Thursday, March 30

8:00 AM-8:45 AM

Check In & Breakfast – Colonnade

8:45 AM-9:00 AM

Welcome – Hill Ballroom


Greg Brown

Distinguished Professor of Finance & Sarah Graham Kenan Distinguised Scholar, UNC Kenan-Flagler Business School; Executive Director, The Frank Hawkins Kenan Insitute of Private Enterprise; Founder & Research Director, Institute for Private Capital
9:00 AM-11:00 AM

Keynote Addresses – Hill Ballroom



Tim Jenkinson

Professor of Finance, Saïd Business School, University of Oxford

The Data Advantage: Applying Quant Research in Private Equity Portfolio & Risk Management


Amy Wierenga

Managing Director, Investments & Chief Risk Officer, GCM Grosvenor

Hedge Funds – Still The End of An Era?


Alan Bowser

Former Americas Region Co-Head and Chief Diversity Officer, Bridgewater Associates
11:00 AM-11:30 AM

Break – Colonnade


11:30 AM-12:50 PM

Luncheon Keynote – Chancellors’ Ballroom

Crypto…What the Hell Just Happened??!!


John D’Agostino

Senior Advisor, Coinbase Institutional; Lecturer, MIT and Columbia Universities
1:00 PM-1:50 PM

Session I

Roundtable I: Private Equity - Hill Central

Rising inflation and rising rates, a turnaround in public markets, and policy and geopolitical uncertainties have all presented challenges to this asset class in the last year. This roundtable will discuss the current landscape for private equity investors, and aim to develop appropriate tactical responses for investment portfolios.


Todd Ulrich

Senior Managing Director, EY

John Bradley

Senior Investment Officer, Florida SBA

Kristin DePlatchett

Partner & Head of Investor Relations, Trilantic North America

Justin Hirsch

Managing Director, Vista Equity Partners

Matt Jenkins

Partner, QHP Capital

Jordan Peer Griffin

Executive Managing Director, H.I.G. Capital

Matthew Prout

Managing Director & Co-Portfolio Manager, Onex Falcon

Panel IA: Asset Allocation and Risk in Volatile Markets - Hill South

From global supply chain disruptions to decade-high inflation, from soaring commodity prices to geopolitical instability… the investing outlook across all asset classes seems more volatile than ever. How should allocators and investors think about risk and return in the current environment? Will traditional investment strategies need to evolve in the face of rapid changes to the macro landscape?


Bob Long

Partner & CEO, StepStone Private Wealth

Eric Chong

Chief Risk Officer, Zurich Alternative Asset Management

Ted Rosenwasser

Partner, Trilantic North America

Karen Welch

Managing Director of Investments, Spider Management

Panel IB: Frontiers of Infrastructure - Hill North

Increased government spending combined with the search for stable returns and recurring yield in a rising interest rate environment has prompted investors to steadily increase their allocations to infrastructure over the last ten years. This has contributed to growth in the private infrastructure market, now one of the fastest growing segments of the private fund universe. This panel will examine the global outlook for infrastructure investments and discuss how the demand for infrastructure assets relates to the current trends in the energy space.


John Anderson

Global Head Corporate Finance & Infrastructure, Manulife

Alfred Griffin

Senior Managing Director and Head of Generate Credit, Generate Capital

Bob Hopper

Head of Strategy, Fundamental Renewables

Monica Huffer

Portfolio Manager, TMRS
1:50 PM-2:05 PM

Break – Colonnade

Refreshments available

2:05 PM-2:55 PM

Session II

Panel IIA: Global Opportunities in Alternatives - Hill South

This panel will discuss the global outlook for investing in alternatives and explore newer strategies for diversified alpha. Are the best opportunities now outside the traditional markets? And from GP stakes to litigation funds, what are the unique strategies that are being developed in this new investing landscape?


Drew Snow

Principal, HarbourVest

Craig Demko

Director, Private Equity, NC Department of State Treasurer

Marcus Lindroos

Principal, Primary Investments, Adams Street Partners

Ladell Robbins

Managing Director, Alternative Solutions Group, BlackRock

Elizabeth Weindruch

Managing Director and Investment Committee Member, Barings

Panel IIB: Trends in Lower Middle Markets - Hill North

A panel discussion focusing on the lower middle market investment space (<$10mm of EBITDA), a market that has traditionally been more insulated from the competition and valuation risks seen elsewhere. Market fragmentation, lack of institutional capital backing, and less access to debt have provided sustainable barriers to entry. However, investors must balance the advantages of investing in this market with certain inherent risks often present–less developed management teams, risks to exogenous shocks, customer concentration, etc. This panel will consider the opportunities inherent in investing in the lower middle market.


