Connecting Real Estate Investment Vehicles to Global Capital Sources The Global Web Meeting

ZOOM & SLACK April 27th, 28th, & 29th, 2020 The Global Private Equity Web Meeting ZOOM & SLACK– April 27th, 28th & 29th, 2020

Dear Colleague,

It is with great pleasure that I invite you to The Global Private Equity Web Meeting. The aim of this Web Meeting is to connect and educate private equity funds, family offices, institutional investors, and other private equity investment professionals across the globe. Our online meeting brings together over 500 c-level executives that will join us to virtually network and discuss investment opportunities, allocations, and the current performance of all investment strategies within Private Equity. Panel discussions to be covered include: Institutional Outlook, Special Situations, Distressed, Consumer Goods, , Leveraged , Technology, Healthcare, Infrastructure, Energy, and Family Offices.

We look forward to hosting you digitally!

Best,

Roy Carmo Salsinha President, CEO Carmo Companies New Yorkers Helping New Yorkers

• Carmo is donating 25% of Web Meeting sales to Foodbank For • Donations will be submitted and announced on a weekly basis leading to the event date. • Food Bank Calls for Community Support During Coronavirus Public Health Crisis • Amid mounting concerns around the novel coronavirus (COVID-19) public health crisis, Food Bank For New York City is calling on New Yorkers to support those struggling with food insecurity during this critical time. Food Bank anticipates an extreme rise in need for food and resources in the coming weeks, particularly among vulnerable New Yorkers such as seniors with chronic medical conditions, families with children who may lose up to two free school meals each day as NYC’s public schools remain closed for at least the next five weeks, and low-income and hourly workers. Every $1 provides 10 meals • For additional donations and more information on Food Bank’s response to the coronavirus, visit www.foodbanknyc.org/COVID-19. By the Numbers…

$5 Trillion AUM in attendance 300+ Total participants 150+ Institutional & Private Wealth Investors 150+ Private Equity Fund Managers 9 Industry Exclusive Panel Sessions 1 Keynote Speaker 3 Day Zoom Web Conference 3 Day Slack Networking Tool Access In Attendance…

• Globally focused Private Equity Funds

• Globally focused Venture Capital Funds

• Hedge Funds

• Pension Funds

• Endowments

• Foundations

• Fund of Funds

• Sovereign Wealth Funds

• Family Offices, Multifamily Offices, Private Banks & Wealth Managers

• Government officials Level Executives Level

- • Economists

C • Banks and Investment Banks

• Lawyers

• Auditors

• Service Providers WEB MEETING APPS

• Our Video Conference will be Powered by ZOOM. • You can access through web browser or download app on any Tablet, Laptop or Mobile device. • Once registered for the event through Carmo website, Our team will assist you on how to gain access to our Zoom Conference

• Slack is a proprietary instant messaging platform that is typically used by companies in order to communicate efficiently rather than emailing back and forth on miniscule matters. It is also great for subdividing chats for group projects. • For the purpose of our Web Meeting, this platform works perfectly to facilitate interaction of event attendees. • We are allowing all webinar participants to join this instant messaging platform in order to communicate with each other freely and on a direct basis. Inside the slack platform there are also sub chats that are called “channels”. Each “channel” represents a different panel topic where participants can communicate with each other openly pertaining to that topic.

• Once registered for the event through Carmo website, Our team will assist you on how to gain access to our Slack Chat.

• This chatroom is only open for the 3 day duration of the Web Conference. Contact Information

Roy Carmo Salsinha Marjorie Cucalon President & CEO Partner, Carmo Capital T:+1-646-688-3375 T:+1-786-252-6196 [email protected] [email protected]

Erick Cruz Renato Ferreira Senior Vice President, Private Equity Vice President, Real Estate T:+1-646-688-5327 T:+1-646-688-3375 Carmo Companies is a New York based institutional [email protected] [email protected] capital introduction consulting firm and professional conference organizer. We work with the most reputable real estate and private equity related operating Nicolás Rodriguez Catherine Correia platforms to establish capital raising relationships with leading private equity funds, institutional investors and Vice President, Private Equity Associate, Investor Relations & VP, Marketing private wealth groups located in the Americas and T:+1-646-688-3205 T:+1-646-688-3207 emerging market countries. [email protected] [email protected]

Flavia Correia Associate, Investor Relations T:+1-646-688-3207 [email protected] Sponsors

An independent boutique asset manager focused on thematic private capital investments in sectors characterized by long‐term dynamic growth benefiting from innovation, technological disruption, and rapid adaption.We have an experienced and cohesive team of professionals with fluency in 16 languages located across five offices globally including Washington DC, San Diego, and Munich, and subsidiaries in Tokyo and Singapore. With approximately USD 4.0 billion raised and managed, 57 Stars’ senior team has more than 100 years of collective experience investing in international private equity markets. Our data‐driven investment process exploits our history in navigating the complex global investment environment and our unique position in the market. We provide institutional investors globally with tailored solutions to complement their existing investment portfolios aimed at enhancing returns while providing risk mitigation.

AUA Private Equity Partners, LLC (“AUA Private Equity”), based in New York, is an operationally-focused, lower middle-market private equity firm that makes equity investments in companies in the consumer products and services sectors, with a particular focus on family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population. The firm is led by Managing Partner Andy Unanue, shareholder and former Chief Operating Officer of Goya Foods, Inc., the largest and most successful Hispanic-owned food company in the (founded by the ). He is complemented by a cohesive team of investment professionals with significant institutional private equity experience.

Blue Ox Healthcare Partners is a private equity investment firm providing capital to growth stage healthcare companies. We focus on businesses in the middle market targeting the industry’s transformation to individuality and value-based care in healthcare services, HCIT, and medical and life sciences technologies, whose innovations, strategies and operations are poised for growth. Since 2009, Blue Ox has invested in a range of companies where our extensive healthcare industry, investment and operational expertise can be leveraged to a company’s long- term benefit. Our team has demonstrated a long and substantial track record of accomplishment, each with over 20 years investing in and building healthcare businesses. We take an active approach to forging partnerships and providing strategic and operational expertise to the companies in which we invest. Sponsors

Boathouse Capital invests mezzanine debt and equity in high quality lower middle market companies in partnership with management teams and private equity funds. Our principals have a combined 50+ years of middle market investing experience and have deployed over $1 billion of capital as a team. The Boathouse principals have extensive professional networks that enable our fund to add meaningful value to portfolio companies. In addition to a long track record investing different types of junior and senior debt, we have led control buyouts and have made minority equity investments in companies owned by entrepreneurs and private equity firms. Our unique experience up and down the enables us to create lasting partnerships with management teams and owners that generate exceptional outcomes for all stakeholders.

Different is the first platform built to scale venture capital. We help investors navigate the complex venture capital landscape. Different combines a deep understanding of the venture ecosystem with institutional-grade research and due diligence. Our network spans 100+ markets, in the U.S. and around the world. We monitor more than 1,400 venture firms, who invest in 30+ sectors and have over 50% GP diversity. Different’s multi-fund products combine our unique insights along with our proprietary venture scoring models into diversified, thematic portfolios. Our team blends expertise in startups, venture capital, asset management and technology. Learn more at differentfunds.com.

Greenfield Partners is an Israel-based investment fund which backs early growth stage technology and tech-enabled businesses. The Greenfield team applies its years of operating experience with the support of a global network to help strengthen and grow its portfolio companies. Established in 2016 by TPG Growth as an investment platform for early-stage technology investments in Israel, our organizational culture is grounded in this heritage, bringing PE rigor to growth investing. The fund’s investments include Avanan, BigPanda, Guardicore, and Vast Data. Sponsors

Iskali Capital Group’s mission is to promote highly developmental projects in Emerging Markets, in line with UN’s development goals (SDGs), following IFC’s Performance Standards and ESGs principles, through Developing Banking Services for investment and advisory services initiatives. ICG seeks to support private sector companies and subnational institution to achieve their commercial mission in a sustainable environment through a variety of ICG's products and services. We are an Emerging Markets Institution that focus on both, financial return and positive social impact in support of the UN's Sustainable Development Goals, for all its Developing Banking Services. We poses a strong, actionable local, regional and global network. We have a unique track record in Developing Banking, covering both investment to advisory services. We are committed to provide services responsibly, with ESG considerations central to our decision-making processes and an integral part of ICG’s DNA.

Headquartered in Hong Kong with offices in Tel Aviv and London, we invest in the Innovation Economy to help manage the challenges of an increasingly complex global business environment. We provide creative and flexible capital to talented entrepreneurs, dynamic companies and like-minded members of the investment community, and offer the Innovation Ecosystem the latest in sophisticated solutions.

