Agenda

Pre-Conference Events or Golf Tournament
Wednesday, March 25, 2009
OPTION A: AT&T Auditorium/Thunderbird Campus OPTION B: Wildfire Golf Club/Phoenix, AZ
Alternative Energy Investing Workshop

Moderator: John Moran, Director for Business Development & Client Relations, Overseas Private Investment Coroporation (OPIC)

Panelists:
H. Jeffrey Leonard, Chairman, Global Environment Fund
Nicolas Parker, Executive Chairman, Cleantech Group LLC
William Tharp, Chief Executive Officer, The Climate Change Infrastructure Corporation
2:30-4:00 Box Lunch/Golf Kick Off 12:00
Private Equity Breakdown Report 2009
John Gabbert, CEO & Founder, Pitchbook Data, Inc.
4:00-5:00 Shot Gun Start 1:00
Corporate Venture Workshop
Moderator: Erik Sebusch '01, Portfolio Manager-Alternative Investments, UPS Investments

Panelists:
Gerd Goette, Managing Partner, Siemens Venture
Anne-Marie Roussel, Director-Digital Media, Strategic & Emerging Business Group, Microsoft
Tom Whiteaker '96, Partner, Hartford Ventures
5:00-6:30 Sponsored by Green Alpha Advisors  

Welcome Reception 6:30-7:15
President's Dinner (Invitation Only)
Hosted by Thunderbird President Angel Cabrera and SVB Capital
7:30-9:00


Conference
Thursday, March 26, 2009
Time
Please note that all conference events take place in the AT&T Auditorium and the Global Business Atrium unless otherwise specified. Business casual attire.
Conference Registration & Breakfast
7:30-8:30
Welcome & Call To Order
John C. Cook '79, Chairman, Rock Lake Associates; Chairman Emeritus, TPEC Advisory Board
8:30-8:40
Thunderbird Welcome
Susan Boedy '02, Director, TPEC
David Roberts '73, Chairman, Thunderbird Board of Trustees; Vice Chair Retired, Citibank/Citigroup
8:40-8:55
The Globalization Imperative
Joseph Quinlan, Managing Director & Chief Market Strategist, Bank of America Investment Strategies Group; TPEC Advisory Board Member
Introduction by: F. John Mathis, PhD, Director, Thunderbird Global Financial Services Center; Professor of Global Finance
9:00-9:45
The Potential Threat of New Regulation on Global Private Equity
Douglas Lowenstein, President, Private Equity Council
Introduction by: Larry K. Mellinger '68, Private Equity Advisor, LKM Advisors, LLC; former Head of AIG Global Private Equity; Vice Chairman, TPEC Advisory Board
9:45-10:30
Networking & Refreshments 10:30-11:00
Investment Outlook 2009 and Beyond
Moderator: Todd Peterson, Partner, Edwards Angell Palmer & Dodge

Panelists:
Tom Blaisdell, General Partner, DCM
Richard Decker '70, Chairman & Co-Founder, Belvedere Capital Partners
Matt Den Bleyker, CAIA, Portfolio Manager-Alternative Strategies, Arizona State Retirement System
Scott Gallin, Managing Director, AIG Vantage Capital
11:00-12:15
The Impact on Returns of Global Investing
Moderator: Jarl Kallberg, PhD, Professor of Global Finance, Thunderbird School of Global Management

Panelists:
Amit Ratanpal, Head of Fund of Funds (Private Equity), ICICI Bank Ltd.
Jesse Reyes, Managing Director, Bear Stearns Private Funds Group (A J.P. Morgan Company)
Emmanuel Roubinowitz, Managing Director, Fondinvest Capital
Maninder Saluja, Co-Head, Emerging Markets Private Equity Group, Quilvest
12:15-1:30
Lunch Keynote
Stanley P. Gold, President and Chief Executive of Shamrock Capital Advisors and President of Shamrock Holdings (Roy Disney Family Office)

