PartnerConnect Southwest 2015

December 1-2, 2015, The Adolphus, Dallas, TX

Once again we’d delighted to be back in Dallas for the 8th Annual Buyouts Texas, and our inaugural Buyouts Energy Summit, both part of our industry leading “event of events” PartnerConnect Southwest.

As always, our Partnerconnect events are curated by the editors Buyouts Magazine, and peHUB.com. At PartnerConnect Southwest, we’ll have over 400 delegates, over 120 limited partners, and over 200 fund managers, bankers, lenders and intermediaries, from across the private markets value chain. We'll host our usual 350+ bespoke private meetings amongst our delegates in our private meetings ExecConnect program.

For more information on either the Buyouts Texas or the Buyouts Energy Summit, please click on the links to the right for details and to see which is the right fit for you.

As the entire private equity industry knows, there’s no better place to forge meaningful relationships in private equity, than at a PartnerConnect event. We look forward to seeing you again in Dallas!

Michael Elio

Partner, Stepstone Global

Chris Flowers

Managing Director/CEO, J.C. Flowers & Co.

Kenneth Hersh

Co-Founder, CEO, NGP Energy Capital Management

Austin Long

Principal, Alignment Capital Group


Shamoil Shipchandler

Regional Director, Fort Worth Regional Office, SEC

Robert Smith

CEO, Vista Equity

Kelly Williams

President, GCM Grosvenor Private Markets

Neil Wizel

Managing Director, First Reserve



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Partners

Gold Sponsors



 

GP Platinum Sponsors

Event Partners





 
     

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Who's Coming?

Who attends PartnerConnect Events? Virtually every major Financial Sponsor and hundreds of LPs. Here are the sample of firms that have attended PartnerConnect Southwest in the past.

  • Abu Dhabi Investment Authority
  • Employees Retirement System of Texas
  • EnCap Investments
  • Employees Retirement Fund, City of Dallas
  • New York Life Capital Partners
  • Texas Children’s Hospital

CLICK HERE TO SEE FULL LISTING

Who Should Attend
PartnerConnect Southwest?
  • Limited Partners / Investors / Allocators who invest in private fund
    partnerships
  • Managers in the following categories: Private Equity, 
    Venture Capital, Mezzanine & Senior Debt, 
    Growth Equity, Energy, Infrastructure
  • Deal intermediaries who advise or manage deal flow 
    opportunities in private capital
  • Fundraising advisors / intermediaries between GPs and LPs
  • CEOs of private equity-backed private companies
  • Corporate development executives who provide exit 
    opportunities for private capital funds
Agenda

Tuesday, December 1, 2015

Time Buyouts Funds Track Buyouts Deals Track
Buyouts Energy Summit Track
7:00 am Networking Breakfast
8:00 am Welcome Remarks
8:10 am Keynote Speaker: Eric Foran, Principal, Coller Capital
8:35 am Keynote Speaker: J. Christopher Flowers, Managing Director & CEO, J.C. Flowers & Co.
9:00 am Keynote Speaker: Ken Hersh, Co-Founder & CEO, NGP Energy Capital Management
9:35 am Networking Break
10:00 am Buyouts Funds Panel 1: Currently Trending: Where Top LPs Placing Their Bets Today

SPEAKERS: Bruce Ou, Managing Director, Grove Street Advisors; Charles Froland, Chief Executive Officer, Performance Equity Management; Richard Chau, Managing Director, Tulane University Endowment; James Tybur, Principal, Performance Equity Management
Buyouts Deals Panel 1: Five Surprising Stats That Point To Opportunities in the Deal Market

MODERATOR: Roger Hendren, Office Managing Partner, McGladrey

SPEAKERS: Ned Fleming, Managing Partner, SunTx Capital Partners; Nadim Malik, Founder, Sutton Place Strategies; Sang-IL Park, Principal, Marlin Equity Partners; Howard Morgan, Partner & Senior Managing Director, Argand Partners, LP
Buyouts Energy Summit Panel 1: (45 minute panel) The LP View: Key Considerations in Managing An Energy PE Portfolio Today

MODERATOR: Luke Phenicie, Lead Operating Partner, HKW Capital Partners III, L.P.