ICP Group is the private equity investment of the Martin-Soberon family, co-founders of Organizacion Soriana, the second-largest retailer in Mexico with more than $8b in annual sales. The Fund started investing in 2016, following the same strategy as its predecessor. The Funds are managed by ICP Group GP, also a strong investor in the Fund, further aligning the interests of investors with the GP. ICP Group is a private equity firm focused on the North American lower middle market that invests primarily in co-investments, partnering with top-tier managers, and in select funds with whom it co-invests in direct deals. ICP Group’s multi-skilled team has over 60 years of combined investing experience. Sponsors

Kingbird deploys capital on behalf of Grupo Ferré Rangel and third-party family offices and other investors. As a family office investor and partner with a fiduciary mindset, Kingbird understands the importance of institutional best practices and open communication and is focused on protection and capital growth. The Kingbird executive management team has over 60 years of real estate investment experience with first- tier public companies, institutional real estate funds and family offices. With a commitment to trust, transparency and aligned interests, Kingbird builds long-term value by investing in a diversified portfolio of carefully selected properties, guided by a highly disciplined investment process, an experienced team and collaboration with carefully-selected local operating partners.

Kong Capital is a real estate private equity firm that specializes in strategic investments in the Senior Housing sector in the U.S. Led by CEO Coe Schlicher, Kong Capital offers a unique, well-rounded and innovative approach to developing and enhancing projects in this asset class. Our depth of experience across a range of industries — from healthcare to technology — ensures that we successfully source markets and manage the operational complexities involved in this growing and diverse sector.

Opelo Capital Limited provides advisory services on sustainability to organizations, projects and small and medium sized companies (SMEs) in Africa. Advisory services address the three pillars of sustainability being profit (economic), people (social) and planet (environment) through expertise and design innovation. Target assignments align with the sustainable development goals, particularly, clean energy, access to water and sanitation, quality education, economic growth and financial inclusion, infrastructure, cultural identity, and health. Services include research, analytics, impact evaluation, strategic planning, operational performance improvement plans, implementation support and business restructures amongst others. At Opelo Capital Limited, we understand the importance of maximizing return with care. We aim to assist our clients do well while doing good at the same time. Sponsors

Siguler Guff is a multi-strategy private equity investment firm which, together with its affiliates, has over $13 billion of . With more than 20 years of experience investing as a firm in the private markets, Siguler Guff seeks to generate strong, risk- adjusted returns by focusing opportunistically on market niches. Siguler Guff’s investment products include multi-manager funds, direct investment funds and customized separate accounts targeting specific areas of compelling opportunity. The Firm’s core investment strategies include distressed and special situations, distressed real estate, small business and emerging markets. Siguler Guff’s institutional investment knowledge, sector immersion approach and longstanding relationships provide access to compelling investment opportunities within each of its targeted strategies. Founded in 1991 within PaineWebber, Siguler Guff became an independent firm in 1995. The Firm currently serves over 600 institutional clients, including corporate and public employee benefit plans, endowments, foundations, government agencies and financial institutions, and more than 900 family office and high net worth investors. Headquartered in New York, Siguler Guff maintains offices in Boston, London, Moscow, Mumbai, São Paulo, Shanghai, Tokyo, Seoul, Hong Kong and Houston, TX.

Silverfern is a global middle-market investment management firm. Led by founding Principals Clive R. Holmes and Reeta K. Holmes, the Firm invests on behalf of both major institutional investors and a network of more than 65 sophisticated multi-billion-dollar single family offices. Through its private equity offices in New York, Amsterdam, Frankfurt and Sydney, Silverfern makes direct investments in middle market private equity globally. Silverfern’s unique co-control investment strategy seeks to mitigate systemic risk in its portfolio by pursuing attractive risk- adjusted returns on a global basis, while at the same time seeking to manage local/market risk through its strategy to partner with qualified, local, investment partners on each of its investments. By partnering with investors and managers with deep industry, asset, and local knowledge, Silverfern can understand and uncover value where other investors may not be able to see it, developing deep investment insight and acting as a globally diversified industry specialist, clearly distinct from generalist firms and investors. Silverfern’s global orientation allows us to leverage the industry expertise of our investment partners, and to capitalize on differences in industry cycles across geographic regions.

Investing in the Growth Engine of America ® – Star Mountain Capital optimizes absolute and risk-adjusted returns as a specialized investor exclusively focused on providing capital to lower middle-market established small and medium-sized businesses that have between $3 million and $20 million of EBITDA. Star Mountain’s data-driven approach, bringing large market expertise and resources to private equity and private credit investing / lending is powered by its custom-built technology, Collaborative Ecosystem ® and team who have been investing in this market since 2001. Star Mountain was recognized as one of the Best Places to Work by Crain’s and Pensions & Investments in 2019. Keynote Speaker

Nori Gerardo Lietz Senior Lecturer of Business Administration, Harvard Business School; Founder, Areté Capital (Cambridge) Nori Gerardo Lietz is the founder of Areté Capital, a real estate advisory firm. Until June 2011, Ms. Gerardo Lietz was the chief strategist for private real estate and chairman of the private real estate investment committee of Partners Group, a Swiss based private markets asset manager. Ms. Gerardo Lietz co-founded Pension Consulting Alliance in 1988 and developed its real estate investment management and advisory activities. In that capacity she represented many of the largest real estate investors in the world. Previously, she co-founded Public Storage, Inc., an institutional money management firm deploying pension capital to acquire real estate assets. Furthermore, she was attorney specializing in SEC and ERISA matters on behalf of pension funds, real estate managers and real estate pension consultants. Ms. Gerardo Lietz holds an AB with honors from Stanford University. She also holds a juris doctorate from the UCLA School of Law where she was the Chief Comment Editor of the UCLA Law Review. She is a former member of the Pension Real Estate Association Board of Directors and of the Real Estate Research Institute. Presently, she is a Senior Lecturer at the Harvard Business School, and in 2005 was the Commencement Speaker for the MIT Center for Real Estate. The Private Equity Real Estate Magazine named her one the 30 most influential industry leaders in 2006, the second most influential real estate person globally in 2007, and one of the 10 most prominent women in real estate in 2010. Speakers

Terri Troy, CFA, ICA. D President, Troy Advisory Services (Toronto)

Terri Troy recently retired as CEO of the Halifax Regional Municipality Pension Plan. She has more than 25 years of experience in investment management, pensions, corporate strategy, and . As CEO of the Halifax Regional Municipality Pension Plan, she transformed the governance structure, investment strategy, and customer service function between 2006-2017. Innovative investment strategies implemented included factor investing, portable alpha, and a significant emphasis on private investments including co-investments, syndications/club deals with other large institutional investors, and direct investments, etc. While CEO, Terri was a Board member of Calon Energy, a UK based energy company and a Board member of Alignvest Management, a Canadian financial services corporation. She was a member of Investor Advisory Committees for various global private investments including UK, European and US private equity; UK, Australian and Canadian infrastructure; European, UK, Asian, US and Canadian real estate; and European, UK, and US private debt. Prior to the CEO role, Terri was responsible for the investment strategy for RBC’s 33 global pension plans between 2000-2006. Prior to RBC, Terri held various roles at CIBC including corporate strategy, mergers & acquisitions, and wealth management.

Christopher Caparelli, CFA Vice President, Marquette Associates (Maryland) Chris Caparelli is a vice president for Marquette Associates and has 12 years of investment experience. He joined Marquette in 2009 and serves as the primary consultant on several client relationships, with a focus on public funds, Taft-Hartley plans, and nonprofit organizations. He also serves on the firm’s traditional investment manager search committee. Prior to joining Marquette, Chris was an analyst in the fund marketing group of Henderson Global Investors. Chris was an Evans Scholar at Marquette University, where he graduated with a B.S. in finance from the applied investment management program. He holds an M.B.A. from Northwestern University’s Kellogg School of Management. Chris is a CFA charterholder, a member of the CFA Institute, and the CFA Society of Chicago. Speakers

Peter Teneriello Private Equity, Texas Municipal Retirement System (Austin)

Peter Teneriello is an Investment Analyst with the Texas Municipal Retirement System, serving on the private equity team and leading their work in venture capital. His past experience includes leading the finance/operations functions for Waldo Photos, vetting early-stage investments and working with the portfolio companies at Notley, and serving on the private markets team with the Texas Permanent School Fund. Peter holds a BBA in finance from the University of Notre Dame, and is a member of the most recent class of Kauffman Fellows.

