2019-10-29T00:00:00-0400

2019-10-30T00:00:00-0400

3rd Annual Private Equity US Fall Forum San Francisco, CA | October 29-30, 2019 Request Agenda


The 3rd Annual Private Equity US Fall Forum is the leading investor-centric meeting for LPs investing in private markets.

The forum brings together 400+ investors, funds, 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 US and international pension funds, foundations, endowments, fund 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

David Layton, Partner, Co-Chief Executive Officer, Head of Private Equity, Partners Group

Mr. Layton is Head of the Private Equity business department and Head of the European Private Equity business unit, based in Denver. He is a member of the Executive Committee and the Global Executive Board. He is furthermore a member of the Global Investment Committee and the Private Equity Directs Investment Committee. Previously, he was the Head of Private Equity in the Americas. He has been with Partners Group since 2005 and has 15 years of industry experience. He has represented Partners Group on the Board of Directors of several portfolio companies. He holds a bachelor’s degree in finance from Brigham Young University’s Marriott School of Management, USA.


Mark Yusko, Founder, Chief Executive Officer & Chief Investment Officer, Morgan Creek Capital

Mr. Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital).


REQUEST AGENDA

Key Discussion Topics

  • Global Private Equity Investing
  • Impact of Tax Reform on Private Equity Strategies
  • Investing in US Private Equity
  • Private Credit - Challenges, Risks, and Opportunities 
  • Navigating New Regulation, Structural Considerations & Fund Formation / Operations
  • Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation
  • Middle Market & Growth Investing
  • Secondaries, Co-Investments, & Fund of Funds
  • Venture Capital, Technology & IP Investments

PRICING

Early Bird I $1800 06/28/19
Early Bird II $2000 07/26/19
Pre-Event Registration I $2200 08/30/19
Pre-Event Registration II $2400 09/27/19
Event Registration $2600 10/25/19
Venue Registration $2750 10/29/19

VENUE


The Julia Morgan Ballroom
465 California St
San Francisco, CA
94104
CLICK TO VISIT VENUE WEBSITE

CONTACT

PROGRAM MANAGER

Christopher Nelson

Program Manager / Investor Relations

+1 347-778-0705

Christopher.Nelson@marketsgroup.org

PROGRAM MANAGER

Lucas Alexandre

Program Manager / Investor Relations

+1 646-201-9408

Lucas.Alexandre@marketsgroup.org

SPONSORSHIP SALES

Patrick Egan

Head of Delegate Relations

+1 917-551-5727

Patrick.Egan@marketsgroup.org

SPONSORSHIP SALES

Nawshad Noorkhan

Relationship Manager

+44 20 3868 9692

Nawshad.Noorkhan@marketsgroup.org

MARKETING

John Zajas

Marketing Manager & Data Protection Officer

+1 347-778-2537

John.Zajas@marketsgroup.org

HEAD OF PRIVATE EQUITY

Paloma Lima-Mayland

Head of Private Equity

+1 646-201-5837

Paloma.Lima@marketsgroup.org

DELEGATE RELATIONS

Roberta Dalla

Delegate Relations Associate

+1 212-213-3271

Roberta.Dalla@marketsgroup.org