MasterClassTM

Capital Roundtable

Marquee Sponsor

Contributing Sponsor

Association Partners

Data Partners

Partial List of
Past Attendees

ACA Compliance Group LLC

Amalgamated Capital

American Capital Ltd.

Audax Group

Auriga Capital Management LLC

Auriga Holdings LLC

Bank of Ireland

Black Diamond Capital Management LLC

Bloomberg LP

Blue Sky MLS Inc.

BNP Paribas

BNP Paribas Private Capital Group

Brean Capital LLC

Capitala Investment Advisors LLC

CapitalSouth Partners Funds LLC

Capitol Acquisition Corp. II

Carlyle GMS Finance Inc.

CarVal Investors LLC

Caspian Private Equity LLC

Citigroup Inc.

Consumer Growth Partners LLC

Cortland Capital Market Services LLC

Credit Suisse

Credit Suisse Securities (USA) LLC

D. Aaron Asset Management LLC

Dechert LLP

EisnerAmper LLP

Equalitas Capital

Equus Total Return Inc.

Ernst & Young LLP

Fidus Investment Corp.

Full Circle Capital Corp.

Gapstow Capital Partners

Gerson Lehrman Group Inc.

Gladstone Companies

Gladstone Investment Corp.

Grant Thornton LLP

Harris & Harris Group Inc.

Harvest Capital Credit Corp.

Haynes & Boone LLP

ICON Investments

Keefe Bruyette & Woods Inc.

King & Spalding LLP

Kiski Alpha Partners LLC

KPMG LLP

KSL Capital Partners LLC

Lincoln International LLC

Lincoln International LLC

McGladrey

McLarty Capital Partners

Medley Capital LLC

Mercer Capital

Milestone Partners

Monroe Capital LLC

Morgan Lewis & Bockius LLP

Murray Devine & Co. Inc.

MVC Capital Inc.

National Fund Advisors LLC

Nelson Mullins Riley & Scarborough LLP

New Mountain Capital LLC

NewSpring Capital

Old Hill Partners Inc.

Partners Group AG

Pepper Hamilton LLP

Perella Weinberg Partners LP

Robert W. Baird & Co. Inc.

Rothstein Kass & Co. PC

Saratoga Investment Corp.

Small Business Investor Alliance

State Street Corp.

State Street Global Svcs Alt. Investment Solutions

Stellus Capital Management LLC

Structural Capital

Sutherland Asbill & Brennan LLP

Technology Media Advisors LLC

THL Credit Inc.

VRC | Valuation Research Corporation

Wafra Capital Partners Inc.

Wells Fargo Securities LLC

Wood Creek Capital Management LLC

Wunderlich Securities Inc.

 

































 

 

Follow the Millennials

For Maximum Revenue Growth

 

Private Equity Investing

In Food & Nutrition Companies

                     

CHAIRED BY

Sarah Ashmore Bradley, Founding Partner 
Kainos Capital LLC

 

MARQUEE SPONSOR

Parthenon-EY

 

CONTRIBUTING SPONSOR

Baker Tilly Virchow Krause

 

FULL-DAY CONFERENCE

Thursday, April 30, 2015

8:00 am – 5:00 pm

Private Venue in Midtown
New York City

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

David L. Benyaminy, AUA Private Equity Partners LLC

David Ciagne, Morgan Stanley & Co. LLC

Alejandro Cola, KeyBanc Capital Markets Inc.

Chris Cronje, Whitlock Holding Company

Steve N. Economou, Baker Tilly Capital LLC

Angelo Fraggos, JTM Foods LLC

Pedro Garcia, Sawaya Segalas & Co. LLC

John K. Giannuzzi, Sherbrooke Capital

Charles Hadid, Credit Suisse LLC

David M. Hooper, Centerview Capital Consumer

Frederick J. Horowitz, A. P. Deauville LLC

David G. Iverson, Lazard Middle Market LLC

Lauren Jupiter, AccelFoods LLC

Anthony Y. Kim, Centerview Partners LLC

Raymond Liguori, Campbell’s Soup

Joan Y. McCabe, Brynwood Partners LP

Greg Miller, Parthenon-EY

Keith H. Stimson, Gryphon Investors

Jim Wagner, Roland Foods.

