Marquette Speaking at Pension Bridge 2024 Private Equity Exclusive 7/23–24

April 26, 2024

Nat Kellogg, CFA and James R. Wesner, CFA will be speaking at the Pension Bridge Private Equity Exclusive 2024 hosted by With Intelligence in Chicago from July 22–24.

Jamie will be moderating a Concurrent Session – Track A panel on July 23 entitled, “Healthcare – Fighting Fit,” described as follows. The U.S. healthcare industry continues to grow, buoyed by structural changes such as an ageing population. Driven by a need to offload assets and return capital to LPs, an increase of assets is coming to market. Yet the healthcare industry faces challenges, such as rises in labor costs and margin costs, alongside ubiquitous macroeconomic headwinds.

• What opportunities might arise from State-level healthcare transaction review laws?
• Which subsectors of healthcare promise growth in the private equity market in 2025?
• How might changes in Federal Trade Commission and other regulations impact allocations to healthcare private equity in the coming years?
• How will artificial intelligence focus opportunities in healthcare?
• How can LPs capitalize on the growth of take-privates and carve-outs in healthcare?
• How immune is healthcare to macroeconomic headwinds?

Nat will be moderating the CIO panel closing the conference, “Private Equity and the Battle for Allocation,” described as follows: Over the course of the three days of the Private Equity Exclusive many different LP strategies will have been put to the audience. In this closing session, three leading Chief Investment Officers will determine the position of private equity from a whole-portfolio perspective.

• To what degree does private equity stack up against increased allocations to private credit and infrastructure?
• What are the key considerations for LPs when deciding what to allocate to PE?
• Does the denominator effect still hold relevance in portfolios?
• Will private equity continue to outperform public markets and under what conditions might it not?
• When will the promise of a robust and sustainable private equity portfolio take shape again?

Now in its nineteenth year, the Private Equity Exclusive brings together thought leaders from North American LPs and GPs for networking, knowledge sharing, collaboration and relationship building. For more information, please visit the event webpage.