sessions superreturn north america virtual · downturn and investment trends 09:55 - 10:15 private...

Dedicated networking time

08:00 - 09:00Private Credit

Powered by partneringONE®, all partnering meetingswill be held through a secure video conferencingsolution. You can have these meetings as one-to-onechats or invite others for a group discussion.

Chair’s welcome address


Participants

Chair: Randy Schwimmer - Senior Managing Director,Head of Origination and Capital Markets, ChurchillAsset Management

Post-mortem review: the impact of COVID-19on different credit markets: Defensivepositioning & capitalizing on opportunities


How will the next ‘recession’ play out? What didlenders do creatively and what proactive steps didinvestors take in 2020? What measure were taken topreserve credit positions? What were thecharacteristics of companies that fared well and thosethat didn’t?

Participants

Moderator: Randy Schwimmer - Senior ManagingDirector, Head of Origination and Capital Markets,Churchill Asset Management

Taylor Boswell - Managing Director, Carlyle

Tim Lower - CEO, Willow Tree Credit Partners

Brad Meyers - Head of Portfolio Management, Credit,GCM Grosvenor

Manjot Rana - Senior Principal, Special SituationCredit, CPPIB Credit Investments

Guest address: Covid 19 economic impactassessment


Recovery prospects, dynamics and implications forprivate market investors

Participants

Nicholas Brooks - Head of investment research,Intermediate Capital Group

Is private credit still an attractive asset class?


What products are well placed for the current cycleand what are their expected return profiles? With a lotof competition in vanilla credit markets, plus specialsits and opportunistic debt, to what extent are sectorspecialists growing?

Participants

Mary Bates - Principal, Private Markets, MeketaInvestment Group

Macroeconomics and credit cycles

10:20 - 10:40Private Credit Breakout

121 with our guest speaker

Live Q&A

Participants

Nicholas Brooks - Head of investment research,Intermediate Capital Group

Debate of the day! Sponsored vs non-sponsored: sourcing, execution andperformance


Have sponsored deals outperform non sponsoreddeals despite risk lower? What’s the implication foryields, losses & defaults. Compare and contrast dealsin terms of protection and returns

Participants

Moderator: Mary Bates - Principal, Private Markets,Meketa Investment Group

Eric Beckman - Managing Partner, BreakwaterManagement

James Kirby - President, Deerpath Capital

Robert O'Sullivan - Managing Partner & Co-Founder,Comvest Credit Partners




Portfolio construction & asset allocation in aperiod of economic correction


Which asset classes are seeing a boom in deal flow?Successful strategies for building portfolios andallocating assets that can withstand a black swanevent; Analysing and mitigating risks; Are creditcommittees more cautious? Are we seeing moresecured or non-secured investments? Has geographyplayed a part? How do niche and sustainable investingimpact the asset class?

Participants

Moderator: Rob Kneip - Managing Director, Hayfin

Scott Wisenbaker - Partner and CIO, ConstellationAssociates

Tingting Zhang - President, TerraCotta Group

Investor feedback: What characteristics aredifferent about picking managers now from 9months ago?


How do you quantify the value of a relationship lender?Who will the GP call & how do they get the first look atdeals? How have GPs ‘managed’ portfolios? Wereinvestors able to act quickly enough to take advantageof the market in 2020?

Participants

Moderator: Rob Kneip - Managing Director, Hayfin

Panellists: Jamie Athanasoulas - Managing Director,HarbourVest Partners

Jeff Behring - Director Private Debt & Equity,Northwestern Mutual Capital

Nayef Perry - Managing Director, Hamilton Lane

Kenton Freitag - Senior Portfolio Manager, BritishColumbia Investment Management Corporation




SESSIONSDAY 1: PRIVATE CREDIT - 14/09/2020

SuperReturn North America VirtualSeptember 14 - 18, 2020

CDT/UTC-5 Time ZoneVirtual event

+44 (0) 20 7017 7200 informaconnect.com/superreturn-north-america-virtual/

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LP only lunch & learn

13:00 - 13:30LP only

Discussion points:

• Liquidity & hold periods – will hold periodscontinue to get longer?

• Performance of the Private Markets – can itcontinue?

Participants

Host: Nayef Perry - Managing Director, Hamilton Lane

Afternoon chairman


Specialty finance: searching for theundiscovered value


Given the increasing competition across GPs for deals,what are some differentiated strategies used forsourcing deals? Where can you go to source differentrisk characteristics to generate a similar return?

Participants

Moderator: Heinz Blennemann - Principal,Blennemann Family Investments

Richard Fitzgerald - Co-Founder & Managing Partner,CapitalSpring

Giorgio Riva - Partner, Whitehorse

Eva Shang - Co-Founder & Chief Executive Officer,Legalist

Mark Waite - Director of Endowment Investments,University of Utah

Direct lending to cyclical Industries: Assetbased loans & other key criteria


Participants

Jamie Brodsky - Partner, Riverstone

How are private credit funds marking theirbooks?


With a down tick in valuations in 2020 how haveportfolio companies performed? How have valuationschanged and what ramifications, given the currentmarket conditions, will these changes have onstrategies & transactions for lenders and managers?What was the impact on covenants, resets that neededto occur and technical defaults?

Participants

Moderator: Cian Desmond - Portfolio Manager,Wilshire Associates

Rafael Castro - Senior Investment Manager, Memberof Investment Committee, Aberdeen StandardInvestments

Mark Emrich - Managing Director, Murray Devine

Ronald Kahn - Managing Director, Lincoln International

Spotlight on: Venture debt and growth debt


Why and how it’s used, what is the different riskprofile? Exploring historic losses, monitoring,underwriting and origination

Participants

Moderator: Bill Bracamontes - Managing Director,Wilshire Associates

Tom Raterman - Partner & CFO, Runway GrowthCapital

Kevin Sheehan - Co-Founder and Managing GeneralPartner, Multiplier Capital




Debunking the headlines


Participants

Dylan Cox - Senior Analyst, Private Equity, Pitchbook

Is the lower end of market really more riskythan large cap market?


