The 9th 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.
Carl Thoma, Co-Founder & Managing Partner, Thoma Bravo
Mr. Thoma is the Managing Partner of Thoma Bravo, LLC., a private equity firm he founded in 1980 that currently manages over $30 billion in investor commitments. He began his career at First National Bank of Chicago where he helped build one of the largest and most active private equity firms in the country. Carl has previously served on the boards of the National Venture Capital Association, Illinois Venture Capital Association, and the Illinois Institution of Technology. Currently, he holds a seat on Stanford University’s School of Business Advisory Board. Carl received his B.S. in Accounting and Agriculture Economics from Oklahoma State University and his M.B.A. from the Stanford Graduate School of Business.
Mitch Truwit, Co-Chief Executive Officer, Apax Partners
Mitch Truwit is co-CEO of Apax Partners and Chairman of Apax Digital. Prior to joining Apax Partners in 2006, Mitch was the President and CEO of Orbitz Worldwide between 2005 and 2006 and was the Executive Vice President and Chief Operating Officer of priceline.com between 2001 and 2005. Mitch is a graduate of Vassar College where he received a BA in Political Science. He also has an MBA from Harvard Business School. He serves as a Board member of Boats Group and Trade Me. Prior boards include Advantage Sales & Marketing, Assured Partners, Answers, Dealer.com, Bankrate, Garda World, Quality Distribution, Hub International and Trader Canada.Mitch serves on the charitable boards of the Apax Foundation, the John Mcenroe Tennis Project, Posse and StreetSquash.
John Toomey Jr., Managing Director, Executive Committee, HarbourVest Partners
Mr. Toomey is a Managing Director of HarbourVest Partners, where he serves on the firm’s two-member Executive Management Committee, acts as the chief executive officer, and serves on the firm’s four-member Global Investment Committee. He first joined HarbourVest in 1997 as a member of the direct investment team and has been a member of the secondary investment team since 2003. John’s previous experience includes an analyst role at Smith Barney in the Advisory Group focusing on M&A and corporate restructurings. 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.
T. Bondurant French, Chairman, Adams Street Partners
Mr. French is CEO and executive chairman of Adams Street Partners, where he actively participates as an investment professional. French has been with Adams Street and its predecessor organizations since 1980 and has been instrumental in developing its pri-vate equity investment strategies, fund management and client service. He served on the committee of the CFA Institute (formerly the Association for Investment Management and Research, or AIMR) that recommended standards for reporting private equity per-formance. French is a former director of the National Venture Capital Association and is a member of the CFA Society of Chicago Leadership Council. He holds a B.A. and an M.B.A. from Northwestern.
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.
David Layton, Partner, Partner, Co-Chief Executive Officer, Head of Private Equity, Partners Group
Mr. Layton is Head of the Private Equity business department & Head of the European Private Equity business unit, based in Denver. He is a member of the Executive Committee and the Global Executive Board. He is furthermore a member of the Global Investment Committee and the Private Equity Directs Investment Committee. Previously, he was the Head of Private Equity in the Americas. He has been with Partners Group since 2005 and has 15 years of industry experience. He has represented Partners Group on the Board of Directors of several portfolio companies. He holds a bachelor’s degree in finance from Brigham Young University’s Marriott School of Management, USA.
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.
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.
Pamela Hendrickson Chief Operating Officer & Vice Chairman, Strategic Initiatives The Riverside Company
Peter Cornelius Managing Director AlpInvest Partners
Alexander Navab Founder & Chief Executive Officer Navab Capital Partners
Lynn Baranski Managing Director & Chief Investment Officer BlackRock Private Equity Partners
Mark Sotir Co-President Equity Group Investments
Benjamin Hochberg Partner Lee Equity Partners
Francisco Alvarez-Demalde Founding Partner, Executive Committee Riverwood Capital
Jane Rowe Executive Managing Director, Equities Ontario Teachers' Pension Plan
Steve Moseley Head of Alternative Investments Alaska Permanent Fund Corporation
Scott Essex Partner, Head of Private Debt Americas Partners Group
Meena Lakshman Director, Investments Helmsley Charitable Trust
Michael A.B. Orr (“A.B.”) Executive Director, Alternative Investments Providence St. Joseph Health
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
Global Private Equity Investing
Impact of Tax Reform on Private Equity Strategies
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
|Early Bird I||$1,900||12/31/19|
|Early Bird II||$2,200||01/31/20|
|Pre-Event Registration I||$2,500||02/29/20|
|Pre-Event Registration II||$2,800||03/31/20|