Tuesday, November 15, 2022

8:00 AM - 9:00 AM | Registration & Networking Breakfast

9:00 AM - 9:30 AM | Opening Keynote - The Big Picture: Global Private Equity Investment Outlook

An industry economist will discuss the impact of geopolitical tensions, inflation, and rising interest rates on Private Equity, and what this impact means for the outlook of the market for the year ahead.

Speaker: Benjamin Tal, Managing Director and Deputy Chief Economist, CIBC

9:30 AM - 10:15 AM | State of the Union: Private Equity Power Panel

Private Equity experts will explore key topics in the industry, including growth equity and VC trends, the current fundraising environment, and trends in the secondaries market. The panel will also examine specialist vs generalist funds, mega vs mid-market GPs, and discuss where they are allocating their assets.

Anastasia Elia, Senior Principal, Private Equity, IMCO
Greg Delcourt, Chief Investment Officer, Alaris Equity Partners
Jennifer Pereira, Managing Director, Direct Private Equity, CPP Investments

Saar Pikar, Managing Director, OMERS Growth Equity

10:15 AM - 10:45 AM | Morning Networking Break

10:45 AM - 11:45 AM | Closed Door LP & GP Workshops: Rebalancing Portfolios and Growth Strategies

These one-hour deep-dive workshops will provide LPs and GPs with practical advice on a targeted and specialized topic. The LP session will focus on Rebalancing Portfolios and the GP session will discuss Growth Strategies.  

LP Workshop  - Rebalancing Portfolios Speakers:
Sophie Forest, Partner, Brightspark Ventures
Eli Silberstein, Manager, Investment Research, Richter Family Office

GP Workshop - Growth Strategies Speakers:
Jon McCarthy, Founder and Managing Partner, Venn Growth Partners
Kristian Rochon, Vice President, Regimen Equity Partners Inc.

11:45 AM - 12:15 PM | Spotlight Session: GP-led Secondaries: Investment Opportunities in this Growing Asset Class

This session will provide insights into GP-led secondaries, including market evolution and drivers of growth, types of deals, key players and how to invest profitably in this asset class. 

Speaker: Ricardo Lombardi, Managing Director and Global Head of Strategic Equity, ICG

12:15 PM - 1:15 PM | Networking Lunch

1:15 PM - 2:30 PM | Business Sectors Ripe for Growth: Exploring Technology, Infrastructure and More!

This panel will explore investment strategies in growing sectors, including infrastructure, technology, and life sciences. Where are the best areas for reward, and how can risks be mitigated in these booming markets? How are investors rebalancing their portfolios to incorporate these growing sectors?

Nolan J. Bederman, Founder & Managing Partner, Bederman Capital Corp.
Loren Rafeson, Partner, Growth Equity Partners, BDC Capital
Brenda Hogan, Chief Investment Officer, Ontario Capital Growth Corporation

2:30 PM - 3:00 PM | Spotlight Session: Incorporating co-investments into a private equity portfolio

Co-investments have taken on a growing role in limited partners’ private equity portfolios.  The session will discuss the important considerations and strategies needed to develop a successful co-investment program and cover the risks and benefits when undertaking a co-investment portfolio.

Moderator: David Gregoire, Vice President, Global Institutional Sales Consultant, Federated Hermes

Steve Reynard, Partner, Hermes GPE
Brooks Harrington, Head of US Investments, Hermes GPE

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3:00 PM - 3:30 PM | Afternoon Networking Break

3:30 PM - 4:15 PM | Middle Market in Private Equity – Challenges and Opportunities

Mid-market firms are surging as they offer plenty of appeal to investors, but they can also face unique challenges over the mega funds. This panel will focus on everything mid-market: growth and exit strategies, fundraising, talent retention, co-investments, and more!

Roman Kocur, Founder & Managing Partner, Massey Capital
Marat Altinbaev, Vice President, Banyan Capital Partners

4:15 PM - 5:00 PM | How to Move the Needle on ESG Data Measurement in Private Equity

Leading GPs and LPs have partnered on a standardized set of ESG metrics and data reporting through the ESG Data Convergence Initiative. This panel will discuss these benchmarks, and provide examples of how they are putting these metrics into place.

Herman Bril, Head of Responsible Investment, PSP Investments
Isaac Olowolafe Jr., Co-founder & General Partner, BKR Capital
Kookai Chaimahawong, ESG Partner, UpperStage.Capital

5:00 PM - 5:30 PM | Spotlight Session 3

5:30 PM - 7:00 PM | Networking Cocktail Reception

7:00 PM - 9:00 PM | Gala Dinner with Fireside Chat*

7:00 PM - 7:30 PM : Fireside Chat with Industry Leaders
For this dinner fireside chat, industry leaders offer their insight and advice, and provide anecdotal examples of successful investments.

7:30 PM - 9:00 PM : Dinner

*additional fee may be required