Private EquityESG Summit

Sponsors:

Lead Sponsor

Environmental, Social and Governance (ESG) factors are becoming increasingly important tools for value creation, risk management and conscientious investing. It’s no surprise, then, that more and more institutional investors in private equity are demanding their managers incorporate ESG strategies and reporting into their investment programs.

While a number of path-breaking Institutional Investors and Private Equity firms have designed robust ESG platforms, the vast majority of market participants have not, pointing to a need for advocacy, education and the sharing of best practices.

Overview

November 30, 2016 Affinia ManhattanNew York, NYOn November 30th, Privcap will host the Private Equity ESG Summit, an invitation-only gathering of stakeholders in the private equity market designed to further the integration of environmental, social and governance objectives into the private equity asset class. The half-day event will feature knowledge-sharing, networking, keynote interviews, panel discussions and case study presentations, and will wrap up with a cocktail reception.

Presenting thought leadership onstage

VIP invitations for investors and clients

Thought leadership inclusion in digital content ahead of and after the event

Attendees will include: Among the topics to be explored:

Roles for Sponsors

Privcap will work with a small group of highly authoritative sponsors to co-host the event and craft the digital content surrounding the event.

Sponsor benefits will include

Professionals from Private Equity firms responsible for ESG initiatives

Institutional investors with allocations to private equity

Portfolio company executives aligned with financial sponsors on ESG objectives

Operating partners at private equity firms

Academics

Non-profit advocates for ESG

Wealth-management professionals with HNW clients

Hard evidence that ESG screening and post- acquisition strategies add value

How ESG should be incorporated into investor relations

ESG mandates within institutional portfolios

Case studies in ESG success/cautionary tales

Costs and staffing of ESG programs

Use of consultants and third-party services

ESG in emerging markets

Standards and principles

Look Who’s Coming

Here’s just a sample of some of the firms you’ll meet:

RSL InvestmentsTIAA Global Real AssetsOaktree Capital Management, L.P.Warburg PincusEnergy Capital PartnersDenham CapitalGlobal Environment FundOak Hill CapitalAligned IntermediaryPaul WeissIFC (World Bank Group)TowerBrook Capital PartnersUBSKKRRamboll EnvironBain CapitalNorth Carolina Retirement SystemsCeresCalPERS

For more informationwww.privcapesg.com

Becker CollegeState of ConnecticutAmerican SecuritiesCenterbridge PartnersHelmsley Charitable TrustAXA USColler CapitalInstitutional Limited Partners AssociationPine BrookProvidence EquityPitcairn CompanyCaspianCourt Square CapitalMorgan Stanley Private EquityConnecticut Office of the State TreasurerThe Carlyle GroupCD&RAmerican Investment CouncilCVC Capital Partners

Registration & Welcome Reception

Opening Remarks

Panel DiscussionPrivate Equity as a Unique, Powerful Force for ESGA group of prominent US institutional investors discuss the importance of ESG to their investment objectives, the challenges of program implementation, advocacy efforts, and success stories. Most importantly, they discuss how the private equity asset class is uniquely positioned to help companies realize ESG goals.

Video Presentation + Q&AHow ESG Added Value #1A brief video is shown portraying how an ESG-driven strategy improved the operations of a portfolio company. The CEO and/or GP backer will make brief com-ments and answer questions from the audience.

Panel DiscussionESG and Portfolio OperationsA group of private equity executives charged with applying ESG strategies to the portfolio (ESG heads as well as operating partners) share details on the manpower, costs and rewards of ESG platforms.

Coffee Break

Video Presentation + Q&AHow ESG Added Value #2A brief video is shown portraying how an ESG-driven strategy improved the operations of a portfolio company. The CEO and/or GP backer will make brief com-ments and answer questions from the audience.

Panel Discussion & PresentationESG and Investor RelationsA group of IR professionals and ESG advocates discuss how ESG results are measured and reported, along with standards, frustrations, costs, data sharing. Examples of reporting templates and methods will be shown to the audience.

Audience Roundtable DiscussionsCritical Questions in ESGThe audience will be shown short videos presenting critical questions posed by the adoption of ESG in private equity, and each roundtable then has 10 minutes to discuss and exchange views. At the end of each discussion, a “table captain” gathers very brief summaries of each roundtable discussion for publication in an article featured on privcap.com. Two questions will be discussed.

Keynote InterviewSenior Partner, KKRA seasoned investor from KKR shares his/her perspectives as a longtime investor and advocate for stewardship and responsibility. Audience Q&A.

Closing Cocktail Reception

Agenda1:00 PM

1:30 PM

1:40 PM

2:20 PM

2:40 PM

3:20 PM

3:50 PM

4:10 PM

4:50 PM

5:20 PM

6:00 PM