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2015 Permanent and Private Capital Summit

Agenda

3:00 PM - 3:30 PM

Registration

3:30 PM - 3:35 PM

Welcome Remarks

3:35 PM - 4:15 PM

So You Think You Want Permanent Capital? Options for Permanent Capital Vehicles
Allison Fumai, Partner, Dechert LLP
Richard Horowitz, Partner, Dechert LLP
John Key, Managing Director, UBS Investment Bank
Allen Laufenberg, Managing Directory, Keefe, Bruyette & Woods, A Stifel Company
James Lebovitz, Partner, Dechert LLP

4:15 PM - 4:55 PM

Financing a Permanent Capital Vehicle
Jay Alicandri, Partner, Dechert LLP
Patrick Frisch, CFA, Managing Director, ING Capital LLC
Kevin Sunday, Managing Director, Wells Fargo Securities
John Timperio, Partner, Dechert LLP

4:55 PM - 5:35 PM

Hot Topics: What Was New in Permanent Capital in 2014, and Why
Carlos Alvarez, Managing Director, Deutsche Bank
Thomas Friedmann, Partner, Dechert LLP
David Harris, Partner, Dechert LLP
Jon Waterman, CPA, Assurance Partner, McGladrey LLP
Ken Young, Partner, Dechert LLP

5:35 PM - 6:30 PM

Networking and Cocktails
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