Exploring the dynamics of the upper, middles andlower middle market, broadly syndicated loans vsprivate transactions; Exploring spreads, middlemarkets and case studies

Participants

Moderator: Dylan Cox - Senior Analyst, Private Equity,Pitchbook

Brett Hickey - Founder & CEO, Star Mountain Capital

Randy Schwimmer - Senior Managing Director, Headof Origination and Capital Markets, Churchill AssetManagement

Fireside chat - Examining the value ofcovenants going forward


What does the data tell us now that we’ve beenthrough a period of testing? How has the industry seencovenant breaches – good or bad?

Participants

Moderator: Dylan Cox - Senior Analyst, Private Equity,Pitchbook

Robert Hetu - Head of US Private Debt, CDPQ

Dan Cohn-Sfetcu - Managing Director, PortfolioAdvisors

Spotlight on deal flow: the winners and losers& the bounce back


Where was the fall out in the private credit market overthe last 12 months? What were the stresses in themarket? Where are we now and what is the opportunityset going forward?

Participants

Christopher Godfrey - President, CEPRES

Chair’s closing remarks and end ofSuperReturn North America Virtual Day One


Participants

Dylan Cox - Senior Analyst, Private Equity, Pitchbook





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TIME LP ONLY PRIVATE CREDIT PRIVATE CREDIT BREAKOUT

08:00 08:00 - Dedicated networking time

09:00 09:00 - Chair’s welcome address

09:10 - Post-mortem review: the impactof COVID-19 on different credit markets:Defensive positioning & capitalizing onopportunities

09:55 - Guest address: Covid 19 econom-ic impact assessment

10:00 10:20 - Is private credit still an attractiveasset class?

10:45 - Debate of the day! Sponsored vsnon-sponsored: sourcing, execution andperformance

10:20 - Macroeconomics and credit cy-cles


11:50 - Portfolio construction & asset al-location in a period of economic correc-tion

12:00 12:25 - Investor feedback: What charac-teristics are different about picking man-agers now from 9 months ago?

13:00 13:00 - LP only lunch & learn 13:00 - Dedicated networking time

13:30 - Afternoon chairman

13:35 - Specialty finance: searching forthe undiscovered value

14:00 14:20 - Direct lending to cyclical Indus-tries: Asset based loans & other key crite-ria

14:45 - How are private credit fundsmarking their books?

15:00 15:20 - Spotlight on: Venture debt andgrowth debt

15:50 - Dedicated networking time

16:00 16:20 - Debunking the headlines

16:25 - Is the lower end of market reallymore risky than large cap market?

17:00 17:00 - Fireside chat - Examining the val-ue of covenants going forward

17:35 - Spotlight on deal flow: the win-ners and losers & the bounce back

17:55 - Chair’s closing remarks and endof SuperReturn North America VirtualDay One

SCHEDULEDAY 1: PRIVATE CREDIT - 14/09/2020




[email protected]

TIME LP ONLY PRIVATE CREDIT PRIVATE CREDIT BREAKOUT






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Chair’s welcome address


The global alternative assets market has beenhit by COVID-19


How much capital is flowing into the space and howhave each of the funds stacked up?

Participants

David Lowery - Head of Research Insights, Preqin

Direct lending in a time of stress


How are you dealing with your portfolio in the currentenvironment? How does it compare with 2008? Withmore capital available for private credit, how big canthe direct lending market get?

Participants

Moderator: Randy Schwimmer - Senior ManagingDirector, Head of Origination and Capital Markets,Churchill Asset Management

Panellists: Kerry Dolan - Managing Director, Creditinvestments, PSP Investments

Dean D'Angelo - Founding Partner, Stellus Capital

Jocelyn Lewis - Executive Director, Private Markets,IHS Markit

Direct lending in 2020 – the toughest test yet?


How have managers dealt with deployment challengesand deal flow in the current environment?

Has there been more or less competition from banksat subsidized rates? Has there been a change in termsand covenants? Understanding the risks andopportunities

Participants

Moderator: Robert Hetu - Head of US Private Debt,CDPQ

Ian Fowler - Co-Head of Global Private Finance,Barings

Matt Harvey - Managing Director, Direct Lending, PGIMPrivate Capital

Susan Kasser - Co-Head of Private Credit andManaging Director, Neuberger Berman

Chris Taylor - Chief Executive Officer, Madison CapitalFunding




LPS and investment strategies: how to remaina smart investor


Where are LPs actively investing and finding returns?Are more waiting out the storm? To what extent areinvestors pushing structures, terms & underwriting?Exploring innovative solutions for liquidity needs inportfolios; Have investor expectations reset to a morerealistic return stream now this asset class has gonethrough its first challenge?

Participants

Moderator: Kerry Dolan - Managing Director, Creditinvestments, PSP Investments

Rick Jain - Global Head of Private Debt, Pantheon

Ryan Morse - Director, Alternative Investments,Pennsylvania State Employees’ Retirement System

Interview: Putting the stressed/distressedcycle to work


Opportunities for distressed investing: capital, liquidityand returns; what approaches were taken and whatwere the successful outcomes?

Participants

George Hicks - Co-founder and Co-CEO, Värde

May Ng - Vice President & Chief Investment Officer,Annie E Casey Foundation

Distressed, special sits and opportunisticfunds – when will they have their Superbowl?


What is the right strategy for early, mid and late cycle?Which regions & industries have been the best bangfor your buck and what has been avoided? Update ongovt funding post-COVID-19 and how this hasimpacted the space; how to work out bad debt, badloans, turning companies around and bankruptcies

Participants

Moderator: Kelly DePonte - Managing Director ,Probitas Partners

Andrew Davies - Senior Partner, CVC Credit Partners

Ted Goldthorpe - Managing Partner & Head of Credit,BC Partners

Chris Hedberg - Chief Financial Officer, CarValInvestors

Kevin Griffin - CEO & CIO, MGG Investment Group








[email protected]

LP-only

13:00 - 13:30LP only

This exclusive Vmeet is only open to inviteddevelopment finance institutions, endowments,foundations, insurance companies, pension funds andsovereign wealth funds.

There will be 2-3 min of fireside chat with Riverstonefollowed by interactive discussion with the group(about 10 min total per topic).

