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.
KEYNOTE SPEAKERS
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Steve Pagliuca, Senior Advisor, Bain Capital Mr. Pagliuca is a Senior Advisor at Bain Capital, a leading global investment firm based in Boston with approximately $160 billion in assets under management. He is a co-owner and Managing General Partner of the World Champion Boston Celtics and serves on the NBA Board of Governors. Steve is also co-owner and co-chairman of the Serie A professional football club, Atalanta Bergamasca Calcio. Mr. Pagliuca has been recognized for his many significant philanthropic efforts and contributions. He is the recipient of several awards for his contributions to leadership and commitment to numerous nonprofits in Boston and beyond. Mr. Pagliuca is also a frequent contributor on television, radio and print media to provide commentary focusing on global economic issues. Mr. Pagliuca received a B.A. from Duke University in 1977 and an M.B.A. from the Harvard Business School in 1982. |
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Scott Sperling, Co-Chief Executive Officer and Co-Chair, Thomas H. Lee Partners Scott Sperling joined Thomas H. Lee Partners in 1994, Mr. Sperling is Co-Chief Executive Officer and a Co-Chair of the firm’s Management committee of Thomas H. Lee Partners. Mr. Sperling's current and prior directorships include Thermo Fisher
Scientific Corp., Agiliti, the Madison Square Garden Company, Experian, Warner Music Group, Houghton Mifflin Co.,
Fisher Scientific, Univision Communications, Inc., iHeartMedia, Inc., Front Line Management, The Learning Company,
PriCellular Corp., ProcureNet, ProSiebenSat.1, Wyndham Hotels, Federal Street Acquisition Corp., and several other
private companies. |
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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. |
SPEAKERS
Sean Ward Senior Managing Director Blue Owl Capital
Bobby Campbell Managing Director—Credit KKR
Marion Hayes Senior Managing Director, Head of Responsible Investing Arsenal Capital Partners
George Cole Managing Partner The Riverside Company
Ritika Chandra Head of ESG TA Associates
Michael Carmen Partner, Private Equity Lead Portfolio Manager Wellington Management
Jason Scoffield Chief Compliance Officer Audax Group
Katie Czerepak Head of Talent, Tech Opportunities, Bain Capital
Sandor Hau Managing Director and Head of Credit Charlesbank Capital Partners
Andrew DiGeronimo Partner LGT Capital Partners
Leland Richards Partner, Private Credit Adams Street Partners
Brian Kasser Talent Partner Welsh, Carson, Anderson & Stowe
Jarid Colucci Managing Director & Co-Head BlackRock Secondaries BlackRock
Boriana Karastoyanova Managing Director Neuberger Berman
Sebastien Bilodeau President and Managing Director Cerberus Capital Management
John Knapp Operating Director, Portfolio Talent Berkshire Partners
Ganesh Rao Managing Director Thomas H. Lee Partners
Karen Simeone Managing Director - Credit HarbourVest Partners
Jeffrey Gordon Managing Partner The Riverside Company
Lisa Cohen Founder, Board Chair and Chief Executive Officer Visible National Trust and Visible Foundation
Edmund Kim Managing Director ONCAP
Jon Davies Managing Director, Head of Talent Lightyear Capital
Matt Cashion Partner Pantheon
Hillary Flynn Senior Managing Director, Director of ESG Wellington Management
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Key Discussion Topics
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?
