GCM Grosvenor welcomes women from across the industry to connect with one another at the SEM Conference’s fourth annual Women’s Networking event.
1:45PM - 3:00PM
These informal 15-minute meetings between GPs and LPs are designed to facilitate networking and information exchange.
3:00PM - 3:45PM
Auxiliary Session: ESG – Connecting Policy, Process, and Program
Industry experts from the U.S. and Europe discuss how the integration of Environmental, Social, and Governance (ESG) factors is evolving, and how investors are increasingly expecting a more comprehensive, data-driven approach. The panel highlights approaches to setting ESG policies and creating institutionalized processes, and discusses how to implement a measurable investment program.
• Stacie Selinger, Managing Director, GCM Grosvenor Panelist
• Maarten Wildschut, Co-Head of European Active Ownership Strategy (Investments), RWC Partners
4:00PM - 5:30PM
GP Only Session: Perfecting Your Pitch
Interactive small-group discussions designed to provide small and emerging managers with customized and practical feedback on effective responses to common investment and risk due diligence questions. Building on the SEM Conference’s popular “Perfect Pitch(book)” from 2018, this GP-Only session aims to help early-stage managers successfully navigate their first meeting with prospective investors.
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
7:00PM - 9:00PM
Join fellow attendees for networking, cocktails, and small bites among nearly 40 million artifacts of rich natural history. Together, we kick off the 13th year of raising the visibility of successful small and diverse investment managers, while encouraging institutional investors to pursue inclusive investment opportunities.
7:30AM - 8:00AM
8:00 AM - 9:00 AM
Welcome & Opening Remarks
• Jon Levin, President, GCM Grosvenor
• Peter Braffman, Managing Director, GCM Grosvenor
9:00AM - 10:30AM
Real Estate: State of the Emerging Manager Market
As is our annual tradition, we begin with a data-filled, in-depth presentation on trends and activity in the real estate emerging manager market. The session highlights 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. New to this session is a discussion of the GP stakes activity and opportunity zones, as well as two in-depth modules focused on performance (the different ways LPs due diligence and dissect manager performance at the deal, portfolio, and fund levels, and how GPs can better position themselves with this understanding) and growth capital requirements and options for starting and growing an investment management business (GP capital requirements only intensify as its business grows in both assets under management and products offered).
Hedge Funds: Investing in Asia – Difficult-to-Access Opportunities Across the Pacific
Asia investment experts discuss why and how investors are increasingly looking farther from home to identify opportunities. They point to the abundant number of Asian funds and managers, the fact that Asia is becoming a critical consideration for many investors, and potential inefficiencies in the region created by lower participation by global managers.
Infrastructure & Real Assets: Market Recap – Investment Trends in Infrastructure, Energy, and Natural Resources
In this SEM Conference staple, infrastructure, energy, and natural resource experts conduct an in-depth discussion about the most topical investment trends impacting GPs and LPs. Panelists explore the impact of past trends, consider today’s events, and give thoughts about what may shape the market in the future.
• Pete Taylor, Co-Head of Carlyle Global Infrastructure Opportunity Fund, The Carlyle Group
9:00AM - 9:45AM
Private Equity: Swipe Right – How Investors Choose Among Many Qualified Managers
What considerations beyond performance make LPs “swipe right” and select a particular manager? A panel of LPs discuss the emerging manager landscape relative to the larger private equity market, then share their views on the qualities that help certain emerging managers rise above the others.
10:00AM - 10:45AM
Hedge Funds: One-on-One on the Richter Scale
GCM Grosvenor’s Hedge Fund Strategies Investment Committee Chair, David Richter, hosts his annual one-on-one discussion with a prominent hedge fund manager. This year, David will be joined by Joshua S. Friedman, Co-Founder, Co-Chairman and Co-Chief Executive Officer of Canyon Partners, to discuss his current investment views as well as Canyon’s path from a fledgling industry entrant to a highly successful and well-established manager.
• David Richter, Managing Director, GCM Grosvenor Speaker
• Joshua S. Freidman, Co-Founder, Co-Chairman and Co-Chief Executive Officer, Canyon Partners
10:00AM - 10:45AM
Infrastructure & Real Assets: Getting Started – Financing a GP to Liftoff
A panel of GPs discuss various methods of financing employed (working capital, friends and family, personal capital, etc.) in getting their management companies and first funds off the ground. In doing so, they highlight the considerations of each approach and provide real-world examples of the different paths emerging managers can take.
• Michael Dorrell, Co-Founder and Chief Executive Officer, Stonepeak Infrastructure Partners
• Greg Smith, President and Chief Executive Officer, Instar AGF
• Winnie Wutte, Founding Partner, Asterion Industrial Partners
10:00AM - 10:45AM
Private Equity: Co-investing and More – Innovative Deal Structuring
A conversation with institutional investors and general partners that focuses on investing outside of a traditional fund vehicle. The panel discusses how financing deals through multiple structures can help emerging managers launch their firms and continue to scale.
• Lee Brashear, Managing Director, GCM Grosvenor Panelists
• Buddy Gumina, Founder and Managing Partner, Grant Avenue Capital
• Sam Cannon, Director of Investment Sourcing, Global Endowment Management
11:00AM - 11:45AM
Hedge Funds: Finding your (Credit) Niche
Panelists discuss how opportunistic credit strategies may be a solution for institutional investors who face the challenges of a market in which traditional fixed-income investments no longer offer an attractive risk/return proposition. The panel provides insights on niche opportunities that look to counter headwinds including low absolute yields, significant duration risk, and low risk premiums.
11:00AM - 11:45AM
Infrastructure & Real Assets: Impact Investing
GPs, LPs, and other market participants discuss investors’ approaches to “impact investing” in infrastructure and real assets. Whether through double-mandate funds, ESG, or specialized investment strategies, the panel explores why this topic is relevant, the benefits and considerations of various strategies, GPs’ goals, and LPs’ perceptions. Panelists also discuss how “impact” is measured.
• Guillermo Marroquin, Head of North American Real Assets, Campbell Lutyens
11:00AM - 11:45AM
Private Equity: Digital Deal Flow
A panel of GPs discuss how they leverage data and technology to achieve a competitive edge in deal sourcing.
Real Estate: Finding Value in a Maturing Real Estate Marketing and the Role of Emerging Managers
How should we think about investing in real estate at this point in the cycle and in the market’s broader maturation? Not only is the market generally fully priced, but the steady institutionalization of the market has made finding value and opportunities increasingly challenging. How are LPs designing their portfolios to address these conditions? What role do niche assets play and how is the landscape of traditional asset types changing to extract value? Finally, how are emerging managers positioned to navigate this environment and how can they help in balance an institutional investor’s portfolio.
• David Anderson, Senior Investment Officer, Emerging Managers, New York State Common Retirement Fund
• Alissa Mall, Director of Investments - Real Estate, Carnegie Corporation of New York
12:00PM - 1:30PM
Lunch & Keynote Speaker
Indra Nooyi, Former Chairman & CEO of PepsiCo
1:45PM - 2:30PM
Relationship Consolidation: LPs’ Perspectives
A panel of experienced LPs explore the most effective ways for investors and managers to partner, including the trend of LPs consolidating their investments with fewer GPs. The panel highlights how these GPs have the necessary elements for strategic partnerships – investment acumen across verticals, the ability to negotiate fees for scale, and sufficiently deep resources.
Building the Next Generation: Industry Partner Highlight
2:30PM - 3:15PM
Closing Networking Reception
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Alternative investing is speculative and involves substantial risk, including the possible loss of the entire amount invested.