Guest Speakers from 1997 to Present Arranged by Institution Name 05/21
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Private Equity Overview
Private Equity Overview Faegre Drinker’s national private equity practice FOCUSED on the has the experience to deliver success in large, middle market sophisticated transactions, as well as the agility and rate structure to equally excel in smaller transactions. Our private equity team is a core part of our 175-lawyer M&A practice, which over the past three years has OVER 175 dedicated closed over 725 deals with an aggregate value of over $100 billion. M&A professionals We know the private equity deal market, and we understand and apply the latest structures, strategies and practices for private equity deals, with extensive OVER 725 M&A deals experience on both the buy-side and the sell-side. We deliver value in advising funds, management, over the past three years co-investors and portfolio companies throughout the private equity life cycle. From acquisitions, to minority and control investments, day-to-day counseling, add- on acquisitions, recapitalizations and restructurings, OVER $100 BILLION and ultimately to the array of exit events, we provide aggregate deal value practical guidance and solutions throughout the full over the past three years range of opportunities and issues. We team with our national-level fund formation and governance professionals to offer additional levels of insight and experience, and we capitalize on the knowledge of our over 1,300 attorneys, consultants and professionals to deliver top-level value and results. Our team represents clients and leads transactions across a wide range of industries, including Sources say the group is manufacturing, consumer and retail, insurance, food and beverages, sports and entertainment, industrials, ‘excellent technically and, from a transportation and logistics, communications and media, health care, life sciences, education, financial customer service perspective, goes services, and technology. -
Advancing the Role of the Finance Executive
Advancing the role of the finance executive Built on the back of in-depth conversations with private equity CFOs, a 20-year heritage of our CFO community and the annual conference Contents » Connect. Evolve. Advance. » Past attendees list » Testimonials » Product offering » Messaging platform functionality » Unlock your networking opportunities with our virtual platform » Events 2 of 13 Advance your career Get direct access to industry peers and specialists who are tackling the same problems and obstacles you face. Benchmark your strategies and solutions to progress Connect. with confidence. Evolve. Advance your team Successful CFOs have a strong support team. Give Advance. your COO, CIO CCO, Finance Director and Controller The industry defining CFO & COO Forum All Access. Dive into a wide range of operational hot is now just one of the many essential topics from tax and compliance to recruitment, data updates we’ll give you throughout the year security management and cyber risk. with your CFO All Access subscription, designed around you to unlock: » Insider know-how – from CFO leaders at the top firms, to the innovators in the mid and lower market Advance your firm » Sector specific xpertisee – from technology to human capital to ESG The world is changing faster than ever – driven by macro issues such as climate change, a pandemic » Regulatory insight – direct from SEC global recession and political uncertainty. Progressive executives and directors strategies on ESG and diversity are no longer nice to » Authoritative market commentary – haves. LPs are directing capital to firms that take these from our acclaimed editorial team topics seriously and can show it. -
Quarterly Report Q2 2009
PEARL HOLDING LIMITED QUARTERLY REPORT Q2 2009 Quarterly report for the period from 1 April 2009 to 30 June 2009 2 PEARL HOLDING LIMITED QUARTERLY REPORT Q2 2009 PEARL HOLDING LIMITED The convertible bond issued by Pearl Holding Limited provides access to the private equity asset class. For the fi rst time, investors have the opportunity to buy into the earnings poten- tial of a broadly diversifi ed private equity portfolio, while enjoying capital protection and a 2% coupon. Its tailor-made structure makes the convertible bond suitable for German pri- vate and institutional investors (i.e. “sicherungsvermögens- und spezialfondsfähig”). This document is not intended to be an investment ad- vertisement or sales instrument; it constitutes neither an offer nor an attempt to solicit offers for the product described herein. This report was prepared using fi nan- cial information contained in the company’s books and records as of the reporting date. This information is be- lieved to be accurate but has not been audited by any third party. This report describes past performance, which may not be indicative of future results. The com- pany does not accept any liability for actions taken on the basis of the information provided. 3 TABLE OF CONTENTS 1 Investment manager´s report 4 2 Private equity market environment 8 3 Portfolio allocation 10 4 Portfolio 12 5 Portfolio overview 14 6 Financial figures 17 4 PEARL HOLDING LIMITED QUARTERLY REPORT Q2 2009 1 INVESTMENT MANAGER´S REPORT NAV in the context of the economic were offset to a certain extent by IFRS va- downturn luation methods used by the investment manager to refl ect the “fair value” of Pearl’s Against the backdrop of a persistently dif- portfolio. -
