Name
NextGen Session #8: Alternative Asset Classes: Independent Sponsors, Private Equity, Real Estate, SBIC and Venture.
Date & Time
Thursday, March 23, 2023, 5:00 PM - 7:25 PM
Carmen Ortiz-McGhee Peter Braffman Malcolm Johnson Jerome Nichols Eric Samek Renata Aráuz-DeStefano Sheila Gulati Mildred Idada Ivelisse Simon Bailey DeVries Carl Jenkins Sengal Selassie Paul Yett Ernesto Carrizosa Shamik Patel Luis Zaldivar Tarrus Richardson Terence Rozier-Byrd Kate Mitselmakher Marcus Mayo Sarah Abdel-Razek
Description

5:00pm – 5:05pm           Opening Remarks & Speaker Introductions

Speaker: Carmen Ortiz-McGhee

Session Description: While many of the strategies and structural considerations are similar across alternative asset classes, there are nuances within each. These concurrent sessions will take a deep dive into the specific considerations required across Real Estate, Venture,  Private Equity, SBIC and Independent Sponsors.

Speaker: Carmen Ortiz-McGhee

5:05pm – 5:15pm           Transition

Concurrent Session: Real Estate

5:15pm – 5:30pm           Real Estate Overview

While many of the strategies and structural considerations are similar across alternative asset classes, there are nuances within each. This concurrent session will take a deep dive into the specific considerations required in Real Estate.

Speaker: Peter Braffman, Managing Director, Real Estate Investments, GCM Grosvenor

5:30pm – 6:00pm           Real Estate Panel

Moderator: Peter Braffman, Managing Director, Real Estate Investments, GCM Grosvenor

Panelists:

  • Malcolm Johnson, CEO, Langdon Park Capital
  • Jerome Nichols, President & Co-Founder, Standard Real Estate Investments
  • Eric Samek, Managing Director, Brasa Capital

6:00pm – 6:05pm           Virtual Break (5 min)

6:05pm – 6:35pm           Panel Discussion                                  

6:35pm – 6:50pm           Audience Q&A and Wrap-up                                 

Concurrent Session: Venture

5:15pm – 5:30pm           Venture Capital Funds Overview

While many of the strategies and structural considerations are similar across alternative asset classes, there are nuances within each. This concurrent session will take a deep dive into the specific considerations required in Venture.

Speaker: Renata Aráuz-DeStefano, Pivotal Ventures 

5:30pm – 6:00pm           Venture Panel

Moderator: Renata Aráuz-DeStefano

Panelists:

  • Sheila Gulati, Managing Director, Tola Capital
  • Mildred Idada, General Partner, Open Web Collective
  • Kate Mitselmakher, CEO, Founder & General Partner, Bloccelerate
  • Terence Rozier-Byrd, Partner, Akin Gump

6:00pm – 6:05pm           Virtual Break (5 min)

6:05pm – 6:35pm           Panel Discussion                                  

6:35pm – 6:50pm           Audience Q&A and Wrap-up   

Concurrent Session: SBIC

5:15pm – 6:35pm           SBIC Panel

While many of the strategies and structural considerations are similar across alternative asset classes, there are nuances within each. This concurrent session will take a deep dive into the specific considerations required in SBIC.

Moderator: Ivelisse Simon, Managing Partner, Avante Capital Partners

Panelists:

  • Bailey DeVries, Associate Administrator (Head), Office of Investment & Innovation U.S. Small Business Administration
  • Carl Jenkins, Managing Director & Group Head | Corporate Finance – Community Investments, BMO Harris Bank
  • Sengal Selassie, CEO & Founder, Brightwood Capital Advisors, LLC

6:00pm – 6:05pm           Virtual Break (5 min)

6:05pm – 6:35pm           Panel Discussion                                  

6:35pm – 6:50pm           Audience Q&A and Wrap-up   

Concurrent Session: Private Equity

5:15pm – 5:30pm          Private Equity Overview

While many of the strategies and structural considerations are similar across alternative asset classes, there are nuances within each. This concurrent session will take a deep dive into the specific considerations required in Buyout.

Speaker: Paul Yett, Managing Director, Hamilton Lane

5:15pm – 6:00pm           Private Equity Panel

Moderator: Paul Yett, Managing Director, Hamilton Lane

Panelists:

  • Ernesto Carrizosa, Partner & Executive Managing Partner, WM Partners
  • Shamik Patel, Partner & Co-Founder, Knox Lane
  • Luis Zaldivar, Co-Founder & Managing Partner, Avance Investment Management

6:00pm – 6:05pm           Virtual Break (5 min)

6:05pm – 6:35pm           Panel Discussion 

6:35pm – 6:50pm           Audience Q&A and Wrap-up   

Concurrent Session: Independent Sponsor

5:15pm – 5:30pm           Independent Sponsor Overview

While many of the strategies and structural considerations are similar across alternative asset classes, there are nuances within each. This concurrent session will take a deep dive into the specific considerations required in Independent Sponsorship.

Speaker: Tarrus Richardson, Founder and CEO, IMB Partners

5:30pm – 6:00pm           Independent Sponsor Panel

Moderator: Lenora Robinson Mills, Chief Operating Officer, IMB Partners

Panelists:

  • Tarrus Richardson, Founder and CEO, IMB Partners
  • Sarah Abdel-Razek, Co-Founder & Partner, Riveter Capital
  • Marcus Mayo, Executive Chairman and CEO, Continuum Companies

6:00pm – 6:05pm           Virtual Break (5 min)

6:05pm – 6:35pm           Panel Discussion 

6:35pm – 6:50pm           Audience Q&A and Wrap-up   

6:50pm                            Session #8 Ends

6:50pm – 7:20pm           Cohort Post-Session Networking (Optional)

Virtual Session Link