Compass Latam Alternatives Week

We are very excited about our Alternatives Week 2024, which will be taking place in New York City from September 9th to 13th. We are still working on every detail and meeting confirmations to make this a great investment experience.

16:00 - 16:30

WELCOME

16:30 - 18:00

COMPASS & VINCI PARTNERS RECEPTION

18:00 - 19:00
19:00 - 20:00

COCKTAIL

Compass Offices: 590 Madison Avenue, 33rd Floor, New York, NY 10022

08:30 - 13:00

THE BLACKSTONE GROUP

08:30 – 9:00
Welcome

09:00 – 09:15
Blackstone Intro: Rafael De Fex – Laura Takacs

09:15 – 10:00
Private Equity Overview: Daniel Katz

10:00 – 10:45
Infrastructure: Sean T. Klimczak

10:45 – 11:00
Coffee Break

11:00 – 11:45
Thematic Real Estate – Industrials/Logistics: Ryan Karnes

11:45 – 12:30
Secondaries Discussion: William Rosener

12:30 – 13:00
GP Stakes: Doyle Queally

Blackstone Offices: 345 Park Avenue 43 Fl New York, NY 10154

13:30 - 15:00

NEW MOUNTAIN CAPITAL: LUNCH

  • Mid market buyout overview, net lease & credit

13:30 – 14:00
Steve Klinsky

14:00 – 14:20
Teddy Kaplan, Tom Decarlo

14:20 – 14:40
Harris Kealey

14:40 – 15:00
John Kline

New Mountain Offices: 1633 Broadway, 48th Floor, New York, NY 10019

16:00 - 17:30

CINVEN

  • European buyout landscape, opportunities and Cinven case studies

CINVEN Offices: 12 E 49th Street, 43rd Flr New York, NY 10017

18:30 - 20:30

BLACKSTONE DRINKS AT VALERIE’S

Valerie: 65 W 54th St, New York, NY 10019

08:30 - 12:30

THE BLACKSTONE GROUP

08:30 – 09:00
Welcome

09:00 – 09:15
Introductory Remarks: Matthew Pedley

09:15 – 10:00
CIO Outlook: Joseph Zidle

10:00 – 10:45
Life Sciences Overview: Nicholas Galakatos

10:45 – 11:00
Coffee Break

11:00 – 11:45
Private Credit Outlook: Jonathan Bock

11:45 – 12:30
Data Science: Teresa Sweeney

Blackstone Offices: 345 Park Avenue 43 Fl New York, NY 10154

13:30 - 15:30

ONE EQUITY PARTNERS: LUNCH AT HARVARD CLUB

  • Mid market buyout outlook, opportunities & pipeline

Harvard Club: Harvard Club – Cambridge Room, 2nd Floor, 35 West 44th Street, New York, NY  10036

16:15 - 18:30

VISTA EQUITY PARTNERS

16:15
Welcome

16:30 – 18:00
SaaS outlook, mid market buyout & private credit

18:00 – 18:30
Cocktail Reception: Torino | 2nd Floor Lobby
Multiple CAPS team members

VISTA Offices: 50 Hudson Yards, 77th Floor, New York, NY 10001

08:00 - 11:00

WISDOMTREE AT THE NYSE (OPENING BELL + BREAKFAST)

08:00 – 08:30
Arrive at NYSE and Registration

08:30 – 09:00
Breakfast: WisdomTree Introduction: Guillermo Rodríguez

09:00 – 09:40
Opening Bell and Tour

09:40 – 10:20
Macro Outlook: Jeremy Schwartz

10:20 – 11:00
WisdomTree Model Portfolios: Joseph Tengalia

New York Stock Exchange: 11 Wall St, New York, NY 10005

13:30 - 15:00

UBS O’CONNOR: LUNCH

  • Private credit opportunities

UBS O’Connor: New York, 1285 Avenue Of The Americas (NE12) – 38fl – Room F

15:30 - 17:30

LEXINGTON CAPITAL PARTNERS

15:30 – 16:00
Secondary Market Update

16:00 – 16:30
Lexington Global Secondaries

16:30 – 17:00
Lexington Middle Market Secondaries

17:00 – 17:30
LCVI

Lexington Offices: 399 Park avenue, piso 20, NY 10022

18:30 - 20:30

COMPASS CLOSING DRINKS: SUNSET AT THE SKYLARK

The Skylark: 200 W 39th St, New York, NY 10018

 

08:15 - 12:00

WELLINGTON BREAKFAST

08:15 – 08:30
Welcome/Wellington Overview: Dan Isaacs

08:30 – 09:00
Morning Meeting

09:00 – 09:30
Wellington Alternatives Platform: Scott Coby

09:30 – 10:15
Bay Pond – Long/Short Financials: Julie Trent, Keally Ingersoll

10:15 – 10:30
Break

10:30 – 11:15
Elbe – Long/Short Europe: Scott Coby

11:15 – 12:00
Late Stage Growth Private Equity: William Craig

12:00
Wrap up and departure

Wellington Offices: 799 Broadway, New York, New York 10003

 

