AIC Prog.SqPgs - Sponsors for Educational Opportunity

S E O T H I R D A N N U A LA LT E R N A T I V EI N V E S T M E N T SC O N F E R E N C EC R E A T I N GD I V E R S EO P P O R T U N I T I E Se d u c a t i o n + c a r e e r s + a c c e s s

Conference SponsorsPresentingPremierSIRISCapital Group, LLC®DiamondGold

e d u c a t i o n + c a r e e r s + a c c e s sS E OA N N U A LA LT E R N A T I V EI N V E S T M E N T SC O N F E R E N C EInterest in alternative investments has never been stronger, but the paths to opportunities in thisindustry are not always clearly marked. Sponsors for Educational Opportunity’s (SEO) AlternativeInvestments Conference promotes diversity by providing a day of education, access, and careerdevelopment for young and experienced professionals who are traditionally underrepresentedin the alternatives sector. The Conference features the insights of leaders from private equity,hedge funds, real estate, limited partners, fund of funds, emerging managers, and career placementfirms, while fostering valuable exposure and interaction for participants.The Conference is part of the SEO Alternative Investments program, which builds upon SEO’snearly 50-year history of providing talented and motivated young people from underserved andunderrepresented communities with access to educational and career opportunities. In 2009,SEO launched the Alternative Investments Fellowship Program (AIFP) with program partnersKohlberg Kravis Roberts & Co. and TPG Capital. The AIFP combines workshops, training, andmentoring to strengthen underrepresented young professionals as candidates for positions inprivate equity and other alternative investments sectors. The program also improves Fellows’skills as analysts by exploring strategic decisions involved in transactions from the client’s pointof view. Audax Group has also joined SEO to identify talent for their undergraduate summeranalyst program, providing another pathway for talented individuals to gain access to the industry.The SEO Alternative Investments program has grown with the critical guidance of the SEO LimitedPartner Advisory Council.Keynote SpeakersSonia E. GardnerPresident, ManagingPartner & Co-Founder,Avenue Capital GroupRaymond KannerManaging Director &Chief Investment Officer,IBM Retirement FundsLawrence M. SchlossDeputy Comptrollerfor Pensions & ChiefInvestment Officer,New York CityRetirement SystemsMarjorie TsangInterim ChiefInvestment Officer,New York StateCommon RetirementFundKelly M. WilliamsManaging Director& Global Head of theCustomized FundInvestment Group,Credit Suisse

PROGRAM AGENDA Friday, May 11, 20128:00a – 9:15a Leadership BreakfastLocation: Petit SalonSponsored by The Carlyle GroupWilliam A. GoodloePresident & CEO, SEOKelly M. WilliamsManaging Director & Global Head of the Customized Fund Investment Group, Credit SuisseMarjorie TsangInterim Chief Investment Officer, New York State Common Retirement FundIntroduced by Jessica Hoffman Brennan, Managing Director, The Carlyle Group9:15a - 10:00a Conference WelcomeLocation: Grand BallroomWilliam A. GoodloePresident & CEO, SEORaymond KannerManaging Director & Chief Investment Officer, IBM Retirement Funds10:00a - 10:50a Private Equity: Spotlight on the Secondary MarketLocation: Grand BallroomDriven by increased fundraising and market conditions, a significant amount of capital has been committed to dedicatedsecondary market funds from investors looking to increase and diversify their private equity exposure. The increasedactivity reflects the rapidly changing landscape of private equity, as sellers have entered the market with large portfolios.The fact that prices for existing private equity stakes have strengthened and that firms specializing in purchasing existingprivate equity stakes are flush with cash has helped make it a robust market. Panelists will discuss near-term markettrends, investment rationale, and opportunities to invest in secondaries as a sub-asset class.Sponsored by Private Equity Growth Capital CouncilModerator:Verdun S. Perry,* Managing Director & Global Co-Head, CS Strategic PartnersMarleen Groen, Principal Founder & CEO, Greenpark Capital Ltd.Barry M. Miller, Head of Private Equity, New York City Retirement SystemsChris Perriello, Partner, AlpInvest Partners, Inc.Philip Tsai, Managing Director, UBS Investment Bank11:00a - 11:50a Identifying, Securing and Managing your Anchor InvestorLocation: Grand BallroomCurrently, over 50% of investments in fund managers come from institutional public and private pension funds, with thebalance coming from endowments, foundations, insurance companies, banks, family offices and other entities who seekto have their funds externally managed. Gaining acceptance by these investors is paramount to starting, sustaining, andgrowing. However, the initial process of identifying, securing and managing a significant anchor investor requires atremendous amount of success in garnering attention, building relationships, and receiving an allocation. Investmentsprofessionals will discuss best practices as well as opportunities and challenges that arise through the process of attractingand managing an anchor investor. The discussion will also cover perspectives on: how to balance this priority whilegenerating attractive returns; building sufficient infrastructure and a cohesive team; raising sufficient capital; avoidingthe trauma of significant economic downturns; and fine tuning the right strategy.Sponsored by Siris Capital GroupModerator: Tyson Pratcher,* Assistant Comptroller, New York State Office of the State ComptrollerFrank A. Baker,* Managing Director, Siris Capital GroupJackie Brady, Managing Principal, Canopy Investment Advisors LLCDaphne Dufresne, Founding Partner & Managing Director, RLJ Equity PartnersJosé E. Feliciano, Partner & Co-Founder, Clearlake Capital Group* SEO Alumnus/Alumna