Jason Zhao Head Advisor of Private Equity Investment, China Post Life (Illinois)

Mr. Jason Zhao is Sr. Advisor & Investment Committee Member of China Post Life Insurance’s Private Equity investment team and General Partner of CGF Capital. Mr. Zhao also serves as an independent IC member or advisor at several Chinese government and multinational company’s China investment funds. Jason focus on direct investment in growth stage TMT and Business Services companies and fund investment in early stage VC and late stage PE funds, experienced in advanced technology transfer and localization, and specialized in bridging western management and market resources with Chinese managers. Jason invested over $600 M to 7 VC, PE funds as an IC member and involved in the investment decision process of $250 M to 20 VC funds at NDRC New Industry Development Fund as an advisory member. Additionally, Jason directly invested close to $1BN to fast growing companies in China since 2008. He is experienced in multiple public market exits and trade sales. Speakers Michael Ashley Schulman, CFA Partner & Chief Investment Officer, Running Point Capital (El Segundo)

As chief investment officer and a founding partner of Running Point Capital Advisors, Michael Ashley Schulman is responsible for Running Point’s global macro outlook, research, investment strategies, asset allocation, and portfolio management. Michael brings to his role more than 20 years of institutional and high-net-worth portfolio management, research, trading, and asset allocation experience across fixed-income, equity, hedge fund, and alternative investment classes. He has built quantitative and fundamental models, implemented wrap and robostrategies, and managed a fixed-income arbitrage and multi-asset fund. Prior to Running Point, Michael was a partner, managing director, senior portfolio manager, and hedge fund manager at Hollencrest Capital Management; vice president, collateralized debt obligation (CDO)/quantitative analysis specialist at Deutsche Bank; manager at Accenture; director of strategy at Open Ratings; and a portfolio manager at Pacific Income Advisors. He has also effectively consulted for the World Federation of Exchanges, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums and conferences in California, New York, Malaysia, Argentina, and Spain. Michael serves on the advisory board of an impact fund and is a past president and board member of the CFA Society of Orange County. In his spare time, he enjoys art and adventure travel, most recently island-hopping in Fiji and mountain biking in Mongolia to raise funds for underprivileged Mongolian children. James Corl Managing Director, Siguler Guff (New York) James Corl is a Managing Director at Siguler Guff and joined the Firm in 2009 as head of real estate. Mr. Corl is the portfolio manager of Siguler Guff's Distressed Real Estate Opportunities Funds and oversees the real estate investment team, which has recently closed its fourth commingled fund offering. Since 2009, the team has closed on over $3 billion of real estate investments comprised of interests in a broad array of commercial property in both the U.S. and Europe. These investments span both public and private markets and both debt and equity structures. Mr. Corl is a member of the Investment Committees for various Siguler Guff funds.Prior to joining Siguler Guff, Mr. Corl spent 13 years in the REIT investment industry, most recently as Chief Investment Officer from 2004 to 2008 for all of the real estate investment activities of Cohen & Steers, Inc., a leading investor in global real estate securities. Mr. Corl was directly responsible for over $30 billion of client assets invested in Cohen & Steers' mutual funds and institutional separate accounts around the world. Under Mr. Corl's investment leadership, Cohen & Steers delivered industry leading investment performance for its clients. Mr. Corl's funds were twice awarded the "Lipper Leader" award for the best performing 3-year track record among all REIT mutual funds. Speakers Christian Fuentes CEO & Managing Partner, ICP Group (Irving)

Christian is Managing Partner at ICP Group since 2005. Christian leads ICP Group’s US Real Estate portfolio and lower middle market private equity investments. Christian is a member of the Investment Committee and Board member of most of ICP Group’s portfolio companies. During his tenure, Investar Financial has invested in different real estate asset classes such as multifamily, industrial, commercial, and retail, among others, and in several direct and fund investments in sectors such as food and beverage, energy, logistics, transportation, consumer, retail, and telecommunications. Christian has experience in investment banking, management consulting, public policy and venture capital. Prior to joining Investar, Christian was Director for the Mexican Department of Energy. He also worked at the investment bank Protego-Evercore, British venture capital, WorldCap, and management consulting firm Mckinsey & Co. Christian holds an MBA from Haas School of Business at UC Berkeley and graduated from ITAM University in Mexico with a BA in Economics specialized in Finance.

Coe Schlicher CEO & Founder, Kong Capital (Austin) Coe Schlicher is the Chief Executive Officer and Founder of Kong Capital, where he provides strategic direction of the investment strategies, as well as overall leadership of the firm. Prior to founding Kong Capital, Coe launched the Titan Development Real Estate Fund 1 at Titan Development in 2016, where he was Fund Manager, Principal and independently responsible for the Senior Living Group. Previously, Coe worked as CFO of Ernest Healthcare which developed 20 post-acute hospitals and successfully prepared the company for exit, before returning to his engineering background as CEO of Silicon Audio, an Austin based engineering and manufacturing company that focuses on high tech sensor systems. Coe graduated from Washington University in St. Louis with a Bachelor’s degree in Mechanical Engineering and earned an MBA from the Kellogg School of Management in Chicago. Speakers Chris Lawrence Managing Partner, Labyrinth Capital Partners L.L.C. (New York) Chris A. Lawrence is based in Greenwich, CT and is responsible for the management of the entire firm. He has 27 years of financial services and private equity related work experience, including as a direct investor, intermediary, and in various executive roles at underlying portfolio companies. Most recently, Mr. Lawrence was Managing Director, Co-Head of Global Secondaries, Investment Committee Member and Executive Committee Member overseeing the deployment of over $1.7 billion in secondary transactions. Prior to that, Mr. Lawrence was an operating principal for a portfolio of angel-backed companies in the healthcare, software/services, and manufacturing sectors. Prior to that, Mr. Lawrence served as a senior operating executive for a Warburg Pincus portfolio company and was a deal leader for a venture capital affiliate of GSC Partners. Mr. Lawrence began his financial services career at Arthur Andersen as a Manager in the Corporate Finance Services division providing advisory services to public and privately held investors. Mr. Lawrence earned an MBA from Columbia Business School and a BBA in Accounting from Southern Methodist University.

Jonathon Angell CEO, Angell Investments (San Francisco)

Proven Silicon Valley dealmaker and trusted business advisor with years’ experience, CPA, CFM, CISA, CMA. Jonathon founded Angell Investments using HNWI capital as investment in high growth companies, and enabled business owners to achieve liquidity via recapitalization (debt and equity financing). Angell Investments helps exiting owners maximize company value. In the middle market they support origination to closing transactions. Portfolio investment industries include: Technology (software development, internet of things, artificial intelligence/machine learning, blockchain, IT security, cloud/SaaS/PaaS/DaaS, business intelligence and analytics, mobile, AV/AR), manufacturing, transportation, finance, communications, medical, Cannabis, Financial Services, Insurance, and Nuclear. Jonathon has been an investment banker for Merrill Lynch, served as CFO of multiple companies acquired through M&A as well as serving as a Fortune 500 Executive. He holds an MBA from Heriot-Watt University. Speakers

Brett A. Hickey Founder & CEO, Star Mountain Capital (New York) Brett Hickey is the Founder & CEO of Star Mountain Capital, LLC, a specialized U.S. lower middle-market investment firm. Star Mountain employs a data-driven approach to provide value-added debt and equity capital to established small and medium- sized companies leveraging its large market expertise, scale-driven resources, and longstanding relationships. Star Mountain also has a secondary fund investment business. Brett has been investing in this end of the market for over 15 years and began his career as an investment banker at Citigroup / Salomon Smith Barney. Mr. Hickey graduated from McGill University with a finance and accounting degree. He is an alumnus of Harvard Business School via its Owner/President Management executive leadership program. He Chair’s Star Mountain’s Charitable Foundation which supports the career development of women, veterans and athletes as well as health & wellness initiatives including cancer research. He is a member of YPO and on the global boards of Harvard Alumni Entrepreneurs and Help for Children. Additionally, Brett is a former Canadian national gold medalist speed skater.

Colin Raws Director of Business Development, Boathouse Capital (London)

Colin Raws joined Boathouse Capital in 2012 where he focuses his time on new business development and building and managing LP relationships. Before joining Boathouse Capital, Mr. Raws worked at Philadelphia, PA based Milestone Partners as an associate helping the fund underwrite and manage a portfolio of lower middle market companies across a variety of industries. Prior to making to the move to private equity, Mr. Raws held a consulting role at BearingPoint after working in asset management for SEI Investments in Oaks, PA. Mr. Raws graduated from Villanova University with a degree in Finance. Speakers

Tod Trabocco Director of Strategy and Research, ITE Management (Boston) Mr. Trabocco has over 25 years of investing and finance experience coming to ITE Management from Cambridge Associates as Managing Director overseeing private credit, performing due diligence across structured equity, credit, and distressed markets. Mr. Trabocco was also Managing Director with Kayne Anderson Capital Advisors’ middle market mezzanine strategy and Managing Director at LBC Credit Partners, Inc., where he led research and underwriting. Previously, he was Vice President and Senior Analyst at Moody’s Investors Service. He was a Board of Advisors for the Alternative Investment Forum and advised the Interamerican Development Bank and the US Treasury on private credit issues. Mr. Trabocco holds an MALD, Development Economics, The Fletcher School at Tufts University, an MBA from Columbia Business School, BA from Pomona College, and is a CFA Charter Holder.

