The 12th 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.
SERIES KEYNOTE
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Steve Pagliuca, Senior Advisor, 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. |
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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. |
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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. |
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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. |
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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. |
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Ian Charles, Founder & Managing Partner, Arctos Partners Ian H. Charles is the Founder and Managing Partner at
Arctos Partners. In addition to his investment responsibilities, Mr. Charles
directs the Firm’s investment strategy, firm governance and investor relations. Prior to the formation of Arctos Partners, Mr. Charles served as a member of the private equity and infrastructure investment committees and Partner at Landmark Partners. At Landmark, Mr. Charles helped design and execute the firm’s private equity strategy; helped build the firm’s quantitative research group; sourced and structured large, innovative liquidity transactions across the firm’s investment verticals; and helped create the firm’s innovative preferred equity investment strategy.
Prior to joining Landmark Partners, Mr. Charles was a
co-founder of Cogent Partners, the first secondary market sell-side advisor.
Cogent Partners, which was acquired by Greenhill & Co., is widely
recognized for transforming the private equity secondary market by providing
institutional-grade advisory services to sellers and providing a consistent
source of deal flow for existing, new and non-traditional secondary buyers. At
Cogent, Mr. Charles was responsible for leading the day-to-day management of
the firm, sourcing and leading large secondary advisory mandates and creating
the firm’s investment strategy and portfolio research business. |
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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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Michael Zawadzki, Global Chief Investment Officer, Credit, Blackstone Mr. Zawadzki is the Global Chief Investment Officer of Blackstone Credit. Mr. Zawadzki sits on the various investment committees of Blackstone Credit and also serves as a Portfolio Manager for the Blackstone Private Credit Fund (BCRED), Blackstone Green Private Credit Fund III (BGREEN III), and Energy Select Opportunities Funds I and II. Before joining Blackstone in 2006, Mr. Zawadzki was with Citigroup Private Equity. Before that, he worked in the investment banking division of Salomon Smith Barney. Mr. Zawadzki received a B.S. in Economics, magna cum laude, from the Wharton School of the University of Pennsylvania. |
PAST SPEAKERS
Michael Barzyk Managing Director and Global Head of Private Equity Allstate Investments
Guilianna Ruiz Partner, General Counsel Trilantic Capital Partners
John Woyton Head of Technology H.I.G.
Melissa Mounce Mithal Managing Director, Leadership Talent & Diversity GTCR
Ajay Parkhe Managing Director Cinven
Sanaz Raczynski Head of Sustainability Kohlberg & Co.
Christopher Brockmeyer Director of Employee Benefit Funds The Broadway League
Ania Labno Director, Co-Head of Healthcare KKR
Allison Spector Head of ESG One Rock Capital Partners
Blake Bennett Chief Financial Officer & Chief Compliance Officer Revelstoke Capital Management
Amisha Parekh Managing Director, Global Head of ESG for Private Equity Blackstone
David Chiang Chief Investment Officer Pritzker Family Foundations
Kelly Pettit Managing Director, Chief Compliance Officer & Associate General Counsel General Atlantic
Andrew Roth Director, Private Equity Allianz Capital Partners
Sherwyn Williams Head of Information Technology and Cybersecurity Siris Capital Group
Cari Lodge Managing Director Commonfund Capital
Raj Rupani Head of US Tax & Transaction Support Cinven
Daniel Pietrzak Co-Head of Private Credit KKR
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Key Discussion Topics
Global Private Equity Investing
While private markets have reacted more slowly to the existing economic uncertainty, high inflation, geopolitical conflicts and potential recession have caused a significant decline in activity year over year. With a wealth of considerations including currency fluctuations affecting valuations, emerging markets, cross-border investments, sector-specific opportunities and regulatory considerations, leading fund managers need to take the offensive in this new climate. In order to stay successful in a less than favorable market, how can leading fund managers best determine which geographies are demonstrating more resiliency, and which markets are facing more challenges?
Portfolio Optimization & Value Creation—Tools & Strategies are Leading Funds Use to Support Growth & Reduce Costs
Private equity firms are continuing to navigate their portfolio companies through the continuing headwinds caused by economic conditions and the stock market slide. Even in an economic downturn, there are always strategies to reduce costs, launch new products or enter new markets. What tactics 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?
ESG: Navigating a Growing Expectation
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. Beyond an aspiration, there is now an expectation for companies to act, which is now beginning to be tested by regulatory bodies. 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, company financial performance and regulatory compliance.
Sourcing, Practicing Efficient Due Diligence & Downside Risk Mitigation
In the midst of continued economic uncertainty, what is the current reality and outlook for deal sourcing and pricing? Private equity managers need to source deals at more attractive prices and drive portfolio company value, while mitigating downside risk. Which risks pose the greatest challenge, and how are investors hedging against potential pitfalls? Panelists discuss how the current environment have impacted their due diligence, value-add and risk management activities and share thoughts on best practices for the future.
Limited Partner Roundtable
A conversation with leading global LPs allocating to private markets in the US and covering key investment and monitoring themes influencing investments ranging from effects of geopolitical concerns, co-investments, direct investments/developing a private equity team, valuations, ESG, and fund types from buyout to venture, private debt, and real assets.
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?
