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 fund operations and optimizing portfolio
performance.
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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John M. Toomey, Jr, Chief Executive Officer, HarbourVest Partners John Toomey is the Chief Executive Officer (CEO) of HarbourVest Partners and has served in that capacity since October 1, 2024. He is based at the Firm’s headquarters in Boston. Prior to his appointment as CEO, John served on the Executive Management Committee (EMC), which led the firm, since 2012. He joined the firm in 1997 as an Analyst in the Direct team and spent ten years as one of the leaders of the Secondary business before serving on Global Investment Committees for nearly a decade. He was also involved in the 2007 IPO of HarbourVest Global Private Equity on Euronext Amsterdam for which he served as the original Chief Financial Officer. John is a member of the Firm’s Portfolio Construction Committee, Conflicts Committee, ESG Council and DEI Council. He 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. |
|
Mark Strauch, President, Founding Partner, Alpine Investors Mark is a founding partner and President of Alpine. Mark also co-founded ASG, the firms vertical SaaS platform. He has been involved as board member in over 25 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 as an investor and operator. 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. |
|
Hasan Askari, Co-Founder, Managing Partner, K1 Investment Management Hasan Askari is a Managing Partner at K1
Investment Management. He has helped build K1 into one of the largest investors
in small-cap enterprise software companies. Since its inception, the firm has
grown to over 100 employees in its single office in Manhattan Beach, where the
entire team follows a single strategy: building category leaders in enterprise
software.
Hasan has been dedicated to advancing diversity,
equity, and inclusion since the firm’s founding, and as a result, almost a
fifth of its employees are first-generation college students. His passion for
building a diverse organization extends to the firm’s portfolio companies,
where he has worked closely with K1’s Operations team to recruit and hire
executives from underrepresented communities. |
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
Shruti Gandhi Commissioner, Board Member San Francisco Employees' Retirement System (SFERS)
Stephen Biggs Managing Director, Head of Alternative Investments The Mather Group
Ahmad Khan Senior Investment Officer, Head of Private Equity Missouri State Employees Retirement System
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
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
Jen Holmstrom Partner Notable Capital
Ignacio Giraldo Operating Partner TPG
Ishan Manaktala Operating Partner Symphony Technology Group
Kate Bender Partner General Catalyst
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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.
PRICING
| Event Registration - Managers & Service Providers | 5000 USD | 10/16/24 |
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