1. Role of Sector Specific/Niche strategies2. Managing Risks in Sector Specific Strategies3. Use of Co-Investment

Participants

Christopher Abbate - Managing Partner, Riverstone

Jennifer Lambert - Principal, Fundraising & InvestorRelations, Riverstone

GP- only

13:00 - 13:30GP only

This exclusive Vmeet is only open to invited GPs

Afternoon chairman


Esoteric & un-correlated investments


How are investors and managers perusing the non-traditional, niche categories given the market hasprovided such a broad range of opportunities? How dospecialty finance strategies perform relative to leveredcorporate debt strategies?

Participants

Moderator: Tod Trabocco - Director, Strategy &Research, ITE Management

Bill Knox - Director, Client Development, KLSDiversified Asset Management

Mark Penna - Managing Partner, Emerald CreekCapital LLC

Greg Richter - CEO, Medalist Partners

Financing solutions: what are the hot productsbeing raised?


Where in private credit are you investing? Where willyou get yield? Mezz vs unitranche – are borrowersfinding one more attractive than the other? How welldid your fund financing perform in the period ofstress? Did anything unexpected perform? How welldid structures hold up?

Participants

Moderator: Dan Lee - Head of Fundraising & InvestorRelations, 17Capital

Richard Golaszeswki - Investment Director, 17Capital

Charles Harper - Managing Director, Portfolio Advisors

Douglas Lyons - Managing Principal, Pearlmark

Investing in different private credit vehicles


Will we see the market pull back from highly leveredCLOs to BDCs? Or with demand for yield still strongare CLOs the answer? Or may BDCs also face issuesdue to leverage and volume? Co-investments &secondaries: how active is private debt syndication? IfLPs are looking to exit their debt portfolios, will thesecondaries market be on the rise?

Participants

Finian O'Shea - Vice President, Equity Research, WellsFargo

Dan Glickman - Partner Capital Markets, HarvestPartners

Global investment: where are the best riskadjusted returns?


US vs Europe vs emerging markets – exploring risk/rewards and what deals are happening? Where are thereturns, or are premiums going elsewhere? How havebusinesses grown and how have they fundraised?

Participants

Moderator: Brett Hickey - Founder & CEO, StarMountain Capital

Tom Dowd - Senior Investment Manager, Daiko Capital

Rick Frank - Senior Managing Director, Darby OverseasInvestments

Paul Shea - Managing Partner, Beechbrook Capital

Real estate investing: where to positionyourself in the real estate credit stack?


Have we seen the great leverage unwind? What werethe rescue finance opportunities that arose? Whattypes of lenders remain in the market and who will putcapital at risk?

Participants

Moderator: Boots Dunlap - CEO, RRA Capital

Sean Kelly-Rand - Managing Partner, RD Advisors

Kyung Kim - Senior Vice President – Strategic GrowthMarkets, Avana Capital

Robin Potts - Co-Head of Real Estate Investments andDirector of Acquisitions, Canyon Partners Real Estate

Chair’s closing remarks & end of SuperReturnNorth America Virtual Day 2


Chair's closing remarks






[email protected]

TIME GP ONLY LP ONLY PRIVATE CREDIT


09:00 09:00 - Chair’s welcome address

09:10 - The global alternative assets mar-ket has been hit by COVID-19

09:30 - Direct lending in a time of stress

10:00 10:05 - Direct lending in 2020 – thetoughest test yet?


11:00 11:15 - LPS and investment strategies:how to remain a smart investor

11:55 - Interview: Putting the stressed/distressed cycle to work

12:00 12:25 - Distressed, special sits and op-portunistic funds – when will they havetheir Superbowl?

13:00 13:00 - GP- only 13:00 - LP-only 13:00 - Dedicated networking time

13:30 - Afternoon chairman

13:35 - Esoteric & un-correlated invest-ments

14:00 14:20 - Financing solutions: what are thehot products being raised?

15:00 15:00 - Investing in different private cred-it vehicles

15:35 - Global investment: where are thebest risk adjusted returns?

16:00 16:15 - Real estate investing: where toposition yourself in the real estate creditstack?

16:50 - Chair’s closing remarks & end ofSuperReturn North America Virtual Day 2

16:55 - Chair's closing remarks





[email protected]


08:00 - 08:50Private Equity


Chair Welcome


Participants

John Crocker - Head of Business Development, 57Stars

COVID, Corrections and the new cycle: whereto go from here?


Participants

Lauren Goodwin - Economist and Director of PortfolioStrategy, New York Life Investments

The United States of Private Equity: have weseen the market like this before?


Participants

Karen Rode - Global Head of Private Equity, AonInvestments

In conversation with: Steve Pagliuca - Co-Chairman,Bain Capital

LP overview: deploying or declining?


Participants

Steve Moseley - Head of Alternative Investments,Alaska Permanent Fund Corporation

LIVE Q+A [1]


Participants

Steve Moseley - Head of Alternative Investments,Alaska Permanent Fund Corporation

Q&A led by: John Crocker - Head of BusinessDevelopment, 57 Stars

From the top of the US to the world: leading themarket as a top-quartile GP


Participants

Andrew Sheiner - CEO & Managing Partner, AltasPartners




Keynote Address: Private equity after the 2020Presidential election: Insights, challenges &opportunities


Participants

David Rubenstein - Co-Founder & Co-ExecutiveChairman, The Carlyle Group

LIVE Q+A [2]


Participants

David Rubenstein - Co-Founder & Co-ExecutiveChairman, The Carlyle Group

Jason Kelly - Executive Editor & New York BureauChief, Bloomberg

2020 Vision in technology: what is the future ofthe sector for private equity?


Participants

Moderator: Darryl Walker - Unit Supervisor/Trustee,Alameda County Probation Department/ACERAAlameda County Employees Retirement Association

Panellists: Matthew Lee - Co-Founder, ProgressionFund

Michael Proman - Managing Director, Scrum Ventures




Women in private markets networking

12:45 - 13:15Networking

• How can work/life balance be improved?• In which ways are firms attracting and retaining

more women?• Are other benefits needed beyond maternity leave?• How do different pipelines for senior leadership

compare between firms?

