The 5th Annual Private
Equity San Francisco 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 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 roundtables of leading global institutional investors discussing their specific investment appetites.
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KEYNOTE SPEAKERS
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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. |
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Scott Dahnke, Global Chief Executive Officer, L Catterton Mr. Dahnke is the Global Co-CEO of L Catterton. Mr. Dahnke has a broad range of business experience in private equity, consulting, management, and finance. Prior to joining L Catterton over 15 years ago, he was a Managing Director at Deutsche Bank Capital Partners and at AEA Investors, Chief Executive Officer of infoUSA (now privately-held infogroup), and Partner at McKinsey & Company. His early career also includes experience in the Merger Department of Goldman, Sachs & Co. and with General Motors. Mr. Dahnke received a Bachelor of Science, magna cum laude, in Mechanical Engineering from the University of Notre Dame. He also received academic honors while earning a MBA from the Harvard Business School. |
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Richard Kramlich, Co-founder & Chairman Emeritus, New Enterprise Associates Mr. Kramlich is formerly the Co-founder
and current Chairman Emeritus of New Enterprise Associates (NEA). 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. 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. |
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Matthew Hansen, Founder & Managing Partner, Financial Services Capital Partners Mr. Hansen has been a private equity investor for over 20 years, and has focused on the financial services sector throughout his career. Before founding FSC in 2019, he was a Senior Partner and Head of UK & Europe at Atlas Merchant Capital, a financial services private equity firm. Prior to Atlas, Matthew was a Partner & Managing Director responsible for European Private Equity for Cerberus Capital Management. Throughout his time at Atlas and Cerberus, he sat on numerous boards, investment committees, and credit committees of both regulated and unregulated entities, in the US and across Europe. Matthew graduated from the University of Texas with a BBA in Finance, and holds a joint-MBA from Columbia University and London Business School. He started his career in investment banking at Bear Sterns in New York, before moving to LBO PE firm Madison Dearborn Partners in both Chicago and London. |
SPEAKERS
Patty Nykodym Chief Financial Officer/Chief Compliance Officer FFL Partners
Brett Horton Managing Director, Portfolio Manager of Alternative Investments Paris- Roubaix Group
John Moon Head of Morgan Stanley Energy Partners Morgan Stanley
Sonya Brown General Partner Norwest Venture Partners
Carl Press Partner & Head of Explore Thoma Bravo
Marc Verissimo Executive Trustee University of California at Davis Foundation
Guy Pinkman Committee Member, Trustee, PBGC Advisory Board, Lincoln Police and Fire Pension Fund
Brijesh Jeevarathnam Partner & Co-Head of Global Venture fund Investments Adams Street Partners
Alex Slusky Managing Partner Vector Capital
Amy Ridge Partner Mercer
Mike Morris Managing Director Flexpoint Ford
Cameron Breitner Managing Partner CVC Capital Partners
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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 & Downside Risk Mitigation
Amidst the pandemic, investors needed to adapt to dealmaking while simultaneously social distancing and implementing new technology for working from home and 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?
VENUE
The Julia Morgan Ballroom
465 California Street
San Francisco, CA
94104
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