William J Kelly, CAIA
"Amongst the very best events I have attended ... A must in 2025!"
NEXUS is an electrifying convergence of private equity’s most powerful leaders and influential capital allocators.
Connect with the investors and managers defining the future of private equity to debate the forces that impact how you invest.
Book now and save to be in the room where relationships are forged, investments are made, and deals get done.
Connect
Build relationships with the most influential investors and managers in private markets
Fuel future success
Establish key alliances and gain crucial intelligence that stimulates rapid growth
Gain actionable insights from top leaders in our industry
See the current agenda for a full picture of how the discussions and networking at NEXUS 2025 can fuel your future growth.
Specialist forums defining the future of private equity
An unrivaled speaker lineup
Investors
Unlock new avenues for growth and opportunities to increase private market returns.
Managers
Build new, and foster old, investor relationships and understand where capital will flow in 2025.
Solution Providers
Discover fresh business opportunities firsthand amidst a vibrant networking environment.
Registration questions
Anna Dorokhin
anna.d@pei.group
Sponsorship
inquiries
Jimmy Kurtovic
jimmy.k@pei.group
Speaking opportunities
Jenna Williams
jenna.w@pei.group
The NEXUS agenda is built to maximize networking time
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Agenda
Day 1 - Monday 10th
Welcome
08:00 - 08:50
Welcome Breakfast and Registration
08:00 - 08:50
Leaders in Private Equity: Women’s Breakfast
hosted by PEWIN
Institutional Limited Partners Council (Institutional LPs* only for the morning sessions)
08:50 - 09:00
Welcome from the forum Chair: Institutional Limited Partners Council
John Bowman
John Bowman, President, CAIA Association
09:00 - 09:50
Keynote Panel: Constructing and culling the portfolio 2026
Jon-Michael Consalvo,
Bei Saville, CFA, CAIA,
Mark Steed,
Lamar Taylor
Deep dive into how allocations in private assets investing are being considered and what it takes to build on team dynamics for strategic insights into liquidity planning, relative value assessments and portfolio monitoring. Further determine who stays and who goes.
Leaders:
Jon-Michael Consalvo, Chief Investment Officer, Carnegie Corporation of New York
Bei Saville, Chief Investment Officer, Advance Treasury and Fingerboard Family Office
Mark Steed, Chief Investment Officer, Arizona Public Safety Personnel Retirement System
Lamar Taylor, Chief Investment Officer, Florida State Board of Administration
09:50 - 10:05
Networking and coffee break
10:05 - 10:45
The negotiation table - playing by LP rules
Steven Richman,
Peter Keehn,
Ya Tung
How satisfied are LPs with the level of urgency that GPs are placing on generating liquidity? Learn how our executives secure more transparency, unique fund structures and favorable terms.
Moderator:
Steven Richman, Partner, Seyfarth
Leaders:
Peter Keehn, Senior Managing Director, Private & Alternative Assets, Allstate Investments
Ya Tung, Chief Investment Officer, The Jefferies Family Office
10:45 - 11:30
Executive Strategy Assessment: Excelling at Performance
Samantha Davidson,
Matthew Liposky,
Arthur Salzer,
Robert "Vince" Smith
Picking the ‘next big thing’ is critical to the success of the portfolio, but discovery, access and due diligence are tricky. Learn from the successes of our top-scoring leaders on what to look out and listen for when connecting with the best partners. Create a roadmap to insight, access, and top scores on benchmarking and reporting, particularly as we assess emerging managers and the next great small buyout manager.
Panelists:
Samantha Davidson, President & Head of Global Investing, Cambridge Associates
Matthew Liposky, Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management
Arthur Salzer, Chief Executive Officer and Chief Investment Officer, Northland Wealth Management
Robert “Vince” Smith, Deputy State Investment Officer& Chief Investment Officer, New Mexico State Investment Council
Emerging Managers Forum (Qualified Emerging Managers* only for the morning sessions)
08:50 - 09:00
Welcome from the forum Chair
Kelly DePonte
Kelly DePonte, Managing Director, Kelly DePonte Advisory LLC
09:00 - 09:30
Strategy session: Pitch to handshake - maximizing your differentiator
Hollie Haynes
with Hollie Moore Haynes, Founder and Managing Partner, Luminate Capital
09:30 - 10:00
Case Study: Winning LP Trust: Creating momentum and managing expectations from Fund I to Fund IV
Hollie Haynes,
Cris Conner
10:00 - 10:15
Networking and coffee break
10:15 - 11:00
Leadership panel: Value creation for portfolio company growth and profitability — Operational Approaches
Vince Cuticello,
Alok Singh,
Jene Elzie
How do fund managers use operational expertise to generate superior returns beyond financing? How do fund managers differentiate themselves in the ways in which they deliver their expertise?
Leaders:
Vince Cuticello, Chief Administrative Officer, General Counsel and Chief Compliance Officer, Invidia
Alok Singh, Chief Executive Officer, Chief Investment Officer, and Co-Founder, Bridge Growth Partners
Jené Elzie, Managing Director, Dunes Point Capital
11:00 - 11:30
Keynote Cross Conversation: Five Major tips to raising a debut fund
John Bailey
Leaders:
John Bailey, Managing Partner, Knox Lane
Leigh Sansone, Founding Partner and Chief Investment Officer, Paceline Equity Partner
Private Wealth in Private Equity Forum (Open to all)
08:50 - 09:00
Welcome from the forum Chair
Madeleine Farman, Senior Reporter, Private Equity International and Secondaries Investor
09:00 - 09:30
Keynote: Why private equity, why now?
