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JUNE 12-14, 2023 | MIAMI, FL

PRIVATE EQUITY | REAL ESTATE | SUSTAINABLE INVESTING

all you need to know

before you go

MAKE THE MOST OF YOUR SOUTH BEACH SERIES EXPERIENCE WITH THESE TIPS

HOTELS

10 South West Street, Indianapolis, IN 46204

Check-in: 4 p.m.
Check out: 11 a.m.

Upon arrival at the hotel, please proceed to registration at the 3rd-floor reception area. Check-in lines will be organized by last name. Please follow the signs to your specific check-in representative.

Additional rooms are available at the nearby Indianapolis Marriott Downtown.

TRAVEL

If you’re flying, the closest airport is Indianapolis International Airport (14 Miles from JW Marriott).

The hotel does not offer shuttle services from the airport; however, the following options are available: 

  • Royal Transportation limo
  • Taxi
  • Lyft, Uber, or another ride-sharing service
  • Parking at the hotel is extremely limited, but if you’re driving, use 10 S. West Street, Indianapolis, IN. Daily parking fees apply.

WHAT TO WEAR

Conference: Business casual

Reception: Your favorite sports team attire

Travel: Wear something orange and see how many conference attendees you meet on your way

EVENT APP

If you’re flying, the closest airport is Indianapolis International Airport (14 Miles from JW Marriott).

The hotel does not offer shuttle services from the airport; however, the following options are available: 

  • Royal Transportation limo
  • Taxi
  • Lyft, Uber, or another ride-sharing service
  • Parking at the hotel is extremely limited, but if you’re driving, use 10 S. West Street, Indianapolis, IN. Daily parking fees apply.

faq

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agenda

  • All Days
  • Sun Jun 11
  • Mon Jun 12
  • Tue Jun 13
  • Wed Jun 14
Sun Jun 11
2:00 pm
2:00 pm - 6:00 pm (4 hours)
Early Registration

Register early at the Rotunda on the 2nd floor of the Loews.

Mon Jun 12
7:00 am
7:00 am - 8:00 am (1 hours)
Morning Wellness

Location: Beach

7:00 am
7:00 am - 4:00 pm (9 hours)
Registration
8:00 am
8:00 am - 9:00 am (1 hours)
Allocator Only Breakfast

Location: Poinciana

8:00 am
8:00 am - 4:00 pm (8 hours)
Connection Café

The go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break in between sessions.

Location: Americana Terrace, Lawn, & Foyer

7:00 am
7:00 am - 3:00 pm (8 hours)
Exhibit Hall

We’ve transformed our Exhibit Hall into a Base Camp. Like a Base Camp serves a trailblazer resting on their journey, you will start your journey in the Exhibit Hall, and retreat back to it between sessions.

Featured Exhibitors: MorganFranklin Consulting, Wells Fargo, CAC Specialty, CSC Global Financial Markets, Novata, Atlantic Global Risk

Location: Foyer

8:00 am
8:00 am - 4:00 pm (8 hours)
Networking Lounge

For two days, the Assembly Hall will be an inviting room of 40 numbered roundtables where you can schedule 1:1 meetings, take meals, and enjoy roundtable discussions. It’s a place to take solo clarity breaks when you need a break. This is also where the grand Networking Lunch will take place on June 13th.

Location: Americana Assembly

9:00 am
9:00 am - 10:30 am (1 hours,30 min)
Structured Networking for Allocators

Knockout Networking
Our pre-conference structured networking helps limited partners make connections with ease before the conference really begins. The 90 minute segment, Knockout Networking, kicks off with a 30 minute fireside chat between two industry peers. Secondly, there are 60 minutes of roundtable discussions with topic prompts to help attendees open up about obstacles, challenges, wins and goals.

Location: Poinciana

9:00 am
9:00 am - 10:30 am (1 hours,30 min)
SPEAKER WORKSHOP: Show Up Strong | Present with Impact and Purpose

Maya Angelou is quoted as saying, “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” The mechanism for this is both the trusted connection we create with our audience and how we deliver our message. To show up strong and engage our audience in a compelling way doesn’t require you to be an exceptional public speaker, but it does require that you understand what effective communication is all about. In this energizing and fun three-hour session, we will learn to communicate with impact and purpose from the inside out. We will learn the techniques to engage the audience from the moment we walk out on stage, embody confidence, compel the audience through heartfelt and dynamic delivery, and paint pictures and evoke emotions with our message.

Location: Americana 3

9:00 am
9:00 am - 10:30 am (1 hours,30 min)
Knockout Networking

Knockout Networking
Our pre-conference structured networking helps attendees make connections with ease before the conference really begins. The 90 minute segment, Knockout Networking, kicks off with a 30 minute fireside chat between two industry peers. Secondly, there are 60 minutes of roundtable discussions with topic prompts to help attendees open up about obstacles, challenges, wins and goals.

