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We are accepting walk-in registrations the day of the event.
Overview
This conference brings together leading private markets allocators, consultants and fund managers who focus on private equity, private credit, growth equity, and venture capital to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.
Private equity and venture capital returns have often outperformed public market indices, though public markets have outperformed more recently, according to Cambridge Associates.
Over the past five years, US private equity generated 13.6% IRR and US venture capital generated 14.1% IRR, slightly less than the 14.6% average annual compounded return for the S&P 500. Over the past 25 years, US private equity generated 13.5% IRR and US venture capital generated 27.3% IRR, far outpacing the 9.6% average annual compounded return for the S&P 500.
Sources: Cambridge Associates; National Venture Capital Association; Pitchbook
Agenda
11:30 AM | REGISTRATION & LUNCH
12:10 PM | WELCOMING
Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York
12:15 PM | OPENING REMARKS
Kris Thiessen, CFA, CAIA, EA, Co-Chair, Alternative Investments Group and Board Member, CFA Society New York
12:20 PM | PRIVATE MARKETS REVIEW PRESENTATION
Bryce Klempner, Partner, McKinsey
Brian Vickery, Associate Partner, Mckinsey
12:50 PM | PRIVATE EQUITY PANEL
Moderator
Bryce Klempner, Partner, McKinsey
Panelists
Chinh Chu, Founder and Senior Managing Director, CC Capital
Michael Dymond, Senior Portfolio Manager, Private Equity, APG Asset Management
Alison Killilea, Managing Director, W Capital Partners
Yup Kim, Senior Portfolio Manager, Alaska Permanent Fund Corporation
Christopher Sand, Director, Ardian European Buyout
1:50 PM | COFFEE BREAK
2:05 PM | PRIVATE CREDIT PORTFOLIO CONSTRUCTION PRESENTATION
Introduction: Alvin Butler, CFA, Vice Chair, Alternative Investments Group, CFA Society New York
Sylvia Owens, Global Private Credit Strategist, Aksia
2:25 PM | PRIVATE CREDIT PANEL
Moderator
Sylvia Owens, Global Private Credit Strategist, Aksia
Panelists
Tim Grell, Partner & Americas CEO, Tikehau Capital
Tom Howell, CFA, Managing Director, Proterra Investment Partners
Olga Kosters, CFA, Director, StepStone Group
Michael Weinmann, Partner, CRG
Yelin Wen, CFA, Senior Investment Analyst, Robert Wood Johnson Foundation
3:25 PM | STATE OF THE MARKETS: VIEWS ON VENTURE INVESTING IN THE GLOBAL INNOVATION ECONOMY
Introduction: Todd Eklund, CFA, CAIA, Co-Chair, Alternative Investments Group, CFA Society New York
Jack Gaziano, Managing Director, Silicon Valley Bank
3:45 PM | COFFEE BREAK
4:00 PM | GROWTH EQUITY INTERVIEW
Introduction: Carole Crawford, CFA, Chair, Fintech Group and Board Member, CFA Society New York
Brian Price, Producer, Cheddar (Interviewer)
William Janeway, Ph.D., Special Limited Partner, Warburg Pincus
4:40 PM | VENTURE CAPITAL & GROWTH EQUITY PANEL
Introduction: Nithin Johnson, Executive Director, Tikehau Capital
Moderator
Sheila Ryan, Partner, Cambridge Associates
Panelists
Francesco Draetta, CFA, FRM, CAIA, Principal, Omega Funds
John Frankel, Founding Partner, ff Venture Capital
Merritt Hummer, CFA, Principal, Bain Capital Ventures
Novisi Nirschl, Director, Investments, Memorial Sloan Kettering Cancer Center
Deborah Zajac, Director, Touchdown Ventures
5:40 PM | PRIVATE MARKETS ASSET ALLOCATION PRESENTATION
Sheila Ryan, Partner, Cambridge Associates
6:05 PM | CLOSING REMARKS
Kris Thiessen, CFA, CAIA, EA, Co-Chair, Alternative Investments Group and Board Member, CFA Society New York
REFRESHMENTS & NETWORKING
Additional Details
Learning Outcomes
- How private markets fund managers make investment decisions and choose which companies to back
- How private markets fund managers help create value in their portfolio companies
- How institutional LPs and consultants make allocation decisions and select private markets fund managers
- How private markets fund managers develop syndicates and collaborate with other investors
- The role of private equity, private credit, growth equity, and venture capital investments in institutional portfolios