2021-05-04T00:00:00-0400

2021-05-06T00:00:00-0400

9th Annual Private Equity US Spring Forum New York | May 4-6, 2021 Request Agenda


The 9th Annual Private Equity US Spring 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 of the 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.


Mitch Truwit, Co-Chief Executive Officer, Apax Partners

Mr. 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. Mitch serves as a Board member of KAR Global and Trade Me. Prior boards include Advantage Sales & Marketing, Assured Partners, Dealer.com, Bankrate, Garda World, Hub International, Trader Canada, Boats Group and Quality Distribution Inc. Mitch serves on the charitable boards of the Apax Foundation, the John McEnroe Tennis Project, Posse and StreetSquash.


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.


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, Univision 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. 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. 


T. Bondurant French, Chairman, Adams Street Partners

Mr. French is the Chairman of the Board of Directors and has been with Adams Street Partners and its predecessor organizations since 1980. Bon is sought out by private equity firms, consultants, and investors for advice and recommendations on a variety of private equity topics. He is a member of the Board of Trustees, Executive Committee and former Chairman of the Investment Committee at Northwestern University. He is also a member of the Kellogg Graduate School of Management Dean’s Advisory Council. Bon is a member of the CFA Institute, the CFA Society of Chicago Leadership Council, and Chairman of the Board of the Center for Railroad Photography and Art. Bon is also a former Director of the National Venture Capital Association, and former Chairman of the Board of the Chicago History Museum, where he remains as a Trustee.


Greg Brenneman, Executive Chairman, CCMP Capital

Mr. Brenneman is the full time Executive Chairman of CCMP Capital and 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 October 2008, he served as Chairman, CEO and/or President of Continental Airlines, Burger King and PWC Consulting. In 1994, Mr. Brenneman founded Turnworks, Inc., his personal investment company. He holds a Masters of Business Administration degree with distinction from Harvard Business School, Bachelors Administration of Business in Accounting/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.


Dick Chashin, 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.


Ben Dell, Founder & Managing Partner, Kimmeridge

Mr. Dell is a Managing Partner of Kimmeridge, and oversees investment. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies. Prior to founding Kimmeridge, Mr. Dell was a Senior Equity Research Analyst for Oil and Gas Exploration and Production (E&P) at Sanford C. Bernstein, and was employed at British Petroleum (BP) in its M&A and finance group. Before moving into the finance field, Mr. Dell also held positions as an exploration geologist and geophysicist across several of BP’s regional business units. Mr. Dell has an undergraduate degree in Earth Sciences from St. Peter’s College, Oxford.


Raymond Svider, Partner, Chairman of BC Partners, Chairman of the Executive Committee, BC Partners

Mr. Svider is a Partner, Chairman of BC Partners, Chairman of the Executive Committee, and covers the North American business services, TMT, consumer and retail sectors. Raymond joined BC Partners in Paris in 1992 before moving to the London office in 2000 to lead its investments in the technology and telecoms industries. Raymond then relocated to New York in 2008. Previously, Raymond worked in investment banking at Wasserstein Perella in New York and Paris and at the Boston Consulting Group in Chicago. Raymond has an MBA from the University of Chicago, an MS in engineering from Ecole Polytechnique and an MS in Electrical Engineering from Ecole Nationale Superieure des Telecommunications.


Orlando Bravo, Founder & Managing Partner, Thoma Bravo

Mr. Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation and performance. Orlando has overseen over 300 software acquisitions conducted by the firm, representing more than $85 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was part of Thomson Reuters “Eight Buyout Pros to Watch” in 2009. He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. He graduated Phi Beta Kappa with a bachelor’s degree in economics and political science from Brown University in 1992 and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.


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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 12/31/20
Early Bird II 2,200 01/28/21
Pre-Event Registration I 2,500 02/19/21
Pre-Event Registration II 2,800 03/27/21
Event Registration 3,000 05/04/21

VENUE


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

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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