Salomon Abauat

  • Chief Financial Officer
  • Abauat Corporation

José Benavides

  • Managing Director
  • Consultoria e Inversiones SAC

Francisco Brant de Carvalho

  • Consultor Financeiro
  • Cvm

Felipe Cézero

  • Gestor de Patrimônio
  • Single Family Office

Leticia Costa

  • Distribution For Individual Investors
  • Vinci Partners

Daniel Fernández

  • AI Scientist Freestone Grove Partners
  • INMOFOR

Mariano Figueiredo

  • Distribution For Individual Investors
  • Vinci Partners

Fernando García

  • Co-Founder
  • kubus Capital

Carlos Giraldo

  • Director de inversiones
  • Perugia Family Office

Alberto Gómez

  • Director
  • Cadil SFO

Armando Gómez 

  • Director
  • Cadil Asesores Patrimoniales

Luisa Mitczuk

  • Managing Partner
  • JCR Group

Mónica Ospina

  • CEO and Chairwoman
  • Cedicaf

Pedro Quintella

  • Partner, Head of Structuring and Investor Relations
  • Vinci Partners

Guilherme Scaff

  • Real Estate Investor / Partner
  • ICVMS

Rafael de Fex

  • Managing Director & Latam Distribution Head
  • Blackstone

Laura Takacs

  • Vice President
  • The Blackstone Group

Daniel Katz

  • Managing Director & Chief Product Officer of Blackstone Private Equity Strategies (BXPE)
  • The Blackstone Group

Sean T. Klimczak

  • Global Head of Infrastructure and Senior Managing Director
  • The Blackstone Group

Ryan Karnes

  • Managing Director in the Real Estate group
  • The Blackstone Group

William Rosener

  • Managing Director and Head of Institutional Client Solutions for Strategic Partners
  • Blackstone

Doyle Queally 

  • Senior Managing Director in Blackstone Strategic Partners
  • Blackstone

Matthew Pedley

  • Senior Managing Director and the Head of Institutional Client Solutions in the Americas for Private Equity-related strategies
  • Blackstone

Joseph Zidle 

  • Senior Managing Director and Chief Investment Strategist in the Private Wealth Solutions group
  • Blackstone

Nicholas Galakatos

  • Senior Managing Director and Global Head of Life Sciences
  • Blackstone

Jonathan Bock

  • Senior Managing Director and Co-CEO of Blackstone Private Credit Fund (BCRED)
  • The Blackstone Group

Teresa Sweeney

  • Chief Operating Officer of Blackstone Data Science
  • Blackstone

Jonas Nilsson 

  • Partner
  • Cinven

Parker Rhodes 

  • Director
  • Cinven

Nicole Catalano

  • Executive
  • Cinven

Clark D. Peterson

  • Partner
  • Lexington Partners

Pedro Mendes

  • Senior Associate
  • Lexington Partners

Gus Thompson

  • Director
  • Lexington Partners

Alexander Ogura

  • Vice President
  • Lexington Partners

Simon Oak

  • Managing Director
  • Lexington Partners

Steve Klinsky

  • Founder & CEO
  • New Mountain Capital

Teddy Kaplan

  • Managing Director, Net Lease Portfolio Manager
  • New Mountain Capital

Tom Decarlo

  • Managing Director, Net Lease
  • New Mountain

Harris Kealey

  • Managing Director, Private Equity Transaction Leader and Strategic Equity
  • New Mountain Capital

John Kline

  • Credit Portfolio Manager, CEO & President
  • New Mountain

Andrew Dunn

  • Partner
  • One Equity Partners

Carlo Padovano

  • Partner
  • One Equity Partners

Otavio Birman

  • Vice President
  • One Equity Partners

Olivia Cargain

  • Senior Associate & IR
  • One Equity Partners

Derek Menker

  • Associate & IR
  • One Equity Partners

Rodrigo Trelles

  • Co-Head of O’Connor Capital Solutions, Managing Director
  • UBS

Felipe Terrazas

  • Director
  • UBS

Hannah Dolgin

  • Vice President
  • Vista

Heather Miller 

  • Vice President
  • Vista

Alexandra Fen

  • Director
  • Vista

 Julio del Peón

  • Director
  • Vista Equity Partners

Dan Isaacs, CFA

  • Director of Latin America
  • Wellington Management

Scott Coby

  • Director of Alternatives, Americas
  • Wellington Management

Julie Trent

  • Investment Director
  • Wellington Management

Keally Ingersoll

  • Investment Analyst
  • Wellington Management

William Craig

  • Investment Director
  • Wellington Management

Guillermo Rodríguez, CFA, DBA,

  • Head of Latin America & US Offshore
  • WisdomTree

Jeremy Schwartz, CFA

  • Global Chief Investment Officer
  • WisdomTree

Joseph Tenaglia, CFA

  • Director, Model Portfolios
  • WisdomTree

Manuel José Balbontín 

  • Socio y Vice Presidente
  • Vinci Compass

Anabel Vidal

  • Partner and Head of Wealth Management
  • Compass

George Kerr

  • Partner and Country Head - Brazil
  • Compass​

Juan Cristóbal Figueroa

  • Vice President Client Advisor - USA
  • Compass

Ángela María Lozano

  • Co-Portfolio Manager Alternative Asset - Chile
  • Compass

Raimundo Alcalde 

  • Director of Family Office - México
  • Compass

Juan Felipe Rodríguez

  • Senior Client Advisor - USA
  • Compass

Event Details

  • Date September 9, 2024 - September 13, 2024
  • Location New York