8Th Annual Kayo Women's

Total Page:16

File Type:pdf, Size:1020Kb

8Th Annual Kayo Women's 8 T H A N N U A L K A Y O W O M E N ' S private equity summit J U N E 8 - 9 , 2 0 2 1 B O S T O N W H Y A T T E N D ? advance yourself Take ownership of your future through gaining knowledge and building your network. connect with leaders We make it easy to connect with female business leaders and learn from them in an intimate setting. champion your peers Explore new deals, make introductions or simply connect with others. Either way, you'll find a place where women are excited to advocate for each other. get results Nothing should stand between you and the leader you want to be. We will walk beside you until you get there. 8 t h A N N U A L W O M E N ' S private equity summit J U N E 8 - 9 , 2 0 2 1 | B O S T O N | B O S T O N H A R B O R H O T E L Join 350 of the nation’s leading women in private equity, venture capital, and M&A including institutional investors, lenders, and advisors for a day and a half of networking, deal-making and professional development. A D V I S O R Y B O A R D A T T E N D E E S 25% Other Palmer Garson | Managing Director & Partner | Silvercrest Asset Management Private Equity/ Christine Kelleher | Chief of Investments | National Gallery of Art 43% Cari Lodge | Managing Director | Commonfund Capital Venture Capital Amy Miller | Former Investment Manager Private Markets | Drexel University Kay Parry | Managing Director | Pacific Western Bank Institutional 20% Sara Shackelford | CFO | Canapi Ventures Investor Anne Shelton | Chief Investment Officer | Atapco Investment Bank/Lender 12% I N D U S T R Y S E C T O R S B I O / L I F E H E A L T H C A R E F U N D R A I S I N G S T O R I E S O F R E T A I L T E C H N O L O G Y T A L E N T S C I E N C E S S E R V I C E S T R A I L B L A Z E R S P R O G R A M 2021 topic ideas Dealmaking, mergers & acquisitions Sector spotlights (e.g. healthcare, consumer, business Fundraising and institutional investor insights services, technology) Portfolio company talent past speakers Peggy Koenig Lauren Dillard Shelby Wanstrath Caroline Kung Caroline Young Abry Partners Nasdaq Teacher Retirement HIG Capital Hammond, Kennedy, System of Texas Whitney & Company Kristina Koutrakos Leslie Frecon Christine Kelleher Elizabeth Traxler Daniel Miller Virginia Retirement LFE Capital National Gallery Neuberger Berman NYC Board of System of Art Group Education Louise Woltz Smith Kristin Steen Stephanie Pare Sullivan Suzanne Norris Mia Hegazy Private Advisors CCMP Capital Charlesbank Victress Capital Catalyst Investors A G E N D A day 1 2:00 PM Welcome Lounge / Sip and Shop Workshop 3:30 PM Keynote 4:00 PM Plenary Panel 4:45 PM Concurrent Panel A Concurrent Panel B 5:30 PM Cocktail Reception day 2 7:30 AM Networking Breakfast 8:00 AM Opening Remarks 8:15 AM Keynote 8:45 AM Plenary Panel 9:30 AM Structured Networking 10:30 AM Coffee Break 11:00 AM Concurrent Panel C Concurrent Panel D Concurrent Panel E 12:00 PM Concurrent Panel F Concurrent Panel G Concurrent Panel H 1:00 PM Lunch 2:00 PM Plenary 2:45 PM Fireside Chat 3:30 PM Closing Reception "I left with a stronger and larger network, increased energy and enthusiasm, and tons of ideas to grow and improve my business." KRISTIN STEEN CCMP CAPITAL P R O G R A M M I N G Our programming is comprised of plenary sessions featuring impactful keynotes with a story to share as well as breakout tracks. Four breakout tracks highlight industry specific topics to strengthen and broaden the knowledge of our attendees. m&a fundraising sector spotlight talent Experts in M&A discuss key Private equity investors and Take a deeper dive into one of Learn the ins and outs of topics issues in dealmaking. Topics their backers team up to private equity's subsectors related to talent including corporate might include trends in M&A discuss key issues in (healthcare, life science, retail, governance, portfolio company term sheets, capital markets fundraising, fund formation, food, etc). Investors and other management, leadership activity, leverage, exits, and asset allocation, and risk while experts will share the development, and diversity within sourcing. exploring sub-sectors such as opportunities and risks facing private equity. secondaries and debt funds. investors in a specific space. B R E A K O U T T R A C K S The 2020 Kayo Women's Private Equity Summit has four breakout tracks. “You all bested yourselves this year.. Most importantly, people commented how different and content rich the agenda is and networking events are. Newcomers truly felt the power of the relationships that you have allowed us to create. It's magical!” m&a fundraising Christine Keslleehcertor spotlight talent CIO, NATIONAL GALLERY OF ART Experts