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The Women's Private Equity Summit   November 2-3, 2017 - Midtown Manhattan, New York City
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2019 Conference Schedule

From the Producers of
The Women's Private Equity Summit
Falk Marques

The 11th annual Women's Alternative Investment Summit will take place from Wednesday, November 13 to Thursday, November 14, 2019.

DAY ONE

WEDNESDAY, NOVEMBER 13, 2019
9:00 AM – 1:15 PM
PRE-CONFERENCE INTERACTIVE FORUM & NETWORKING LUNCHEON FOR FORUM PARTICIPANTS (Pre-Registration Required)
Breaking the Private Equity/Alternatives Glass Ceiling: Why Women Investing in Women-Led Firms Is the Answer

The number of senior-level women in private equity, venture capital, and other alternatives has barely budged in the last ten years. But we may be on the verge of a game-changing transformation of the industry, as more women-owned firms are being started, and more women are becoming allies in the capital formation process. In this Wednesday morning workshop, we'll examine this promising development from both the limited partner and the general partner perspective. We'll explore how women are supporting other women either by representing their institution or by investing as a GP or individual in funds as first investor (hey – "it's what the guys do"). We'll take a close look at the elements to consider as an investor, from assessing the brand, to legal considerations, to using your network to identify the next great fund. Join us to discuss the successful launch of women-owned funds and how to decide if you should be the one to provide "social proof" with that first check.

1:00 – 1:30 PM
Registration/Sign-In
1:00 – 1:40 PM
WELCOME
1:40 – 2:20 PM
Keynote Presentation and Discussion
THE ECONOMIC OUTLOOK

The U.S.-China trade war. The UK's split from the European Union. Weakening economies abroad. Yes, the events of 2019 have led to a significant question entering into 2020: Are we headed for a recession? A leading economist addresses that question and gives her perspective on what's ahead for not only the United States, but the global economy as well.

2:25 – 2:40 PM
KEYNOTE PRESENTATION
THE CHANGING FACE OF ALTERNATIVES

The private equity/alternatives landscape has and will continue to change across various aspects. Along with the ongoing institutionalization on the part of both managers and allocators, what allocators want from their investments in all asset classes (and their managers) is transforming. At the same time, changes in the investing environment pose new challenges and opportunities for alternative strategies. Lori Whiting of Wellington Management will provide her perspective on these changes and what it means for those investing in alternatives.

2:45 – 3:10 PM
KEYNOTE INTERVIEW
MAKING AN IMPACT

At $2 billion, TPG's The Rise Fund is one of the largest, if not the largest, impact funds ever raised. Committed to achieving social and environmental impact alongside competitive financial returns, the fund is being watched closely by those both in and out of the impact investing segment. Maya Chorengel, who helped found and helps lead The Rise Fund, discusses its strategy, the challenges it has faced, and what's ahead. She'll also discuss her own journey into the impact investment segment and provide her perspective on what the segment needs to win over LPs.

3:10 – 3:30 PM

Networking Refreshment Break

3:35 – 4:14 PM
KEYNOTE INTERVIEW/PANEL
UNRAVELING THE MYSTERY OF INSTITUTIONAL INVESTOR DECISION MAKING: ASK THE TRUSTEES

Trustees of pensions, endowments, and foundations are at the forefront of investment decision making for their institutions. Our panel of seasoned trustees will discuss strategic and tactical issues, such as taking a macro view of asset allocation and forecasting, and what they expect from investment officers as it relates to governance and diversity initiatives. Join us for a conversation about how decisions are made by LP institutions, and get your most pressing questions answered.

4:20 – 5:00 PM
KEYNOTE PRESENTATION AND DISCUSSION
XI JINPING'S THIRD REVOLUTION, THE FUTURE OF U.S.-CHINA RELATIONS AND WHAT IT MAY MEAN FOR INVESTORS

Between the trade war with the United States, the unrest in Hong Kong and questions about the economy, China is certainly front and center. That, in turn, is raising questions for many, including those involved in private equity, venture capital and other alternatives. In this presentation, Elizabeth Economy, the C.V. Starr senior fellow and director for Asia Studies at Council on Foreign Relations and longtime observer of China, gives her perspective on the country, its relations with the U.S. and what may lie ahead for investors.

