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Virtual Members’ Conference 2020

Thank You!

Thank you to everyone who took part in the Virtual Members' Conference 2020. We were happy to to have over 1000 registrants for the event with an average engagement of ~500 attendees per session. Replays of all sessions are available by clicking on the workshop links located on this page. You can also use those links to access the session surveys for CPE credits. If you are having trouble viewing the replays please email events@ilpa.org for help.

LP Perspectives from Virtual MCON

ILPA is proud to present LP Perspectives from Virtual MCON, a document summarizing the discussion had at each of our four virtual MCON workshops. This insight rich, members-only document includes:

  • LP polling data and related analysis, presented to help LPs benchmark their own views against others who attended the session live
  • Key takeaways that highlight learnings from each workshop, augmented by related LP perspectives sourced from our LP Insights program
  • Next steps/actions items for LPs, broken down by workshop to help LPs get straight to the point and focused on action

Virtual Members' Conference

The largest LP-only gathering in the world is going virtual! Since we can't be together in Chicago next month, ILPA is bringing the annual Members' Conference to you as an online, two day experience for the first time! Created for LPs by LPs, this virtual conference will take place on June 3 & 4 with an agenda including ILPA's Annual General Meeting and a selection of high-quality educational workshops presented by thought-leaders. There is no better opportunity to share experiences, discuss issues and gain insights for the LP community.

What can you expect from the Virtual Members' Conference?

  • LP-Only Environment brought directly to you through an online virtual experience.
  • Customized educational workshops - 4 workshops have been created, customized specifically for  LPs investing in private equity and exploring subjects important to you.
  • ILPA’s Annual General Meeting reflecting on the past year and coming year.
  • Fireside Chat with Jon Gray, President & COO, Blackstone.
  • The ILPA Event App will be your guide to the Virtual Members' Conference - viewable on desktop or tablet.

2020 Virtual MCON Event Details

Date: June 3-4, 2020
Fee: Complimentary for Members

Coronavirus Update

ILPA is actively monitoring developments related to the global coronavirus (COVID-19) outbreak and its potential impact on travel to upcoming ILPA events and education sessions. Any changes to operating status will be communicated immediately to all registered attendees. Click here for the latest information from ILPA or contact events@ilpa.org for more information. The health, safety and well-being of ILPA members and our wider community is our highest priority.

Keynote Speaker

Jon Gray, President & COO, Blackstone

Fireside Chat

The Virtual MCON will kick off with a keynote session featuring Jon Gray, President & COO of Blackstone. In conversation with ILPA CEO Steve Nelson, Jon will share his thoughts on navigating the current uncertain environment, the image of the private equity industry, and the future of private markets.

 

Thank you to our Virtual Session Sponsors!

cpe-logo
Program Level: Overview

Delivery Method: Group-Internet Based
Earn up to 4 CPE Credits (1.0 per applicable workshop)
Participation will be monitored through interactive polling and post-event evaluations
There are no prerequisites or pre-reading materials for this program

Institutional Limited Partners Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

June 3, 2020

11:00am-11:55am

ILPA AGM & Update

12:00pm-12:55pm

Workshop Webinar: Subscription Lines: Key Legal Terms to Know

1:00pm-1:55pm

Workshop Webinar: PortCo Monitoring & Valuations


June 4, 2020

11:00am-11:55am

ILPA Day 1 Recap & Webinar Workshop: Key Terms to Scrutinize in a Down Market

12:00pm-12:55pm

Workshop Webinar: Portfolio Construction in Times of Crisis

1:00pm-1:55pm

Network-Specific Webinar (Concurrent)

Family Office Network

Insurance Network


Anne Anquillare

President and CEO, PEF Services LLC

Session: PortCo Monitoring & Valuations

Anne is co-founder and CEO of PEF Services. She has been active in the private equity industry since 1993. She has served as general partner of Walden Capital Partners, a venture fund in the 90’s, and also worked in the investment business unit for Prudential Insurance Company of America. She is currently on industry task forces for NCREIF/ PREA and the CFA Institute. She has been a frequent guest speaker for industry organizations including Financial Executive's Alliance (FEA), Association for Corporate Growth (ACG) and Small Business Investor Alliance (SBIA), as well as addressing local organizations on topics relevant to entrepreneurship. Anne has been quoted in the LA Times, CBS News, Money Management Intelligent, and the Wall Street Journal. In 2015, Anne was a recipient of NJ Biz’s Best Fifty Women in Business and in 2017, she was a recipient of the CEO Brava Award from New York SmartCEO. Anne, a Chartered Financial Analyst (CFA), holds a Bachelor of Science in Finance from Lehigh University and an MBA from New York University Stern School of Business.

Andrea Auerbach

Managing Director, Cambridge Associates

Session: Portfolio Construction in Times of Crisis

Andrea is a Managing Director at Cambridge Associates and head of the firm’s global private growth research team responsible for researching markets and managers in private equity, growth equity, venture capital, distressed investments, private credit, secondaries, and funds of funds. She joined the firm in 2001 and led the ex-U.S. private equity and venture research effort for five years, and is currently head of the U.S. private equity research effort, in addition to her global responsibilities. Andrea’s private equity career spans over 20 years, starting in the Leverage Buyout Group at Prudential Insurance, where she led early efforts to benchmark Prudential’s $5 billion buyout portfolio, and domestic and European fund investment portfolios, among other responsibilities. Andrea was named one of the 100 most influential people in private equity over the past decade by Private Equity International magazine. Andrea received an MBA from Harvard Business School and a BA from Smith College.