in M&A discuss key issues in Private equity investors and their backers (i.e. Take a deep dive into an industry subsector. Here we cover all issues related to talent, dealmaking. Topics might include trends limited partners or institutional investors) team We pull together a group of investors and including corporate governance, portfolio in M&A, term sheets, capital markets up to discuss key issues in fundraising, fund other experts to discuss the opportunities and company management, leadership activity, leverage, exits, and sourcing. formation, asset allocation and risk. risk facing investors in a specific space. development, and diversity within private equity firms. Past Topics Past Topics trailblaze tPasot Togpics ether Past Topics -Exit Planning: Pace Yourself and Don't Lose Steam at -Fundraising: Differentiation Through Effective - Biotech & Pharma: Partnering with Private - Portfolio Companies: Recruiting and Retaining the Finish Line Storytelling Equity and Venture Capital Talent -Batten Down the Hatches: Key Financing Strategies - GP Minority Stakes - Perspectives on Change in the C-Suite for Sponsors and Lenders Ahead of an Economic - Insights from the Top of the House: - Downturn Negotiating Comp & Carry Past Speakers Past Speakers Past Speakers Past Speakers - Principal, KKR - Partner, Adams Street Partners - Director, Brand Development, Cavu Ventures - Director, Head of Talent, Bain Capital - Senior Investment Manager, Texas Teachers - Senior Vice Principal, TorreyCove Capital Partners - Portfolio Operations, Baird Capital - COO, Gryphon Investors - Investment Manager, Drexel University Endowment - Managing Director, Madison Dearborn - Partner, Twinbridge - Head of Capital Markets, New Mountain Capital - CIO, Smithsonian Institute - Chief Executive Officer, Encompass Health - Managing Director, Gladstone A L E X I S M A C I A S - Principal, Macquarie - Principal, Brown Advisory - Principal, Carlyle Group - Founder & Managing Partner, Kinzie Capital - VAicLe EPreXsiIdSen@t, PKSPA CYapOitaCl O N F E R E N C E S E R I-E PaSrt.nCer,O SteMpstone - Principal, Catalyst - General Counsel, Capital Dynamics - PWartWnerW, Lo.oKp ACaYpiOtal C O N F E R E N C E S E R I E S- .MCanOagMing/ DEirNect/oPr, RCoImVmAonTfuEnd- E Q U I T Y - Principal, Halyard - Managing Director, Barclays - Portfolio Manager, State of Maryland - Managing Director, Virginia Retirement System W O R K S H O P J U N E 8 | 2 : 0 0 - 3 : 3 0 P M | $ 1 2 5 executive presence Whether in the boardroom or leading a quarterly team meeting, we constantly navigate challenges in delivering effective communication. What is the best way to connect with your audience? What value are you delivering for each member, and why should they listen? How do you separate emotions and lead with the facts? Join us for a 90-minute interactive workshop to discuss how the appropriate balance of energy, body language and confidence drives strategic communication at the executive level and beyond. 2 0 2 1 S P O N S O R S 2 0 1 9 P A R T I C I P A T I N G F I R M S 50 South Capital Berkshire Partners City National Bank / Royal GCM Grosvenor Kayne Anderson 7 Mile Advisors Bertram Capital Bank of Canada General Atlantic Kelso Aberdeen Standard Blake, Cassels & Graydon City of Philadelphia Board Genworth Kinneret Group Investments Blue Highway Growth of Pensions & Retirement GI Partners Kinzie Capital Partners Abry Partners Capital Claritas Capital Global Endowment Management Kirkland & Ellis ABS Capital Partners BNP Paribas Clearhaven Global Infrastructure Finance Knightsbridge Advisers Accordion Boston Private Collaboration Capital Global Infrastructure Partners Kraken Capital Advent International Bracewell Comvest Partners Goodwin Procter Krevolin & Horst AllixPartners Bradley Cowen & Company Grantchester Group Lantern Capital Parnters AlpInvest Bridge Bank Crescent Capital Great Hill Partners Laurel Oak Capital Partners Alta Equity Partners Brown Advisory Crestview Gridiron Capital Lazard Asset Management Altamont Capital Partners BV Investment Partners Dana Rebecca Designs GTCR Leeds Equity Partners Amity Search Partners Cadence Bank Dancap Family Investment H.I.G. Capital Leonard Green Ankura Capstar Ventures Office Hamilton Lane LeverPoint Apollo Global Management Capstone Headwaters Dechert Hammond, Kennedy, Whitney & Lincoln International Aquiline Holdings CareGroup Deerfield Management Co. Littlejohn & Co Argand Partners Catalyst Investors Duff & Phelps Hancock Capital Management M12, Microsoft’s Venture Atapco CAZ Investments EIG Global Energy Partners HarbourVest Fund ATL Partners CCMP Capital Estancia Partners Harris Williams MacLaurin Group AUA Capital Management CenterGate Capital Eureka Equity Partners Harry’s, Inc.
