Agenda
Agenda
Agenda
2026 SEM Consortium Agenda
Tuesday, October 27, 2026
5:00pm - 6:30pm
GCM Grosvenor’s 11th Annual Women’s Networking Reception is back — and this year, we’re bringing the portfolio to life.
In addition to the signature networking and community-building that has made this reception a highlight of the SEM Consortium program, attendees will have the opportunity to engage directly with a curated exhibit of women-owned portfolio companies. Browse products, meet founders, and experience firsthand the businesses you’re helping to build — a powerful reminder of the real-world impact behind every investment decision.
A celebration of community, capital, and the companies we’re building together.
Wednesday, October 28, 2026
7:45am - 10:00am
Registration & Check-In
8:00am - 10:00am
VIP Connect brings together LPs, consultants, and emerging managers for structured one-on-one conversations in a relaxed, informal setting — focused on investment programs, strategies, and fit. No pitches, just meaningful dialogue.
Note: These introductory meetings are intended for information exchange and relationship-building only.
15-Minute Meetings, 5-Minute Transitions
8:00AM – 8:15AM
8:20AM – 8:35AM
8:40AM – 8:55AM
9:00AM – 9:15AM
9:20AM – 9:35AM
9:40AM – 9:55AM
10:15am - 11:00am
11:20am - 12:50pm
The Emerging Manager Landscape: Past, Present & Future
Over the past two decades, the emerging manager landscape has evolved considerably—but what can the last 20 years tell us about where the industry is headed next?
Designed exclusively for LPs, this session will bring together senior leaders from across GCM Grosvenor’s investment platform to examine the evolution and future of the emerging manager universe. Following an overview of the broader landscape, investment leaders will share perspectives across private equity, credit, infrastructure, real estate and alternative investment strategies—reflecting on the defining changes of the past 20 years and looking ahead to the opportunities and challenges emerging managers may face over the next 10–20.
The session will conclude with an open dialogue with GCM Grosvenor’s senior investment team, creating an opportunity to exchange perspectives and explore what the next chapter of emerging manager investing may hold.
11:20am - 12:50pm
For GPs, getting the attention of LPs and consultants is more challenging than ever. Meanwhile, LPs and consultants continue to look for more efficient ways to cut through the noise and identify the best new and diverse managers.
This session will be created with both groups’ objectives in mind. In this session, qualifying GPs will share marketing materials for review by a panel of top institutional investors, consultants and the GCM Grosvenor investment teams. These panels will select a handful of GPs among the submissions and provide live feedback intended to help shape the GP’s materials and hone their presentation skills.
GP Bootcamp Private Equity
GP Bootcamp Absolute Return Strategies + Credit
GP Bootcamp: Real Estate & Infrastructure
1:00pm - 2:20pm
The Great Wealth Transfer
An unprecedented transfer of wealth is underway, with women poised to control a significant share of trillions in assets changing hands over the coming decades. But where will that capital go—and who will benefit? This data-driven conversation will explore how a new generation of female investors and decision-makers could reshape capital allocation, influence who gets funded, and create new opportunities across the investment landscape. From shifting investment priorities to expanding access to capital, panelists will examine what the Great Wealth Transfer could mean for investors, managers, and the next generation of wealth.
Vice President, Managing Director, Investments, Pivotal Ventures
Founder & CEO, GingerBread Capital
2:40pm - 3:25pm
Credit
Credit Secondaries: A Growing Opportunity in Private Markets
As demand for liquidity continues to reshape private markets, credit secondaries have become an increasingly important source of investment opportunities. Hear from GCM Grosvenor’s credit specialists as they discuss current market trends, portfolio construction benefits, and how investors can capitalize on this evolving landscape.
Real Estate
A New World Order:
How the real estate investment management business has changed and what it means for emerging managers.
Wealth Intensive
Unlocking Private Equity: A Playbook for Individual Investors
As individual investors gain unprecedented access to private equity, advisors are rethinking the structures, strategies, and allocation decisions that bring these portfolios to life. This session explores the macro forces reshaping private markets, how to build a durable PE allocation, and demystifies co-investments, one of the space’s fastest-growing entry points.
3:40pm - 4:25pm
Consultant
Beyond the disclaimers: Past performance is not indicative of future returns.
Everyone knows it and reads it, but it’s challenging to know when and how to rotate asset classes and/or funds to best capture the forward looking opportunity set. Hear from leading consultants who work with clients on just that and find out where they are rotating to now given the current market conditions.
Private Equity
In Your Corner: The Emerging Manager’s Playbook for Co-Investments and Continuation Vehicles
Two contenders. One ring. As the next generation of private equity managers steps into the spotlight, which strategy lands the knockout for GP-LP alignment — co-investments or continuation vehicles?
Round by Round:
- Round 1 — Tale of the Tape
- (Co-Investments enter first) Why are emerging managers often well positioned to generate attractive co-investment opportunities?
- Round 2 — The Challenger Steps In
- (Continuation Vehicles) Should emerging managers pursue CVs? How can that impact fundraising? (CV throws its first real punch.)
- Round 3 — Know Your Opponent
- What characteristics make a portfolio company a candidate for a continuation vehicle? (Scouting report — what CV is actually built to do.)
- Round 4 — The Direct Exchange
- Will CVs reduce the need for co-investments? (The two strategies trade blows head-to-head — is this a zero-sum fight or can both stay standing?)
- Round 5 — Judges’ Scorecard
- How should LPs approach decisions for continuation vehicles and co-investments? (The judges weigh in on both fighters.)
