MasterClassTM

Capital Roundtable

Partial List of
Past Attendees

Advent International

Atlantic Street Capital

AXA Private Equity USA

Chart Group LP

Clearlake Capital Group

Cleary Gottlieb Steen & Hamilton

Cogent Partners

Constitution Capital

Corinthian Capital Group

Court Square Capital

Dewey & LeBoeuf

Edelman Public Relations Worldwide

Fried Frank Harris Shriver & Jacobson

GE Asset Management

GI Partners LLP

Glenmede Trust Co. NA

Global Infrastructure Partners

Golden Gate Capital

GoldenTree InSite

Gulf Capital

Halyard Capital

Ineo Capital

IntraLinks Inc.

Juniper Capital Group

Latham & Watkins

Morgan Stanley Alternative Investment

Needham & Co.

Nottngham Capital

Park Hill Group

Paul Capital Investments

PCG Asset Management

Permit Capital

Pomona Capital

Preqin Ltd.

Pricewaterhouse

Probitas Partners Inc.

Process Management Group LLC

Proskauer Rose

Qad Partners

Rho Capital Partners Inc.

Riverside Co.

Rumson Consulting

Safeguard Scientifics

Technology Crossover Ventures LP

Association Partners

Research Partners

Media Partners

 

The Deal

Buyouts

Capital IQ

 

Clear the date October 28 on your calendar!

CLICK HERE now to register before it's too late!

An All-NEW MasterClass™

On Private Equity & Mezz Investing

In Middle-Market Consumer & Retail Companies

 

Consumer & Retail Companies --
Where More & More Private Equity Investors

Are Finding Significant Opportunities

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Richard N. Baum, Managing Partner

Consumer Growth Partners

 

Featuring 20 Expert Speakers Including --

  • Timothy B. Armstrong, H. I. G. Capital LLC
  • Ronald Beegle, Goode Partners LLC
  • Jonathan Bond, Tomorrow Holdings Ltd.

  • William D. Busko, Consensus Advisors

  • Bart J. deBie, Prospect Capital Corp.
  • Theodore M. Chasanoff, CBIZ MHM LLC
  • Simon Graj, Graj+Gustavsen Inc.
  • Jennifer Herber, Stephens Inc.
  • Mike Kelly, Brand Value Advisors Inc.
  • Daria Z. Killebrew, Analysis Group Inc.
  • Mickey Klein, Astor Group LLC
  • Charles Larkin, Webster Capital
  • Stephen M. Lebowitz, Topspin Partners LBO LP
  • Jon E. Mansfield, Praesidian Capital LLC
  • Greg J. Pappas, Berkshire Partners LLC
  • Jeffrey M. Perlman, LNK Partners
  • Ira Starr, Long Point Capital Inc.
  • Dana Telsey, Telsey Advisory Group
  • David S. Yarnell, Falconhead Capital LLC

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, October 28, 2010

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

Contrary to popular belief, cash registers are ringing.

 

Perhaps not in every store and every location. But the “Sale” button is being pressed more times than many investors realize for niche brands and smartly-targeted product categories that are in tune with current consumer preferences.

 

For private equity investors, this is too good a situation to pass up. Representing approximately 2/3 of the U.S. economy, the consumer and retail sector is so enormous that just one small niche can represent a billion-dollar business in and of itself. And with so many fragmented sub-sectors, there is no shortage of opportunities where middle-market investors can get an edge.

 

So even during the past year of lower consumer confidence, success stories abound. From the specialty pet treats of Three Dog Bakery to the über-cool headphones and earbuds of Skullcandy -- and in narrow segments such as luxury items, off-price fashion, and Hispanic products -- brands with a compelling reason to exist are thriving.

 

These niche brands are taking prime shelf space away from long-established manufacturers. You’ll find them in the aisles of Target, Macy’s, and other giants looking to bring fresh, unique choices to their shoppers. Plus, their companies are often available to private equity investors at attractive prices.

 

The shopping trends of this new decade are (right now) being defined by groups that include ethnic consumers, baby boomers, and health-and-wellness seekers. These shoppers still make over 80% of their purchases at bricks-and-mortar store locations. 

 

Existing vacancies at malls and lifestyle centers are now available at extremely favorable leasing rates. So the opportunity is prime for well capitalized growth retailers.

 

And the lending environment for retail and consumer companies remains relatively healthy, with junior capital -- especially from mezzanine lenders -- in ready supply.