09:30 - 10:00
Keynote Fireside Chat: The impact of private equity on the RIA and independent wealth channel
Scott Hanson
Leader:
Scott Hanson, Co-Founder and Vice Chair, Allworth Financial
10:00 - 10:15
Networking and coffee break
10:15 - 11:00
Panel: The $80trn opportunity – How GPs are approaching the wealth channel and addressing the problem of liquidity
How GPs are approaching the wealth channel and addressing the problem of liquidity?
Peter Aliprantis, Partner and Head of Private Wealth Management, Americas, EQT
11:00 - 11:30
Case Study: Redefining private wealth management - Accelerating alternative distributions through digital technology
Accelerate alternative distributions through the wealth management ecosystem by focusing on the tech that helps RIAs build and streamline the portfolio.
11:30 - 12:10
Panel – Outlook of the debt market
Where private equity vehicles may still be lacking liquidity, the mechanisms inherent in private debt vehicles are a natural fit for private wealth clients. As retail clients gain exposure to private credit, understand the nuances of private credit investing and which private credit funds are smartly structured as we assess the outlook for the debt market following years of tailwinds and meteoric growth.
Panelists:
Kristin Reynolds, Partner, Practice Group Director, NEPC
Lunch
11:30 - 13:00
The Future of PE Lunch
Meet the next generation of private equity leaders, recognized by PEI, as LPs connect with the Emerging Managers that match sector and strategy preferences for their portfolio needs.
12:10 - 13:10
Private Wealth Forum Lunch
Time for RIA’s to engage with the partners who can offer private wealth investors a strategy that aligns with needs, risk profile and return expectations.
Emerging Managers Forum | Institutional LPs + Qualified Emerging Managers only
13:00 - 13:30
Cross Conversation: The competitive advantage - building a diversified emerging manager program
Dana Johns,
Sherrese Clarke Soares
Learn how to unlock alpha by forming a diverse manager program that can identify early- stage funds with strong potential and accelerate their growth through strong partnerships.
Leaders:
Dana Johns, Head of Private Equity, The New Jersey Department of the Treasury’s Division of Investment
Sherrese Clarke Soares, Founder & Chief Executive Officer, HarbourView Equity Partners
13:30 - 14:15
EM Panel: The long-term game: countering tough fundraising for LP trust
Rowena Carreon,
Elizabeth Weymouth,
Rishi Chandna,
Brooke Coburn
Dissect the best strategies for demonstrating transparency and long-term partnership potential. Discover how to approach building a track record on a deal by deal basis, utilizing seeded primaries, engaging the fund-less sponsor route and drafting the economics around these partnerships
Moderator:
Rowena Carreon, Head of Investment Advisory Solutions, Addepar
Panelists:
Elizabeth Weymouth, Founder and Managing Partner, Grafine Partners
Rishi Chandna, Managing Partner, Lone View Capital
Brooke Coburn, Co-Founder and Partner, Capitol Meridian Partners
14:15 - 15:00
LP panel: Reviewing the business convergence case – partnering on fund terms and co-investments
Kevin Killeavy,
Caroline Dallas,
Jonathan Lesser,
Mike Fang
Panelists:
Kevin Killeavy, Chief Investment Officer, Montgomery County Employee Retirement Plans
Caroline Dallas, Investment Sourcing Director, GEM
Jonathan Lesser, Senior Investment Officer, NYC Comptroller’s Office
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
Kevin Killeavy
Chief Investment Officer, Montgomery County Employee Retirement Plans (MCERP)
Read bio
Private Wealth in Private Equity Forum | Open to all
13:15 - 13:45
RIA Cross Conversation: Outperforming on risk adjusted returns in the alternatives market
Jack Ablin,
Kevin Moran
13:45 - 14:30
Leadership panel: A strong framework for incorporating private equity into a HNWI’s portfolio
Robert Picard,
Heather Jablow,
Cameron Dawson,
Michael Zeuner
How customized funds can better align with HNWI’s risk-return profiles and liquidity preferences.
Leaders:
Robert Picard, Managing Director, Hightower
Heather Jablow, Head of Private Client Practice, North America, Cambridge Associates
Cameron Dawson, Chief Investment Officer, NewEdge Wealth
Michael Zeuner, Managing Partner, WE Family Office
14:30 - 15:00
Strategy deep dive – Beating the J Curve: the opportunity in secondaries
Diversification, money in the ground…lower risk…the secondaries market is gaining traction and attention within non-institutional capital pools. Is the wealth channel ready for secondaries and How can GPs best prepare for increasing compliance requirements?
NEXUS Grand Opening | The Valencia Lawn
15:15 - 15:30
PEI Center Stage: Opening Remarks from PEI’s Editors
15:30 - 15:35
Chairman’s Opening Remarks
by Weil, Gotshal & Manges LLP
15:35 - 16:05
Cross Conversation: Mega forces that can reshape the world
16:35 - 17:15
Keynote Fireside Chat
Stephen M. Ross
with Stephen Ross, Founder and Chairman, Related Companies
17:15 - 17:45
Fireside Chat
17:45 - 18:15
Cross Conversation: Skin in the game – sports investing as the new frontier
Ian Charles
Hear from the industry titans about how the rise in private equity interest across multiple sports verticals is reinforced by a transforming business model that includes IP, streaming, sports betting, sponsorship.
Leader:
Ian Charles, Managing Partner, Arctos Partners
19:35 - 21:35
LP Dinner (invitation only)
19:35 - 21:35
Secondaries Dinner (invitation only)
19:35 - 21:35
Networking Bar (open to all)
Agenda
Day 2 - Tuesday 11th
Registration and breakfast
07:30 - 08:05
Open Registration and breakfast
Plenary
08:05 - 08:10
Chairperson’s opening remarks
08:25 - 09:20
Executive Investors Panel: The five-year outlook of the most significant themes impacting allocations
Jennifer Choi,
Yup Kim
PEI Group’s Research Director will dissect how the current challenges in private equity – including the cost and availability of debt, dislocation in asset prices are impacting investors allocation decisions, drawing on the findings of PEI Group’s annual LP survey and followed by a panel of executive investors who will add their insight to the findings.
