MasterClassTM

Capital Roundtable

Association Partners

Data Partners

Partial List of
Past Attendees

Akoya Capital Partners LLC

American Industrial Partners

Argentum Group

Axial Networks Inc.

Berkery Noyes & Co. LLC

Broadgate Consultants LLC

Cannondale Investments Inc.

CapitalSphere Inc.

Charter Oak Equity LP

Clearview Capital LLC

Connell Limited Partnership

Cook M&A Advisory Services

David N. Deutsch & Co. LLC

Dickinson Williams & Co. Inc.

Dynamic Data Inc.

ff Venture Capital

GarMark Advisors LLC

Graham Partners Inc.

GroundSwell Equity Partners LP

High Road Capital Partners

Intralinks DealNexus

JLL Partners Inc.

Kinderhook Industries LLC

LFC Capital Inc.

McCarter & English LLP

McGladrey

Moelis Capital Partners LLC

Murray Devine & Co. Inc.

Navon Partners LLC

New Harbor Capital LLC

Pfingsten Partners LLC

Piper Jaffray & Co.

Platinum Equity LLC

Private Equity Growth Advisors LLC

Quabbin Capital Inc.

Resilience Capital Partners LLC

Rocket Learning Schools LLC

S&P Capital IQ

Sentinel Capital Partners LLC

SGS North America Inc.

Stellato Associates

Stroll LLC

Sutton Place Strategies LLC

Sverica International

The Riverside Company

ValueStream Partners

Watermill Group Inc.

Wealth Partners Capital LLC

 

































 

 

How to Increase Deal Flow
&
the Rise of In-House Origination
Professionals

 

Best Practices for Sourcing
Private Equity Investment Opportunities

 

CHAIRED BY
Lex Leeming, Principal & Head of Business Development
Moelis Capital Partners

 

FULL-DAY CONFERENCE

Monday, November 10, 2014

8:00 am – 5:00 pm
New York Athletic Club
180 Central Park South

New York City

 

Featuring 20 Expert Speakers

Randolph R. Bianchi, Summer Street Capital Partners LLC

Wm. Christian Bullitt, LLR Partners

Adam G. Clemens, Portfolio Advisors LLC

J. Hamilton Crawford, Oppenheimer & Co. Inc.

Thomas A. Dippel, Houlihan Lokey

Michelle T. Eidson, Platte River Equity

Robert J. Fitzsimmons, High Road Capital Partners

Tim Foster, LLR Partners

E. Franklin Harris, Lincoln International LLC

Jay C. Jester, Audax Group

Luke J. Johnson, Sentinel Capital Partners LLC

Kenneth E. Jones, Boathouse Capital LP

Ted H. Kramer, Hammond Kennedy Whitney & Co. Inc.

Adrew Kwee, LGT Capital Partners (USA) Inc.

Robert B. Landis, The Riverside Company

Nadim Malik, Sutton Place Strategies LLC

Gretchen B. Perkins, Huron Capital Partners LLC

Richard P. Prestegaard, High Road Capital Partners

Colin M. Raws, Boathouse Capital LP

Sash Rentala, Moelis & Co.

Richard P. Walsh Jr., Court Square Capital Partners LP

Brian K. Welker, Allianz Capital Partners of America Inc.

James Wildman, William Blair & Co. LLC

Additional speakers to be announced


Register Now

 

 

 

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

With today’s private equity marketplace so competitive and fragmented, private equity firms are increasingly seeking fresh approaches to deal origination.

 

For example, fewer firms are depending on teams of MBAs to phone CEOs for deals.  Or build databases of investment bankers.  Or man booths at industry conferences and trade shows. 

 

Instead, more and more firms are subscribing to online deal sourcing sites, akin to dating services like Match.com.  Or using sophisticated data analytics to identify overlooked sources of deal flow, such as local business brokers or law firms.  Or buying the services of buy-side investment bankers to do it all for them.

 

But by far the most impressive trend is PE firms' hiring full-time dedicated business development professionals.  Much the same way as they have been hiring full-time dedicated operating partners and administrative officers, instead of outsourcing these functions.

 

At this Capital Roundtable conference, twenty deal-sourcing professionals and general partners will explain how you can put multi-channel strategies into action.

 

And when it comes to bringing on in-house professionals, you’ll hear how to find them, hire them, train them, and compensate them -- and if already on board, enhance their performance.

