CONFERENCE AGENDA 
 
4th Annual Global Private Equity Limited Partner Conference 2003 (New York): 
The Year in Review and Outlook for 2004-For Limited Partner and General Partner Investors

Limited Partners and Private Equity Investors with over $1 Trillion in Institutional Assets Discuss Recent Investments and Exits in Buyout, Distressed, Hedge, Mezzanine Debt, Real Estate, Venture Capital, Media, and Biotechnology Deals.   Limited Partners Offer Insights on Portfolio Management, Disclosure, Partnership Fund Raising and New Innovative Private Equity Fund Formations. This "Limited Partner-General Partner" two-day private equity conference and deal-fest will showcase 8 panels, consisting of world-class Private Equity Investors,  Limited Partners, Fund of Funds, and top industry experts, as they review and summarize private equity investing, and make their predictions for 2004 and beyond.  Seating is limited to 300 Alternative Asset Professionals. Advance Online Credit Card or Wire Registration Only, No At-Door Registration.


DATES:

October 16th &17th, 2003  (Metropolitan Club, New York City)
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BACKGROUND:

CLICK HERE For Detailed Background Info on Panelists


CLICK HERE For Attendee List
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SUPPORTED BY:
                           SigmaBleyzer
                  

  Wasserstein & Co.   W. P. Carey



IN SUPPORT OF:

 

 


INDUSTRY
PARTNERS:

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The Smile Train   
                                                                                                          
 United Nation's Global Compact _________________________________________________________________

        
wharton private equity alumni network     
          
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MEDIA PARTNERS:

  
 
          
 
 
    FT.com
 
Xinhua Financial Network AAMA TheSquare.com
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DAY 1 


7:30 - 8:00 AM


Thursday, October 16th, 2003
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Registration and Breakfast

 
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8:00 - 8:45 AM





Private Equity Investor Welcome           "Man of Steel"

             Wilbur L. Ross,  Jr., Chairman and CEO, WL Ross & Co. LLC,
                                             Chairman,
International Steel Group
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8:45 - 9:45 AM


Panel I  BUYOUT:  Large Cap and Middle Market Buy Out Investors Reveal Strategies          
             For Success Under Volatile Market Conditions And Describe Their Most Recent 
             Deals.
 

General Partners: 
           
Brian R. Hoesterey, Managing Director, AEA
      
 
   Xavier Moreno, Managing Partner and President, Astorg Partners
            Allan M. Holt, Managing Director, The Carlyle Group
            Todd M. Abbrecht, Managing Director, Thomas H. Lee Partners LP

            David M. Hooper, Managing Director, Vestar Capital Partners

Moderator         
 
          Paula Chester, Director USA, MVision Private Equity Advisors USA, LLC
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9:45 - 10:00 AM

Q&A 
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10:00 - 11:00 AM


Panel II  LIMITED PARTNERS:  Limited Partners Define & Describe Their Private Equity
              Programs,  Fund Commitment Decision Making, And Due Diligence Process.  LPs
              Comment On The Role Of Fund-Of-Funds Managers, Recent Disclosure Issues
              By Public Funds, Clawback Provisions, Fees & Carry, And Co-Investments.

Limited Partners:
   
Kelly M. Williams, Managing Director, Customized Fund Investment Group, CSFB Private Equity
   
Ivan A. Vercoutere, Partner, Private Equity, LGT Capital Partners AG
    Thomas J. Rest, Manager of Private Equity, New York State Teacher's Retirement System
    Shelley M. Zoler, Director,
TIAA-CREF
   
Al Bhatt, Director of Alternative Investments, SEI Investments
    
Peter J. Von Lehe, Deputy Head Private Equity Fund of Funds, Swiss RE Private Equity 

           
Moderator/Fund of Funds Limited Partner:    
    
Charles van Horne, Managing Director, Abbott Capital
  

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11:00 - 11:30 AM

Q&A         
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11:30  - 12:30 PM


Panel III  GLOBAL PRIVATE EQUITY: Global Private Equity Investing Success Stories.  Why
                Leading Buyout Players Are Investing In
 
Europe And Asia. 