Moderator:
Jennifer Choi, Chief Executive Officer, Institutional Limited Partners Association (ILPA)
Panelists:
Yup Kim, Chief Investment Officer, Texas Municipal Retirement System
09:05 - 09:35
Keynote Fireside Chat: Driving meaningful change - impactful strategies for capital raising and commercial growth
Suzanne Donohoe
Leader:
Suzanne Donohoe, Chief Commercial Officer and Global Head of EQT-Ext (CXO), EQT
09:35 - 10:05
Keynote Fireside Chat
Orlando Bravo
with Orlando Bravo, Founder and Managing Partner, Thoma Bravo
10:05 - 10:55
GP Leaders Panel: Executive insights into the future trends of private equity
Hugh MacArthur,
Jon Sokoloff
Determine consensus on the U.S. economy and the market outlook with our top GP executives. Discussed are the main risks to the forecast and any signals that might not yet be showing up in national aggregates. Determine how our leaders are adjusting their approaches to evaluating new investment ideas against such a macro backdrop and which strategies are best suited for this environment.
Moderator:
Hugh MacArthur, Senior Partner and Chairman of the Global Private Equity Practice, Bain & Company
Panelists:
Jonathan Sokoloff, Managing Partner, Leonard Green & Partners
Collin Roche, Co-Chief Executive Officer, GTCR
Adam Vigna, Co-Founder, Managing Partner and Chief Investment Officer, Sagard Holdings
10:55 - 11:25
Networking break and refreshments
11:25 - 11:55
Keynote Fireside Chat: Evolution of alts and “tectonic shifts” shaping the private markets
Jon Winkelried
Leader:
Jon Winkelried, Chief Executive Officer, TPG
11:55 - 12:25
Fireside Chat: Secondaries - The roadmap to $1 trillion
Yann Robard
Secondaries market veteran to discuss what needs to happen for higher turnover of secondhand private markets exposure and assets, as well as the great valuation conundrum.
Leader:
Yann Robard, Managing Partner, Dawson Partners
12:25 - 12:55
Keynote Fireside Chat
Bill Ford
with Bill Ford, Chairman and Chief Executive Officer, General Atlantic
12:55 - 13:55
Networking Lunch
12:55 - 13:55
Leaders in Private Equity Women’s Lunch
13:55 - 14:40
LP Leaders Panel: The private equity portfolio design work - delivering the highest level of return for the given risk
Bill Kelly,
Jim Pittman,
Allen Waldrop,
Robert Mellema
Measure where private equity compares within the diversification strategy and explore opportunities to generate strong portfolio returns. Learn best practices for developing resiliency, mitigating exposure to loss, and testing investment concepts that bridge asset returns and investment values
Moderator:
Bill Kelly, Chief Executive Officer, CAIA
Panelists:
Jim Pittman, Executive Vice President, Global Head, Private Equity, British Columbia Investment Management Corp
Allen Waldrop, Director of Private Equity, Alaska Permanent Fund Corporation
Robert Mellema, Managing Director, CPP Investment
Jim Pittman
Executive Vice President & Global Head, Private Equity, British Columbia Investment Management Corp.
Read bio
14:40 - 15:10
Fireside Chat
Tricia Glynn
with Tricia Glynn, Managing Partner, Advent International
15:10 - 15:15
Mega-themes in Private Equity
Lawrence Aragon
Chaired by:
Lawrence Aragon, Editor of Venture Capital Journal and West Coast Bureau Chief, PEI Group
15:15 - 15:45
Cross Conversation
Isabelle Scemama
with Isabelle Scemama, Global Head, AXA IM Alts
&
Mark Hargraves, Head of International Equities and Private Equity, AustralianSupe
15:45 - 16:30
Panel: Key trends shaping the future of private debt and flexible capital solutions
David Miller,
Dane Graham
Through increased private equity activity and difficulty in accessing traditional forms of capital, assess how LPs and GPs need to evolve in today’s economy and which flexible capital solutions are emerging. Further explore the private debt landscape that is shaping our investment decisions and what role will NAV loans play as a mechanism for liquidity?
Panelists:
David Miller, Head of Global Private Credit & Equity, Morgan Stanley
Dane Graham, Partner, 17Capital
16:30 - 16:50
Networking break and refreshments
16:50 - 17:35
Panel: At the forefront of co-investments
Robert Blaustein,
Chris Eckerman,
Gregory Schmitt,
Kyongdo Min
How should GPs innovate in the co-investment space to secure capital, while optimizing returns and attenuating fees for their LPs? Further assess the deal volume and the trend of shifting towards smaller deals to ensure diversification vs. co-investments for larger transactions.
Moderator:
Robert Blaustein, Partner, Investment Funds Practice Group, Kirkland & Ellis LLP
Panelists:
Chris Eckerman, Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Gregory Schmitt, Head of Private Equity & Co Investments, MEAG MUNICH ERGO
Kyongdo Min, Senior Portfolio Manager, Maryland State Retirement and Pension System
Chris Eckerman
Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Read bio
17:35 - 18:00
Case Study: Enhancing operating models to innovate, value create and fuel top line growth
Determining LP needs and improving transparency by driving powerful operations, maximizing capital efficiencies and growing the portfolio organically (Add-ons considered).
Secondaries Innovation | Chaired by: Adam Le, Senior Editor, EMEA, Private Equity International & Secondaries Investor
15:15 - 16:00
Panel: The future of GP-led secondaries
Mark Boyagi,
Rob Campbell
Where will the capital come from to grow this important market and how have GP led continuation funds performed so far. How should buyers position themselves to find lead buyer and will new entrants carve out a new way of reviewing GP-led opportunities to remain competitive? How much opportunity is there in the middle market for GP-led opportunities?
