| 12:00–12:45 p.m. |
Registration and Lunch |
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| 12:45–1:00 p.m. |
Welcome Remarks
- Stephanie Thomas, Chair, Global Private Funds, Morrison Foerster
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| 1:00–1:15 p.m. |
State of the Market: Trends in Private Funds
- Ronald Ratcliffe, PhD, BlackRock, Managing Director
|
| 1:15–2:15 p.m. |
Accessing Private Wealth: Strategies for Reaching Today’s Investors
- Elizabeth Sipes, Morrison Foerster, Partner
- Christopher Clark, Hines, Assistant General Counsel
- Stephen Donahue, Mercer Advisors, Senior Wealth Manager, Director
- Bruce Emken, Pathway, Senior Vice President and Head of Wealth Services
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|
| 2:15–2:30 p.m. |
Break |
|
| 2:30–3:30 p.m. |
Jurisdictional Showdown: Delaware vs. Nevada vs. Texas
- Lee Shepard, Morrison Foerster, Partner
- John Hensley, Morrison Foerster, Partner
- Robert Kim, Ballard Spahr, Partner
- Michael Maxwell, Potter Anderson, Partner
|
| 3:30–4:30 p.m. |
Pulse of Private Funds: Today’s Hot Topics
- Kelley Howes, Morrison Foerster, Co-Chair of Investment Management
- Tim Bolte, Temasek, Vice President – Legal & Regulatory (Transactions)
- Bert Forsythe, Ridgeline, Vice President – Legal
- Shally Shanker, AiiM, Founder and Managing Partner
|
| 4:30–4:35 p.m. |
Closing Remarks
- Stephanie Thomas, Chair, Global Private Funds, Morrison Foerster
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|
| 4:35–6:00 p.m. |
Networking Reception
*Drinks and hors d'oeuvres provided |