Brett Palmer

President, Small Business Investor Alliance (SBIA)

Carlie Eubanks

Investment Director, Verger Capital

Nitin Gupta

Managing Partner, Flexstone Partners

Andrew John

Partner, Parkway Capital

Roundtable II: Real Assets - Hill Central

Allocations to real asset investments – including real estate, natural resources, and agriculture, among others, have been increasing as investors sought attractive total returns over the long term, while maximizing the potential for real returns in periods of rising inflation. The current inflationary environment, political uncertainty, housing affordability, technology disruption and climate change all pose threats and potential opportunities to a diversified portfolio. This roundtable will review strategies for positioning institutional investor portfolios using real assets.


Patrick Warren

Senior Economist, Burgiss

Braeden Elsaesser

Vice President, Special Situations, Oak Hill Advisors

Dominic Garcia

Chief Pension Investment Strategist, CBRE

Hien Le

Managing Partner & Co-Founder, Constellation Real Estate Partners

Troy March

Director of Real Estate, NC Department of State Treasurer

Hadley Peer Marshall

Managing Partner, Brookfield
2:55 PM-3:10 PM

Break – Colonnade

Refreshments available

3:10 PM-4:00 PM

Session III

Panel IIIA: Diversifying Strategies - Hill South

Volatile market conditions driven by a myriad of factors including some signs of a slowdown in global growth, domestic policy, technology disruption, and geopolitical instability, pose significant challenges to traditional investment strategies. Managers are evolving in the face of market pressures to diversify their product base, increase asset stability and develop customized solutions to meet client needs. In some cases, this has included a move into closed-end / longer lock-up strategies. Join our panel as they explore these issues, and potential solutions, from both the investor and manager perspectives.


Christian Lundblad

Richard "Dick" Levin Distinguished Professor of Finance & Senior Associate Dean for Faculty and Research, UNC Kenan-Flagler Business School

Jon Caplis

Chief Executive Officer, PivotalPath

Andrew Miller

Head of Business Development, Kepos

Travis Williamson

Partner, Head of Hedge Fund Research, Albourne Partners

Panel IIIB: Venture Capital - Hill North

2022 was marked by strong shifts in VC investing worldwide, on both a deal and dollar volume basis. The landscape for technology, startups, and the economy has rapidly changed; competition for investment opportunities has increased, and firms face increased scrutiny from regulators and the public. Do these market shifts represent a cooling off period, or a more permanent change in the market? How should investors and allocators think about the role of VC? Join our panelists for a discussion of the challenges and the opportunities facing venture capital now, and for the years to come.


Mindy lsenstein

Principal, TrueBridge Capital Partners

Wes Bradle

Senior Portfolio Manager, Florida SBA

Jason Caplain

General Partner, Bull City Venture Partners

Joanne Chen

General Partner, Foundation Capital

Taylor Jackson

Investment Director, Verger Capital

Roundtable III: Credit Strategies - Hill Central

A discussion of the outlook for private debt: an asset class that became the third largest private market strategy thanks to the positive macro factors such as negative real rates and accommodative monetary and fiscal policy. Our roundtable will discuss the impact of the sharp reversal in those factors, as well as discuss the major trends and themes of credit quality, liquidity, and regulation.


Dan Murphy

Managing Director, Goldman Sachs

Tony Coletta

Head of Investor Relations, Alternatives, PGIM Private Capital

Andrew DeMond

Managing Director, MSCI

Laurence Gottlieb

Chief Executive Officer, Fundamental Advisors

Jana Markowicz

Chief Operating Officer, U.S. Direct Lending, Ares Management

Karen Simeone

Managing Director, HarbourVest

Lindsay Trapp

Partner, Dechert LLP
4:00 PM-4:15 PM

Break – Colonnade

Refreshments available

4:15 PM-5:30 PM

Roundtable IV: CIO Discussion – Chancellors’ Ballroom

How have the key risks and opportunities across sectors impacted asset allocation decision making? What key concerns are most frequently voiced from their constituents regarding portfolio investment strategy and performance? Join our roundtable of leading CIOs to discuss the key themes that are driving investment decisions across the portfolio.


Michael Elio

Partner, StepStone Group

Eric Freedman

CIO, U.S. Bank

Jonathon King

President & CEO, UNC Management Company

Andrew Palmer

CIO, Maryland State Retirement and Pension System
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.