James Danforth Director of Alternative Investments, True Capital Management (San Francisco) Mr. Danforth leads investment research and due diligence for True Capital, a multi-family office based in San Francisco. True Capital was founded to manage the financial lives of professional athletes, but now also focuses on tech entrepreneurs. True Capital invests its clients $1Bln+ assets in both the public and private markets, but focuses its efforts on venture capital, private debt, and real estate investing. In private debt, True Capital manages a fund of funds focused on senior lending in real estate and middle market lending. Prior to joining True Capital, James received an MBA from Saïd Business School at the University of Oxford. He previously worked in investment research for Callan Associates and the Packard Foundation. James received a BSBA from Bucknell University and is a Chartered Financial Analyst. Speakers

Randy Schwimmer Senior Managing Director, Head of Origination & Capital Markets, Churchill Asset Management LLC (Greenwich)

Randy Schwimmer is Senior Managing Director and Head of Origination and Capital Markets at Churchill Asset Management LLC. Churchill is a credit asset management firm that provides senior debt to middle market companies. It is affiliated with Nuveen, the asset management division of TIAA and one of the largest global asset managers across multiple asset classes. Mr. Schwimmer is also founder/publisher of The Lead Left, Churchill’s weekly newsletter. The Lead Left reviews deals and trends in the capital markets with a unique focus on the mid-market space and is read by thousands of influential industry participants. Mr. Schwimmer brings 30 years of experience in middle market finance to Churchill, and is widely credited with developing loan syndications for middle market companies. He was a founding partner and Head of Capital Markets at Churchill Financial LLC, a middle market finance company acquired by The Carlyle Group. At Carlyle, he was a Managing Director responsible for all middle market loan capital markets activities, including loan structuring, syndications and distribution within the Carlyle GMS team. Before then, Mr. Schwimmer was Managing Director and Head of Leveraged Finance Syndication for BNP Paribas. He spent 15 years at JP Morgan Chase in Corporate Banking and Loan Syndications, where he originated, structured, and syndicated leveraged loans. Kenneth Munkacy Senior Managing Director, Kingbird Investment Management (Boston) Ken is responsible for creating and implementing the Kingbird investment strategy, acquisitions, joint ventures and investment management platform in the U.S. and Latin America. He brings over 25 years of real estate experience in 15 states and 12 countries. From 2007 to 2017, he served as senior vice president of GID Investment Advisers LLC, a real estate investment/operating company with over 25,000 units and $12 billion in assets; he also served as a senior managing director of GID International Group, where he was a member of GID’s Executive Committee, and was responsible for GID’s international real estate investments, joint ventures and portfolio companies. Previously he was managing director of Asia at Starwood Capital Group (Tokyo); senior managing director of GE Capital Europe (Prague,); and managing director at TrizecHahn Asia Pacific (Hong Kong). Prior to this, Ken headed the acquisitions/development group at Golub & Co., a large Chicago family- owned real estate owner/operator, where he acquired approximately 19,000 residential units in ten states representing over $850 million in value. Speakers

Roger Miralles Director of Alternative Investments- Partner, Talenta Gestión (Barcelona) BA degree in Economics, University of Barcelona 2002 (top 5% out of 250 students) Master in Economics (Florence, Italy), European University Insitute (Scholarship Awarded by the Spanish Foreign Office) Director of Alternative Investments in Talenta since 2015. Invested more tan 100m€ in the last 5 years. Previous experience at Puentis one on the first Fintech companiesin Spain. Internation professional experience with relevant roles at the private sector: Interparking, SENER engineering, Fitch Ratings, Caixa Catalunya; and public sector: regional government and European Commission in Brussels.

Aram Verdiyan Principal, Accolade Partners (Washington, D.C) Aram Verdiyan is a Principal at Accolade. Previously, he worked on the investment team at Andreessen Horowitz. Before that, Aram worked in BD, sales and marketing at Aviatrix, a cloud native enterprise software company. Aram worked at Accolade from 2012 to 2015 as a Senior Investment Associate and at Deloitte Consulting LLP. He holds an M.B.A from the Stanford Graduate School of Business (GSB) and a B.S. from the George Washington University. Speakers

Jay Zhao Partner, T Fund (San Francisco) As an entrepreneur-turned-VC, Jay brings over 10 years of startup and venture capital experience and a proven track record. Jay currently manages T Fund, a global cross-border venture fund and Fund of Funds. T Fund is backed by TCL Corp, one of the largest consumer electronics companies in the world. We are financial investors who bring strategic values. We are a LP in many influential venture funds such as Sierra Ventures, China Broadband Capital, Canaan Partners IL, etc. Previously, Jay was a partner at Walden Venture Capital, one of the pioneer venture capital firms in Silicon Valley, with a global presence in Asia and Israel. Prior to Walden, Jay was a Principal at Granite Ventures (ex- H&Q venture group), a premier San Francisco based VC firm that manages over $1 billion AUM.

Amit Kurz Partner, Sweetwood Ventures (Israel) Amit joined Sweetwood Ventures in 2016 and currently serves as a Partner. Prior to joining Sweetwood Capital, Amit worked as an Associate in the High Tech and Venture Capital Department of Amit, Pollak, Matalon & Co., a top-tier Israeli law firm ranked as a leading firm by Legal 500, Chambers and Partners, BDI and DUN’S100. At APM, where he represented private equity and venture capital funds, technological incubators, and high-tech and bio-tech companies in all of their corporate and commercial affairs, including M&A and fund formations. Prior to joining Amit, Pollak, Matalon & Co., Amit served as a Junior Analyst at Sweetwood Capital. Amit also has previous experience in the public sector, where he served as the Director of Legislation for Member of Israeli Parliament Dr. Einat Wilf. Amit was previously recognized by Forbes as one of Israel's brightest leaders under the age of 30 (Forbes 30 Under 30). Speakers

Philipp von dem Knesebeck Managing Partner, Blue Future Partners (Germany)

Based in Germany, Philipp is Co-founder and Managing Partner of Blue Future Partners, a global private equity firm investing in real estate and technology. Philipp is focused predominantly on technology investments, running both a VC Fund of Funds and a direct investment strategy. Before founding Blue Future Partners, Philipp co-founded a Family Office, which he led for four years. Prior to this, Philipp worked at UniCredit Bank for nine years in Leveraged Finance based in London and Hong Kong. Philipp holds a MSc in Finance degree from Cass Business School and a BSc in Economics degree from City University in London. He is also a PHD candidate at St. Gallen University in Switzerland.

Chris Loh Managing Partner, Axiom Asia (Singapore)

Chris Loh is a Managing Partner at Axiom Asia (www.axiomasia.com) which manages US$5.2 billion focused on private equity and venture capital investments in Asia. Axiom Asia was established in 2006 and has five flagship funds under management. The investment team consists of 18 professionals all based in Asia. Chris is responsible for Axiom’s venture capital investments and also PE/VC investments in India. He had nine years of private equity experience with GIC Special Investments and worked for seven years as an engineer at DSO National Laboratories. Chris earned his Bachelor of Electronics Engineering from University of Tokyo and completed two master programs at the National University of Singapore. Chris is fluent in English, Mandarin and Japanese. Speakers

Marina Leytes Senior Vice President, 57 Stars (Washington) Ms. Leytes is a Senior Vice President focusing on ESG integration and impact strategy at 57 Stars. Prior to 57 Stars, she was with Sarona Asset Management, an impact-focused emerging markets fund manager, where she led investor relations and ESG and impact management efforts. Ms. Leytes also worked for the World Economic Forum as a Project Manager for Impact Investing and Blended Finance Initiatives. She began her career at Metropolitan Real Estate Equity Management, LLC (a Carlyle subsidiary), where she led portfolio analysis and reporting for the company’s funds. Ms. Leytes holds a BA (magna cum laude) in Computer Science from New York University and an MA in development economics from Columbia University’s School of International and Public Affairs. She speaks English, Russian, and Spanish.

Gabriel Espana Managing Director, Iskali Capital Group (Washington D.C.) Gabriel Espana, Mexican, is a strategy and finance professional with expertise in implementing high level financial and economic-engineering solutions to increase profitability and development impact. Gabriel is currently Managing Director at Iskali Capital Group, based in Washington DC and focused on the development of highly developmental projects in Emerging Markets in line with ESG and SDG practices. For more than 19 years, he worked as part of the management team at the International Finance Corporation, private sector arm of the World Bank Group, where he overhauled IFC’s strategies for Affordable Housing and Property Development and helped to bolster IFC’s Green Building investments in Emerging Markets. Prior to joining IFC, Gabriel held senior positions in Investment Banking at Rothschild and Banamex/Citibank. Gabriel is Civil Engineer, obtained with the highest honors magna cum laude from the Universidad Nacional Autonoma de Mexico, or UNAM, and holds an MBA in corporate finance from the I IPADE Business School. He has been widely published on the subjects of Real Estate, Affordable Housing and Private Sector Development in Emerging Markets. Speakers

Andy Unanue Managing Partner, AUA Private Equity Partners (New York) Andy Unanue is the Managing Partner of AUA Private Equity Partners, LLC and a member of AUA Private Equity’s Investment Committee. Prior to establishing AUA Private Equity, Mr. Unanue founded AU & Associates, LLC, the family office for the Unanue family. Previously, he held various positions with Goya Foods, Inc., including Chief Operating Officer. Mr. Unanue currently serves on several corporate boards including Goya Foods, Associated Foods Holdings, Raymundos Food Group, Tijuana Flats Restaurants, Water Lilies, and Gel Spice Company. Additionally, he serves on several not-for-profit boards including his family's charitable foundation, The C&J Unanue Foundation, is a member of the University of Miami's President Council, the University of Notre Dame’s Cavanaugh Council and on the Columbia University Medical Center’s Board of Advisors. Mr. Unanue received his M.B.A from the Thunderbird School of Global Management and his B.A. from the University of Miami.

