The Private Markets Secondaries Meeting
February 12th & 13th, 2024
The Santa Monica Proper Hotel- Santa Monica, California
It is with great pleasure that I invite you to the 4th Annual Private Markets Secondaries Meeting. This is the only secondaries specific conference on the west coast. The aim of this Conference is to connect and educate institutional investors, asset owners, and investment managers on secondaries strategies across the various sectors of private markets. Our meeting brings together over 200 senior level investment professionals that will join us to network and discuss the recent evolution of secondaries, including current investment opportunities, structures, performance across secondaries in private equity, venture capital, credit and real assets.
Lead Sponsor
Sponsors
Speakers
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Alex Shivananda
Partner and Managing Director
Cambridge Associates -
Joncarlo Mark
Founder
Upwelling Capital Group -
Charlie Grimes
Managing Director, Head of Global Capital Markets
Forge -
Sindhu Rajesh
Partner-in-charge, Alternative Investment Funds
Weaver -
Saul Diamond
Co-President
LSV Advisors -
Xavier A. Gutierrez
President, CEO & Alternate Governor
Arizona Coyotes Hockey Club -
Brent Lawrence
CEO and Founder
Accelerate Sports -
Justin McDougall
Managing Director
ICG Strategic Equity -
Alex Dauria
Senior Portfolio Advisor
Aksia -
Kort Schnabel
Partner, Co-Head of U.S. Direct Lending
Ares Management Corporation -
Jamie Quinn
Principal
NewView Capital -
Vince Gubitosi
Co-Founder and Co-President
Accuidity -
Paul Sanabria
Global Co-Head of Secondaries
Manulife Investment Management -
Benjamin Wilson
Managing Director, Global Head of Secondaries
HQ Capital -
Didier Acevedo
Investment Officer, Private Equity
Los Angeles County Employees Retirement Association -
Eric Green
Partner
Upwelling Capital Group -
Chris Goodwin
Managing Director and Secondaries Investment Committee Member
Star Mountain Capital -
Stephanie Lippert
Associate Director - Alternative Investments
Pacific Life -
Ed Goldstein
CIO of Coller Credit Secondaries
Coller Capital -
Brad Termini
Founding Partner
San Diego FC -
Brian Kobus
Managing Partner, Head of Operations
OMERS Ventures -
Bonar Chhay
CFA, Managing Partner and Founder
Felicitas Global Partners -
John Kettnich
Partner
StepStone Group -
David Guryn
Senior Investment Director
Schroders Capital -
Tom Glover
Operating Advisor
BC Partners -
Rafael Castro
Partner
Hark Capital
Participation Options
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We only invite allocators at no cost. We use ILPA standards for determining who is invited. The complimentary passes are for institutions (and individuals within those institutions) who invest or intend to invest in a portfolio of private equity funds or direct investments primarily for their own account.
To be eligible, an applying organization must meet the following criteria:
• Organization is actively investing in private markets as an institutional investor through any limited partner (LP) vehicle including funds, fund of funds and co-investments.
• Organization primarily invests captive/passive capital.
• Organization does not raise external capital, charge asset management fees, charge promote, and is not a service provider.
Groups that may qualify include:
Public Pensions, Corporate Pensions, Pension Consultants/OCIOs, Superannuation Funds, Foundations, Sovereign Wealth Funds, Endowments, Hospital Systems, Insurance Investors, Single Family Offices, Multi Family Offices, RIAs & UNWI Investors.
To apply to attend as an allocator, please email: carmo@carmocompanies.com
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Pass
-1 individual pass to in-person meeting
-Attendee list Not includedEarly Bird: $1,700 USD
Pre-Registration: $2,200 USD
Standard: $2,700 USD -
Attendee List
-Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation information
-Pre-event email intros/ Carmo meeting facilitation NOT included.Networking Break or Stand (Optional)
-Branding and announcement to all attendees during networking break
-Ability to upgrade food and beverages for networking-Sponsor may choose to have 10’ x10’ space in networking area to distribute marketing material and present information regarding company.Passes
-3 Company passes to full conference, event cocktail hours and networking sessions.Branding
-Sponsorship branding throughout meeting, agenda and marketing campaigns.Price- $10,000 USD
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Meeting Facilitation
-Select targeted LP/GP attendees from Event-Carmo will professionally introduce via email and help arrange one on one meetings at the event.
-Carmo to put best effort of obtaining at least 10 LP/GP meetings with client and prospective LPs.Attendee List
-Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation informationPrivate Table
-Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetingsPasses
-3 Company passes to full conference, event cocktail hours and networking sessions. Branding
-Sponsorship branding throughout meeting, agenda and marketing campaigns.
-Entitled to a Full-Page Advertisement in conference brochurePrice- $15,000 USD
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Speaking Position
-Client may choose to speak, moderate or present on panel of choice at event of choiceMeeting Facilitation
-Select targeted LP/GP attendees from Event
-Carmo will professionally introduce via email and help arrange one on one meetings at the event.
-Carmo to put best effort of obtaining at least 10 LP/GP meetings with client and prospective LPs.Attendee List
-Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation informationPrivate Table
-Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetingsPasses
-3 Company passes to full conference, event cocktail hours and networking sessions. Branding
-Sponsorship branding throughout meeting, agenda and marketing campaigns.
-Entitled to a Full-Page Advertisement in conference brochurePrice- $17,500 USD
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Presentation
-Stand-Alone 20 Minute presentation at time of choice during the eventMeeting Facilitation
-Select targeted LP/GP attendees from Event
-Carmo will professionally introduce via email and help arrange one on one meetings at the event.
-Carmo to put best effort of obtaining at least 10 LP/GP meetings with client and prospective LPsAttendee List
-Exclusive access to updated conference attendee list two weeks before the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation information.Private Table
-Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetingsPasses
-3 Company passes to full conference, event cocktail hours and networking sessions. Branding
-Sponsorship branding throughout meeting, agenda and marketing campaigns.
-Entitled to a Full-Page Advertisement in conference brochurePrice- $27,500 USD
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Priority Brand Placement & Material Distribution
-Sponsor’s Corporate logo to be placed above and in a larger format on the conference brochure, agenda, website, banners and branded event advertisements
-Any research or marketing materials will be made available and/or distributed to all conference attendees.
-Sponsor to include a full-page advertisement to be placed on back cover of conference brochure.
-Sponsor logo and link to sponsor site to be included on a bi-weekly newsletter which will update all confirmed and prospective attendees of event progress.-Sponsor to have all attendee lanyards with company logo.Exclusivity
-First access to conference attendee list 3 weeks prior to the event.
-Carmo will provide one on one introductions via email to all prospective clients of choice (funds/investors).
-On-site direction and introduction facilitation to prospective clients-Dedicated private sponsor room for 1 on 1 meetingsExclusive Sponsor Cocktail/Dinner
-Carmo to help facilitate private cocktail party/dinner with selected investors night before the eventSpeaking/ Moderating Positions
-2 Moderating/speaking or presentation positions on panel of choice. (first come first serve basis)Company & Speaker Profiling
-Company description to be published online and in print (150 words max)
-Speaker bio to be published online and in print (150 words max)Conference passes
-Up to 10 attendee passes for sponsor employee executivesPrice- $50,000 USD