SPEAKERS:
Andy Conner, Investment Officer, Johns Hopkins University Office of Investment Management; Joakim Bergander, Chief Investment Officer, Third Lake Capital; Josh Miller, Senior Vice President, NB Alternatives; Katherine Chu, Private Investment Specialist, Cambridge Associates
10:30 am Buyouts Funds Panel 2: Shark Tank: Our Panel Of LPs Judges A Live Manager Pitch

MODERATOR; Steve Gelsi, Buyouts Insider

SPEAKERS: John Dickie, Principal, Aberdeen Asset Management; Amanda Outerbridge, Principal, HarbourVest Partner; Natalie Jenkins Sorrell, Investment Officer, Employees' Retirement Fund of the City of Dallas
Buyouts Deals Panel 2: Leveraged Lending: Maximizing Returns in Today's Frothy Market; Ty Schultz, Managing Director, Transom Capital Group

MODERATOR: Sam Sutton, Buyouts Insider

SPEAKERS: Stefan Shafer, Managing Partner, SPP Capital Partners; Faraz Abbasi, Senior Partner, Centerfield Capital Partners; Garrett Kanehann, Co-Founder and Partner, BlackEagle; Kelly Stotler, Managing Director, Czech Asset Management
10:45 am
Buyouts Energy Summit Panel 2: (45 minute panel)
Upstream, Midstream, Downstream: Where Top Returns Are Right Now in Oil and Gas

MODERATOR: David Toll, Buyouts Insider

SPEAKERS: Patti Melcher, Managing Partner, EIV Capital, LLC ; Charles Cherington, Co-Founder and Managing Partner, Intervale Capital; Anuradha Sen, Senior Vice President and Deputy Head of Finance, Panda Power Funds; Albert Huddleston, Chairman, Aethon Energy
11:00 am Buyouts Funds Panel 3: Small Funds—Big Returns: Finding The Top Decile Sub-$200M Fund

MODERATOR: Sam Sutton, Buyouts Insider

SPEAKERS: Josh Sobeck, Partner, 747 Capital; Christian Albert, Managing Partner, Bowside Capital; Brett Hickey, Founder & CEO, Star Mountain Capital; Daryl Brown, Director - Private Markets Group, DuPont Capital Management Corporation
Buyouts Deals Panel 3: Just How Good Was That Deal? LPs Evaluate A PE Firm's Case Study

MODERATOR: Luisa Beltran, Buyouts Insider

SPEAKERS: Gijs van Thiel, Managing Partner, 747 Capital; Karl Schade, CEO, Presidio Capital Advisors; Josh Zweig, Senior Investment Director, Cambridge Associates; Serina Shi, Partner, eJnnn Phecda Partners
11:30 am Keynote: Navigating Volatility As An Energy Investor
Neil Wizel, Managing Director, First Reserve
12:00 pm Networking Lunch
1:00 pm Keynote Speaker: Kelly Williams, President, GCM Grosvenor Private Markets
1:30 pm Buyouts Funds Panel 4: LP Roundtable: My Favorite Niche Fund Strategy Is…

MODERATOR; Steve Gelsi, Buyouts Insider

SPEAKERS: Dilip Ratnam, Managing Partner, Vista Ridge Capital Partners; Jason Cipriani, Partner, Corrum Capital Management
Deals Panel 4: Bankers Discuss Today's Deal Flow Environment

MODERATOR: Luisa Beltran, Buyouts Insider

SPEAKERS: Bill Murdock
, Senior Managing Director, Corporate Finance, Comerica Bank; Andrew Rabin, Managing Director, J.P. Morgan; Colt Luedde, Managing Director, GulfStar Group
Buyouts Energy Summit Panel 3: Oil and Gas Technology Deals — Capitalizing On A Growing Niche

MODERATOR: Heinz Blennemann, Principal, Blennemann Family Investments

SPEAKERS: Arthur Robinson, Managing Partner, 32 Degrees Capital; Mike Scott, Founder, Pelican Energy Partners
2:00 pm Buyouts Funds Panel 5: Advanced Strategies in PE Portfolio Construction

MODERATOR: James Snyder, Partner, Hammond, Kennedy, Whitney & Company, Inc.

SPEAKER: Randal Ralph, Managing Director, Northwestern Mutual Capital, LLC; Josh Miller, Senior Vice President, NB Alternatives; Marianne Dwight, General Counsel, Texas Treasury Safekeeping Trust Company
Buyouts Deals Panel 5: Breaking Clean Out Of The Gate: How to Get Your First Fund Raised

MODERATOR: Luisa Beltran, Buyouts Insider

SPEAKERS: Scott Spielvogel, Managing Partner, One Rock Capital Partners, LLC ; Victor Boksha, Managing Director & CEO, Si-Values / BG Partners Group
Buyouts Energy Summit Panel 4: Shark Tank: Our LPs Respond To A Live Manager Pitch

