2024-05-15T00:00:00-0400

2024-05-15T00:00:00-0400

12th Private Equity New York Forum New York | May 15, 2024 Request Agenda


The 12th 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 one-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 to discussions on global buyout opportunities and roundtables of leading global institutional investors discussing their specific investment appetites.



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KEYNOTE SPEAKERS

Simon Bachleda, Founder and Managing Partner, Revelstoke Capital Partners

Simon Bachleda is a Founder and Managing Partner at Revelstoke Capital Partners, a Denver-based private equity firm focused on building industry-leading companies in the healthcare and related health and wellness sectors. Simon is responsible for firm management, fundraising, investment professional development, and execution and leadership of Revelstoke’s investment and value creation processes. Prior to Revelstoke, Simon served as a Managing Director at Eos Partners and as an investment professional at KRG Capital Partners. He began his career as an investment banker in the mergers and acquisitions group of Credit Suisse First Boston. Simon is on the advisory board of the Burridge Center for Finance at the University of Colorado at Boulder and is a Board Member of the United States Ski and Snowboard Foundation. Simon received his M.B.A. from Harvard Business School and B.S. from the University of Colorado at Boulder. 

Martín Escobari, Head of Global Growth Equity, Co-President and Managing Director, General Atlantic

Martín Escobari is Head of Global Growth Equity, Co-President and Managing Director at General Atlantic, a leading global growth equity firm with $84B in assets under management. He is Chairman of the firm’s Investment Committee and also serves on the Portfolio Committee.

Before joining General Atlantic in 2012, Martín was a Managing Director at Advent International, where he focused on the financial services sector. Prior to that, he was Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer that went public on the Bovespa and was sold to Lojas Americanas in 2006. Martín started his career as a management consultant at The Boston Consulting Group. 

Martín currently sits on the boards of General Atlantic portfolio companies Arco, dLocal, Grupo Axo and XP Investimentos. He also serves on the boards of Endeavor Global, Lincoln Center and Primeira Chance and as an advisory group member to the Rockefeller Center for Latin American Studies at Harvard.

Martín received a BA in Economics from Harvard College and an MBA from Harvard Business School.

Joelle Marquis, President, Arsenal Capital Partners

Joelle Marquis is the President of Arsenal Capital Partners. She chairs the Firm’s Management Committee and is responsible for the Firm’s overall leadership and management. In 2003, after a decade of successful industry leadership Joelle joined Arsenal and has been a pioneer in PE infusing human capital leadership and capabilities into the Firm, its portcos, and the industry. Joelle’s built and led Arsenal’s human capital function and has served as the co-head of the Firm’s operating team where she has built and enhanced the Firm’s industry, scientific, and technical expertise. She’s integrated these teams into the Firm’s operating system and investment teams which have become critical value creators for the Firm and a hallmark of Arsenal’s differentiation in the industry. 

Jai Das, Co-Founder, President & Partner, Sapphire Ventures

Mr. Das is President, Partner and Co-Founder at Sapphire Ventures. He invests in startups that he believes are developing ground-breaking products and are on their way to becoming Companies of Consequence. He has more than 15 years of investment experience and has helped multiple companies innovate their product and marketing strategies in order to become market leaders. 13 of his investments have IPO’ed while 17 have been acquired. He is often sought out by media including publications such as Insider, Bloomberg and TechCrunch for his expert commentary around enterprise tech trends, the burgeoning crypto and blockchain ecosystem, navigating shifting market conditions and more. He is a frequent speaker at industry conferences, having most recently spoken on the topic of crypto at SuperVenture in Europe. 

Henry Cornell, Founder & Senior Partner, Cornell Capital

Henry is the Senior Partner of Cornell Capital. Prior to founding the firm, he was the Vice Chairman and one of the original architects of the Merchant Banking Division of Goldman Sachs. Henry has almost 40 years of experience across all aspects of private equity investing in a broad array of industries. He began his career as an attorney with Davis Polk & Wardwell before joining Goldman Sachs’ Investment Banking Division in 1984. He moved to Tokyo in 1988 to found Goldman Sachs’ real estate efforts in Asia, and then moved to Hong Kong in 1992 where he founded Goldman Sachs’ principal investment business in Asia. Under his leadership, Goldman Sachs made numerous landmark investments in the region, including Industrial and Commercial Bank of China (ICBC), Kookmin Bank, Ping An Insurance Company of China and Sanyo Corporation. 

Mark Dzialga, Founder & Managing Partner, Brighton Park Capital

Mark F. Dzialga is the Founder and Managing Partner of Brighton Park Capital (“BPC”). BPC invests in growth-stage businesses in the software, healthcare and technology-enabled services industries, including successful investments in Indegene, OPSWAT, Posit, Reltio, Coralogix, Darktrace, TheMathCompany, and HTEC. Brighton Park currently manages ~$4 billion. Prior to starting BPC, Mark was a Managing Director at General Atlantic (“GA”), a global growth investment firm that today manages approximately $77 billion, for more than 20 years and was a member of the firm’s Executive Committee, Portfolio Committee, and Human Resources Committee. Mark was also a member of the Investment Committee at GA from 2003-2018 and chaired the Investment Committee from 2007 until the end of 2017. 

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. 

Rich Lawson, Chief Executive Officer & Co-Founder, HGGC

Mr. Lawson is Chief Executive Officer and Co-Founder of HGGC.  Mr. Lawson has been involved in all phases of the firm’s development since its formation and directs the firm’s strategy and investment decisions, governance and investor relations. Since HGGC’s inception, Mr. Lawson has overseen over 700 completed transactions representing more than $80 billion in aggregate transaction value. Mr. Lawson also serves as a director, chairman emeritus or trustee of several philanthropic and cultural institutions including the Capital Impact Foundation, San Francisco Zoo, Wasatch Adaptive Sports and the Forever Young Foundation.  Mr. Lawson received his M.B.A. from Harvard Business School and B.A. from Amherst College.


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Key Discussion Topics

Global Private Equity Investing

As the world turns its focus to inflation, geopolitical conflicts, and a potential recession, how are the private markets responding in different geographies? How are leading fund managers taking the offensive in this climate? Additionally, what opportunities are presenting across varying markets to better prepare for future global challenges?

Portfolio Optimization & Value Creation—Tools & Strategies are Leading Funds Use to Support Growth & Reduce Costs

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?

ESG: Navigating a Growing Expectation

The importance of ESG continues to grow within the entire PE industry. As more companies are bringing ESG to the forefront of their due diligence and evaluation processes, what are the strategies in moving forward? How are GPs responding to LPs ESG agendas in private equity? How are 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

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

An allocation to credit can offer higher risk adjusted returns, boost diversification, and provide new income streams. In 2023, we saw a clear shift in the market as a result of the continuous increases in interest rates, which resulted in private credit activity skyrocketing. Join leading fund manager as they discuss lender dynamics, deal terms, market competitiveness and their outlook on the asset class throughout 2024.


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Event Registration - Service Providers 5,000 USD 05/15/24
Event Registration - GPs 2,500 USD 05/15/24

VENUE


Convene
225 Liberty Street
New York, NY
USA 10281
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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