Open to 26 pre-registered LP and GP attendees. Inviteonly.

Participants

Discussion led by: Patty White - Cofounder & COO,Reboot Accel

Diane Flynn - Cofounder & CEO, Reboot Accel

Getting beneath the (spread)sheets: do LP-GPrelationships really matter?


• How do LPs and GPs view their relationship in ahighly competitive private equity market?

• Has bifurcation created a siloed market amongGPs?

• Do LPs really want a deeper relationship with theirmanagers? How has co-investment changed thegame for LP-GP relations?

Participants

Moderator: Amy Harsch - Managing Director, AmericanSecurities

Panellists: Lauren Fradgley - Manager, EuropeanInvestment Fund

Jason Cawley - Senior Portfolio Manager, BritishColumbia Investment Management Corporation (BCI)

Sid Murdeshwar - Managing Director, AlpInvestPartners

Rishi Kotecha - Head of Commercial Strategy, PrivateEquity, IHS Markit

SESSIONSDAY 3: PRIVATE EQUITY - 16/09/2020




[email protected]

Where is the innovation leading the way in themiddle market?


Participants

Moderator: Audie Apple - Director, Client Coverage,Investor Relations, DWS

Todd Silverman - Principal, Meketa Investment Group

Pamela Hendrickson - Chief Operating Officer andVice Chairman Strategic Initiatives, The RiversideCompany

George Pyne - Founder & CEO, Bruin Sports Capital

LP relations in a return-driven world


Participants

Moderator: Kelly DePonte - Managing Director ,Probitas Partners

Dadong Yan - Portfolio Manager, Mass Mutual

Tobias True - Partner, Adam Street Partners

Bill Li - Senior Investment Officer, Director of PortfolioCompletion Strategies, MassPRIM

Paul Kwon - Senior Vice President, Private Equity,Unigestion

The development of the independent sponsor


What does the current market mean for those lookingfor independent sponsors? What are the difficultiesand advantages in investing when you don’t have afund to draw from? How much is fundraising going onnow?

Participants

Moderator: Andreas Tautscher - CEO, Altair Partners

Panellists: Maurice Gordon - Managing Director &Head of Private Equity, The Guardian Life InsuranceCompany Of America

Brett Hickey - Founder & CEO, Star Mountain Capital

Diana Meyel - Managing Partner, Cipio Partners

Gordon Liao - Founder & Partner, Promise HoldingsLLC




Technology


• What does ‘disruption’ mean in an already highlydisruptive market?

• Why is some technology doomed to fail in certainmarkets?

• In which ways have Covid, lockdown and the recenttrade wars affected the growth of global techinvestment and exits?

Participants

Moderator: Rob Hong - Co-Founder & CEO, SaplingFinancial Consultants

Panellists: SC Moatti - Founder & Managing Partner,Mighty Capital

Patrick N.W. Turner - Managing Director, VSS

Tianyi Joe Zhu - Managing Partner, Playground Capital

Eugene Zhang - Founding Partner, TSVC

Healthcare


• How has the healthcare sector been impacted byCovid-19?

• Where do LPs see investment opportunities?• In what ways are GPs segmenting the healthcare

sector into different markets?

Participants

Moderator: Susan Choe - Founder, Katalyst Ventures

Panellists: Peter Grubstein - Founder & ManagingDirector, NGEN

Morgan Holzaepfel - Partner, Primary Investments,Adams Street

John DiGiovanni - Principal, Arsenal Capital Partners










[email protected]

TIME NETWORKING PRIVATE EQUITY


08:50 - Chair Welcome

09:00 09:00 - COVID, Corrections and the new cycle: where to go fromhere?

09:35 - The United States of Private Equity: have we seen themarket like this before?

10:00 10:10 - LP overview: deploying or declining?

10:30 - LIVE Q+A [1]

10:45 - From the top of the US to the world: leading the marketas a top-quartile GP


11:30 - Keynote Address: Private equity after the 2020 Presiden-tial election: Insights, challenges & opportunities

11:50 - LIVE Q+A [2]

12:00 12:45 - Women in private markets networking 12:15 - 2020 Vision in technology: what is the future of the sec-tor for private equity?


13:00 13:15 - Getting beneath the (spread)sheets: do LP-GP relation-ships really matter?

13:50 - Where is the innovation leading the way in the middlemarket?

14:00 14:25 - LP relations in a return-driven world

15:00 15:00 - The development of the independent sponsor


16:00 16:00 - Technology

16:35 - Healthcare

17:00 17:10 - Chair's closing remarks


SCHEDULEDAY 3: PRIVATE EQUITY - 16/09/2020




[email protected]




Chair's Opening remarks


Participants

Keith Black - Managing Director of Content Strategy,CAIA Association

Private Equity Fundraising and CapitalDeployment in a Pandemic


Participants

Jesse Fahy - Vice President, Private Capital, Preqin

PE CFOs: Generating Liquidity Through PrivateEquity Fund Securitization


Participants

Greg Fayvilevich - Senior Director, Fitch Ratings

Live Q&A


Participants

Greg Fayvilevich - Senior Director, Fitch Ratings

Q&A led by: Keith Black - Managing Director ofContent Strategy, CAIA Association

Investor insights from the Coller Capital GlobalPrivate Equity Barometer


Participants

Eric Foran - Senior Partner, Coller Capital

Finding value outside the Family Office


• In what ways are families now engaging withdifferent types of private equity?

• When does a family decide to go direct or make aco-investment?

• What are the common assumptions andmisconceptions that other LPs and GPs makeabout Family Offices?

Participants

Mark Sotir - President, Equity Group Investments

In conversation with: Elias Boufis - Managing Director,Richard H. Driehaus Foundation



Middle-market private equity in Canada


Where are Canadian GPs co-investing with LPs to findgreat returns? In what ways are CAN$ funds accessingopportunities in the USA and overseas? In what waysare ESG and Impact Investing part of due diligence andstrategy?

Participants

Moderator: Michael Wieczorek - Principal, Elm Capital

Srin Sridharan - Partner & Head of InvestmentResearch, Thought

Emily Walsh - Principal, Georgian Partners

Canadian LP perspectives on private equity


• How are institutional investors balancing betweenco-investing and their own direct strategies?

