PARTNERCONNECT MIDWEST 2014 AGENDA – TUESDAY, JUNE 24
7:30 AM / REGISTRATION & CONTINENTAL BREAKFASTExecConnect Meetings Begin in Ballroom as early as 7:10 AM. Check in at Private Meetings Registration Desk in Ballroom Loge
HedgeworldConnect Meetings Begin in Ballroom, 7:10 AM. Check in at Private Meetings Registration Desk in Ballroom Loge
8:00 AM / PLENARY SESSION –CONCORDE ROOM
1.Redefining Risk Management: Thinking Outside the Box -- Mark Guinney, Managing Partner, The Presidio Group;
Sharon Snow, CEO, Metropolitan Capital Strategies; Richard Vigilante, Chief Communications Officer & Author, Whitebox Advisors;
Moderator: Rachel Minard, Founder & CEO, Minard Capital LLC
2.(8:50 AM) John A. Canning, Jr., Chairman, Madison Dearborn Partners; Moderator: David Toll, Editor-In-Charge, Buyouts Magazine
9:30 AM / NETWORKING BREAK – PROMENADE AREA OUTSIDE CONCORDE ROOM
BUYOUTS CHICAGO
TRACK 1 – CONCORDE ROOM / BUYOUTS CHICAGO
TRACK 2 – VERSAILLES ROOM / HEDGEWORLD MIDWEST
SALON ROOM
10:00 AM / Buyouts Magazine
Deal of the Year Presentations
Ned Fleming, Managing Partner,
SunTx Capital Partners
Jon Borell, Principal, Sun Capital Partners / Panel 1: Investor Outlook
Moderator:
Mark Shore, Founder,
Shore Capital Management
Panelists:
David Richter, Chairman, Public Markets Investment Committee,
Grosvenor Capital Management
Joe Wade, CIO, Meritage Capital
10:30 AM / Panel 1: Funds: Which Funds Are Getting Raised Now & Why?
Moderator:
David Toll, Editor In Charge,
Buyouts Magazine
Panelists:
David Fann, President & CEO, TorreyCove Capital Partners
David McCoy, Principal and Portfolio Manager, RCP Advisors
Jeffrey Burgis, Partner,
Adams Street Partners
Christian Kallen, Vice President,
Hamilton Lane / Panel 1: Deals:
Today's Dealmaking Environment
Moderator:
Peter Lieberman, Co-Chair - Chicago Corporate & Securities Practice Group, Greenberg Traurig
Panelists:
Nathan Brown, MD, Wind Point Partners
Brian Demkowicz, Managing Partner, Huron Capital Partners
Mark Kelly, MD, H.I.G. Capital
Scott Spielvogel, Managing Partner,
One Rock Capital Partners / Panel 2: Four Trades that Worked
Moderator:
Chris Clair, Managing Editor, Reuters HedgeWorld
William Heard, CEO, CIO, Founder,
Heard Capital
K.C. Nelson, Portfolio Manager, MD , Driehaus Capital Management
Robert Sanborn, Managing Member, Sanborn Kilcollin Partners
Peter Zaldivar, Portfolio Manager, Kabouter Management
11:00 AM / Panel 2: Funds: The Re-up: Determining The Haves and Have-Nots
Moderator:
Steve Gelsi, Senior Editor,
Buyouts Magazine
Panelists:
John Dickie, Principal,
FLAG Capital Management
Jessica Reed Saouaf, MD & Director of Research, Hall Capital Partners
Mark Sandquist, VP, Private Equity, Summit Strategies Group
Bethany Woods, VP, Private Equity, Northern Trust / Panel 2: Deals: Healthcare PE:
