2023 Conference

February 6–10, 2023

Agenda
Virtual Agenda
Speakers
Lodging
Sponsors

Thursday, February 9, 2023

5:00 p.m.	Speed Networking – 1:1 Student-Practitioner Conversations (invitation only) The Hayward Room, Hanover InnMark Bernfeld, LaunchPad Angel Group; Tom Blaisdell T’89, AlignPact; Jeff Zhou T’14, Grain Management; Joshua Rice, Merritt & Merritt
6:00 p.m.	Conference Opening Cocktails Foyer, Hanover Inn
6:45 p.m.	Conference Welcome Dinner Portfolio Strategies in the Current Environment The Grand Ballroom, Hanover InnModerator: Joseph Gerakos D’90, Senior Associate Dean for Innovation and Growth; Professor of Business Administration, Tuck School of BusinessSpeaker: Dune Thorne D’98, Chief Strategy Officer– U.S. Private Clients, Endowments & Foundations, Brown AdvisoryJoin us for a conversation with Dune Thorne, Chief Strategy Officer—Private Client, Endowments and Foundations at Brown Advisory, which manages over $140 Billion for clients in 44 countries as she and Professor Joseph Gerakos discuss the current stage of the markets and the economy, how portfolio strategies are evolving in light of current and projected future market conditions, and the role of private equity and venture capital in portfolio strategies in today’s environment and going forward.