• As the number of sophisticated investorsincreases, what should other LPs starting on thisjourney begin to consider?

• In what ways have LP demands for ESG andImpact funds changed?

• What does the future look like for US-Canadian GP-LP relations?

Participants

Moderator: Mark Johnston - Senior Portfolio Manager,BCI

Panellists: Alison Nankivell - Vice President, FundInvestments and Global Scaling, BDC; BusinessDevelopment Bank of Canada

Megan Lindhe - Senior Principal, Private Equity Funds,CPP Investments

Ryan McGovern - Director, OPTrust

The exponential growth of the secondariesmarket


• As the secondaries market continues to expandrapidly, what should GPs be doing to enter thespace?

• When will supply meet demand?• Given the rise of more complex and innovative

secondaries offerings, what should buyers belooking for?

• Are secondaries now the best way to hedge privateequity investments?

Participants

Immanuel Rubin - Partner, Campbell Lutyens

Mexican LP perspectives


• What should North American GPs know aboutmandates for LPs based in Mexico?

• Are Mexican Sovereign Wealth Funds concernedabout valuations in the US market?

• How has NAFTA changed the perceptions of theaccessibility of deals in North America?

Participants

Ziad Sarkis - Director of Financial Research,Alternative Investments Initiative, The Wharton School- University of Pennsylvania

In conversation with: Hector Shibata Salazar - Directorof Investments & Portfolio, ACV VC

Alejandro Wassiliu - Chief Investment Officer, InverCapAfore





[email protected]




Virtual operational due diligence: what’sworking, what’s not?

13:15 - 13:50LP only

LP ONLY DISCUSSION

Open to 30 pre-registered development financeinstitutions, endowments, foundations, insurancecompanies, pension funds and sovereign wealth fundssubject to qualification.

Run under the Chatham House Rule. No press.

Please email [email protected] to apply

Participants

Host: Michelle Noyes - Managing Director, Head ofAmericas, The Alternative Investment ManagementAssociation (AIMA)

Innovation in secondaries


• How are different secondary ‘types’ helping todiversify portfolios?

• Which niche strategies are likely to becomemainstream?

• In what ways can a liquidity alternative be usedalongside other liquidity options?

• Will secondaries take over traditional M&A?

Participants

Moderator: Michael Wieczorek - Principal, Elm Capital

Yann Robard - Managing Partner, Whitehorse LiquidityPartners

Harvey Lambert - Managing Partner, Stonevest Capital

Nicholas Lawler - Director, 50 South Capital

LPs in GP-led deals


• How should LPs think about selling in a GP-ledmarket?

• How are LPs doing due diligence and spottinggood deals?

• In what ways are LPs looking at secondaries as ahedge in the current market?

Participants

Moderator: Jeff Hammer - Senior Managing Directorand Global Co-Head of Secondaries, ManulifeInvestment Management

Panellists: Cari Lodge - Managing Director,Commonfund Capital

Mark Singer - Deputy General Counsel, APG AssetManagement US

Sunaina Sinha - Managing Partner, Cebile Capital

Structuring different secondary deals:examining the different pricing, structure anduses of leverage


• VC• Credit• Infrastructure• Real Estate• GP-led• Single Assets• Preferred equity• LP tenders

Participants

Moderator: Gerald Cooper - Partner, Campbell Lutyens

Panellists: Joel Denny - Managing Director, FundFinancing and Solutions, Nomura

Stephan Connelly - Director, Star Mountain Capital

Curt Futch - Managing Director, PA Capital




Growth at any costs? Challenging perceptionsof growth capital


• What does it mean for investors living in a ‘post-Covid world’?

• Do companies need ‘growth capital’ more thanever?

• How to diligence a company’s businessfundamentals before allocating capital

Participants

Moderator: Ivan Nikkhoo - Managing Partner, NavigateVentures

Panellists: David Lam - General Partner, Atlantic BridgeCapital

David Spreng - CEO, CIO & Founder, Runway GrowthCapital

Robert Nolan - Founding Partner, Halyard Capital

Spotting acorns: LPs looking for great growthopportunities


• What is the current appetite for growth equity?• Has the market created new opportunities or

exposed previously unknown risks?• What’s the difference between venture risk and a

growth market?

Participants

Moderator: Gregg Solomon - Managing Director,Touchstone Group

Panellists: Mike Barzyk - Managing Principal – PrivateEquity, Allstate Investments

Shari Young - Associate Partner, Private Equity, AonInvestments

Gustavo A. Cardenas - Director, Wafra Inc.





[email protected]

Where are they now? What are the topperforming and emerging sectors


What are some of the challenges and opportunities inthe following sectors? Has and will recovery be swiftfor those hit hard by Covid-19? Infrastructure;Industrials; Telecommunications; Finance; Agriculture

Participants

Moderator: Timothy Cunningham - President,Touchstone Group

Panellists: Dory Wiley - President & CEO, CommerceStreet Capital

Ben Belldegrun - Managing Partner, Pontifax AgTech

Howard Morgan - Partner, Senior Managing Director,Argand Partners

Fred Ebrahemi - Partner, Chief Operating Officer &General Counsel, Clearlake Capital Group










[email protected]

TIME LP ONLY PRIVATE EQUITY


08:50 - Chair's Opening remarks

09:00 09:00 - Private Equity Fundraising and Capital Deployment in aPandemic

09:20 - PE CFOs: Generating Liquidity Through Private EquityFund Securitization

09:40 - Live Q&A

09:55 - Investor insights from the Coller Capital Global PrivateEquity Barometer

10:00 10:30 - Finding value outside the Family Office


11:30 - Middle-market private equity in Canada

11:55 - Canadian LP perspectives on private equity

12:00 12:30 - The exponential growth of the secondaries market

12:55 - Mexican LP perspectives

13:00 13:15 - Virtual operational due diligence: what’s working, what’snot?


