Portfolio Manager, 5T WEALTH MANAGEMENT, LLC (MFO)
Partner, 747 CAPITAL
Trustee, AC TRANSIT RETIREMENT BOARD
Research Analyst, ALAN BILLER AND ASSOCIATES
Director of Private Equity, ALBOURNE PARTNERS LIMITED
CFO, ALLIANT INTERNATIONAL UNIVERSITY
Director, ASIA ECONOMIC INSTITUTE
Director, ASIA ECONOMIC INSTITUTE
Managing Member, ASKARI GROUP, LLC (SFO)
Director, ASPIRIANT (MULTI-FAMILY OFFICE)
President, BADGE OF HONOR MEMORIAL FOUNDATION
General Partner, BC CAPITAL (SFO)
Managing Member, BREEZE FAMILY VENTURES (SFO)
Chairman, BURLINGTON (VT) EMPLOYEES' RETIREMENT SYSTEM
Corporations Counsel, CALIFORNIA DEPARTMENT OF CORPORATIONS
Corporations Examiner, CALIFORNIA DEPARTMENT OF CORPORATIONS
Deputy Commissioner, CALIFORNIA DEPARTMENT OF CORPORATIONS
Deputy Commissioner, CALIFORNIA DEPARTMENT OF CORPORATIONS
Investment Officer, CALSTRS
Managing Director, CAMBRIDGE ASSOCIATES LLC
Director of Operations, CARDINAL CAPITAL MANAGEMENT, LLC (MFO)
Founder and Managing Partner, CENDANA CAPITAL
Trustee, CHICAGO POLICEMEN'S ANNUITY AND BENEFIT FUND
Finance Director, CITY OF ANNAPOLIS MARYLAND
Chairman, CITY OF AUSTIN POLICE RETIREMENT FUND
Assistant City Attorney, CITY OF BIRMINGHAM, AL
Chairman, CITY OF PONTIAC GENERAL EMPLOYEES RETIREMENT SYSTEM
Investment Analyst, CITY OF SAN JOSE RETIREMENT SERVICES
Executive Director, C.M. CAPITAL FOUNDATION (MFO)
Co-Founder/Director, CORNERSTONE ANGELS
Chief Financial Officer, Drever Family Capital Management (MFO)
Chairman, Drever Holdings (MFO)
Founder & Chairman, Drever Holdings (MFO)
Trustee, EMPLOYEES RETIREMENT FUND CITY OF ST LOUIS
Director, ENTREPRENEURS FOUNDATION
Manager of Green Returns, Corporate Partnerships Program, ENVIRONMENTAL DEFENSE FUND
Investment Committee Chair, FURMAN UNIVERSITY
Vice President, GLEN UNA MANAGEMENT (SFO)
Principal, GREEN GROWTH PARTNERS
Senior Research Analyst, HARRIS MYCFO (MFO)
President, ZarbMFC, HOFSTRA UNIVERSITY
Member, ZarbMFC, HOFSTRA UNIVERSITY
Member, ZarbMFC, HOFSTRA UNIVERSITY
Member, ZarbMFC, HOFSTRA UNIVERSITY
Principal, INVESCO PRIVATE CAPITAL
CEO & COO, J&T ROUSH PRIVATE FAMILY OFFICE LLC (SFO)
Managing Director, Real Estate, KCB MANAGEMENT, INC. (SFO)
Chairman, KIDD INVESTMENTS (SFO)
President, KOCH FAMILY OFFICE (SFO)
Partner, LAB ADVISORS, LLC (MFO)
Investment Manager, LEGACY REAL ESTATE VENTURES LLC (MFO)
Analyst, LONG-TERM SOLUTIONS, LLC (MFO)