The Latest On A Booming Market
Moderator:
Steve Menna, Principal-in-Charge, Rothstein Kass
Panelists:
Don Pierce, Principal, Shore Capital
Walker Poole, Partner,
Ridgemont Equity Partners
Frank Winslow, Partner,
Quad-C Management, Inc / Panel 3: Allocators' Guide
to Activist Investing
Moderator:
Chris Clair, Managing Editor, Reuters HedgeWorld
Justin Sheperd, CIO,
Aurora Investment Management
Kay Torshen, CEO CIO,
Torshen Capital Management
WrugVed, Associate, PAAMCO
BUYOUTS CHICAGO
TRACK 1 – CONCORDE ROOM / BUYOUTS CHICAGO
TRACK 2 – VERSAILLES ROOM / HEDGEWORLD MIDWEST
SALON ROOM
11:30 AM / Keynote 1:
Thomas Spoto, Managing Director, AlpInvest Partners
Co-Investments: Why All The Hype? / Keynote 1:
William Atwood, Executive Director, Illinois State Board of Investment
Moderator:
Becky Yerak, Business Reporter, Chicago Tribune
12:00 PM / LUNCH– PROMENADE AREA OUTSIDE CONCORD ROOM
1:00 PM / Keynote 2:
BelaSzigethy & Stewart Kohl,
Co-CEOs, The Riverside Company
Lessons Learned From 25 Years in Private Equity
Moderated by David Toll,
Editor-in-Charge, Buyouts Magazine / Keynote 2:
Steve Vogt
Chief Investment Officer
Mesirow Advanced Strategies
Moderator:
Chris Clair, Managing Editor, Reuters HedgeWorld
1:30 PM / Panel 3: Funds: What LPs
Are Really Discussing
Behind Closed Doors
Moderator:
Chris Witkowsky, Editor, PE HUB
Panelists:
Charles Tedeschi, Sr Consultant - Private Markets, NEPC
FarazShooshani, Sr. VP,
Strategic Investment Solutions
Chrissie Pariso, Sr. Portfolio Mgr - Private Equity, Exelon Corporation
Marc Friedberg, MD,
Wilshire Private Markets / Panel 3: Deals:
The Lending Environment
Moderator:
Luisa Beltran, Senior Private Equity Writer, PE HUB
Panelists:
Rob Weiss, MD, Sankaty Advisors
Ted Koenig, President and CEO, Monroe Capital
Dan Barry, Sr. Managing Director,
GE Capital / (1:35 p.m.) Panel 4:
The Uneven Playing Field
Moderator:
Thomas Deinet, Executive Director, Hedge Fund Standards Board
Panelists:
Bruce Mumford, Partners,
Emerging Edge Group
Brian Ziv, Portfolio Manager, Head of Hedge Fund Strategies Committee, William Blair
2:00 PM / Panel 4: Funds: Small Market Buyout Focus: Key Differentiators In Successful Sub-$200M Funds
Moderator:
Thomas Trujillo, Audit Senior Manager, Rothstein Kass
Panelists:
Christian Albert, Managing Partner, Bowside Capital
Brett Hickey, Founder & CEO,
Star Mountain Capital
Irwin Loud, CIO,
Muller & Monroe Asset Management
Sanjiv Shah, MD, BAML Capital Access Funds Mgt / Panel 4: Deals: Quick Case Studies Part 1: Top PE Deals
& Why They Worked
Moderator:
Danielle Fugazy, Contributing Editor, Thomson Reuters
Panelists:
Ben Daverman, VP, GTCR
John Pouschine, MD,
Pouschine Cook Capital Management / (2:10 p.m.)Panel 5:
Liquid Alternatives vs.