13:50 - Innovation in secondaries

14:00 14:25 - LPs in GP-led deals

15:00 15:00 - Structuring different secondary deals: examining the dif-ferent pricing, structure and uses of leverage


16:00 16:00 - Growth at any costs? Challenging perceptions of growthcapital

16:35 - Spotting acorns: LPs looking for great growth opportuni-ties

17:00 17:05 - Where are they now? What are the top performing andemerging sectors

17:40 - Chair's closing remarks


SCHEDULEDAY 4: PRIVATE EQUITY - 17/09/2020




[email protected]


08:00 - 08:55


Chair’s opening remarks

08:55 - 09:00Energy Day

Participants

Tom Murley - Founder & Principal, Two Lights EnergyAdvisors

Chair Welcome

08:55 - 09:00Emerging Managers Day

An overview of the energy sector

09:00 - 09:15Energy Day

Participants

Cameron Joyce - Manager, Preqin

An overview of the emerging managerlandscape


• How has fundraising changed since COVID?• Are specific strategies or profiles in higher

demand?• Are there underserved areas?• Any notable trends in the proportion and strategies

of Women and Minority-Owned Firms?• How are LPs thinking about expected returns?

Participants

Presentation: Ross Koenig - Vice President ofResearch, RCP Advisors

Connections: Private Debt opportunities


This informal session brings attendees together in aclosed door setting to network and discuss the latesttrends and hottest opportunities in the private debtmarket today.

LP/GP networking session run under the ChathamHouse Rule. Open to 26 pre-registered LP and GPattendees. To register please [email protected]

Participants

Dan Tennant - Managing Director, BNY Mellon

Post-mortem review: Energy industryinvestments in the current economicenvironment

09:15 - 09:30Energy Day

What forces are likely to give shape to the energyBlack Swans in our immediate future? Environmental,regulatory & financial developments; what is theoutlook for new issuants and access to capital overthe next 12 months?

Participants

Olivia Wassenaar - Co-Head, Natural Resources, Apollo

What do LPs want from emerging managers?


• What has LPs concerned about new managers inthe current market?

• How do managers that have never experienced adownturn inspire confidence in their LPs?

• What operational requirements do institutionalinvestors expect from their GP?

• What are an LPs ‘red lines’?

Participants

Moderator: Tom Bratkovich - Senior Vice President,Wilshire Associates

Panellists: Gordon Hargraves - Senior Advisor & SeniorPartner, Private Advisors; Novacap

Joe Aguilar - Director, Investment Analysis & DueDiligence, Illinois State Treasury

Amir Aviv - Managing Partner, Gatewood CapitalPartners

J. David Enriquez - Head of Private Equity, Office ofNew York City Comptroller Scott M. Stringer, Bureau ofAsset Management

Is the energy investment model at risk ofchanging in these unprecedented times

09:35 - 10:10Energy Day

How might it change? Where else should firms andinvestors be looking? Where are the safe havens attimes of volatility? Is credit quality less of an issue ifcontracts are getting shorter?

Participants

Moderator: Adam Larson - Partner, Kirkland & Ellis

Panellists: Shaia Hosseinzadeh - Managing Partner &Founder, OnyxPoint Global Management

Brian Hansen - Partner, Vortus

Sam Oh - Founder, Mountain Capital

Diversity in new fund management teams


• How much is diversity a major selectionconsideration for LPs working with new andemerging managers?

• In what ways have diverse teams over performedrelative to the market?

• To what extent does Impact and ESG criteria needto be part of a manager’s portfolio construction?

Participants

Interviewer: Victoria McGill - Head of InvestmentManagement, North America, Selby Jennings

Panellists: Charlotte Laurent Ottomane - ExecutiveDirector, Thirty Percent Coalition

Marc der Kinderen - Managing Partner, 747 Capital

Jennifer Vancini - General and Founding Partner,Mighty Capital

Connections: Venture Capital now


This informal session brings attendees together in aclosed door setting to network and discuss howVenture Capital has found fresh opportunities intoday’s disrupted market.


Participants

Host: Ivan Nikkhoo - Managing Partner, NavigateVentures

SESSIONSDAY 5: ENERGY DAY, EMERGING MANAGERS DAY & NETWORKING DROP-IN -18/09/2020

SuperReturn North AmericaVirtual

September 14 - 18, 2020CDT/UTC-5 Time Zone

Virtual event


[email protected]

LP/GP head to head: fundraising & capitaldeployment opportunities

10:15 - 10:45Energy Day

What is the fundraising market like at the moment?Where are managers and investors deploying capitaland in which geographies? Where is best to sit in thecapital structure? How are LPs preparing for adownturn and how can they protect themselves?

Participants

Moderator: Michael Felman - President & CEO, MSFCapital Advisors

Chuck Bryceland - Managing Director, Fortistar

Cathleen Ellsworth - Managing Director, BlackRock

Gary Sernovitz - Managing Director, Lime RockManagement

Meeting the new breed of manager


• How has the private equity landscape changed infavour of emerging managers?

• In what ways can value be created in the currentclimate?

• How do managers choose their specialisation andniche to generate attractive returns?

• How long will it be until being classed as‘emerging’ is no longer necessary?

Participants

Moderator: Robert Greene - President & CEO, NationalAssociation of Investment Companies

Panellists: Carmen Palafox - Managing Partner, MiLACapital Advisors

Mary Wheeler - Founding Managing Director, BioRockVentures

Suzanne Yoon - Founder, Managing Partner, KinzieCapital Partners


10:45 - 11:15Energy Day


Connections: Co-investments


This informal session brings attendees together in aclosed door setting to network and discuss the latestco-investment trends, opportunities and challenges forLPs and GPs.


Participants

Kelly DePonte - Managing Director , Probitas Partners




LP panel: Portfolio construction in today’sfundraising market – will investors exit big oilin this period of economic correction?

11:15 - 11:50Energy Day

How are LPs constructing their portfolios? What kindof returns are LPs targeting, and what kind of risk arethey willing to take? What proportion of the portfolio isdedicated to renewables and ESG?

Participants

Moderator: Nicole Jasper - Senior Managing Director,Macquarie

Panellists: Ryan Bell - Managing Director, AlternativeInvestments, Barings

Sharmila Kassam - Founder, OneBridge Investments

Family Office and Institutional LPs investing inVC and Technology


• Why do single and multi-family offices want toinvest in venture?

