PE’23: Allocator Track

Mar 21, 2023 | Kayo Women, Misc

PE’23: Allocator Track

Mar 21, 2023 | Kayo Women, Misc

Women’s Private Equity Summit
June 12-14, 2023 | Allocator Track

Allocators are among the most influential players in the private equity ecosystem. This track explores their key investment opportunities and how to evaluate risks, adjust allocations, and select the right portfolio managers. Thought leaders from endowments, foundations, family offices, and pensions will share their goals and strategies alongside other private equity experts.

Panel: A Decade of Institutional Investing: Switchbacks, Mudslides and Summits
June 13th | 2:00 PM ET

A decade in investing is similar to a long journey across awe-inspiring but treacherous terrain. We are honored to invite back four individuals who were at our very first Kayo Summit to share their journey over the past decade. We’ll learn how these individuals evolved as investors, leaders, and professionals in the past 10 years. We’ll talk about switchbacks where they were forced to pivot, summits where they achieved a goal and gained perspective, and maybe even a few mudslides where they lost their footing or experienced failures. Finally, our trailblazers will leave us with tips, hacks, and tools we can borrow for our own journey ahead.

Speakers confirmed: Kristina Koutrakos, Virginia Retirement System, Amy Chen, Smithsonian Institution, Emily Sumner, Glider Office for Growth LLC, Kathryn Regan, Ares Management, Lynn Alexander, Kelso & Company, Morgan Holzaepfel, Adams Street Partners

Panel: Emerging Managers Strategies for 2023 and Beyond
June 12th | 2:45 PM ET

It’s a very tough environment for emerging managers. But, it’s never impossible.  This panel of allocators are either focused on diverse and emerging managers, or at least interested to allocate more to this group of managers.  How do you define diverse and emerging managers?  What are the challenges and frustrations investing in this segment of the market?  Will a recessionary environment create more hurdles? Are there success stories to share?

Speakers confirmed: Aris Hatch, GCM Grosvenor, Deborah Medenica, New York State Common Retirement Fund, Amy Ridge, Mercer, Dana Johns, Maryland State Retirement System

Fireside Chat: Being a Champion for Endowments & Foundations: The Disciplina Story
June 12th | 3:30 PM ET

Jackie Robinson once said “A Life is Not Important Unless it Impacts Other Lives”.  In 2013, a group of leading institutional investors in the endowment sectors had a vision that they could make a greater impact for resource constrained, mission-driven organizations like endowments and foundations. A decade later, Alena Kuprevich, Matthew Wright and Brant Smith have an incredible story to share.

Speakers confirmed: Alena Kuprevich, Disciplina

Track Sponsored by: Kelso & Company and Ares Management 


Join us at our Private Equity Summit to hear valuable insight in the Allocator sector. Register here.