Senator, LOUISIANA SENATE
Vice Chairman and COO, MACIAN WEALTH MANAGEMENT, LLC (MFO)
Managing Director, MACIAN WEALTH MANAGEMENT, LLC (MFO)
Founder and President, MACK INTERNATIONAL, LLC
Investment Committee Member, MINGEI INTERNATIONAL MUSEUM
Managing Director, MINOR FAMILY FOUNDATION (SFO)
Consultant, MONTECITO ADVISORS (SFO)
Trustee, MONTGOMERY COUNTY EMPLOYEES RETIREMENT SYSTEM
Senior Consultant, NEPC, LLC
Entrepreneur in Residence, NEVADA INSTITUTE FOR RENEWABLE ENERGY COMMERCIALIZATION (NIREC)
Vice President for Finance and Administration, NOTRE DAME DE NAMUR UNIVERSITY
Director, OPPENHEIMER ASSET MANAGEMENT - PRIVATE EQUITY
Managing Member, PARK ONE CAPITAL (SFO)
President, PENINUSULA FAMILY OFFICE (SFO)
Managing Director, PENSION CONSULTING ALLIANCE
Managing Director - Private Equity, PENSION CONSULTING ALLIANCE
Managing Partner, PONTEFRACT GLOBAL STRATEGIES, LLC
Managing Director, PORTFOLIO ADVISORS, LLC
Principal, RAIRE FAMILY OFFICE
Managing Director, RUMSON CONSULTING GROUP, LLC
Consultant, SAKJ CONSULTING
Director, SAMSUNG VENTURE INVESTMENT COMPANY
Trustee, SAN ANTONIO FIRE AND POLICE PENSION FUND
Trustee, SAN JOSE POLICE & FIRE DEPARTMENT RETIREMENT PLAN and Managing Partner, ECLOSION CAPITAL PARTNERS
Trustee, SAN MATEO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Director, SARANG TEHNIK (MFO)
Senior Consultant, SEGAL ADVISORS
President, SFG ASSET ADVISORS
Analyst, SFG ASSET ADVISORS
Managing Director, SPRINGCREEK ADVISORS, LLC (MFO)
Portfolio Manager, SPRINGCREEK ADVISORS LLC (MFO)
Investment Analyst, SPRINGCREEK ADVISORS LLC (MFO)
Audit Manager, STANFORD MANAGEMENT COMPANY
Manager, Private Equity, STANFORD MANAGEMENT COMPANY
Trustee, STATE OF MARYLAND RETIREMENT SYSTEMS
Principal, THE ROANOAKE GROUP (SFO)
Principal, THE ROANOAKE GROUP (SFO)
Chief Investment Officer, TYDAN VENTURES (SFO)
Director & Secretary, WEIL FAMILY FOUNDATION
CFO, WILD BASIN INVESTMENTS (SFO)
Managing Director, WILD BASIN INVESTMENTS (SFO)
Managing Director, Wilshire Private Markets, WILSHIRE ASSOCIATES
Senior Associate, WILSHIRE ASSOCIATES
Managing Director, WILSHIRE ASSOCIATES INCORPORATED
Director of Risk Allocation, WURTS & ASSOCIATES

KEYNOTE:The Next Economics

Managing Director, CLARK STRATEGIC PARTNERS

2007 Co-recipient of the Nobel Peace Prize
along with his colleagues of United Nations Intergovernmental Panel on Climate Change (UNIPCC)

• As LPs gain more leverage, more control, increase demands, and in turn invest more capital, what must GPs take into consideration and how must they change their behavior and expectations? What is considered reasonable?
• For GPs considering their next fund, what is the new "2 and 20"? What goes into making those decisions on fees?
• How will deal structures change to better align GP & LP interests
• What are LPs' concerns, targets, and desires for future investments?
• Fees
• Co-investments
• Do investors and LPs have the leverage now? How vocal can they be before GPs move to the next offer?

Moderator:
Managing Director, WILSHIRE ASSOCIATES INCORPORATED

Panelists:
Trustee, STATE OF MARYLAND RETIREMENT SYSTEMS
Managing Director, PENSION CONSULTING ALLIANCE
Managing Member, BREEZE FAMILY VENTURES (SFO)
Managing Director, ENCORE CONSUMER CAPITAL, LLC

• A Fresh Look at PE Returns: Impact of the downturn; Income and capital returns through the downturn; Comparing private equity with stocks, bonds, treasuries, and REITs; Looking forward at returns and capital flows
• Where's the best place in the world to invest? Italy? U.S.? Europe? India? China? Australia? Japan? Latin America?
• As the global economy recovers (and recoils again), and turmoil abounds abroad, where are the safe investments: What sectors, what markets, what time frames?
• Developed Markets vs. Emerging Markets
• Pricing: Is there one place that feels better, or is everything the same? Different? Converging?
• The Globalization of the LP market: What's going on in the U.S. LP market vs. Canadian LP market, newer emerging markets, European markets?
• As new investors emerge - via Sovereign Wealth Funds, Emerging Market Players, Institutional Capital Infusements and other cash-heavy strategic investors ready to commit capital - howstable is the PE space, and how should you secure your own interest while taking the necessary investment risks to yield returns?
• Public Pension Funds: Will their financial issues lead them to invest more in PE?
• Trend towards IPOs and going public

Moderator:
Director of Private Equity, ALBOURNE PARTNERS LIMITED

• What does a typical private equity secondary transaction look like? Are there any emerging variations?
• How important is it, and how as it evolved?
• Who are the major players?
• Best practices for finding partners
• Pricing: How to handle, what are you actually able to get, and what kind of discounts are there?
• Is there demand on the sell-side from LP investors who want to sell their interest?
• How do managers think of and price based on vintage year?
• What are key deal terms that a buyer, a seller or a GP might seek?