Family Office Perspective on Crisis and Opportunity in Global Private Equity Investing
Introduction by: John Cook '79, Chairman, Rock Lake Associates; Chairman Emeritus, TPEC Advisory Board
1:30-2:45
The Secondary Market: Reaching Liquidity
Moderator: Heather Stone, Partner, Edwards Angell Palmer & Dodge

Panelists:
Matthew Arkinstall, Investment Director, Green Park Capital
Sebastien Burdel, Principal, Coller Capital
Jonathan Costello, Executive Director, Morgan Stanley
Brett Gordon, Managing Director, HarbourVest Partners
Mark Maruszewski, Partner, Pomona Capital
3:00-4:15
Fireside Chat: Distressed Debt Opportunities
Moderator: Larry K. Mellinger '68, Private Equity Advisor, LKM Advisors, LLC; Former Head of AIG Global Private Equity; Vice Chairman, TPEC Advisory Board

Panelist:
Roger Wittlin '73, Managing Director, SilverLake Investments
4:15-5:00
Cocktail Reception 5:00-6:00
Keynote Address & Awards Dinner
Robert Theleen '70, Chairman & CEO, ChinaVest

Master of Ceremonies: David Roberts '73, Chairman, Thunderbird Board of Trustees; Vice Chair Retired, Citibank/Citigroup
6:30-8:45
Drinks at the Pub 9:00-11:00

Friday, March 27, 2009
Time
Conference Registration & Breakfast 7:30-8:30
Call to Order
Kurt Geiger, Chairman, TPEC Advisory Board; former Head of Financial Institutions, European Bank for Reconstruction & Development

Angel Cabrera, President, Thunderbird SChool of Global Management
8:45-9:00
Trends Towards Infrastructure, Real Assets & Natural Resources
Moderator: G. David Underwood, Senior Private Equity Portfolio Manager, Arizona State Retirement System

Panelists:
Cate Ambrose, Executive Director, Latin American Venture Capital Association
Amit Ratanpal, Head of Fund of Funds (Private Equity), ICICI Bank Ltd
George McPherson, Managing Director, Global Environment Fund
James Seymour, Managing Director, EMP Global
9:00-10:30
Fundraising Outlook 2009
Moderator: Mark O'Hare, Managing Director, Preqin Ltd.

V. Marc Cali III, Partner, Probitas Partners
Timothy W. Cunningham '76, President, Touchstone Group, LLC
Nick Efstratis, Managing Director, EPIC Ventures
Michael Mueller, Deputy Chief Investment Officer, Oregon State Treasury
10:30-12:00
Networking & Refreshments 12:00-12:45
Lunch Keynote
Kurt Geiger, former Head of Financial Institutions, European Bank for Reconstruction & Development; Chairman, TPEC Advisory Board

Introduction By: Cynthia Hostetler, former Head of Private Equity, Overseas Private Investment Corporation (OPIC); Vice Chairman, TPEC Advisory Board
12:45-2:00
Limited Partner Globalization Issues Going Forward
Moderator: Jesse Reyes, Managing Director, Bear Stearns Private Funds Group (A J.P. Morgan Company)

Panelists:
James Anderson '80, President, SVB Analytics
Andre P. Jaeggi, Founding Partner, Ji Portfolio Services
Wendall McCain, Founding Partner, Parish Capital Advisors, LLP
Mark Steed '07, Investment Specialist, Public Safety Personnel Retirement System of the State of Arizona
2:00-3:15
Tour of Thunderbird’s Campus
Led by Thunderbird Student Ambassadors
3:15-4:00
Thunderbird Global Private Equity Center (TPEC) Advisory Board Meeting
Reserved for executive advisory board members.
3:30-5:00
Wild West Dinner at Thunderbird
A unique southwestern entertainment event including BBQ, music, an old west casino, and a roaring bon fire.
6:30

Saturday, March 28, 2009
Time
Thunderbird Tour de Phoenix
For a second year in a row, conference attendees are invited to join students on a ride through the water canals of Scottsdale. A short and long ride will be organized.
8:00am
Scottsdale, AZ