THE BALANCING ACT

FAST GROWTH

LONG TERM

STRATEGY

Location: New York Athletic Club

Date: April 1st

WHY THE

BALANCING

ACT?

Increasingly, the lifespan of companies is growing shorter. Many academics have tried to answer why some businesses prosper while others do not. One prevailing theory is that of long-term thinking. That is, the ability of business leaders and managers to balance short-term pressures with the need for strategic long-term plays. In this conference, we hope to address the role that PE/VC investors play in this growing movement as well as gain perspective on the state of PE/VC.

KEYNOTES

Founder & Managing Director, Auldbrass Partners

Co-Head of Americas Private Equity, KKR

Co-CEO,

Thomas H. Lee Partners (THL)

PANELISTS

Partner,

Boxgroup

Managing Director,

Citi Ventures

Partner, Head of Aquiline Technology Growth

Partner,

Lux Capital

State of Venture Capital

State of Venture Capital

State of Venture Capital

State of Venture Capital

Managing Director, TA Associates

Managing Director, Insight Partners

Principal,

General Atlantic

Partner, Antin Infrastructure Partners

Growth Equity

Growth Equity

Growth Equity

Infrastructure

Managing Director,

EQT Group

Senior Managing Director, Stonepeak Partners

Partner, Global InfrastructurePartners

Senior Partner,

PennantPark

Infrastructure

Infrastructure

Infrastructure

Private Credit

Head of Private Debt Funds & Partner, AEA Private Debt

Senior Managing Director & Head of Originations, Golub Capital

Partner,

Picus Capital

Partner,

Antler

Private Credit

Private Credit

Emerging Markets

Emerging Markets

Partner,

Learn Capital

Global Head of Health Care Strategic Growth, KKR & Co. L.P.

Partner,

TPG

Managing Director,

Thomas H. Lee Partners

Emerging Markets

Healthcare

Healthcare

Healthcare

Managing Partner & CEO,

BM Prime Capital

Founder & CEO,

TRIDENT

Managing Director,

Trilantic North America

Managing Director,

GTCR

First-Time Funds

First-Time Funds

Middle Market

Middle Market

Partner,

Paine Schwartz Partners

Director,

KKR

Managing Partner,

ETF Partners

Managing Director,

Closed Loop Partners

Sustainability

Sustainability

Sustainability

Sustainability

Managing Partner, Brookfield Special Investments

Head of Special Situations, Trilantic North America

Senior Portfolio Manager,

Avenue U.S. Strategy

Managing Director,

Blackstone Credit

Distressed & Special Situations

Distressed & Special Situations

Distressed & Special Situations

Distressed & Special Situations

Managing Director,

Eurazeo

Principal,

Advent International

Partner,

TZP Group

Partner,

L Catterton

Consumer

Consumer

Consumer

Consumer

Founder & GP,

Unicorn Growth Capital

Investor, SoftBank 

Opportunity Fund

Investor,

Pivotal Ventures

Senior Associate, Macquarie Infrastructure & Real Assets

Funding Diversity

Funding Diversity

Funding Diversity

Women In PE/VC

Principal, AEA

Investors LP

General Partner,

Backstage Capital

Partner,

FJ Labs

Principal,

Warburg Pincus

Women In PE/VC

Women In PE/VC

Technology

Technology

Partner,

On Deck

Partner,

Thoma Bravo

Partner,

Apax Partners LLP

Partner & Co‐Lead, Natural Resources Apollo Global Mgmt

Technology

Technology

Large Cap Buyouts

Large Cap Buyouts

Managing Director,

Blackstone

Large Cap Buyouts

MODERATORS

Managing Director,

Accordion

Partner,

Kirkland Ellis

Partner,

Kirkland & Ellis

Senior Fellow & Lecturer,

The Wharton School

Keynote: Howard Sanders

State of Venture Capital

Growth Equity

Infrastructure

Global Finance Partner,

Sidley

Lecturer of Finance,

The Wharton School

Associate Professor of Healthcare Mgmt, The Wharton School

Partner / Co-Founder, Covalence Capital

Private Credit

Emerging Markets

Healthcare

First-Time Funds

Investor, Moxxie Ventures & First Year MBA, The Wharton School

Student,

The Wharton School

Partner,

Kirkland & Ellis

Partner,

Kirkland & Ellis

Sustainability

Funding Diversity & Women

In PE/VC

Distressed & Special Situations

Consumer

Partner,

Kirkland & Ellis

Partner,

Kirkland & Ellis

Large Cap Buyouts

Technology

EVENT

AGENDA

8:00 AM - 9:00 AM

Card Room: Doors Open & Breakfast

8:55 AM - 9:00 AM

Welcome From Co-Chairs

9:00 AM - 10:00 AM

The Lounge: Opening Keynote - Todd Abbrecht (THL)

10:00 AM - 10:50 AM Breakout Group 1 

Olympic 1 & 2: State Of VC, Olympic 4 & 5: Growth Equity,  Presidential: Infrastructure

11:00 AM - 11:50 AM Breakout Group 2

Olympic 1 & 2: Private Credit, Olympic 4 & 5: Investing In Emerging Markets, Presidential: Healthcare

12:00 PM - 1:00 PM 

Member's Dining Room: Lunch & Keynote - Pete Stavros (KKR)

1:10 PM - 2:00 PM Breakout Group 3

Olympic 1 & 2: First Time Funds, Olympic 4 & 5: Middle Market Buyouts, Presidential: Sustainable Investing

2:10 PM - 2:30 PM

Card Room: Short Coffee Break

2:30 PM - 3:20 PM Breakout Group 4

Olympic 1 & 2: Distressed & Special Situations, Olympic 4 & 5: Consumer, Presidential:  Funding Diversity

3:30 PM - 4:20 PM Breakout Group 5

Olympic 1 & 2: Women In PE/VC, Olympic 4 & 5: Technology, Presidential: Large Cap Buyouts

4:30 PM - 6:00 PM

The Lounge: Closing Keynote - Howard Sanders (Auldbrass) , Card Room: Cocktail Hour

OUR

SPONSORS

Location: New York Athletic Club

Date: April 1st

Email: onyenezi@wharton.upenn.edu

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