Northeast Private Equity Conference
January 24, 2017 | Convene Midtown-East | New York, NY
Agenda
12:00 – 1:30 p.m.
Women Investors Networking Luncheon (Invitation only, please.)
An informal gathering for fund managers, limited partners and investment bankers who
focus their investment activities in the Lower Middle Market.
1:00 p.m.
Conference Registration Opens
1:30 – 2:15 p.m.
Best Practices and Predictors of Fund Success
The next installment of a comprehensive survey of general partners industry-wide.
Tim Rafalovich, Wells Fargo Community Lending and Investment
2:30 – 2:35 p.m.
Welcome and Sponsor Recognition
Steve Hobman, NewSpring Capital, Northeast Regional President
2:35 – 3:00 p.m.
Factors Shaping the Market in 2017
A review of key market indicators and prospective policies that may affect
private equity investors as they consider investment strategies in 2017. Our speaker
provides strategic investment and portfolio management advice to both institutional and
private clients in the U.S. and Canada.
Brian Belski, Chief Investment Strategist, BMO Capital Markets
3:00 – 3:45 p.m.
LP Perspectives on the Fundraising Trail
What is the institutional appetite for investing in Private Equity Funds and SBICs
today vs. five years ago? 10 years ago? What do LPs consider critical success factors
in their investment decisions? Do LPs have preferred investment strategies employed by
fund managers….control vs. non-control, a debt and equity portfolio mix, sponsored vs.
non-sponsored? Are there new terms in Limited Partner Agreements taking hold that
GPs must be prepared for? Our speakers will provide well-rounded and timely
perspectives.
Steve Gord, Boathouse Capital, Session Moderator
R. Narayan Chowdhury, Franklin Park LLC
Carl Jenkins, BMO Harris Bank Community Investments
Peter Rothschild, RF Investment Partners
Roy Swan, Morgan Stanley Global Sustainable Finance
3:45 – 4:15 p.m.
Networking Refreshment Break
4:15 – 4:45 p.m.
A New Administration, A New Congress – Impact on Private Equity Investors
SBIA President Brett Palmer peels back the issues that may affect private equity fund
managers in the year ahead.
Brett Palmer, President, Small Business Investor Alliance
The Northeast Private Equity Conference is presented by the Small Business Investor Alliance.
1100 H Street, NW, Suite 1200 | Washington, DC 20005 | 202.628.5055 | SBIA.org
2017 Northeast Private Equity Conference Agenda - Continued
4:45 – 5:30 p.m.
Keynote Address: Protecting American Citizens
Our keynote speaker is one of the world’s most respected and trusted experts on risk and
security issues. During a 46-year career in law enforcement, he instituted progressive
change while leading six police departments, including seven years as Chief of the Los
Angeles Police Department and two nonconsecutive terms as the Police Commissioner
of the City of New York. He is the only person ever to lead the police agencies of
America’s two largest cities. Now, as the Executive Chairman of Teneo Risk,
Commissioner Bratton advises clients on risk identification, prevention, and response.
Teneo Risk addresses five key areas: cyber risk management, crisis and
counterterrorism preparedness, and critical infrastructure and health crisis
advisory services. This session is an unparalleled opportunity to get an inside
perspective on domestic security.
Commissioner William Bratton, Executive Chairman, Teneo Risk
5:30 – 7:30p.m.
Finding Deals and Building Networks Cocktail Reception
Enjoy the region’s premier networking event for those active in the lower middle market.
Meet leading dealmakers who shape the future of our dynamic asset class.
7:30p.m.
Conference Adjourns
The Northeast Private Equity Conference is presented by the Small Business Investor Alliance.
1100 H Street, NW, Suite 1200 | Washington, DC 20005 | 202.628.5055 | SBIA.org