MasterClassTM

Capital Roundtable

 

Sponsor

Partial List of
Past Attendees

ACI Capital Co. LLC

AH&T Insurance

AlixPartners LLP

Alliance Holdings Inc.

Alterity Group LLC

American Beverage Corp.

Ansell Holdings LLC

Aon Risk Services

ArcLight Capital Partners

Argo Inc.

Ariba Inc.

Arlington Capital

Arsenal Capital Partners

Athenian Venture Partners

AxeaGroup Co. LLC

BBK Ltd.

Berkshire Partners LLC

BET Networks / Viacom

Beverage Portfolio Co.

Bison Partners

Blue Ridge Partners

Blue Wolf Capital

Boston Consulting Group

Branford Castle Inc.

CAI Capital Management

Capital Growth Advisors

Catterton Partners

Cedar Point Financial Services

Centerview Partners LLC

Cerberus Capital Management LP

Cerberus Operations & Advisory Co. LLC

Charter Oak Equity

Citi Private Equity

CMH Partners

ConJoin Group LLC

Court Square Capital Partners

Credit Suisse Securities

Crescendo Partners LP

Crowe Horwath LLP

Denham Capital Management LP

Diamond Castle

Doral Money Inc.

Emdeon Business Services LLC

Emerald Technology Ventures Inc.

Enhanced Capital

Ernst & Young LLP

FTI Palladium Partners

General Atlantic LLC

ghSMART & Co. Inc.

Goldman Sachs Group

Graham Partners Inc.

GTCR Golder Rauner

Guggenheim Venture Partners LLC

H. I. G. Capital / Bayside Capital

Hamilton Lane

Heidrick & Struggles

Hillside Management LLC

HSBC Capital (USA) Inc.

iLevel Solutions

InEnTec LLC

InLine Strategies 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

KPMG LLP

Lake Capital

Lancor

LC Consulting

LINX Partners LLC

Littlejohn & Co. LLC

Lubin Lawrence Inc.

Lucas Group Inc.

Lyceum Capital Partners

Madison Capital Funding

McGladrey

Milestone Partners

Monomoy Capital

Morgan Stanley

Morgan Stanley Private Equity

Needham & Co. LLC

New England Consulting

Northgate Capital LLC

Opera Solutions LLC

Paul Weiss

Peter Shea Consulting

PHH Corp.

PMC Treasury Inc.

RBC Capital Markets Corp.

Renee Fellman & Associates

Riverside Co.

Riverside Risk Advisors

Ropes & Gray LLP

SageView Advisors LLC

SAP America Inc.

Saw Mill Capital LLC

Schwalm Consulting

Starfish LLC

Sterling Capital Partners

Teachers' Private Capital

Tenex Capital Management

Thomas H. Lee Partners

TIAA-CREF

Tiltmann Associates

U. S. Foodservice Inc.

Unlimited Horizons Inc.

Velocity Express Corp.

VSA Consulting Group

Wall Street Transcript Corp.

Weil Gotshal & Manges

Welsh Carson

Whitman Advisors LLC

Association Partner

Research Partners

Capital IQ

Media Partners

 

The Deal

Buyouts

 

 

 

 

 

Clear the date March 3 on your calendar!

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

ENCORE MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

Best Practices for Managing
Private Equity Portfolio Companies
In Today’s
Flat Tough Economy

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

 Chris Munro, Operating Partner

Snow Phipps Group LLC

 

Featuring 20 Expert Speakers Including --

  • Alexander Ayer, BMO Capital Markets Corp.
  • Jamie Barrette, Mercuri International
  • Jay N. Bartlett, Parthenon Group LLC
  • Roger E. Brinner, Parthenon Group LLC

  • Arthur J. Brohinsky, KKR Capstone
  • Stephen Crane, Ernst & Young LLP
  • James A. Datin, Safeguard Scientifics Inc.
  • John M. Dupuy, H.I.G. Bayside Capital & AirNet Systems

