10TH ANNUAL WOMEN’S PRIVATE EQUITY SUMMIT
The 2023 Women’s Private Equity Summit offers an oceanfront, 3-day conference
for 400 of the nation’s leading women in private equity investing.
Join us to connect with leaders in your industry, be championed by peers,
and further your professional development through knowledge and deep relationships.
AM | Morning Wellness Activities
AM | Registration
AM | Pre-Conference Workshops
AM | LP & GP 1:1 Meetings (by invitation)
PM | Opening Keynote
PM | Fundamentals
– Capital Development
– Deal Making
PM | Networking Activities
AM | Morning Wellness Activities
AM | Keynote
AM | Sector Spotlights
– Supply Chain
PM | Networking Lunch
PM | Outlook Tracks
– Allocators Perspectives
– Leveraged Finance
PM | Networking Activities
AM | Mentor Matching Breakfast
AM | Professional Development Workshops
PM | Farewell
Let’s take the “work” out of networking!
Networking functions include: Professional Development Workshops, Morning Wellness activities, recreational Beach Olympics, a Connection Café, Networking Lunch & more.
Looking to advance yourself through a speaking opportunity? The agenda is under curation and our programming team is looking for speakers to take the podium.
Located in the heart of South Beach’s vibrant Art Deco District, the Loews Miami Beach Hotel is an oceanfront resort with luxurious guestrooms, state-of-the-art meeting spaces, an oceanfront pool scape and more. Just steps from the shopping and dining of famous Lincoln Road, as well as the nightlife and entertainment of Ocean Drive.
2023 featured keynote
General Partner, Halogen Ventures
Jesse Draper is founding partner of Halogen Ventures and is a fierce advocate for investing in women and the opportunity for using technology and innovation to solve some of the biggest issues facing women and families today. Amongst her 70+ portfolio companies, are the Skimm, ThirdLove, HopSkipDrive, The Flex Company, Squad (acquired by Twitter), Eloquii (sold to Walmart) and This is L (sold to P&G).
Selected as one of the top 10 early stage female investors by Business Insider, Draper was also listed by Marie Claire magazine as one of the ‘50 Most Connected Women in America’. Draper has been a contributor to Marie Claire, Forbes, and is a regular investor and tech personality showcased on Cheddar, CNBC, CNN.
Disciplina Group, LLC
JM Family Enterprises, Inc
Illinois Municipal Retirement Fund
Bain Capital Credit
Gilder Office for Growth, LLC
Lead Edge Capital
Levine Leichtman Capital Partners
Rotunda Capital Partners
GenNx360 Capital Partners
Warburg Pincus LLC
By purchasing a ticket to the Private Equity Summit, a part of the South Beach Series, attendees will receive an
All-Access Pass to all three Summits running concurrently: Private Equity, Sustainable Investing & Real Estate.
The Summit agendas are specially curated to allow optimal opportunities for attendees to pick and choose the sessions that are most impactful to their focus in 2023.
EARLY PRICING ENDS IN:
- Non-fee earning LPs who are in an investment role and allocating capital to investment funds.
- Includes allocators for Public/Private Pension Plans, Endowments, Foundations and more.
FEE-EARNING LIMITED PARTNERS
- Fee-earning LPs that allocate capital directly into companies, developments or projects.
- Includes OCIOs,
Investment Consultants, Fund of Funds, and other fee earning investment managers.
- Direct equity and debt investors into companies, developments or projects.
- Includes private equity investors, private credit investors, venture capital investors, hedge funds, direct lenders, investment and merchant banks, secondary firms, real assets investors, REITs, BDCs, SBICs, accelerators, and lenders.
- Service providers to investors and companies.
- Includes accounting firms, consulting firms, commercial broker, executive search, fund administrators, insurance firms, law firms, placement agents and software providers.
more than a conference
NOTHING SHOULD STAND BETWEEN A WOMAN AND THE BUSINESS LEADER SHE WANTS TO BE
Quality over quantity. We curate audiences so there is a diverse mix of partners, clients and peers who connect easily and authentically.
We believe individuals should take ownership over their professional development. Our events offer educational topics and industry knowledge.
Show women you walk beside them. When you sponsor a Kayo event,
you put the women in your organization on a path to success.
Kayo, and our sponsors, create a warm, welcoming environment
where women feel empowered, championed and energized.