Panelists:
Mark Boyagi, Partner, Investment Funds Group, Kirkland & Ellis LLP
Rob Campbell, Head of North America, ICG Strategic Equity
16:00 - 16:30
Keynote Fireside Chat: Getting ahead of the next wave of opportunit
Credited with pioneering and developing the multi-billion-dollar market through a number of innovative firsts, learn what’s in store for the secondaries market as we usher in a new wave of opportunities over the next decade
16:30 - 16:50
Networking break and refreshments
16:50 - 17:25
Panel: The New Frontier - Growth and innovation in the GP-led market
Paul Sanabria
Overall, 2024 saw more of the same with a depressed “deal economy”, resulting in liquidity pressures for both GPs and LPs alike. Acting as a pressure release valve for the sponsor-based capital markets and setting reaching record levels in 2024, how will the CV market adapt and grow in 2025? Will traditional exit activity accelerate with lower interest rates and a more business-friendly administration, and will this lessen the importance of CVs? Will co-investment strategies merge with CV strategies going forward? Can GP-led secondaries continue to grow and innovate at the same pace as seen over the last decade, achieving approximately 45% of secondary transaction volume for the last four years?
Panelists:
Paul Sanabria, Senior Managing Director and Global Co-Head of Secondaries, Manulife Investment Management
Wilfred Small, Senior Managing Director, Ardian
Paul Sanabria
Senior Managing Director & Global Co-Head of Secondaries, Manulife Investment Management
Read bio
17:25 - 18:10
Panel: Deal dynamics from an LP perspective
How can an LP differentiate themselves among a sea of syndicate investors in either LP-led or GP-led deals? How can they provide more intelligent capital, stand out as a long-term partner and negotiate better terms. We also assess if programmatic sales are the future and how strategic LPs can achieve best pricing for portfolios – what should they keep in mind when considering bringing a portfolio to market?
Moderator:
Andrew Gershon, Partner, Debevoise & Plimpton
Panelists:
Zach Jackson, Partner, Queensland Investment Corporation
High Growth Sectors | Chaired by: MK Flynn, Editor and Chief, PE HUB
15:15 - 16:00
Panel: The dealmaking sweet spot – Life in the middle market
Beatrice Mitchell,
Xavier Robert
As we assess the middle market and lower middle market, deep dive into where to find the most compelling returns and flexibility in exit plans, sale drivers, and sectors ripe for dealmaking.
Moderator:
Beatrice Mitchell, Co-Founder & Managing Director, Sperry, Mitchell and Company
Panelists:
Xavier Robert, Partner and Chief Investment Officer, Bridgepoint
16:00 - 16:30
Case Study: The biggest opportunities in consumer-oriented health
With expanding powers from the US health department, as well as patient scrutiny, learn about the current landscape for healthcare investing and appetite for distressed healthcare businesses.
16:30 - 16:50
Networking break and refreshments
16:50 - 17:25
Panel: Supercharging AI as a high value driver in the portfolio
Rudina Seseri,
Carmen James
Explore the current climate for tech deals and the role private equity plays in identifying and building the most advanced tech portfolio. We’ll also find out this leader’s process for a top-down analysis of structural growth drivers in promising technologies such as cybersecurity and GenAI.
Panelists:
Rudina Seseri, Founder and Managing Partner, Glasswing Ventures
Carmen James, Chief Strategy & CDO, Liquidity Partners
17:25 - 18:10
Panel: Deep dive into private equity’s role in the energy transition
Neil McMahon,
Petya Nikolova,
Jan Stahlberg
Asset owners are under pressure to position their portfolios for the energy transition and capture upside from arguably the largest economic shift since the industrial revolution. Which strategies are positioned to drive real change in the face of uncertainty, risk and regulatory changes.
Dr. Neil McMahon, Co-Founder and Managing Partner, Kimmeridge Energy Management Co. LLC
Peyta Nikolova, Deputy CIO and Head of Infrastructure, New York City Bureau of Asset Management
Jan Stahlberg, Founder & Managing Partner, Trill Impact
Plenary
18:20 - 18:50
Closing Keynote
18:50 - 19:50
Networking Bar
Agenda
Day 3 - Wednesday 12th
Welcome
08:00 - 08:55
Breakfast and Networking
08:00 - 08:55
LP-only breakfast hosted by ILPA
Jennifer Choi
Roundtable discussion focusing on the latest trends facing global LPs. Share your experiences and hear from the community.
Jennifer Choi, Chief Executive Officer, Institutional Limited Partners Association (ILPA)
08:00 - 08:55
GP Roundtables: Exit Strategies in Today's Challenging Environment
- Selling to strategic buyers
- Selling to other PE firms
- Continuation fund or reinvesting
- Going public
Plenary
08:55 - 09:00
Chairperson’s opening remarks
09:00 - 09:35
Cross Conversation: The vanguard of value creation - engaging employees as owners
Pete Stavros,
Daniel Goldstein
The model of equity compensation as a means for sharing wealth with workers, is on the rise. These powerful changemakers provide their perspectives on how to successfully implement ESOPS into your portfolio strategy for increased fund performance.
Leaders:
Pete Stavros, Co-head of Global Private Equity, KKR
Daniel Goldstein, Chief Executive Officer, Go ESOP LLC
09:35 - 10:10
Opening Keynote Cross Conversation
Chip Kaye
with Chip Kaye, Chief Executive Officer, Warburg Pincus
10:10 - 10:45
Keynote Fireside Chat
Raymond Svider
with Raymond Svider, Chairman, BC Partners
10:45 - 11:30
Investor panel: Delivering true alpha across the globe
Peter Stensgaard Mørch,
Stefan Fallgren
Can institutions still expand far beyond their borders, or is the era of globalization over – and what does that mean for investment strategies?