Location: Poinciana

10:30 am
10:30 am - 11:00 am (30 min)
Break
11:00 am
11:00 am - 12:15 pm (1 hours,15 min)
1:1 LP-GP Meetings (by invitation)

More Details Coming Soon!

Location: Poinciana

11:00 am
11:00 am - 12:15 pm (1 hours,15 min)
Borrower & Lender Meetings (by invitation)

More details coming soon!

Location: Poinciana

12:15 pm
12:15 pm - 12:45 pm (30 min)
Break
12:45 pm
12:45 pm - 1:45 pm (1 hours)
Keynote with Jesse Draper, Halogen Ventures

Why has the $1 trillion child-care industry been largely ignored by venture capital? Jesse Draper, founding partner of Halogen Ventures, is a fierce advocate for using technology and innovation to solve some of the biggest issues facing 80 million families in the United States today. As one of the top female early stage investors, Jesse will share the founding story of Halogen and galvanize investors around the opportunities to invest in female-led businesses changing the world today.

Location: Americana 3

1:45 pm
1:45 pm - 2:15 pm (30 min)
Break

Location: Foyer

2:15 pm
2:15 pm - 3:00 pm (45 min)
Mastering Deal Origination

Deal origination never easy – and definitely not this year.  How are Private Equity firms finding the companies at the right price in today’s market?  This panel of deal originators and deal makers will tell us about their strategy, their networks and the relationships that matter most.  How do you cultivate relationships with management teams? Is market volatility creating more or less competition for deals? How do rising interest rates and a potential recession impact valuations and deal terms?  How is due diligence changing in today’s environment?

Location: Americana 3

2:15 pm
2:15 pm - 3:00 pm (45 min)
What Does a Recession Mean for Private Markets?

For many institutional investors and private equity professionals, present day may be their first time facing a the threat of a true economic downturn. What lessons can be gleaned from professionals who navigated the last recession? Are there similarities and differences?  What were common mistakes?  How does a recession impact fundraising and term sheets?  How can institutional investors seize opportunities and emerge stronger on the other side?   

Location: Poinciana

2:15 pm
2:15 pm - 3:00 pm (45 min)
Culture: Deal-Maker or Deal-Breaker

To win the talent game, private equity firm cultures are evolving. We will join women leaders from across the private equity landscape to discuss the importance of being intentional, shaking up the norms, and creating inclusive cultures where employees are engaged and valued. How can firms and their portfolio company leaders successfully collaborate on a talent strategy? How are companies developing meaningful and effective DEI policies? This panel will highlight and celebrate the success stories of women who are trailblazing in talent. 

Location: Poinciana

3:00 pm
3:00 pm - 3:45 pm (45 min)
Will Your Leadership Team Sink or Swim in Storms Ahead

The quality of portfolio company management is the reason most cited for deal success and the second most-cited reason for deal failure. Having the wrong leadership, particularly during a downturn, can come with a heavy price. As fears of a slowdown loom, how do you know your management teams are prepared?  

Location: Poinciana

3:00 pm
3:00 pm - 3:45 pm (45 min)
Being Authentic in a Transactional World

Private equity is a relationship business, and it’s more fun when those relationships are authentic and meaningful.  Business development leaders walk that line carefully, knowing that not every fund is a fit for every allocator at any every moment.  This panel of leading capital development pros will share secrets on how to find the right partners for the right products. Learn tips on building partnerships with allocators and avoiding transactional relationships. We’ll hear about fundraising successes and failures, and enduring tips for capital raising throughout cycles.  

Location: Poinciana

3:00 pm
3:00 pm - 3:45 pm (45 min)
What's the Deal with GP Stakes Investing?

Fundraising activity for GP Stakes funds has surged, with over $20 billion raised across GP stakes funds in recent years. The strategy has become standard practice in the PE industry as more LPs make their first allocation and GPs consider selling an equity stake. So what’s the excitement all about? What’s are the market drivers of GP stakes investing? Who are the major players? Why would a recipient of GP stake be interested the investment? Why would an LP be interested in a GP stake investment?  This panel explores the GP stakes investing landscape and answers questions related to construction, allocation and GP and LP benefits.

Location: Americana 3

3:45 pm
3:45 pm - 4:30 pm (45 min)
How Newcomers Find Traction

It’s a very tough environment for emerging managers. But, it’s never impossible. We’ll hear from newcomers who have gotten over the hurdle of their first fund raise and are working on fund two and well as women and diverse managers who have now crossed the $1 billion fund mark – an incredible milestone.  How have newcomers found traction in fundraising? What lessons can they share with other managers? 