Friday, February 10, 2023

7:30 a.m.	Registration and Breakfast McLaughlin Atrium, Raether Hall
8:30 a.m.	Welcome and Opening Remarks Moderator: Jim Feuille D’79, Adjunct Professor; Faculty Adviser, Center for Private Equity and Venture Capital Georgiopoulos ClassroomSpeaker: Jim Davidson, Co-Founder, Silver Lake Partners
9:40 a.m.	Panel 1: The Decision to Sell: Continuation Funds & Long-Term Holds Moderator: Dan Nulton T’23, MBA Candidate atTuck School of Business Borelli Classroom, Raether HallPanelists: Chad Bounds, HarbourVest; John Rudge T’99, Partner, Lexington Partners; Ken Graham, D’85, T’90, Founder, Chairman, Inverness Graham
9:40 a.m.	Panel 2: Democratizing Access to Private Markets Moderator: Francisca Carpentier, T’23, MBA Candidate at the Tuck School of Business Georgiopoulos Classroom, Raether HallPanelists: Steve Houston, Managing Director, iCapital Network; Perrin Quarshie, Founder & CEO, RealBlocks; Laura Rippy D’89, Alumni Ventures
9:40 a.m.	Panel 3: Entrepreneurship Through Acquisition Moderator: Jack O’Donnell T’23, MBA Candidate at Tuck School of Business Frantz II Classroom, Raether HallPanelist: Mark Anderegg, Adjunct Professor of Business Administration,Tuck School of Business; Mark Egan, Founder & Managing Partner, Marion Equity Partners; Martin Skarra, T’19, Founder, Nordic Rock Capital; Blake Macleod, Partner, Archipelago Capital Partners; Palmer Higgins, Co-Founder, Chenmark
10:30 a.m.	Networking Coffee Break
11:00 a.m.	Small Group Discussions on Topics in Venture Capital and Private Equity Topics will be posted before eventBuyout Investing in the Current Market – Opportunities and Hazards The Curley Room, Raether HallEarly Stage Investing in the Current Market – Opportunities and Hazards Uhrig Conference Room, Raether HallAre PE & VC non-correlated assets, or are they more correlated than we thought? Ayres Dining Room, Raether HallWhat are the implications of ChatGPT or other AI tools for the PEVC industry? Frantz II Classroom, Raether HallCorporate Venture Capital is retreating, at times under pressure from activists. Will it come back and what approach works best to serve long-term corporate objectives? Borelli Classroom, Raether HallCan impact-focused investors achieve competitive market rate PE and VC returns over time? Georgiopoulos Classroom, Raether Hall
12:00 p.m.	Lunch McLaughlin Atrium, Raether Hall
1:10 p.m.	Panel 4: Contemporary Private Equity Strategies Moderator: Peter Pritchard T’23, MBA Candidate at Tuck School of Business Borelli Classroom, Raether HallPanelists: Scott Stuart, D’81, Founder & Partner, Sageview Capital; Nii Amaah Ofosu-Amaah, Managing Director, Berkshire Partners; David Goldenheim, T’11, Managing Director, Audax Private Equity; Jeff Zhou, T’14, Vice President, Grain Management
1:10 p.m.	Panel 5: Strategies in Real Estate Private Equity Moderator: Michael Sanduski T’23, MBA Candidate, Tuck School of Business Georgiopoulos Classroom, Raether HallPanelist: Todd Liker T’00, Managing Director, Oaktree Capital Management
1:10 p.m.	Panel 6: Role of Consulting Firms for VCPE Firms and Portfolio Companies Moderator: Chloe Kempf, MBA Candidate at Tuck School of Business Frantz II Classroom, Raether HallPanelists: Jennifer Holland T’12, Partner, Bain & Co, PEG team; Brian Fleming D’98 T’08, Managing Director, Investor Group Services (IGS)
2:00 p.m.	Networking Coffee Break
2:30 p.m.	Small Group Discussions on Topics in Venture Capital and Private Equity Topics will be posted before eventWill there ever be an agreed upon universal GAAP for impact/ESG reporting that public companies will adopt, and investors will accept? The Curley Room, Raether HallIs the use of Operating Partners in PE worth the expenses charged to the portfolio company? Uhrig Conference Room, Raether HallWhat are the key elements in building an enduring private equity or venture capital firm vs. raising and investing a fund? Ayres Dining Room, Raether HallGrowth Investing in the Current Market – Opportunities and Hazards Frantz II Classroom, Raether HallBuyout financing challenges in an era of rapidly rising interest rates Borelli Classroom, Raether HallAre we returning to valuing venture backed growth companies in IPOs on earnings and free cash flow not just revenue growth? Georgiopoulos Classroom, Raether Hall
3:30 p.m.	Panel 7: Investment Opportunities in Technology Moderator: Kartik Gulai T’23, MBA Candidate, Tuck School of Business Georgiopoulos Classroom, Raether HallPanelists: Devin Mathews T’00, Partner, ParkerGale Capital; Mark Koulogeorge D’85, Managing General Partner, MK Capital; Matt Fates T’02, Partner, Innospark Ventures; James Socas, Managing Director, Blackstone
3:30 p.m.	Panel 8: Investment Opportunities in Healthcare Moderator: Lena Rice T’23, MBA Candidate, Tuck School of Business Borelli Classroom, Raether HallPanelists: Daniel Gottlieb T’99, Associate Director, Broadview Ventures; Leah O’Donnell T’03, Head of Partnerships and Corporate Development, Seae Ventures
3:30 p.m.	Panel 9: Investment Opportunities in Energy Moderator: Cara Lopiano T’23, MBA Candidate, Tuck School of Business Frantz II Classroom, Raether HallPanelists: Holland Davis T’18, Vice President, Harborvest; Ryan Ganong D’13 T’20, Vice President, ArcLight Capital Partners; Andrew Lackner D’97 TH’99, Managing Director, Energy Innovation Capital
4:30 p.m.	Closing Remarks and Networking Reception McLaughlin Atrium, Raether Hall

Monday, February 6, 2023 | Tide Goes Out

12:00 p.m.	Conference Kickoff Keynote: An Allocator’s Perspective: Opportunities in Private Equity and Venture Capital Moderator: Stephen Vicinelli D’87, Vice President of Impact Investments at Social Finance, Executive Advisor CPEVCPanelists: Russ Steenberg T’83, Managing Director, and Global Head of Blackrock Private Equity Partners; Laureen Costa T’94, Managing Director and Portfolio Manager, Private Equity Investments, JP Morgan Asset Management; Jared Fuller, Head of Private Capital and Real Assets Research, Prime Buchholz
5:30 p.m.	Private Equity Investment Opportunities and Considerations in the Current Market Moderator: Devon Gobbo T’23, MBA Candidate Tuck School of BusinessPanelists: Jake Colognesi T’11, Partner, Sageview; Eric Haley T’02, Senior Managing Director, Head of North America, Omers Private Equity; Ben Magnano T’06, General Partner at Frazier Healthcare Partners
6:30 p.m.	The Current Venture Capital Investment Climate Moderator: John Minderman T’23, MBA Candidate, Tuck School of BusinessPanelists: Liam Donohue T’95, Co-Founder and Managing Partner, .406 Ventures; Matt McIlwain D’87, Managing Director, Madrona Venture Group; Anup Chamrajnagar, Head of Ventures, Plaid
7:30 p.m.	Private Equity and the Credit Cycle Moderator: Zach Eagle T’23, MBA Candidate Tuck School of BusinessPanelist: Jamie Athanasoulas T’01, Managing Director, HarbourVest; Taylor Harrington T’14, Managing Director, Guggenheim Credit; Adam Casella, T’17, Principal, Blue Owl Capital