Recommended publications
  • Enewsletter No. 457 | SECA | Swiss Private Equity & Corporate
    eNewsletter no. 457 Dear Reader 20 May 2016 It was a school project: Start a Business! Taylor Rosenthal of SECA Opelika, Alabama, did just that. He is a baseball player and thought it would be sensible to post First Aid Kits near the diamond or in Venture Capital fact any playground where kids may suffer injuries. He developed Private Equity – Swiss News the box and stocked it with necessities, filed a patent suit and started the company RecMed, and all that before he had his first Private Equity – Int. News shave.Taylor Rosenthal is only 14. The price of the First Aid Box is Corporate Finance a hefty 5 500 dollar, but recreation park chains and investors are Mergers & Acquisitions interested. Already Taylor Rosenthal has turned down an offer of 30 million dollar. You can't pull the wool over a guy's eyes just Management Buyout because he is young. He tends to his business, keeps going to Book of the Week school and persues new projects. Jobs If given a chance, I will invest in RecMed and wait for the First Aid Box in my gym in Zug, Switzerland. On the other hand: why not Agenda wait for his next venture? This guy will go places. Editor Have a nice week! Maurice Pedergnana Toolbox Print Newsletter Send Newsletter to a Friend Download as PDF SECA 15. SECA Private Equity & Corporate Finance Conference The conference will take place on Wednesday, 6 July 2016, in the SIX ConventionPoint in Zurich and is one of the biggest conferences in Switzerland, which brings together the private equity, venture capital and corporate finance industries.
    [Show full text]
  • INVESTMENT VENDORS  the Following Is a Listing of the Investment Managers, Custodians, and Consultants That Serve the Massachusetts Public Pension Systems
    INVESTMENT VENDORS The following is a listing of the investment managers, custodians, and consultants that serve the Massachusetts public pension systems. The listing is based on information supplied by the retirement boards. RETIREMENT BOARD INVESTMENT VENDORS ADAMS • Capital Research and Management • Granite Investment Advisors Custodian: State Street Bank & Trust AMESBURY • PRIT ANDOVER • PRIT ARLINGTON • PRIT • Wilshire Associates Inc. Custodian: State Street Bank & Trust ATTLEBORO • Boston Advisors, LLC • Herndon Capital Management, LLC • PRIT Custodian: People’s United Bank • Daruma Capital Management, LLC • Invesco Core Real Estate USA, LP • Regions Timberland Consultant: Dahab Associates Inc. • Fidelity Institutional Asset Management • Invesco National Trust Company • State Street Global Advisors • Frontier Capital Management Co., LLC • Orleans Capital Management Corp. • Wells Capital Management Inc. • Hancock Natural Resource Group, Inc. BARNSTABLE COUNTY • Intercontinental Capital Management, LLC • PRIT • UBS Realty Investors, LLC BELMONT • AEW Capital Management, LP • Loomis Sayles & Company • RhumbLine Advisers Custodian: State Street Bank & Trust • Atlanta Capital • Pacific Investment Management Company, LLC • Rothschild Asset Management Inc. Consultant: New England Pension • Harbourvest Partners, LLC • PRIT • Scout Capital Management, LLC Consultants BERKSHIRE COUNTY • PRIT BEVERLY • PRIT BLUE HILLS REGIONAL • PRIT BOSTON (CITY) • 57 Stars, LLC • EnTrust Partners, LLC • Permal Asset Management, Inc. Custodian: State
    [Show full text]
  • Stepstone Atlantic Fund, L.P
    StepStone Atlantic Fund, L.P. Private Equity and Infrastructure Investment Plan Proposed: November 2020 Report Prepared For: Important Information This document is meant only to provide a broad overview for discussion purposes. All information provided here is subject to change. This document is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services by StepStone Group LP, StepStone Group Real Assets LP, StepStone Group Real Estate LP, StepStone Conversus LLC, Swiss Capital Invest Holding (Dublin) Ltd, Swiss Capital Alternative Investments AG or their subsidiaries or affiliates (collectively, “StepStone”) in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this document should not be construed as financial or investment advice on any subject matter. StepStone expressly disclaims all liability in respect to actions taken based on