The 7th 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 to discussions on global buyout opportunities and roundtables of leading global institutional investors discussing their specific investment appetites.
KEYNOTE SPEAKERS
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David Breach , President, Chief Operating Officer, Vista Equity Partners David Breach is the President and Chief Operating Officer of Vista Equity Partners. Vista currently has more than $100 billion in assets under management and oversees a portfolio of over 85 enterprise software, data and technology-enabled companies. Mr. Breach oversees the governance of the firm, advises on investment strategies and directs strategic growth initiatives, among other responsibilities. He is a member of Vista’s Executive Committee and serves on the boards of several portfolio companies, including EagleView, Jamf (NASDAQ: JAMF), Solera and Stats Perform. Earlier in his career, Mr. Breach was a Senior Partner at Kirkland & Ellis. He holds a J.D. from the University of Michigan. |
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Pam Hendrickson, Vice Chairman, The Riverside Company In
2006 Pam joined Riverside, a global multi strategy private equity firm, where
she currently serves as Vice Chairman and sits on the Riverside Investment
Council. She is also Chair of the Board of the American Investment
Council, a member of AON’s M&A advisory board, a member of the board of Accordion
Technologies, a member of the board of Applied Biological Laboratories and is a
Trustee of the National Humanities Center, where she chairs the audit
committee. Prior to joining Riverside, she served for 22 years at JP Morgan
Chase with senior roles in both the Real Estate Division and the Private Bank. |
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John Toomey, Co-Chief Executive Officer, 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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Hasan Askari, Co-Founder, Managing Partner, K1 Investment Management Hasan Askari is a Managing Partner at K1 Investment Management. He is responsible for leading the Firm’s Sourcing function, is an active board member for K1’s portfolio companies, and advisor to K1’s management teams. Mr. Askari currently sits on the board of ControlUp, Digital Pharmacist, Emburse, RFPIO, Skuid, and Smarsh. Mr. Askari is a graduate of the Marshall School of Business at the University of Southern California, where he received a BS in Business Administration. Mr. Askari serves on the Board of Directors of UgandaProject, a grassroots non-profit focused on supporting orphans in Uganda and is a member of Young Presidents’ Organization (YPO). Previously, he was a member of the Board of Governors for the University of Southern California’s Alumni Association. |
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Mark Strauch, President, Founding Partner, Alpine Investors Mark is a founding partner and President at Alpine who co-leads the investing and sourcing
functions for the firm. Mark also co-leads the software and tech-enabled services vertical
and is one of the founders of ASG. He has been involved as board member in over 20 past
and present Alpine investments. Prior to Alpine, Mark has served in several CEO roles for
venture and PE-backed businesses and has over 30 years of experience in software and
online businesses. Mark received his MBA from the Kellogg School of Management at
Northwestern University and his Bachelors of Science in Industrial Engineering from Lehigh
University where he graduated with honors and served as a four-year letter winner and captain of the baseball team. |
SPEAKERS
Benjamin Perl Managing Director Neuberger Berman
Matt Kaczmarek Global Head of Sustainable Private Debt Blackrock
Mark Fiske Operating Partner, Digital Transformation H.I.G. Capital
Amir Salek Senior Managing Director Cerberus Capital Management
Shruti Gandhi Commissioner, Board Member San Francisco Employees' Retirement System (SFERS)
Stephen Biggs Managing Director, Head of Alternative Investments The Mather Group
Brad Colman Senior Managing Director Blackstone
Melissa Dickerson Chief Financial Officer & Managing Director Genstar Capital Partners
Valerie Ruddick Managing Director Pathway Capital Management
Alexey Pazukha Managing Director HPS Partners
Adam Goetsch Operating Executive, Head of E-Commerce AEA Investors
Wyatt McKean Counsel, Private Equity & Data Infrastructure GI Partners
Lynn Baranski Global Co-Head of Private Equity Partners BlackRock Private Equity Partners
Christopher Hooper General Partner Welsh, Carson, Anderson & Stowe
Brad Charchut Partner Bain Capital
Pete Chung Managing Director, Head of Morgan Stanley Expansion Capital Morgan Stanley
Felix Lo Managing Director Golden Gate Capital
Robin Li Operating Partner GGV Capital
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
INDUSTRY PARTNERS
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Key Discussion Topics
Portfolio Optimization & Value Creation—Tools & Strategies Leading Funds Use to Support Growth & Reduce Costs
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 & Cybersecurity 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? Fund Managers discuss rising cybersecurity challenges and best approaches to solve and reduce vulnerabilities within their funds and across portfolio companies. How can portfolio companies transform digitally and benefit from this techno-logical disruption and digital transformation?
A Spotlight on ESG Management Navigating Growing Expectations
The importance of ESG continues to grow within the entire PE industry. As more companies are bringing ESG to the forefront of their due diligence and evaluation processes, what are the strategies in moving forward? How are GPs responding to LPs ESG agendas in private equity? How are GPs making a difference and driving profits? Experts discuss how to best understand the relationship between corporate sustainability practices and company financial performance.
Private Credit—Challenges, Risks, and Opportunities
An allocation to credit can offer higher risk adjusted returns, boost diversification, and provide new income streams. In 2023, we saw a clear shift in the market as a result of the continuous increases in interest rates, which resulted in private credit activity skyrocketing. Join leading fund manager as they discuss lender dynamics, deal terms, market competitive-ness and their outlook on the asset class throughout 2024.
LP Perspective on Global Private Equity Markets
Over the past decade, private equity saw 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?
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
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