New Normal in Global Private Equity
The Best of Times, The Worst of Times
April 7-8, 2011

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Agenda: Conference Kick-Off Events (Day 1, Day 2)

Conference Day 1

Thursday, April 7, 2011
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
  Introduction by: Larry Mellinger, Co-Chair, 7th Annual Global Private Equity Investing Conference; Vice Chairman, TPEC Advisory Board  
Thunderbird Welcome 8:40-8:55
  Angel Cabrera, President, Thunderbird School of Global Management  
Fireside Chat: State of the Economy
 9:00-10:00
  The opening discussion will feature expert commentary on current prevailing trends affecting alternative assets--including pending changes in regulation, new investment opportunities, and tech innovation.

Jack Rivkin, Director, Idealab; Director, Neuberger Berman Mutual Funds

Introduction by: Dr. Angel Cabrera, President, Thunderbird School of Global Management
  
Networking and Refreshments 10:00-10:30
Trends in LP Allocations 10:30-11:00
  Trends in LP allocations to the alternative asset class. How can allocations to alternative assets diversify risk and maximize return? What is the outlook for allocations to the asset class?

Mark O'Hare, Co-Founder & Managing Director, Preqin

Introduction by: Larry Mellinger, Co-Chair, 7th Annual Global Private Equity Investing Conference; Vice Chairman, TPEC Advisory Board		  
Limited Partner Perspective: Where Does Private Equity Fit Now?  11:00-12:15
  Trends in LP allocations to the alternative asset class. How can allocations to alternative assets diversify risk and maximize return? What is the outlook for allocations to the asset class?
Moderator: Mark O'Hare, Co-Founder & Managing Director, Preqin

Panelists:
Michael Mueller, Deputy CIO, Oregon State Treasury
Mark Steed '07, Investment Specialist, Public Safety Personnel Retirement System of the State of Arizona
Christian Hinze, Head of Indirect Private Equity, Swiss Re Private Equity Partners AG
Tom Cawkwell, Partner, Albourne Private Equity
  
Lunch Keynote Address 12:15-1:30
  William Owens, Asia Chairman, AEA Investors; former Vice Chairman, Joint Chiefs of Staff
Introduction by: John Cook '79, Chairman, Rock Lake Associates
Hosted by: Edwards Angell Palmer & Dodge LLP		  
LPs Going Direct: Partner or Competitor
 1:30-2:30
  How has the growing sophistication of institutional investors affected the GP/LP relationship. What are the trends towards direct investing, and what are the implications for general partners?
Moderator: Jesse Reyes, Co-Founder, QuartileOne
Panelists:
Susan Boedy '02, Principal, Knightsbridge Advisers
Andre Jaeggi, Founding Partner, Ji Portfolio Services

Introduction by: Gary Gibbons, Ph.D., Academic Director, TPEC; Visiting Professor, Thunderbird Walker Center for Global Entrepreneurship		  
Evolving Partnership Structures in the New Normal 2:30-3:30
 

What are prevailing themes in LP/GP partnership structures? How have pending changes in carried interest affected partnership terms? Which terms are LPs most successfully negotiating? Which are GPs pushing back on the most?

Moderator: Heather Stone, Partner & Chair of the Firm's Fund Formation practice group, Edwards Angell Palmer & Dodge LLP

Panelists:
Pawan Chaturvedi, Partner & Head of Asia, Altius Associates
Kirk Dizon, Managing Director, Hall Capital
Andre P. Jaeggi, Founding Partner, Ji Portfolio Services

  
Networking and Refreshments 4:00-4:15
Regulations in the New Normal: Back-Office Support and Development 4:15-5:15

How will proposed regulations on the alternative asset class affect private equity investing? What are investors doing in preparation for the pending changes in regulation? What are the staffing needs associated with complying with the new regulations?

Moderator: Marcel Meyer, Partner, PricewaterhouseCoopers AG

Panelists:
William Mark, Lead Examiner Supervision & Regulation, Federal Reserve Bank of Chicago
Richard Roberts, Principal, Roberts, Raheb & Gradler, LLC
Ray Haarstick, Founder & CEO, Relevant Equity Systems, Inc.
Robert A. Nisi, Managing Director, PricewaterhouseCoopers

  
New Investment Pools or Dry Lagoons? Family Offices, Endowments, and Sovereign Wealth Funds 5:15-6:30

Which markets are most appealing to family offices, endowments, and sovereign wealth funds? What are other determinants when choosing a general partner? What is the outlook for allocation to the alternative asset class? What about to emerging markets?
Moderator: John Cook '79, Chairman, Rock Lake Associates
Panelists:
Joshua Gross, President, Mill Creek Capital Partners
Chris Douvos, Co-Head, Private Equity, The Investment Fund for Foundations
David Brief, CIO, Jewish Federation of Metropolitan Chicago

Introduction by: Lena Booth, Ph.D., Professor of Finance, Thunderbird School of Global Management

  

Cocktail Reception
Hosted by: Rothstein Kass

 6:30-7:00

Dinner

 7:00

Joseph Quinlan, Managing Director & Chief Market Strategist, U.S.Trust-Bank of America will capture the geopolitical discourse and discuss how it is affecting global capital flows.

