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2020 13Th Annual 2020 13TH ANNUAL 13TH ANNUAL ALTERNATIVEALTERNATIVE INVESTMENTSINVESTMENTS CONFERENCECONFERENCE PRESENTED BY TRANSFORMATIVE STRATEGIES TO DRIVE PORTFOLIO PERFORMANCE: As technology and financial innovation accelerate, strategies across asset classes are converging to unlock value. HOSTED BY THE INSTITUTE FOR PRIVATE CAPITAL UNC KENAN-FLAGLER BUSINESS SCHOOL www.uncaic.com/2020 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL March 5th CAMPUS BOX 3440, MCCOLL BUILDING The Carolina Inn CHAPEL HILL, NC 27599-3440 The University of North Carolina at Chapel Hill FASTER FORWARD 13TH ANNUAL 2Make changeWELCOME an opportunity instead of a challenge. Turn to us for the kind of technology, insight and service that helps Investing with Insight 3achieve yourSPONSORS goals – so you can focus on your core business. and Conviction 4-5For moreCONFERENCE information, visit AGENDA northerntrust.com or contact: KEYNOTE SPEAKERSMichael Blake 8-9 Since 1972, Adams Street Partners has focused on investing in private 312-444-5655 markets globally across vintages and multiple economic cycles. With a 10-29 PANEL [email protected] & ROUNDTABLE DISCUSSIONS global platform that benefits from investment experience, proprietary data, and trusted relationships, we target opportunities with high growth, 31 THE INSTITUTE FOR PRIVATE CAPITAL innovation-driven investment theses. ACHIEVE GREATER 35 UNC KENAN-FLAGLER PRIVATE EQUITY CLUB Adams Street invests across a range of dedicated private TABLE OF CONTENTS TABLE market strategies: Primary Fund Investments Secondaries Co-Investments Venture Capital Growth Equity Private Credit WELCOME For more information, visit us at adamsstreetpartners.com On behalf of the Institute for Private Capital at UNC Kenan-Flagler, we welcome you to the 13th Annual Alternative Investments Conference. We are pleased to present a highly regarded group of keynote speakers and panelists from leading investment firms and organizations who will share their insights on current issues and trends in the alternative investments industry. We appreciate the generous support of our sponsors and alumni Institute for Private Capital who have continued to make this annual event a success. We thank you for joining us and look forward to a successful event. ASSET SERVICING \ ASSET MANAGEMENT \ WEALTH MANAGEMENT Sincerely, THE INSTITUTE FOR PRIVATE CAPITAL UNC© 2020Kenan-Flagler Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Alternative Investment Conference Alternative Investment Conference Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For legal and regulatory information about individual market offices, visit northerntrust.com/disclosures. 2 39 FASTER FORWARD LEAD Make change an opportunity instead of a challenge. Turn to SPONSORS us for the kind of technology, insight and service that helps achieve your goals – so you can focus on your core business. GOLDInvesting with Insight NOTES For more information, visit northerntrust.com or contact: and Conviction Michael Blake 312-444-5655 Since 1972, Adams Street Partners has focused on investing in private markets globally across vintages and multiple economic cycles. With a [email protected] global platform that benefits from investment experience, proprietary data, and trusted relationships, we target opportunities with high growth, innovation-driven investment theses. ACHIEVE GREATER Adams Street invests across a range of dedicated private market strategies: Primary Fund Investments Secondaries SILVERCo-Investments Venture Capital Growth Equity BRONZEPrivate Credit For more information, visit us at adamsstreetpartners.com GROUP Institute for Private Capital ASSET SERVICING \ ASSET MANAGEMENT \ WEALTH MANAGEMENT MEDIA & © 2020 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. ® Alternative Investment Conference Alternative Investment Conference Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust CONTRIBUTING Corporation may vary in different markets and are offered in accordance with local regulation. For legal and regulatory information about individual market offices, visit northerntrust.com/disclosures. 3 38 THURSDAY MARCH 5TH Discover. Invest. TIME LOCATION EVENT 8:15 – 9:00 am Colonnade CHECK IN & BREAKFAST Breakthrough. 9:00 – 9:15 am Hill Ballroom WELCOME Greg Brown, Prof. – UNC Chapel Hill & Research Director, Institute for Private Capital Echo Health Ventures invests to build 9:15 – 11:00 am Hill Ballroom INVESTMENT COMMITTEE VOTING AND THE FINANCING OF INNOVATION Keynote: Matthew Rhodes-Kropf, Associate Professor of Finance, MIT and grow great health care companies. 