Leaders:
Peter Stensgaard Mørch, Chief Executive Officer, PensionDanmark
Alice Mew, Director, External Investments & Partnerships, NZ Super Fund
Stefan Fallgren, Head of Private Equity and Infrastructure, Skandia Mutual Life Insurance Company
11:30 - 12:00
Fireside Chat: Emerging powerhouses – Investing in the Asia opportunity
As interest in China wanes, how should investors be getting more granular opportunities across Asia, particularly with India? How does India stack up against the other Asian growth powerhouses; Indonesia and strong developed markets such as Japan?
Lunch and networking activities
12:00 - 15:00
Culinary Experience with a world-class Chef
12:00 - 15:00
Partnerships & Pickleball Match
12:00 - 17:00
Golf: The Annual NEXUS Cup
Connect in the right place, at the right time, with the right people
Among the energized crowd of private equity’s most powerful leaders, you will embark on a personalized journey at NEXUS to maximize your time and effort. Just tell us who you want to meet and we’ll take care of the rest!
The extensive networking program will help you cultivate relationships that drive results for your business and extend far beyond the 3 days in Orlando.
The list of confirmed attendees is growing every day. Download the attendee list to see who you can meet.
“The greatest benefit for me is the networking and the opportunities that you can get involved in. It’s all about the people that you meet here.”
Winston Hubbard, ZSP Capital Group
Let us connect you
The NEXUS networking team will connect you to who you want to meet. Tell us who, when and where and we’ll do the matchmaking! Learn more about our meeting service.
Monday, March 10
Institutional Limited Partners Council
9-11:30am
Exclusively for institutional LPs, meet with peers to discuss strategy, develop best practice negotiation and more – all in safe space away from prying eyes!
Emerging Managers Forum
9am-3:15pm
Connecting LPs to rising funds, the Forum is exclusive to emerging managers in the morning on day 1. It’s the best place to hear from experts on how to fine-tune investor relations while enhancing your story.
Private Wealth Forum
9am-3:15pm
Dissect the $80 trillion private wealth opportunity for private equity from every angle.
The Future of Private Equity Lunch
11:30am-1pm
Sit down for lunch with leading institutional investors, top performing emerging managers, award winners from Private Equity International’s publications and influential VIPs in private markets to discuss what’s to come in Private Equity.
Institutional Limited Partners Council
9-11:30
Exclusively for institutional LPs, meet with peers to discuss strategy, develop best practice negotiation and more – all in safe space away from prying eyes!
Revenue Growth
- The future of sales: virtual sales best practices and the impact of virtual workforces
- Uncovering the most important GTM levers
- Leveraging customer success initiatives for growth
- Uncovering revenue growth stories and early warning signs with operating partners
- Developing a successful ecommerce strategy in an increasingly digital world
Human Capital
- Human capital operating partners think tank: a one hour value creation war room led by and exclusively for operating partners
- Big data & workforce analytics
- What will the future role of the human capital operating partner look like?
- Talent acquisition, development, and assessment best practices in the post-COVID world
- Integrating culture for success
- Accelerating management team performance post transaction
- The future of human capital and virtual workforces: what lies ahead
Technology
- Digital and technology operating partners think tank: a one hour value creation war room led by and exclusively for operating partners
- Digital transformations: how things will change
- Dissecting cost structures and customer interaction via technology
- Advanced data science to govern the business throughout the investment life-cycle
- Leveraging artificial intelligence and machine learning for value creation
- Cybersecurity in the modern age: dos and don’ts
Supply Chain & Procurement
- Navigating supply chain disruptions and post-COVID best practices
- Impact of technologies and today’s fast paced e-commerce on your supply chain
- Supply chain cost optimization: individual company vs. cross-portfolio programs
- Procurement transformations in the first 100 days
Finance
- Add-on acquisition readiness: adding value through the finance function
- How can PE best support portco CFOs?
- Transforming finance from a cost-center into a value-creation engine
- Identifying, attracting, and recruiting top CFO talent
- Enabling a data-driven CFO
Our esteemed speaker lineup
NEXUS builds its speaker roster from the brightest minds in private equity.
For any agenda inquiries please contact the program director, Jenna Williams at jenna.w@pei.group.
Vince Cuticello
Chief Administrative Officer (“CAO”), General Counsel, and Chief Compliance Officer, Invidia
Chris Eckerman
Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Matthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Petya Nikolova
Deputy CIO and Head of Infrastructure Investments, New York City Comptroller's Office
Jim Pittman
Executive Vice President & Global Head, Private Equity, British Columbia Investment Management Corp.
Paul Sanabria
Senior Managing Director & Global Co-Head of Secondaries, Manulife Investment Management
Robert "Vince" Smith
Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council
Get a taste of the NEXUS difference
Orlando Bravo & MK Flynn keynote discussion
Orlando Bravo, co-founder and managing partner of Thoma Bravo, joined PEI Group’s MK Flynn on the NEXUS 2024 main stage.
Orlando revealed that Thoma Bravo had one of its best years for realizations in 2023, handing more than $13 billion back to investors. He noted that the firm’s largest exits were to strategic buyers. You can watch their session on demand by clicking the image on the right.
David Mussafer with Madeleine Farman
Advent International’s chairman and managing partner, David Mussafer, sat down with PEI Group’s Madeleine Farman for a wide-ranging chat on the final day of NEXUS 2024.
They cover Advent’s approach to deal-making over the last 12-18 months, the firm’s dialogue with LPs in the current environment and Mussafer’s wider predictions for investments and exits in 2024.
Jon Gray & Richard Melville PEI Group’s Editorial Director
Jon Gray graced the NEXUS 2024 stage in Orlando to share how Blackstone stays on top of the fast moving industry.
Watch the entire interview on-demand for a thrilling glimpse into the mind of a true private equity trailblazer.