5:00 – 7:15 PM
Welcome Cocktail Networking Reception (serving dinner fare)
Sponsored by Kirkland & Ellis and KPMG

Join us for a festive Welcome Networking Reception at The Plaza. Continue the day's unmatched energy into the evening by making new connections and reconnecting with your peers from across the globe over cocktails and dinner fare. Be sure to say hello to representatives of Kirkland & Ellis and KPMG – the Summit's Platinum Sponsors.


DAY TWO

THURSDAY, NOVEMBER 14, 2019
7:30 – 8:20 AM
Registration/Sign-In and Networking Continental Breakfast
8:30 – 8:40 AM
WELCOME
8:40 – 9:25 AM
CIO KEYNOTE PANEL DISCUSSION
DEPLOYING CAPITAL IN 2020: WHAT STRATEGIES WILL PRODUCE NEEDED RETURNS?

Institutional investors face constant pressure to generate returns. That pressure has in turn led the majority to increase their allocations to alternative strategies, whether it's private equity, venture capital, hedge funds, real estate, or other real assets. In this enlightening session, you'll hear from a group of leading CIOs as they discuss their investment strategies, what's working and what's not, and their expectations from private equity, real estate, hedge funds, and other alternatives.

9:30 – 10:15 AM
KEYNOTE INVESTING PANEL DISCUSSION
THE HUNT FOR DEALS & LIQUIDITY: WHERE WILL IT LEAD?

Investors in all alternative asset classes are facing an array of challenges, from high prices and increased competition to uncertainty over regulatory and trade issues. In this session, you'll hear from key professionals at leading firms as they give their perspective on the investing and exiting environment. They'll provide insight on where they are focusing their efforts and how that might change in the year ahead.

10:20 – 10:45 AM
FIRESIDE CHAT
THE WEALTH MANAGEMENT VIEW OF ALTERNATIVES

Family offices and wealthy individuals are becoming active investors in private equity, venture capital, and hedge funds. What is attracting them to alternative assets and what will be their impact going forward? Katherine Rosa, global head of alternatives investments at J.P. Morgan Wealth Management, sits down with Coller Capital's Paige Brotherton to discuss what she is seeing and hearing from her clientele, how her group is thinking about alternatives, and where she is deploying and will look to deploy capital.

10:50 – 11:20 AM

Networking Refreshment Break

11:25 AM – 12:10 PM
TRACKED DISCUSSION GROUPS – SPOTLIGHT SESSIONS

Concurrent SPOTLIGHT Discussion Groups shine a light on Private Equity, Venture Capital, Hedge Funds, Real Estate, Credit, and Firm Strategies. Facilitated by leaders in each asset class and subject area, these discussions provide a small-group forum for a candid and in-depth look at topics important to general partners, limited partners, and advisors to the industry.

SPOTLIGHT ON PRIVATE EQUITY
On the Frontline: Can GPs Live Up to LP Expectations?

Private equity continues to be a preferred destination for institutional investors. They see the industry as capable of delivering returns that are not always possible in the public markets. But as they invest more capital into the industry, GPs are facing increased competition and high valuations. Our panel gives their view on private equity, what it's taking to close deals, and where returns are headed.

SPOTLIGHT ON VENTURE CAPITAL
The Unicorn Craze: Was It Worth It?

In November 2013, Cowboy Ventures' Aileen Lee sought to point out how unusual it was for startups to have $1 billion valuations by calling them unicorns. During the preceding 10 years, Aileen and her team had identified 39 such companies. However, by the fall of 2018 that number had grown to 150, reflective of the increased money in the sector and the lack of interest by some entrepreneurs in going public. 2019 has seen a few of those "unicorns" go public, begging the question: Was this effort to keep companies private longer worth it? Will investors and their LPs see big returns? Hear from a panel of dealmakers on this key issue.

SPOTLIGHT ON HEDGE FUNDS
What Strategies Will Work in 2020?

The return of volatility to the market has been positive for many managers. While activist investors have found plenty of opportunity, emerging markets have struggled. What will work in the coming year? Where are LPs looking and where do managers see opportunity? The panelists will share their thoughts on these key questions and more.

SPOTLIGHT ON REAL ESTATE
Buy? Sell? Develop? Rehab? How Are Investors Preparing for the Year to Come?

