2020-10-21T00:00:00-0400

2020-10-22T00:00:00-0400

9th Annual Private Equity US New York Forum New York | October 21-22, 2020 Request Agenda


The 9th Annual Private Equity US New York Forum is the leading East Coast investor-centric meeting 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 event provides a due diligence forum for 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

Daniel D’Aniello, Co-Founder & Chairman Emeritus, The Carlyle Group

Mr. D’Aniello is Co-Founder, Chairman Emeritus and member of the Executive Committee and Board of Directors of The Carlyle Group. Mr. D’Aniello is based in Washington, DC. Prior to forming Carlyle in 1987, Mr. D'Aniello was a Vice President for Finance and Development at Marriott Corporation where he was responsible for valuation of all major mergers, acquisition, divestitures, debt and equity offerings, and project financings. Before joining Marriott, Mr. D’Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines. He is a magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a graduate of Harvard Business School, where he was a Teagle Foundation Fellow.


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 private 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 performance. 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, Co-Chief Executive Officer, Head of Private Equity, Partners Group

Mr. Layton is the Co-Chief Executive Officer of Partners Group, based in the firm's Americas headquarters in Colorado. Together with André Frei, he leads the Executive Committee and the Global Executive Board. He is also the Head of the Private Equity business department. Previously, he was the Head of Partners Group's Private Equity business in the Americas and he has been active on the firm's Global Investment Committee. David has represented Partners Group on the Board of Directors of several of the firm's portfolio companies, including Universal Services of America, Nobel Learning Communities, MicroPoise Measurement Systems, Cabot Credit Management, Pacific Bells, and Strategic Partners. David has been with Partners Group since 2005 and holds a bachelor’s degree in finance from Brigham Young University’s Marriott School of Management.


Dick Cashin, President, One Equity Partners

Mr. Cashin has over 40 years of private equity investing experience. He has been closely involved in all of OEP’s investments during its 14 years within JPMorgan and for the past 5 years as an independent firm. Prior to founding OEP, Mr. Cashin was with Citigroup Venture Capital from 1980-2000, serving 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. 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 and completed his MBA at Harvard Business School in 1980.


Steven Klinsky, Founder & Chief Executive Officer, New Mountain Capital

Mr. Klinsky is the Founder and CEO of New Mountain Capital, which currently manages over $20 billion of assets, including $17.5 billion of private equity assets. The firm emphasizes non-cyclical “defensive growth” and business building - rather than reliance on debt - as the best path to high and consistent returns. Prior to founding New Mountain in 1999, Mr. Klinsky was co-founder of Goldman Sachs & Co.’s Leveraged Buyout Group (1981 – 1984), and a partner of Forstmann Little & Co. (1984 – 1999). Steve, a native of Michigan, earned his undergraduate degree at the University of Michigan, his law degree at Harvard Law School and his M.B.A. at Harvard Business School. He is chairman of the American Investment Council, and has been chairman, director or trustee of numerous corporate boards and charities. He lives with his wife - the novelist Maureen Sherry - in New York City and they have four children. 


Eric Zinterhofer, Founding Partner, Searchlight Capital Partners

Mr. Zinterhofer is a Founding Partner of Searchlight, and is jointly responsible for overseeing the Firm’s activities with the two other Founding Partners. Mr. Zinterhofer serves on the Boards of Roots, the Octave Group, Hemisphere Media Group, Global Eagle and Liberty Latin America. In addition, Mr. Zinterhofer currently serves on the board of Charter Communications, Inc. as Lead Independent Director. Prior to co-founding Searchlight, Mr. Zinterhofer was a senior partner at Apollo Management, L.P. (“Apollo”) in New York. Mr. Zinterhofer graduated Cum Laude from the University of Pennsylvania, with BA degrees in Honors Economics and European History and received an MBA from the Harvard Business School.


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.


Robert Warden, Co-Head of Private Equity & Senior Managing Director, Cerberus Capital Management

Mr. Warden is Co-Head of Private Equity, where he oversees Cerberus’ private equity platform, which includes over 30 investment professionals. Mr. Warden has had a 24-year career in the private equity industry, with exposure to investing across various sectors and asset classes. He rejoined Cerberus in 2018 and prior to that, was a Partner at Pamplona Capital Management. From 2003 to 2012, Mr. Warden was a Managing Director on the private equity team at Cerberus and earlier in his career, held roles at J.H. Whitney, Cornerstone Equity Investors, and Donaldson, Lufkin & Jenrette. Mr. Warden graduated from Brown University.


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Key Discussion Topics

Global Private Market Investing

How are leading fund managers taking the offensive amidst these difficult times? Additionally, how are they working alongside existing portfolio companies to navigate through the headwinds caused by COVID-19?

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 headwinds caused by COVID-19? What strategies are GPs utilizing to preserve liquidity, reduce costs and prepare for an extended downturn?

Technology, Security, & Intelligence Influence in Private Equity

How are alternative asset firms managing data and cybersecurity risks? Additionally, how are firms utilizing and leveraging technology to improve firm, portfolio company and limited partner relationship management and transparency.

A Spotlight on ESG Management: Navigating Growing Expectations

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?

Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation

Amidst the pandemic, investors needed to adapt to dealmaking 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

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

The disruption caused by COVID-19 has significant implications for private credit lenders, who are preparing for potential bankruptcy or work-out scenarios, or term amendment discussions. 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?


PRICING

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
Event Registration 3,000 10/21/20

VENUE


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

CONTACT

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+1 212-804-6220

Sales@marketsgroup.org

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Media Partnerships

+1 212-600-8631

John.Zajas@marketsgroup.org