Partners Group Private Equity
SECURITIES AND EXCHANGE COMMISSION FORM NPORT-P Filing Date: 2020-08-26 | Period of Report: 2020-06-30 SEC Accession No. 0001752724-20-174334 (HTML Version on secdatabase.com) FILER Partners Group Private Equity (Master Fund), LLC Mailing Address Business Address 1114 AVENUE OF THE 1114 AVENUE OF THE CIK:1447247| IRS No.: 800270189 | State of Incorp.:DE | Fiscal Year End: 0331 AMERICAS AMERICAS Type: NPORT-P | Act: 40 | File No.: 811-22241 | Film No.: 201137479 37TH FLOOR 37TH FLOOR NEW YORK NY 10036 NEW YORK NY 10036 212-908-2600 Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document ITEM 1. SCHEDULE OF INVESTMENTS. The Schedule(s) of Investments is attached herewith. Partners Group Private Equity (Master Fund), LLC (a Delaware Limited Liability Company) Consolidated Schedule of Investments — June 30, 2020 (Unaudited) The unaudited consolidated schedule of investments of Partners Group Private Equity (Master Fund), LLC (the “Fund”), a Delaware limited liability company that is registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”), as a non-diversified, closed-end management investment company, as of June 30, 2020 is set forth below: INVESTMENT PORTFOLIO AS A PERCENTAGE OF TOTAL NET ASSETS Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Partners Group Private Equity (Master Fund), LLC (a Delaware Limited Liability Company) Consolidated Schedule of Investments — June 30, 2020 (Unaudited) Acquisition Fair Industry Shares Date Value Common Stocks (2.38%) Asia - Pacific (0.06%) Alibaba Group Holding Ltd. Technology 06/19/20 4,439 $ 957,581 APA Group Utilities 02/11/16 360,819 2,765,432 Total Asia - Pacific (0.06%) 3,723,013 North America (1.09%) American Tower Corp. -
Private Equity Summary Report–July 2017
Health Care Market Intelligence 2017 Private Equity Summary Report–July 2017 Table of Contents 1. A Mid-Year Review: 2017 Healthcare M&A 1. A Mid-Year Review: and Private Equity Landscape 2017 Healthcare M&A and PE Landscape A Look Back at the First Half of 2017 … 2. By the Numbers: Mid-Year At the midpoint of 2017, deal data suggests deal volume (both PE and M&A) 2017 M&A and PE Data continues to trend downward – a trend that started in 2016 – however, despite - Healthcare TEV/EBIDTA this, deal values are experiencing a surge. - M&A: Healthcare Services Activity Healthcare According to PwC, despite uncertainty on the healthcare reform - M&A: Healthcare M&A front, U.S. deal volume remained stable in the first half of 2017. Technology Activity HealthcareMandA.com, a unit of Irving Levin, found: - Digital Health Funding • M&A tapered off a bit in Q2 2017 compared to Q1 2017; deal volume fell 2011 – H1 2017 15% to 366 transactions (430 in Q1 2017). - Healthcare PE Deal Activity Volume Value • Deal volume was also down 14% from the same quarter in 2016. - Healthcare PE Exit Trends • That said, deal value reached $95.8 billion, an increase of 62% compared 3. 2017 H1 Activity: to Q1 2017 ($59.1 billion). Notable Developments Q2’s surge in deal value was in part attributed to investors’ acceptance 4. Looking Ahead: that healthcare reform would be a longer process than initially Remainder of 2017 anticipated. Healthcare PitchBook data suggests a significant increase in the value of PE PE investments in the first half of 2017 compared to the same period in 2016. -
Financial Technology Sector Summary
Financial Technology Sector Summary July 30, 2014 Financial Technology Sector Summary Table of Contents I. GCA Savvian Overview II. Market Summary III. Payments / Banking IV. Securities / Capital Markets / Data & Analytics V. Healthcare / Insurance I. GCA Savvian Overview GCA Savvian Overview Highlights Firm Statistics GCA Savvian Focus . Over 225 professionals today Mergers & Acquisitions Private Capital Markets . Full spectrum of buy-side, sell- . Agented private capital raiser . Headquarters in San Francisco and Tokyo; offices in New side and strategic advisory York, London, Shanghai, Mumbai, and Osaka . Equity and debt capital markets . Public and private company advisory services experience . Provides mergers and acquisitions advisory services, private . Core competency, with important capital & capital markets advisory services, and principal . Strategic early-stage growth relationships among the venture investing companies through industry capital and private equity defining, multi-billion dollar community transactions . Over 500 transactions completed . Publicly traded on the Tokyo Stock Exchange (2174) Senior level attention and focus, Relationships and market extensive transaction intelligence; a highly experienced team in experience and deep domain insight the industry Global Advisory Firm Market Positioning Bulge Bracket Growth Sector Focus Transaction Expertise . Senior Team with . Growth Company Focus Unparalleled Transaction . Sector Expertise / Domain Experience Knowledge . Highest Quality Client . Private Capital Access -