Musopelo Mwanda Managing Partner, Opelo Capital Limited (Zambia) Musopelo Mwanda is an investment professional and Managing Partner at Opelo Capital Limited where she is responsible for advisory services on impact investing focused on developing structured and scalable African start-ups. In addition to founding Opelo Capital Limited, Ms. Mwanda works as the Investments Officer at Kwacha Pension Trust Fund, where she is responsible for investment management and property management. Ms. Mwanda has also worked for Kukula Capital Plc, a leading private equity and venture capital firm in Zambia and was responsible for private equity transactions, business restructures, ESG investing and research on the financial incentives of human rights compliance for Zambian small and medium sized enterprises (SMEs) . Ms. Mwanda is a member of the Zambia Monitoring and Evaluation Association and holds a Honours Degree in Commerce (International Business) and a Bachelor of Commerce degree (Corporate Finance) from the University of Adelaide, Australia. Speakers

Jinesh Shah Managing Partner, Omnivore (Mumbai)

Jinesh co-founded Omnivore with Mark Kahn in 2010. Previously, he was Vice President and CFO at Nexus Venture Partners, one of India’s leading venture capital funds. Earlier in his career, Jinesh worked in corporate finance roles for Datamatics (leading Treasury/M&A), Patni Computers (initiating the IPO process), and HCL Technologies (founding the BPO business). Jinesh is a member of the World Economic Forum’s Global Future Council for Food Systems Innovation and a member of the IMC Chamber of Commerce and Industry’s Agriculture & Food Processing Committee. Jinesh is a Chartered Accountant with a B.Com from R A Poddar College and an MMS (Finance) from JBIMS.

Angela Cole Former Executive Director, JPMorgan Chase (Lafayette) Ms. Cole is a 24-year seasoned commercial lender with significant experience in structuring, originating, underwriting, and managing sizable debt and equity positions. She has experience originating complex financing structures including syndicated, asset based, mezzanine/warrants, equity-backed and debt capital market for clients throughout various stages of the growth cycle. Ms. Cole has originated and managed over $1.5B in loans. Prior to joining Stonefly Investments, Ms. Cole was an Executive Director with JPMorgan Chase covering Southwest Louisiana and Southeast Texas for 15 years. Her depth of experience is established in originating and leading multi-bank syndicated deals for publicly-traded and non-public companies; companies originating initial public and bond offerings; and multinational clients with a footprint throughout the energy global markets. Her proficiency also includes clients in healthcare, technology, manufacturing, transportation and food & beverage industries. Speakers

Robert Spittler Managing Director, The Silverfern Group (Frankfurt) Robert is a Managing Director of Silverfern and brings over 10 years of mergers & acquisitions, consulting, and business development experience to the Silverfern team. Based in Frankfurt, Germany, Robert is head of Investor Relations as well as leading Silverfern’s investments in Germany, Switzerland and Austria. Prior to Silverfern, Robert was a Management Consultant at FRITZ&MACIOL Group, part of the ICT division of IMTECH (IMT), before which he was at TDM Group where he held several positions including Managing Director and Director in subsidiaries of the TDM Group. Robert earned his Bachelor of Science in Information Systems (BScIS) degree and a degree as Diplom Wirtschaftsinformatiker from Westfälische Wilhelms Universität Münster, Germany. He is fluent in German and English.

Alex Rogers Principal, Blue Ox Healthcare Partners (New York)

Alex Rogers is focused on investor relations and fund operations at Blue Ox and serves as a member of the investment team. Over the past 15 years, Alex has been a consultant, a limited partner, a general partner, and a service provider. Alex was an early part of the private markets consulting practice at NEPC and was involved in due diligence, portfolio construction, and investment monitoring for private equity clients. He was also a member of the Alternative Assets Investment Committee covering the healthcare, technology, and energy sectors. Alex was a member of the investor relations team at First Reserve, an energy-focused buyout firm, where he was also responsible for managing the co- investment program working with limited partners on direct investments. After joining Performance Equity Management, Alex led launches across two fund families covering venture capital and direct investments. Prior to joining Blue Ox, Alex was a Senior Director at MVision Private Equity Advisors working with general partners to develop and market their funds. Alex holds an MBA and BSBA in Finance from Northeastern University. Speakers

Greg Kats Founding Chairman, IPMVP & President, Capital E (Washington) Greg is President of Capital E - which invests in clean energy and real estate and helps institutions design, scale and implement clean energy. He served as Managing Director of Good Energies, a several billion-dollar global clean energy PE/VC fund investing in a broad range of renewable energy and low carbon firms. Greg served for 5 years as the Director of Financing for Energy Efficiency and Renewable Energy at the US Department of Energy. Greg played a large role in designing and developing LEED, the green international building standard and received the first US Green Building Council Lifetime Achievement Award. Greg was the Founding Chairman of IPMVP and built it into the global energy and water efficiency design and verification standard for $50 billion in building upgrades. He received the Lifetime Achievement Award from the Alliance to Save Energy. Greg is a founder of both the American Council on Renewable Energy (ACORE) and the country’s first green bank. Greg earned an MBA from Stanford University and has served on the boards of 15 clean energy and smart grid firms

Matt Baker, CFA Partner, PGIM Energy Partners, PGIM Private Capital (Dallas)

Matt Baker is a Partner in PGIM Energy Partners, the energy-focused, middle-market mezzanine debt and equity business sponsored by PGIM Private Capital. Before joining PGIM Energy Partners, Matt led a team responsible for marketing, originating and managing oil and gas related investments in Canada, Oklahoma, Western Texas and Ft. Worth. He joined Prudential in 2004. Matt received a BBA from Texas A&M University and an MBA from the University of Texas at Austin. He holds the Chartered Financial Analyst® designation. Speakers Geeta Sankappanavar Co-Founder & President, Grafton Asset Management Inc. (Calgary)

Geeta Sankappanavar is the Co-founder and President of Grafton Asset Management, a ~$1B energy investment firm based in Calgary Alberta. She is responsible for strategy, oversight and execution of all Grafton’s business and operating units. Prior to co-founding Grafton Asset Management, she was at New Vernon Capital, a $3B bluechip asset management firm focused on India and the Emerging Markets. Her previous positions include Vice President, Head of Strategic Global Outsourcing for Cambridge Solutions, a leading cross-border financial services outsourcing firm in the US-Asia corridor, and founding partner at Marincorp Solutions and IRI. Geeta began her career as a consultant with McKinsey and Company out of the New York Office and is a graduate of the Massachusetts Institute of Technology. Geeta is recognized as an international thought leader, an nrelenting advocate for women’s equality and a committed philanthropist. She has been honoured as one of Canada’s Top 00 Most Powerful Women, Alberta’s 50 Most Influential People and Calgary’s Top 40 Under 40.

Leslie Jump Chief Executive Officer, DifferentFunds, Inc. (Washington)

Leslie has over 30 years experience building, advising and investing in new companies, in the US and across the globe. She is the Founder and CEO of Different, the first platform built for research, analysis and investment in venture funds. Prior to that, she was a Partner in Sawari Ventures, LLC, a Cairo-based early stage venture capital firm investing in entrepreneurs across the Middle East/North Africa. She continues as an advisor to Flat6Labs, Sawari Ventures’ dedicated startup accelerator for seed stage investments. Leslie has served on the Board of UP Global, a network of entrepreneurs and startup community leaders, and Ubongo, a leading children’s edutainment company reaching over 20M children in Africa. She is an alumna of St. Johns College (Annapolis, MD/Santa Fe, NM), and serves on its Board of Visitors and Governors. Speakers

Mack Kolarich Chief Product Officer, DifferentFunds, Inc. (Washington)

A serial entrepreneur and startup community leader, Mack leads Different’s product design and development as well as its fund due diligence team. He leverages his deep expertise and networks in 50+ global startup ecosystems to help source and assess funds for Different. In addition to his work at Different, Mack cofounded Startup Angels with Leslie Jump after meeting her at an entrepreneurs summit in Rio de Janeiro. Together, they have taught investor workshops in 30+ markets around the world. Mack is also a cofounder of SceneSquid.com (a SaaS marketing tool) and previously cofounded Startup Jackpot and GetSpontaneous. As a global and corporate facilitator with Startup Weekend, Mack has run entrepreneur programs across the globe and helped pioneer the organization’s corporate innovation program — working with organizations like Booz Allen Hamilton, Coca Cola and the World Bank. In a prior life, Mack worked with the U.S. International Trade Administration and as a backcountry ranger for the National Park Service. He loves mountaineering, quality outdoor gear, and good design. He has a B.A. in Political Science / Political Economy from Carleton College.