Real estate investors have been waiting for the other shoe to drop for a few years now, fearful of rising interest rates and an economic downturn. Those predictions have not come true, but will they in 2020? Leading investors discuss how their firms are looking at the market, the deals they've been doing. and the approach they are taking into the coming year.

SPOTLIGHT ON CREDIT
Financing the Deal: Weighing the Impact of a Downturn on Leveraged Lending

Private equity firms have found plenty of entities willing to provide debt for their deals. But questions have arisen about those loans. Are they, for instance, too large? Are the terms too flexible? Will lenders run into trouble if the economy heads south? The panel dives into this key element of the PE market, what is really happening, and what's ahead – especially as PE firms seek to do more deals.

SPOTLIGHT ON STRATEGY
The Secondary Industry Evolves: What It Means for LPs & GPs

The secondary market has grown tremendously in recent years as LPs have gotten more comfortable utilizing it and fund buyers have diversified. In this session, you'll hear where this market is heading next, the opportunities and challenges that secondary firms are facing, especially with increased competition, and how the willingness of GP firms to be involved is shaping the process.

12:15 – 1:25 PM
Networking Luncheon with Optional Roundtable Discussion Groups

Facilitated by industry leaders, these informal discussions highlight current trends and pressing issues, and encourage like-minded attendees to share practical solutions to challenges facing private equity and alternative investment professionals.

Please see the Roundtable Handout or Mobile App for the complete list of Roundtable Discussion Groups, Facilitators, and Table Locations.

  • The China-U.S. Trade War: What Does It Mean For Investors
  • The Continued Uncertainty in Washington: How Are You and Your Firm Dealing With It?
  • The Road Ahead for Infrastructure: What Will It Yield?
  • Where Are Emerging Markets Headed in 2020?
  • Tales From the Fundraising Trail: What It Takes to Win Over LPs and Raise Capital
  • LP Confidential: How Are You Trying to Shape GP Behavior?
  • The Push For Diversity: Are Firms Just Paying Lip Service?
  • Building Consensus: What Should Real Estate Investors be Doing to Win Over LPs?
  • Keeping Investors Happy: What Hedge Funds Can and Must Do
  • Preparing for The Downturn: What Steps Should Firms Be Taking?
  • The IPO Window Opens Wide: What It Takes to Pull Off a Successful Offering
  • The Growing Interest by Family Offices in Alternatives
  • ... and others to be announced

*Topics subject to change.

1:35 – 2:20 PM
TRACKED DISCUSSION GROUPS – SPOTLIGHT SESSIONS

Concurrent SPOTLIGHT Discussion Groups shine a light on Private Equity, Venture Capital, Hedge Funds, Real Estate, Credit, and Firm Strategies. Facilitated by leaders in each asset class and subject area, these discussions provide a small-group forum for a candid and in-depth look at topics important to general partners, limited partners, and advisors to the industry.

SPOTLIGHT ON PRIVATE EQUITY
We Create Value By…

Given the prices that PE firms are having to pay for companies, they must find ways to increase the value and ultimately generate a successful exit. In this session, you'll hear from PE investors as they discuss the strategies that they are using to build up portfolio companies, whether it's through add-on acquisitions, new product development, or utilizing their firm's team in creative ways.

SPOTLIGHT ON VENTURE CAPITAL
Beyond the Check: Why Firms Are Adding "Platform" Offerings

Private equity firms have long seen the value in providing services to their portfolio companies. In recent years, VC firms have increasingly done the same. They are bringing on board so-called "platform managers" to provide portfolio companies with help around talent, press, customer intros, and more. In this session, you'll hear why VC firms have made these hires, the ways in which they have aided companies, and the value they are bringing to the firm. They'll also discuss how it is changing the dynamics of starting a company for entrepreneurs.

SPOTLIGHT ON HEDGE FUNDS
Adhering to ESG Principles: What It Means for Firms & Investing Strategies

Hedge funds were once secretive vehicles, revealing little about their strategies or investments. But with increased regulation and the push for greater transparency, hedge funds are becoming more focused on doing the right thing. That includes following ESG guidelines. In this session, you'll hear about a few firms that are utilizing them and what allocators are hoping to see.

SPOTLIGHT ON REAL ESTATE
Disruption Ahead? How Will PropTech Change the Industry?

