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Agenda

Conference Kick-Off Events

Wednesday, April 7, 2010
TIME
AT&T Auditorium/Thunderbird Campus
  Venture Capital: China
This panel will explore the trends in venture capital in China, and throughout Asia.  Where are the greatest opportunities?  What the biggest impediments to the industry?
Lewis Rutherfurd, Co-Founder & Managing Director, Inter-Asia Management		 2:30-3:15
  Venture Capital: Crisis or Opportunity?
The panel will explore a range of issues related to the current state and future trends of venture capital from the fund of funds, general partner, family office, consultant and institutional investor perspectives.  How healthy is VC? What are the drivers for returns going forward? Is globalization and cleantech changing the game?
 
Moderator: Susan Boedy '02, Principal, Knightsbridge Advisers, LLC
Panelists:
Mark Steed '07, Private Equity Strategist, Arizona Public Safety and Personnel System
Tom Whiteaker '96, Managing Director, The Hartford Group
David Whorton, Founding Partner, Tugboat Ventures		 3:15-4:30
  Corporate Venture
What are the biggest benefits of corporate venture? What are the pitfalls? We will hear from limited partners, venture capitalists, corporate VCs, and an entrepreneur about the pro's and con's of corporate venture capital.
Moderator: Erik Sebusch '01, Portfolio Manager, UPS Investments
Panelists:
Stewart Alsop, Partner, Alsop Louie Ventures
Steve Bowsher, Managing Partner & Executive Vice President, In-Q-Tel
Todd Jaquez-Fissori, Managing Director, Hercules Technology Growth Capital
Hildy Shandell, Venture Partner, OPUS Capital		 4:45-6:00
 

Venture Capital: An Entreprenuer's Perspective 
Ken Valvur '88, Founder & Director, Bento Nouveau 

 6:00-6:30
Welcome Reception 6:30-7:15
  Hosted by: Rothstein Kass  
President's Dinner (Invitation Only) 7:30-9:00
  John Mauldin, Editor, Thoughts from the Frontline  
  Hosted by Thunderbird President Angel Cabrera  

Conference Day 1

Thursday, April 8, 2010
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 8:30-8:40
  Kurt Geiger, Chairman, TPEC Advisory Board; former Head of Financial Institutions, European Bank for Reconstruction & Development  
Thunderbird Welcome 8:40-8:55
  Angel Cabrera, President, Thunderbird School of Global Management  
Macro-Economic Overview
 9:00-10:00
  The world economy has recently witnessed a major macroeconomic crisis in both emerging and emerged market economies. The Great Recession has been characterized by the sudden stop in the flow of capital, the fall in asset prices, and a sharp decline in consumer demand. But as the world economies revitalize, where are the greatest opportunities? What are the biggest risks? Where do we go from here?

Joseph Quinlan, Managing Director & Chief Market Strategist, US Trust- Bank of America Private Wealth Management; TPEC Advisory Board Members
  
State of the Industry: Private Equity & Venture Capital 10:00-11:15
  A look at the current status of global private equity and venture capital in light of new tax policies and government regulation. How will evolving government policy affect the private equity industry?

Moderator:
Susan Boedy '02, Principal, Knightsbridge Advisers LLC

Speakers:
Mark Heesen, President, National Venture Capital Association (NVCA)
Kathy Jeramaz-Larson, Executive Director, Institutional Limited Partners Association (ILPA)
  
Networking & Refreshments 11:15-11:30
  Hosted by: RISC LLC  
Identifying Superior Returns in the New Economy 11:30-12:45
  Which sectors are situated to provide the greatest returns for 2009/2010 vintage funds? Where are the greatest opportunities given the current state of the economy and the massive government injection of capital? Has a new paradigm emerged for private equity investors?

Moderator:
Marcel Meyer, Partner, PricewaterhouseCoopers AG Switzerland

Panelists:
Sebastien Burdel, Principal, Coller Capital
Thomas Franco, Partner, Clayton Dubilier & Rice
H. Jeffrey Leonard, Chairman & CEO, Global Environment Fund
Michel Leonard, Chief Economist & Senior Vice President, Alliant | A Blackstone Group Company
  
Lunch Keynote Address 12:15-1:30
  Javier Echarri, Secretary-General, European Private Equity & Venture Capital Association (EVCA)

Introduction by: John Cook '79, Chairman, Rock Lake Associates; Chairman Emeritus, Thunderbird Global Private Equity Center

Hosted by: Edwards Angell Palmer & Dodge LLP		  
Opportunities in Emerging Markets
 2:30-3:45
  Which markets prsent the best opportunities? Are the BRIC coutnries offering preferred returns? Is Africa truly the last frontier? What sectors present the biggest opportunities in the emerging markets?  How is the private equity industry developing in these markets?