2022 limited partners
State of Tennessee
Canada Pension Plan Investment Board
Beth Israel Lehey Health
Mass General Brigham
U.S. Small Business Administration
Florida State Board
State of Maryland
Northwestern Mutual Capital
Monday, June 13 | 3:00 PM – 7:00 PM ET
3:00 PM | WELCOME REMARKS
3:15 PM | Professional Development Workshop: Spy the Lie
Imagine how different your life would be if you could tell whether someone was lying or telling you the truth. Become an expert in detecting deception in your due diligence. Presenter Susan Carnicero is a former CIA security specialist who will lead a workshop teaching investors how to “spy the lie.”
Susan Carnicero, Qverity
4:45 PM | Cocktail Reception
Our opening cocktail reception will include joint networking across our Private Equity, Credit, and ESG Summit audiences.
Tuesday, June 14 | 8:00 AM – 7:00 PM ET
Capital raising, allocator perspectives, fund formation and secondaries.
8:00 AM | Breakfast
8:30 AM | Opening Keynote | No Stone Left Unturned: A View on Emerging and Diverse Manager Selection
A rising number of institutional investors are committing capital to emerging and diverse led managers. Yet, there remains a trend where LPs are consolidating the number of fund relationships they manage. Where’s the balance? Jasmine Richards, Head of Diverse Manager Research at Cambridge Associates, joins us to share how her team is sourcing and conducting due diligence on managers, presenting insight across both public and private markets.
9:00 AM | Fireside Chat with kristi craig, national geographic society
Kristi Craig leads the endowment for the National Geographic Society, a global nonprofit organization that uses the power of science, exploration, education and storytelling to illuminate and protect the wonder of our world. Kristi joined the endowment in 2022, and has spent a decade she in the endowment world. Learn more about her career journey and what investing strategies she plans to use.
9:30 AM | Panel | Holding on Longer: Retaining Portfolio Company Ownership
In record number, general partners explore creative options for well-performing companies reaching the end of their fund lifecycle. GPs extract additional value over time and LPs find desired liquidity. It’s a win-win situation. To name a few: long hold structures, continuation vehicles, fund-to-fund transfers, co-investments and in-kind distributions. Why are these transactions attractive in today’s market? Are LPs recommitting to new vehicles? What must GPs consider when evaluating these structures for fund management?
10:15 AM | Coffee Break
10:45 AM | Panel | Is Private Equity Still Outperforming?
Private equity is on a performance run. Returns are high despite recent dislocation and investors have more choice in the market today than ever. How are investors distinguishing top performing managers? What separates the skillful from the lucky? As we enter 2022 with an ongoing inflationary environment and geopolitical tensions in the East, are LPs doubling down on their allocations to private equity?
Luanne Good, State Board of Administration of Florida
11:30 AM | Fireside Chat with Lisa Lee, Providence Equity Partners
Lisa Lee is Managing Director at PSG & Providence Equity based in New York, where she focuses on investor relations and fundraising. Lisa has found a passion for relationship building through her journey in management consulting, investment banking, and private equity. In this fireside chat, we’ll discuss the importance of investing in a professional profile.
12:00 PM | Networking Lunch
talent and human capital
Talent, recruiting, DEI and corporate governance.
1:00 PM | Panel | She Came, She Built, She Sold: Two Successful Exit Stories
2021 marked a milestone year for two entrepreneurs Anne Anquillare of CSC Global Financial Markets and Stacey Relton of Sanne Group. Anne and Stacey successfully sold their businesses, PEF Services and Strait Capital, to leading financial companies defining the future of private equity fund management. This conversation will explore the early days of establishing a company thesis and culture, the steps that define a successful exit and the surprises along the way. Did Anne and Stacey envision selling their business?
2:00 PM |Allocator-Only Closed-Door Session | Peers, Fears & Cheers
Special programming segment for allocators: Peers, Fears and Cheers! Connect with fellow-allocators, open up about your worries and obstacles, and toast to your wins and the future!
1:45 PM | Panel | Recruiting Diverse Talent-Ask Us Anything
In the private equity talent market, competition is fierce. Which firms are attracting top performers and why? How do you know if a firm is serious about a culture of diversity, equity and inclusion? For this “ask us anything” style panel, we have two top executive search specialists in private equity, alongside two private equity firms differentiating themselves in an effort to recruit and retain top talent. To create change, it takes a village. Bring your questions!
2:30 PM | Panel | Is EQ the Key to Deal Making?
