Private Equity Working Agenda


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This a major event that will bring major institutional investors into contact with PE/VC funds. Expect some valuable information from the speakers and some serious networking as well. BE THERE!!!

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Private Equity Working Agenda

  1. 1. Private Equity Summit for Institutional Investors 2010 A conference designed for institutional investors to address current trends in private equity, venture capital, and leveraged buyouts. September 14-16, 2010 Union Square Marriot San Francisco, CA
  2. 2. Conference Agenda Tuesday, September 14, 2010 5:00-7:00pm Conference Pre-Registration Cocktail Reception Wednesday, September 15, 2010 7:15-8:20 Exhibit Setup & Conference Registration Continental Breakfast to be Served 8:20-8:30am Co-Chairs’ Opening Remarks 8:30-9:00am Keynote Speaker 9:00-9:45am Distressed Private Equity In what and where should Pension Plans invest How to salvage distressed companies Distressed investing abroad: Latin America, Asia, Europe Risk factors involved with distressed PE Panelists: Patrick H. Daugherty, Partner, Head of Distressed and of Private Equity Group, Highland Capital Management, L.P. 9:45-10:30am Secondary Private Equity Market Secondary investments in the pension portfolio When liquidating PE is necessary Taking advantage of liquidity from a buyer and seller’s standpoint Finding value in secondaries during a time of crisis and flooding 10:30-10:45am Refreshment Break 10:45-11:30am Buyouts With limited lending, how to locate and create deals Buyouts stimulating the wave of recovery Size and Sector: where will buyouts happen? Future of buyout deals
  3. 3. 11:30-12:15pm Selecting the Best Fund Manager / GP What information to look at Institutional Investors and the future of fees and carried interest Strategy vs. performance Optimal PE asset allocation 12:15-1:00pm International Best Buys and Emerging Markets Entry and exit into emerging markets Latin American values Asian values New tax implications on investing abroad Investing in India through Mauritius 1:00-2:15pm Lunch 2:15-3:00pm Taxes and Regulations Taxes on carried interest Investment bank regulation Future of PE allocations with future regulations Tax Implications: Private Equity Funds vs. Hedge Funds 3:00-3:45pm Sovereign Wealth Funds in Private Equity Korea, China Future investment opportunities Tax implications 3:45-4:00pm Refreshment break 4:00-4:45pm Cleantech and Greentech Sectors When to invest: early, mid, or late stage Future of the industry Value of government assistance to sector Alternative to oil and gas Learning from past clean and green investment mistakes How to invest 4:45pm-5:30 How to Adapt to the Credit Crunch Where to and how to seek new lenders Pension Plans and available lending options Future of the credit market
  4. 4. Thursday September 16, 2010 7:00-7:50am Breakfast 7:50-8:00am Co-Chairs’ Opening Remarks 8:00-8:30am Keynote Speaker 8:30-9:15am Venture Capital GP’s Future of VC’s: are they being scaled down? VC’s, a decade after the tech boom: where we are now When to invest: risk and return, early vs. late stage investing 9:15-10:00am LP views on Short-term vs. Long-term PE Short-term pension investment strategy: Higher Risk PE vs. Lower Risk Fixed Income Risk Management using pensions’ balance sheet and equity risk premiums Liability-driven Investing (LDI) 10:00-10:15am Refreshment Break 10:15-11:00am Role of Fund of Funds Advantages of PE FoF Risk Factor with Fund of Funds How to Choose a FoF Manager/Fund Future of Fund of Funds Panelists: Tracy Harris, Managing Director, Parish Capital Advisors, LLP 11:00-11:45am Hedge Funds vs. Private Equity Liquidity vs. Illiquidity Fund structuring New launches Asset allocation: what institutional investors need to consider UBTI Tax issues when entering funds
  5. 5. 11:45am Closing Remarks Conference Adjourns 1:00pm Golf Tournament Lunch to Be Served photo credits: