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

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

8th Annual Private Equity US Spring Forum New York | 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 600+ 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.


Timothy Walsh, Founder & Chief Executive Officer, CCMP Capital

Mr. Walsh is President and CEO of CCMP Capital and a member of the Firm’s Investment Committee. Mr. Walsh leads CCMP’s investments in the industrial sector. Mr. Walsh joined JPMorgan Partners in 1992 and was named Partner and head of its industrial practice in 1999. Mr. Walsh was a founding partner of CCMP upon its formation in 2006 and became COO in 2015 and President and CEO in 2016. Prior to joining JPMorgan Partners, Mr. Walsh worked on various industry-focused client teams within The Chase Manhattan Corporation. He serves on the board of directors of Hayward, Milacron, and PQ Corporation. Mr. Walsh holds a B.S. from Trinity College and an M.B.A. from the University of Chicago.


Alex Darden, President of EQT Partners Inc. & Head of US Infrastructure, 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.


Brett Ingersoll, President, Chief Investment Officer and Investment Committee Chairman of Private Equity, Cerberus Capital Management

Mr. Ingersoll oversees Cerberus’ private equity platform, including its more than 30 investment professionals. From 2005 to 2018, Mr. Ingersoll served as the Global Co-Head of Private Equity. He has been central in leading the firm’s private equity platform, which has acquired interests in 64 portfolio companies and completed more than 60 add-on acquisitions over the last two decades. He has overseen and managed the investment of more than $12 billion across industries, geographies, market cycles, and structures. Mr. Ingersoll graduated from Brigham Young University and received an M.B.A. from Harvard Business School.


Peter Barris, Chairman & General Partner, New Enterprise Associates

Mr. Barris joined NEA in 1992 and was the firm’s Managing General Partner from 1999 – 2017. During his 18 years at the helm, NEA's assets under management grew from $1B to over $20B and the organization scaled its operations to become one of the world’s largest venture capital firms. Prior to joining NEA, Peter was President and Chief Operating Officer of Legent Corporation (LGNT) and Senior Vice President of the Systems Software Division of UCCEL Corporation (UCE). Earlier, Peter spent almost a decade at General Electric Company in a variety of management positions, including Vice President and General Manager at GE Information Services. Peter received his BSEE from Northwestern University and his MBA from the Tuck School of Business at Dartmouth.


REQUEST AGENDA

Key Discussion Topics

  • Global Private Equity Investing
  • Impact of Tax Reform on Private Equity Strategies
  • Investing in US Private Equity
  • Private Credit- Challenges, Risks and Opportunities
  • Navigating Fund Operations & Formation Including Regulatory and Structural Considerations
  • Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation
  • Middle Market & Growth Investing
  • Secondaries, Co-investments, & Fund of Funds
  • Venture Capital & Technology

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

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