Matthew Cavanagh

Legal Counsel, Qatar Investment Authority

Session: Key Terms to Scrutinize in a Down Market

Matthew Cavanagh is Senior Legal Counsel (funds specialist) at sovereign wealth fund, the Qatar Investment Authority, with almost two decades of experience as an international lawyer in the investment management and finance industry in both private practice for leading international law firms in London and New York (Skadden Arps; Linklaters; and as a partner at SJ Berwin (King & Wood Mallesons)) and as general counsel of investment manager Christofferson, Robb & Company (London and New York), across all aspects of investment funds structuring, regulation and practice including PE, RE, hedge, infrastructure/alternatives and credit. Academics: Master of Laws (LLM), LLB (Hon) and BA(Chinese) from The University of Queensland. Qualified: Australia, England & Wales and Ireland.

Pam Chan

Chief Investment Officer and Global Head of the Alternative Solutions Group, BlackRock Private Equity Partners

Session: Insurance Network

Pam Chan, CFA, Managing Director, is Chief Investment Officer and Global Head of the Alternative Solutions Group ("ASG") within BlackRock Alternative Investors ("BAI"). As CIO, she is responsible for leading the investment management of Alternative Solutions' portfolios. She is Chair of the Alternative Solutions Investment Committee and a member of the BAI Executive Committee. Ms. Chan's service with the firm began in 2012. She co-founded Alternative Solutions in 2013 and prior to becoming CIO, she served as a senior portfolio manager and primary deputy to the CIO. Prior to joining BlackRock, Ms. Chan worked as a senior research analyst for the Financial Stability Board, as a Senior Investment Associate at Bridgewater and as a member of the Financial Institutions Group at Goldman, Sachs & Co., first as an investment banker and subsequently, in their Capital Markets group, focused on private placements and structured finance. She currently serves on the Board of the Harvard Club of New York Foundation and the Harvard Business School Alumni Board. Additionally, she is Co-Chair for the Harvard College Schools and Scholarship Committee of New York City. She is a member of the World Economic Forum's Young Global Leaders Class of 2020 and was previously nominated as a World Economic Forum Global Shaper in 2012, serving as curator for the New York City hub in 2014. She graduated magna cum laude from Harvard College with a joint concentration in Philosophy and Government, and earned an MBA with high honors from Harvard Business School.

Jon Gray

President and Chief Operating Officer, Blackstone

Session: Fireside Chat

Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone, and is a member of Blackstone’s Board of Directors. He sits on its Management Committee and most of its investment committees. Mr. Gray previously served as the firm’s Global Head of Real Estate, which he helped to build into the largest real estate platform in the world. He joined Blackstone in 1992. Mr. Gray currently serves as Chairman of the Board of Hilton Worldwide. He also serves on the board of Harlem Village Academies. Mr. Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of BRCA related cancers. They also established NYC Kids RISE in partnership with the City of New York to accelerate college savings for low income children. Mr. Gray received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania.

Michael Larsen

Managing Director, Cambridge Associates

Session: Family Office Network

Michael is a Managing Director is a member of the firm's Private Client Practice. He advises a range of institutions, foundations, endowments, and private clients in the U.S., Asia, and Europe on private investment portfolio construction and manager selection. Michael is also a member of the firm’s Global Private Equity Research Committee and serves as a firm-wide resource on U.S. and China venture capital, emerging managers, and secondary markets. Michael regularly leads manager due diligence projects in private equity and is a frequent speaker at conferences on the topics of venture capital, private markets, and portfolio construction. Mike joined Cambridge Associates in 2007 and has over 15 years of private investment experience. Prior to joining Cambridge Associates, Michael began his career at Boston Millennia Partners, a multistage venture capital firm. He made early-stage investments in biotechnology and enterprise software and shared responsibility for seven portfolio companies totaling over $30 million in invested capital. Michael also worked in economic development as a consultant to OTF Group. Working in Afghanistan, he formed and advised a commercial banking association and a legislative working group to lay a foundation for private investment in small and medium sized enterprises.