Moderator:
Director, HOWARD RICE

Panelists:
Investment Director, Parish Capital Advisors, LLP
Principal, ALPINVEST PARTNERS
Managing Director & Head of Secondary Markets Group, ICAP CORPORATES LLC

Chairman and CEO, FUNDAMENTAL ADVISORS LP

In the wake of the Uber Muni downgrade, calls for widespread defaults and unprecedented market volatility...how do we approach municipals going forward?

• Risk Management
• Exit Strategies
• Fees
• Fund Allocation
• Track Record
• Club Deals
• Co-investments
• Bad Actors
• Involvement in acquired portfolio companies

Moderator:
Trustee, Chicago Policemen's Annuity and Benefit Fund

• Is the energy market where investors should place their energy?
• What is a stable investment in an unstable world?
• Where should the focus point in the tech world?
• Last mover advantage
• Decisions behind asset allocation
• Growth sustainability
• Middle Market Funds
• Developed Markets vs. Emerging Market
• Distressed Investing: Where in its lifecycle is it? Where is the available debt coming from? Is leverage still a positive vehicle? Has distressed debt seen its heyday, or is it just the beginning?
• What is the future of the LBO market?
• Best practices for creating value

Moderator:
Chairman, City of Austin Police Retirement Fund

Panelists:
Principal, StepStone Group, LLC
President and CEO, MONROE CAPITAL LLC
Managing Partner, HAMILTON ROBINSON CAPITAL

• Outlooks for US market, and global market
• Rise in US & European real estate investments in Asia
• REITS - Public vs. Private
• Private Equity's role in real estate and in the US emerging from recession in the next 5 years and moving forward
• Fees
• Identifying best fitting collective investment schemes
• Strategies: Core Plus vs. Value Added vs. Opportunistic
• Evaluating local and foreign managers
• How people are purchasing, refinancing and recapitalizing real estate today

Moderator:
Managing Member, PARK ONE CAPITAL (SFO)

Panelists:
Managing Director, Real Estate, KCB MANAGEMENT, INC. (SFO)
Managing Director - Head of Investment Strategy & Research Group and Generalist Portfolio Manager, CLARION PARTNERS
Executive Vice President, DEVONSHIRE FUND, LLC
Managing Director, SIGULER GUFF & COMPANY, LP.

• Social Impact Investing & The Double Bottom Line - its importance, burgeoning opportunities and prospect for returns
• Framework for investing in emerging markets
• Macroeconomic underpinnings and demand drivers
• Risks and pitfalls
• Opportunities by strategy, sector and location
• Where do LPs place Asia on the roadmap for investment compared with the rest of the world?
• We are losing our competitive advantage, what does the future hold, what does this mean for the U.S.?
• How does the global growth of emerging markets affect portfolio allocations and construction?
• Which sectors and markets in Asia, Africa, South America and other emerging markets present strong value propositions for PE investments?
• Where is the smart-money flow in these markets?
• Mid market vs large cap deals?
• Is there a market for distressed or mezzanine financials deals abroad?
• Is emerging markets PE worth it? What is the scorecard for early investors to date?

Moderator:
Trustee, SAN JOSE POLICE & FIRE DEPARTMENT RETIREMENT PLAN and Managing Director, WAVERLY ADVISORS

• Investment rationale
• Preparedness for worst-case scenarios
• Managing the J-curve
• How does PE fit in the rest of the portfolio, and how do you look at risk in that context?
• Capital allocation
• Portfolio Diversification: What's the best way to diversify: by sector, by market, by fund size?
• Do LPs consider managers that have ways to manage the J curve, or do you do it at a portfolio level?
• Event risk
• Defining a Worst-CaseScenario: Big shock to the market? Long sustained down market? Not optimal returns?
• How does the CIO, Asset Allocator or Risk Officer look at private equity within the portfolio, and how is it modeled (sector, industry, currency, vintage year, levered equity etc.)