  • Daniel Finley, SAP America Inc.
  • Doron D. Grosman, Court Square Capital Partners
  • Patricia L. Hedley, General Atlantic LLC
  • Alan D. Hilliker, Egon Zehnder International Inc.
  • Chris E. Hughes, Sherborn Ventures LLC
  • John M. Jureller, General Atlantic LLC
  • F. Stephen Larned, Welsh Carson Anderson & Stowe LP
  • James M. Locker, LINX Partners LLC
  • Pericles G. Mazarakis, Thomas H. Lee Partners LP
  • Mark McCall, Financial Dynamics Ltd.
  • Greg J. Pappas, Berkshire Partners LLC

  • Thomas D. Twedt, Dow Lohnes PLLC
  • Gene Tyndall, Tompkins Associates Inc.

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, March 3, 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 |

Both financial pundits and private equity investors once expected that 2011 would usher in the long-awaited economic recovery.  

 

Instead, the reality is a flat economy, over-leveraged companies, and a tough growth market -- not exactly easy street for portfolio company management.

So since The Capital Roundtable held our last conference for operating partners of middle-market private equity firms, the private equity world has been in a holding pattern -- one likely to continue throughout 2011.  

 

Yet you still have companies to oversee, and continuing problems and challenges that require solutions.  What you need most is a roadmap for getting through a difficult year where margins are being squeezed, comps are unavailable, and IPOs will be few and far between.  The secondary market will prove to be equally challenging for value creation!

 

So make plans now to join us for our sixth semi-annual, full-day conference on overseeing middle-market private equity portfolio companies --

 

Best Practices for Managing
Private Equity Portfolio Companies
In Today’s Flat Tough Economy

 

This conference on Thursday, March 3, in New York -- chaired by Chris Munro, distinguished operating partner at Snow Phipps Group --  can help you create value and grow revenues by improving operating effectiveness and building high-performance teams.  You’ll hear the latest tactics that can help you protect your top and bottom lines throughout 2011 and 2012.

 

Over and above our planned content, we’ve included plenty of time over the day for making valuable contacts and connections.  You can meet and share ideas with fellow attendees and featured speakers during session breaks between panels and an open lunch.

 

What’s more, signing up early is a best practice that can net you immediate financial gain.  Make your reservation now, and you’ll receive our special Early Bird Discount -- a generous savings of $400!

 

20 Portfolio Company Experts Tell You What’s Working, And What’s Not.

 

The current economic climate suggests you may have to ramp up your involvement with portfolio companies, especially if you’ve only stuck to operations in the past. 

 

2011 will find operating partners taking active roles in board governance, corporate strategy, lender relationships, due diligence and other areas that can help create value.

 

If you’ve never had a balanced scorecard for a business, or you’ve never systematically thought about change management, these time-tested competencies can make a large difference over the next six months.

 

This conference is always a well-attended event, and we expect our first 2011 edition to be our most informative yet.  We’ll focus on how you roll up your sleeves and deal with the uncertainty that can otherwise stymie success.  And we’ll focus on the newest thinking on renegotiating debt, making acquisitions, selling into secondaries, and other techniques that merit close consideration.

 

As a proven international CEO, board member, and private equity partner, Chris Munro has designed, led, and repositioned billion-dollar service and manufacturing businesses in Europe, Asia, and North America.  He has built teams around investment theses, designed and executed high impact strategies, and created hundreds of millions of dollars of shareholder value.  Chris holds degrees from London Business School and the University of Glasgow.

 

Along with Chris, you’ll be in the company of 20 distinguished portfolio company experts.  Four all-new panel presentations will feature operating partners, deal partners, and functional specialists who will help you take steps to create value today and prepare for exits down the road.

 

Register now for the answers to these top-of-mind questions -- 

  • How do private equity companies engage best practices at the board governances level?
  • What is the right balance between daily/weekly operational governance and monthly/quarterly board governance?
  • With the economic recovery delayed, what are the key strategies portfolio companies can use to drive high value topline revenues?
  • What specific cost-cutting steps are most productive once the most difficult cuts have already been made?
  • Are there hardware enhancements such as IT solutions and CRM programs that offer quick payback?
  • How can you motivate existing teams for higher performance, and when should you bring in new guns?
  • What are the cautions to take when considering bolt-on acquisitions?
  • How do you make the call when today’s higher multiples are just too high?
  • Which short-term and long-range plans can you take to maximize your portfolio companies’ exit readiness?
  • What situations have other operating partners experienced that are directly relevant to your portfolio companies?
  • And much, much more.