any or all of the information in this document. This document is confidential and solely for the use of StepStone and the existing and potential clients of StepStone to whom it has been delivered, where permitted. By accepting delivery of this presentation, each recipient undertakes not to reproduce or distribute this presentation in whole or in part, nor to disclose any of its contents (except to its professional advisors), without the prior written consent of StepStone. While some information used in the presentation has been obtained from various published and unpublished sources considered to be reliable, StepStone does not guarantee its accuracy or completeness and accepts no liability for any direct or consequential losses arising from its use.
    [Show full text]
  • Stepstone Atlantic Fund, L.P
    StepStone Atlantic Fund, L.P. Private Equity and Infrastructure Quarterly Monitoring Report For the period ending December 31, 2020 Report Prepared For: Important Information This document is meant only to provide a broad overview for discussion purposes. All information provided here is subject to change. This document is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services by StepStone Group LP, StepStone Group Real Assets LP, StepStone Group Real Estate LP, StepStone Conversus LLC, Swiss Capital Alternative Investments AG and StepStone Group Europe Alternative Investments Limited or their subsidiaries or affiliates (collectively, “StepStone”) in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this document should not be construed as financial or investment advice on any subject matter. StepStone expressly disclaims all liability in respect to actions taken based on any or all of the information in this document. This document is confidential and solely for the use of StepStone and the existing and potential clients of StepStone to whom it has been delivered, where permitted. By accepting delivery of this presentation, each recipient undertakes not to reproduce or distribute this presentation in whole or in part, nor to disclose any of its contents (except to its professional advisors), without the prior written consent of StepStone. While some information used in the presentation has been obtained from various published and unpublished sources considered to be reliable, StepStone does not guarantee its accuracy or completeness and accepts no liability for any direct or consequential losses arising from its use.
    [Show full text]
  • Facility Services INDUSTRY UPDATE | Winter 2020 Houlihan Lokey Facility Services Update
    Facility Services INDUSTRY UPDATE | Winter 2020 Houlihan Lokey Facility Services Update Dear Clients and Friends, Houlihan Lokey is pleased to present its Facility Services Industry Update for winter 2020. We have included important news stories, transaction announcements, a public markets overview and industry insights to help you stay ahead in our dynamic and constantly evolving industry. We have also highlighted several recent deals in the sector that Houlihan Lokey worked on in 2019. We hope that you will find this quarterly newsletter to be informative and that it serves as a valuable resource to you in staying up-to-date on the market. If there is additional content you would find useful for future updates, please don’t hesitate to call or email us with your suggestions. We look forward to staying in touch with you. Regards, Larry DeAngelo Jon Harrison Jeff Ackerman Head of Business Managing Director Director London New York Services Atlanta [email protected] [email protected] [email protected] 44 (0) 20 7747 7564 212.497.7866 404.495.7019 Additional Facility Services Group Contacts Jordan Mendel Leon Vayntraub Brandon Bleakley [email protected] [email protected] [email protected] 646.259.7465 212.497.7899 646.259.7488 Jason Weisbaum Caroline Weakland Yash Srivastav [email protected] [email protected] [email protected] 212.497.4265 212.497.7916 212.497.7863 Industry Sectors Covered AVIATION SERVICES FOODSERVICE HVAC AND PLUMBING JANITORIAL LANDSCAPING LAUNDRY PEST CONTROL RESIDENTIAL SERVICES SECURITY 2 Select Recent Transactions Headquartered in Irving, Texas, G2 Secure Staff (G2) is leading provider of mission-critical ground handling and aviation support services to the U.S.