M&A and restructuring is not just about term sheets – it’s often more about managing human emotions and relationships. Dealmaking requires high speed conflict resolution, interpersonal interactions and overcoming operational challenges. What’s the secret to staying clear-headed and rational during high-stakes conversations and tense situations? How do you manage your emotions, and those of your clients in hairy environments?
4:00 PM | Optional Group Activities
Walk the Boston Harbor
Meditation & Breathing Exercise
7:00 PM | Day Closes - Dinners
Wednesday, June 15 | 8:00 AM – 3:00 PM ET
M&A, due diligence, capital markets, sector spotlights and private equity strategies.
8:00 AM | Breakfast
8:30 AM | Opening Keynote | Private Gone Public
TPG’s IPO marked the first big stock debut of 2022. What is next for the IPO market? What trends are arising and what do others need to take into account as they consider going public? Paige Weiser, VP of Equity Capital Markets on TPG’s Capital Markets team, shares the story of TPG’s public listing amidst a hot private equity market, a volatile IPO market, and key lessons learned.
9:00 AM | Panel | New Records, New Challenges
Deal volume and count may be on fire, but new challenges keep private equity firms on their toes. How will antitrust, FTC and DOJ scrutiny and labor shortages impact the dealmaking environment? How will increased investor focus on ESG reporting impact the factors assessed before closing on a deal? What must be considered if labor shortages and inflation persists for the unforeseeable future?
9:45 AM | Fireside Chat | Jill Granoff, Eurazeo
Jill Granoff is Managing Partner of Eurazeo and CEO of Eurazeo Brands, leading strategy for the firm’s global consumer growth equity division. A beauty, fashion and retail industry expert, Jill held previous executive positions at Estee Lauder, Victoria Secret and Liz Claiborne. Jill also was CEO of two publicly listed companies, walking Vince through its IPO before joining Eurazeo. In this fireside chat, we’ll explore Jill’s journey as her team helps shape the future of the consumer market.
10:15 AM | Coffee Break
11:00 AM | Breakout | Merger Integration: How to Prevent a Culture Clash
Critical decisions make or break a post-merger integration. Sponsors and management teams must work in tandem to unlock value and realize new revenue growth. In a merger, how is team talent preserved and supported? What role is technology play a role in driving efficiency? In the spirit of avoiding a clash of culture, what’s the future of merger integration?
11:00 AM | Breakout | No limits: Investing in Technology's Path of Disruption
Technology continues to disrupt society – touching every industry, geography and consumer end market. The opportunity set is large, but so too is competition and appetite. What sets apart performance from the best technology companies? Is technology viewed as a sector or an industry? Is every company a “tech company”? This panel will explore why LPs and investors continue to back the next generation of software, internet, semiconductors and tech enabled service investments.
11:00 AM | Breakout | Private Equity Finance: Who's Lending?
Private debt fundraising remains healthy. Sponsors have substantial dry powder to deploy and the size of loans from a single lender is skyrocketing. What’s happening in the syndicated loan market? What are lenders worried about and how are borrowers demands changing in the private equity finance market?
11:50 AM | Breakout |The True "Value" in Value Creation
Value creation comes in many forms – cost reduction, talent swaps, product development, pricing strategy and technology enhancements – to name a few. But what does it really take to remain competitive in the market today when multiples are at record highs? How does a private equity firm prioritize its objectives? How much risk are investors and management teams willing to assume to drive growth?
11:50 AM | Breakout | investing with impact
Today’s impact investors are solving tomorrow’s challenges. Focused on marry financial and social returns, the leaders in the industry are addressing environmental sustainability, economic disparities, and our population’s health. The entrepreneurs presenting solutions require patient, long term capital. How is private equity stepping up to back the next generation of change makers?
Chavon Sutton, Cambridge Associates
11:50 AM | Breakout | Middle Market Dealmaking: Frenzy Continued?
The middle market crushed 2021 – both in deal count and value. Now that we’re nearly halfway through 2022, who’s winning and who’s losing? How long is it taking to complete deals? How are firms navigating due diligence? Which companies are firms focused on purchasing? What’s the impact of inflation, rising tax rates, supply chain disruptions, and cybersecurity?
12:45 PM | Networking Roundtable Lunch
1:45 PM | Closing Fireside Chat with clarissa berman, Frazier healthcare
Is private equity meeting the need of providers, patients and payers? Affordability, streamlined operations and data-driven solutions are in high demand. In this fireside chat, Clarissa Berman an accomplished investor at Frazier Healthcare, shares her perspective on the need for transformation in medical devices, mental health and healthcare technology sectors.