The 7th 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.
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
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.
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.
Pam Hendrickson, Vice Chairman, The Riverside Company
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.
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
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.
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.
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
Rashmi Gopinath General Partner B Capital Group
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 Executive Director HPS Partners
Adam Goetsch Operating Executive, Head of E-Commerce AEA Investors
Wyatt McKean Counsel, Private Equity & Data Infrastructure GI Partners
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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?
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