Panel IA: AI and Private Markets – Hill South
AI is transforming private markets by revolutionizing investment strategies across the spectrum of alternative asset classes. AI-driven tools have the potential to enhance deal sourcing, due diligence, and predictive modeling; and machine learning and data analytics may be used to improve risk assessment, asset valuation, and portfolio optimization. How are these tools being implemented? What are the challenges, the opportunities, and the risks? Join this panel for a conversation about AI’s growing influence on private markets.
Ruben Sharma
Drew Conway
Benjamin Levy
Chris Fisher
Panel IB: Middle Markets – Hill North
A panel discussion focusing on middle markets, 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, and more. This panel will consider the opportunities inherent in middle markets investing.
Nitin Gupta
Taylor Jackson
Michael Painter
Roundtable I: Private Equity – Hill Central
This roundtable will tackle the most pressing issues shaping the private equity landscape: from deal sourcing to data analytics, from navigating valuations to managing risk, and from economic uncertainty to regulatory changes. Join this roundtable for a wide-ranging discussion about all things PE.
Mike Krems
Craig Demko
Michael Rost
Patricia Miller Zollar
Jeroen Cornel
Patrick McGoldrick
Roundtable II: Real Assets – Hill Central
This panel will explore the dynamic world of real assets, including real estate, infrastructure, natural resources, and commodities. Have these assets performed as expected during the recent inflationary period, and what are the drivers of growth and demand as we look ahead? The panel will also discuss the increasing demand for digital infrastructure as well as other key trends shaping the diverse category of real assets.
Laurence Gottlieb
Bill Kieser
Dwight Anderson
Monica Huffer
Louis Yu
Panel IIA: Evergreen Funds and the Democratization of Private Markets – Hill South
Perpetual capital has become one of the cornerstone themes in private markets in the last year. These “evergreen funds” allow managers to reinvest fund proceeds and focus on sustainable value creation. However, they may also present liquidity and alignment issues. These structural differences between evergreens and traditional closed-end funds may affect manager decisions such as type, timing, and strategy for fund investments. This panel examines issues related to evergreen fund portfolio management that are important for both GPs and LPs to consider when making investment decisions.
Dominic Garcia
Isaac Beckel
Drew Snow
Paul McGeough
Panel IIB: The Rise of Multi-Strats – Hill North
As multi-strategy hedge funds enjoy their recent increased prominence, this panel will discuss both the advantages of this model, as well as the challenges these funds face. How have multi-strat funds evolved in the face of increased investor demand and a competitive landscape, and what is their role in the broader alternative investment space?
Jon Caplis
Jay Mehalek
Dan Villalon
Panel IIIA: The Outlook for Exits – Hill South
This panel will evaluate the current dynamics and the outlook for private equity exits, a critical area for investors seeking to realize returns. How are IPOs, strategic sales, secondaries, and CVs changing timelines? In light of these shifts, how should managers and investors position themselves for the year ahead?
Ralph Eissler
Dan Murphy
Wes Bradle
Garrett Hall
Panel IIIB: Venture Capital – Hill North
The landscape for technology, startups, and the economy continues to rapidly change, while competition for investment opportunities has increased, and firms face increased scrutiny from regulators and the public. Even as valuations are recalibrated, the interest in AI, climate tech, and healthcare innovation remains high. Join our panelists for a discussion of the challenges and the opportunities facing venture capital now, and for the years to come.
David Jones
Rob Mazzoni
Allen Mask
Roundtable III: Credit Strategies – Hill Central
The private credit market continued to experience significant growth, with more than $2trillion in assets under management – a tenfold increase since 2009. Given the pace of growth and the way private credit has reshaped the investment landscape, where are the best opportunities in this asset class? What are the major trends and themes for the next phase of growth, and what innovations should we expect in the future?
Matt Sullivan
Michael Severance
Omer Ijaz
Jeff Dunn
Luke Eldridge
Emily Rogers
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
TJ Carlson
Jason Morrow
Kristen Tongberg
Andrew Palmer
Will McLean
