MasterClassTM

Capital Roundtable

Co-Host

Sponsors

Partial List of
Past Attendees

ACI Capital Co. LLC

AH&T Insurance

AlixPartners LLC

Alliance Holdings Inc.

Aon Risk Services

Ariba Inc.

Arlington Capital

Arsenal Capital Partners

Athenian Venture Partners

BBK Ltd.

Bison Partners

Blue Ridge Partners

Blue Wolf Capital

Boston Consulting Group

Branford Castle Inc.

Capital Growth Advisors

Catterton Partners

Centerview Partners LLC

Cerberus Operations
& Advisory Co. LLC

Charter Oak Equity

CMH Partners

ConJoin Group LLC

Credit Suisse Securities

Crescendo Partners LP

Crowe Horwath LLP

Diamond Castle

Emdeon Business Services LLC

Enhanced Capital

FTI Palladium Partners

General Atlantic LLC

Goldman Sachs Group

Graham Partners Inc.

GTCR Golder Rauner

Hamilton Lane

Heidrick & Struggles

InEnTec LLC

InvAscent Advisory Services India Pvt. Ltd.

Invesco Private Capital

Irving Place Capital

Jones Lang LaSalle Inc.

Jordan Co. LP

Keystone Capital Inc.

KKR Capstone

Kohlberg & Co. LLC

Lake Capital

LINX Partners LLC

Lucas Group Inc.

Lyceum Capital Partners

Madison Capital Funding

Milestone Partners

Monomoy Capital

Morgan Stanley

Needham & Co. LLC

Northgate Capital LLC

Paul Weiss

PMC Treasury Inc.

Riverside Co.

SageView Advisors LLC

Saw Mill Capital LLC

Teachers' Private Capital

Thomas H. Lee Partners

TIAA-CREF

Tiltmann Associates

U. S. Foodservice Inc.

Welsh Carson

Association Partner

Research Partners

Media Partners

 

The Deal

Buyouts

Capital IQ

Clear the date September 23 on your calendar!

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

Fifth Semi-Annual MasterClass™

On Overseeing Middle-Market

Private Equity Portfolio Companies

 

Managing Your Portfolio Companies

In an Improving Economy --

Maximizing Value & Preparing for Exits

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Gary S. Matthews

Managing Director & Operating Partner

Morgan Stanley Private Equity

Featuring 20 Expert Speakers

  • Varun Bedi, Tenex Capital Management
  • Elena Lytkina Botelho, ghSMART & Co. Inc.
  • Lisa J. Donahue, AlixPartners LLP
  • Anthony F. Ecock, Welsh Carson Anderson & Stowe LP
  • Simon J. Francis, Lancor
  • Doron D. Grosman, Court Square Capital Partners
  • Arnab K. Gupta, Opera Solutions LLC
  • Tamas Hevizi, SAP America Inc.
  • Aamir Husain, KPMG LLP
  • John F. Klein, Citi Private Equity
  • William P. Lovallo, KPMG LLP
  • Laurence Lubin, Lubin Lawrence Inc.
  • Alexander D. Lynch, Weil Gotshal & Manges LLP
  • Pericles G. Mazarakis, Thomas H. Lee Partners LP
  • Michael A. Noonan, RBC Capital Markets Corp.
  • Greg J. Pappas, Berkshire Partners LLC
  • John S. Rose, Boston Consulting Group Inc.
  • Mark Scherzer, Morgan Stanley
  • Peter K. Shea, former President, Icahn Enterprises
  • Gary M. Stibel, New England Consulting Group
  • Andrew P. Trigg, HSBC Capital (USA) Inc.
  • Darren C. Wallis, Guggenheim Venture Partners LLC

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, September 23, 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 |

In the current post-crisis environment, managers and directors of private equity firms’ portfolio companies have a considerable task on their hands -- increasing revenues and managing costs while at the same time preparing for a sale down the road.

 

Is it achievable? Absolutely. And at this Capital Roundtable conference, you’ll learn the wide range of tactics that PE firms are pressing their portfolio companies to use to drive topline revenues, streamline operations, improve cash flow, and ready companies for sale or IPOs.

 

To chair this full-day conference, we’re pleased to have Gary Matthews, managing director and operating partner at Morgan Stanley Private Equity in New York. He and 20 other portfolio company experts will share the latest thinking about the evolving role of operating partners at PE firms. They’ll compare different approaches that PE firms take, and the pros and cons of each.