General Partners:
            Thierry Timsit, Partner, Astorg Partners
            John-Paul Ho, Managing Partner, Crimson Investment
            Michael Bleyzer, President and Chief Executive Officer, SigmaBleyzer
           
Andy Yan, President/Executive Managing Director, Softbank Asia Infrastructure Fund

Limited Partners/Fund Of Funds:
            Urs Wietlisbach, Co-Founder, Head Markets,
Partners Group
           
Dr. Stefan Hepp, CEO, SCM Strategic Capital Management AG

Moderator:
           
Fredy Bush, Chief Executive Officer, Xinhua Financial Network
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12:30 PM- 12:45 PM

Q&A
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12:45 - 2:00 PM

Luncheon         Second Floor Dining Room of The Metropolitan Club        
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2:00 - 3:00 PM

 

 

 

 

 


Panel IV  FUND OF FUNDS:  Limited Partners Describe Their Allocation To Private Equity
               Funds And Provide Insights On Fund Raising.  Who Is Getting 
Funded And Why?
               
Limited Partners/Fund of Funds:
            Steven Costabile, Vice President, Head of Private Equity Funds, AIG
            Robert K. Fuchs, Vice President, Auda Group
            James Marley, Managing Director, HSBC
            
Michele G. Kinner, Managing Partner, Private Equity Fund of Funds, RBC Capital Partners

Moderator:
          
 P. Quinn Moss, Partner, Private Finance, Orrick, Herrington & Sutcliffe LLP
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3:00 - 3:30 PM
Q&A

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3:30 - 4:30 PM
Panel V  BIOTECHNOLOGY, HEALTH CARE, PHARMACEUTICAL, LIFE SCIENCES:  The   
              World's Leading Biotechnology, Health Care, Pharmaceuticals, Drug Delivery,
              Medical Device, And Life Science Investors Describe Their Investment Process And
              Analyze Deals And Recent Exits.
        
              
General Partners: 
  
          Dr. Srinivas Akkaraju, Principal, JP Morgan Partners
            M. Fazle Husain, Managing Director,
Morgan Stanley Venture Partners 
            Dr. Drew Schiff, Managing Director, Perseus-Soros Biopharmaceutical Fund

           
Jim Tullis, Founder and CEO,  Tullis-Dickerson

Moderator: 
     
Stephen M. Graham, Partner-in-Charge, Pacific Northwest Orrick, Herrington & Sutcliffe LLP
            
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4:30 - 4:45 PM

Q&A

             
 
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4:45 - 5:45 PM

Networking Reception - 
The Great Hall of The Metropolitan Club
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DAY 2 



7:30 - 8:15 AM


Friday, October 17th, 2003

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Breakfast & Networking     
 
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8:15 - 9:00 AM


Private Equity
Investor Keynote Speaker     "Eastern European Buyout"
           
      Michael Bleyzer, President and Chief Executive Officer, SigmaBleyzer     

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9:00-10:00 AM





Panel VI  MEDIA & COMMUNICATIONS/VENTURE CAPITAL:  Leading Investors Discuss

               Opportunities In High Growth Media Industry Segments, Including Broadcasting,
               Cable & Entertainment, Publishing, Information Services, Digital Rights, And
               Convergence.
  Venture Capitalist Discuss Rebound In Software,
               Telecommunications Infrastructure And Information Technology.

General Partners:
 
Michael Schulhof, President, Global Technology Investments
  David K.Wassong, Partner, Soros Private Equity Partners   
  Jeffrey T. Stevenson, Managing Partner, Co-Chief Executive Officer,
Veronis, Suhler, Stevenson 
  W. Townsend Ziebold, President, Wasserstein Ventures  

Moderator:
 
    
Julie G. Richardson, Managing Director,  Providence Equity Partners 

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10:00-10:15 AM

Q&A         
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10:15-11:15 AM





Panel VII   DISTRESSED INVESTING:  Winning Strategies For Restructuring, Turnaround
                  Management, Debt, Real Estate, And Valuation Of Distressed Assets.

General Partners:
          
Josh Steiner, Managing Principal, Quadrangle Group   
          
Thomas J. Steiglehner, Silver Point Capital
           Douglas M. Karp, Managing Partner, Thomas Weisel Private Capital LLC
           W. Sean Sovak, Chief Acquisitions Officer & Managing Director, W.P. Carey
  

Moderator:   
          
Lorraine S. McGowen,  Partner, Co-Head, Bankruptcy and Debt Restructuring
          
Orrick, Herrington & Sutcliffe LLP
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11:15-11:30 AM

Q&A         
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11:30-12:30 PM





Panel VIII  ALTERNATIVE ASSETS INDUSTRY FORECAST:  Billion Dollar Investors Analyze
                 The Year In Review And Make Their Forecasts For 2004 And Beyond:  Fund
                 Raising, Buyouts, Distressed, Exits, Media & Communications, Life Sciences, Real
                 Estate, And Venture Capital.