• What stage of the technology do you prefer (seed-stage VC/late-stage VC/tech-enabled growthequity)?

• Given this, how do you construct your techportfolio?

• Given today's volatile markets, how do you evaluaterisk / tail-risk in venture/tech?

• What technology areas are you particularly fond of... life science, cryptocurrency, others?

Participants

Moderator: Heinz Blennemann - Principal,Blennemann Family Investments

Panellists: David Teten - CEO, S.O.P. Ventures

Steven Kim - Partner, Verdis Investment Management

Estevao Latini - Director of Alternative Investments,Migration Capital

Fireside chat: Future innovation cycles andstrategies in upstream oil & gas – where willwe see returns?

11:55 - 12:30Energy Day

Where is the market going and what will be the role ofalternative capital? Will public markets continue toremain closed?

Participants

Arthur Budge Jr. - President & CEO, 5 States EnergyCapital

In conversation with: Kim Bourgeois - ManagingDirector, HPS Investment

Adam Waterous - CEO & Managing Partner, WaterousEnergy Fund




Virtual event


[email protected]

Connections: Investment opportunities andchallenges for LPs today


LP ONLY SESSION

This informal session brings attendees together in aclosed door setting to network and discuss the latestinvestment opportunities and challenges facing LPstoday.

LP-only discussion run under the Chatham HouseRule. Open to 26 pre-registered development financeinstitutions, endowments, foundations, insurancecompanies, pension funds and sovereign wealth funds,subject to qualification – please [email protected] to apply

Participants

Host: Oliver Fadly - Research Consultant, PrivateMarkets, NEPC

Land of the free home of the VC: where are thenew hubs of innovation in North America?


• Which cities are providing the next wave of VC?• What sectors have pockets of untapped potential?• How can managers unlock new a pipeline of talent

and ideas?• How do VC firms ensure valuations are

reasonable?

At look at: Boston, San Francisco, Los Angeles, NewYork

Participants

Moderator: Wan Li Zhu - Partner, Fairhaven Capital

Panellists: Emanuel Pleitez - Managing Partner, EastLos Capital

Lu Zhang - Founder & Managing Partner, Fusion Fund

Brian Schuman - Investment Professional, PepsiCoTechnology Ventures, PepsiCo

Teppei Tsutsui - Managing Partner, GFR Fund

Accessing a $1.5trillion value opportunity:bringing digital innovation to the table

12:35 - 13:00Energy Day

Digital transformation in oil & gas has the potential tounlock $1.5 trillion. Companies are embracing digitaltransformation on a large scale. What are some of thelessons learned and what should the Oil & Gasindustry focus on to reap the benefits of thisopportunity?

Participants

Arno van den Haak - Head of the Worldwide BusinessDevelopment Oil & Gas, Amazon Web Services




Connections: Currents in the Energy market

13:00 - 13:30Energy Day

This informal session brings attendees together in aclosed door setting to network and discuss how toinvest in the energy sector through periods ofuncertainty.


Participants

Host: Henry Hager - Managing Director, WaterousEnergy Fund

How can LPs develop their network to ensurethey are not behind the market?


• How can LPs develop their network to ensure theyare finding out about the best managers?

• To what extent are LPs competing with each otherwhen investing?

• Are there some opportunities just too good toshare?

Participants

Rudina Seseri - Founder & Managing Partner,Glasswing Ventures

In conversation with: Emily Sumner - SeniorInvestment Manager, Gilder Office for Growth


13:30 - 14:00Energy Day


Getting on the road for the first-time fund


What are some of the ‘must-take steps’ to prepare fora first fund? How do LP relationships change andevolve on the journey? Will a first thesis need to be‘perfect’ for an anchor investor? What does the fundteam need to look like?

Participants

Moderator: Gail Guerin - Founder, The Guerin Group

Panellists: Tim Meyer - Co-Founder & ManagingPartner, Angeles Equity Partners

Brian Starr - Senior Investment Officer, City of SanJosé (California) Retirement Services

Adam Buzanis - Portfolio Manager, CAAT Pension Plan

Ryan Bailey - Founding Partner, Pacenote

Afternoon Chair

14:00 - 14:05Energy Day

Participants

Tom Murley - Founder & Principal, Two Lights EnergyAdvisors

Connections: Developing an LP network


LP ONLY DISCUSSION

This informal session brings attendees together in aclosed door setting to network and discuss how todevelop, sustain and make effective use of, an LPnetwork.


Participants

Host: Chris Shen - Founder, Project M




Virtual event


[email protected]

The shifting lending environment

14:10 - 14:45Energy Day

How are GPs planning on funding businesses goingforward with such a transformational change in thelending business? What is constraining access tocapital and how are banks viewing portfolios? Whatcredit losses are they experiencing? How are debtproviders stepping in to fill the gap?

Participants

Moderator: Andrew Ehrlickman - Senior Associate,Investment, Brookfield Asset Management

Panellists: Christopher Abbate - Managing Partner,Riverstone

Matt Miller - Co-Founder and Managing Director, GreyRock Energy Partners

JW Sikora - Managing Partner, Co-Founder, CiboloEnergy Partners

Chair’s closing remarks & end of DaySuperReturn North America Virtual Day 5





How to play the current upstream market

14:50 - 15:20Energy Day

Given the volatility of pricing and the maturation of themarket, what upstream strategies are working? Howare transactions being underwritten and hedgedagainst risk? Why does scale matter? Does privateinvestment make sense?

Participants

Moderator: Adam Wise - Managing Director , JohnHancock

Panellists: Mr Mark Burroughs - Managing Director,Encap Investments

Edward Geiser - Managing Partner and CEO, JuniperCapital

George McCormick - Co-Founder & Managing Partner,Outfitter Energy Capital

Connections: “growing, growing…gone!”Growth opportunities today


This informal session brings attendees together in aclosed door setting to network and find the bestgrowth opportunities before they disappear.


Participants

Eric Woo - Co-founder & Managing Partner, Project M

Midstream – Navigating opportunities in acrowded midstream space

15:25 - 16:00Energy Day

With a volatile upstream energy space, how ismidstream going to be impacted? Given the oil andgas sector is under such pressure, how are deals beingstructured and how has this impacted returns? Whereare we with de-bottlenecking the Permian basin?