MODERATOR: David Toll, Buyouts Insider

SPEAKERS: Gordon Hargraves, Partner, Private Advisors LLC; Catharine Burkett, Director of Private Investments, LCG Associates; Katherine Chu, Private Investment Specialist, Cambridge Associates; John Nghiem, Principal, Industry Capital Advisors
2:30 pm Buyouts Funds Panel 6: Private Debt: Top Risk Adjusted Strategies LPs Want This Year

MODERATOR: Heinz Blennemann, Principal, Blennemann Family Investments

SPEAKERS: Jason Safran, Senior Asset Manager, Texas Christian University Endowment; Mina Nazemi, Partner, GCM Grosvenor; Mitchell Drucker, Managing Director, Garrison Investment Group
Buyouts Deals Panel 6: Regulatory Update: Actions You Need to Take Right Now

MODERATOR: Luisa Beltran, Buyouts Insider

SPEAKERS: David Smolen, General Counsel, GI Partners; David Gershman, Partner & GC, Trivest Partners; Marianne Dwight, General Counsel, Texas Treasury Safekeeping Trust Company
Buyouts Energy Summit Panel 5: Green Energy: Strategies For Approaching A Growing Niche

MODERATOR: David Toll, Buyouts Insider

SPEAKERS: David Hood, Managing Director, Sonen Capital; Reynold Martin, CFA, Allstate Investments
3:00 pm PM Networking Break
3:30 pm Buyouts Funds Panel 7: Re-Ups: What Does It Take For An LP To Say No?

MODERATOR: Sam Sutton, Buyouts Insider

SPEAKERS: John Cancelleri, Investment Manager, SL Capital Partners; David Hartford, Partner, Aeris Capital; Jed Johnson, Senior Managing Director, Crow Holdings Capital - Investment Partners; Chris Lawrence, Managing Director, HQ Capital
Buyouts Deals Panel 7: Finding A Management Team: Secrets to Identifying Top Talent

MODERATOR: Luisa Beltran, Buyouts Insider

SPEAKERS: Nathan Brown, Managing Director, Wind Point Partners; David Pittaway, Senior Managing Director/Senior VP, Branford Castle Partners; Luke Phenicie, Lead Operating Partner, HKW Capital Partners III, L.P.
Buyouts Energy Summit Panel 6: (45 minute panel) The Opportunity Today In Equipment and Services Deals

MODERATOR: David Toll, Buyouts Insider

SPEAKERS: Brad Cornell, Principtal, Excellere Partners; Joe D'Angelo, Partner, Carl Marks Advisors; Tanner Moran, Director, Hastings Equity Partners
4:00 pm Buyouts Funds Panel 8: LP-GP Communications: Trends and Best Practices

MODERATOR: Arthur Peponis, Head of Private Equity, Angelo, Gordon & Co.

SPEAKERS: Laure Brasch, Managing Director, Franklin Park; Brett Hickey, Founder & CEO, Star Mountain Capital, LLC; Ravi Ugale, Director of Private Equity, Genspring Family Offices; James Bode, Manager, Alternative Investments, Bank of Oklahoma
Buyouts Deals Panel 8: How the Most Aggressive Firms Are Securing More Deal Flow

MODERATOR: Luisa Beltran, Buyouts Insider

SPEAKERS: Michael Teplitsky, VP, Wynnchurch Capital; Chris Harris, Managing Director, FFL; Dan Lipson, Partner, Rotunda Capital
4:30 pm Buyouts Funds Panel 9: Roadshow Workshop: Top LPs Discuss Do's And Don'ts For Your Very First Meeting

MODERATOR: Sam Sutton, Buyouts Insider

SPEAKERS: Rebecca Connolly, Partner, Fairview Capital; Richard Holbein, Managing Director, Bogdahn Group; Gregory Garrett, Managing Director, Portfolio Advisors; David McCoy, Principal, RCP Advisors
Buyouts Deals Panel 9: 2016 M&A Outlook - Identifying Dealmaking Trends In The Next 12 Months

MODERATOR: Luisa Beltran, Buyouts Insider

SPEAKERS: David Santoni, Managing Director, Lazard Middle Marke; Mike McGill, Co-Founder and Managing Director, MHT; John Madden, Managing Partner, Sequel Holdings, LP
4:15 pm
Buyouts Energy Summit Closing Panel: (45 minute panel)
How Commodities Prices and Macro Issues Will Impact Natural Resources Investing In The Next 12 Months

