2019-05-06T00:00:00-0400

2019-05-07T00:00:00-0400

8th Annual Private Equity US Spring Forum New York, NY | May 6-7, 2019 Request Agenda


The 8th Annual Private Equity US Spring Forum is the leading investor-centric meeting for LPs investing in private markets.

The forum brings together 500+ investors, funds, 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 event provides a due diligence forum for 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.

KEYNOTE SPEAKERS


Glenn Youngkin, Co-Chief Executive Officer, The Carlyle Group

Mr. Youngkin is Co-Chief Executive Officer of The Carlyle Group and a member of Carlyle’s Board of Directors. Prior to this, Mr. Youngkin served as President and Chief Operating Officer, was the Global Head of the Industrial Sector investment team, led Carlyle’s buyout activities in the United Kingdom and from 1995 to 2000, and was a member of the U.S. buyout team. Before joining Carlyle in 1995, Mr. Youngkin was a management consultant with McKinsey & Company and he also previously worked in the investment banking group at CS First Boston.Mr. Youngkin earned his B.S. in mechanical engineering and his B.A. in managerial studies from Rice University and his MBA from the Harvard Business School, where he was a Baker Scholar.


David Leuschen, Founder & Senior Managing Director, Riverstone

Mr. Leuschen is a Founder and Senior Managing Director of Riverstone. He is based in New York. Prior to founding Riverstone, Mr. Leuschen was a Partner and Managing Director at Goldman Sachs and founder and head of the Goldman Sachs Global Energy and Power Group. He was responsible for building the Goldman Sachs energy and power investment banking practice into one of the leading franchises in the global energy and power industry. Mr. Leuschen has also served as Chairman of the Goldman Sachs Energy Investment Committee, where he was responsible for screening potential capital commitments by Goldman Sachs in the energy and power industry. He served as a Director of Cambridge Energy Research Associates, Cross Timbers Oil Company (predecessor to XTO Energy) and J. Aron Resources. Mr. Leuschen received his A.B. from Dartmouth and his M.B.A. from Dartmouth’s Amos Tuck School of Business.


Greg Brenneman, Chairman, CCMP Capital

Mr. Brenneman is the full time Executive Chairman of CCMP Capital. He plays an active leadership role in executing the Firm’s overall strategy while remaining actively engaged in completing transactions, developing strategies and coaching the senior management of CCMP’s portfolio companies. Prior to joining CCMP in O-tober 2008, he served as Chairman, CEO and/or President of Continental Airlines, Burger King and PWC Consulting. He led a turnaround of each company by dramatically improved customer service, employee satisfation, profitability and financial returns of up to 15x. In 1994, Mr. Brenneman founded Turnworks, Inc., his personal investment company. Mr. Brenneman is an Emmy Award winner and the Author of Right Away & All At Once, Five Steps to Transform your Business and Enrich Your Life. He holds a Masters of Business Administration degree with distinction from Harvard Business School, Bachelors Administration of Business in Ac-counting/Finance, summa cum laude from Washburn University of Topeka, Kansas, inducted into the Kansas Business Hall of Fame and was awarded an honorary Doctor of Commerce degree from Washburn University.


Alex Darden, President, Partner & Head of US, EQT Partners

Mr. Darden joined EQT Partners in April 2008. Prior to joining EQT, he worked at GE Energy Financial Services where he made structured debt and equity investments in energy industry assets and companies. From 1998 to 2002, Alex held various positions within ABB, Inc. including in ABB Structured Finance's Advisory and Debt Underwriting businesses. He is a Director on the boards of Global Gateway South and Synagro Technologies, and previously served as a Director for Restaurant Technologies, Inc., Contanda Terminals and Peregrine Midstream Partners.


