ranging from effects of inflation, geopolitical concerns, co-investments, direct investments/developing a private equity team, valuations, ESG, and fund types from buyout to venture, private debt and real assets. Panelists discuss key attributes they expect from fund managers and their view on everything from hyper fundraising cycles to diversity & inclusion measures.
Private Credit—Challenges, Risks, and Opportunities
Current economic uncertainty is causing significant implications for private credit lenders, who are preparing for potential bankruptcy, workout scenarios, or term amendment discussions. Historically low interest rates and concerns over later term liquidity are prompting many portfolio companies that are financially strong to tap their revolving credit lines. Despite the headwinds, many managers are continuing to cautiously make new deals in favorable sectors such as business services, and IT as well as look at purchasing attractive loans on the secondary market. Leading managers discuss what changes they are seeing in the private credit markets and their outlooks on the future of the asset class. Additionally, can any parallels be drawn from the 2008 financial crisis?