 

Networking Opportunities That Enhance The Day’s Presentations.

 

You should attend this conference 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.
  • Private Equity 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 January 21, 2011 and you’ll save $400 off our standard fee!  Seats are available right now, but not for long, so 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 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 20 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

The Capital Roundtable thanks SAP Business ByDesign 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

  • Chris Munro, Operating Partner, Snow Phipps Group LLC

Hosted By

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

Speakers

  • Alexander Ayer, Managing Director, BMO Capital Markets Corp.
  • Jamie Barrette, V.P.--North America, Mercuri International
  • Jay N. Bartlett, Partner, Parthenon Group LLC
  • Roger E. Brinner, Partner & Chief Economist, Parthenon Group LLC
  • Arthur J. Brohinsky, Dir.--Portfolio Operations, KKR Capstone
  • Stephen Crane, Ernst & Young LLP
  • James A. Datin, E.V.P. & Managing Director, Safeguard Scientifics Inc.
  • John M. Dupuy, Operating Partner, H.I.G. Bayside Capital & CEO, AirNet Systems
  • Daniel Finley, Global Director, SAP America Inc.
  • Doron D. Grosman, Resource Partner, Court Square Capital Partners
  • Patricia L. Hedley, Managing Director, General Atlantic LLC
  • Alan D. Hilliker, Partner, Egon Zehnder International Inc.
  • Chris E. Hughes, Principal, Sherborn Ventures LLC
  • John M. Jureller, Senior Vice President, General Atlantic LLC
  • F. Stephen Larned, Senior Operating Executive, Welsh Carson Anderson & Stowe LP
  • James M. Locker, Operating Partner, LINX Partners LLC
  • Pericles G. Mazarakis, Managing Director, Thomas H. Lee Partners LP
  • Mark McCall, President & COO, Financial Dynamics Ltd.
  • Greg J. Pappas, Operating Partner, Berkshire Partners LLC
  • Thomas D. Twedt, Member, Dow Lohnes PLLC
  • Gene Tyndall, E.V.P.--Gbl Supply Chain Svcs, Tompkins Associates Inc.

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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








04:30

  

Thursday, March 3, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- Macro Overview

Chairman’s Keynote -- Chris Munro -- Sustainable Portfolio Company Performance -- Fact or Fiction?

Coffee & Networking Break

First Panel -- “Sustaining & Increasing Revenue -- What Practices Work Best in a Flat Economy?”  

Sample Discussion Topics --

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

Luncheon & Networking

Second Panel -- “Protecting & Increasing the Quality of the Bottom Line -- How Can You Enhance Operational Effectiveness?” 

Sample Discussion Topics --

  • Proven tools & techniques
  • Using balanced score cards
  • Continuous improvement in action
  • Prompt deployment of owned & outsourced technologies
  • Pooling purchasing & volume discounts across portfolio companies
  • Benchmarking
  • Proactively managing supply chains
  • Challenging service providers to add value

Coffee & Networking Break

Third Panel -- “Driving Portfolio Governance & Attracting High Performing Teams -- What Approaches Do You Have for Oversight & Motivation?”
Sample Discussion Topics --

  • Best-in-class PE board experiences
  • Managing relationships with board members & other stakeholders
  • Pace of portfolio oversight -- regimented or idiosyncratic?
  • PE & CEO Human capital strategies
  • Measuring people performance & incentives

Fourth Panel -- “Delivering a Successful Exit -- How to Prepare for a Public Offering or for the Sale of the Company” 

Sample Discussion Topics --

  • Planning on the way in your exit
  • Picking your path &  your partners
  • Major challenges & pitfalls
  • Setting realistic valuation goals
  • Showing well - Sarbanes-Oxley compliance

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, January 21, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, February 11, 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, February 24 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

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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