Deep connections. Unique insight. Boundless opportunities.
NEXUS is built for investors. The Summit will provide you with the connections and knowledge to make more-informed, future-focused decisions.
Join NEXUS to:
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Exchange your expertise with peers in off-the-record, investor-only sessions
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Uncover high-quality opportunities by networking with the most influential attendee list at any private markets event
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Craft a sophisticated portfolio roadmap by hearing from leaders investing across a diversified mix of PE strategies
Qualified investors are eligible for complimentary attendance at NEXUS 2025.
Apply for a complimentary pass
Institutional
Join investor-only sessions and networking activities for frank discussions with your peers on strategies delivering results.
Family Office
Build relationships with partners that can play a role in a sophisticated private markets portfolio.
Private Wealth + RIA
Meet the trailblazers of private equity and build a deeper foundation of trust with top-tier fund managers.
Hear from the minds shaping the future
Dubbed “Wall Street’s best dealmaker” by Forbes and “Private equity’s king of SaaS” by the Financial Times, we welcome Orlando Bravo back to the NEXUS mainstage in 2025.
You can watch Orlando’s NEXUS 2024 keynote session on-demand.
Join your peers and add your name to the list of decision-makers responsible for more than $11 trillion
The NEXUS agenda is built for you
Hear from investor peers and managers – both established and emerging – to determine the which strategies fit your objectives.
Specialist forums defining the future of private equity
Determine how private equity fits in your portfolio
NEXUS 2025 puts your needs first. Strengthen portfolio resilience through extensive networking experiences and a top tier learning program.
Join NEXUS to:
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Swap notes with peers in off-the-record, investor-only sessions
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Discover emerging fund managers that can deliver outsized returns
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Connect with industry titans leading the most influential firms in private markets
Qualified investors are eligible for complimentary attendance, apply now.
Connect
Our networking service connects you with the right people at the right time in the right place
Understand
Join peer-to-peer discussions and exchange expertise to uncover high-quality investment opportunities
Deploy
Leave NEXUS with strategies and connections that can accelerate growth in your private markets portfolio
Discover the next rockstar fund manager
Turbocharge your portfolio by discovering the next fund that can deliver outsized gains for your institution.
Peer-to-peer strategizing
Join investor-only sessions and networking activities for frank discussions on which strategies your peers are pursuing, which managers and suppliers are worth working with or avoiding, and create a tailored meeting plan aligned to your priorities.
“Great sessions, amazing panelists and cutting edge topics.”
Chetan Mallikarjunaiah, RBC
Limited Partners council
Exclusively for LPs, the peer-to-peer Investor Council will comprise strategy-building sessions that deep dive into contract negotiation tactics, gaining transparency, and re-analyzing portfolio construction/due diligence approaches to partnerships.
“Amongst the very best events I have attended during my decade at CAIA. A must in 2025!”
William J Kelly, CAIA
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best peers and managers for you to schedule meetings with. Our on-site networking team will also be available to make introductions.
Highlights from 2024
Agenda at a glance
Protect and grow multi-generational wealth
NEXUS puts your needs first. Connect with an elite group of peers and managers to determine the best path forward for your private markets portfolio.
Join NEXUS to:
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Make valuable connections with the right people, at the right time
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Benchmark against your peers to identify the best strategy for your portfolio
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Connect with powerful managers shaping the future of the asset class
Qualified family offices are eligible for complimentary attendance, apply now
Connect
Our networking service connects you with the right people at the right time in the right place.
Understand
Join peer-to-peer discussions and exchange expertise to uncover high-quality investment opportunities.
Deploy
Leave NEXUS with connections that can play a key role in a sophisticated private markets portfolio
Specialist forums defining the future of private equity
Limited Partners council
Exclusively for LPs, the peer-to-peer Investor Council will comprise strategy-building sessions that deep dive into contract negotiation tactics, gaining transparency, and re-analyzing portfolio construction/due diligence approaches to partnerships.
“Great sessions, amazing panelists and cutting edge topics.”
Chetan Mallikarjunaiah, RBC
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best peers and managers for you to schedule meetings with. Our on-site networking team will also be available to make introductions.
Highlights from 2024
Agenda at a glance
Deliver outsized returns for your clients
NEXUS is tailored to meet you and your clients’ needs. The Summit will connect you with the managers, platforms, and information so you can build a more-informed private markets strategy that turbocharges returns.
Join NEXUS to:
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Connect with the most powerful private equity managers building platforms for you
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Benchmark your firm against your peers to determine the best fit for PE in your portfolio
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Shape the conversation to ensure that your evolving needs continue to be met
Qualified RIAs and private wealth managers are eligible for complimentary access.
Connect
Meet major fund managers building platforms dedicated to the needs of RIAs and private wealth managers.
Understand
Examine the fund structures and platforms private equity firms are building that align with your client’s needs.
Deploy
Participate in peer discussion to plan how to successfully incorporate private equity and benchmark your practice.
Private Wealth Forum
As capital allocated from Family Offices and HNWIs to private equity strategies continues to increase, meet the major managers that are building platforms dedicated to the needs of RIAs with discretionary access to private equity and private credit.
Agenda at a glance
Get the full agenda.
“I made many incredibly valuable connections with fellow attendees that are highly relevant for me and my company.”
Joachim Bader, CFGI
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best peers and managers for you to schedule meetings with. Our on-site networking team will also be available to make introductions.
Highlights from 2024
Take your firm higher
NEXUS will connect the most influential investors in private markets with fund managers driving the asset class to new heights.
Through a networking and content program that can be tailored exactly to your needs, the Summit is your opportunity to connect with, and learn from, people that you won’t see anywhere else.
Book now and save
The NEXUS agenda is built to maximize networking time
The preliminary agenda has just been released.