 

If you’ve been waiting for retail sales to hit bottom… they already have. Since July 2009, retail sales have steadily improved. According to Preqin, consumer and retail deals in the first half of 2010 reached $5.75 billion -- already outstripping the low-water mark of $4.18 billion for all of 2009. 

 

Consumer and retail companies have a predictable growth trajectory, so the relatively low risk of the industry means it will never completely go away. Consumer spending in most years fluctuates between -5% and +5% compared to other sectors that can fluctuate -20% to +20%.

 

So put aside the herd thinking -- the smartest investors already have, and they’re all the happier for it. This is the right time to double down on the consumer and retail sector, and you’ll understand exactly which tactics to follow when you attend The Capital Roundtable’s full-day conference on consumer and retail investing --

 

Consumer & Retail Companies --
Where More & More Private Equity Investors

Are Finding Significant Opportunities

This all-new conferenceon Thursday, October 28, in New York is our first consumer and retail sector-focused conference in three years -- a period of boom, bust, and once again boom. Middle-market investors who carefully comparison shop can expect to find attractive investment opportunities in 2010 and 2011, with far less volatility than found in other sectors.

 

We’ll help you take advantage of changing consumer preferences. Discover the branding strategies that fit today’s economic times. And identify the deals that combine solid opportunity with a fair price.

 

And with sales dear to the hearts of consumers and retailers alike, The Capital Roundtable is no different. Sign up now for this all-new MasterClass to receive our special Early Bird Discount -- a generous savings of $400!

 

Your Chance to Get the Jump on Other Middle-Market Investors.

 

This all-new conference is exceptionally timely, because consumer and retail opportunities have seldom been as potentially rewarding as they are right now. You simply cannot afford to ignore this sector, with so many companies that already offer excellent products now in search of capital.

 

To bring you real-life examples and real-world expertise, we’re delighted that our chairman will be Richard Baum, Managing Partner of Consumer Growth Partners in New York. With offices in White Plains and Kansas City, Consumer Growth Partners is a leading private equity firm focusing exclusively on investing in specialty retail and branded consumer products companies. CGP currently has five portfolio companies and on average has made one investment every six months since the end of 2007, this during the most trying economic period in the U.S. during the last 80 years.

 

Richard is one of the retail financial community’s most prominent voices. Before co-founding CGP in 2005, he spent over 15 years as one of Wall Street’s leading equity research analysts at Credit Suisse First Boston, Goldman Sachs, and Sanford C. Bernstein. He was consistently ranked at the top of the annual Institutional Investor and Greenwich Associates polls for most of his years on Wall Street. 

 

He led nine initial public offerings and six secondary offerings for many companies, including Abercrombie & Fitch, Build-A-Bear Workshop, Cabela's, Fila, Gymboree, Life Time Fitness, Talbots, Urban Outfitters, Yankee Candle Co., and Zale Corp.

 

Previously, Richard spent six years in the merchandising organization at Bloomingdale’s. He began his career as a consultant with The Boston Consulting Group. He holds degrees from the University of Michigan and Harvard Law School.

 

An Impressive Collection of 20 Industry Specialists.

 

Along with Richard, you’ll hear from 20 noted PE experts in the consumer goods and retailing categories, including GPs, portfolio company operating executives, investment bankers, lenders, consultants and more. They will all be sharing their triumphs, disappointments, and the stories behind them -- so you can truly learn from the masters.

 

Four panel discussions will provide exceptionally current information on getting consumer and retail deals done in this environment, as well as adding value to your current portfolio holdings. Register now, and you will be ready to take away answers to important questions like these --

 

  • What companies and brands are enjoying success amid lower consumer confidence, and why?
  • Where do the best opportunities lie for consumer and retail investors? How do you identify favorable niche areas and selling propositions?
  • How is e-commerce challenging bricks-and-mortar stores? What opportunities have been created by the retail real estate market slowdown?
  • What are the key branding challenges facing today’s consumer and retail companies?
  • Should you be concerned about customer concentration, or can you work things to your advantage?
  • How do you evaluate retail details today? What metrics should you consider? What valuation guidelines should you use?
  • What is the outlook for financing deals? Are senior lenders approachable, or is junior capital more available?
  • What long-term trends may completely shake up the consumer and retail marketplace?
  • How do you make bulletproof plans for an exit? What time horizons are realistic?
  • And much, much more.

 

Make the Relationships That Make Deals Happen.

