11th Annual Private Equity New York Forum New York | May 15-16, 2023 Request Agenda

The 11th Annual Private Equity 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, funds 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.

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Deven Parekh, Managing Director, Insight Partners

Mr. Parekh is a Managing Director at Insight Partners. Since joining Insight in 2000, he has made more than 140 investments in enterprise software, data, and consumer internet businesses globally, including in North America, Europe, India, Southeast Asia, Israel, Africa, Latin America, and Australia. In addition to his work at Insight, Deven currently serves as a Board Member for the Council on Foreign Relations, NYU Langone, the Carnegie Endowment for International Peace, and the Tisch New York MS Research Center. He was also confirmed by the United States Senate to serve on the Board of Directors for the U.S. International Development Finance Corporation. Prior to joining Insight, Deven was a Principal at Berenson Minella & Company, where he served on the M&A Committee. He also worked for Blackstone on M&A and other investment activities. Deven has a B.S. in Economics from the Wharton School at the University of Pennsylvania. 

Steve Pagliuca, Co-Chairman, Bain Capital

Mr. Pagliuca is a Senior Advisor at Bain Capital, a leading global investment firm based in Boston with approximately $160 billion in assets under management. He is a co-owner and Managing General Partner of the World Champion Boston Celtics and serves on the NBA Board of Governors. Steve is also co-owner and co-chairman of the Serie A professional football club, Atalanta Bergamasca Calcio. Mr. Pagliuca has been recognized for his many significant philanthropic efforts and contributions. He is the recipient of several awards for his contributions to leadership and commitment to numerous nonprofits in Boston and beyond.  Mr. Pagliuca is also a frequent contributor on television, radio and print media to provide commentary focusing on global economic issues. Mr. Pagliuca received a B.A. from Duke University in 1977 and an M.B.A. from the Harvard Business School in 1982.

Jeffrey Diehl, Managing Partner & Head of Investments, Adams Street Partners

Mr. Diehl is the Managing Partner and Head of Investments at Adams Street. He is responsible for the overall management of the firm and oversees the investment teams’ processes and strategies. Jeff joined Adams Street’s Growth Equity team in 2001 and focuses primarily on growth investments in application software, financial technology and consumer internet. Prior to joining Adams Street, he served as a Principal for The Parthenon Group, a Boston-based strategy consulting and principal investing firm with Bain Consulting roots. Jeff is Chairman of both Adams Street’s Portfolio Construction Committee and Executive Committee, and a member of the Growth Equity Investment Committee and New Product Committee. 

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 Private Equity Limited (HVPE) on Euronext Amsterdam and served as Chief Financial Officer from the IPO through September 2008. 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.

Rich Caputo, Chief Executive Partner, The Jordan Company

Rich Caputo is the Chief Executive Partner of TJC. He is also the Chairperson of the Partnership Board and Executive Committee, and a member of the Investment Committee. Rich joined TJC in 1990. Prior to TJC, Rich was a financial analyst in the High Yield Corporate Finance Group at Prudential-Bache. He serves and has served on the board of directors of several of the Firm’s portfolio companies. Rich is a Trustee of Brown University and a Director of the Caputo Foundation, the National Rowing Foundation and the Brown University Sports Foundation. Rich holds a bachelor’s degree in Mathematical Economics and Business Economics from Brown University. 

Ian Charles, Founder & Managing Partner, Arctos Sports Partners

Mr. Charles is the Founder and Managing Partner at Arctos Sports Partners. Prior to forming Arctos Sports Partners, Mr. Charles served as a member of the private equity and infrastructure investment committees and Partner at Landmark Partners. Previously, he was a co-founder of Cogent Partners, the first secondary market sell-side advisor, which was acquired by Greenhill &Co. Prior to co-founding Cogent Partners, he was part of an investment team executing secondary, primary, direct and co-investments that is now part of the Neuberger Berman alternative investments platform. Mr. Charles graduated with honors from Texas Christian University, where he received a BBA in Finance and a BBA in Accounting. He received his MBA from the Wharton School of Business and is a CFA Charter holder. 

Thompson Dean, Chairman and Co-Head of Investment Committee, Avista Capital Partners

Thompson Dean is the Chairman and Co-Head of Avista Capital Partners’ Investment Committee. He previously served as the Managing Partner and Co-Chief Executive Officer of Avista Capital Partners until transitioning to Chairman in 2022. Prior to co-founding Avista Capital Partners in 2005, Mr. Dean led DLJ Merchant Banking Partners for 10 years. Mr. Dean served as Managing Partner of DLJMB I, II and III and DLJ Growth Capital Partners until his departure in 2005 and was Chairman of their respective Investment Committees. Mr. Dean received a B.A. from the University of Virginia, where he was an Echols Scholar, and an M.B.A. with high distinction from Harvard Business School, where he was a Baker Scholar. Mr. Dean currently serves as a Director of the Boards of Cooper Consumer Health, eMolecules, Probo Medical, Vision Healthcare and WellSpring Consumer Healthcare. He previously served on the Boards of Charles River Laboratories, ConvaTec Group (UK: CTEC), Fisher Scientific, Nycomed, Trimb, VWR, Acino, and Zest Dental Solutions, among others. He is Former Chairman of the Special Projects Committee of Memorial Sloan Kettering Hospital and served as a member of the College Foundation Board of the University of Virginia.   

