Thursday, March 05

8:15 AM-9:00 AM

Check In & Breakfast – Colonnade

9:00 AM-9:15 AM

Welcome – Hill Ballroom


Greg Brown

Prof. – UNC Chapel Hill; Research Director, Institute for Private Capital
9:15 AM-11:00 AM

Keynote Address – Hill Ballroom


Janet Cowell

Chair Investor Advisory Committee, IFM Investors, CEO, GWI

Dominic Garcia

Chief Investment Officer, New Mexico Public Employees Retirement Association

Matthew Rhodes-Kropf

Visiting Associate Professor, Finance, MIT
11:00 AM-11:30 AM

Break – Colonnade


11:30 AM-12:50 PM

Keynote Address – Chancellor’s Intermediation Ballroom (Luncheon)


Steve Langman

Co-Founder, Rhône Group
12:50 PM-1:00 PM

Break – Colonnade

Refreshments Available

1:00 PM-2:00 PM

Session I

Panel Discussion IA: Fintech Trends and the Future of Finance - Hill South


Kim Evans

Senior Vice President, North America Head of Private Capital Services, Northern Trust

Mike Long

Managing Director, Global Head of Tech Enabled Services, Jefferies

Stephanie Mann

Senior Vice President, Corporate Development and Strategy, Live Oak Investments

Craig Demko

Director of Private Equity, NC Dept. of State Treasurer

Panel Discussion IB: Driving Diversity and Alternatives - Hill Central


Sharmila Kassam

CEO, Founder, Aligned Capital Investing

Roundtable Discussion Session I: Private Equity - Hill North


Richard Carson

Managing Director, Cambridge Associates

Wes Bradle

Senior Portfolio Manager, Florida State Board of Administration

Ed McMahan

Managing Partner, Falfurrias Capital Partners

Miguel Gonzalo

Partner & Head of Investment Strategy and Risk Management, Adams Street Partners

Peter Cornelius

Managing Director, AlpInvest Partners

Peter Witte

Associate Director, Private Equity, Ernst & Young
2:00 PM-2:10 PM

Break – Colonnade

Refreshments Available

2:10 PM-3:10 PM

Session II

Panel Discussion IIA: Responsible Investing - Hill South


Suzanne Tavill

Global Head of ESG, StepStone Group

McComma Grayson

Principal, Harbourvest

Ross Koenig

Vice President, RCP Advisors

Allison Spector

Director, Sustainability, Nuveen

Panel Discussion IIB: Emerging Trends in Private Capital - Hill Central


Patrick Hartley

Fellow, the Kenan Institute for Private Enterprise

Avi Turetsky

Managing Director, Quantitative Research, Landmark Partners

David F. Philipp

CFA, CAIA, Managing Director and Senior Portfolio Manager, Crestline Investors

Roundtable Discussion Session II: Real Assets - Hill North


Sean Goodrich

Managing Partner, Aether Investment Partners

Anurag Agarwal

Head of North America Portfolio Management for the Alternatives - Global Transportation Group, J.P. Morgan

David Chattleton

Founder, Tiverton Advisors

Mike Brand

Managing Director, Cambridge Associates

Kevin Tunick

Vice President & Managing Director, UNCMC
3:10 PM-3:20 PM

Break – Colonnade

Refreshments Available

3:20 PM-4:20 PM

Session III

Panel Discussion IIIA: Infrastructure – Hill South


Paul Finlayson

Senior Vice President, Product Manager, Northern Trust Corporation

David Altshuler

Executive Director, Product Development, IFM Investors

Ed Pallesen

Head of U.S. Infrastructure, H.I.G. Capital

Hadley Peer Marshall

MD-Infrastructure, Brookfield Asset Management

Panel Discussion Session IIIB: Venture Capital


Mindy Isenstein

Vice President, TrueBridge Capital Partners

Jason Caplain

Co-Founder & General Partner, Bull City Venture Partners

Caitlin Fitzmaurice

Managing Director, UVIMCO

David Mannheim

Partner, Nelson Mullins

Barry Gonder

Senior Advisor, GroveStreet Advisors

Roundtable Discussion III: Private Credit – Hill North


Sylvia Owens

Global Private Credit Strategist, Aksia

Eric Storch

Managing Director, Oak Hill Advisors

Justin Lenarcic

Global Alternative Investment Strategist, Wells Fargo Investment Institute

Michael Becker

Partner, Plexus Capital

Jordan Peer

Managing Director and Global Head of Capital Formation, HIG Capital
4:20 PM-4:30 PM

Break – Colonnade

Refreshments Available

4:30 PM-5:30 PM

Roundtable Discussion Session IV: CIO Discussion


Mike Elio

Partner, StepStone

Dominic Garcia

Chief Investment Officer, New Mexico Public Employees Retirement Association

Bryan Lewis

CIO, Pennsylvania State Employees’ Retirement System

Mark Roberts

CIO, Ironside Asset Advisors
5:30 PM-6:30 PM

Cocktail Reception – Hill Courtyard



The Institute for Private Capital improves public understanding of the role of private capital in the global economy. Academic and industry experts work together to generate new knowledge about private capital markets based on objective academic research.