Schedule

Day 1
02 Nov 2017

Michigan Private Equity Evening Reception

Sponsored by Howard & Howard
Join us for an evening welcome reception at the U-M golf course's new Richard L. Postma Family Clubhouse. This is your chance to network over cocktails and dinner while enjoying an amazing view of the golf course, Crisler Arena and The Big House.
Day 2
03 Nov 2017

Welcome & University of Michigan Bicentennial Spotlight

Evolution of Investing at University of Michigan 1817-2016
Rafael Castilla, Director of Investments, University of Michigan Investment Office

Keynote Address – David Frank, Stonehaven LLC

David Frank, BBA '00, and CEO and Managing Partner, Stonehaven LLC
Sponsored by BDO
Learn from industry leader David Frank on raising capital for private equity and venture capital investments across a wide swath of sectors. Get a first-hand view of the shifting dynamics on the investment fund side as well as the new models and trends emerging on the global institutional investor side.
David Frank

Panel: LP’s Outlook and Change on PE and Alternative Investments

Sponsored by Mesirow Financial
Hear from seasoned LPs as they discuss trends and tips in LP investing in GPs, best practices, investing in new managers/GPs, diversity in GPs and impact investing.
Panelists:
Angela Buk, Chief Investment Officer, DTE Energy
Francois Gagnon, Managing Director of Investments, University of Michigan Investment Office
Brian Gimotty, Managing Director, UAW Retiree Medical Benefits Trust
William K.M. Goldsmith, Managing Partner, Nantucket Multi Managers LLC
Travis Haney, Senior Investment Manager, State of Michigan Department of Treasury
Moderator: Gretchen Perkins, Partner, Huron Capital LLC
William K.M. Goldsmith
Angela Buk
Gretchen Perkins
Travis Haney

Break

Sponsored by Blue River Financial Group

Panel: Where are the Deals? U.S. or Cross-border?

This panel of diverse industry experts will tackle deal activity in international and domestic markets, and how to successfully navigate deals whether close to home or beyond one's own borders.
Panelists:
Mitch Green, Managing Director, Clairvest
Kurt Haras, Partner, Quarton International
Jeffrey L. LaBine, Principal, Corporate Deputy Group Leader and New York Resident Director, Miller Canfield
Scott Sneckenberger, CPA, , Consulting Partner, Plante & Moran PLLC
Moderator: Derek Schlonsky, President, Ricardo Strategic Consulting North America
Scott Sneckenberger, CPA
Mitch Green
Jeffrey L. LaBine
Kurt Haras
Derek Schlonsky

Break

Sponsored by PM Environmental

Breakout Session: Strategic Uses of M&A Insurance to Help Close PE Deals

Sponsored by Aon
Panelists will discuss how firms can use transaction liability insurance to improve transaction structures, mitigate risk to buyers and increase value for their deals on both sides of a merger or acquisition.
Gary Blitz, Senior Managing Director and Co-Practice Leader, Aon Transaction Solutions
Mark Gerstein, Partner and Former Global M&A Co-Chair, Latham & Watkins
Yaman Shukairy, General Counsel, TPG Real Estate
Yaman Shukairy
Mark Gerstein
Gary Blitz

Keynote Fireside Chat – Jeff T. Blau, Related Companies

Jeff T. Blau, BBA '90 and CEO and Partner, Related Companies
David J. Brophy, Finance Professor, University of Michigan Ross School of Business
Sponsored by Plante Moran
The fireside chat with entrepreneur and industry visionary, Jeff Blau, will explore the influential role that private capital and private equity, in particular, can play in rebuilding and modernizing our nation’s infrastructure.
Jeff T. Blau

Networking Luncheon

Please join us for a seated luncheon, which traditionally ends the conference.

2017 Advisory Committee

Ann Brophy, LLR Partners; David Brophy, University of Michigan; Michael Goodwin, Michigan Private Equity Partnership; Eric Jones, Honigman LLP; Michael Lewis, SSC Inc.; Kim Easterle Mattes, Aon PLC; Len Middleton, University of Michigan; Mary Nickson, U-M Ross School of Business; Adam Oakley, Mesirow Financial; Naimish Patel, Long Point Capital Inc.; Gretchen Perkins, Huron Capital Partners LLC;Derek Schlonsky, Ricardo Strategic Consulting