MODERATOR: David Toll, Buyouts Insider

SPEAKERS: Brendan Achariyakosol, Managing Director, Commerce Street Capital; David Miller, Managing Partner, Encap Investments; Prabhas "PR" Panigrahi, Managing Director, Siguler Guff & Co.
5:00 pm Closing Keynote: The Real Story of Co-Investment Performance In Private Equity
Michael Elio, Managing Director, StepStone Global
5:30 pm Networking Reception

 

Wednesday, December 2, 2015

Time
Buyouts Funds Track
Buyouts Deals Track
8:00 am Networking Breakfast  
8:05 am Keynote Speaker: To Be Announced  
8:15 am Welcoming Remarks
8:25 am Keynote: Recent Research Into the Underlying Structure of the Secondary Market
Austin Long, Principal, Alignment Capital Group
9:00 am Keynote Speaker: Robert Smith, Vista Equity  
9:30 am AM Networking Break
10:00 am Funds Panel 10: Co-Investments: 10 GP-LP Strategies For Ensuring Positive Outcomes

MODERATOR: Sam Sutton, Buyouts Insider

SPEAKERS: Michael Sorensen, Vice President, BlackRock Private Equity Partners; Chirag Shah, Vice President, DB Private Equity and Private Markets; Rohit Seth, General Partner, Duchossois Group
Deals Panel 10: Prepping A Company For a Sale: Tips To Boost Valuations More than 10%

MODERATOR; Steve Gelsi, Buyouts Insider

SPEAKERS: Suzanne Kriscunas, Managing Partner; The Riverside Company; Scott Finegan, Managing Director, Pfingsten Partners, LLC; David Felts, Managing Director, Brookwood Associates
10:30 am Funds Panel 11: Are The Best Returns For LPs Still In The Middle Market?

MODERATOR: Sam Sutton, Buyouts Insider

SPEAKERS: Gordon Hargraves, Partner, Private Advisors LLC; David Hartford, Partner, Aeris Capital
Deals Panel 11: Operational Improvements: Best Practices On Rolling Up Your Sleeves

MODERATOR; Steve Gelsi, Buyouts Insider

SPEAKERS: Christina Morin, Managing Principal, Graham Partners; Michael Teplitsky, Vice President, Wynnchurch Capital; Chris Zugaro, Partner and Co-Founder, Trive Capital; Gustavo Alberelli, Managing Director, Trident Capital
11:00 am Funds Panel 12: Evaluating Emerging Managers: Signs A First Time Fund Is A Winner

MODERATOR: Alan Hartmann, Senior Manager, Moss Adams

SPEAKERS: Matt Petronzio, Director of Fund of Funds, Five Points Capital; Mishone Donelson, Principal, Fairview Capital; Jeff Curtis, Associate, Perella Weinberg Partners; Catharine Burkett, Director of Private Investments, LCG Associates

Deals Panel 12: Winning Without Overpaying: How To Beat The High Priced Market

MODERATOR; Steve Gelsi, Buyouts Insider

SPEAKERS: Marc Rowland, Senior Managing Director, IOG Capital; Jay Coughlon, Managing Partner, Lariat Partners, LP; Christina Morin, Managing Principal, Graham Partners
11:30 am Buyouts Funds Closing Panel: In The Next 12 Months, The Best Performing PE Size And Strategy Will Be...

MODERATOR: Bart Molloy, Managing Director, Monument Group

SPEAKERS: David Jensen, Director, Commonfund Capital; Craig White, Investment Manager, Stafford Capital Partners
Buyouts Deals Closing Panel: Creating A Winning Culture: How The Best PE Firms Operate

MODERATOR; Steve Gelsi, Buyouts Insider

SPEAKERS: Bruce Hernandez, Founding Partner, Spire Capital Partners; Chris Zugaro, Partner and Co-Founder, Trive Capital; Christopher Bruneau, 57 Stars, Washington, DC; David Schaible, Partner, Spire Capital Partners
12:00 pm Closing Keynote Speaker
Shamoil Shipchandler, Regional Director, Fort Worth Regional Office, SEC


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ExecConnect Private Meeting Program

The ExecConnect Private Meeting Program actively arranges one-on-one meetings between lenders, bankers, LPs and GPs so you'll have time to meet who you need to meet in a private setting. The 20-minute meetings are pre-scheduled by conference directors ensuring you meet with executives who best match your fundraising and investment goals.

Click here for information.

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Who's Coming?

Who attends PartnerConnect Events? Virtually every major Financial Sponsor and hundreds of LPs. Here are the sample of firms that will attending this year's PartnerConnect Southwest. Firms in bold represent LPs.