 

Here Are Three Reasons Why You Should Join Lex Leeming

 

  1. Discover how full-time business development partners enhance existing PE management teams and spark deal flow.
  2. Learn which tools-of-the-trade are being successfully leveraged by top-performing firms.
  3. Hear LPs’ perspectives on sourcing, and its correlation to the returns of leading funds.

 

Lex Leeming & 20 Other Senior GPs & Business Development Pros
Are Here To Share Their Insights

  

As head of business development for New York-based middle-market PE firm Moelis Capital Partners, Lex Leeming is an accomplished origination professional and passionate about the criticality of this role.

 

Lex has 12 years of investing, sourcing, and capital-raising experience and has completed numerous middle-market buyouts across a variety of industries.

 

Register Now to Hear How Today's Most Visionary
Funds Originate Deals & Build Relationships

 

Come find out why dedicated origination activities are directly linked to leading fund performance. This conference will cover such topics as --

 

  • How many middle-market PE firms now have full-time business development professionals, and where is the trend heading?
  • Get acquainted with the specialized providers who are helping deal execution professionals be more productive.
  • Which intermediaries are today’s most promising sources of deal opportunities — investment bankers? wealth managers? lawyers? others?
  • What online platforms are showing strength as relevant deal sources? How can email efforts generate results?
  • How can deal origination professionals best leverage service providers, industry memberships and other networks?
  • Which internal CRM systems excel at helping middle-market firms track, manage, and process deal flow?
  • What are the techniques of finding companies for sale before they’re put up for sale?
  • What are the data sources that give PE firms a strong leg up?
  • Are outbound phone calls by junior hires ever effective, and what new techniques have surpassed them in popularity?

 

Three More Reasons You Belong at This Conference

 

  1. Learn how business development professionals best coordinate efforts with their firm’s dealmaking professionals.
  2. Understand how business development professionals are compensated for their services.
  3. Recognize the similarities --  and differences -- between PE sourcing and investment banking origination.

 

This Capital Roundtable conference held in Midtown New York City is uniquely targeted to your needs, because our speakers and panelists are all deal origination experts. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Four provocative keynote presentations and conversations among senior business development experts
  • War stories and lessons learned from GPs, LPs and deal professionals
  • Intelligence from specialized experts such as financial analytics providers

Register Now to Make Connections with Must-Meet Colleagues & Professionals

 

This Capital Roundtable conference is an ideal place to expand your network and open up pathways to future deals. 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

 

Register Now To Receive Our Early Bird Rate

 

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.

 


Register Now to Join Colleagues & Receive Your Best Rate

 

Benefit from a generous savings of $400 off our regular price by making your reservations for this conference before October 10, 2014.

 

Click Below to Learn More

 

Reap Valuable Contacts through Our Networking Opportunities

 

This Capital Roundtable conference is an ideal place to expand your network and open up pathways to future deals. 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

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 Who Should Attend

 

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.

 

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SPECIAL OPPORTUNITY

Attend Capital Roundtable by Day,

Join ACG Wine Tasting Gala at Night

 

ACG New York is holding its Private Equity Wine Tasting Gala on the evening of Monday, November 10, after The Capital Roundtable’s day-long conference on “Best Practices for Sourcing Private Equity Investment Opportunities.”  For more about ACGNY’s gala, please click here.

 

We look forward to having you join us on Monday, November 10th.

 

Conference Organizers

 

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. 

 

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 SPONSORSHIP OPPORTUNITIES

 

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.101, or by email at cnotton@capitalroundtable.com.

 

 

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Have a Question?

 

Please contact Joanna Russell jrussell@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all designed to be a completely focused day of practical information and revealing insights about investing. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from franchise company investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands
  • Intelligence on managing portfolio companies from well-known GPs

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Faculty

Chaired By

  • Lex Leeming, Principal and Head of Business Development, Moelis Capital Partners LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Randolph R. Bianchi, Partner--Business Development, Summer Street Capital Partners LLC

  • Wm. Christian Bullitt, Principal--Business Development, LLR Partners

  • Adam G. Clemens, Managing Director, Portfolio Advisors LLC
  • J. Hamilton Crawford, Managing Director, Oppenheimer & Co. Inc.
  • Thomas A. Dippel, Managing Director, Houlihan Lokey
  • Michelle T. Eidson, V.P.--Marketing & Business Development, Platte River Equity
  • Robert J. Fitzsimmons, Managing Partner, High Road Capital Partners

  • Tim Foster, V.P.--Business Development, LLR Partners
  • E. Franklin Harris, Managing Director & Co-Head--Financial Sponsors Group, Lincoln International LLC
  • Jay C. Jester, Managing Director, Audax Group

  • Luke J. Johnson, Sr. Managing Director & Head--Business Dev., Sentinel Capital Partners LLC

  • Kenneth E. Jones, Managing Partner, Boathouse Capital LP
  • Ted H. Kramer, President, Hammond Kennedy Whitney & Co. Inc.