Agenda at a glance
Matching institutional capital to emerging managers
NEXUS will connect decision-makers at institutional investors with Buyouts Insider qualified emerging managers.
Tailored networking opportunities and matching technology levels the playing field for emerging managers and highlights their unique strategies to institutional investors.
Take your private equity portfolio to the next level and build relationships with a vetted audience of emerging managers and institutional investors at NEXUS 2025.
Qualified emerging managers are eligible for discounted attendance.
Book now and save – prices go up TODAY
Connect
Engage with leading funds and institutional investors to build relationships and gain visibility among key industry players
Understand
Join strategic roundtables and gain insights into effective fundraising, marketing, and hiring tactics your peers are deploying
Deploy
Leave NEXUS with critical connections established to pave the way for future investment opportunities
Explore our specialist forums
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best investors for you to schedule meetings based off your profile. Our on-site networking team will also be available to make introductions.
“Amongst the very best events I have attended during my decade at CAIA. A must in 2025!”
William J Kelly, CAIA
Highlights from 2024
The NEXUS agenda is built to maximize networking time
The preliminary agenda has just been released.
Agenda at a glance
Elevate your presence at NEXUS
Discover fresh business opportunities
Elevate your firm’s stature as a symbol of expertise and influence in the industry at NEXUS.
Connecting the entire private equity industry under one roof, NEXUS is the most effective and efficient way to meet investors and fund managers to drive your future success.
With a second-to-none speaking faculty and an agenda built for networking, there is no better place to elevate your thought-leadership and brand visibility among key decision-makers in private equity.
Book now
Sponsor
Stand out from the crowd at NEXUS
A limited number of solution providers have the opportunity to bolster their brand presence to captivate industry leaders through sponsorship.
Learn more
“Very wide ranging topics and a good number of very informed viewpoints. Good chance to widen one’s circle.”
Michael Aronstein, Antiquity
Networking
Networking is at the heart of NEXUS. Our unique matching technology will suggest the best investors for you to schedule meetings based off your profile. Our on-site networking team will also be available to make introductions.
The NEXUS agenda is built to maximize networking time while hearing from the brightest minds in private equity.
The preliminary agenda has just been released.
Download here
A location built for networking
The Ritz-Carlton Orlando, Grande Lakes
4012 Central Florida Parkway
Orlando, FL 32837, United States
There is a preferential nightly rate offered to all event attendees with a limited number of rooms available.
Save money and book your room in the PEI Group room block:
Book your room
Please contact customer services if you need assistance at customerservices@pei.group
Elevate your experience with:
Our esteemed speaker lineup from 2024
Elizabeth Burton
Managing Director and Senior Client Investment Strategist, Client Solutions Group, Goldman Sachs Asset Management
Marion N. Chebet, MBA
Senior Portfolio Manager, Director of Impact Investing, Johnson Financial Group
Chris Eckerman
Senior Portfolio Manager, Head of Co-Investments, State of Wisconsin Investment Board (SWIB)
Dr. Indermit Gill
Senior Vice President of Development Economics and Chief Economist of the World Bank Group
Lori Hall-Kimm
Senior Managing Director & Head of Global Private Equity, Healthcare of Ontario Pension Plan (HOOPP)
Milwood Hobbs Jr.
Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Eneasz Kądziela
Deputy Chief Investment Officer and Head of Private Equity, Office of the New York City Comptroller’s Bureau of Asset Management
Matthew Liposky
Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Tadasu Matsuo
Managing Director, Head of Global Alternative Investments, Japan Science & Technology Agency (JST)
Adebisi Oje
Sales Director Data, Advanced Analytics & Artificial Intelligence US Financial Services, Microsoft
Anne Philpott
Managing Director, Junior Capital & Private Equity Solutions, Churchill Asset Management
Paul Sanabria
Senior Managing Director & Global Co-Head of Secondaries, Manulife Investment Management
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Robert "Vince" Smith
Deputy State Investment Officer and Chief Investment Officer, New Mexico State Investment Council
Powering the growth of private wealth in private equity
NEXUS 2025 will connect HNW RIAs with leading private equity managers to build partnerships for the $80 trillion private wealth opportunity.
The Private Wealth Forum will help you understand what RIAs need from a private equity partner and how asset managers are adapting their fund structures to align with the needs of private wealth managers.
Connect
Meet major fund managers and RIAs navigating the $80 trillion private wealth opportunity for private equity.
Understand
Examine the fund structures and platforms private equity firms are building that align with HNW client needs.
Deploy
Participate in discussions to plan how to successfully grow the impact of private wealth in private equity.
Who should attend?
RIAs
Understand how private equity firms are adapting their fund structures and platforms to align to your needs
Heard at NEXUS 2024
“Product design is the key to unlocking the $80 trillion individual investor opportunity.”
Jon Gray, Blackstone
Why you should be in the room
- Find out why the RIA strategy is mobilizing. Why private equity, why now?
- Discover successful private equity strategies already being deployed by RIAs representing HNWIs.
- Blueprints on incorporating private equity into a HNWIs portfolio through new fund structures and platforms.
- Link with the right partners whose ethos aligns with your needs, risk profile and return expectations.
- Shape the conversation of the future of private wealth in private equity.
Networking
Diversifying a private wealth portfolio with private equity can skyrocket returns and NEXUS will provide the best opportunity for family offices and RIAs to connect with leading fund managers in exclusive networking and expert-led discussion.
Sponsorship gives you
- Engagement and thought leadership with RIAs leading the way for HNW clients
- Better understanding of the evolving needs of RIAs
- Participation in curated networking
For more information about sponsorship opportunities, contact Jimmy Kurtovic by emailing jimmy.k@pei.group or calling +1 646 356 4504.
Where emerging funds and investors converge
As large institutional investors are increasingly mandated to invest in emerging managers, NEXUS 2025 is the place to connect with rising funds that can deliver outsized returns.