  • 32 Degrees Capital
  • 3P Equity Partners LLC
  • 747 Capital
  • Aberdeen Asset Management
  • Aeris Capital AG
  • Aethon Energy
  • Alignment Capital Group
  • Allstate Investments
  • Angelo, Gordon & Co.
  • Argand Partners
  • Bank of Ireland
  • Bank of Oklahoma
  • Battery Ventures
  • BlackEagle
  • BlackRock
  • Blennemann Family Investments
  • Bogdahn Group
  • Bowside Capital
  • Brookwood Associates
  • Callisto Partners
  • Cambridge Associates
  • Carl Marks Advisors
  • CAZ Investments, L.P.
  • Centerfield Capital Partners
  • Champlain Advisors, LLC
  • CIC Partners
  • Citco Fund Services
  • Coller Capital
  • Comerica Bank
  • Commerce Street Capital
  • Commonfund Capital
  • Corrum Capital Management
  • Crow Holdings Capital - Investment Partners
  • Cornell University
  • DB Private Equity and Private Markets
  • Duchossois Group
  • Duff & Phelps
  • DuPont Capital Management Corporation
  • EIV Capital, LLC
  • eJnnn Phecda Partners
  • Elm Creek Partners
  • Employees' Retirement Fund of the City of Dallas
  • Encap Investments
  • Evercore
  • Excellere Partners
  • Fairview Capital
  • FFL
  • First Reserve
  • Five Points Capital
  • Fort Worth Regional Office, Securities & Exchange Commission
  • Fortress Investment Group
  • Franklin Park
  • Freeman Spogli & Co.
  • Garrison Investment Group
  • GCM Grosvenor
  • GenSpring Family Offices
  • GI Partners
  • Graham Partners
  • Grove Street Advisors, LLC
  • GulfStar Group
  • Hamilton Lane
  • HarbourVest Partners
  • Hastings Equity Partners
  • HKW
  • HQ Capital
  • Insight Equity
  • Intervale Capital, LLC
  • IOG Capital
  • J.C. Flowers & Co.
  • J.P. Morgan
  • Johns Hopkins University
  • Kayne Middle Market Credit
  • Kelso & Co.
  • L.E.K. Consulting
  • Lariat Partners, LP
  • LaSalle Capital
  • LCG Associates
  • LongWater Opportunities
  • Madison Capital Funding
  • Marlin Equity Partners
  • McGladrey
  • Medley
  • MoDOT & Patrol ERS
  • Monument Group
  • Morgan Stanley Alternative Investment Partners
  • National Society of Institutional Investment Professionals
  • NB Alternatives
  • NGP Energy Capital Management
  • Northwestern Mutual Capital, LLC
  • One Rock Capital Partners, LLC
  • Panda Power Funds
  • Pelican Energy Partners LP
  • Perella Weinberg Partners
  • Performance Equity Management
  • Pfingsten Partners, LLC
  • Presidio Capital Advisors
  • Private Advisors LLC
  • RCP Advisors
  • Rotunda Capital
  • Sageview Capital
  • Securities & Exchange Commission
  • Sentry Insurance
  • Sequel Holdings, LP
  • Siguler Guff & Co.
  • Silicon Valley Bank
  • Si-Values / BG Partners Group
  • SL Capital
  • Sonen Capital
  • Spire Capital Partners
  • SPP Capital Partners
  • Spring Mountain
  • Stafford Capital Partners
  • Star Mountain Capital
  • StepStone Global
  • SunTx Capital Partners
  • Tenex Capital Management
  • Texas Children's Hospital
  • Texas Christian University Endowment
  • Texas Treasury Safekeeping Trust Company
  • The Meadows Foundation
  • The Riverside Company
  • Third Lake Capital
  • Tiarus
  • Triton Pacific Capital
  • Trive Capital
  • Trivest Partners
  • Tulane University Endowment
  • Turtle Creek Investment Advisors
  • Valuation Research
  • Victory Park Capital Advisors, LLC
  • Vista Equity
  • Vista Ridge Capital Partners
  • Wind Point Partners
  • Wynnchurch Capital, Ltd.


And Many More….


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Venue

Hotel Information

PartnerConnect Southwest 2015, is being held at:

The Adolphus
1321 Commerce St, Dallas, TX 75202

Unfortunately, the Adolphus Hotel has sold out ,however, here are a few recommended properties that are walking distance from our event:

Magnolia Hotel Downtown Dallas
The Joule, Dallas
Hilton Garden Inn
Homewood Suites

For any questions, please contact Lindsey Wolf at Lwolf@buyoutsinsider.com.

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