 

You’ll hear how portfolio companies are expanding their toplines by using tools ranging from customer relation management (CRM) and loyalty reward programs, to social networking and digital marketing, including search engine optimization.

 

You’ll also get to explore leveraging organizational skills to find new business opportunities, licensing fallow brands, and using the latest software for operations improvement and demand forecasting.

 

You’re going to get the latest thinking on supply chain management, adopting more sophisticated IT systems/software, and benchmarking costs vs. competitors.   

 

And you’ll learn what the leading PE firms are doing to drive cross-portfolio synergies. For example, more and more are exploring ways to pool purchasing among sister portfolio companies to drive volume discounts on insurance premiums, shipping costs, IT, and telecommunications. 

 

What’s more, the leading firms are increasingly focused on cash flow management as they prepare their portfolio companies for exits in 2011 and 2012. This conference will cover the nuances of managing in the final months before the exit, preparing for a road show, and using current valuation techniques. 

 

Importantly, this event will also spend time on key personnel decisions. Topics like recognizing signs of when to change out managers, contingency planning, how to maximize the value of search firms in finding qualified portfolio management talent, and state-of-the-art compensation approaches will all be discussed by industry leading experts.

 

These are just some of the concepts and ideas that you’ll be able to consider after attending this conference. Once again we’re assembling a stellar group of industry management experts for at this all-new, full-day conference from The Capital Roundtable --

 

Managing Your Portfolio Companies

In an Improving Economy --

Maximizing Value & Preparing for Exits

 

By attending this conference on Thursday, September 23, in New York, you can hear how to plan the changes that can improve value today, and prepare for going public or changing hands.

 

And to show you how important we consider value creation, we’re offering a savings of $400 when you register now for this conference. Sign up today to receive our Early Bird Discount and assure yourself a seat!

 

You’ll benefit from answers to these questions --

  • With the economy set to improve, what software tools should you consider using to help portfolio companies enhance revenues, benchmark operations and valuations, and even to help manage your firm’s internal operations?
  • What steps should you be taking to assess your portfolio companies for IPO readiness? To prepare them for a successful IPO?  To manage trading after an IPO? 
  • What key strategies are other operating partners using to help protect companies’ top and bottom lines?
  • When should you add hands-on operating partners to your portfolio company management?
  • What specific cost-cutting steps are likely to pay dividends, and which can hold you back?
  • What demands can you expect from LPs on potential operational improvement?
  • Which contingency plans should you be making in case all hell breaks loose?
  • How do you determine downside risks in your portfolio, and how do you reduce potential effects?
  • And much, much more.

In addition, we’ve built in plenty of time between panels and over lunch when you can network with fellow attendees, sponsors, and our featured speakers -- so you can ask what’s on your mind and expand your base of contacts.

 

20 Leading PE Specialists Bring You a 360º View.

 

Gary Matthews is part of a team of Morgan Stanley professionals with significant expertise in structuring complex financial transactions and partnering with entrepreneurial management teams.

 

He has led several private equity backed companies, including Simmons Mattress, Sleep Innovations, and Raleigh Bicycles. He also has led several public company business units including Worldwide Consumer Medicines for Bristol Myers Squibb and he has served as UK managing director for Diageo/Guinness Ltd., and as president and CEO of Guinness Import Co. He also held senior management positions at PepsiCo, and began his career as a consultant and Senior Engagement Manager at McKinsey & Co.

Currently, Gary is chairman of the board for Tops Grocery and serves on the board of Learning Care Group. Prior to joining Morgan Stanley, Gary served on the boards of Molson Coors Brewing Co., Canyon Ranch, and Lenox China. He holds a BA, cum laude, from Princeton and an MBA with distinction from Harvard Business School.

 

Along with Gary, you’ll be able to learn from and share ideas with 20 portfolio company experts. Four all-new panel presentations will feature experienced operating partners, deal partners, and functional specialists who will help you make plans for operations, contingencies, and public sales.

 

We’ve designed this conference to benefit --

  • Operating partners who want to maximize the performance of their portfolio companies, and know how other firms are handling related issues.
  • GPs considering employing operating partners and helping them enact change.
  • Institutional investors or independent sponsors who want to better understand today’s operational considerations.
  • PE professionals who want to expand their skills beyond origination and financing.
  • Managing executives of portfolio companies who want to be proactive in boosting future returns.

