October 1-3, 2007
Wynn Las Vegas, Las Vegas, Nevada
TEXT AGENDA (as of 9-11-2007)______

Participants and Speakers include:

Director of Treasury Operations, AMERICAN HONDA MOTOR CO., INC.
Portfolio Manager, AMERICAN HONDA MOTOR CO., INC.
Director, Intergovernmental Affairs, STATE OF ARIZONA
Director, ALTIMUS CAPITAL (FAMILY OFFICE)
Trustee, CITY OF AURORA GENERAL EMPLOYEES’ RETIREMENT PLAN
Office Manager, CITY OF AURORA GENERAL EMPLOYEES’ RETIREMENT PLAN
Vice Chairman of the Board, BALTIMORE
RETIREMENT SYSTEMS
Managing Director, BEACON POINTE ADVISORS, LLC
Director of Research, BEACON POINTE ADVISORS, LLC
Director - Financial Products Origination, BP NORTH AMERICA
Senior Associates, BROADGATE CONSULTANTS
Vice President, BROADGATE CONSULTANTS
Deputy City Manager, CITY OF LAS VEGAS
Vice President, CLANCO MANAGEMENT CORPORATION (MULTI-FAMILY OFFICE)
Director, CLONTARF CAPITAL
Executive VP & Compliance, CONSULTING SERVICES
GROUP, LLC
Investment Analyst, FIRE AND POLICE PENSION ASSOCIATION OF COLORADO
Senior Financial Analyst, CONSULTING SERVICES GROUP, LLC
Trustee, DETROIT GENERAL RETIREMENT SYSTEM
CFO, DOMINICAN SISTERS
Trustee, INKSTER (MI) POLICE & FIREMEN'S
PENSION BOARD

Trustee, JACKSONVILLE (FL) POLICE & FIRE PENSION FUND
Executive Director-Administrator, JACKSONVILLE POLICE & FIRE PENSION FUND
Executive Director, MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND
President, MIL KERED INC. (FAMILY OFFICE)
Director - Private Equity & ETI Programs, NEW MEXICO STATE INVESTMENT COUNCIL
Senior Deputy State Investment Officer, NEW MEXICO STATE INVESTMENT COUNCIL
Director of Private Equity, NEW YORK CITY
RETIREMENT SYSTEMS

Administrator, Technology Development Fund, OFFICE OF THE ILLINOIS STATE TREASURER
Trustee, ORAL & MAXILLOFACIAL SURGERY FOUNDATION
Trustee, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
OF NEVADA
Principal, MONTAUK TRIGAURD PARTNERS (FOR PACIFIC LIFE INSURANCE COMPANY)
Director of Investments, PEPPERDINE UNIVERSITY
Managing Director, QUINTESSENCE GROUP, LTD.
Board Member, RICHMOND RETIREMENT SYSTEM
Managing Director, Co-Head of Non Traditional Investments, ROGERSCASEY
Investment Officer, SAN BERNARDINO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION
Deputy Treasurer, SAN DIEGO COUNTY TREASURER’S OFFICE
CIO, SOUTH CAROLINA RETIREMENT SYSTEMS INVESTMENT COMMISSION
Managing Director & Chief Financial Officer, STANFORD MANAGEMENT COMPANY
Vice Chairperson, TEACHERS' RETIREMENT
ALLOWANCES FUND

Vice Chairman & Trustee, TEXAS PERMANENT SCHOOL FUND
Director of Treasury Services, THE TEXAS A & M
UNIVERSITY SYSTEM
Managing Director, UTAH FUND OF FUNDS
Anaylst, UTAH FUND OF FUNDS
Analyst, UTAH FUND OF FUNDS
Associate, UTAH FUND OF FUNDS
Trustee, VIRGINIA RETIREMENT SYSTEM
Board Member, WASHINGTON STATE UNIVERSITY
Managing Partner, WATERLINE PARTNERS
Director, WATERLINE PARTNERS
Director, WATERLINE PARTNERS
Senior Consultant, WATSON WYATT INVESTMENT CONSULTING
Private Equity Investment Analyst, STATE OF WISCONSIN INVESTMENT BOARD
CIO, WOODS HOLE OCEANOGRAPHIC INSTITUTION
Controller, WOODS HOLE OCEANOGRAPHIC INSTITUTION

Agenda

MONDAY, October 1, 2007

11:00 am

Registration

12:00 pm

Pre-Conference Workshop

12:55

Opening Remarks

1:00

CEO, ADULTVEST INC

1:20

TBA, DUPONT CAPITAL MANAGEMENT

1:40

INVESTOR ROUNDTABLE
This roundtable will consist of four institutional investors who will discuss and explore the private equity industry, bringing to the table their personal experiences, know-how and perspectives for the future.

