GATHERING OF 200+ PRIVATE EQUITY PROFESSIONALS

The Texas Private Equity Summit is crafted to facilitate unguarded and productive networking while encouraging the sharing of ideas in the Private Equity sector. Engage with dynamic speakers, leading sponsors and notable attendees throughout an energetic day.

By gathering the leadership of regional LPs, the Texas Private Equity Summit provides insight, connectivity and momentum to major investors expanding their private equity allocations across industries and geographies. Chief Investment Officers from private & public sector pension funds, endowments, foundations, consultancies and private wealth managers explore macro vs. niche market opportunities, risk mitigation & management, regulatory & tax compliance and discovering value generation opportunities with best-in-class GPs.

MEET THE ATTENDEES

Local and Regional LPs including Public and Private Pension Funds, Foundation, Endowments, Bank Trusts and Family Offices.

WHO ATTENDS

Chief Investment Officers
Private Wealth Managers
General & Limited Partners
Managing Directors
Portfolio Managers

WHY ATTEND

Hear leading insights into industry disrupting developments
Understand what record breaking fundraising levels mean for the future
Foster connections, build trust and drive beyond ideations towards growth
Explore geographical trends and markets with local experts

WHAT TO EXPECT

10 in-depth discussion panels
Q&A with 50+ speakers
4+ hours of dedicated networking
Cocktail Networking Reception

FILL OUT FORM BELOW

REQUEST THE AGENDA

The Texas Private Equity Summit agenda is designed in collaboration with regional, national and international Chief Investment Officers, Private Wealth Managers and GPs.

The topics discussed throughout the day provide you with the platform to reach your business development goals and take your strategy to the next level.

THANK YOU TO OUR 2018 SPEAKERS

Top thought leaders sharing their insights and experience.

Featured

TODD DITTMANN

Managing Director

Angelo, Gordon & Co.

KELLIE ZESCH WEIR

Portfolio Manager

Brown Advisory

CHRISTOPER ZOOK

Chairman and Chief Investment Officer

CAZ Investments

CHRISTIE HAMILTON

Investment Director

Children's Health

JEFFREY BARROW

Regional Director, Sr. Consultant

DiMeo Schneider

ROBBEY ROCKEY

Sr. Vice President

Fleur de Lis Energy, LLC

CHRISTOPHER J. DONOVAN

Partner

Foley & Lardner LLP

MARSHALL GANDY

Senior Officer and Associate Regional Director - Office of Compliance Inspections and Examinations

Fort Worth Regional Office, United States Securities and Exchange Commission

JONATHAN LACK

Director of Special Projects

Galapagos Partners

NORMAN NABHAN

Managing Director, Institutional Consulting Director

Graystone Consulting

KRISSA PUCKETT

Sr. Vice President, Business and Private Banking

Green Bank

JONATHAN W. NEEDLE

Chief Legal Officer

Houston Firefighters' Relief & Retirement Fund

LAWRENCE POWELL

Chief Investment Officer, Institutional Allocator

LP Institutional, Inc

ROSS WILLMANN

Associate Vice President, Investments

Memorial Hermann Health System

DAVID STABLEIN

Investment Director

Mercer

JAMES MERTZ

Partner

Mertz Holdings

CLETE BREWER

Managing Partner

NewRoad Capital Partners

CHRIS GINSBACH

Vice President, Finance

The Moriah Group

GREG WILLETT

Chief Economist

RealPage, Inc.

SAM LISSNER

Vice President

Ridgewood

ANDREW BETZ

Investment Manager

Stafford Capital Partners

DENNIS MONTZ

Director of Private Investments, Sr. Vice President, Shareholder

Sentinel Trust

JIM KEE

President, Chief Economist

South Texas Money Management

CLAIRE CORMIER THIELKE

Adjunct Faculty

Stanford University

NEIL RANDALL

Managing Director, Private Equity

Teacher Retirement System of Texas

TAMARA POLEWIK

Principal Investments - Private Equity

The Teacher Retirement System of Texas

DAN PARKER

Deputy Chief Investment Officer

Texas Tech University

DAVID PAPELL

Chair, Department of Economics

University of Houston

HARLAN BEVERLY

Entrepreneurship & Innovation Lecturer

St Edwards University

PAT PACE

Sr. Director, Private Equity & Healthcare

UTIMCO

FOR INSTITUTIONAL INVESTOR SPEAKING OPPORTUNITIES, CONTACT:

Lindsay Serpa

E: lindsay@icsummits.com

T: (718) 502 9840

THANK YOU TO OUR 2018 SPONSORS

Local, Regional, National and International GPs as well as expert service providers from Legal, Accounting and Technology.

Angelo Gordon has been matching money with opportunity since 1988. They are a leading, privately-held alternative investment firm, managing approximately $28 billion across a broad range of credit and real estate strategies.  For nearly 30 years, they have been investing on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals. Angelo Gordon’s investment approach has consistently relied on disciplined portfolio construction backed by rigorous research and a strong focus on capital preservation. Entrepreneurial and opportunistic, they have grown by pursuing strategies that complement and build on core capabilities.  They have over 450 employees in offices across the U.S., Europe and Asia. Combining deep industry sector and market expertise with a collaborative, knowledge-sharing culture, Angelo Gordon seeks out investment opportunities that allow them to exploit inefficiencies in global credit and real estate markets.