Kellogg PEVC Alumni Tracker: 2002 - 2012 NOTE: Please Submit Updates to Debbie at [email protected]
Kellogg PEVC Alumni Tracker: 2002 - 2012 NOTE: Please submit updates to Debbie at [email protected] Year First Name Last Name Fund Metro Area 2006 Christopher Mitchell Roark Capital Group Atlanta 2007 Andrea Malik Roe CRH Holdings, LLC Atlanta 2007 Peter Pettit MSouth Equity Partners Atlanta 2010 Kenny Shum Stone Arch Capital Atlanta 2004 Jesse Sandstad EquityBrands LLC Austin 2004 Harold Marshall Long Branch Capital Austin 2005 Jeff Turk Council Oak Investors Austin 2009 Dave Wride 44Doors Austin 2011 Dave Alter Austin Ventures Austin 2002 Benjamin Kahn H.I.G. Growth Partners Boston 2003 Patrick Davenport Twinstrata Boston 2004 Brian Sykora Lineage Capital Boston 2004 Justin Crotty OC&C Strategy Consultants Boston 2005 Jeff Steeves CSN Stores LLC Boston 2005 Erik Zimmer Thomas H. Lee Partners, L.P. Boston 2009 Adam Garcia Evelof Castanea Partners Boston 2010 Geoff Bowes CareGroup Investment Office Boston 2010 Rajesh Senapati HarbourVest Partners, LLC Boston 2010 Patrick Boyaggi Leader Bank Boston 2010 Mark Anderegg Little Sprouts, LLC Boston 2011 Kearney Shanahan Solamere Capital LLC Boston 2012 Jon Wakelin Altman Vilandrie & Company Boston 2012 Kelly Newton GenSyn Technologies Boston 2003 William McMahan Falfurrias Capital Partners Charlotte 2003 Will Stevens SilverCap Partners Charlotte 2002 Evan Norton Abbott Ventures Chicago 2002 John Fitzgerald Argo Management Partners Chicago 2002 Jason Mehring BlackRock Kelso Capital Chicago 2002 Phillip Gerber Fulton Capital Partners Chicago 2002 Evan Gallinson Merit Capital Partners -
Private Equity Benchmark Report
Preqin Private Equity Benchmarks: All Private Equity Benchmark Report As of 31st March 2014 alternative assets. intelligent data. Preqin Private Equity Benchmarks: All Private Equity Benchmark Report As of 31st March 2014 Report Produced on 9th October 2014 This publication is not included in the CLA Licence so you must not copy any portion of it without the permission of the publisher. All rights reserved. The entire contents of the report are the Copyright of Preqin Ltd. No part of this publication or any information contained in it may be copied, transmitted by any electronic means, or stored in any electronic or other data storage medium, or printed or published in any document, report or publication, without the express prior written approval of Preqin Ltd. The information presented in the report is for information purposes only and does not constitute and should not be construed as a solicitation or other offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction, or as advice of any nature whatsoever. If the reader seeks advice rather than information then he should seek an independent fi nancial advisor and hereby agrees that he will not hold Preqin Ltd. responsible in law or equity for any decisions of whatever nature the reader makes or refrains from making following its use of the report. While reasonable efforts have been used to obtain information from sources that are believed to be accurate, and to confi rm the accuracy of such information wherever possible, Preqin Ltd. Does not make any representation or warranty that the information or opinions contained in the report are accurate, reliable, up-to-date or complete. -
The Brief Mergermarket’S Weekly Private Equity Round-Up
The Brief mergermarket’s Weekly Private Equity Round-Up 4 December 2009 | Issue 41 Editorial 1 The Noticeboard 2 Private Equity Opportunities 3 Deals of the Week 9 Pipeline 16 Statistics 19 League & Activity Tables 22 Top Deals 31 Investor Profile: Blackstone Group Holdings LLC 34 Notes & Contacts 36 The Week That Was..... The last seven days: private equity in review Over the past seven days, global private equity deal Mongolia-based Gobi Coal and Energy from En+ Group making was steady but somewhat unspectacular with for US$25m. Although the value of the deal falls firmly 15 transactions coming to the market, worth a collective in the lower end of the market, it is the largest private US$2.57bn. The top deal of the week was seen in Italy equity-related deal announced in Mongolia this decade. where Bridgepoint Capital and AXA Private Equity moved to acquire the gaming business of Snai, the company Deal flow over the second half of 2009 has certainly engaged in the design, construction and provision of suggested that private equity houses are becoming technology and services in the gambling industry, for a increasingly willing to return to the market after the total consideration of US$898m. global financial crisis. However, this week there was a sharp reminder to the asset class that the effects of The deal could prove to be an astute investment by the the economic downturn will be felt for some time yet buyout houses with Italy’s gaming market the second with beleaguered buyout firm Candover announcing largest in Europe and tipped to see annual growth of that it has agreed with investors to terminate the €3bn around 4-6% over the next five years. -
