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

  • 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

  • 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

  • Pass
    -1 individual pass to in-person meeting
    -Attendee list Not included

    Early 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

  • 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 information​

    Private Table​
    -Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetings​

    Passes​
    -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 brochure

    Price- $15,000 USD

  • Speaking Position
    -
    Client may choose to speak, moderate or present on panel of choice at event of choice

    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 information​

    Private Table
    -Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetings​

    Passes
    -
    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 brochure

    Price- $17,500 USD

  • Presentation
    -Stand-Alone 20 Minute presentation at time of choice during the event

    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 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 meetings​

    Passes
    -
    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 brochure

    Price- $27,500 USD

  • 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 meetings

    Exclusive Sponsor Cocktail/Dinner
    -Carmo to help facilitate private cocktail party/dinner with selected investors night before the event

    Speaking/ 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 executives

    Price- $50,000 USD