    [Show full text]
  • PEI Investor Relations, Marketing & Communications Forum 2019
    June 19-20 | Convene, 730 Third Ave | New York Attendee list A.P. Moller Capital Bain Capital C-Bridge Capital Partners FTV Capital ACME Capital Banner Real Estate Group CCMP Capital Advisors Further Capital Partners Actis Barings Centerbridge Partners GCM Grosvenor Advent International Basis Investment Group Cerberus Capital Management General Atlantic AE Industrial Partners Battery Ventures Charlesbank Capital Partners General Catalyst Partners AEA Investors BBH Capital Partners The Chauncey F. Lufkin III Gennx360 AEW Capital Management BC Partners Foundation Genstar Capital AIMA The Beach Company The City of New York, Finance Global Infrastructure Partners Alcentra Berkshire Partners Civitas Capital Grain Management Alcion Ventures Bernhard Capital Partners Coller Capital Gryphon Investors Allianz Capital Partners Bicknell Family Holding Cornell Capital GTCR Altor Equity Partners Company Court Square Capital Partners Halstatt American Securities Bison Crescent Capital Group Hamilton Lane AMP Capital BKM Capital Partners CRV Hammes Angelo Gordon Blackstone Cypress Real Estate Advisors Hammond, Kennedy, Whitney Antares Capital Blue Heron Asset Managment Denham Capital & Co Apollo Global Management Blue Water Energy Duff & Phelps Hancock Capital Management ARC Financial Corp Bridge Investment Group Dyal Capital Partners Harvard Management Company ArcLight Capital Partners BroadVail Capital Edelman HCI Equity Partners Argosy Capital Brook Venture Partners EnCap Investments HGGC Arroyo Energy Investment Brookfield Asset Management EQT Partners
    [Show full text]
  • Investor Relations Marketing & Communications Forum
    Investor Relations Marketing & Communications Forum Virtual experience 2020 September 2-3 | Available anywhere The largest global event for PE Investor Relations, Marketing & Communications A new virtual experience Customize your agenda Available anywhere Industry leading IR and Mix and match 3 think tank Enjoy the Forum from the marketing content selections, 3 interactive comfort of your home office and The Forum’s in-depth sessions are discussion rooms, 12 breakouts on-demand access for up to 12 designed to help you formulate and panel sessions to your liking months after the event is over effective plans and develop crucial for a personalize event strategies to attract investors experience A new kind of networking Built-in calendar and Networking lounges Gain early access to the attendee automated reminders Explore and meet with industry list and start scheduling 1-to-1 Easily download and sync your service providers to discover the or small group meetings or direct event agenda with preferred latest trends and technologies message fellow attendees in tracks and 1-to-1 meetings to your advance own work calendar Speakers include Marilyn Adler Nicole Adrien Christine Anderson Mary Armstrong Michael Bane Managing Partner Chief Product Officer Senior Managing Senior Vice President, Head of US Investor Mizzen Capital and Global Head of Director, Global Head Global Head of Relations Client Relations of Public Affairs & Marketing and Ardian Oaktree Capital Marketing Communications Blackstone General Atlantic Devin Banerjee Charles Bauer Gina
    [Show full text]
  • Pushing Diversity April Evans Wants More Women in Private Equity
    Issue 166 • November 2018 • www.privatefundsmanagement.net FINANCE • LEGAL • COMPLIANCE • OPERATIONS • TAX PUSHING DIVERSITY APRIL EVANS WANTS MORE WOMEN IN PRIVATE EQUITY CYBER-RISK MANAGEMENT SWEDEN SOUR DRIVING TECH IN PE How are you protecting The country rules carry is What you need to know about your data? taxed as income blockchain and AI Local Insight. Global Thinking. EisnerAmper provides services to leading investment advisors in the global private equity marketplace. We have a dedicated and well-established private equity funds group providing services to private equity firms and their portfolio companies. Our approach is to provide our clients with smart, analytical insights delivered with a personal touch. We build strong and lasting client relationships by creating trust through clear and open communication. Our value lies in helping clients get to where they need to be and supporting them along the way; making global local. EisnerAmperGlobal.com Learn more at EisnerAmper.com/PE and check out our global capabilities at Global and national Provide services Gives fresh local & Offer customized capabilities that: to all sizes global perspectives services & innovative approaches EisnerAmper provides a comprehensive range of services, including: Buy-side due diligence Tax structuring and consulting C Tax due diligence and structuring G LO Auditing funds and performance N S Portfolio company audit TI I S N E G V PRIVATE EQUITY N I FUND SERVICES • Business Plan Modeling • GP Structuring • Audit and Tax Services • SEC Reporting • Deal Structuring M • Tax Structuring and Compliance A X • Estate/Wealth Planning I M I Z G I N N I T G I X G E R O W T H IT structuring and efficiencies Sell-side due diligence Bolt-on acquisition consulting Tax advisory EisnerAmper Global is a company limited by guarantee incorporated in the United Kingdom under theEisnerAmper Companies Global Act 2006.
