Persistence

 

SPEAKER

Tim Jenkinson

Professor of Finance, Saïd Business School, University of Oxford

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

 

SPEAKER

Amy Wierenga

Managing Director, Investments & Chief Risk Officer, GCM Grosvenor

Hedge Funds – Still The End of An Era?

 

SPEAKER

Alan Bowser

Former Americas Region Co-Head and Chief Diversity Officer, Bridgewater Associates

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.

 

MODERATOR

Todd Ulrich

Senior Managing Director, EY

 

PANELISTS

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

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?

 

MODERATOR

Bob Long

Partner & CEO, StepStone Private Wealth

 

PANELISTS

Eric Chong

Chief Risk Officer, Zurich Alternative Asset Management

Ted Rosenwasser

Partner, Trilantic North America

Karen Welch

Managing Director of Investments, Spider Management

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.

 

MODERATOR

John Anderson

Global Head Corporate Finance & Infrastructure, Manulife

 

PANELISTS

Alfred Griffin

Senior Managing Director and Head of Generate Credit, Generate Capital

Bob Hopper

Head of Strategy, Fundamental Renewables

Monica Huffer

Portfolio Manager, TMRS

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?

 

MODERATOR

Drew Snow

Principal, HarbourVest

 

PANELISTS

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

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.

 

MODERATOR

Brett Palmer

President, Small Business Investor Alliance (SBIA)

 

PANELISTS

Carlie Eubanks

Investment Director, Verger Capital

Nitin Gupta

Managing Partner, Flexstone Partners

Andrew John

Partner, Parkway Capital

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.

 

MODERATOR

Patrick Warren

Senior Economist, Burgiss

 

PANELISTS

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

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.

 

MODERATOR

Christian Lundblad

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

 

PANELISTS

Jon Caplis

Chief Executive Officer, PivotalPath

Andrew Miller

Head of Business Development, Kepos

Travis Williamson

Partner, Head of Hedge Fund Research, Albourne Partners

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.

 

MODERATOR

Mindy lsenstein

Principal, TrueBridge Capital Partners

 

PANELISTS

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

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.

 

MODERATOR

Dan Murphy

Managing Director, Goldman Sachs

 

PANELISTS

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