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

Thunderbird Global Council and Thunderbird Global Private Equity Conference Reception

The Thunderbird Global Council invites the Thunderbird Global Private Equity Investing Conference attendees to a reception in the Herberger Building Atrium.

Wine and hors d’oeuvers will be served.

Business casual attire.

Conference Registration & Continental Breakfast

Continental Breakfast hosted by New Atlantic Ventures

Welcome & Call To Order

Cynthia Hostetler, Chairman, Thunderbird Global Private Equity Center and Director and Trustee, Artio Global Investment Funds and Artio Global Equity Funds

Conference Overview

Luiz Fraga ’85, Honorary Conference Chairman and Founding Partner, Gávea Investimentos

Thunderbird Welcome

Ann Iverson, Chairman, Thunderbird School of Global Management Board of Trustees

Opening Keynote "The Challenges and Strategies for Pension Fund Investing in Private Equity Today”

Robert Grady, Chairman, New Jersey Investment Council and Managing Director Cheyenne Capital

Introduction:

• Cynthia Hostetler, Chairman, Thunderbird Global Private Equity Center and Director and Trustee, Artio Global Investment Funds and Artio Global Equity Funds

Keynote: "Private Equity LP Update"

What are current trends in LP allocations to the alternative asset class? Given pending increase in liabilities, what sectors offer the greatest prospect of meeting funding requirements? What are the current trends in manager selection, including fees and carried interest?

Mark O'Hare, Founder and Chief Executive, Preqin Ltd.

Introduction:

• Larry Mellinger ’68, Chairman 8th Annual Global Private Equity Investing Conference and Vice Chairman, TPEC Advisory Board

Networking Break

Drilling Deeper for Alpha In the BRICs - Buy Outs, Growth Equity and Venture

Which sectors present the greatest opportunities in BRIC? What are the greatest hurdles? What are the biggest concerns about management teams? How do you manage US investor reporting demands with in-country practices? What is LP appetite for the BRIC markets?

Moderator:

• F. John Mathis
  Professor of International Finance, Thunderbird School of Global Management
  

Panel:

• Luiz Fraga ’85, Co-Founder, Gávea Investimentos
• Scott Foushee, Managing Director, Acme Partners LLC
• Thomas F. Greer ’73, Director, China Enterprise Capital and Advisor to China Vest Limited 
• Sumeet Jain, Partner, CMEA Capital

Seeking Alpha in the U.S. and Europe in a Slower Growth World

How important is the management team in selecting an investment? How important is board participation in navigating the changed landscape? What strategies are being employed to ‘weather the storm’? Which sectors present the greatest opportunity in the post Great Recession world?

Moderator:

• Mike Dinan, President and CEO, Dinan & Company

Panel:

• Robert Chefitz, US Partner, Performa Investimientos
• Jim Fleming, Partner, Columbia Capital
• Scott Gallin, Managing Director, PineBridge Investments
• Dominik Woessner ’02, Director, Cogent Partners

Luncheon Keynote: "People, the Planet and Productivity"

Sagiv Shiv, Managing Director, INTL Provident Group

Introduction:

• Ángel Cabera, Ph.D., President, Thunderbird School of Global Management

Where are LP's Looking for Alpha in the Decade Ahead?

How are unfunded liabilities driving investment strategy over the next decade? Which sectors provide the highest risk-adjusted returns? What role do the emerging markets play? Which markets provide the greatest opportunity?

Moderator:

• Mark O’Hare, Founder and Chief Executive, Preqin Ltd.

Panel:

• Steve Hartt, Sr. Vice President, Meketa Investment Group
• Joncarlo Mark, Founder and Managing Member, Upwelling Capital Group LLC and former Senior Portfolio Manager-Alternative Investment Management, California Public Employee Retirement System (CalPERS)
• Karl Polen, Private Equity Portfolio Manager, Arizona State Retirement System
• Heather Stone, Partner, Edwards Wildman Palmer LLP

Thunderbird Private Equity Center Progress & Accomplishments 

Gary Gibbons, Ph.D., Academic Director, Thunderbird Private Equity Center Visiting Professor of Entrepreneurial Finance

3:30-4:00

Networking Break

Growth and Alpha in Hard Assets - The New Opportunity in Infrastructure Investing

How do you best structure infrastructure investments? What role do the debt markets play? What does the capital stack look like? What role do government programs have in financing structure? How the return profiles meet investor funding requirements?

