The Private Equity US New York Forum is the leading East Coast investor-centric event 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.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
John Toomey, Managing Director, Executive Committee, HarbourVest Partners
Mr. Toomey is one of two members of the Firm’s Executive Management Committee, which serves as HarbourVest’s CEO; and is also a member of the Portfolio Construction Committee. He first joined the Firm in 1997, as a member of the direct investment team. He rejoined HarbourVest in 2001 after business school, and has focused on secondary investments since 2003. John was involved with the 2007 initial public offering of HarbourVest Global Private Equity Limited (HVPE) on Euronext Amsterdam and served as Chief Financial Officer from the IPO through September 2008. John’s previous experience includes an analyst role at Smith Barney in the Advisory Group focusing on mergers and acquisitions 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.
Frank Baker, Frank Baker, Co-Founder & Managing Partner, Siris Capital Group
Mr. Frank Baker is a Co-Founder and Managing Partner of Siris Capital Group LLC (“Siris”), the predecessor fund of which was formed in 2006. Siris is a middle market private equity firm focused on deep value, control equity investments around special situations in the telecom, technology and technology-enabled business service sectors. Prior to forming Siris, Mr. Baker was a Managing Director at Ripplewood Holdings LLC (“Ripplewood”), a global private equity firm. Mr. Baker started his career in investment banking at Goldman Sachs & Co. in the Mergers and Acquisitions Group. Mr. Baker has an M.B.A. from Harvard Business School and a B.A. from the University of Chicago. He is a Trustee of The University of Chicago, a Director of Sponsors for Educational Opportunity (SEO), a Director of Robert F. Kennedy Human Rights and an Advisory Board member of All Star Code.
Jason Ment, President and Co-COO, StepStone Group
Mr. Ment is the President and Co-COO of StepStone Group where he focuses on operational and firm management activities. Prior to joining StepStone in 2010, Mr. Ment was general counsel of Citi Private Equity, a US$10 billion equity co-investment, mezzanine, and fund of private equity funds business. While at Citigroup, he was also the general counsel of Metalmark Capital, a middle-market private equity business, and Citi Sustainable Development Investments, a clean technology and renewable energy focused venture investment business. Before that Mr. Ment was a member of O’Melveny & Myers LLP’s Mergers & Acquisitions/Private Equity Group and of McDermott Will & Emery LLP’s Mergers & Acquisitions Group. Mr. Ment received his BS from Cornell University and his JD from the New York University School of Law.
David Lobel, Founder & Managing Partner, Sentinel Capital Partners
David Lobel is the founder and Managing Partner of Sentinel Capital Partners. Over more than three decades, he has established a successful, long term midmarket private equity record. Before establishing Sentinel, Mr. Lobel spent 15 years at Smith Barney's private equity affiliate. He served as a general partner of funds managed by Smith Barney and also as a Managing Director of Smith Barney. Before joining Smith Barney, Mr. Lobel was a consultant at Bain & Company. Mr. Lobel received an MBA and an MS with distinction from Stanford University. He currently serves on the the Stanford Graduate School of Business Advisory Council. Mr. Lobel, who was born in South Africa, received a B.Sc. (Hons), with highest honors, from the University of the Witwatersrand. He served with distinction in the South African Navy, where he graduated first in his class.
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.
Francisco Alvarez-Demalde Founding Partner, Executive Committee Riverwood Capital
Peter Cornelius Co-Founding Partner, Managing Partner, Executive Committee AlpInvest Partners
Angela Miller-May Chief Investment Officer Illinois Municipal Retirement Fund (IMRF)
Scott Stone Chief Investment Officer Pentegra
Stacy Lewis Daher Associate Vice President for Finance and Treasury University of San Francisco Endowment
Clara Koh Investment Director Zurich Alternative Asset Management
Eneasz Kądziela Senior Investment Officer - Private Equity Office of the New York City Comptroller
Kevin Edwards Senior Investments Director Hartford HealthCare Pension & Endowments
Colm Lanigan Managing Director, Senior Investor BlackRock Long Term Private Capital
Jae Sung Yoon Chief Investment Officer New York Life Investment Management Company
Mark Hoeing Managing Director, Head of Private Equity Commonfund Capital
Sofie Kulp-Tag Senior Investment Manager Skandia Mutual Life Insurance Company
Kevin Edwards Senior Investments Director Hartford HealthCare Pension & Endowments
Roger Vincent Senior Investment Officer Cornell University Endowment Office
Beth Johnson Partner Mercer
Alexi Panagiotakopoulos Partner & Chief Investment Officer Fundamental Income
William Cox Global Head of Corporate, Financial & Government Ratings Kroll Bond Rating Agency
Glen Kunofsky Founder & President STNL Advisors
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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?
|Early Bird I||1,900||01/01/22|
|Early Bird II||2,200||01/29/22|
|Pre-Event Registration I||2,500||02/26/22|
|Pre-Event Registration II||2,800||03/25/22|