Funds of Funds
Moderator:
Brian Haskin, Founder and CEO, Alternative Strategy Partners
Panelists:
Eric Gorman, Manager, Alternative Investments Research,
Private Client Reserve at U.S. Bank
Andres Sandate, President & CEO, Endurance Strategies, LLC
David Hay, MD & Portfolio Manager,DGAM Diversified Strategies Fund
Gary Shugrue, Sr. Portfolio Mgr –
ACP Funds, Barlow Partners
BUYOUTS CHICAGO
TRACK 1 – CONCORDE ROOM / BUYOUTS CHICAGO
TRACK 2 – VERSAILLES ROOM / HEDGEWORLD MIDWEST
SALON ROOM
2:30 PM / Keynote 3:
Greg Stento,
Managing Director,
HarbourVest Partners
Moderator:
Steve Gelsi, SeniorEditor,
Buyouts Magazine / Panel 5: Liquid Alternatives vs. Funds of Funds (Cont.)
3:00 PM / NETWORKING BREAK – PROMENADE AREA OUTSIDE CONCORD ROOM
3:30 PM / Panel 5: Funds: Pensions:
New Expectations for PE
Moderator:
David Toll, Editor In Charge,
Buyouts Magazine
Panelists:
Brady Hyde, Portfolio Manager ,
UPS Group Trust
Doug Bollerman, MD - Private Equity, TIAA-CREF
Craig McCrohon, Investment Committee Chairman, Illinois State Universities Retirement System / Panel 5: Deals: Are You Ready For The SEC's Next Big Move?
Moderator:
Tom Angell, Principal-in-Charge, Private Equity Practice,
Rothstein Kass
Panelists:
Chris Hayes, Legislative & Regulatory Counsel, SBIA
Marc Reich, President,
Ironwood Capital
Scott Gluck, Esq., Venable, LLP / Keynote 3:
Constance Teska,
Principal,
Pluscios Management
The Great Hedge Fund Debate
4:00 PM / Panel 6: Funds: Quick Case Studies Part 2: Top PE Deals
& Why They Worked
Moderator:
Steve Gelsi, SeniorEditor,
Buyouts Magazine
Panelists:
Heather Faust, Managing Director, Castle Harlan
Marc Rowland, Managing Partner, IOG Capital / Panel 6: Deals: Readying Your Portfolio Companies For Harvest
Moderator:
Danielle Fugazy, Contributing Editor, Buyouts Magazine
Panelists:
Jason Bass, Co-Head,
Transportation & Logistics Group,
Harris Williams & Co.
Warren Feder, Partner,
Carl Marks Advisory Group
John Madden, Founder and Managing Partner, Sequel Holdings / Panel 6: The Future of Chicago's Futures Markets
Moderator:
Tom Polansek, Reporter,
Reuters
Panelists:
Brian Duff, Head of U.S. Sales, ABN-AMRO Clearing Chicago
Jay Feuerstein, CEO & CIO,
2100 Xenon Group
Scot Warren, Sr. MD, Equity Index Products & Index Services,
CME Group
BUYOUTS CHICAGO
TRACK 1 – CONCORDE ROOM / BUYOUTS CHICAGO
TRACK 2 – VERSAILLES ROOM / HEDGEWORLD MIDWEST
SALON ROOM
4:30 PM / Panel 7: Funds:
Making Co-Investments Work
Moderator:
Marshall Bartlett, Managing Director, Fisher Lynch Capital
Panelists:
Frank Burke, VP, Portfolio Management, Hatteras Funds
Timothy Greene, VP,
Hartford Investment Management
Bill Indelicato, MD, Portfolio Advisors
Chris Bruneau, Executive Director,
57 Stars / Panel 7: Deals: Exit Markets
Moderator:
Luisa Beltran, Senior PEWriter,
PE HUB
Panelists:
Bob Frost, MD, Lazard Middle Market
Mark Brady, MD, Global Head of M&A, William Blair
Tom Schauerman, Partner,
Norwest Equity Partners / Panel 7: Trading Volatility
Moderator:
Mark Melin, Writer, ValueWalk.com
Panelists:
Lincoln Ellis, MD,
Greensquare Capital
Chris McGuire, CEO, CIO,
Phalanx Capital Management
Julian Rundle, CIO,
Dorset Asset Management
Bill Speth, VP, Research and Product Development, Chicago Board Options Exchange (CBOE)
5:00 PM / Keynote 4:
Paul Carbone,
Managing Partner,
Pritzker Group Private Capital
Permanent Capital & the Next Generation Family Investment Company / Keynote 4:
Bart Chilton,
Commissioner,
US Commodity Futures Trading Commission
5:30-7:00 PM / NETWORKING COCKTAIL RECEPTION– PROMENADE AREA OUTSIDE CONCORDE ROOM
PARTNERCONNECT MIDWEST 2014 AGENDA – WEDNESDAY, JUNE 25
7:30 AM / REGISTRATION & CONTINENTAL BREAKFASTExecConnect Meetings Begin in Ballroom. Check in at Private Meetings Registration Desk in Ballroom Loge begins at 7:10
HedgeworldConnect Meetings Begin in Ballroom. Check in at Private Meetings Registration Desk in Ballroom Loge begins at 7:10.