Tanya Marvin-Horowitz Partner at Butterfly Ventures & Co-Founder at CapA (Stockholm)

Throughout the first 20 years in financial services, Tanya worked with startups and lower middle market companies (Enterprise values $30M - $250M) on their , exit strategy, and recapitalization needs. Sector experience in TMT, industrial and oilfield/energy services and technologies, agribusiness, consumer products and financial services, both domestically and internationally. She has also had the pleasure to work on the buyside with Family Offices, Private Equity Group, and Corporate Strategics looking to make direct investments or M&A transactions. In 2016, Tanya joined forces with the leading Seed investor in the Nordics, Butterfly Ventures. Based originally in Helsinki and Oulu, Finland, Tanya joined as a partner to launch Butterfly's 3rd generation fund and expand the investment geographies to the remainder of the Nordics, concentrating on Sweden and Norway. Butterfly Fund IV is forthcoming in 2020. Tanya is Series 79 & 63 FINRA Licensed and a recognized member of the National Academy of Recording Arts & Sciences (Grammy Awards). She served on the ACG NY Board of Directors from 2011-201 4. Tanya is also a frequent mentor for Techstars programs' globally including Amsterdam, Oslo, Lisbon and L.A. She also recently accepted the Deputy Board position for the Finnish Venture Capital Association (FVCA). Speakers

Brian Borton Principal, StepStone Group (La Jolla) Mr. Borton is a member of the private equity team, focusing on venture capital and growth equity investments. Prior to joining StepStone in 2012, Mr. Borton was an investment banking associate at Focus Strategies, where he advised middle market clients on mergers and acquisitions, recapitalizations, private placements, and corporate strategy. Before that he was a member of the equity research associate program at Brandes Investment Partners, a leading investment advisory firm managing US$30 billion of global equity portfolios for institutional and high net worth clients. Mr. Borton graduated with a BBA in finance from The University of Texas at Austin and is a CFA charterholder.

David Teten Advisor & Venture Partner, HOF Capital (New York) David Teten is an Advisor to emerging investment managers, a Venture Partner with HOF Capital, and writes regularly at teten.com. David has particular interest in fintech (especially investment technology and alternative data), sales tech, and HR tech. He was previously a Managing Partner with HOF Capital and Partner for 6 years with ff Venture Capital, one of the best- performing seed- and early-stage venture capital firms in the U.S. He has served on the boards of Authorea (sold to Wiley), Earnest Research (Observer), Ionic Security, Signup.com, and Whisk (sold to Deem). David also has advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners, Birch Hill Equity Partners, Orascom TMT Investments, and other institutional investors. He earlier was a serial fintech entrepreneur with two exits. David holds a Harvard MBA and Yale BA, both with honors. He writes regularly at teten.com. Speakers

Shay Grinfeld Managing Partner, Greenfield Partners (Tel Aviv)

Shay is an experienced entrepreneur and investor. Before he joined Greenfield Partners, Shay was Managing Director of Thylacine Capital, a family office investing in technology and real estate in New York, including: Vectra Capital, Florida Commerce Park and Happify. Shay previous experiences are VP CorpDev & BD, WebCollage (acquired by Answers.com), CEO, eGlue (acquired by NICE) and VP Product, Alfy. Shay holds a B.A. from Farleigh Dickinson University and a E.M.B.A. from Columbia Business School.

Luca Mannucci Managing Partner, Sella Venture Partners (Milan)

Luca has 20 years of venture capital and private equity investment experience both in Italy and abroad. From 2015 and until June 2016 he was CEO of Media Digital Ventures (Barcelona) Previously he worked for JP Morgan (Londra e Milano), Syntegra Capital (Londra e Milano) and Spinnaker Ventures (Barcelona). He invested in some of the European scaleup such as Scytl, Moleskine, Glovo and Talent Garden. Luca holds an MBA from IESE Business School in Barcelona and a degree in Business Administration from the University of Florence. Luca is fluent in English, Spanish, Portuguese and French Speakers

Lex Zhao Partner, One Way Ventures (Boston)

Lex is an immigrant from China and previously led the operations team at Vestwell, a venture-backed fintech startup. Prior to Vestwell, Lex earned his MBA with Honors from the University of Chicago Booth School of Business. At Chicago Booth, he was an Associate at Moderne Ventures and took part in the New Venture Challenge startup accelerator program. Lex started his career at Bridgewater Associates, the world’s largest hedge fund, and NERA Economic Consulting, a leading economic consultancy. Lex graduated Phi Beta Kappa from Cornell University where he earned his B.A. in Economics with Distinction. Lex has also passed all three levels of the CFA Program.

Madeleine Farman Senior Reporter, S&P Global Market Intelligence (London)

Madeleine joined S&P Global Market Intelligence in 2019 as a Senior Reporter covering the private equity industry. She reports breaking news and writes in-depth features on a variety of issues including fundraising, strategies and new firm initiatives. Prior to joining S&P Global Market Intelligence Madeleine was a Senior Reporter at Real Deals magazine covering European mid- market private equity trends and deal news. Speakers

Michael Joseph Co-Founder & Co-CEO, Ion Pacific (Hong Kong) Michael Joseph is the Co-Founder and Co-CEO of Ion Pacific, an innovation-driven investment house that provides creative and flexible capital to talented entrepreneurs, dynamic companies and like-minded members of the technology investment community. Since Ion Pacific’s founding in 2015, Michael has worked with the team across Hong Kong, Israel and the U.S. to build the firm quickly into a thought leader in innovation investing. Before founding Ion Pacific, Michael was a Managing Director and founding Co-Head of Investment and Merchant Banking at Reorient Group, the Hong Kong listed financial institution that was sold to Jack Ma (Ali Baba) and associated entities in 2015. While there Michael worked on several ground- breaking international investments and transactions across multiple IP and brand driven businesses. In his role on the investment and management committees, Michael led strategic acquisitions for the firm to drive returns and enhance its position in the region.

Bernard McGuire, Jr. Managing Director and member of IC, 57 Stars (Washington DC)

Mr. McGuire joined 57 Stars in 2008, and is a member of the firm’s Investment Committee. He participates in the sourcing, due diligence, and monitoring of fund investments and co-investments across all of the firm’s markets and represents the firm on multiple fund and co-investment advisory boards. Prior to 57 Stars, Mr. McGuire served at Overseas Private Investment Corporation as a Director in the Investment Funds Department. During his tenure with OPIC, Mr. McGuire led the origination and execution of emerging markets alternative asset fund investments totalling USD 1.3 billion and USD 680 million, respectively, while managing and restructuring a USD 600 million global portfolio of OPIC legacy investments. Prior to OPIC, Mr. McGuire executed and managed venture capital and private equity transactions in Asia while living in Hong Kong, Beijing, and Sydney from 1992 to 2003. Speakers Matthew Yannocone Principal, Siguler Guff (New York) Matthew Yannocone is a Principal at Siguler Guff and is responsible for marketing the Firm’s capabilities to institutional investors. Prior to joining Siguler Guff in 2018, Mr. Yannocone was a Director of Institutional Sales at WisdomTree Asset Management, a fundamentally weighted index developer and ETF sponsor, where he was responsible for business development and U.S. institutional client relations. Prior to joining WisdomTree, Mr. Yannocone worked at AXA Equitable, where he was responsible for business development. Mr. Yannocone holds a B.A. from Syracuse University and an M.B.A from the Lubin School of Business at Pace University.

Jean Reiminger Vice President, Quilvest Private Equity (Paris )

Jean Reiminger is Vice President at Quilvest, responsible for developing relationships with family offices and business partners. Prior to joining Quilvest in Paris, he worked in London advising and raising capital for high quality mid-market buyout and growth fund managers. He started his career in Madrid at Societe Generale Asset Management where he was helping to customize portfolios of traditional and alternative investments for Spanish institutions. He then moved to New York to join the alternative investments division of Lyxor Asset Management, a fully owned subsidiary of Societe General with $160bn under management. There, he focused on helping to due diligence hedge fund managers and developing businesses with US institutions. He notably worked on large advisory mandates with Calstrs and Ontario Teachers, establishing the Lyxor brand in North America. Jean graduated with honors from University of Paris Dauphine in 2009. Speakers

Paul Karger, CFA Co-Founder & Managing Partner, TwinFocus (Boston) Paul co-founded TwinFocus in 2006 and leads the firm’s direct investing efforts in private equity, venture capital and real estate. He works closely with the firm’s key clients to guide them through a broad range of complex issues and financial decisions. Prior to founding TwinFocus, Paul founded The Karger Group within UBS Financial Services where he led a team that advised select institutions and high-net-worth individuals. He joined UBS through its acquisition of PaineWebber in 2000. He currently serves on the boards of Allos Environmental, Zillion Health and Glory Sports International. Paul holds the designation of Chartered Financial Analyst and is a member of the Boston Security Analysts Society, CFA Institute, and the Investment Management Consultants Association. He earned his CIMA at the University of Pennsylvania’s Wharton School of Finance and holds a B.S. in Manufacturing Engineering from Boston University. Paul was the recipient of the Outstanding Alumni Award in 2012 from Boston University.

