Connecting 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 2 Keynote Speakers 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. Host Carmo Companies is a New York based institutional capital introduction consulting firm and professional conference organizer. We work with the most reputable real estate and private equity related operating platforms to establish capital raising relationships with leading private equity funds, institutional investors and private wealth groups located in the Americas and emerging market countries.

Contact Information

Roy Carmo Salsinha Marjorie Cucalon Nicolás Rodriguez President, CEO Partner, Carmo Capital Associate, Investor Relations T:+1-646-688-3375 T:+1-786-252-6196 T:+1-646-688-3205 [email protected] [email protected] [email protected]

Javier Vergara Erick Cruz Renato Ferreira Vice President Associate, Sales Associate, Investor Relations T:+1-646-688-5277 T:+1-646-688-5327 T:+1-646-688-3375 [email protected] [email protected] [email protected]

Catherine Correia Associate, Investor Relations T:+1-646-688-3207 [email protected] Previous Carmo Sponsors Include: 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.

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 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. 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 associate at Focus Strategies, where he advised middle market clients on , 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.

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. 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.

Jorge Martinez Chavez SVP, Alternative Assets, Private Equity Funds & Co-Investments, Citibanamex AFORE (Mexico City) Jorge is the management of the Citibanamex 's of alternative investments of over US$3.5 billion. The portfolio is comprised of real estate, private equity, energy and infrastructure investments in real assets through publicly listed vehicles including CKDs and CERPIS. He also structured and negotiated a JV with a large Canadian Pension Fund to invest in a multifamily platform focused in Mexico with the objective of deploying up to US $500M in the next 5 years. Jorge Negotiated and structured the terms of a direct co-investment lodging platform with a Mexican publicly traded REIT to develop greenfield high end hospitality projects in Mexico branded by Marriot representing a total equity investment of US$70 M for Citibanamex. He headed a US $40M investment in a private credit fund focused on senior secured lending to middle market corporations and opportunistic , the fund is to deliver 18% of net IRR. He also coordinated the ongoing analysis of the real estate portfolio of the fund that includes industrial assets, housing development projetcs, retail properties and offices totaling close to US $1.2B in assets 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.

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

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.

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. 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.

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 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.

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 Max Del Vento Principal, Brooklands Capital Strategies (New York) Max Del Vento is a Principal at Brooklands Capital Strategies where he is focused on distribution and investor engagement in the United States and Latin America. Mr. Del Vento has over 9 years of capital raising and business development expertise across private markets. Prior to joining Brooklands in 2018, Mr. Del Vento was a Principal at Centerbridge Partners in New York, primarily focused on fundraising and investor relations activities. Previously Mr. Del Vento was a Vice President at Partners Group in New York, where he was instrumental in capital raising and secondary sourcing processes. He has also held various positions at Bank of America Merrill Lynch in New York and London. Mr. Del Vento received a Master’s in Corporate Finance from the University of Barcelona, Spain, and an LL.M. degree in Law & Economics from the University of Torcuato Di Tella, Argentina. He holds a J.D., cum laude equivalent, from the University of Belgrano, Argentina.

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. Speakers 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).

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.

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 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. 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 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.

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. Speakers 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.

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 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. Agenda Outline- April 27th - DAY 1

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

10:05 am ET Keynote Speaker

Moderator:

CEO/Partner/Managing Director, Conference Sponsor

Panelists:

CEO/FOUNDER,ECONOMIST, PE FUND/UHNWI

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:

Max Del Vento, Principal, Brooklands Capital Strategies

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

Jorge Martinez Chavez, SVP, Alternative Assets, Private Equity Funds & Co-Investments, Citibanamex AFORE

Aamir H Khan, Director, Financial Institutions Development, Islamic Development Bank

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 Agenda Outline- April 27th - DAY 1

12:15pm ET Afternoon Slack Chat

Sponsored by:

12:30pm ET Special Situations, Distressed Investment & 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:

CEO/Partner/Managing Director, Conference Sponsor

Panelists:

The Global Private Equity Web Meeting Web Equity The Global Private Jim Corl, Managing Director, Siguler Guff

CEO/CIO/Managing Director, PE Fund Manager

CEO/CIO/Managing Director, PE Fund Manager

CEO/CIO/Managing Director, Institutional Investor

CEO/CIO/Managing Director, Institutional Investor Agenda Outline- April 27th - DAY 1

1:45pm ET Afternoon Slack Chat

Sponsored by:

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:

CEO/Partner/Managing Director, Conference Sponsor

Panelists:

Brett A. Hickey, CEO & Investment Committee Member, Star Mountain Capital

CEO/CIO/Managing Director, PE Fund Manager The Global Private Equity Web Meeting Web Equity The Global Private CEO/CIO/Managing Director, PE Fund Manager

CEO/CIO/Managing Director, PE Fund Manager

3:15 pm ET End of Day 1 Agenda Outline- April 28TH - DAY 2

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

10:05 am ET Keynote Speaker

Moderator:

CEO/Partner/Managing Director, Conference Sponsor

Panelists:

CEO/FOUNDER,ECONOMIST, PE FUND/UHNWI

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:

CEO/Partner/Managing Director, Conference Sponsor

Panelists: The Global Private Equity Web Meeting Web Equity The Global Private Aram Verdiyan, Principal, Accolade Partners

Jay Zhao, Partner, T Fund

Amit Kurz, Partner, Sweetwood Ventures Agenda Outline- April 28TH - DAY 2

12:15 pm ET Afternoon Slack Chat

Sponsored by:

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 The Global Private Equity Web Meeting Web Equity The Global Private Musopelo Mwanda, Investment Strategist on Sustainability, Opelo Capital Limited Agenda Outline- April 28TH - DAY 2