Jeff Wray, Parthenon-EY


Register Now

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

Multiples are way up among food and nutrition companies -- often 10x EBITDA and more -- reflecting consumers' insatiable demand for good-for-you foods.

 

And because this trend is being driven by Millennials, it's only going to get bigger in 2015.

 

There are specific niches growing in double digits, springing from changing buying patterns that favor smaller entrepreneurial brands. Change is coming from the bottom up, and consumers' new demands have not been met quickly enough by the large multinationals.

 

Middle-market companies are meeting the appetite for more protein-rich foods. For more on-the-go snacks and meals. For less fat and fewer additives, for all-organic and zero GMOs. Many specialty brands once targeted to athletes, bodybuilders, and other limited audiences are now finding their way onto mainstream store shelves.

 

Combine these appealing characteristics with today's low interest rates and relatively low compliance impacts on the middle market, and you have an industry that presents huge opportunities in 2015.

 

Helping you succeed in this changing marketplace is what The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Food & Nutrition Companies” -- is all about. It's being held in New York City on Thursday, April 30.

 

Here Are Four Reasons Why You Should Join Us

 

  1. Hear which exotic ingredients are driving innovation on grocery shelves.
  2. Understand which products are taking market share from traditional carbonated sodas, carb-laden snacks, and artificially-flavored convenience foods.
  3. Discover the expanding categories such as baby food, protein based snacks, and non GMO products where disruptive technology is creating new winners and losers.
  4. Learn about the mainstreaming of functional foods and beverages -- how consumers are demanding foods that not only deliver on taste but also do more nutritionally for them -- and how growth comes when you can deliver on both.

 

Register Now to Get Expert Advice from Sarah Ashmore Bradley

 

Chairing our conference is Sarah Ashmore Bradley, a founding partner at Kainos Capital, a middle market private equity firm exclusively focusing on the food and consumer products.

 

Kainos has invested over $2 billion and is one of the most active private equity firms having completed four deals over the past year. The firm’s strategy is to build a diversified portfolio of strategically relevant companies that trade buyers would like to acquire.

 

Sarah brings over 15 years of food and consumer products investment banking and private equity experience.  She was a managing director at Investcorp where she spent three years as head of global IR and fundraising. Previously, she was a managing director at Deutsche Bank and a director in Citigroup’s Global Markets.

 

Sarah earned degrees in business administration and professional accounting the University of Texas and is a CPA.  She is a director of Milk Specialties Global, InterHealth Nutraceuticals, Fempro, and JTM Foods. 

 

Click here to receive your best rate -- a savings of $400 on our regular conference rates.

 

Register Now to Meet More Than 20 Experts

On Investing in Private Food & Nutrition Companies

 

This conference brings you the newest and most rewarding developments in the food and nutrition industry, covering opportunities in branded products, private label, nutraceuticals, sports nutrition, and more. In addition, our panelists will answer important questions such as --

  • How can private equity investors best compete with strategics, and justify the expense of a sought-after food and nutrition deal?
  • What metrics and valuation guidelines can help you judge a middle-market food and nutrition company deal?
  • What are the ramifications of the rise in ecommerce grocery sales, and which companies are best positioned to exploit this channel?
  • How can you take advantage of the shift toward functional foods, where consumers substitute fortified products for supplements and even medicine?
  • What are the most important things a firm has to get right when exiting a food and nutrition investment?
  • Will mothers of young children continue to be the guiding force behind product innovations such as Greek yogurt and squeezable packaging?
  • How are food and nutrition companies differentiating themselves through social media and through nutritional-focused smart phone apps?
  • What changes are ahead in the snack bar category, and which new ingredients and food dayparts are soon to become prominent?
  • How are food and nutrition companies adapting to expanding consumer preferences for gels, chews, bites, shots and other on-the-go formulations?
  • What are the best practices for overseeing food and nutrition portfolio companies?