Joseph Quinlan, Managing Director & Chief Market Strategist, U.S. Trust-Bank of America Private Wealth Management; TPEC Advisory Board

Introduction by: Dr. F. John Mathis, Professor of Global Finance, Thunderbird School of Global Management

Hosted by: Global Environment Fund

  

Conference Day 2

Friday, April 8, 2011
Time
Option A:
Conference Registration and Breakfast
Call to Order 9:15-9:30
  Kurt Geiger, Chairman, TPEC Advisory Board; former Head of Financial Institutions, European Bank for Reconstruction & Development

  
Regional Perspective: Burgeoning Opportunities in China 9:30-10:15
 

Spotlight on opportunities in rapidly growing China. Where do the greatest opportunities exist in China and Asia? How will going 'native' with Renminbi domiciled funds affect investing in China? What looming obstacles remain?

William A. Owen, Asia Chairman, AEA Investors; former Vice Chairman, Joint Chiefs of Staff

Introduction by: Mary Teagarden, Ph.D., Professor of Global Strategy; Editor, Thunderbird International Business Review (TIBR)

  

Regional Perspective: Burgeoning Opportunities in Africa
Spotlight on opportunities on the African continent. What are the greatest development needs in Africa? How can private capital contribute to the growth of the region? What looming obstacles remain for the continent?
Moderator: Olufemi Babarinde, Ph.D., Associate Professor of Global Studies, Thunderbird School of Global Management
Panelists:
Jim Seymour, Managing partner, Pontefract Global Strategies, LLC
Andrew Johnstone, CEO, Africa Infrastructure Investment Managers (invited)


Developing Trends in New Frontiers
Which sectors represent the greatest opportunities? What are the obstacles to entry? What are the exit opportunities?

 10:15-11:30
 

Moderator: Todd Peterson, Counsel, Private Equity and Venture Capital Practice Group, Edwards Angell Palmer & Dodge LLP

Panelists:
Veronica John, CEO, Serasi Capital
Ken Stevens '90, Managing Partner ‘90, Leopard Capital 
Elizabeth Lewis, Vice President, Global Environment Fund 
Greg Rockwell, Principal, Excend Capital Group

Introduction by: Thunderbird Faculty

  11:45-1:00
Lunch Keynote: Opportunties in India
Parag Saxena, Founding General Partner & CEO, New Silk Route  		1:00-2:30
  Introduction: Robert Hisrich, Ph.D., Director, Thunderbird Walker Center for Global Entrepreneurship
  
Impact Investing: Discovering the Triple Bottom Line 2:30-3:30
 

What is the outlook for returns for impact investors? Which sectors are most attractive for investors? Which regions? 

Moderator: Jim Seymour, Managing Partner, Pontefract Global Strategies, LLC

Panelists:
Luiz H. Maia '81, Managing Partner, Brookfield Brazil Capital Partners
Arun Sharma, CIO Global Financial Markets, International Financial Corporation (IFC)
John Griffith, Treasurer and CFO, Bryn Mawr College

Introduction by: Mary Teagarden, Ph.D., Professor of Global Strategy; Editor, Thunderbird International Business Review (TIBR)

  
Emerging Opportunities in Clean Tech Investing
Which emerging technologies present the greatest opportunities? What is the role of universities and government in commercializing clean technologies? With less than promising performance on the public markets, what are the preferred exits?

 2:30-3:30
  Panelists:
Erik Sebusch '01, Partner, CMEA Capital
Jack Rivkin, Director, Idealab; Director, Neuberger Berman Mutual Funds
Jim Matheson, General Partner, Flagship Ventures
Brian Walsh, Principal, Nth Power

Introduction by: Greg Unruh, Ph.D., Professor of Global Business and Director of the Thunderbird Lincoln Center for Ethics		  

Final Remarks

 4:45-5:00
TPEC Advisory Board Meeting (Invitation Only) - President's Room 5:30-6:30
Dinner 6:30
  Campus Pub

Conference Wrap-Up: Get ready for a unique, Southwestern entertainment event including a BBQ and music. Casual attire highly encouraged.