1:45pm ET Afternoon Slack Chat

Sponsored by:

2:00pm 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:

CEO/Partner/Managing Director, Conference Sponsor

Panelists:

Robert Spittler, Managing Director, The Silverfern Group

CEO/CIO/Managing Director, PE Fund Manager

CEO/CIO/Managing Director, Developer/Property Manager

CEO/CIO/Managing Director, Developer/Property Manager The Global Private Equity Web Meeting Web Equity The Global Private

3:15 pm ET End of Day 2 Agenda Outline- April 29TH - DAY 3

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

10:05 am ET Keynote Speaker

Moderator:

CEO/Partner/Managing Director, Conference Sponsor

Panelists:

CEO/FOUNDER,ECONOMIST, PERE FUND/UHNWI

11:05am ET Venture 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:

CEO/Partner/Managing Director, Conference Sponsor The Global Private Equity Web Meeting Web Equity The Global Private Panelists:

Brian Borton, Principal, StepStone Group

David Teten, Advisor & Venture Partner, HOF Capital

Aram Verdiyan, Principal, Accolade Partners Agenda Outline- April 29TH - DAY 3

12:15pm ET Afternoon Slack Chat

Sponsored by:

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

The Global Private Equity Web Meeting Web Equity The Global Private Brian Borton, Principal, StepStone Group

Bernard McGuire, Jr., Managing Director and member of IC, 57 Stars Agenda Outline- April 29TH - DAY 3

1:45pm ET Afternoon Slack Chat

Sponsored by:

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

The Global Private Equity Web Meeting Web Equity The Global Private Jamie Barrett, Managing Director, Acrewood Holdings

3:15 pm ET End of Web Meeting Participation Options Free: • We only invite Limited Partners at no cost. We qualify LPs as Pensions, Pension Consultants, Foundations, Sovereign Wealth Funds, Endowments, Insurance, Fund of Funds, Single Family offices, Multi Family Offices and Wealth Managers. Standard: • 1 pass to 3 day Zoom Web Meeting • 1 pass to “Slack” event networking App for 3 days $300 USD Full Access: • 1 pass to 3 day Zoom Web Meeting • 1 pass to “Slack” event networking App for 3 days • Access to full attendee list (Companies, Names, Titles, Profiles) • “Slack” event networking app only shows first and last name of 500+ attendees • Full attendee list is guide for knowing what companies and profiles attendees are (Pension, Family Office, Fund Manager, etc…) • By knowing their information, you can search who you want to message directly on “slack” networking app. $600 USD Standard Sponsorship: • Sponsorship Branding throughout Zoom Web Meeting • 3 passes to 3 day Zoom Web Meeting • 3 passes to “Slack” event networking App for 3 days

• Access to full attendee list (Companies, Names, Titles, Profiles) Carmo Connect Participation 2020 Options Connect Carmo Participation • “Slack” event networking app only shows first and last name of 500+ attendees • Full attendee list is guide for knowing what companies and profiles attendees are (Pension, Family Office, Fund Manager, etc…) • By knowing their information, you can search who you want to message directly on “slack” networking app. $1,500 USD

Register on our event Website: https://www.carmocompanies.com/the-global-real-estate-web-meeting Participation Options

Speaking Sponsorship: • 1 moderating/speaking position on panel of choice (depending on availability) • Sponsorship Branding throughout Zoom Web Meeting • 3 passes to 3 day Zoom Web Meeting • 3 passes to “Slack” event networking App for 3 days • Access to full attendee list (Companies, Names, Titles, Profiles) • “Slack” event networking app only shows first and last name of 500+ attendees • Full attendee list is guide for knowing what companies and profiles attendees are (Pension, Family Office, Fund Manager, etc…) • By knowing their information, you can search who you want to message directly on “slack” networking app. $3,000 USD

Lead Sponsorship: • 2 moderating/speaking position on panel of choice or 30-minute stand-alone presentation (depending on availability) • Lead Sponsorship Branding throughout Zoom Web Meeting • 5 passes to 3 day Zoom Web Meeting • 5 passes to “Slack” event networking App for 3 days • Access to full attendee list (Companies, Names, Titles, Profiles) • “Slack” event networking app only shows first and last name of 500+ attendees • Full attendee list is guide for knowing what companies and profiles attendees are (Pension, Family Office, Fund Manager, etc…)

Carmo Connect Participation 2020 Options Connect Carmo Participation • By knowing their information, you can search who you want to message directly on “slack” networking app. $6,000 USD

Register on our event Website: https://www.carmocompanies.com/the-global-private-equity-web-meeting Future Carmo Companies Events

The Global Real Estate Web Meeting The Canada US Private Equity Meeting

April 20th, 21st & 22nd, 2020 TBA Zoom & Slack St. Regis - Toronto

The Global Private Equity Web Meeting The Mexico US Real Estate Meeting

May 27th, 28th & 29th, 2020 October 28th, 2020 Zoom & Slack Club Piso 51, Torre Mayor – Mexico City

US Real Estate Direct/Co-Investment Meeting East The Mexico US Private Equity Meeting

September 22th, 2020 October 29th, 2020 The Metropolitan Club – NYC Club Piso 51, Torre Mayor – Mexico City

The US Euro Real Estate Meeting The Latin America US Real Estate Meeting

TBD December 1st, 2020 The Dorchester– London W South Beach – Miami (ART BASEL WEEK)

The Canada US Real Estate Meeting US Real Estate Direct/Co-Investment Meeting West

TBA March 18th, 2021 St. Regis – Toronto The Ritz Carlton- San Francisco Thank You.

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