The Emerging Managers Forum will elevate emerging managers to simplify connections with allocation decision-makers.
Who should attend?
Emerging Managers
Engage with LPs actively seeking to allocate funds to emerging managers
Institutional Investors
Gain alpha in your portfolios by investing early in emerging talent
Why you should be in the room
- Understand how LPs approach first time secondaries funds, sector specialization standards, challenging distribution rates, and exit activities.
- Gain insights on generating liquidity in private equity and the ability of emerging managers to deliver sustained returns over time.
- Hear from the experts on fine-tuning investor relations and enhancing your story.
- Connect with emerging managers who align with strategy preferences and portfolio needs.
Networking
Early investment in emerging funds can supercharge an LP portfolio and NEXUS will provide the best opportunity for emerging managers and investors to take part in exclusive networking and expert-led discussion.
The Future of Private Equity Lunch
Meet the changemakers and the next generation of private equity leaders, recognized by Private Equity International.
**In an exclusive networking environment this invite only luncheon will be composed of leading institutional investors, top performing emerging managers, award winners from PEI’s publications and influential VIPs in the private markets space.**
– Match on portfolio needs and dissect the best strategies for demonstrating long-term partnership potential
– Discover how to best approach building a track record on a deal by deal basis
– Share best practices on how to empower the most successful talent pathways for outperformance
Sponsorship gives you
- Engagement and thought leadership with rockstar firms of the future
- Better understanding of the evolving needs of emerging managers
- Participation in curated networking
For more information about sponsorship opportunities, contact Jimmy Kurtovic by emailing jimmy.k@pei.group or calling +1 646 356 4504.
Elite networking. World-class content. Fuel future success.
Where private equity meets.
Access to
NEXUS
Book now and save $600 to join private equity’s most powerful leaders and influential capital allocators.
Complimentary investor passes
A limited number of complimentary passes are available for institutional investors and family offices.
Complimentary RIA passes
A limited number of complimentary passes are available for Registered Investment Advisors.
Elevate your firm at PE's most influential event
Why partner as a sponsor?
NEXUS brings together leading managers in private equity for engaging conversations that will raise your profile and elevate awareness of your unique offering.
Seize the spotlight to share your vision, build powerful connections and strengthen relationships with investors through formal and informal networking.
Discover NEXUS sponsorship offerings
Golf: The NEXUS Cup
Showcase your brand with a memorable day on the course, providing a relaxed setting to connect with influential investors and top fund managers.
Pickleball Match
Let your competitive spirits fly. Ensure your brand stands out in a relaxed and competitive atmosphere – perfect for sparking conversations.
Culinary Masterclass
Where sophistication meets hands-on experience. Close connection with top-tier attendees in a uniquely engaging, intimate environment.
How to get in touch
For more information, contact Jimmy Kurtovic at jimmy.k@pei.group or +1 646 356 4504.
Grand Opening Session
Take the stage as the Grand Opening Session sponsor, gaining premium visibility with the entire NEXUS audience. Set the tone for the event, aligning your brand with innovation and influence.
Future of Private Equity Lunch
Put your firm at the heart of the industry’s future. Network with emerging managers, rising stars, and LPs focused on the next generation of private equity.
Agenda Sessions
Align your brand with expertise and thought leadership. Connect your name with timely industry insights, positioning your brand as an integral part of NEXUS’ knowledge-sharing.
Exclusive GP Briefing
Connect directly with an influential audience of GPs through the Exclusive GP Briefing. Sponsor this event to align your brand with expert insights and the latest in private equity trends.
NEXUS-wide Branding
Amplify your brand across NEXUS with wide-reaching sponsorship visibility. This package provides multiple touchpoints to keep your brand top of mind throughout the event.
Networking Cocktails
Position your brand as the catalyst of high-energy networking. Be at the center of dynamic exchanges, fostering connections that drive influence and opportunity.
Build connections - private & semi-private meeting spaces
Secondaries Investor Dinner
This prestigious dinner is an ideal platform for your brand to engage decision-makers in a focused, impactful setting.
Meeting Rooms
A dedicated place for pivotal conversations while keeping your brand front and center in NEXUS’ most essential discussions.
Investor Dinners
This unique opportunity offers a sophisticated backdrop for building valuable relationships – making your brand synonymous with influential networking.
Investors and RIAs attending
Connections made easy
Meetings are at the heart of NEXUS. And the dedicated meetings concierge team will ensure you meet the right people at the right time to get the most out of your experience in Orlando.
Just tell us who you want to meet and when – we’ll do the rest! Whether you prefer to connect in the dedicated meeting lounge, outdoor networking areas, reserve a private meeting space or plan a dinner, the opportunities are endless and we are here to support you.
1. Sign up
Book now to secure the best rate at NEXUS.
And bring your team to maximize value.
2. Objectives
Our meetings concierge team will be in touch to understand your objectives and who you want to meet.
3. Profile
The NEXUS Networking app launches in January. Check your profile is up to date and check out the attendees.
4. Wish list
Your concierge will be in touch to recommend meetings, or you can create your own wish list.
5. Schedule
Once a meeting is accepted, your party will be sent an invitation with a time and place to meet.
6. Check in
Arrive at NEXUS with a schedule full of meetings, and a plan to optimize your time in Orlando.
Meet your concierge team
Your concierge team will be ready onsite with smiling faces to connect you with the investors and managers shaping our industry.
Max Burnard | Membership Success Executive
Ben Grubner | Customer Success Associate
Chris Tamms | Head of Network, Private Funds CFO
Private equity’s most powerful attendee list
Thanks for your interest
Thank you for your interest in this NEXUS 2025. Your requested resource will be emailed to you shortly.
Explore our event website for more information and be sure to secure your place. We hope to see you at the Summit this March in Orlando.