990-PF and Its Instructions Is at Www
l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491314002224 Return of Private Foundation OMB No 1545-0052 Form 990 -PF or Section 4947 (a)(1) Trust Treated as Private Foundation 0- Do not enter Social Security numbers on this form as it may be made public . By law, the 2013 IRS cannot redact the information on the form. Department of the Treasury 0- Information about Form 990-PF and its instructions is at www. irs.gov /form990pf . Internal Revenue Service For calendar year 2013 , or tax year beginning 01-01-2013 , and ending 12-31-2013 Name of foundation A Employer identification number John D and Catherine T MacArthur Foundation Consolidated 23-7093598 Number and street ( or P 0 box number if mail is not delivered to street address ) Room / suite 6 ieiepnone number ( see instructions) 140 South Dearborn Street No 1200 (312) 726-8000 City or town, state or province , country, and ZIP or foreign postal code C If exemption application is pending, check here F Chicago, IL 606035285 G Check all that apply r'Initial return r'Initial return of a former public charity D 1. Foreign organizations , check here F r-Final return r'Amended return 2. Foreign organizations meeting the 85% test, r Address change r'Name change check here and attach computation E If private foundation status was terminated H Check type of organization Section 501( c)(3) exempt private foundation und er section 507 ( b )( 1 )( A ), c hec k here F_ Section 4947 (a)(1) nonexempt charitable trust r'Other taxable private foundation I Fair market value of all assets at end J Accounting method F Cash F Accrual F If the foundation is in a 60-month termination of year (from Part II, col. -
Financial Technology Sector Summary
Financial Technology Sector Summary May 7, 2014 Table of Contents I. GCA Savvian Overview II. Market Summary III. Payments / Banking IV. Securities / Capital Markets / Data & Analytics I. GCA Savvian Overview GCA Savvian Overview Highlights Firm Statistics GCA Savvian Focus . Over 225 professionals today Mergers & Acquisitions Private Capital Markets . Full spectrum of buy-side, sell- . Agented private capital raiser . Headquarters in San Francisco and Tokyo; offices in New side and strategic advisory York, London, Shanghai, Mumbai, and Osaka . Equity and debt capital markets . Public and private company advisory services experience . Provides mergers and acquisitions advisory services, private . Core competency, with important capital & capital markets advisory services, and principal . Strategic early-stage growth relationships among the venture investing companies through industry capital and private equity defining, multi-billion dollar community transactions . Over 500 transactions completed . Publicly traded on the Tokyo Stock Exchange (2174) Senior level attention and focus, Relationships and market extensive transaction intelligence; a highly experienced team in experience and deep domain insight the industry Global Advisory Firm Market Positioning Bulge Bracket Growth Sector Focus Transaction Expertise . Senior Team with . Growth Company Focus Unparalleled Transaction . Sector Expertise / Domain Experience Knowledge . Highest Quality Client . Private Capital Access Service . Late Stage Private through . Broad Network Including -
2019 Welcome
Panel Sessions Panel 2019 Welcome 12TH ANNUAL ALTERNATIVEALTERNATIVE INVESTMENTSINVESTMENTS CONFERENCECONFERENCE presented by POSITIONING PORTFOLIOS FOR THE LATE-STAGE CYCLE ENVIRONMENT HOSTED BY THE INSTITUTE FOR PRIVATE CAPITAL AND THE UNC KENAN-FLAGLER PRIVATE EQUITY CLUB www.uncaic.com March 28th The Carolina Inn THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 11 2 Welcome 3-4 Conference Agenda 5 Sponsors 6-7 Keynote Speakers 8-29 Panel Sessions & Roundtable Discussions 30 Kenan Investment Management Fellowship 31 UNC Kenan-Flagler Private Equity Club table of contents table 32 UNC Kenan-Flagler Private Equity Fund 34 The Institute for Private Capital On behalf of the Institute for Private Capital and the Private Equity Club at UNC Kenan-Flagler, we welcome you to the 12th 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 topics in the alternative investments industry. We appreciate the generous support of our sponsors and alumni who have continued to make this annual event a success. We thank you for joining us and look forward to a successful event. Sincerely, THE INSTITUTE FOR PRIVATE CAPITAL THE PRIVATE EQUITY CLUB UNC Kenan-Flagler UNC ALTERNATIVE INVESTMENTS CONFERENCE UNC ALTERNATIVE 2 CONFERENCE AGENDA thursday, MARCH 28 TIME LOCATION EVENT Conference agenda 9:00 – 9:45 AM COLONNADE CHECK IN & BREAKFAST 9:45 – 10:00 AM HILL BALLROOM WELCOME Prof. Greg