Brad Marshall, Global Head of Private Credit Strategies, Blackstone

Mr. Marshall is the Global Head of Private Credit Strategies, Chairman and co-CEO of both the Blackstone Private Credit Fund (BCRED) and the Blackstone Secured Lending Fund (BXSL), and a Senior Managing Director with Blackstone. He also serves as a member of the private credit investment committees. Before joining Blackstone Credit in 2005, Mr. Marshall worked in various roles at RBC, including fixed income research and business development within RBC’s private equity funds effort. Prior to RBC, Mr. Marshall helped develop a private equity funds business for TAL Global, a Canadian asset management division of CIBC, and prior to that, he co-founded a microchip verification software company where he served as Chief Financial Officer. Mr. Marshall received an MBA from McGill University in Montreal and a BA (Honors) in Economics from Queen’s University in Kingston, Canada.

Ben Dell, Managing Partner and Founder, Kimmeridge

Mr. Dell is a managing partner and founder of Kimmeridge, an energy private equity firm focused on investing in low-cost unconventional oil and gas assets in the US upstream energy sector. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies. Mr. Dell also serves as the Chairman and interim CEO of Civitas Resources, a Colorado energy leader formed through the merger of Bonanza Creek Energy and Extraction Oil & Gas. After closing in November, Civitas is now Colorado's first net-zero oil and gas producer on a scope 1 and 2 basis. Mr. Dell is a leading voice for change in the E&P sector, advocating for reform through direct investment & advisory, focused research, and thought leadership. Prior to founding Kimmeridge, Mr. Dell served as Co-Head of Energy Investments at AllianceBernstein and prior to that he was a Senior Equity Research Analyst for Oil and Gas E&P at Sanford Bernstein, where he was ranked first three times in the Institutional Investor Research Survey for coverage of E&Ps. Mr. Dell was also ranked for Natural Gas and for Oil Services and Equipment coverage. He was previously a member of British Petroleum's M&A and finance group. Mr. Dell received an undergraduate degree in Earth Sciences from St. Peter's College, Oxford. 

Kevin Schwartz, Chief Executive Officer & Managing Partner, Paine Schwartz Partners

Mr. Schwartz leads Paine Schwartz Partners as Chief Executive Officer and Managing Partner. He is further the Chairman of Paine Schwartz Partners’ ESG Committee driving a truly differentiated approach to sustainable food chain investing with material emphasis on the development of positive impacts. He currently serves on the boards of Advanced Agrilytics, AgroFresh Solutions, Axiota, Hendrix Genetics, Lyons Magnus, SNFL Group, Suja, and Urban Farmer. He is also a board council member of the national non-profit Hope for the Warriors. Mr. Schwartz is a graduate of the University of Illinois (Bachelor of Science in Accountancy). 


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Key Discussion Topics

Global Private Market Investing


While deal activity remains above pre-pandemic levels, 2022 saw a significant decline in activity from the year prior. How are leading fund managers taking the offensive in a less than favorable market environment? Which geographies are demonstrating more resiliency, and which markets are facing more challenges?


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 continuing headwinds caused by economic conditions and the stock market slide. What strategies are GPs utilizing to preserve liquidity, reduce costs, create value, and drive EBITDA? How do partners and leading consultants identify opportunities to boost long term innovation and productivity in portfolio companies?


Technology, Security, & Intelligence Influence in Private Equity


As global geopolitical tensions rise, how are alternative asset firms managing technology and cybersecurity risks? Additionally, how are firms utilizing and leveraging technology to hedge against vulnerabilities while improving transparency?  Investors discuss rising cybersecurity challenges and best approaches to solve and reduce vulnerabilities within their funds and across portfolio companies.


A Spotlight on ESG Management: Navigating Growing Expectations


Sustainable investing has never been more important in the private equity community, with a wave of social and environmental challenges markets are showing a shift of trillions of dollars into sustainable financial investments. 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? Experts discuss how to best understand the relationship between corporate sustainability practices and company financial performance.


Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation


The pandemic deal making environment has provided private equity managers the opportunity to source deals at more attractive prices. Traditionally, sourcing investments and conducting due diligence has always been conducted in person, requiring travel and numerous face to face meetings. Amidst the pandemic, investors needed to adapt to deal making 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


Over the past decade, private equity saw in increased popularity and importance amongst institutional investors. However, rising inflation, geopolitical tensions and other market factors raise new concerns for LPs regarding risk and liquidity. 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

Despite the headwinds, many managers are continuing to cautiously make new deals in favorable sectors such as business services, and IT as well as look at purchasing attractive loans on the secondary market. 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?


Event Registration 5,000 USD 05/16/23


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1 W 54th St, 10019
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United States of America 10019


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