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Investment Strategies Conference March 6 Focuses on Private Equity

For the 12th annual Investment Strategies Conference, the Luther King Capital Management Center for Financial Studies at the Neeley School brings you experts on private equity, an increasingly vibrant market.

Keynote speaker for the conference is David Bonderman, who formed Texas Pacific Group in 1992. TPG and its affiliates have approximately $55 billion in assets under management. TPG’s portfolio companies have combined revenues of more than $100 billion, operate in more than 100 countries and employ approximately 600,000 people. Investments include Continental Airlines, Burger King, Petco, Lenovo, Shriram Capital, J. Crew and IMS Health. Prior to forming TPG, Bonderman was chief operating officer for Robert M. Bass Group, now Keystone Group, which he joined in 1983. He previously was a partner in the law firm of Arnold & Porter in Washington, D.C., specializing in corporate, securities, bankruptcy and antitrust litigation.

Other speakers include Glenn Youngkin, managing director and chief operating officer for The Carlyle Group, who will speak on the challenges and opportunities for global and domestic private investing. William Macaulay, chairman and CEO of First Reserve Corporation, will talk about the future of global energy investing. James Zelter, managing director and CIO with Apollo Global Management, will discuss near-term private credit opportunities. David Rockecharlie, managing director of energy and infrastructure for Kohlberg Kravis Roberts & Co., will cover the rationale for North American energy and infrastructure investing.

A panel featuring Rick Anderson, managing director for PTV Sciences, Bruce M. Hernandez, partner with Spire Capital Partners, and Venu Shamapant, general partner with LiveOak Venture Partners, will discuss the advantages of small and middle market private equity investing.

The Investment Strategies Conference will take place March 6, 2014, 8:00 am–2:00 pm. Morning sessions will be in the Dee J. Kelly Alumni & Visitors Center. The keynote luncheon will take place across Stadium Drive in the Brown-Lupton University Union, 3rd floor ballroom.

Cost to attend the often sold-out event is $100 per person, $75 for TCU alumni, or $1,000 for a table for eight. TCU students may attend at no cost. To register, click on this link. Please register by February 28. 

The Investment Strategies Conference is hosted by the LKCM Center for Financial Studies, the TCU Endowment Office and the TCU Financial Management Association.

For more information, contact the LKCM Center for Financial Studies at 817-257-7788 or email Charlotte Holliday, administrative assistant, at