Andrea Nickel Managing Partner, Celina Capital (Toronto)

Andrea Nickel has worked with entrepreneurial and growth companies in a wide range of industries as an investor, CFO and advisor. She recently joined the family office, Celina Capital, to lead private equity investing after more than fifteen years as a partner at Beringer Capital, a private equity fund focused on the media and marketing industries. At Beringer, she was responsible for deal sourcing, execution and portfolio management. She spent three years as CFO of Match Marketing Group, a Beringer portfolio company, during which the company acquired and integrated 13 companies and grew from an investment thesis to $200 million in revenue. Prior to Beringer, Andrea worked as a consultant for Bain & Company. She also co-founded an e-commerce company in the first dotcom boom and began her career launching and marketing software products. Andrea holds a BA from McGill University and an MBA from The Wharton School at the University of Pennsylvania. Speakers

Jamie Barrett Managing Director, Acrewood Holdings (Pennsylvania)

Jamie has been with Acrewood since its inception and has served as a member of the investment team of LBCW, the Hamlin family office, since 2010. Jamie leads Acrewood’s transaction execution efforts and is active in the origination and underwriting of the firm’s investments. He is also responsible for asset management and manages the firm’s operations. Prior to joining Acrewood, Jamie was Vice President of Strategy and Finance for a business process outsourcing holding company where he provided executive support for portfolio company managers and successfully led a number of financing and M&A transactions. Jamie also spent five years as an investment banker at Boenning & Scattergood, Broadview International, and finally as Vice President of M&A at FBR Capital Markets. Jamie currently serves on the board of Malvern Bank. Jamie received an AB in Economics with a Certificate in Finance from Princeton University and an MBA in Finance and Accounting from the Wharton School at the University of Pennsylvania.

Brandon Laughren Co-Founder & Chief Investment Officer, The Laughren Group (New York) Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office with investments private equity, private debt, venture capital and real estate. In addition, he serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm. Mr. Laughren has acted as a transaction advisor and an investor for 30+ years. He has been involved in M&A transactions totaling more than $50 billion in value and debt and equity raises in excess of $10 billion. Agenda Outline- April 27th - DAY 1

11:00 am ET Welcoming Address President, CEO, Carmo Companies (New York)

11:05am ET Global Outlook Institutional investors discuss the current Global Private Equity Market. How has their investment perspective and philosophy changed over the last month? How were their investments affected by COVID-19? Which areas were hardest hit? How did you proceed with deals that were supposed to close this past month? What opportunities or threats lie ahead? Moderator:

Terri Troy, CFA, ICA. D, President, Troy Advisory Services

Panelists:

Christopher Caparelli, CFA, Vice President, Marquette Associates

Peter Teneriello, Private Equity, Texas Municipal Retirement System

Jason Zhao, Head Advisor of Private Equity Investment, China Post Life Insurance The Global Private Equity Web Meeting Web Equity The Global Private Agenda Outline- April 27th - DAY 1

12:30pm ET Special Situations, Distressed Investment, Real Estate & Leveraged Buyouts

Opportunities to invest in distressed assets has quickly become a topic of discussion for institutional investors and most likely will be one that persists for some time. Some opportunities are quite apparent today and others will certainly present themselves as we grapple with the full fallout of unprecedented times. Either way, the landscape of investment opportunities will be vast and touch many different assets classes. While some Distressed managers have been increasing dry powder, others will opportunistically raise capital once a particular asset class shows signs of dislocation. Hear from a group of leading distressed and special situation investors as they provide their thoughts on what opportunities exist and how they’ve positioned themselves to execute on their strategies.

Moderator:

Michael Ashley Schulman, CFA , Partner & Chief Investment Officer, Running Point Capital

Panelists:

Jim Corl, Managing Director, Siguler Guff

Christian Fuentes, CEO & Managing Partner, ICP Group

Coe Schlicher, CEO & Founder, Kong Capital

Chris Lawrence, Managing Partner, Labyrinth Capital Partners L.L.C. The Global Private Equity Web Meeting Web Equity The Global Private Agenda Outline- April 27th - DAY 1

2:00pm ET Debt & Mezzanine Investment The impact of COVID-19 on markets and businesses are creating a variety of challenges and opportunities for private equity funds. Falling valuations and distressed opportunities are driving increased use of leverage by private equity funds through the use of existing subscription line facilities, total return swaps, margin loans or other alternative forms of financing. How are fund managers increasing flexibility to invest in the debt of portfolio companies? Leading debt fund managers and investors discuss how COVID-19 affected their existing investments and what opportunities lie ahead.

Moderator:

Jonathon Angell, CEO, Angell Investments

Panelists:

Brett A. Hickey, Founder & CEO, Star Mountain Capital

Colin Raws, Director of Business Development, Boathouse Capital

Tod Trabocco, Director of Strategy and Research, ITE Management

James Danforth, Director of Alternative Investments, True Capital Management

Randy Schwimmer, Senior Managing Director, Head of Origination & Capital Markets, Churchill Asset Management LLC

The Global Private Equity Web Meeting Web Equity The Global Private 3:30 pm ET Virtual Group Networking Sessions Three randomized 20 minutes breakout groups of 5 people. Webcam is mandatory.

4:00 pm ET End of Day One Agenda Outline- April 28TH - DAY 2 10:00 am ET Welcoming Address President, CEO, Carmo Companies (New York)

10:05 am ET Keynote: Back to the Future

A fireside chat with industry veteran, Nori Gerardo Lietz, Senior Lecturer of business administration at Harvard University, former chairman of the private real estate investment committee of Partners Group and co-founder of Penison Consulting Alliance. Nori takes us back to the 2008 financial crisis drawing similarities of what we are all experiencing in the PE space today. What similar mistakes do we see firms committing and what does it take to survive this crisis?

Moderator:

Kenneth Munkacy, Senior Managing Director, Kingbird Investment Management

Speaker:

Nori Gerardo Lietz, Senior Lecturer of Business Administration, Harvard Business School; Founder, Areté Capital

11:05am ET Fund of Funds

Leading fund of funds managers discuss how they are navigating their fund investments through these times of economic crisis and uncertainty. How have they supported their limited partners and stake holders during this difficult time?

Moderator:

Roger Miralles, Director of Alternative Investments- Partner, Talenta Gestión

The Global Private Equity Web Meeting Web Equity The Global Private Panelists:

Aram Verdiyan, Principal, Accolade Partners

Jay Zhao, Partner, T Fund

Amit Kurz, Partner, Sweetwood Ventures

Philipp von dem Knesebeck, Managing Partner, Blue Future Partners

Chris Loh, Managing Partner, Axiom Asia Agenda Outline- April 28TH - DAY 2

12:30pm ET ESG- Investing with Impact In September 2019, institutional investors with $2.4 trillion in assets drew a line in the sand: They made clear that they were serious about wielding their financial clout to combat climate change. With the backing of the United Nations, funds including CDPQ, CalPERS, PensionDanmark, Swiss Re and Allianz joined the Net- Zero Asset Owner Alliance, pledging to transition their investment portfolios to become carbon neutral by 2050. Now is the time to consider investment and portfolio actions in the context of the unfolding humanitarian crisis. At a times when public expectations of business’s role in society are shifting rapidly, why should firms consider doubling down on their commitments to environmental, social and ESG related investing?

Moderator:

Marina Leytes, Senior Vice President, 57 Stars

Panelists:

Gabriel Espana, Managing Director, Iskali Capital Group

Andy Unanue, Managing Partner, AUA Private Equity Partners

Musopelo Mwanda, Investment Strategist on Sustainability, Opelo Capital Limited

Jinesh Shah, Managing Partner, Omnivore The Global Private Equity Web Meeting Web Equity The Global Private Agenda Outline- April 28TH - DAY 2

1:45pm ET Infrastructure, Energy, Transportation & Logistics

How have all these industries managed the issue of the health emergency? From plummeting oil prices, production declines and a price wars to lower demand and complete stops, how do companies shore up revenue and manage debt obligations? What opportunities lie ahead in the midst of this crisis?

Moderator:

Angela Cole, Former Executive Director, JPMorgan Chase

Panelists:

Robert Spittler, Managing Director, The Silverfern Group Alex Rogers, Principal, Blue Ox Healthcare Partners Greg Kats, Founding Chairman, IPMVP & President, Capital E Matt Baker, CFA, Partner, PGIM Energy Partners, PGIM Private Capital Geeta Sankappanavar, Co-Founder & President, Grafton Asset Management

3:30 pm ET Virtual Group Networking Sessions

Three randomized 20 minutes breakout groups of 5 people. Webcam is mandatory. The Global Private Equity Web Meeting Web Equity The Global Private

4:30pm ET End of Day Two Agenda Outline- April 29TH - DAY 3

10:00 am ET Welcoming Address President, CEO, Carmo Companies (New York)

10:05 am ET DeepTech Investing 2020 — Fireside Chat

Different’s DeepTech Investing Report is a landmark review of the state of advanced technology investing — the domain of atoms + bits, of science-driven and research- fueled innovation. From government and foundation grants to venture capital and Wall Street, the report lays out the history, challenges, and opportunities for DeepTech investment. The report leverages over 150 interviews along with analysis of hundreds of DeepTech investors and over 4,500 portfolio companies. It articulates gaps in the current landscape, and offers thoughts about strategies to overcome barriers and increase DeepTech investment.