Moderator:

• Sagiv Shiv, Managing Director, INTL Provident Group

Panel:

• Alexander Chalmers, Managing Director, Avenida Capital
• Marc Frishman '98, Managing Partner, Conduit Capital
• Kinney Johnson,  Founder, Hydro Advisors LLC
• Timothy Reynolds, Principal, Highstar Capital
  

The Next Big Bang: Where is Venture Investing Going From Here…

What is the current status of the industry and what are causes for optimism? What transformations across industry segments and geographies hold the most promise for venture capital investing? Moving forward, how will venture capital be deployed in the U.S. and abroad?

Moderator:

• Peter Kehrli, Senior Manager, Rothstein Kass

Panel:

• Stewart Alsop, Partner, Alsop Louis Partners
• Todd Hixon, Managing Partner, New Atlantic Ventures
• Phil Sanderson, Managing Director, IDG Ventures
• Sven Weber, President, SVB Capital

Cocktail Reception Hosted by Rothstein Kass

Dinner Keynote Address Hosted by Edwards Wildman

"Emerging Markets Private Equity: The Dynamic Frontier"

Jay Koh, Head of Investment Funds and Chief Investment Strategist, OPIC

Introduction:

• Robert Hisrich Ph.D., Garvin Professor of Entrepreneurship and Director Walker Center for Global Entrepreneurship

Late Night at the Pub - Thunderbird Tower hosted by Cynthia Hostetler, Chair, TPEC Advisory Board

What are the Members of Major PE and VC Associations Concerned About Today?

Which markets are members most interested in? What issues most concern members?

Moderator:

• Jesse Reyes, Co-Founder, Quartile One LLC

Panel:

• Bronwyn Dylla-Bailey, Vice President Research, Private Equity Growth Council
• Jennifer Choi, Vice President Industry and External Affairs, EMPEA
• Fabiana Cid de Andrade '03, Director. Business Development & Strategy, LAVCA
• Trevor Loy, Director, Board of Directors, National Venture Capital Association and Founder, Flywheel Ventures
• Richard Rémillard, Executive Director, Canadian Venture Capital Association

Networking and Refreshments

Other Than Hard Assets, What Growth Sectors Should Investors be Looking at? What is Driving That Growth?

The Case for Healthcare, Education, and Tech Investing, in Emerging and Developed Market

Moderator:

• Eric Sebusch '01, Partner, CMEA Capital

Panel:

• Allan Drimmer, Provost, University of Phoenix
• Jill Frankle, Managing Partner, Knightsbridge Advisers
• Karl Handelsman, Managing Director, Life Sciences, CMEA Capital
• Amit Ratanpal, Director, Kaizen Management Advisors
• Thomas Whiteaker '96, Managing Director, Hartford Ventures

Beyond the BRICs, Opportunities for Alpha in Frontier Countries

An Examination of Latin America, MENA, SE Asia, Central Europe and the ‘stans. Which markets are most attractive? How does the management experience gap impact investment decision? What are the preferred exit opportunities?

Moderator:

• Todd Peterson, Head of Emerging Markets Practice, Edwards Wildman Palmer LLP

Panel:

• Steve Cowan, Managing Director, 57 Stars
  Sandra Darville ’83, Chief of the Development Effectiveness Unit, Multilateral Investment Fund, IMDB
• Gustavo Eiben ‘04, Head of North America Investor Relations, Aureos Capital
• Jim Seymour, Strategic Advisor, Leopard Capital and Managing Partner, Pontefract Global Strategies
• Peter Tropper, Chief Investment Officer, Private Equity Group, IFC

Networking  Luncheon

Formal Close of Conference

• Larry Mellinger '68, Chairman, 8th Annual Global Private Equity Investing Conference and Vice Chairman, Thunderbird Global Private Equity Advisory Board

Western BBQ at the Pub