The real estate industry has become a big target for entrepreneurs and their VC backers. They see a huge industry that is in need of being digitized and modernized. In this session, our panelists provide their perspective on the efforts to make it easier to research, rent, buy, and manage property. They'll discuss what's working, as well as the challenges and the opportunities that still exist.

SPOTLIGHT ON CREDIT
What's Ahead for Credit Investing?

LPs are giving much thought to how to construct their credit allocations? Will private credit funds pay off? Is asset-based lending a segment to focus on and what about distress and special situations – are they about to find opportunity? A panel of investors and LPs give their perspective on the current credit environment and where it is headed.

SPOTLIGHT ON STRATEGY
The Investment Management Operating Model: Where Is It Headed?

As the investment management sector evolves, firms must give thought to the non-investing part of their business. They need to think about the most efficient way to structure their middle office, legal and compliance, finance and reporting, and tax functions. In this session, you'll get insights into how the traditional operating model is evolving so as to leverage technology, cost optimization, and a mix of outsourcing and insourcing. They'll discuss the impact of global themes and how work itself may change.

2:25 – 3:10 PM
TRACKED DISCUSSION GROUPS – KEEP AN EYE IN 2020 ON … SESSIONS

Concurrent KEEP AN EYE ON Discussion Groups shine a light on some of the most pressing issues for investment firms and LPs in the year ahead.

KEEP AN EYE IN 2020 ON …
PE, VC, and Real Estate Fundraising

Private equity and venture capital firms have been on a mission the past several years. Seeing institutional investors' desire to invest in the asset class, GPs are trying to land as much capital as possible. Firms are raising funds at a quicker pace and also rolling out new strategies. Will this continue in the year to come or will LPs become more selective? Our panel provides their perspective on the current fundraising market and where it may be headed.

KEEP AN EYE IN 2020 ON …
Opportunities Presented by Opportunity Zones

The Trump Administration has finally handed down the rules related to Opportunity Zones. There is now clarification on the tax treatments for those developing projects in these "zones" and those who are investing in the project developers. Our panel gives their view on what it means for developers and investors and why it may become of interest to institutional investors.

KEEP AN EYE IN 2020 ON …
Cannabis Investing: Will It Truly Produce High Returns?

The move to legalize pot in certain states has not surprisingly spurred investment activity. Some are focused on the infrastructure related to selling the weed, while others see opportunities in products being developed from cannabis. In this session, you'll hear why firms are jumping in, the opportunities they see in 2020, and how LPs are viewing the sector.

KEEP AN EYE IN 2020 ON …
Health Care Investing

Backing companies developing new drugs, new devices, or improved medical services comes with a host of challenges. Aside from the technology, investors must concern themselves with such things as costs, the public markets, the interest of corporations, the FDA approval process, and, of course, the changing views in Washington. In this session, a panel of top health care investors provide perspective on the current investing climate and the challenges and opportunities they see in the year ahead.

KEEP AN EYE IN 2020 ON …
Impact Investing

Impact investing used to be a niche area with firms trying to do deals that could improve lives in a foreign country. Today, though, more firms are jumping into the area and redefining what impact investing is and can be. In this session, our panelists will give their take on the state of impact investing, where it is headed, and what must be done to generate returns and win over LPs.

KEEP AN EYE IN 2020 ON …
Energy: Will LPs Look to Fossil Fuels or Renewable Sources To Power Up Returns?

According to a study by Aquila Capital, nearly half of institutional investors expect to increase their exposure to assets that support and participate in the energy transition, or the replacement of fossil fuels by renewable sources of energy production. Will the sun shine on institutional investors making this move or is there still unmined potential in fossil fuels? Our panel debates this important topic.

3:15 – 3:45 PM
Networking Refreshment Break
3:50 – 4:05 PM
Summit Supporter Drawing
4:10 – 4:55 PM
KEYNOTE PANEL DISCUSSION
THE FINAL WORD: LPS ON WHAT THEY ARE REALLY SEEKING

When institutional investors have looked at what they need to do to generate necessary returns, they have generally reached the same conclusion: They need to invest heavily in private equity, venture capital, real estate, credit, hedge funds, and other alternatives. But investing and investing right are two different things – especially in this crazed environment. Our panel of top LPs discusses how they are deciding what funds to back, the terms that are sticking points, and what they would like to see from managers in 2020.

4:55 PM
SUMMIT ADJOURNS

* Program subject to change

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