8:00 AM / PLENARY SESSION –CONCORDEROOM
1. Mark Yusko, CEO & CIO, Morgan Creek Capital Management
2. (8:40 a.m.) Are High Profit Margins Really A Problem? New Views On Equity Fundamentals
Peter Algert, Founder & CIO, Algert Global; Leah Zell, Founder & Portfolio Manager, Lizard Investors;
Moderator: Rachel Minard, Founder & CEO, Minard Capital
3. (9:10 a.m.)Tom Ricketts, Chairman,Incapital / Owner, Chicago Cubs
9:40 AM / NETWORKING BREAK– PROMENADE AREA OUTSIDE CONCORDE ROOM
BUYOUTS CHICAGO
TRACK 1 – CONCORDE ROOM / BUYOUTS CHICAGO
TRACK 2 – VERSAILLES ROOM / HEDGEWORLD MIDWEST
SALON ROOM
10:00 AM / (10:10 a.m.) Deal of the Year Presentation 3
BenjyDiesbach,
Partner,
Oak Hill Capital Management / Panel 8: Selling Your Fund
Moderator:
Bill Douglass, Principal,
Gotham Communications
Panelists:
John Cummings, Investment Research Manager, Attain Capital Management
Nicholas Delgado, Principal, Dignitas
Alan Lenahan, Managing Principal and Director of Hedged Strategies,
Fund Evaluation Group
10:30 AM / Panel 8: Funds: Finding & Evaluating Breakthrough Emerging Managers
Moderator:
Chris Witkowsky, Editor, peHUB
Panelists:
Michael Flood, MD,
Northleaf Capital Partners
Daniel Heidenreich, Principal,
Hauser Private Equity
Lorraine Corlet, Associate, Franklin Park / Panel 8: Deals:
Thriving As A Small Market Buyout Fund
Moderator:
Gary Silverman, Shareholder, Greenberg Traurig
Panelists:
Jonathan Castle, MD, Branford Castle
Ken Jones, Managing Partner,
Boathouse Capital
Devin Mathews, Managing Partner, Chicago Growth Partners
Zach Woolridge, Co-Founder and Principal, Elm Creek Partners / Panel 9: What's Hot, What's Not
Moderator:
Patrick E. O’Hern, Managing Partner,
Co-Founder,
Sugar Creek Investment Management
Panelists:
Bruce Aulie, Director of Manager Selection,
Efficient Capital Management
Thomas Kim, Co-Chief Investment Officer, Mansur & Company
Tony Lissuzzo, Sr. VP, Dir. of HFResearch, Northern Trust
Jay Tubianosa, Director,
Clearbrook Investment Consulting
11:00 AM / Panel 9: Funds: Shark Tank –
A Live Critique of Manager Pitches
Danielle Fugazy, Contributing Editor, Buyouts Magazine
Panelists:
Kevin Kester, MD, Siguler Guff
Christopher Yang, Managing Partner, Grove Street Advisors
NehaMarkle, Exec Director & Portfolio Manager, Morgan Stanley Alternative Investment Partners PE Fund Group / Panel 9: Deals: Trends & Best Practices in PE Deal Origination
Moderator:
NadimMalik, CEO,
Sutton Place Strategies
Panelists:
Eric Albertson, Investment Director,
SL Capital Partners (US)
Jay Coughlon, Man Partner, Lariat Partners
Scott Finegan, MD,
Pfingsten Partners
John Tilson, MD, BGLCO / Panel 10: Building and Marketing Liquid Alternatives
Moderator:
Dan Raab, MD, Head of Indices & Managed Futures, ETF Securities
Panelists:
Rob Guttschow, Sr.Portfolio Manager, Co-Head of Alternatives, First Trust Advisors
Tom Murray, MD,Arden Asset Mgt.