Participants

Moderator: Ralph Witt - Managing Director, Barings

Panellists: Tom Costantino - Managing Partner & Co-Founder, Bluffview Energy Capital

Meghan Leggett - Principal, White Deer

Ahna Mee - Managing Partner, UnionRock Partners


16:00 - 16:30Energy Day


Connections: Buyouts gathering


This informal session brings attendees together in aclosed door setting to network and meet buyoutsinvesting in the current climate.


Participants

David Fishman - Head of Investment Team, VectorCapital

Do power assets still represent a strong assetclass?

16:30 - 17:05Energy Day

With yields low, what does the future of powerinvestment look like? How will the continued influx offoreign capital into US markets distort potentialtransaction prices? What are the power opportunitiesoutside of the US? What are the current opportunitiesto benefit from greater renewables penetration in themarket?

Participants

Nosh Irani - Principal, InstarAGF Asset Management

Bob McGaughey - Head of Commodity Markets,ArcLight Capital Partners

Sarah Wright - Managing Partner, Energy, Hull StreetEnergy

The capital deployment problem: how can LPsimprove speed and reduce volume?


LP ONLY DISCUSSION

This informal session brings attendees together in aclosed door setting to network and discuss capitaldeployment as LPs.


Participants

Tom Bratkovich - Senior Vice President, WilshireAssociates




Virtual event


[email protected]

What does the rise of renewables mean fornew private equity investment strategies?

17:10 - 17:45Energy Day

With the rush of capital to the space – does this posea hindrance or an opportunity? Who is investing andwhy? What do renewables risk/return opportunitieslook like? How are oil and gas private equity firmsgetting into renewables and alternative energy? Howwill the loss of tax incentives impact investment intothe sector?

Participants

Moderator: Jon Ellis - Vice President, RenewableEnergy, Crestmark

Panellists: Izzet Bensusan - Managing Partner andFounder, Captona

Michael Bonte-Friedheim - CEO and Founding Partner,Next Energy Capital

Anne Marie DeMent - Co-Founder & Partner, ExcelsiorEnergy Capital

Ethan Zindler - Head of Americas, Bloomberg NEF

Technology: investing through the energytransition

17:50 - 18:25Energy Day

How will cost renewables, shifts to low carbon andmore efficiency affect investment? A conversation.Will low carbon technologies displace oil and gas?Which one and when? What are the energy priceimpacts of new and maturing technologies? How doyou create value in transitioning markets? Is this a 5,10 or 40 year issue for investors?

Participants

Moderator: Tom Murley - Founder & Principal, TwoLights Energy Advisors

Henrik Jeppesen - Head of Investor Outreach, CarbonTracker

Panellists: Cory Mourer - Founder and CEO, IntegratedStorage Technologies

Anupam Singh - Investment Director, Saudi AramcoEnergy Ventures

Isida Tushe - Vice President and Senior Counsel,Commercial Transactions, Pine Gate Renewables

Chair’s closing remarks & end of DaySuperReturn North America Virtual Day 5

18:25 - 18:30Energy Day


18:30 - 19:30Energy Day





Virtual event


[email protected]

TIME EMERGING MANAGERS DAY ENERGY DAY NETWORKING


08:55 - Chair Welcome


08:55 - Chair’s opening remarks


09:00 09:00 - An overview of the emergingmanager landscape

09:15 - What do LPs want from emergingmanagers?

09:45 - Diversity in new fund manage-ment teams

09:00 - An overview of the energy sector

09:15 - Post-mortem review: Energy in-dustry investments in the current eco-nomic environment

09:35 - Is the energy investment model atrisk of changing in these unprecedentedtimes

09:00 - Connections: Private Debt oppor-tunities

10:00 10:20 - Meeting the new breed of manag-er

10:15 - LP/GP head to head: fundraising& capital deployment opportunities


10:00 - Connections: Venture Capital now


11:35 - Family Office and InstitutionalLPs investing in VC and Technology

11:15 - LP panel: Portfolio constructionin today’s fundraising market – will in-vestors exit big oil in this period of eco-nomic correction?

11:55 - Fireside chat: Future innovationcycles and strategies in upstream oil &gas – where will we see returns?

11:00 - Connections: Co-investments

12:00 12:15 - Land of the free home of the VC:where are the new hubs of innovation inNorth America?


12:35 - Accessing a $1.5trillion value op-portunity: bringing digital innovation tothe table

12:00 - Connections: Investment opportu-nities and challenges for LPs today

13:00 13:15 - How can LPs develop their net-work to ensure they are not behind themarket?

13:50 - Getting on the road for the first-time fund

13:00 - Connections: Currents in the En-ergy market


14:00 14:25 - Chair’s closing remarks & end ofDay SuperReturn North America VirtualDay 5


14:00 - Afternoon Chair

14:10 - The shifting lending environment

14:50 - How to play the current upstreammarket

14:00 - Connections: Developing an LPnetwork

15:00 15:25 - Midstream – Navigating opportu-nities in a crowded midstream space

15:00 - Connections: “growing, grow-ing…gone!” Growth opportunities today


16:30 - Do power assets still represent astrong asset class?

16:00 - Connections: Buyouts gathering

17:00 17:10 - What does the rise of renewablesmean for new private equity investmentstrategies?

17:50 - Technology: investing through theenergy transition

17:00 - The capital deployment problem:how can LPs improve speed and reducevolume?

SCHEDULEDAY 5: ENERGY DAY, EMERGING MANAGERS DAY & NETWORKING DROP-IN -18/09/2020



Virtual event


[email protected]

TIME EMERGING MANAGERS DAY ENERGY DAY NETWORKING

18:00 18:25 - Chair’s closing remarks & end ofDay SuperReturn North America VirtualDay 5


SCHEDULEDAY 5: ENERGY DAY, EMERGING MANAGERS DAY & NETWORKING DROP-IN -18/09/2020



Virtual event


[email protected]

sessions superreturn north america virtual · downturn and investment trends 09:55 - 10:15 private...

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