Moderator:
Todd Peterson, Head of Emerging Markets Group, Edwards Angell Palmer & Dodge LLP

Panelists:
Gustavo Eiben '04, Head of North America Investor Relations, Aureos Capital
Amit Ratanpal, Director, Kaizen Management Advisors Pvt. Ltd.; TPEC Board Fellow
Maninder Saluja, Co-Head, Emerging Markets Private Equity Group, Quilvest
Vincent Warner, Managing Director & Chief Executive Officer, Chepstow Capital		  
Clean Tech Investing 3:45-5:00
 

Where are the greatest opportunities for alternative energy investing? What is the prospect for clean tech investing given the recent financial meltdown? Which global markets are being targeted for alternative energy investing?

Moderator:
Sheeraz Haji, President, Cleantech Group

Panelists:
Jennifer Fonstad, Managing Director, Draper Fisher Jurvetson
John Kuhns, Chief Executive Officer, China Hydro Electric
Terry A. Newendorp, Chairman & CEO, Taylor-DeJongh		  
Cocktail Reception 5:30-6:30
Hosted by: Global Environment Fund  
Keynote Address & Dinner 7:00-9:00
Jack Rivkin, Director, Idealab; Director, Neuberger Berman Mutual Funds

Title: The Evolution of the Alternative Asset Class
Introduction by: Kurt Geiger, Chairman, Thunderbird Global Private Equity Center; former Head of Financial Institutions, European Bank for Reconstruction and Development (EBRD)

Hosted by: Rock Lake Associates		  
Drinks at the Pub
Organized by: Thunderbird PE/VC Club		 9:00-11:00

Conference Day 2

Friday, April 9, 2010
Time
Option A:
Conference Registration and Breakfast		 Option B:
Invite-only Limited Partner Breakfast:
Kathy Jeramaz-Larson, Executive Director, Institutional Limited Partners Association (ILPA)

Mark O'Hare, Founder & Managing Partner, Preqin Ltd.

Hosted By: Preqin Ltd.		 7:00-8:30
Call to Order 8:45-9:00
  Kurt Geiger, Chairman, TPEC Advisory Board; former Head of Financial Institutions, European Bank for Reconstruction & Development

Angel Cabrera, President, Thunderbird School of Global Management		  
Walker Center Update 9:00-9:30
  An update on new initiatives at the Walker Center for Global Entrepreneurship, including the launch of the Thunderbird Angel Investor Network.

Gary Gibbons, Academic Director, Thunderbird Global Private Equity Center; Visiting Professor, Walker Center for Global Entrepreneurship
Dee Harris, Managing Director, Arizona Angels Investor Network
Robert Hisrich, Director, Thunderbird Walker Center for Global Entrepreneurship		  
A Reality Check on the Future of Private Equity: Politics, Economies, Governance, & Returns
A fireside chat with Larry Mellinger '68, Vice Chairman of Advisory Board, TPEC; Private Equity Adviser, LKM Advisors, LLC; former Managing Director and Global Head, AIG Alternative Investments Group; former U.S. Executive Director of the Itner-American Development Bank (IADB)		 9:30-10:00
Identifying Risk in the New Economy
In light of the economic recession, what are some of the changes in due diligence? Are investors looking at particular elements of deals that they did not consider before? What remains to be the greatest risk for investors? 		10:00-11:15
  Moderator:
Heather Stone, Partner, Edwards Angell Palmer & Dodge LLP

Panelists:
Marcel Meyer, Partner, PricewaterhouseCoopers AG Switzerland
Charles Moore, President, Moore-McNeil, LLC
Christopher Veber, Managing Director, Equity Risk Partners		  
Networking & Refreshments 11:15-11:30
  Hosted by: Taylor-DeJongh  
Real Assets & Real Opportunities 11:30-12:45
  Which markets are most attractive to real asset investors? How has government stimulus spending affected investment opportunities? Which sectors are most appealing for 2009/2010 vintage funds?

Moderator:
Cynthia Hostetler, Vice Chairman, TPEC Advisory Board; former Vice President, Investment Funds, Overseas Private Investment Corporation (OPIC)

Panelists:
Steven Buckely, Founding Partner, Innova Capital
Marc Frishman '98, Partner, Conduit Capital
Christopher Ruth, Managing Partner, Northern Gulf Partners
James Seymour, Managing Director, EMP Global		  
Lunch with the LP's: Trends in Institutional Investing
Which sectors are most appealing to limited partners? What is the outlook for private equity portfolio allocation? What are the alternative sources for fundraising? What are the current needs of institutional investors? How have recent scandals regarding the use of placement agents affected LPs?		 12:45-2:00
  Moderator:
Jordan Robinson, Managing Director, Pomona Capital

Panelists:
Marleen Groen, Principal Founder & CEO, Greenpark Capital
Richard Henkel, Private Equity Portfolio Manager, Arizona State Retirement System
Joe Topley, Managing Director, Parish Capital Advisors
Michael Mueller, Deputy Chief Investment Officer, Oregon State Treasury		  
Thunderbird Global Private Equity Center Advisory Board Meeting (Invitation Only) 2:30-4:00