Jay Jordan, Chairman & Founding Partner, The Jordan Company

John “Jay” Jordan II is the Chairman and Founding Partner of The Jordan Company. Jay co-founded TJC in 1982. Prior to founding TJC, Jay spent nine years with Carl Marks & Co., Inc., a middle-market merchant bank. He currently serves on the board of directors of Gulfstream Services, Worldwide Clinical Trials and Young Innovations. Jay is a Trustee of the University of Notre Dame and serves as Chairman of its Investment and Finance Committee. He also serves on the boards of the Lyric Opera and Art Institute of Chicago, as well as many other community boards. Jay holds an AB degree in Business Administration from the University of Notre Dame and he attended Columbia University’s Graduate School of Business.


Chuck Davis, Chief Executive Officer, Stone Point Capital

Mr. Davis is the Chief Executive Officer of Stone Point Capital and Chairman of the Investment Committees of the Trident Funds. Chuck joined Stone Point in 1998, and he is actively involved in all of Stone Point’s portfolio investments. He is the chief architect behind Stone Point’s “Elephant Process” investment philosophy and part-nership model with founders and owner-operators. Prior to Stone Point, Chuck was a partner at Goldman, Sachs & Co. where he spent 23 years. He earned his MBA from Columbia University and bachelors from the University of Vermont.


Dick Cashin, President, One Equity Partners

Richard (“Dick”) Cashin founded OEP in 2001 and is the President based in New York and a member of the Investment Committee. Mr. Cashin has over 36 years of private equity investing experience and a strong performance track record across various industries and markets. Mr. Cashin has been closely involved in all of OEP’s prior investments and was a member of the Investment Committee during OEP’s 14 years within JPMorgan. Mr. Cashin is a member of the Board of Directors of Genband and Titan International. Prior to founding OEP, Mr. Cashin was with Citigroup Venture Capital from 1980-2000 and served as President from 1994-2000. In 1976 and 1980, Dick was a member of the U.S. Olympic Rowing Teams and was a world champion in 1974. Mr. Cashin is the son of a Foreign Service Officer and grew up in Libya, Ethiopia, Ghana, Indonesia, and Pakistan. He attended Harvard University and graduated in 1975 with a degree in East Asian Studies. Following a one-year fellowship at Trinity College, Cambridge in 1976, he worked at Jardine Matheson in Hong Kong. In 1980, Mr. Cashin completed his M.B.A. at Harvard Business School.


REQUEST AGENDA

Key Discussion Topics

  • Global Private Equity Investing
  • Impact of Tax Reform on Private Equity Strategies
  • Investing in US Private Equity
  • Private Credit & Special Opportunities
  • Navigating New Regulation, Structural Considerations & Fund Formation / Operations
  • Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation
  • Middle Market & Growth Investing
  • Secondaries, Co-investments, & Fund of Funds
  • Venture Capital, Technology & IP Investments

PRICING

Early Bird I $1800 12/21/18
Early Bird II $2000 01/25/19
Pre Event Registration I $2200 02/22/19
Pre Event Registration II $2400 03/29/19
Event Registration $2600 04/26/19
Venue Registration $2750 05/07/19

VENUE


The Union League Club
38 East 37th St.
New York, New York
United States 10016
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE EQUITY

Paloma Lima-Mayland

Head of Private Equity

+1 646-201-5837

Paloma.Lima@marketsgroup.org

PROGRAM MANAGER

Audrey Kadenge

Program Manager / Investor Relations

+1 347-708-1746

Audrey.Kadenge@marketsgroup.org

PROGRAM MANAGER

Christopher Nelson

Program Manager / Investor Relations

+1 347-778-0705

Christopher.Nelson@marketsgroup.org

REGISTRATION

Javier Grullon

Delegate Relations Associate

+1-212-481-1745

Javier.Grullon@marketsgroup.org

SPONSORSHIP

Nawshad Noorkhan

Relationship Manager

+44 20 3868 9692

Nawshad.Noorkhan@marketsgroup.org

SPONSORSHIP

Paloma Lima-Mayland

Head of Private Equity

+1 646-201-5837

Paloma.Lima@marketsgroup.org

SPONSORSHIP

Patrick Egan

Head of Delegate Relations

+1 917-551-5727

Patrick.Egan@marketsgroup.org