Five More Reasons Why You Should Join Us

 

  1. Learn which legacy brands and categories are in free fall and which private label categories are growing. 
  2. Find why so many industry experts foresee a huge boom ahead in nuts, chia, hemp, and related ingredients. 
  3. Realize what lies ahead for commodity prices and how manufacturers are managing their costs of goods sold.
  4. Learn about expanding categories outside of the nutrition category -- like snack pies.
  5. Find out about investing in the ingredient companies that supply the large multinationals, when multiples are too high to invest in the brands themselves.

 

Register Now to Form Valuable Contacts
With 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
  • Meet potential investment partners & clients

 

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 March 6, 2015.

 

 

 

 Who Should Attend

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and 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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We look forward to having you join us on Thursday, April 30.

 

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.  For more information about The Capital Roundtable’s 30 annual conferences and other events and programs, please visit www.capitalroundtable.com.

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, 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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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 food and nutrition company investing. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from food and nutrition 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

  • Sarah Ashmore Bradley, Founding Partner, Kainos Capital LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • David L. Benyaminy, Partner, AUA Private Equity Partners LLC
  • David Ciagne, Managing Director, Morgan Stanley & Co. LLC
  • Alejandro Cola, KeyBanc Capital Markets Inc.

  • Chris Cronje, COO & CFO, Whitlock Holding Company
  • Steve N. Economou, Managing Director, Baker Tilly Capital LLC
  • Angelo Fraggos, Executive Chairman, JTM Foods LLC

  • Pedro Garcia, Managing Director, Sawaya Segalas & Co. LLC

  • John K. Giannuzzi, Managing General Partner, Sherbrooke Capital
  • Charles Hadid, Managing Director, Credit Suisse LLC

  • David M. Hooper, Partner, Centerview Capital Consumer

  • Frederick J. Horowitz, Chairman & CEO, A. P. Deauville LLC

  • David G. Iverson, Managing Director, Lazard Middle Market LLC
  • Lauren Jupiter, Managing Partner, AccelFoods LLC
  • Anthony Y. Kim, Partner, Centerview Partners LLC
  • Raymond Liguori, Vice President, Campbell’s Soup
  • Joan Y. McCabe, Consultant, Brynwood Partners LP

  • Greg Miller, Partner, Parthenon-EY
  • Keith H. Stimson, Partner, Gryphon Investors
  • Jim Wagner, Chief Executive Officer, Roland Foods
  • Jeff Wray, Head--Consumer Practice, Parthenon-EY

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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

  • Sarah Ashmore Bradley, Kainos Capital LLC

09:30-10:15

Morning Keynote

  • Greg Miller, Parthenon

10:15-11:00

Networking & Coffee

11:00-12:00

Panel 1 -- The Year of the Platform -- Trends to Invest Behind & Why Add-On Aquisitions Are Leading the Way

12:00-12:45

Morning Keynote/Interview

12:45-01:45

Networking & Luncheon

01:45-02:45

Panel 2 -- Dealmaking -- Leading Experts Discuss How to Stand Out in a Robust Market

02:45-03:00

Networking & Dessert

03:00-03:45

Afternoon Conversation -- In Our Shoes -- Strategic Buyers Talk About Deals That Attract Them

03:45-04:45 Panel 3 -- Looking to the Future -- Driving Value at Portfolio Companies & Staying Ahead of Millennial Trends

04:45

Networking & Adjournment

 

 

 

  

 

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Registration

Space at this conference is limited, so 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, March 6. Just $995.

 

  • Premiere Registration -- save $200 off the standard fee!
    Register by Friday, March 27, 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.

 

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.

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Location

The University Club

College Hall Room -- First Floor

One West 54 Street (at 5th Avenue)

New York City

(Jacket and tie required)

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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 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.117, or by email at cnotton@capitalroundtable.com.

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