I. MORNING SESSION 1 10:00AM - 11:00AM
EMERGING MARKETS: Real Estate & Infrastructure
The emerging markets panel will focus on the unique challenges and opportunities for investing in real estate and infrastructure projects abroad. What special criteria do investors use to determine where and how to invest in emerging markets? How are infrastructure and real estate markets different in emerging markets? Panelist will discuss their experiences working in Africa, Latin America, the Middle East and Asia and predict what one might expect from emerging markets PE in the future
assessing the venture capital valuation bubble
The VC Valuation Bubble panel will explore the impact of New Venture Funding and ways to fix it. The last decade with high activity of venture capital activity, peaking in 2015, has led to amazing new products but has sparked high spending on early stage companies. The often-high valuations spark a butterfly effect, with other VC valuations benchmarking each other. Panelists will share their views about the current valuations, trends and impact of rising interest rates on future valuations in the industry.
II. MORNING session 2 11:15AM - 12:15PM
Evaluating new paradigms in venture capital: beyond the sharing economy
As veteran VCs collect and tell their infamous stories of missed opportunities to invest in Uber or AirBnb, this panel will take a look at how early stage venture capital firms are looking beyond the sharing economy, the opportunities that they see for further disruption of stagnant industries, and how they are beginning to evaluate tomorrow's potential paradigm, today.
Beyond traditional private equity investments
The panel on alternative private equity investments will focus on the ways in which the relationship between general partners and limited partners has evolved and will continue to change with lower return targets, longer investment horizons, and permanent capital vehicles. Additionally, panelists will discuss limited partners' involvement in co-investments and directly leading transactions in select situations.
III. Afternoon Session 1 1:45PM - 2:45PM
The distressed energy panel will explore the recent period of extreme volatility in the energy industry and its impact on investment opportunities. With WTI prices below $30 just a year ago, many energy companies faced liquidity and leverage concerns, leading them to seek alternative sources of capital. Panelists will discuss investment strategies and structures in this environment, and how the recovery in oil prices in recent months has affected previous investments and the landscape moving forward.
blurring the lines: Private Equity and activist investing
This panel will explore the growing intersection between private equity and activist investing in recent years, as activist investors and private equity firms have begun to adopt similar strategies and compete in the same arena. Panelists will share their experiences and discuss current trends in the evolving relationship between private equity firms and activist investors.
IV. AFTERNOON session 2 3:00PM - 4:00PM
Private debt financing leads to high yield illiquid securities decoupled from traditional asset classes. As such, only highly experienced fund managers with verifiable track records and differentiated investment approaches typically invest in the space. This panel will see industry savants discuss the re-emergence of this sleeping giant.
pros and cons of financial engineering in secondary transactions
With the recent explosion of participants in the secondary market and an increase in dedicated institutional buy side capital, secondary firms have seen a trend towards the use of financial engineering and leverage in order to differentiate their return profiles. Our expert panelists will discuss the pros and cons of such engineering and how the market's demands continue to change.