Andrew Parrillo, President,
Newport Capital Advisers
BUYOUTS CHICAGO
TRACK 1 – CONCORDE ROOM / BUYOUTS CHICAGO
TRACK 2 – VERSAILLES ROOM / HEDGEWORLD MIDWEST
SALON ROOM
11:30 AM / Buyouts Magazine Newsmaker:
Peter Brockway, Senior Advisor,
Blue Sea Capital
Moderator:
Steve Gelsi, SeniorEditor, Buyouts Magazine / Keynote 4:
Eric Scott Hunsader,
Founder,
Nanex
HEDGEWORLD MIDWEST PROGRAMMING CONCLUDES
12:00 PM / NETWORKING LUNCH – PROMENADE AREA OUTSIDE CONCORDE ROOM
1:00 PM / Buyouts Magazine Newsmaker:
Maurice Gordon, MD,The Guardian Life Insurance Company of America
Moderator:
David Toll, Editor-In-Charge, Buyouts Magazine
1:30 PM / Panel 10: Funds: Advanced Topics
In Manager Diligence
Moderator:
Alex Abell, Founder and CEO, Atlas Diligence
Panelists:
Todd Milligan, MD, Private Advisors
Brad Thawley, Investment Manager, Teacher Retirement System of Texas
Kevin Tunick, VP and MD, Private Investments, UNC Management Co. / Panel 10: Deals: Awaiting the Big Crack: How Are Credit Investors
Positioning For A Downturn?
Moderator:
Randy Schwimmer, Editor & Publisher, The Lead Left
Panelists:
Richard Jander, MD, Maranon Capital
Mark Tauber, MD, Capitalsource
Ken Leonard, Managing Partner, Kayne Anderson Capital Advisors
2:00 PM / Panel 11: Funds: Red Flags in the Data:
What to Look for in Past Performances
Moderator:
Luisa Beltran, Senior PE Writer, PE HUB
Panelists:
Phil Ecob, Investment Director, Crow Holdings Capital Partners
Maurice Gordon, MD,
The Guardian Life Insurance Company of America
Holly Holtz, MD, Shinrun Advisors
Chris Perriello, MD, AlpInvest Partners, Inc.
Ethan Vogelhut, VP, Adveq / Panel 11: Deals: Here's How I Actually Created Value In My Portfolio
Moderator:
Brian Matlock, Principal,
Rothstein Kass
Panelists:
Dan DeSantis, MD, Linsalata Capital
Garrett Kanehann, Partner,
BlackEaglePartners
Frank Hayes, Partner, Wynnchurch Capital
Scott Oakford, Managing Partner,
Hamilton Robinson Capital Partners
2:30 PM / Panel 12: The Best Manager I Ever Backed
& How They Outperformed
Moderator:
Chris Witkowsky, Editor, PE HUB
Panelists:
Frank Albrecht, Director, DB Private Equity & Private Markets
Tom Kennedy, MD, Kensington Capital Partners
Mark Regal, MD, Mililu
Josh Sobeck, Partner, 747 Capital
3:00 PM / CONFERENCE CONCLUDES