Steve Lessar

Co-Head of Secondaries and Liquidity Solutions, BlackRock Private Equity Partners

Session: Insurance Network

Steve Lessar, Managing Director, is co-head of Secondaries and Liquidity Solutions in the Private Equity Partners (PEP) business of BlackRock Alternative Investors (BAI). Prior to joining BlackRock in 2018, Steve was a Managing Director and global co-head of the private equity secondaries business (the Vintage Funds) in the Alternative Investments & Manager Selection (AIMS) Group at Goldman Sachs & Co. in New York. In this capacity he was responsible for all aspects of the business including capital raising, investment strategy, transaction execution and business development. During his tenure as co-head of the Vintage Funds, the secondaries team invested over $10 billion of capital globally across a wide array of secondary transaction types including traditional limited partnership portfolios, team spin-outs, single asset secondaries, fund restructurings and hedge fund side pockets. The underlying assets in these transactions spanned private equity buyouts, growth equity, venture capital, real assets, distressed and private credit. He served on the AIMS Private Equity Investment Committee which approves all secondaries, primaries and co-investments globally, and was also a member of the AIMS Real Estate Investment Committee. In total, Steve has over 14 years of investment experience across secondaries, primaries, co-investments and direct private equity. Prior to re-joining the AIMS private equity business in 2009, Steve was a Vice President at Lehman Brothers Merchant Banking (now Trilantic Capital Partners) where he sourced and executed LBO and growth equity investments in the industrials and media and entertainment sectors. Prior to Lehman Brothers, he served as an Associate in both investment banking and AIMS at Goldman Sachs. Prior to his financial services career, Steve served as an officer in the United States Army. Steve earned a BS in Engineering Management from The United States Military Academy at West Point and an MBA in Finance from The Wharton School of the University of Pennsylvania.

Michael Mascia

Partner, Cadwalader, Wickersham & Taft LLP

Session: Subscription Lines: Key Legal Terms to Know

Michael C. Mascia is Co-Chair of the firm’s Finance Group and a member of the firm’s Management Committee. He has a globally recognized fund finance practice, having represented lenders in subscription credit facilities to real estate and private equity funds sponsored by many of the world’s preeminent fund sponsors. He has been lead counsel on numerous hybrid facilities, and is one of the few attorneys in the United States with experience in both subscription credit facilities and CLOs. Mike represents lenders on leverage facilities to secondary funds and other credits looking primarily to fund assets or NAV for repayment. Mike is the founder of the annual Global Fund Finance Symposium, now in its 10th year, and he is a founding member and the Secretary of the Fund Finance Association.

David Parrish

Partner, DLA Piper

Session: Key Terms to Scrutinize in a Down Market

David B. Parrish’s practice primarily focuses on representing investors in reviewing and negotiating alternative investment documentation (including limited partnership agreements, subscription agreements, and private placement memoranda) and in negotiating and preparing of side letters. David is also experienced in co-investments and secondary market transactions, advisory board matters, general partner removal transactions and fund dissolution matters. His experience in alternative investments includes hedge funds, fund of funds, real estate funds, buy-out funds, venture capital funds, credit funds and infrastructure funds and he has experience dealing with Investment Company Act and Investment Advisers Act matters. David received his B.A. degree, with honors, in Political Science from the University of Texas – El Paso. He received his J.D. degree, summa cum laude, from the University of Houston Law Center.

Charlie Tafoya

CEO, Chronograph

Session: PortCo Monitoring & Valuations

Charlie Tafoya is Founding Partner and Chief Executive Officer of Chronograph, a global technology provider to institutional limited partners and general partners. The firm is backed by The Carlyle Group and Nasdaq, and helps clients manage approximately $400 billion in AUM via its solution suite. In his role, Charlie is responsible for the firm’s overall growth, business development, and product strategies. Previously, Charlie was a private equity investor at Pantheon Ventures, focusing on secondaries and co-investments, after beginning his career in investment banking at Merrill Lynch. In addition to his career as an investor, Charlie is also an avid software developer and was Chief Technology Officer of KnowledgePort Solutions, which provided analytics solutions to various institutions including the U.S. Central Intelligence Agency. He is originally from rural New Mexico.

Julia Wittlin

Senior Investment Professional and Head of Portfolio Strategy , BlackRock Private Equity Partners

Session: Insurance Network

Julia Wittlin, CFA, CAIA, FRM, Managing Director, is a senior investment professional and leads portfolio strategy for BlackRock Private Equity Partners (PEP) group within BlackRock Alternative Investors. Ms. Wittlin partners with large strategic clients to define their investment strategy and objectives in a risk-return framework and drive top down portfolio construction across the platform. Additionally, she focuses on quantitative research, risk management, and strategic initiatives within the team. As part of her responsibilities, she oversees the day-to-day global investment process for PEP to ensure robustness of process, thoroughness of diligence and execution of investments. Before joining PEP, Julia was a senior member of the Risk & Quantitative Analysis group focusing on Fiduciary Risk Management for Multi Asset Class Product and BlackRock Alternative Investors Products. She was responsible for developing risk analytics and performing quantitative analysis and research for a variety of portfolio strategies. Ms. Wittlin began her career in 2007 as an analyst in the Performance Analytics group within RQA. In that role, she supported analytical reporting for portfolio managers across the equity and alternative asset platforms. Additionally, she worked with the BlackRock Treasury group on proprietary risk reporting for the seed capital portfolio and other firm-wide balance sheet risk items. Ms. Wittlin earned a BA degree in Economics with a citation in Finance from the University of Rochester in 2006. She also completed a Certificate in Mathematical Modeling in Economics and Political Science and a Management Studies Certificate. Ms. Wittlin is a CFA, CAIA, and FRM Charterholder. She also attended the Tuck School of Business at Dartmouth College, where she completed the Advanced Management Program.