General Partners
                    
          Timothy Draper, Founder & Managing Director, Draper Fisher Jurvetson  
          Hugh R. Lamle, President,
 MD Sass Investor Services, Inc
         
Daniel R.Mintz, Founding Managing Director, Olympus Capital Holdings Asia
         
Limited Partners/Fund of Funds:
          Elliott Royce, Managing Director, Allianz Private Equity Partners
          Chih Tsung Lam, Executive Vice President, Government of Singapore Special Investment
        
 Stewart Hay, Investment Director, Standard Life Investments (Private Equity) Ltd

Moderator:
   
 
         James Hahn, CEO, Global Venture Network, Partner, Alpine Alternative Assets

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12:30 PM-12:45PM


Closing Remarks
    "Globalization of Private Equity Investing" 

Dr. Martin Haemmig, DBA, MBA, Adjunct Professor for Venture Capital & Entrepreneurship  
 
CeTIM – Center for Technology and Innovation Management, University BW in Munich, Germany
  and Rotterdam School of Management in the Netherlands
   
     
                                                 
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VENUE:






 



REGISTRATION:   

This Conference has reached MAXIMUM Seating capacity. There is no at-door registration, and no standing room permitted.


The Metropolitan Club 
1 East 60th Street (at Fifth Avenue)
New York, New York 10022
For directions, call:  212-277-8502

Metropolitan Club Dress Code
requires jacket and tie for men and no jeans are allowed.  Please note that the Metropolitan Club is a PRIVATE CLUB, and admission to the club is restricted to Registered Attendees of Global Private Equity Conference with valid name badges.  Please arrange to meet your guests who are not participants of the conference outside of the private club facilities.

Private Equity Board Meetings  are hosted simultaneously on-site.  If you are a limited partner investor of a private equity fund hosting a private on-site meeting, please advise us in advance.
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All Amounts Are in U.S. Dollars:

NO AT-DOOR REGISTRATION:   Every year this conference reaches maximum seating capacity and we are unable to accept any at-site registrations.  Seating is LIMITED, no standing room. 

Registration is not confirmed until payment is received and is dependent on available places.  Global Venture Network reserves the right to review registration and refuse admission. 


Cancellation Policy for 4th Annual Global Private Equity Conference 2003 (Oct. 16-17, 2003):
Cancellations received in writing by 5 PM (Eastern Standard Time) October 1, 2003 will be issued a refund less U.S. Dollar $250 administrative fee per registrant.  We regret refunds will not be issued after this date. There will be no exceptions to this policy for any reason.  Substitutions in writing may be made at any time up to 1 week before the day of the event. 
The organizer reserves the right to make any amendments that it deems to be in the interests of the conference and without any prior notice. Topic and speakers may be subject to change. In the event of a conference cancellation, Global Venture Network will refund your registration fee, but assumes no liability for non-refundable transportation costs, hotel accommodations, or additional costs incurred by registrants.   



BACKGROUND:


 


HOTELS:














ORGANIZER: 

 

 

 

 

SPONSOR LOGISTICS:

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CLICK HERE For Detailed Background Info on Panelists

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The following is a list of hotels in the vicinity of The Metropolitan Club:

The Pierre New York
Fifth Avenue at 61st Street
New York, New York 10021
Tel: 212-838-8000

The Plaza Hotel
768 Fifth Avenue (at Central Park South)
New York, New York 10019
Tel: 212-759-3000

The Four Seasons Hotel
57 East 57th Street
New York, New York 10022
Tel: 212-758-5700
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Global Venture Network

PO Box 735
Alpine, NJ 07620

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INFORMATION FOR OUR SPONSORS:

The following information is for sponsors of the "4th Annual Global Private Equity" conference in New York City. Sponsoring firms may send 350 copies of their 1-page descriptive insertions (8 1/2 inches by 11 inches) (one or two sided) (color or black & white) (flat or tri-fold) with the 3 hole punched already to the address below, no later than Friday, September 12th, 2003.

Exhibition material may be delivered after 3pm on Wednesday October 15th directly to The Metropolitan Club.  "Attention Doormen:  Delivery to Main Ball Room for Global Private Equity".   Several white-linen table draped six foot long tables will be available for your use in the open Main Foyer (double marble staircase), within equal distance of the grand ballroom delegates in the West Lounge (facing Fifth Avenue).  Sponsor table selection is first come basis.   Sponsors are responsible for T1 line access charges, clean-up, packaging and return delivery of their firm's marketing material to their place of origin.  Speakers delivering Power Point presentations must bring their own laptop computer and projector to ensure proper functionality.

The Metropolitan Club 
"Attn Doormen"
1 East 60th Street (at Fifth Avenue)
New York, New York 10022
For directions, call:  212-277-8502


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