 

Not the least of our full-day conference benefits is the exceptional networking opportunity we provide. We’ve built in plenty of time where you can connect with fellow attendees and featured speakers, including session breaks and an open lunch. So if you don’t already have a deep list of consumer and retail industry contacts, register now and ensure your seat.

 

You should attend this conference if you are a --

 

  • GP or LP looking to invest in consumer products and retail companies.
  • New PE firm considering the consumer and retail industry.
  • Hedge fund manager or venture capitalist interested in this specialized space.
  • Partner or operating executive of a consumer or retail portfolio company.
  • Lender seeking participation in consumer and retail transactions.
  • Investment banker pursuing deals with consumer and retail companies.
  • Attorney or advisor representing consumer and retail companies.
  • Executive search professional recruiting for the PE industry.

 

Remember, register with our Early Bird Discount by September 17, 2010 and you’ll save $400 off our standard fee! Please make your reservation now so you’re not disappointed. We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Dana DeMattia at 212-832-7333 ext. 102 or ddemattia@capitalroundtable.com.

 

This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community. For more information about The Capital Roundtable’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • Richard N. Baum, Managing Partner, Consumer Growth Partners

Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

  • Timothy B. Armstrong, Managing Director, H. I. G. Capital LLC
  • Ronald Beegle, Partner, Goode Partners LLC
  • Jonathan Bond, Chief Executive Officer, Tomorrow Holdings Ltd.

  • William D. Busko, Managing Director, Consensus Advisors

  • Bart J. deBie, Managing Director, Prospect Capital Corp.
  • Theodore M. Chasanoff, Managing Director, CBIZ MHM LLC
  • Simon Graj, Founding Partner, Graj+Gustavsen Inc.
  • Jennifer Herber, Managing Director, Stephens Inc.
  • Mike Kelly, Chief Operating Officer, Brand Value Advisors Inc.
  • Daria Z. Killebrew, Vice President, Analysis Group Inc.
  • Mickey Klein, Managing Director, Astor Group LLC
  • Charles Larkin, General Partner, Webster Capital
  • Stephen M. Lebowitz, Managing Director, Topspin Partners LBO LP
  • Greg J. Pappas, Operating Partner, Berkshire Partners LLC
  • Jeffrey M. Perlman, Partner, LNK Partners
  • Jon E. Mansfield, Managing Director, Praesidian Capital LLC
  • Ira Starr, Managing Director, Long Point Capital Inc.

  • Dana Telsey, Chief Research Officer & CEO, Telsey Advisory Group
  • David S. Yarnell, Operating Partner, Falconhead Capital LLC

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Schedule

MasterClass
07:30 - 08:30

08:30 - 09:00

09:00 - 09:45

09:45 - 10:30

10:30 - 11:00
11:00 - 12:15

12:15 - 01:15
01:15 - 02:15

02:15 - 03:15

03:15 - 03:30
03:30 - 04:30

05:00

  

Thursday, October 28, 2010
Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- “The Evolving Consumer & Retail Landscape --

How the Economy is Impacting PE Investors’ Expectations”

Chairman’s Keynote -- “What to Look for in Buying & Owning Consumer & Retail Companies”              

Coffee & Networking Break

First Panel -- “Why We Do It, What We’ve Learned --

Winning Strategies for 2011 from Four Prominent Private Equity Investors”

Networking Luncheon

Second Panel -- “Navigating the Science of Brands & Branding --

Best Practices for Identifying the Successful Strategies For Superior Returns”

Third Panel -- “The Before & After of Consumer & Retail Deals --

Best Practices for Executing & Financing Investments”

Coffee & Networking Break

Fourth Panel -- “Exiting Consumer & Retail Investments --

How to Prepare -- & Where to Find the Best Liquidity Opportunities in 2011”

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- save $400 off the standard fee! Register by Friday, September 17, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, October 8, and the fee for the MasterClass is $1195.
  • After that, the standard fee is $1395 for the MasterClass.
  • At the door, if space is available, the fee is $1495 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Shaina Mardinly smardinly@capitalroundtable.com or 212-832-7333 ext 103.


Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>


You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card.  (If you need to cancel, please do so by Thursday, October 21, at 5:00pm, and we will credit you for a future MasterClass.)


From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question?  Please contact Shaina Mardinly at 212-832-7333 ext.103 or by email at smardinly@capitalroundtable.com.

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Location

The University Club

Council Room -- Seventh Floor

One West 54 Street (at 5th Avenue)

New York City

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Dana DeMattia at 212-832-7333 or by email at ddemattia@capitalroundtable.com.

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