MasterClassTM

Capital Roundtable

 

Sponsors

Gerson Lehrman Group, Inc.

Partial List of
Past Attendees

ACI Capital Co. LLC

AlixPartners LLP

Alliance Holdings Inc.

Alterity Group LLC

American Beverage Corp.

American Securities

Capital Partners LLC

Ansell Holdings LLC

Aon Risk Services

ArcLight Capital Partners

Argo Inc.

Argosy Capital

Arlington Capital

Arsenal Capital Partners

Athenian Venture Partners

AxeaGroup Co. LLC

BBK Ltd.

Beekman Group LLC

Berkshire Partners

Beverage Portfolio

Bison Partners

Blue Ridge Partners

Blue Wolf Capital

BMO Capital Markets

Boston Consulting

Branford Castle Inc.

CAI Capital Management

Cantor Fitzgerald LP

Capital Growth Advisors

Capital IQ Inc.

Catterton Partners

Cedar Point Financial Services

Celerant Consulting

Centerview Partners

Cerberus Operations & Advisory Co. LLC

Charter Oak Equity

Citi Private Equity

CMH Partners

Court Square Capital Partners

Credit Suisse Securities

Crescendo Partners

Crowe Horwath LLP

Denham Capital Management LP

Dow Lohnes PLLC

Egon Zehnder International Inc.

Emdeon Business Services LLC

Emerald Technology Ventures Inc.

Enhanced Capital

Ernst & Young LLP

FD Americas

FTI Palladium Partners

GEN3 Partners Inc.

General Atlantic LLC

ghSMART & Co. Inc.

Goldman Sachs

Graham Partners Inc.

Grant Thornton LLP

GTCR Golder Rauner

Guggenheim Venture Partners LLC

H. I. G. Bayside Capital

Hamilton Lane

Heidrick & Struggles

Hillside Management

HSBC Capital (USA)

iLevel Solutions

InEnTec LLC

InLine Strategies LLC

InvAscent Advisory

Services India Pvt.

Invesco Private Capital

Irving Place Capital

Jones Lang LaSalle

Jordan Co. LP

Keystone Capital Inc.

Kimera Consulting

KKR Capstone

Kohlberg & Co. LLC

KPMG LLP

Lake Capital

Lancor

LC Consulting

LINX Partners LLC

Littlejohn & Co. LLC

Lucas Group Inc.

Lyceum Capital Partners

Madison Capital Funding

Martelli & Associates

McGladrey

Mercon Corp.

Mercuri International

Milestone Partners

Monomoy Capital

Morgan Stanley Private Equity

New England Consulting

Newmark Knight

Frank Capital Group

NextBridge Group LLC

Northgate Capital LLC

OMERS Private Equity

Ontario Teachers' Pension Plan

Opera Solutions LLC

Parthenon Group LLC

Paul Weiss

Peter Shea Consulting

Plex Systems Inc.

PMC Treasury Inc.

RBC Capital Markets

Renee Fellman & Associates

Riverside Co.

Riverside Risk Advisors

RMP Group LLC

Ropes & Gray LLP

Rubicon Acquisitions

Safeguard Scientifics

SageView Advisors

Sankaty Advisors LLC

SAP America Inc.

Saw Mill Capital LLC

Schwalm Consulting

Sherborn Ventures

Silver Point Capital LP

Snow Phipps Group

Sterling Capital Partners

Teachers' Private Capital

Tenex Capital Management

Thomas H. Lee Partners

Tiltmann Associates

TMW Enterprises Inc.

Tompkins Associates

Transcend Consulting

Triangle Venture Partners LLC

U. S. Foodservice Inc.

Unlimited Horizons Inc.

Velocity Express Corp.

VO2 Partners

VSA Consulting Group

Wall Street Transcript

Weil Gotshal & Manges

Welsh Carson

 

Association Partners

 

Research Partners

Capital IQ

mergermarket

Media Partners

The Deal

 

 

 

 

 

 

Clear the date September 22 on your calendar!