    [Show full text]
  • Section 904 2 FY 16 Boilerplate Report-Fiscal Year
    Michigan Public Schools Pension - MPSERS RATES OF RETURN - GROSS Periods Ending December 31, 2015 PERFORMANCE SUMMARY REPORT MKT VAL $ % of 10 Years 7 Years 5 Years 3 Years 1 Year Qtr 1 Month ITD Incept Date TOTAL PLAN TOTAL PUBLIC SCHOOL 42,576,509,651 100.0 6.60 10.07 9.16 10.02 2.79 2.02 -0.65 9.34 01-01-79 1 MPSERS TOTAL PLAN POLICY 6.41 10.77 8.86 9.26 2.24 1.74 -0.92 DOMESTIC EQUITY TOTAL DOMESTIC EQUITY 11,853,289,003 27.8 7.38 15.04 12.11 15.04 -0.49 5.37 -1.85 9.12 09-01-91 S&P COMPOSITE 1500 7.41 14.97 12.39 14.90 1.01 6.59 -1.88 TOTAL ACTIVE EQUITY 6,748,413,351 15.9 7.27 15.00 11.93 15.01 -1.77 4.39 -1.90 10.46 01-01-79 2 SP1500 7.41 14.97 12.39 14.90 1.01 6.59 -1.88 TOTAL INTERNAL ACTIVE 4,035,653,434 9.5 6.87 14.34 11.48 14.32 -2.70 3.24 -2.31 4.64 02-01-00 S&P 500 7.31 14.81 12.57 15.13 1.38 7.04 -1.58 4.42 LARGE CAP CORE 1,689,173,074 4.0 15.42 12.09 15.27 -7.31 -1.64 -3.08 6.49 08-01-07 S&P 500 14.81 12.57 15.13 1.38 7.04 -1.58 6.41 LARGE CAP GROWTH 1,235,145,135 2.9 9.16 17.48 14.36 18.66 5.99 8.51 -1.13 2.64 01-01-00 3 SP500 GROWTH BLEND 8.78 16.56 14.06 17.19 5.52 7.86 -1.52 3.24 4 ALL CAP GARP 735,823,088 1.7 8.66 15.26 -0.14 6.26 -2.16 16.50 04-01-09 S&P COMPOSITE 1500 12.39 14.90 1.01 6.59 -1.88 17.58 CONCENTRATED EQUITY FUND 284,249,262 0.7 -10.37 4.39 -2.96 0.24 05-01-13 S&P COMPOSITE 1500 1.01 6.59 -1.88 11.73 LARGE CAP VALUE 73,204,655 0.2 4.15 10.01 8.45 10.20 -7.57 3.71 -2.59 5.50 01-01-00 5 SP500 VALUE BLEND 5.69 12.96 10.96 12.83 -3.13 6.05 -1.68 4.72 ABSOLUTE RETURN INCOME FUND 0 0.0 01-01-09 60% S&P 500/40%
    [Show full text]
  • FT PARTNERS RESEARCH 2 Fintech Meets Alternative Investments
    FT PARTNERS FINTECH INDUSTRY RESEARCH Alternative Investments FinTech Meets Alternative Investments Innovation in a Burgeoning Asset Class March 2020 DRAFT ©2020 FinTech Meets Alternative Investments Alternative Investments FT Partners | Focused Exclusively on FinTech FT Partners’ Advisory Capabilities FT Partners’ FinTech Industry Research Private Capital Debt & Raising Equity Sell-Side / In-Depth Industry Capital Buy-Side Markets M&A Research Reports Advisory Capital Strategic Structuring / Consortium Efficiency Proprietary FinTech Building Advisory FT Services FINTECH Infographics Partners RESEARCH & Board of INSIGHTS Anti-Raid Advisory Directors / Advisory / Monthly FinTech Special Shareholder Committee Rights Plans Market Analysis Advisory Sell-Side Valuations / LBO Fairness FinTech M&A / Financing Advisory Opinion for M&A Restructuring Transaction Profiles and Divestitures Named Silicon Valley’s #1 FinTech Banker Ranked #1 Most Influential Person in all of Numerous Awards for Transaction (2016) and ranked #2 Overall by The FinTech in Institutional Investors “FinTech Excellence including Information Finance 40” “Deal of the Decade” • Financial Technology Partners ("FT Partners") was founded in 2001 and is the only investment banking firm focused exclusively on FinTech • FT Partners regularly publishes research highlighting the most important transactions, trends and insights impacting the global Financial Technology landscape. Our unique insight into FinTech is a direct result of executing hundreds of transactions in the sector combined with over 18 years of exclusive focus on Financial Technology FT PARTNERS RESEARCH 2 FinTech Meets Alternative Investments I. Executive Summary 5 II. Industry Overview and The Rise of Alternative Investments 8 i. An Introduction to Alternative Investments 9 ii. Trends Within the Alternative Investment Industry 23 III. Executive Interviews 53 IV.