In this session Different CEO Leslie Jump will provide an overview of the DeepTech investment landscape and offer thoughts on why now, more than ever, it's the right time to invest. She will be joined by Tanya Marvin-Horowitz, partner at Butterfly Ventures, for a discussion of DeepTech investment in Europe and the U.S. The discussion will be moderated by Mack Kolarich, Chief Product Officer at Different.

Speakers:

Leslie Jump, Chief Executive Officer, DifferentFunds, Inc.

Tanya Marvin-Horowitz, Partner, Butterfly Ventures

The Global Private Equity Web Meeting Web Equity The Global Private Moderator:

Mack Kolarich, Chief Product Officer, DifferentFunds, Inc. Agenda Outline- April 29TH - DAY 3

11:05am ET Venture Capital/Growth Capital

Venture Capitalists, Venture Capital Funds and all sorts of foundations and other investors have pulled together to help combat COVID-19. It has been a “All hands on deck” situation. On this panel, discussions will include how the industry has been affected from the crisis and which industries and portfolio companies were hardest hit? How have they spent capital to support businesses at the forefront of combating the virus and what opportunities or difficulties lie ahead for the VC industry?

Moderator:

Tanya Marvin-Horowitz, Partner, Butterfly Ventures

Panelists:

Brian Borton, Principal, StepStone Group

David Teten, Advisor & Venture Partner, HOF Capital

Aram Verdiyan, Principal, Accolade Partners

Shay Grinfeld, Managing Partner, Greenfield Partners

Luca Mannucci, Managing Partner, Sella Venture Partners

Lex Zhao, Partner, One Way Ventures The Global Private Equity Web Meeting Web Equity The Global Private Agenda Outline- April 29TH - DAY 3

12:30pm ET Investing in Secondaries

Because of the COVID-19 Crisis, Limited Partners have been eyeing liquidation in funds due to portfolio liquidity, allocation rebalancing, and investment strategy shifts. LPs are concerned and they have every right to be so. Secondary funds have an estimated $150 billion in dry powder to deploy. How have the leading secondary fund managers dealt with this crisis? Are secondaries starting to trade below par?

Moderator:

Madeleine Farman, Senior Reporter, S&P Global Market Intelligence

Panelists:

Michael Joseph, Co-CEO, Managing Director, Ion Pacific

Brett A. Hickey, Founder & CEO, Star Mountain Capital

Brian Borton, Principal, StepStone Group

Bernard McGuire, Jr., Managing Director and member of IC, 57 Stars The Global Private Equity Web Meeting Web Equity The Global Private Agenda Outline- April 29TH - DAY 3

2:00pm ET Family Office Panel

Leading family offices discuss current the current global private equity market. How has their investment perspective and philosophy changed over the last month? How were their investments affected by COVID-19? Which areas were hardest hit? How did they proceed with deals that were supposed to close this past month? What opportunities or threats lie ahead?

Moderator:

Matthew Yannocone, Principal, Siguler Guff

Panelists:

Jean Reiminger, VP, Alternative Investments, Family Office, Quilvest Private Equity

Paul Karger, CFA, Co-Founder & Managing Partner, TwinFocus

Andrea Nickel, Managing Partner, Celina Capital

Jamie Barrett, Managing Director, Acrewood Holdings

Brandon Laughren, Chief Investment Officer, The Laughren Group

3:30 pm ET Virtual Group Networking Sessions

The Global Private Equity Web Meeting Web Equity The Global Private Three randomized 20 minutes breakout groups of 5 people. Webcam is mandatory.

4:30 pm ET End of Day Three Participation Options

Complementary: • We only invite Limited Partners at no cost. We qualify LPs as Public Pensions, Corporate Pensions, Pension Consultants, Foundations, Sovereign Wealth Funds, Endowments, Insurance Investors, Single Family Offices, Multi Family Offices, RIAs & UNWI Investors. Standard Pass: • Pass • 1 pass to 3-day web meeting and networking/speed dating sessions. • Networking App Access • 1 pass to event networking app for 1 week. Early Bird: $300 USD Pre-Registration: $400 USD Standard: $500 USD Full Access Pass: • Pass • 1 pass to 3-day web meeting and networking/speed dating sessions. • Networking App Access • 1 pass to event networking app for 1 week. • Attendee List • Exclusive access to conference attendee list before, during and after the event (companies, names, titles, profiles). • Event networking app only shows first and last name of 300+ attendees.

Carmo Connect Participation 2020 Options Connect Carmo Participation • Full attendee list is guide for knowing attendee profiles • By knowing their information, you can search who you want to message directly on networking app. Early Bird: $600 USD Pre-Registration: $700 USD Standard: $800 USD Participation Options

Company Sponsorship: CAP-INTRO Sponsorship: • Branding • Email Introductions • Sponsorship branding throughout web meeting, agenda and • Carmo will provide one on one introductions via email to all marketing campaigns. prospective clients of choice (funds, investors, etc..). • Passes • 30 email introductions will occur after the event and once conference attendee list is finalized to avoid repetition. • 5 company passes to 3-day web meeting and virtual networking/speed dating sessions. • Attendee List • Networking App Access • Exclusive access to conference attendee list before, during • 5 company passes to event networking app for 1 week. and after the event (companies, names, titles, profiles). • Attendee List • Event networking app only shows first and last name of 300+ attendees. • Exclusive access to conference attendee list before, during • Full attendee list is guide for knowing attendee and after the event (companies, names, titles, profiles). profiles • Event networking app only shows first and last • By knowing their information, you can search who name of 300+ attendees. you want to message directly on networking app. • Full attendee list is guide for knowing attendee • Branding profiles • Sponsorship branding throughout web meeting, agenda and • By knowing their information, you can search who marketing campaigns. you want to message directly on networking app. • Passes Early Bird: $1,500 USD • 5 company passes to 3-day web meeting and virtual Pre-Registration: $2,000 USD networking/speed dating sessions. Standard: $2,500 USD • Networking App Access

Carmo Connect Participation 2020 Options Connect Carmo Participation • 5 company passes to event networking app for 1 week.

Early Bird: $7,500 USD Pre-Registration: $8,500 USD Standard: $10,000 USD Participation Options

Speaking Sponsorship: Full Access Sponsorship: • Speaking Opportunity • Speaking Opportunity • 1 moderating/speaking position on panel of choice (pending • 1 moderating/speaking position on panel of choice (pending availability). availability). • Branding • Email Introductions • Sponsorship branding throughout web meeting, agenda and • Carmo will provide one on one introductions via email to all marketing campaigns. prospective clients of choice (funds, investors, etc..). • Passes • 30 email introductions will occur after the event and once conference attendee list is finalized to avoid repetition. • 5 company passes to 3-day web meeting and virtual networking/speed dating sessions. • Attendee List • Networking App Access • Exclusive access to conference attendee list before, during • 5 company passes to event networking app for 1 week. and after the event (companies, names, titles, profiles). • • Attendee List Event networking app only shows first and last name of 300+ attendees. • Exclusive access to conference attendee list before, during • Full attendee list is guide for knowing attendee and after the event (companies, names, titles, profiles). profiles • Event networking app only shows first and last • By knowing their information, you can search who name of 300+ attendees. you want to message directly on networking app. • Full attendee list is guide for knowing attendee • Branding profiles • Sponsorship branding throughout web meeting, agenda and • By knowing their information, you can search who marketing campaigns. you want to message directly on networking app. • Passes Early Bird: $7,500 USD • 5 company passes to 3-day web meeting and virtual

Carmo Connect Participation 2020 Options Connect Carmo Participation Pre-Registration: $8,500 USD networking/speed dating sessions. Standard: $10,000 USD • Networking App Access • 5 company passes to event networking app for 1 week. Early Bird: $10,000 USD Pre-Registration: 11,000 USD Standard: $12,500 USD Participation Options Lead Sponsorship: • Exclusivity • No other company with competitive strategy or focus can be an event sponsor. • GP Example- Exclusive debt focused fund manager • Service Provider Example- Exclusive Law Firm sponsor • Private Virtual Networking/Cocktail Hour • Carmo to help organize and host a private virtual networking hour with hand-picked and desired event participants, at day and time of choice. • Speaking Opportunity • 2 moderating/speaking positions on panel of choice or 45-minute standalone presentation (pending availability). • Priority Email Introduction • Carmo will provide one on one introductions via email to all prospective clients of choice before all other event sponsors. • Unlimited email introductions will occur before and after the event. • Attendee List • Exclusive access to conference attendee list before, during and after the event (companies, names, titles, profiles). • Event networking app only shows first and last name of 300+ attendees. • Full attendee list is guide for knowing attendee profiles • By knowing their information, you can search who you want to message directly on networking app. • Lead Branding • Premier sponsorship branding throughout web meeting, agenda and marketing campaigns. • Networking App Access

• 10 company passes to event networking app for 1 week. Carmo Connect Participation 2020 Options Connect Carmo Participation • Passes • 10 company passes to 3-day web meeting and virtual networking/speed dating sessions.

Early Bird: $17,500 USD Pre-Registration: $18,500 USD Standard: $20,000 USD LIVE ONLY, RECORDING IS PRHIBITED Thank You.

401 Broadway Suite 2316 New York, NY 10013 www.carmocompanies.com