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

Encore MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

 

Overseeing PE Portfolio Companies

When Markets Are Volatile

Tools, Techniques, & Talents for Finding
Silver Linings in Today’s Cloudy Outlook

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Greg Pappas, Operating Partner

Berkshire Partners

 

Featuring 20 Expert Speakers Including --

  • Scott A. Bontempo, Welsh Carson Anderson & Stowe LP
  • Marc C. Cenedella, TheLadders.com
  • Christopher J. Conti, Lancor
  • John M. Dupuy, H. I. G. Bayside Capital
  • J. P. Flaum, Green Peak Partners
  • Edward R. Hatfield, Solebury Capital LLC
  • Brett J. L'Esperance, Sankaty Advisors LLC
  • Michael Lank, OMERS Private Equity
  • Alexander D. Lynch, Weil Gotshal & Manges LLP
  • Pericles G. Mazarakis, Thomas H. Lee Partners LP
  • Mark McCall, FTI Consulting
  • William McCracken, BrainNet Supply Management Inc.
  • Jason Park, Bain Capital LLC
  • Liza A. Schibuk-Boyd, Highbridge Principal Strategies LLC
  • Erik A. Scott, Palladium Equity Partners LLC
  • Melisee Shaban, Chrysallis Management Group
  • Michael Smith, Blue Ridge Partners Management Consulting LLC
  • Matthew K. Umscheid, Parthenon Capital Partners
  • Richard Vitaro, AlixPartners LLP
  • Morgan Yeates, Yeates HR Strategy & Advisory

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, September 22, 2011

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 |

Today’s worldwide market volatility is beginning to wreak havoc on the middle-market private equity community. 

 

On the one hand, it’s jeopardizing plans for exits, because operating partners are more and more worried about having to carry portfolio companies longer than they originally anticipated. 

 

And of course, it’s stressing out investment teams who are more and more worried about going forward with new deal opportunities. 

 

Both issues mean a redoubled focus on methods and opportunities for growing bottom-lines and protecting valuations.  For example, operating partners say that cost containment is being trumped by a more outward focus on such issues like how to optimize pricing strategies… how properly to balance organic vs. inorganic growth… even how to evaluate adjacency opportunities. 

 

          This environment is tricky, and you need to know how to identify and execute best

          practices to bolster and boost your portfolio companies’ performance. 

 

          So you need to check in at The Capital Roundtable’s intensive full-day encore

          conference on Thursday, September 22, in New York, and join the conversation

          about how to position your companies for the heavy weather that the 2012

          marketplace is going to bring.

 

          And remember a specific best practice past attendees have used -- make your

          reservation today, and you’ll receive our special Early Bird Discount -- a generous

          savings of $400!

 

Overseeing PE Portfolio Companies

When Markets Are Volatile --

Tools, Techniques, & Talents for Finding
Silver Linings in Today’s Cloudy Outlook

 

As our chairman, we’re delighted to welcome a popular speaker from our past conferences, Greg Pappas, Operating Partner at Boston-based Berkshire Partners, a leading private equity firm with a 25-year track record of success plus $6.5 billion of committed capital.

 

Greg is responsible for overseeing Berkshire’s portfolio support activities.  He was previously a senior partner at The Parthenon Group where he managed its private equity practice, chaired its business development committee, and was a member of its executive committee.  

 

Prior to joining Parthenon, Greg was with Deloitte's audit and financial services group where he advised on mergers and acquisitions, as well as the organization of control, cost management, and reporting systems.  He holds a BS from Lehigh University and an MBA from Harvard Business School.

 

20 Portfolio Company Experts Bring You a 360˚ Perspective

 

          Along with Greg, our four all-new panel discussions will feature 20 smart operating           partners, deal partners, and functional specialists who will help you take steps to

          protect value today and prepare for sales and IPOs down the road.  

 

          They will share their real-world perspectives, lessons learned, and industry outlooks,

          including insights on managing their own past and present portfolio companies.

