PE Perspectives: San Francisco


President’s Reception

Monday, May 2, 2016

5:00 P.M. to 7:00 P.M.

Transamerica Pyramid Center


The Shifting Environment for Private Equity

Featured Speakers:     James Coulter, Co-Founder, TPG

                                            Jim Davidson, Co-Founder, Silver Lake Partners

PEGCC Rebrand: American Investment Council (AIC)

Featured Speaker:       Mike Sommers, President & CEO, AIC


ESG Seminar

Tuesday, May 3, 2016

12:00 P.M. to 2:00 P.M.

Pantheon Ventures

Roundtable Discussion

Featured Panelists:       Greg Little, Vice President, Pantheon Ventures

                                             Beth Lowery, Principal, TPG

                                             Susan Mac Cormac, Partner, Morrison & Foerster


KPMG/PEGCC Alternative Investments: Valuation Conference

Tuesday, May 3, 2016

3:00 P.M. to 5:30 P.M.



The SEC Perspective: Recent Developments on Valuation

Featured Speakers:       Jeremy Pendrey, Assistant Regional Director,

                                              Asset Management Unit, Securities & Exchange Commission

                                              Leo Chan, Senior Specialized Examiner, Office of Compliance

                                              Inspections and Examinations, Securities and Exchange Commission


Key Valuation Practices and Operational Challenges

Featured Panelists:        Anthony Lombardi, Associate Partner, Aon Hewitt

                                              Missy Narula, Chief Portfolio Officer-Private Equity, TPG

                                              Troy Prather, Investment Officer-Private Equity,

                                              California Public Employees’ Retirement System

                                              Ingrid Swenson, Managing Director and CFO, Bertram Capital

Networking Reception


Chief Compliance Officers Working Group Meeting

Wednesday, May 4, 2016

12:00 P.M. to 2:00 P.M.

Ropes & Gray


Developments in the Sun Capital Case: Implications for ERISA Withdrawal Liability ‎and Beyond

New Partnership Tax Audit Rules

Featured Panelists:           Arthur Kohn, Partner, Cleary Gottlieb

                                                 Christopher Leich, Partner, Ropes & Gray

                                                 Jason Mulvihill, General Counsel, AIC

                                                 Loretta Richard, Partner, Ropes & Gray

                                                 Shane Tucker, Partner, Vinson & Elkins

                                                 Bradd Williamson, Partner, Latham & Watkins


Young Professionals Network Happy Hour Co-Hosted with San Francisco PE Network

Wednesday, May 4, 2016

6:00 P.M. to 9:00 P.M.

Barbarossa Lounge

Featured Speaker:            Mike Sommers, President & CEO, AIC