Remember, register with our Early Bird Discount by August 13, and you’ll save $400 off our standard rate! So make your reservation now while space is still available.

 

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.

The Capital Roundtable is grateful to its co-host, KPMG, and its sponsors, Boston Consulting Group and Lancor, and SAP Business ByDesign for their help in producing this exciting 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

  • Gary S. Matthews, Managing Director & Operating Partner, Morgan Stanley Private Equity

Hosted By

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

Speakers

  • Varun Bedi, Managing Director, Tenex Capital Management
  • Elena Lytkina Botelho, Partner, ghSMART & Co. Inc.
  • Lisa J. Donahue, Managing Director, AlixPartners LLP
  • Anthony F. Ecock, Leader--Resources Group, Welsh Carson Anderson & Stowe
  • Simon J. Francis, Partner, Lancor
  • Doron D. Grosman, Operating Partner, Court Square Capital Partners
  • Arnab K. Gupta, Chief Executive Officer, Opera Solutions LLC

  • Tamas Hevizi, S.V.P.--Private Equity, SAP America Inc.
  • Aamir Husain, Partner-in-Charge, KPMG LLP
  • John F. Klein, Partner, Citi Private Equity
  • William P. Lovallo, Partner, KPMG LLP
  • Laurence Lubin, Co-Founder & President, Lubin Lawrence Inc.
  • Alexander D. Lynch, Partner, Weil Gotshal & Manges LLP
  • Pericles G. Mazarakis, Managing Director, Thomas H. Lee Partners LP
  • Michael A. Noonan, Managing Director, RBC Capital Markets Corp.
  • Greg J. Pappas, Operating Partner, Berkshire Partners LLC
  • John S. Rose, Sr. Partner & Managing Directo, Boston Consulting Group Inc.
  • Mark Scherzer, Executive Director, Morgan Stanley
  • Peter K. Shea, Principal, Peter Shea Consulting (former President, Icahn Enterprises)
  • Gary M. Stibel, Chief Executive Officer, New England Consulting Group
  • Andrew P. Trigg, Director, HSBC Capital (USA) Inc.
  • Darren C. Wallis, Venture Partner, Guggenheim Venture Partners LLC
  • Additional Speakers to be Announced

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Schedule

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45
09:45 - 10:30
10:30 - 11:00

11:00 - 12:15







12:15 - 01:15

01:15 - 02:15







02:15 - 02:30
02:30 - 03:30








03:30 - 04:30








05:00

  

Thursday, September 23, 2010
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Chairman's Keynote

Keynote Report -- Lancor & Boston Consulting Group Inc.

Coffee & Networking Break

First Panel -- Expanding the Top Line -- How Do You Increase Revenues Now That the Economy is Improving?"

Sample Discussion Topics --

  • Forecasting demand
  • Optimizing internet tools, e.g., search engines
  • Choosing social networking & loyalty programs
  • Enhancing brand values & licensing
  • Measuring customer satisfaction

Luncheon & Networking

Second Panel --Protecting the Bottom Line -- How Do You Manage Costs & Improve Cash Flow?"

Sample Discussion Topics --

  • Choosing IT systems & software
  • Pooling purchasing & volume discounts across portfolio companies
  • Customer relationship management
  • Benchmarking against competitors
  • Proactively managing supply chain

Coffee & Networking Break

Third Panel -- Facing the Worst Case -- What Do You Do When Things Get Really Tough?"

Sample Discussion Topics --

  • Pinpointing real causes of the problem
  • Picking most impactful options for turning tide quickly
  • Buying time with lenders (e.g., renegotiating covenants)
  • Setting realistic comp packages & repricing options
  • Choosing turnaround consultants

Fourth Panel -- Getting Ready to Exit -- How to Prepare for a Successful Public Offering or for a Sale of the Company?"

Sample Discussion Topics --

  • Setting realistic valuation goals
  • Reviewing for Sarbanes-Oxley compliance
  • Getting documents prepared
  • Understanding financial reform legislation
  • Planning for roadshows

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- save $400 off the standard fee! Register by Friday, August 13, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, September 3, 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, September 16, 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

College Hall -- First 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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