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

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

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


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

The forum brings together 450+ 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 forum will bring together 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 round-tables of leading global institutional investors discussing their specific investment appetites.

KEYNOTE SPEAKERS

Orlando Bravo, Founder & Managing Partner, Thoma Bravo

Mr. Bravo is a Founder & Managing Partner at Thoma Bravo. He spearheaded the firm’s investment strategy in software, leading Thoma Bravo’s rise as one of the most successful private equity firms of the last decade. Orlando has overseen over 200 acquisitions completed by Thoma Bravo, representing over $60 billion in enterprise value. He is recognized as one of the leading private equity investors in the software and technology sectors and was named one of “Eight Buyout Pros to Watch” by Thomson Reuters' Buyouts. He holds an MBA from the Stanford GSB and a law degree from Stanford Law School.


Rich Lawson, Chairman | Chief Executive Officer & Co-Founder, HGGC

Mr. Lawson is the Chairman, Chief Executive Officer and Co-Founder of HGGC. Based in Palo Alto, California, HGGC is a leading private equity firm with over $4.3 billion in cumulative capital commitments and oversees portfolio companies that employ more than 63,000 employees globally. Over its history, HGGC has completed platform investments, add-on acquisitions, recapitalizations and liquidity events with an aggregate transaction value of $20 billion. Mr. Lawson has been involved in all phases of the firm’s development since its inception and directs HGGC’s firm governance, investment decisions, and investor relations.


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. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill.  Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago. 


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

Mr. Conte is a business leader, philanthropist, policy entrepreneur and Chairman & 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.


Richard Kramlich, Chairman Emeritus & Co-Founder, New Enterprise Associates

Mr. Kramlich is Co-Founder of NEA and is currently Chairman of the NEA Management Company. Dick was Managing General Partner of the firm through NEA VII when he turned the reins over to Peter Barris and became a General Partner. He 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.


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

Mr. Layton is Head of the Private Equity business department & 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.


Hans Tung, Managing Partner, GGV Capital

Mr. Tung is a Managing Partner at GGV Capital, focusing on consumer Internet, e-commerce, and IoT investments globally. He is recognized among the top venture capital investors in the world, having been named to the Forbes Midas list seven times from 2013-2019, most recently ranking #7, and #18 on the New York Times/C.B. Insights Top 100 Venture Capitalists list. He has invested in 14 unicorns, each valued at more than $1 billion. Hans was an early investor and former board member of Xiaomi most recently valued at $33 billion—and Musical.ly, which was acquired by Bytedance for around $900 million. He actively works with Airbnb co-founder Nathan Blecharczyk on Airbnb’s China strategy, and helped broker Uber co-founder Garrett Camp’s first meeting with Didi Chuxing in 2013.


MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.

Key Discussion Topics

  • Global Private Equity Investing
  • Impact of Tax Reform on Private Equity Strategies
  • 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
  • Investing in US Private Equity

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

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

Media Partnerships

+1 212-600-8631

Marketing@marketsgroup.org