  • Andrew Kwee, Partner, LGT Capital Partners (USA) Inc.
  • Robert B. Landis, Partner--Origination, The Riverside Company

  • Nadim Malik, Chief Executive Officer, Sutton Place Strategies LLC
  • Gretchen B. Perkins, Partner, Huron Capital Partners LLC

  • Richard P. Prestegaard, Dir.--Business Development, High Road Capital Partners
  • Colin M. Raws, Dir.--Business Development, Boathouse Capital LP
  • Sash Rentala, Managing Dir.--Financial Sponsors Group, Moelis & Co.
  • Richard P. Walsh Jr., Partner, Court Square Capital Partners LP
  • Brian K. Welker, Investment Director, Allianz Capital Partners of America Inc.
  • James Wildman, Managing Dir.--Financial Sponsors Group, William Blair & Co. 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

  • Burt Alimansky, The Capital Roundtable
09:00-09:30

Chairman's Keynote --“Dedicated Origination -- The Rise & Mandate of a Critical Role”

  • Lex Leeming, Moelis Capital Partners LLC
09:30-10:15

Morning Conversation -- “Experience -- Senior BD Pros Compare Lessons Learned & Their Roles”
Moderator:

  •  Ted H. Kramer, Hammond Kennedy Whitney & Co. Inc.

Panelists:

  • Robert J. Fitzsimmons, High Road Capital Partners
  • Jay C. Jester, Audax Group
  • Robert B. Landis, The Riverside Company
10:15-11:00 Networking & Coffee
11:00-12:00

Panel 1 -- “Mechanics -- BD Professionals Compare Different Methods of Deal Origination”

Moderator:

  • Wm. Christian Bullitt, LLR Partners

Panelists:

  • Michelle T. Eidson, Platte River Equity
  • Tim Foster, LLR Partners
  • Luke J. Johnson, Sentinel Capital Partners LLC
  • Gretchen B. Perkins, Huron Capital Partners LLC
12:00-12:30

Morning Keynote -- “The Impact of Effective Deal Sourcing”

  • Nadim Malik, Sutton Place Strategies LLC
12:30-01:30 Networking & Luncheon
01:30-02:30

Panel 2 -- “Counterpoint -- Investment Bankers Compare How They Source Engagements & Interact with BD Professionals”

Moderator:

  • J. Hamilton Crawford, Oppenheimer & Co. Inc.

Panelists:

  • Thomas A. Dippel, Houlihan Lokey
  • E. Franklin Harris, Lincoln International LLC
  • Sash Rentala, Moelis & Co.
  • James Wildman, William Blair & Co. LLC
02:30-02:45 Networking & Dessert
02:45-03:30

Afternoon Conversation -- "Leading LPs Discuss the Importance of Dedicated Origination & its Impact on Fund Returns"
Moderator:

  • Richard P. Walsh, Court Square Capital Partners LP

Panelists:

  • Adam G. Clemens, Portfolio Advisors LLC
  • Andrew Kwee, LGT Capital Partners (USA) Inc.
  • Brian K. Welker, Allianz Capital Partners of America Inc.
03:30-4:30

Panel 3 -- "Integration -- BD Professionals & Their GP Partners Discuss How They Interact"
Moderator:

  • Randolph R. Bianchi, Summer Street Capital Partners LLC

Panelists:

  • Robert J. Fitzsimmons, High Road Capital Partners
  • Kenneth E. Jones, Boathouse Capital LP
  • Richard P. Prestegaard, High Road Capital Partners
  • Colin M. Raws, Boathouse Capital LP

 

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, October 10. Just $995.

 

  • Premiere Registration -- save $200 off the standard fee!
    Register by Friday, October 17, 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: The Capital Roundtable, 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

New York Athletic Club
180 Central Park South

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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