MasterClassTM

Capital Roundtable

Conference Partners

Association Partners

Research Partners

Partial List of
Past Attendees

Alaric Compliance Services LLC

Alterna Capital Partners LLC

Altus Capital Partners Inc.

American Appraisal Associates Inc.

American Industrial Partners

Atlas Merchant Capital LLC

Bridge Growth Partners LLC

Brightwood Capital Advisors LLC

Brynwood Partners LP

C3 Capital LLC

Castle Creek Capital LLC

Catalyst Investors

CFO Alliance

Christino Associates

Citi Private Bank

CohnReznick LLP

Corsair Capital LLC

Crestview Partners LP

Drinker Biddle & Reath LLP

Dubai International Capital LLC

EBY Enterprises Inc.

EisnerAmper Fund Services LLC

EisnerAmper LLP

Empire Valuation Consultants LLC

FdG Associates LP

Gen II Fund Services LLC

GoldPoint Partners LLC

Grant Thornton LLP

Green Ballast Inc.

Greenbriar Equity Group LLC

Griswold Home Care

Halyard Capital Management LLC

Heidrick & Struggles International Inc.

Huntsman-Lion Capital LLC

Huron Capital Partners LLC

LNK Partners LLC

McGladrey

Murray Devine & Co. Inc.

Nautic Partners LLC

New Mountain Capital LLC

Orangefield Columbus

Paine & Partners LLC

Pepper Hamilton LLP

Piedmont Fund Services Inc.

PitchBook Data Inc.

Plante & Moran PLLC

Pouschine Cook Capital Management LLC

Providence Compliance Associates LLC

Pt Capital

Riverside Co.

Rothstein Kass & Co. PC

Saw Mill Capital LLC

Searchlight Capital Partners

Silicon Valley Bank

SolomonEdwardsGroup LLC

State Street Corp.

SteelBridge Ventures Consulting

Summer Street Capital Partners LLC

Swayze LLC

Thomas H. Lee Partners LP

TZP Group LLC

VRC | Valuation Research Corporation

Welsh Carson Anderson & Stowe

WL Ross & Co. LLC

WorldBusiness Capital Inc.

ZelnickMedia Corp.

 

How to Survive an SEC
Presence Exam... and More!

Best Practices for Overseeing
Private Equity Fund Administration & Compliance

 

                                           CHAIRED BY                                       

Blinn M. Cirella, Chief Financial Officer

Saw Mill Capital LLC

 

FULL-DAY CONFERENCE

Thursday, September 18, 2014

8:00 am – 5:00 pm

New York City

 

Featuring 20 Expert Speakers

Noah S. Becker, LLR Partners

Bethany Chadwick, LNK Partners LLC

Joshua Cherry-Seto, Blue Wolf Capital Partners LLC

Jennifer Choi, Institutional Limited Partners Association

David Cohen, Precision Capital Advisors LLC

Jason M. Donner, Veritas Capital Fund Management LLC

James V. Gaven, Welsh Carson Anderson & Stowe

Scott E. Gluck, Venable LLP

Puneet Gulati, VGS Group Inc.

Kelly A. Hurley, American Securities LLC

Nisha Kumar, Greenbriar Equity Group LLC

Jason Murphy, The Riverside Company

David S. Reynolds, Huron Capital Partners LLC

Paul C. Schaffer, Alterna Capital Partners LLC

Adam B. Weinstein, New Mountain Capital LLC
Arthur S. Zuckerman, Atlas Merchant Capital LLC

Additional speakers to be announced

 

Register Now

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

Let's level the playing field between you and the SEC — not to mention the other regulators who you and your partners face.

 

This Capital Roundtable conference uniquely targets your needs, because all our speakers and panelists are your peers. 

 

Twenty CFOs, COOs, CCOs, CAOs, CIOs tackle the issues you do, and they’re going to share their hard-won recommendations (no service providers are speakers). 

 

Here Are Three Reasons Why You Should Join Us

 

  1. Determine which areas in your operations are most problematic on OCIE Presence Exam visits.
  2. Learn which valuation procedures help firms like yours work more competitively.
  3. Find out where regulations are headed on --
    • carried interest
    • fee waivers
    • accelerated monitoring fees

     

Click here to receive your best rate

 

Blinn Cirella and 20 Other Top Financial & Compliance Officers Are Ready to Help You

 

A 20-year PE back-office veteran, Blinn, is famous for being one of the industry’s most admired and straight-shooting advocates for making the job of CFO workable and meaningful.

 

Blinn CFO at Saw Mill Capital, a middle-market operations-oriented PE firm is making an encore appearance as our conference chair. Blinn’s previous associations include BISYS Private Equity Services, CommonFund Capital, and Orien Ventures.

 

Click to Connect with 20 Speakers Who Are Peers
And
Who Face the Same Challenges You Do

 

This conference will bring you advice from peers who are familiar with OCIE Presence Exam visits, and who can share important lessons.

