Schedule

SEM Conference 2022: Expanding Alternatives

(all times central)

10:30am – 12:00pm 
 

Women’s Networking Lunch  

GCM Grosvenor welcomes women from across the industry to connect with one another at the SEM Conference’s 7th Annual Women’s Networking event.

12:00pm – 1:15pm  

Welcome Remarks and Networking Lunch 

1:30pm – 2:15pm

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pacing

Asset Class Breakouts


Absolute Return Strategies: One-on-one on the Richter Scale  

David Richter, GCM Grosvenor’s Absolute Return Strategies Investment Committee Chair, hosts his annual one-on-one discussion with a prominent hedge fund manager, who will share views on the current market and discuss their experience navigating from a fledgling industry entrant to a world-class asset manager. 

Moderator: David Richter, Managing Director, GCM Grosvenor  
Speaker: Dmitry Balyasny, Chief Investment Officer, Balyasny Asset Management 

Diversity Equity & Inclusion: The Foundation – How to Drive and Measure Accountability at the Portfolio Level 


Moderator:
Sandee Hurse, Chief Human Resources Officer, GCM Grosvenor  
Speakers: Cecilia Nelson-Hurt, Chief Diversity Officer, Heidrick & Struggles  
Khalida Ali, Director, Diversity & Inclusion, Vista Equity Partners 

State of Affairs: The Real Estate Emerging Manager Market

For the tenth straight year, we kick things off with a data-filled, in-depth presentation on trends and activity in the real estate emerging manager market. The session will highlight the strategies, manager types and asset classes that have come to market, the level of institutional appetite, trends in performance data and the latest in fund terms. This session seeks to prepare GPs to launch and grow their platforms and better position themselves in an increasingly challenging and evolving marketplace 

Hosted by: Peter Braffman, Managing Director, GCM Grosvenor
Presenters: Ermias Nessibu, Principal, GCM Grosvenor  
Bryce Robertson, Principal, GCM Grosvenor

2:30pm – 3:15pm

Asset Class Breakouts 


Private Equity Co-Investments: A Powerful Tool for Institutional Investors to Access Small and Emerging Managers 

The fundraising market has become increasingly competitive, emphasizing the need to invest with small and emerging managers. This panel will discuss the creative co-investment structures that LPs are using to provide capital to small and emerging mangers while building long-lasting relationships. Also highlighting that GPs can utilize co-investment capital to facilitate the execution of early deals in their fundraising journey. 

Digital Infrastructure and the Rise of the Specialist Fund

 

Table Stakes and Best Practices for SEMs: Risk Management & Investment Process

4:00pm – 5:30pm

LP Only Session: The State of the Emerging Manager Universe 

This popular, informative, and engaging session provides an in-depth analysis of the emerging manager landscape across four alternative investment strategies: private equity, hedge funds, real estate, and infrastructure & real assets.

Speaker: Peter Braffman, Managing Director, GCM Grosvenor 

3:30pm – 5:00pm 

GP Only Session: The Nuts and Bolts of an Institutionalized Emerging Manager

These interactive small-group discussions aim to provide small and emerging managers with actionable takeaways on foundational back-office elements. Roundtable topics will include operational due diligence, technology solutions, what to include (or not to include) in marketing materials, and how to manage a team in a remote environment. 

5:30pm – 7:30pm
 

LP Reception (invite only)  

Hosted at RPM Seafood 

7:00pm – 9:00pm
 

General Reception  

Hosted at RPM Events  

8:00am – 9:00am

Breakfast

 

9:30am – 10:50am

  

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The Elevator Pitch: Real Investors, Real Feedback, Real Time  


GPs will make their pitch to real investors, but with a twist. In this session, GPs practice their 10-minute pitch up to six times with six different allocators and walk away with real, actionable feedback. In such a difficult fundraising environment, this is a chance for managers to practice their elevator pitches to perfection.  

Session registration closes September 26, 5:00pm CT 

11:05am – 11:50am 

 

Asset Class Breakouts 


Private Equity
 

Infrastructure Co-Investments: Why is it Necessary, Why is it Hard to Execute?

Infrastructure deals have historically been large. For small and emerging managers and emerged managers beginning new strategies that are seeking “friendly capital,” we believe opportunities may exist in co-investing. In this way, LPs can access unique deal flow by providing creative solutions to GPs through co-investments. 

12:05pm – 12:50pm

 

Asset Class Breakouts

Real Estate: From Concepts to Realities: Reflections from Managers Who Made it Happen

What are the attributes for successfully launching and developing a real estate fund management platform? How much capital does it take to build a platform and what experiences are most valuable to draw upon? What infrastructure is needed and how do you build out a team in today’s environment? When, if ever, does the growth of the platform ever end? These themes will be explored by a group that started as emerging managers and has since built unique, ever-growing, and successful real estate investment management firms over the past decade.

Absolute Return Strategies: Unique Investment Ideas in and Uncertain Market

The current economic environment has produced some of the most interesting investment opportunities in years. In this session, a panel of managers and allocators consider where we are in the cycle, present their high conviction investment themes, and discuss how emerging managers can think about sourcing and accessing unique investments. 

1:00pm – 2:30pm

Lunch and Keynote

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