CAZ Investments L.P. is an employee owned investment manager. The firm primarily provides services to pooled investments vehicles. It also caters to high net worth individuals and institutional clients. The firm also makes private equity investments in healthcare. The firm manages separate client-focused equity and balanced portfolios. It also launches and manages hedge funds for its clients. The firm invests in public equity and alternative markets. It invests in the stocks of large cap companies.

Clovis Point Capital is a Houston-based based private equity fund seeking buyout and growth equity investments in U.S.-based, lower middle-market companies. Founded in 2014, the fund considers investments across all industries, but focuses on low fixed cost, recurring revenue business models earning $500,000 to $3 million in EBITDA. Clovis Point focuses on building relationships. Their professionals invest time and energy into establishing trust and setting common goals with management teams. Driven by results, the fund looks to be creative when structuring investments so as to ensure there is an alignment of interest for all parties involved.

Corsair Capital LLC is a private equity firm specializing in investments in recapitalizations, growth capital, transformational capital, management buyouts, special situations, and distressed investing. The firm seeks to invest in the financial services industry with a focus on banks, insurance companies, credit card specialists, asset managers, financial institutions, wealth and asset management and private banks, mortgage lenders, payments and financial technology firms, banking and specialty finance, services, financial advisory firms and commercial and consumer finance companies. It seeks to invest globally with a focus on North America and Europe. The firm typically invests between $50 million and $100 million in its portfolio companies with an enterprise value between $100 million to $500 million. It also seeks to co-invest with strategic investors, limited partners, existing shareholders, or third party investors. Corsair Capital LLC was founded in 1992 and is based in New York, New York with an additional office in London, United Kingdom.

Foley & Lardner LLP looks beyond the law to focus on the constantly evolving demands facing clients and their industries. With over 1,100 lawyers in 24 offices across the United States, Mexico, Europe, and Asia, Foley approaches client service by first understanding clients’ priorities, objectives, and challenges. They work hard to understand clients’ issues and forge long-term relationships with them to help achieve successful outcomes and solve their legal issues through practical business advice and cutting-edge legal insight. They are trusted business advisors as they understand that great legal service is only valuable if it is relevant, practical and beneficial to their businesses. On April 1, 2018, Foley combined with Gardere, Wynne & Sewell LLP. Foley & Lardner LLP operates as “Foley Gardere” in Austin, Dallas, Denver, and Houston, and as “Foley Gardere Arena” in Mexico City through its subsidiary, Gardere, Arena y Asociados, S.C. All other offices operate as Foley & Lardner LLP.

NewRoad Capital Partners is a operator-focused, demand-driven venture capital firm located in Rogers, AR.  We invest like it was done in the early days of venture capital. Our approach is smaller fund, fewer companies, and high levels of collaboration between experienced operators and entrepreneurs. We understand the journey yields bumps and bruises – heck, we’ve had a few ourselves. But we’ve learned this journey is most fruitful when partnered with like-minded people that share an obsession with a given product or service. We love to bring together people fueled by an entrepreneurial spirit, innovative thinking, and a drive for success. We focus on demand first. We don’t just invest in an idea. We invest in proven and innovative technologies, products, and services that serve existing, unmet needs in the marketplace. It helps us sleep at night knowing that the companies we back are being pulled into the market, rather than enduring the uphill battle of trying to create demand. Sure we provide capital. But we also provide wisdom that comes from experience, strategic industry relationships, and operational expertise to propel companies with proven and quantifiable demand into their next stage of growth. We also believe that companies built on a strong purpose with deep rooted core values outperform those that lack an understanding of what makes them special and the definitive difference they want to make in the world. Our approach is simple: invest in companies with people worth investing in. Our purpose is clear: create value by connecting people and ideas to make a difference.

FOR SPONSORSHIP OPPORTUNITIES, CONTACT:

Paulina Naroznik

E: paulina@icsummits.com

T: (347) 915 7107

IN PARTNERSHIP WITH

GET YOUR TICKET

TICKETS NOW ON SALE!

TICKETS CONTACT:

Paulina Naroznik

E: paulina@icsummits.com

T: (347) 915 7107

Pre-registration is required for all attendees.

FAQS

HOW DO I SIGN UP?

Tickets are on sale here, or you can contact Paulina Naroznik for more information

HOW DO I BECOME A SPONSOR?

Contact Paulina Naroznik to find out about the remaining opening sponsorship packages - paulina@icsummits.com

ARE THERE NETWORKING OPPORTUNITIES?

The conference includes 4+ hours of blocked networking time, including an Opening Reception, Networking Luncheon and Cocktail Networking Reception!

WHAT'S THE DRESS CODE?

Business casual is recommended

LOCATION/VENUE

Marriott Marquis, 1777 Walker St, Houston, TX 77010

TEXAS