- Round 6 — Rules of Engagement
- What alignment mechanisms are most important when underwriting these transactions? (The referee’s rulebook — keeping both fighters honest.)
- Round 7 — The Bigger Arena
- How has the rapid growth of GP-led secondaries changed the relationship between managers and their investors? (Zooming out — the crowd, the stakes, the whole arena has changed.)
- Round 8 — Final Bell
- What trends do you expect over the next five years for emerging managers, co-investments, and continuation vehicles? (The decision — split, unanimous, or a rematch already brewing?)
Absolute Return Strategies
One-on-one on the Richter Scale
David Richter, Chair of GCM Grosvenor’s Absolute Return Strategies Investment Committee, returns for his annual one-on-one conversation with a leading hedge fund investor. This candid discussion will explore today’s evolving investment landscape, the opportunities and risks shaping markets, and the lessons learned from building, scaling, and sustaining a differentiated investment platform. Expect a wide-ranging conversation spanning markets, strategy, firm evolution, and what it takes to remain competitive through changing market cycles.
5:00pm - 6:00pm
Invite Only Reception
6:00pm - 9:00pm
SEM Consortium 2026 Reception
Thursday, October 29, 2026
8:30am - 10:00am
General Breakfast
8:00am - 9:00am
VIP Connect brings together LPs, consultants, and emerging managers for structured one-on-one conversations in a relaxed, informal setting — focused on investment programs, strategies, and fit. No pitches, just meaningful dialogue.
Note: These introductory meetings are intended for information exchange and relationship-building only.
15-Minute Meetings, 5-Minute Transitions
8:00AM – 8:15AM
8:20AM – 8:35AM
8:40AM – 8:55AM
9:15am - 10:00am
Investing in Transformational Times
Large institutional investors are navigating a period of rapid transformation while managing portfolios designed to deliver over decades. From AI and shifting energy demands to evolving markets and economic conditions, the pace of change is challenging investors to balance near-term opportunities with long-term objectives.
This conversation will explore how some of the world’s largest institutional investors are navigating that tension—where they are evolving their approach, where they are maintaining conviction, and how they are positioning portfolios today with an eye toward the decades ahead.
10:20am - 11:05am
General Session: Wealth Management
The Evergreen Opportunity: Reshaping Private Markets Access
Semi-liquid vehicles have grown nearly 5x since 2015, with assets climbing from roughly $96B to $457B over the past decade. Evergreen structures have emerged as a preferred on-ramp into private markets for the wealth channel, outpacing nearly every other product category in alternatives. This panel will unpack the case for evergreen products from three vantage points – structuring and mechanics, platform/distribution, and the latest advisor research — to give wealth advisors a practical, end-to-end view of why these vehicles matter, how they work, and what to look for when evaluating them for clients.
Infrastructure
Choosing the Right Path: Accessing Infrastructure Through Closed-End Funds, Retail Funds, and Separately Managed Accounts
As infrastructure continues to attract investor interest amid heightened demand for resilient, income-generating, and inflation-aware assets, investors have more ways than ever to access the asset class. This panel brings together experienced institutional infrastructure investors to discuss the merits of the industry’s primary investment structures—closed-end private funds, retail funds, and separately managed accounts (SMAs). Drawing on their respective perspectives, panelists will explore how each approach addresses key considerations such as liquidity, governance, portfolio customization, diversification, deployment pace, reporting, and operational complexity. While each structure serves different investor objectives and constraints, all provide compelling avenues for building long-term exposure to essential infrastructure assets. Attendees will gain practical insights into the trade-offs among these investment vehicles, learn which structures may be best suited for different types of investors, and better understand why infrastructure continues to play an increasingly important role in institutional portfolios.
Private Equity
Real Life Succession: Why Great Founders Leave, and Why They Stay
A candid look at the two paths available to top investors at established PE firms: build the internal architecture that lets a firm outlast its founder or spin out and build something new — and what separates the managers who get either path right from the ones who don’t.
Every established firm eventually faces the same critical decision point. Some engineer a next-generation transition from within — investing years in hiring philosophy, team composition, and cultural scaffolding so the firm’s edge survives a change in leadership. Others watch their best people conclude the more rational move is to leave and build their own shop. Neither path is inherently right; both can produce great outcomes, and this panel will dissect what separates a successful internal transition from a successful spinout, and why the same underlying dynamics — economics, governance, culture, trust — determine which way a given firm and person go.
11:20am - 12:05pm
Absolute Return Strategies
Rewiring the Investment Process: How Hedge Funds Are Building With AI
AI’s role in the investment process has moved well beyond screening and summarization. What began as a productivity layer has evolved into something more foundational, reshaping how managers generate ideas, evaluate information, and assess investment performance. This panel brings together hedge fund managers to discuss how they are actively investing in their own businesses through AI, from tools that accelerate idea velocity and sharpen research workflows to approaches that help evaluate investment team performance and decision-making quality. The conversation will also explore what this evolution means beyond the portfolio, how the same forces reshaping how managers run their firms are playing out across industries and markets, and what that means for where opportunity and risk are found.
Credit
Where Conviction Meets Opportunity
What opportunities are top private credit managers pursuing today? In this fast-paced session, several managers will each present a compelling investment idea, offering attendees an inside look at current market dynamics, underwriting considerations, and the themes shaping their portfolios.
Real Estate
7 is the New 3: What it will take to compete in the current real estate environment.
12:20pm - 1:45pm
About ShawnHide bio
2:00pm - 3:00pm
Closing Remarks & Dessert Networking Reception
Top-Tier Content
Leadership Council
The Leadership Council helps to shape the event’s agenda and move the program forward.