Location: Poinciana

3:45 pm
3:45 pm - 4:30 pm (45 min)
The Unique Abilities of Operating Partners

Operating Partners often transition into private equity from industry background, adding a unique perspective to a team full of “finance geeks”. This panel will explore the role that Operating Partners play on a private equity team today, and how they interact and drive value creation at portfolio companies.  

Location: Poinciana

3:45 pm
3:45 pm - 4:30 pm (45 min)
Co-Investing 101- Risks and Benefits

There is significant interest in co-investing, but not everyone has the skills and resources required to successfully execute a co-investment program. This panel of both Private Equity Firms and their Co-Investment partners will cover what it takes to build a successful co-investment program, and what pitfalls to avoid.

Location: Americana 3

5:00 pm
5:00 pm - 6:00 pm (1 hours)
Wind-Down Walk

A Kayo tradition at every event! Once the conference wraps for the day, leave your business attire behind and stretch your legs for a low intensity walk to unwind before your dinner plans. Led by a Kayo team member, this group of attendees will embark on a 60-minute walk, connecting over uncommon commonalities and soaking in the oceanfront beauty of Miami Beach.

Tue Jun 13
7:00 am
7:00 am - 8:00 am (1 hours)
Morning Wellness

Location: Beach

8:00 am
8:00 am - 3:30 pm (7 hours,30 min)
Connection Café

The go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break in between sessions.

Location: Americana Terrace, Lawn, & Foyer

9:00 am
9:00 am - 5:00 pm (8 hours)
Exhibit Hall

We’ve transformed our Exhibit Hall into a Base Camp. Like a Base Camp serves a trailblazer resting on their journey, you will start your journey in the Exhibit Hall, and retreat back to it between sessions.

Featured Exhibitors: MorganFranklin Consulting, Wells Fargo, CAC Specialty, CSC Global Financial Markets, Novata, Atlantic Global Risk

Location: Foyer

9:00 am
9:00 am - 4:00 pm (7 hours)
Networking Lounge

For two days, the Assembly Hall will be an inviting room of 40 numbered roundtables where you can schedule 1:1 meetings, take meals, and enjoy roundtable discussions. It’s a place to take solo clarity breaks when you need a break. This is also where the grand Networking Lunch will take place on June 13th.

Location: Americana Assembly

8:15 am
8:15 am - 9:15 am (1 hours)
Fireside Chat with Lauren Leichtman
9:15 am
9:15 am - 10:00 am (45 min)
Fireside Chat

More Details Coming Soon!

Location: Americana 3

10:00 am
10:00 am - 10:30 am (30 min)
Break
10:30 am
10:30 am - 11:00 am (30 min)
Sector Spotlight: Supply Chain Fireside Chat

Location: Poinciana

10:30 am
10:30 am - 11:00 am (30 min)
Sector Spotlight: Healthcare Fireside Chat

Location: Americana 3

10:30 am
10:30 am - 11:00 am (30 min)
Sector Spotlight: Technology Fireside Chat with Christine Moy

A conversation with Christine Moy, Partner, Head of Digital Assets at Apollo Global Management Inc. We’ll discuss her career journey in the world of tech and insights on the future of crypto, DeFi, the Metaverse, and more.

Location: Poinciana

11:00 am
11:00 am - 11:45 am (45 min)
Future of Consumer Investing: Fashion, Apparel, and More

Fashion has always been at the forefront of innovation — from the invention of the sewing machine to the rise of e-commerce. However, supply chain disruptions and rising commodity prices have created challenges in the past few years, not to mention the rise of E-Commerce and evolving consumer behaviors.  Our experts will explore what’s next for fashion and other consumer products and the outlook for investors, including the growing number of M&A deals, how supply chain disruptions are altering every corner of the industry, and what to expect next.

Location: Poinciana

11:00 am
11:00 am - 11:45 am (45 min)
Unlocking Opportunities in Women's Healthcare

One half of the population are women and they account for 80% of consumer purchasing decisions in the healthcare industry. Yet, remarkably, women’s health has been considered a niche market and a mere subset of healthcare.  That is changing as women’s healthcare is a new and growing area of interest, examining private equity acquisitions, the wave of consolidation, founder perspectives, and the key legal and regulatory considerations for all stakeholders across the women’s health ecosystem. 

Location: Americana 3

11:00 am
11:00 am - 11:45 am (45 min)
Future of FinTech

Fintech has been one of the most well-funded and fastest-growing areas of emerging technology. Private equity, venture capital and corporate venture groups have been at times competing, and other times collaborating, in order to transform formerly stale industries. We’ll explore the subsectors (Insurtech, RegtechWealthtechLendtech, Payments) and funding trends with a panel of leading venture capital investors.