 

Learn the steps to take, ways to respond, and how to react when things turn delicate or adversarial — plus other topics like these

 

  • New parameters for communicating with LPs — from handling data requests to following ILPA guidelines
  • Sifting through the noise to focus on what’s most important when there are only so many hours in a CFO’s day
  • Changing your firm’s practices if the SEC declares you a broker-dealer
  • Outsourcing functions like payroll and HR
  • How FACTA will affect the way your firm does business overseas
  • Deciding which technology products and software applications are worthwhile, and which are marginal
  • Learning how others are keeping their back offices and IT systems operating at peak performance

 

Three More Reasons Why You Should Join Us

 

  1. Calculate when outsourcing can be a boon, and when adding more back office staff makes sense.
  2. Deal with managing partners whose views about regulators were shaped in the 1980s.
  3. Face down hackers who are beginning to target PE firms, and how affected firms are handling the problem.

 


Register Now to Join Colleagues & Receive Your Best Rate

 

Click Below to Learn More

 

 

Reap Valuable Contacts Through Our Networking Opportunities

 

The day’s agenda includes ample time to let you

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re an attorney or advisor -- meet new potential clients
  • If you work as an executive search professional -- meet potential prospects

 Who Should Attend

 

This conference is specifically designed to meet the needs of colleagues like yourself who are CFOs, COOs, CAOs, CCOs, CIOs, and IROs of middle-market buyout, growth equity, BDCs, & mezzanine funds, as well as the advisors and GPs and LPs like those you work with.

 

Speaking & Marketing & Business Development Opportunities

 

We offer excellent speaking and marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Mara Kane or Claire Notton at 212-832-7300 or by email at mkane@capitalroundtable.com or cnotton@capitalroundtable.com.

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Faculty

Chaired By

  • Blinn M. Cirella, Chief Financial Officer, Saw Mill Capital LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Noah S. Becker, Chief Financial Officer, LLR Partners
  • Bethany Chadwick, Chief Operations Officer & CCO, LNK Partners LLC
  • Joshua Cherry-Seto, Chief Financial Officer, Blue Wolf Capital Partners LLC
  • Jennifer Choi, Managing Dir.--Industry Affairs, Institutional Limited Partners Association
  • David Cohen, CFO & CCO, Precision Capital Advisors LLC
  • Jason M. Donner, Chief Financial Officer, Veritas Capital Fund Management LLC
  • James V. Gaven, Senior Compliance Counsel, Welsh Carson Anderson & Stowe
  • Scott E. Gluck, Counsel, Venable LLP
  • Puneet Gulati, Former Chief Financial Officer, VGS Group Inc.
  • Kelly A. Hurley, Controller, American Securities LLC
  • Nisha Kumar, Chief Financial Officer, Greenbriar Equity Group LLC
  • Jason Murphy, Management Company CFO, The Riverside Company
  • David S. Reynolds, Partner, CFO & CCO, Huron Capital Partners LLC
  • Paul C. Schaffer, Managing Director & CFO, Alterna Capital Partners LLC
  • Adam B. Weinstein, Managing Director, New Mountain Capital LLC
  • Arthur S. Zuckerman, Chief Operating Officer, Atlas Merchant Capital LLC
  • Additional speakers to be announced

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Schedule

 


  

 


  
07:30-08:15 Networking & Registration & Breakfast
08:15-09:00 Welcoming Remarks & Audience Self-Introductions
09:00-09:30

Chairman's Keynote --

  • Blinn Cirella, Saw Mill Capital
09:30-10:15 Morning Interview --
10:15-11:00 Networking & Breakfast
11:00-12:00 Panel 1 -- Staying Ahead of Regulators -- Higher Volume of Regulations & More Room for Error Requires More Time, Attention, & Preparation from PE Firms
12:00-12:30

Afternoon Interview/Keynote -- 

Topic -- Stresses & Strains of Valuations

12:30-1:30 Networking & Luncheon
01:30-02:30 Panel 2 -- Back Office Perspective on Fundraising -- Saying Enough Without Saying Too Much With Your Data Reporting
02:30-02:45 Networking & Dessert
02:45-3:30

Afternoon Conversation --  

Topic -- How to Use ILPA Guidelines

03:30-04:30 Panel 3 -- The Hidden Surprises of Running the Back Office of a Private Equity Firm -- Challenges, Strategies, & Solutions            
04:30 Networking & Adjournment
  

 


  

 

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Registration

Space at this conference in strictly limited. Last year all seats were accounted for in less than two weeks. Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or jrussell@capitalroundtable.com.

 

  • Best Rate Early Bird Registration Save $400 off the standard fee of $1395 when you register by Friday, August 8th. Just $995.

 

  • Premiere Registration save $200 off the standard fee!
    Register by Friday, August 15th, and the fee for the conference is $1195.

 

  • Conference Rate $1,395 increasing to $1,495 day of conference, space permitting

 

  • Group Rate Take an additional $100 off when two or more people attend from the same company.

 

Register Now

 

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.

Have a special question? Please contact Joanna Russell jrussell@capitalroundtable.com or 212-832-7300 ext 0.

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Location

To Be Announced

Midtown, 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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Conference Partnerships

We limit speaking opportunities at this conference, mostly to CFOs, CAOs, and CCOs. 

But we offer excellent business development opportunities to vendors and providers of professional services through “Conference Partnerships.” For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

 

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