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Private Equity Market Update

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Our next Transactions Affinity Group Meeting on May 16th at Quadrus Conference Center.

State of Private Equity within the Technology Sector:

Current environment:  Discuss the current investment environment for funds focused in the technology sector.  What challenges are you facing, and can you describe any adjustments you are making?  Impact to your portfolio and future investment from national or global catalysts such as trade tariffs and Brexit

Looking forward:  With predictions of a looming recession vacillating between being imminent to farther down the road, what is your firm doing to prepare for this inevitable downturn?

Moderator:

David Van Wert
TAS Partner and leader, Transaction Technology Practice
RSM

David specializes in buy-side and sell-side financial due diligence for private equity and strategic M&A transactions in the technology industry. He has worked with companies ranging from venture backed start-ups to multi-national public companies. Most of his deals typically range in revenue from $10 million to $500 million. David has advised his clients on over 300 transactions and is a Certified Public Accountant.

 

 

Panel:

Randy Randleman 
Managing Director & COO
Sumeru Equity Partners

Randy Randleman is a Managing Director and Chief Operating Officer and sits on the firm’s investment committee. He works on portfolio company value creation initiatives and is also the Chief Financial Officer and Chief Compliance Officer of Sumeru Equity Partners.

Randy has two decades of finance and operating experience. He joined Silver Lake Sumeru in 2010, the middle market investment strategy of Silver Lake. Prior to Silver Lake Sumeru, Randy spent his career in finance and operating roles in technology companies. From 2006 to 2010, Randy was a finance executive at Qualcomm. Prior to Qualcomm, he worked at Sprint Communications. Randy began his career with U.S. Filter Corporation’s European operations, where he managed the integration of international acquisitions.

 

 

 

Roy Luo
Vice President
ICONIQ Capital

Roy is a Vice President on ICONIQ’s technology private equity team, which is focused on deploying $50 million to $500 million of equity in market-leading technology businesses. Roy primarily focusses on investments in enterprise and SMB software, fintech, and tech-enabled services and marketplaces. Roy currently sits on the board of Truckstop.com, a leading online freight marketplace. Prior to ICONIQ, Roy worked at Technology Crossover Ventures (TCV) and Goldman Sachs. Roy holds a BS degree in Biology and Economics from Yale University.

 

Augie Hong
Principal
Riverwood Capital

Augustin Hong is a Principal with Riverwood Capital. Prior to joining Riverwood, Augustin worked as a research analyst at Tidal Creek Capital, a long/short equity manager focused on investments in technology, renewable energy and business services companies.

 

Augustin began his career at Citigroup Global Markets, where he worked with Chris Varelas in technology mergers and acquisitions.

 

Augustin graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Business Administration. He is a CFA charter holder and a member of the CFA Society of San Francisco.

 

Hosted By

 

 

 

 

Event Information

Thursday, May 16th
5:00 PM – 7:00 PM
Quadrus Conference Center
2400 Sand Hill Road
Menlo Park CA 94025

Networking with drinks and light fare, followed by discussion.

Please arrive early for registration!

 

Meal Type

Heavy Appetizers

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: TBD

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.

 

Tickets

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Registration is closed, please contact Micky at micky.robledo@feisv.org for questions.

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Thursday, May 16
5:00 pm - 7:00 pm

$15 – $25
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Details

Date:
Thursday, May 16
Time:
5:00 pm - 7:00 pm
Cost:
$15 – $25
Event Categories:
,

Venue

Quadrus Conference Center
2400 Sand Hill Road
Menlo Park, CA 94025 United States + Google Map
Phone:
(650) 854-2342
Website:
https://quadrusconference.com/

Organizer

RSM US LLP