2023-10-03T00:00:00-0400

2023-10-04T00:00:00-0400

6th Annual Private Equity San Francisco Forum San Francisco | October 3-4, 2023 Request Agenda


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.


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KEYNOTE SPEAKERS

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. 

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

Mr. Lawson is Chief Executive Officer and Co-Founder of HGGC.  Mr. Lawson has been involved in all phases of the firm’s development since its formation and directs the firm’s strategy and investment decisions, governance and investor relations. Since HGGC’s inception, Mr. Lawson has overseen over 700 completed transactions representing more than $80 billion in aggregate transaction value. Mr. Lawson also serves as a director, chairman emeritus or trustee of several philanthropic and cultural institutions including the Capital Impact Foundation, San Francisco Zoo, Wasatch Adaptive Sports and the Forever Young Foundation.  Mr. Lawson received his M.B.A. from Harvard Business School and B.A. from Amherst College.


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Please note only corporate email addresses will be accepted.

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By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

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?

PRICING

Registration 5,000 USD 10/04/23

VENUE


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

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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