Tuesday, February 7, 2023 | Doing Well by Doing Good

12:00 p.m.	Capital Markets, Investing and Impact: Where We Are and Where We’re Going Moderator: Curt Welling D’71 T’77, Clinical Professor, Tuck School of BusinessPanelists: David Pitt-Watson, Leading practitioner, author, and advocate in the field of Responsible InvestmentSir Ronald Cohen, Chairman of the Global Steering Group for Impact Investment
5:30 p.m.	Investment Opportunities in Driving Sustainability Moderator: John Minderman T’23, MBA Candidate, Tuck School of BusinessPanelists: Dawn Lippert, Founding CEO of Elemental Excelerator and Founding Partner of Earthshot Ventures; Temple Fennell, Co-founder, and Partner, Clean Energy Ventures; Julia Brady, Partner, Valo Ventures; Andrew Beebe, Managing Director, Obvious Ventures
6:30 p.m.	Investment Opportunities in Enabling Financial Inclusion Moderator: Theresa McCartney T’23, MBA Candidate Tuck School of BusinessPanelists: Tom Blaisdell T’89, Founder, AlignPact; Wole Coaxum, Founder & CEO, MoCaFi; Rob Curtis, Founder & CEO, Daylight; Tahira Dosani, Resilience VC
7:30 p.m.	The Four Models of Investing in Impact Moderator: Reid Aronstein T’23, MBA Candidate, Tuck School of BusinessPanelists: Matti Navellou, Senior Vice President, Head of Iconiq Impact; Stephen Vicinelli D’87, Vice President of Impact Investments at Social Finance, Executive Advisor CPEVC; Jacques-Philippe Piverger T’07, Founder & CEO, Goodlight Capital; Maha Eltobgy, Chief Sustainability Officer, Brightstar Capital Partners

Wednesday, February 8, 2023 | Blockchain, Web 3.0 and Cryptocurrencies

5:00 p.m.	Winter Has Come – State of the Crypto Market & 2023 Outlook Moderator: Ron Adner, Nathaniel D’1906 and Martha E. Leverone Memorial Professor of Business Administration, Tuck School of BusinessPanelist: Joe Lubin, Co-Founder, Ethereum
5:40 p.m.	Accelerating Innovation through Regulation Moderator: Edwin Aguilar T’23, MBA Candidate, Tuck School of BusinessPanelists: Michael Gronager, CEO, Chainalysis; Tushar Jain, Managing Partner at Multicoin Capital; Julien Courbe, Chief Client Officer and Global Advisory Managing Partner, PWC
6:30 p.m.	The Decentralized Future: Web 3.0, DApps and DeFi Moderator: Minjae Lee T’23, MBA Candidate, Tuck School of BusinessPanelists: Adam K. Carson, T’10, Point72 Ventures; Tim Lubans, General Counsel at Blockchain.com; John Scianna, Co-founder at Nifty’s; Dana Gibber, Flow Carbon
7:30 p.m.	Blockchain and Carbon Markets Moderator: John Minderman T’23, MBA Candidate, Tuck School of BusinessPanelist: Paul Gambill, CEO, Nori and Joseph Pallant, Blockchain for Climate Foundation

Thursday, February 9, 2023 | The 50 Years Series Continues…

12:00 p.m.

50 Years in Private Equity: A Conversation with George Roberts
Moderator: Paul Raether T’73, Senior Advisory Partner, KKRPanelist: George Roberts, Co-Founder, Co-Executive Chairman, KKR

cpevc_confbios_2023 Download

Speaker, panelist, and sponsor lodging reservations:
Please contact alison.d.pearson@tuck.dartmouth.edu

General attendee lodging reservations:
Residence Inn Hanover Lebanon, 32 Centerra Parkway, Lebanon NH 03766
Book your group rate for PEVC Conference 2023

Courtyard Marriott Hanover Lebanon, 10 Morgan Drive, Lebanon NH 03766
Please call 603-643-4511 to book rooms and provide the code “PEVS”