Speakers:
Director of Private Equity, NEW YORK CITY RETIREMENT SYSTEMS
Director - Private Equity & ETI Programs, NEW MEXICO STATE INVESTMENT COUNCIL

2:45

WHAT IS THE STATE OF THE PRIVATE EQUITY INDUSTRY, PAST, PRESENT AND FUTURE
• How big can mega-funds really get?
• Increasing capital commitments, what are the advantages and disadvantages?
• Valuations and creative exit strategies, how are they evolving?
• New markets & new geographies in the private equity landscape
• Is there too much capital pursuing too few deals? What to expect in the future
• Transparency and reporting concerns
• European vs. U.S. private equity firms, how do they differ and what strategies are they employing?

Moderator:
Managing Director, Co-Head of Non Traditional Investments, ROGERSCASEY

Panelists:
Administrator, Technology Development Fund, OFFICE OF THE ILLINOIS STATE TREASURER

3:30

Refreshment Break/Speed Networking
Sponsored By:

4:00

MANAGER SELECTION
• Identifying top-performong private equity managers via quantitative and/or qualitative analysis
• What to look for in a Private Equity manager

Moderator:
Senior Consultant, WATSON WYATT INVESTMENT CONSULTING
Principal, MONTAUK TRIGAURD PARTNERS (FOR PACIFIC LIFE INSURANCE COMPANY)

5:00

ALPHA

Moderator:
Director, CLONTARF CAPITAL

6:00

INDUSTRY ROUNDTABLE

6:30

Cocktail Reception
Sponsored by:

TUESDAY, October 2, 2007

7:15am

Continental Breakfast

7:45

Standalone

8:15

DEFINING OPPORTUNITIES AND TRENDS IN PRIVATE EQUITY

Moderator:
Director, Intergovernmental Affairs, STATE OF ARIZONA

GENERAL SESSSION

9:00

PRIVATE EQUITY STYLES AND STRATEGIES
• Seeking the model of success
• Distressed
• The Case for PIPES

Moderator:
Trustee, INKSTER (MI) POLICE & FIREMEN'S PENSION BOARD

10:15

THE IMPORTANCE OF FUNDS OF FUNDS IN PRIVATE EQUITY AND THE METHODOLOGY THEY EMPLOY TO STAY AHEAD OF THE GAME
• Are fund of funds achieving and maintaining true diversification?

Moderator:
Executive VP & Compliance, CONSULTING SERVICES GROUP, LLC

11:00

Refreshment Break
Sponsored By:

11:15

DISTRESSED INVESTING
FINDING THE RIGHT COMPANY & THE RIGHT STRATEGY

Moderator:
Executive Director-Administrator, JACKSONVILLE POLICE & FIRE PENSION FUND

Panelist:
Portfolio Manager, EOS PARTNERS LP

12:15 pm

VENTURE CAPITAL. WHAT LIES AHEAD IN THE FUTURE?
• What new tactics are being employed by early stage venture capitalists to ensure success?
• Looking into the next cycle
• The emergence of venture-backed M&A
• Which sectors are showing the greatest activity and promise the most potential?
• Managing successful exits
• The IPO market …will it become a viable strategy once more?
• What creative exits are being employed by VC?

Moderator:
Deputy Treasurer, SAN DIEGO COUNTY TREASURER’S OFFICE


1:00

Luncheon

2:15

CONSULTANTS ROUNDTABLE
Managing Director, Co-Head of Non Traditional Investments, ROGERSCASEY

3:15

CONVERGANCE OF HEDGE FUNDS AND PRIVATE EQUITY
• What has the convergence meant for each industry respectively?
• Are they really a good fit together?
• Evaluating, fees, capacity limitations
• Varying liquidity terms and valuation issues
• Fund of private equity hedge funds vs. fund of hedge funds
• How have PE hedge funds preformed in comparison to conventional PE shops?
• Expanding into international private equity

Moderator:
Senior Deputy State Investment Officer, NEW MEXICO STATE INVESTMENT COUNCIL

4:15

Refreshment Break
Sponsored By:

4:30

EMERGING MANAGERS IN PRIVATE EQUITY

5:30

EMERGING MARKETS PRIVATE EQUITY
• What risk factors are specific to emerging markets?

6:30

Cocktail Reception

WEDNESDAY, October 3, 2007

7:15am

Continental Breakfast

7:45

Co-Chair Welcoming Remarks

8:00

INVESTOR ROUND TABLE

Panelists:

Executive Director-Administrator, JACKSONVILLE POLICE & FIRE PENSION FUND

8:40

LP DUE DILIGENCE, THE ESSENTIALS AND THE MUST DO’S

9:00

RAISING A FUND, THE CHALLENGES FACED AND WHAT IVESTORS SHOULD BE LOOKING FOR
• What the fundraising climate for the future
• The importance of firm management

Moderator:
Board Member, RICHMOND RETIREMENT SYSTEM

Panelists:
Vice President, BROADGATE CONSULTANTS

10:00


11:00

12:00pm

Co-Chair Closing Remarks / Conference Concludes

FAQ's--|--About US--|--Privacy Statement--|--Policies--|--Information Request--|--Sponsor Info--|--Employment-|--www.opalgroup.net
© 2009 Opal Financial Group Inc.-All Rights Reserved.