2020-10-28T00:00:00-0400

2020-10-29T00:00:00-0400

4th Annual Private Equity US San Francisco Forum San Francisco | October 28-29, 2020 Request Agenda


The 4th 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

David Leuschen, Founder & Senior Managing Director, Riverstone

Mr. Leuschen is a Founder and Senior Managing Director of Riverstone. He is based in New York. 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 was responsible for building the Goldman Sachs energy and power investment banking practice into one of the leading franchises in the global energy and power industry. Mr. Leuschen has also served as Chairman of the Goldman Sachs Energy Investment Committee, where he was responsible for screening potential capital commitments by Goldman Sachs in the energy and power industry. He served as a Director of Cambridge Energy Research Associates, Cross Timbers Oil Company (predecessor to XTO Energy) and J. Aron Resources. Mr. Leuschen received his A.B. from Dartmouth and his M.B.A. from Dartmouth’s Amos Tuck School of Business.


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 65,000 employees globally. Over its history, HGGC has completed platform investments, add-on acquisitions, recapitalizations and liquidity events with an aggregate transaction value of over $25 billion. Prior to leading HGGC, Mr. Lawson established predecessor private equity funds Huntsman Gay Capital Partners in 2007 with industrialist Jon M. Huntsman and Robert C. Gay, as well as Sorenson Capital in 2002 with medical products pioneer James LeVoy Sorenson. Mr. Lawson received his B.A. from Amherst College and his M.B.A. from Harvard Business School.


John Toomey Jr., Managing Director, Executive Committee, HarbourVest Partners

Mr. Toomey is a Managing Director of HarbourVest Partners, where he serves on the firm’s two-member Executive Management Committee, acts as the chief executive officer, and serves on the firm’s four-member Global Investment Committee. He first joined HarbourVest in 1997 as a member of the direct investment team and has been a member of the secondary investment team since 2003. John’s previous experience includes an analyst role at Smith Barney in the Advisory Group focusing on M&A and corporate restructurings. 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.

PAST 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.


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.


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

Mr. Yusko is the Founder, CEO & 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).


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.


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Key Discussion Topics

GLOBAL PRIVATE EQUITY INVESTING

IMPACT OF TAX REFORM ON PRIVATE EQUITY STRATEGIES

PRIVATE CREDIT - CHALLENGES, RISKS AND OPPORTUNITIES

NAVIGATING FUND OPERATIONS & FORMATION INCLUDING REGULATORY AND STRUCTURAL CONSIDERATIONS

SOURCING, PRACTICING EFFICIENT DUE DILIGENCE & DOWNSIDE RISK MITIGATION

MIDDLE MARKET & GROWTH INVESTING

SECONDARIES, CO-INVESTMENTS, & FUND OF FUNDS

VENTURE CAPITAL & TECHNOLOGY

PRICING

Early Bird 1,900 06/25/20
Level 1 2,200 07/23/20
Level 2 2,500 08/20/20
Level 3 2,800 09/22/20
Level 4 3,000 10/22/20

VENUE


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

CONTACT

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