Location: Poinciana

11:45 am
11:45 am - 12:30 pm (45 min)
Hunting for Deals in Disrupted Supply Chains

Some of the best investors know that on the other side of an obstacle, there can be a golden opportunity for solving the problem and generating profits. In response to the current supply chain crisis, private equity firms have made a series of notable investments to boost their exposure to the global logistics, agriculture, and e-commerce sectors. Venture capitalists are filling the gap for digital solutions, real estate investors are developing warehouses and cold storage facilities, and infrastructure investors are reinventing ports and cities. This conversation will discuss innovation in supply chains from multiple angles.

Location: Poinciana

11:45 am
11:45 am - 12:30 pm (45 min)
Destigmatized: The Future of Behavioral Health Investing

The stigma long associated with mental and behavioral health problems diminished significantly over the past decade, while understanding of the seriousness of such illnesses increased still further as the physical and social isolation created by the COVID-19 pandemic led to a surge in cases.  Private equity is paying increasing attention to the mental and behavioral health space.  This panel will explore the key problems private equity is hoping to address, and the challenges for investors in the space. 

Location: Americana 3

11:45 am
11:45 am - 12:30 pm (45 min)
Investing in Technology

Private investments in software and technology have exploded to become the industry’s dominant area of focus, and investors continue to flood the zone with new capital. This panel explores how the sector is dealing with forces such as inflation and more expensive debt capital, and where the opportunities lie ahead. What are software investors focused on today? How can we expect valuations, deal volume and strategy to shift in today’s market? Are “take-privates” the next big opportunity for private equity? How critical is differentiated expertise today? 

Location: Poinciana

12:30 pm
12:30 pm - 2:00 pm (1 hours,30 min)
Networking Lunch

Location: Americana 4 & Americana Terrace

2:00 pm
2:00 pm - 2:45 pm (45 min)
A Decade of Institutional Investing: Switchbacks, Mudslides, and Summits

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.

Location: Americana 3

2:00 pm
2:00 pm - 2:45 pm (45 min)
Keynote with Lindsey Piegza, Ph.D.

Chief Economist Dr. Lindsey Piegza will look at the current state of the economy amid the pandemic recovery and what it means going forward for overall growth, interest rates, and lending. She will cover macroeconomic trends in consumer spending and investment, in addition to new monetary and fiscal policy initiatives and the potential economic effects of these changes. She will also examine the changing global and political environment and how it will affect economic recovery. Participants will leave this session able to advise management teams and investment committees on the possible effect of economic issues on their organizations. 

Location: Poinciana

2:45 pm
2:45 pm - 3:30 pm (45 min)
What Choppy Debt Markets Mean for Private Equity

With a pullback in leveraged loans, rising rates, inflation and geopolitical uncertainty, will financing deals become a bigger challenge for private equity?  How is the PE industry approaching deal financing in the current environment? Bypassing banks and going to direct lenders is an explosive trend – but will there be stricter covenants and more scrutiny there too?  This panel will a conversation amongst the capital market pros inside private equity firms as well as their counterparts in leveraged finance and private credit on the state of private equity finance – exploring term sheet trends, obstacles, and expected changes ahead.

Location: Poinciana

2:45 pm
2:45 pm - 3:30 pm (45 min)
Emerging Manager Strategies for 2023 and Beyond

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?  

Location: Americana 3

3:30 pm
3:30 pm - 4:15 pm (45 min)
An All-Weather Asset Class

Private credit is currently the third-largest private capital asset class, and assets under management in private credit are projected to grow to $1.46 trillion by 2025.  Private credit is often regarded as an “all-weather” asset, one that is able to perform well during times that are both favorable and unfavorable for private asset investors. Our panel of experts will examine the validity of this claim – is the resilience of private credit fact or mere speculation? Will private debt, such as floating rate loans provide a hedge against rising interest rates and yield greater returns than other types of bonds in the year to come?  

Location: Poinciana

3:30 pm
3:30 pm - 4:00 pm (30 min)
Being a Champion for Endowments and Foundations: The Disciplina Story

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. 

Location: Americana 3

Wed Jun 14
8:00 am
8:00 am - 12:00 pm (4 hours)
Connection Café

The go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break in between sessions.

Location: Americana Terrace, Lawn, & Foyer

8:00 am
8:00 am - 9:00 am (1 hours)
Mentor Matching Breakfast

Details Coming Soon

Location: Americana 4

9:00 am
9:00 am - 10:30 am (1 hours,30 min)
Workshop: Emerging Leaders
9:00 am
9:00 am - 10:30 am (1 hours,30 min)
Workshop: Navigating Mid-Level Leadership
10:30 am
10:30 am - 11:00 am (30 min)
Break
11:00 am
11:00 am - 12:30 pm (1 hours,30 min)
Workshop: Emerging Leaders Part 2
11:00 am
11:00 am - 12:30 pm (1 hours,30 min)
Workshop: Navigating Mid-Level Leadership Part 2
12:30 pm
12:30 pm - 1:30 pm (1 hours)
Farewell

sponsors

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