 

Remember, fixing your airplanes at 30,000 feet can be detrimental.  What you really need are specific initiatives and performance indicators.  So it’s vital to know which tracking processes can support your agenda.

 

And increasing bottom lines takes vigilance.  Supply chains are being proactively managed.  Service partners are being challenged to add more value.  Even pooled purchasing across portfolio companies is being totally revisited.

 

What’s more, operating partners and advisors are spending more time on the human capital side of their portfolio companies.  It’s estimated that a third of all newly-hired CEOs fail, costing businesses tens of millions of dollars in value destruction.

 

You’ll also want to hear the key issues involved with building top teams.  The efforts you use to de-risk hiring are invaluable in building portfolio companies.  From assessment tools to coaching programs, this conference will help you avoid costly mistakes that you could avoid -- to eliminate failure and sustain growth.

 

And you’ll discover ways of finding top-tier talent, communicating with boards, partners, and advisors, and monitoring grapevine chatter.  

 

          This conference will also cover the current challenges with preparing your companies

          for successful exits.  There’s a long list of things that you may not always get from your

          investment bankers, and you need this information to protect your own interests when

          selling a company

 

So we’ll explain how to deal with the waiting game by setting realistic valuations, avoiding compliance problems, and minimizing business distraction.

 

You’ll learn tactics for picking the right pathways while avoiding the pitfalls, including how to properly prepare for road shows or investor presentations.  You’ll hear how to avoid major errors like having too few members of the leadership team participate (or worse, a CEO solo performance).  Over‑reliance on your investment banker to prepare your document, so there’s plenty of data but not enough material substance.  Or not articulating a multi-year look at this choppy world-wide economy.

 

Register now for the answers to these relevant questions and others --

 

  • How can you evaluate adjacencies for their likely growth potential?
  • What processes can help you exceed your revenue growth goals?
  • Which techniques work best for enhancing operational effectiveness?
  • What key strategies can help protect your portfolio companies’ top and bottom lines?
  • What specific cost-cutting steps can pay recurring dividends, and which are overused and underwhelming?
  • When does it pay to add hands-on operating partners to current portfolio company management?
  • How can you make the right hires for CEOs, CFOs, and other senior executives?
  • What are the best practices for acclimating new executives to your companies?
  • What social networking applications are seeing the most traction among PE firms?
  • Are there software tools available that can assist with human capital needs -- performance tracking, senior manager evaluation, and other aspects?
  • What steps can you take to assess your portfolio companies for IPO readiness?
  • How can you build traction with road shows and management presentations?
  • And much, much more.

Plus Another Important Human Element -- Connections

 

Our portfolio companies conferences are well known for their excellent networking opportunities.  The day’s agenda includes planned session breaks and an open lunch where you can exchange ideas and business cards with fellow attendees and featured speakers.

You should attend this MasterClass if you are an --

 

  • Operating partner who wants to maximize the performance of your portfolio companies, and know how other firms are handling related issues.
  • GP considering employing operating partners and helping them enact change.
  • Institutional investor or independent sponsor who wants to better understand today’s operational considerations.
  • PE professional who wants to expand your skills beyond origination and financing.
  • Managing executive of a portfolio company who wants to be proactive in boosting future returns.

 

Remember, register with our Early Bird Discount by August 12, 2011, and you’ll save $400 off our standard fee!  Please make your reservation now while seats are available -- we don’t want you to be disappointed later.  We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Shaina Mardinly at 212-832-7333 ext. 0 or smardinly@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 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

 

The Capital Roundtable thanks Plex Systems Inc., FTI Consulting, Gerson Lehrman Group Inc., Lancor, and BrainNet Supply Management Inc. for sponsoring this outstanding event. It’s due in great part to their collaboration and support that we have the resources to make this event so worthwhile for you.

