2021-10-26T00:00:00-0400

2021-10-27T00:00:00-0400

4th Annual Private Equity US Fall Forum San Francisco | October 26-27, 2021 Request Agenda


The 4th Annual Private Equity US Fall Forum is the leading West Coast investor-centric event for LPs investing in private markets.

The forum brings together investors, fund managers, and advisers for a two-day event covering sectors, due diligence, and private equity investment opportunities in the US and around the world.

The forum gathers 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 with leading global institutional investors discussing their specific investment appetites.


We’re committed to the health and safety of all of our attendees.  At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.

KEYNOTE SPEAKERS

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

Rich Lawson is Chairman, CEO and Co-Founder of HGGC, a leading middle-market private equity firm with over $5.6 billion in cumulative capital commitments and portfolio companies that employ more than 70,000 employees globally. Mr. Lawson directs the firm’s strategy and investment decisions, governance and investor relations and he has overseen over 290 transactions representing more than $40 billion. Mr. Lawson is also Chairman of Pathfinder Acquisition Corporation, a SPAC backed by affiliates of HGGC and Industry Ventures.

Prior to leading HGGC, Mr. Lawson established predecessor private equity funds Huntsman Gay Capital Partners in 2007, and Sorenson Capital in 2002. Mr. Lawson also worked at Morgan Stanley and served as President and CEO of Found, Inc.


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.


Hans Tung, Managing Partner, GGV Capital

Hans Tung is a Managing Partner at GGV Capital, focusing on early-stage investments across the global digital economy ecosystem. He is consistently recognized among the top venture capital investors in the world, having been named to the Forbes Midas list nine consecutive years from 2013-2021, most recently ranking #3. His portfolio includes 18 companies valued at more than $1 billion, including Affirm, Airbnb, Bytedance, Peloton, StockX and Wish. Hans oversees GGV’s DE&I initiatives, and he is the co-host of the popular podcast, “Evolving for the Next Billion” on entrepreneurship in the US, China, India, SE Asia and Latin America.


C. Richard Kramlich, Co-founder, Chairman Emeritus, NEA, Co-founder, Green Bay Ventures

Mr. Kramlich is the Co-founder and Co-Managing Director of Green Bay Ventures. He is formerly the Co-founder and current Chairman Emeritus of New Enterprise Associates . He was Managing General Partner of NEA through NEA VII when he turned the reins over to Peter Barris and became a General Partner. 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. 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 to companies with market value in excess of $1 billion.



REQUEST AGENDA

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Key Discussion Topics

Global Private Market Investing

How are leading fund managers taking the offensive amidst these difficult times? Additionally, how are they working alongside existing portfolio companies to navigate through the headwinds caused by COVID-19?

Portfolio Optimization & Value Creation—What Tools & Strategies are Leading Funds Using to Support Growth in Their Portfolio Companies?

How are private equity firms navigating their portfolio companies through the headwinds caused by COVID-19? What strategies are GPs utilizing to preserve liquidity, reduce costs and prepare for an extended downturn?

Technology, Security, & Intelligence Influence in Private Equity

How are alternative asset firms managing data and cybersecurity risks? Additionally, how are firms utilizing and leveraging technology to improve firm, portfolio company and limited partner relationship management and transparency.

A Spotlight on ESG Management: Navigating Growing Expectations

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?

Sourcing, Practicing Efficient Due Diligence and Downside Risk Mitigation

The post-COVID-19 deal-making environment has provided private equity managers the opportunity to source deals, including secondaries, with more favorable terms. Prospective secondaries buyers will need to conduct due diligence on the fund in which the interests are being sold. How can secondaries funds maintain diversification in a market defined by increasingly concentrated deals? Traditionally, sourcing primary and secondary investments and conducting due diligence has always been conducted in person, requiring travel and numerous face to face meetings. Amidst the pandemic, managers needed to adapt to deal-making while simultaneously social distancing and implementing new technology for working from home to video conferencing. Panelists discuss how their due diligence strategies have changed in the last several months and share thoughts on best practices for the future.

LP Perspective on Global Private Equity Markets

Are LPs willing to increase their allocations to these long term illiquid strategies? How have these recent market conditions affected their allocation preferences, fund structure considerations, or geography preferences?

Private Credit—Challenges, Risks, and Opportunities

The disruption caused by COVID-19 has significant implications for private credit lenders, who are preparing for potential bankruptcy or work-out scenarios, or term amendment discussions. 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?

PRICING

Early Bird 1,900 06/11/21
Level 1 2,200 07/16/21
Level 2 2,500 08/20/21
Level 3 2,800 09/03/21
Level 4 3,000 10/01/21

VENUE


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

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

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