PE Perspectives: San Francisco
AGENDA
President’s Reception
Monday, May 2, 2016
5:00 P.M. to 7:00 P.M.
Transamerica Pyramid Center
Topic
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
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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
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KPMG/PEGCC Alternative Investments: Valuation Conference
Tuesday, May 3, 2016
3:00 P.M. to 5:30 P.M.
KPMG
Agenda
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
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Chief Compliance Officers Working Group Meeting
Wednesday, May 4, 2016
12:00 P.M. to 2:00 P.M.
Ropes & Gray
Topics
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
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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