Moderator:
Trustee, SAN ANTONIO FIRE AND POLICE PENSION FUND

• Overall Global Strategy & Growth Sustainability: how to identify uncorrelated asset classes in these markets
• What about currency risk? What about credit and political risk?
• What are some inflation hedges and how should you place your bets?
• Pricing: Is there one place that feels better, or is everything the same? Different? Converging?
• Japan's Recovery: Capital financing challenges and the outlook for Japan's relationship with and influence amongst other developed markets
• U.S. vs. Western Europe vs. Canada vs. developed Asia
• Middle Market Funds

Moderator:
Founder and President, MACK INTERNATIONAL, LLC

Panelists:
Principal, RAIRE FAMILY OFFICE
CEO, COMSTOCK ADVISORS LLC

Sponsored By:
FUNDAMENTAL ADVISORS, LP.

• Is Venture Capital an Asset Class: Assessing the risk/reward/liquidity trade-off
• The Venture Capital Ecosystem Today: The rise of the seed funds, the world of haves & have nots
• The rise and fall of the super-angel funds. How do you select the best?
• Where are LPs investing in Venture and why?
• LP Perspectives: Portfolio construction & triage, emerging managers, outlook on new commitments
• GP Perspectives: Areas of focus, valuations, financing strategies, exit opportunities
• Venture seed and post-growth investing
• Outlook on venture capital; are we in a bubble?

Moderator:
Founder and Managing Partner, Cendana Capital

Founder & Managing Partner, THE WESTLY GROUP
And Former Controller and Chief Fiscal Officer of the State of California

• ESG & CSR as hot topics
• Influence on investors in deciding where to invest
• Double bottom line investments
• Growth sustainability
• Reasons for integrating ESG/CSR into portfolio management: personal ethics, financial returns, social contribution...
• Operational best practices
• Sourcing Deal Flow: Finding sustainable, environmentally friendly, humanistic companies and products
• Educating LPs and overcoming skepticism when limited track record for the space exists
• Aligning investment and financing strategies with governmental policy
• Burgeoning opportunities associated with sustainability-promoting companies, technologies and investment funds
• What are the true "growth industries" of the 21st Century: cleantech, water,renewables, ecosystem services etc.?
• How and where does sustainable investing fit in a portfolio? Where is the demand?
• What is the expected impact of climate legislation or lack thereof?
• The role of markets and their impact on sustainable resource management
• Water investing and sustainability

Moderator:
Director, ENTREPRENEURS FOUNDATION

• Views on asset allocation globally
• Where will the next trend be, where should we shy away from investing?
• What do we look for in a General Partner?
• Fees & Co-investments
• Fundraising
• Capital Calls
• Using Consultants
• Bad Actors
• The Secondary Market: how important is it, and how as it evolved?
• The importance of liquidity

Moderator:
Chairman, CITY OF PONTIAC GENERAL EMPLOYEES RETIREMENT SYSTEM

Panelists:
Managing Director, Wilshire Private Markets, WILSHIRE ASSOCIATES INCORPORATED
Finance Director, CITY OF ANNAPOLIS MARYLAND
President, SFG ASSET ADVISORS
Managing Director, FISHER LYNCH CAPITAL

• New Standards: What do the new accounting & reporting standards like FAS157 and the Hart-Scott-Rodino (HSR) disclosure form changes mean for the PE market, and how do Investors anticipate navigating the market with governmental oversight? Does this change the power dynamic?
• Does this change the power dynamic?
• Dodd-Frank: What does the change in reporting mean for fees, market sustainability and how does the registration process effect LPs' PE commitments?
• A macro-economic viewpoint
• The importance of staff training
• Hiring of internal compliance and legal staff

Moderator:
Assistant City Attorney, CITY OF BIRMINGHAM, AL

Panelists:
President, RND RESOURCES
Executive Director, C.M. CAPITAL FOUNDATION (MFO)
Managing Partner and CEO, HEDGEOP COMPLIANCE, LLC

• Raising a fund: What will it take, who will invest?
• Buying from the banks
• Club Deals
• The current debt market
• Decisions behind investments
• Finding & using consultants

Moderator:
Entrepreneur in Residence, THE NEVADA INSTITUTE FOR RENEWABLE ENERGY COMMERCIALIZATION (NIREC)

Panelists:
Co-Founder and Director, CORNERSTONE ANGELS
Partner, ATERIAN INVESTMENT PARTNERS