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Faculty

Chaired By

  • Greg Pappas, Operating Partner, Berkshire Partners

Hosted By

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

Speakers

  • Scott A. Bontempo, Senior Operating Executive, Welsh Carson Anderson & Stowe LP
  • Liza A. Boyd, Managing Director, Constellation Growth Capital
  • Marc C. Cenedella, Founder & CEO, TheLadders.com
  • Christopher J. Conti, Partner, Lancor
  • John M. Dupuy, Operating Partner, H. I. G. Bayside Capital
  • J. P. Flaum, Managing Partner, Green Peak Partners
  • Edward R. Hatfield, Co-Chief Executive Officer , Solebury Capital LLC
  • Brett J. L'Esperance, Executive Vice President, Sankaty Advisors LLC
  • Michael Lank, Managing Dir.--Operations, OMERS Private Equity
  • Alexander D. Lynch, Partner, Weil Gotshal & Manges LLP
  • Pericles G. Mazarakis, Managing Director, Thomas H. Lee Partners LP
  • Mark McCall, Americas Head of Strategic Communications, FTI Consulting
  • William McCracken, Founding Partner, BrainNet Supply Management Inc.
  • Jason Park, Vice President, Bain Capital LLC
  • Liza A. Schibuk-Boyd, Managing Director, Highbridge Principal Strategies LLC
  • Erik A. Scott, Managing Director, Palladium Equity Partners LLC
  • Melisee Shaban, Chief Executive Officer, Chrysallis Management Group
  • Michael Smith, Managing Director, Blue Ridge Partners Management Consulting LLC
  • Matthew K. Umscheid, V.P.--Operations, Parthenon Capital Partners
  • Richard Vitaro, Director, AlixPartners LLP
  • Morgan Yeates, GLG Council Member, Yeates HR Strategy & Advisory
  • Additional Speakers To Be Announced

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Schedule

 

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:30
09:30 - 10:45








10:45 - 11:15

11:15 - 11:45


11:45 - 12:45










12:45 - 02:00

02:00 - 03:00









03:00 - 03:30

03:30 - 04:30







04:30

  

Thursday, September 22, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote -- Engaging with Portfolio Companies

First Panel -- “Beating Revenue Growth Goals -- How Do You Ensure Success?”
Sample Discussion Topics --

  • Planning Processes and Techniques
  • Sources of Revenue Growth
  • Evaluating Adjacencies
  • Balancing Organic and Inorganic Growth
  • Measuring ROI of Growth Initiatives
  • Tracking and Project Management Practices

Coffee & Networking Break

Keynote #2 -- The New Marketing -- Driving New Business Growth Through ROI Driven Demand Generation
Second Panel -- “Increasing Bottom Lines -- How Do You Enhance Operations?"
Sample Discussion Topics --

  • Proven tools & techniques
  • Continuous improvement in action
  • Balance of process change vs spending discipline (ROI disciplines)
  • Prompt deployment of owned & outsourced technologies
  • Pooling purchasing & volume discounts across portfolio companies
  • Benchmarking
  • Proactively managing supply chains
  • Challenging service providers to add value

Luncheon & Networking
Third Panel -- “Delivering Successful IPOs & Sales -- How Do You Get Best Results from Bankers?”
Sample Discussion Topics --

  • Planning on the way in your exit
  • Measuring and selecting your window of opportunity
  • Picking your path & your partners
  • Major challenges & pitfalls
  • Setting realistic valuation goals
  • Earning it in Road shows or Management Presentations

Keynote #3 -- Secrets to Backing & Hiring the Best CEOs (while avoiding costly mishires)
Fourth Panel -- “Building Top Teams -- How Do You Assess, Motivate, & Keep Great People?”
Sample Discussion Topics --

  • Processes to find the right talent?
  • Best practices in assessments and executive on-boarding
  • What do PE boards (and members) not do well with Executives?
  • PE & CEO Human capital strategies
  • Measuring people performance & incentives

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, August 12, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, September 2, 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 0.


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, September 15 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.0 or by email at smardinly@capitalroundtable.com.

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Location

Private club in midtown Manhattan

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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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