The 6th 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.
Jeffrey Diehl, Managing Partner & Head of Investments, Adams Street Partners
Mr. Diehl is the Managing Partner and Head of Investments at Adams Street. He is responsible for the overall management of the firm and oversees the investment teams’ processes and strategies. Jeff joined Adams Street’s Growth Equity team in 2001 and focuses primarily on growth investments in application software, financial technology and consumer internet.
Prior to joining Adams Street, he served as a Principal for The Parthenon Group, a Boston-based strategy consulting and principal investing firm with Bain Consulting roots. Jeff is Chairman of both Adams Street’s Portfolio Construction Committee and Executive Committee, and a member of the Growth Equity Investment Committee and New Product Committee.
Jai Das, President, Partner and Co-Founder, Sapphire Ventures
Mr. Das is President, Partner and Co-Founder at Sapphire Ventures. He invests in startups that he believes are developing ground-breaking products and are on their way to becoming Companies of Consequence. He has more than 15 years of investment experience and has helped multiple companies innovate their product and marketing strategies in order to become market leaders. 13 of his investments have IPO’ed while 17 have been acquired. He is often sought out by media including publications such as Insider, Bloomberg and TechCrunch for his expert commentary around enterprise tech trends, the burgeoning crypto and blockchain ecosystem, navigating shifting market conditions and more. He is a frequent speaker at industry conferences, having most recently spoken on the topic of crypto at SuperVenture in Europe. Prior to joining Sapphire Ventures in 2006, Jai worked at Oracle, Intel Capital, Agilent Ventures, and MVC Capital. He has a B.Sc. in Electrical Engineering from Brown University and an MBA from University of Chicago’s Booth School of Business.
David Smolen Managing Director, General Counel & Chief Compliance Officer GI Partners
Shifat Hasan Director, Investment Performance and Compliance CalSTRS
Cameron Breitner Managing Partner CVC Capital Partners
Frank Kyungsik Lee Managing Director & President of San Francisco Office Korea Investment Corporation
Hadley Mullin Senior Managing Director TSG Consumer
Benjamin Perl Managing Director Neuberger Berman
Jenna Shen Managing Director, Vintage Funds Goldman Sachs
Paul Yett Director of ESG & Sustainability Hamilton Lane
Mark Fiske Operating Partner, Digital Transformation H.I.G. Capital
Raj Rupani Head of US Tax & Transaction Support Cinven
Maurice Gordon Senior Investment Manager The Guardian Life Insurance Company of America (US)
Katie Solomon Managing Director, Talent Management Genstar Capital
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Global Private Market Investing
While deal activity remains above pre-pandemic levels, 2022 saw a significant decline in activity from the year prior. How are leading fund managers taking the offensive in a less than favorable market environment? Which geographies are demonstrating more resiliency, and which markets are facing more challenges?
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 continuing headwinds caused by economic conditions and the stock market slide. What strategies are GPs utilizing to preserve liquidity, reduce costs, create value, and drive EBITDA? How do partners and leading consultants identify opportunities to boost long term innovation and productivity in portfolio companies?
Technology, Security, & Intelligence Influence in Private Equity
As global geopolitical tensions rise, how are alternative asset firms managing technology and cybersecurity risks? Additionally, how are firms utilizing and leveraging technology to hedge against vulnerabilities while improving transparency? Investors discuss rising cybersecurity challenges and best approaches to solve and reduce vulnerabilities within their funds and across portfolio companies.
A Spotlight on ESG Management: Navigating Growing Expectations
Sustainable investing has never been more important in the private equity community, with a wave of social and environmental challenges markets are showing a shift of trillions of dollars into sustainable financial investments. 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? Experts discuss how to best understand the relationship between corporate sustainability practices and company financial performance.
Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation
The pandemic deal making environment has provided private equity managers the opportunity to source deals at more attractive prices. Traditionally, sourcing investments and conducting due diligence has always been conducted in person, requiring travel and numerous face to face meetings. Amidst the pandemic, investors needed to adapt to deal making 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
Over the past decade, private equity saw in increased popularity and importance amongst institutional investors. However, rising inflation, geopolitical tensions and other market factors raise new concerns for LPs regarding risk and liquidity. 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
Despite the headwinds, many managers are continuing to cautiously make new deals in favorable sectors such as business services, and IT as well as look at purchasing attractive loans on the secondary market. 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?