    [Show full text]
  • The Longest Running Global Event for ESG in Private Markets Privateequityinternational.Com/Rif
    9 – 10 November | Hilton Tower Bridge, London The longest running global event for ESG in private markets privateequityinternational.com/rif Co-hosted by The longest-running private equity forum focused on bringing together fund managers, institutional investors, and expert advisors to discuss ESG issues across alternative asset classes will Contents return to London on 9 – 10 November, co-hosted with the PRI. » Keynote » Agenda highlights » Featured speakers » Networking opportunities » Sample attendees » Sponsors » Book now As an investor in private equity only, the PEI Responsible Investment Forum is our number one go to event for learning, sharing and networking around ESG. Anna Follér Sustainability Manager AP6 PEI Responsible Investment Forum KEYNOTE Christian Sinding CEO and Managing Partner EQT What moving to net-zero practically means for private equity Hear from one of the largest private equity firms in Europe. Discover practical steps for developing an approach to ESG at the longest-running private equity event focused on sustainability. PEI Responsible Investment Forum 3 of 13 | back to contents Agenda highlight: The role of ESG value creation With ESG increasingly becoming a fundamental part of value creation strategy, this is a topic at the forefront of fund manager and investor minds as a way to increase multiple at exit. Sustainable value creation: how ESG has moved from a cost centre to a value driver Case study: highlighting why net-zero initiatives » Getting buy-in from the investment team, how are a value
    [Show full text]
  • CCMP Capital Advisors, LLC (“CCMP”) Exclusively for Attendees of the Independent Petroleum Association of America Private Capital Conference
    February 2011 Disclaimer This presentation has been prepared by CCMP Capital Advisors, LLC (“CCMP”) exclusively for attendees of the Independent Petroleum Association of America Private Capital Conference. This presentation contains confidential and proprietary information relating to CCMP and its managed funds and portfolio investments, including CCMP Capital Investors II, L.P. and its parallel regulatory vehicles and alternative vehicles (collectively, “Fund II” or “CCMP Fund II”) and J.P. Morgan Partners Global Investors, L.P. and its parallel regulatory vehicles and alternative vehicles (collectively, the “Global Fund”). All recipients agree that they will keep confidential all information contained herein and not already in the public domain. Any reproduction or distribution of this presentation, in whole or in part, or the disclosure of its contents, without the prior written consent of CCMP is prohibited. By accepting this presentation, each recipient agrees to the foregoing. The portfolio company descriptions contained herein are believed to be reliable, but CCMP and its affiliates do not warrant to their completeness or accuracy and such descriptions are not intended to be complete descriptions of such entities. All opinions, estimates and forecasts of future performance are based on information available to CCMP and its affiliates as of the date of this publication, and are subject to change. The information in this report has not been audited or reviewed by independent public accountants (unless otherwise indicated). The information contained in this presentation is not intended as an offer or solicitation for the purchase or sale of any security. On August 1, 2006, the buyout and growth equity investment team of J.P.
    [Show full text]