succeeding in a fully-priced market
With purchase multiples at an all-time high, there is a renewed focus on the investment strategies being deployed by private equity investors. The Succeeding In A Fully-Priced Market panel will discuss different approaches being taken by investors to win deals and deliver significant returns, including how some are demonstrating ingenuity using financing solutions that offer a blend of downside protection and upside participation.
Patrick Kocsi, Founder & Managing Partner, Juna Equity Partners
Maria Jelescu, Founder & CEO, Ardinall Investment Management
Federico Schiffrin, Partner & Head of Direct Investments / Private Equity, Unigestion
Michael Fieldstone, Founder & Partner, Aterian Investment Partners
Moderated by Jonathan Kim, Partner, Dechert
energy & infrastructure
Global volatility in energy costs coupled with cost competitive alternative energy solutions and a search for long-term cash-flow generating assets have combined to create a multi-trillion dollar investment opportunity. The Energy & Infrastructure panel will help answer questions surrounding what energy and infrastructure investments will generate the largest returns in the future, what tangential opportunities will present themselves, and what issues in the sector we should be concerned about.
Robert Lee, Managing Director, Morgan Stanley Energy Partners
Olivia Wassenaar, Partner, Apollo Global Management
Eli Aheto, Partner, Virgo Investment Group
Moderated by Roald Nashi, Partner, Kirkland & Ellis
credit market outlook
Following the financial crisis, banks retreated from lending in the private market and as a result, credit funds stepped in to fill the void. Now with rates rising and leverage at an all-time high, there is uncertainty as to how the market will progress. The Credit Market Outlook panel will bring together various experts to talk about their view on credit markets, the availability of leverage to private equity funds, and the impact that rising rates and a potential economic downturn will have on the broader credit system.
Leslee Cowen, Managing Director, Fortress Investment Group
Bill Sacher, Partner & Head of Private Credit, Adams Street Partners
Christine Pope, Senior Vice President, Oaktree Capital Management
Mark Kronfeld, Managing Director, BlackRock | Tennenbaum Capital Partners
Moderated by David Nemecek, Partner, Kirkland & Ellis
There are many benefits to a more flexible investment horizon and long-hold funds are clearly here to stay. The Long-Term Capital panel will address the current state of private equity investment horizons and how capital formation and LP expectations have disrupted decades of historical practices.
Grant Gilliam, Director, CVC Strategic Opportunities
Zack Kaplan, Co-Founder & Managing Director, Cove Hill Partners
Candice Szu, Managing Director, The Carlyle Group
Trevor Winstead, Managing Director, Apollo Global Management
Moderated by Mark Suter, Director of Business Development, SS&C Technologies
growth equity & staying private longer
The rise in growth equity deals over the past decade has had a substantial impact on public and private markets. Regulatory pressure and costs associated with public ownership have motivated many companies to remain private. The Growth Equity & Staying Private Longer panel will discuss why these companies are turning to a diverse set of investors for funding, such as growth equity and private equity firms, as well as hedge funds.
Teddie Wardi, Managing Director, Insight Venture Partners
Chris Carey, Principal, Stripes Group
David Nevas, Partner, Edison Partners
Jessie Cai, Vice President, General Atlantic
Moderated by Gareth Clark, Partner, Dechert
As more investors take notice of the potential proliferation of frontier technologies, the space will continue to grow and new industries will emerge. The Frontier Technology panel will explore technology that has the ability to make a significant impact on our future but hasn’t yet reached mass market commercial adoption. Frontier technology encompasses virtual reality, augmented reality, computer vision, artificial intelligence, drones, and robotics.
Amy Sun, Partner, Sequoia Capital
Shaun Stewart, CEO, New Lab
John Frankel, Founder & Partner, ff Venture Capital
Zack Schildhorn, Partner, Lux Capital
Moderated by Adam Goodman, Director, DealCloud
evolving healthcare landscape
Increasing regulation, a higher cost of doing business, and the emergence of disruptive technologies are fundamentally changing the healthcare industry and consumer healthcare experience. The Evolving Healthcare Landscape panel will ask professionals, from early technology investors to late-stage M&A professionals, to offer their perspectives on how these rapid industry shifts are changing the flow of capital within the healthcare space and ways they must all be prepared to assess risk and potential returns in the years to come.
Joel Krikston, Managing Director, Merck Global Health Innovation Fund
Kapila Ratnam, Partner, NewSpring Capital
Zubeen Shroff, Managing Partner, Galen Partners
James Flexner, Partner, Avego Healthcare Capital
Moderated by Reb Wheeler, Partner, Mayer Brown
perspectives on early stage investing
Historically, early-stage investors have taken a 20% ownership stake during first round funding, however, in recent years early stage financing has grown increasingly competitive, raising the concentration of equity ownership and the amount of capital invested to historic highs. The Perspectives On Early Stage Investing panel will explore the growing popularity of angel and seed investing, the implications of early stage investing, and how varying fund types view and tackle this burgeoning sector.
Nimi Katragadda, Partner, BoxGroup
Peter Boyce, Partner, General Catalyst
Jo Ann Corkran, Managing Director, Golden Seeds
Brendan Dickinson, Partner, Canaan Partners
Moderated by James C.H. Lee, Partner, K&L Gates