2020 TRENDS IN GOVERNANCE Keynote: Dominic Garcia, CIO, New Mexico Public Employees Retirement Association PERSPECTIVES ON INFRASTRUCTURE INVESTING Keynote: Janet Cowell, Chair Investor Advisory Committee, IFM Investors, CEO, Girls Who Invest 11:00 – 11:30 am Colonnade BREAK/NETWORKING 11:30 – 12:50 pm Chancellor’s CONFERENCE AGENDA CONFERENCE PRIVATE EQUITY OPPORTUNITIES IN THE CURRENT ENVIRONMENT Ballroom Keynote: Steve Langman, Co-Founder, Rhône Group (Luncheon) 12:50 – 1:00 pm Colonnade BREAK – REFRESHMENTS AVAILABLE 1:00 – 2:00 pm Hill South PANEL DISCUSSION SESSION IA: FINANCIAL TECHNOLOGY Moderator: Kim Evans, SVP – North American Head of Private Capital Fund Services, Northern Trust Panelists: Craig Demko, Director of Private Equity,for NC moreDept. of State information Treasurer visit our Mike Long, Managing Director, Global Head of Tech Enabled Services, Jefferies RESTRUCTURING DISTRESSED ASSET SUPPORT SERVICES Greg Seward, Executive Vice President, General website Counsel, Liveat Oak KFPEFund.com Bank Unique Solution to Investors, Lenders Creative Solutions to Capital and and Creditor Constituencies Operating Restructurings 1:00 – 2:00 pm Hill Central PANEL DISCUSSION SESSION IB: DRIVING DIVERSITY IN ALTERNATIVES Demonstrated expertise in the active Full range of Restructuring advisory services Moderator: Sharmila Kassam, CEO/Founder, Aligned Capital Investing management of troubled asset portfolios, to companies, lenders, institutional investors, consistently yielding optimum recoveries Panelists: Kristen Doyle, Partner, Aon Hewitt the legal community and other creditor constituencies Cindy Esparragoza, Academic Outreach and Program Manager, Girls Who Invest on behalf of its stakeholders Betty Salanic, CEO, Accelerate Investors 1:00 – 2:00 pm Hill North ROUNDTABLE DISCUSSION SESSION I: PRIVATE EQUITY Moderator: Rich Carson, Managing Director, Cambridge Associates Participants: Wes Bradle, Senior Portfolio Manager, Florida SBA INVESTMENT BANKING PRINCIPAL INVESTING Peter Cornelius, Managing Director, AlpInvest Partners Opportunistic Investing in Comprehensive Strategic Advice Sofia Gertsberg, Principal, Investment Risk, HarbourVest Partners Distressed Middle Market and Innovative Solutions Institute for Private Capital Miguel Gonzalo, Partner, Head of Investment Strategy, Adams Street Partners Businesses Full range of Investment Banking services, Nitin Gupta, Managing Partner, Flexstone Partners Sourcing and underwriting of investment in both stable, growth oriented going concerns Ed McMahan, Managing Partner, Falfurrias Capital Partners opportunities to maximize risk adjusted as well as special situations, to assist achieving Peter Witte, Associate Director, Private Equity, Ernst & Young returns for its investors capital market, recovery, and monetization objectives 2:00 – 2:10 pm Colonnade BREAK – REFRESHMENTS AVAILABLE 2:10 – 3:10 pm Hill South PANEL DISCUSSION SESSION IIA: RESPONSIBLE INVESTING Moderator: Samar Abbas, Vice President, StepStone www.soliccapital.com Panelists: Laurence Gottlieb, Chairman and CEO, Fundamental Advisors Ross Koenig, Vice President, RCP Advisors Allison Spector, Director, Sustainability, Nuveen Alternative Investment Conference Alternative Investment Conference ©2020 SOLIC Capital. All rights reserved. Investment banking, private placement, merger, acquisition and divestiture services offered through SOLIC Capital, LLC. Realizing Value … Delivering Results Member FINRA/SIPC. SOLIC Capital Management, LLC is a Registered Investment Adviser in the State of Illinois. SOLIC is not a certified public accounting firm and does not provide audit, attest, or public accounting services. 4 CONFERENCE AGENDA CONFERENCE If you are interested in collaborating with the Fund please contact: [email protected] TIME LOCATION EVENT 2:10 – 3:10 pm Hill Central PANEL DISCUSSION SESSION IIB: EMERGING TRENDS IN PRIVATE CAPITAL FUNDS Moderator: Patrick Hartley, Fellow, Kenan Institute of Private Enterprise Panelists: Robert Annas, Managing Director, SOLIC Capital The Kenan-Flagler Private Equity Fund is a student-run fund with more Sid Murdeshwar, Managing Director, Co-Investments, The Carlyle Group/AlpInvest than $6.0 million of committed capital under management. The fund, Dave Philipp, Managing Director and Senior Portfolio Manager, Crestline Investors launched in 2007, is the first and only student-run fund associated with Avi Turetsky, Managing Director, Quantitative Research, Landmark Partners a top-tier global business school that seeks to provide real returns to its limited partners. 2:10 – 3:10 pm Hill North ROUNDTABLE DISCUSSION SESSION II: REAL ASSETS
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