MasterClassTM

Capital Roundtable

Marquee Sponsors

Conference Partners

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.

 

































 

 

Secrets of Today's Successful

PE Operating Partners

 

Best Practices for PE Operating Partners

& for Overseeing Portfolio Companies

                     

CHAIRED BY

Bert Winemiller, Operating Partner 
JMI Equity

 

MARQUEE SPONSORS

Dorsey & Whitney LLP

Parthenon-EY

 

FULL-DAY CONFERENCE

Thursday, June 25, 2015

8:00 am – 5:00 pm

New York Athletic Club
New York City

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Jay Bartlett, Parthenon-EY

Jeffrey Bauer, Dorsey & Whitney LLP

Hami Ebrahimi, OMERS Private Equity Inc.

Simon J. Francis, Lancor Inc.

Nigel Gault, Parthenon-EY

Doron D. Grosman, Court Square Capital Partners LP

James M. Howland, Morgan Stanley Global Private Equity

Simon Kennedy, Symphony Technology Group LLC

Raj Kushwaha, Warburg Pincus LLC

David McVeigh, Hellman & Friedman LLC

Steven J. Morgenthal, Argosy Private Equity 

Albert A. Notini, New Mountain Capital LLC

Krishna Potarazu, JMI Equity

E. Eric Rytter, Dorsey & Whitney LLP

William A. Schwartz, TPG Growth

Christopher A. Springer, Alliance Holdings Inc.

Jill Wight, The Carlyle Group

Achi Yaffe, Lee Equity Partners LLC


Register Now

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

As an operating partner today, you're responsible for a greater share of fund performance than ever before. You're likely involved in the bidding process. You may be involved in portfolio monitoring. And you're certainly expected to lead both day-to-day improvements and big picture strategies.

 

Among your greatest challenges is professional development & steering your own career.

  • Are you using the right tools for driving value creation?
  • Are you choosing the right organizational structures?
  • Are you being valued & fairly compensated?

What you need most is a forum for learning how other operating partners are thriving …how they’re avoiding pitfalls …how they’re positioning their own careers for the future.

 

That's the whole idea behind this encore conference from The Capital Roundtable. For eight years running, this has been the de facto industry conference that brings operating partners together to share solutions and discuss the day’s most timely issues.

 

And there perhaps has never been a more important year to evaluate these issues than 2015. Firms until now who had no operating partners are scrambling to build their staffs. The industry is acknowledging a direct correlation between top-quartile firms and their commitment to value creation through operational excellence -- the more Operating Partners on board, the better the results.

 

So whether you’re an operating partner, or you work with them, you belong at “Best Practices for PE Operating Partners & for Overseeing Portfolio Companies” -- being held on Thursday, June 25th, in New York City.

 

Here Are Three Reasons Why You Should Join Us

  1. Discover the strategies other OPs are executing to add value to the operations of their portfolio companies.
  2. Find out how OPs can gain the same status as deal partners, and which firms are standouts at valuing the operating partner role.
  3. Learn the ratios that firms are employing between full-time OPs and third-party consultants assigned to specific portfolio companies.

 

Register Now  to Hear from Today's Most Experienced Operating Partners

 

This conference brings together many of the industry's most respected and knowledgeable professionals to explore the issues that are on your mind -- that you're far too busy to research on your own.

 

Our panelists and speakers will cover the trends in PE operations that are making news, from specialized operating models to technology-driven initiatives. Presenters will also address the SEC's renewed scrutiny over how operating partners are compensated.

 

Chairing the conference is Bert Winemiller, noted operating partner at Baltimore’s JMI Equity that manages over $3.1 billion invested in software and technology-enabled services companies. He is a director of Adknowledge, Business.com, and Dean Evans & Associates.

 

Before joining JMI in 2011, Bert served as president, CEO, and chairman at a JMI portfolio company, PROS Holdings Inc. He has also served as president of American Business Information Inc., senior vice president at ADP Inc., and group president at IRIC. Bert began his career at IBM as a systems engineer and software developer.

 

Bert earned both a BS and MS degrees in mathematics and statistics from the University of Missouri, and an MBA from The Harvard Business School.

 

Register Now to Begin Applying Today’s Best Practices

 

Along with Bert, this conference features insights and advice from 20 top PE operating partners and consultants. Our panelists include specialists in performance measurement, compensation, and career planning.

 

In our candid, revealing sessions, we'll be answering such questions as --

  • What expectations do LPs have of today’s GP's operational capabilities?
  • How early are OPs being brought into deals nowadays? How does this affect their relationships with deal partners?
  • Beyond strategic knowledge, what are the most important emotional skills that make for successful operating partners?
  • What are the most important software tools being used for forecasts, organizational improvement, and performance tracking?
  • How should portfolio monitoring fees be treated to help assure compliance with IRS rules?
  • Can investment bankers help to make the operating partner's job easier?
  • How can you match an operational approach to a specific portfolio company --particularly if you are new to the private equity process?
  • What are the most crucial benchmarks for helping operating partners better manage costs?

Here Are Three More Reasons Why You Should Join Us

 

  1. Realize which metrics matter the most at assessing the performance of groups and of individuals.
  2. Understand how to make certain that top performers are in portfolio company leadership roles.
  3. Recognize what backgrounds are most relevant amongst operating partners, and what experience must be highlighted in your biography.

 

Register Now to Form Valuable Contacts
With Colleagues & Professionals

 

This Capital Roundtable conference is the 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 new connections
  • Share both ideas and business cards
  • Meet potential investment partners and 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.

 


 

 

 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, June 25.

 

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 portfolio companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from operating partners
  • 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

  • Bert Winemiller, Operating Partner, JMI Equity

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Jay Bartlett, Managing Director & Co-Head--Private Equity Practice, Parthenon-EY
  • Jeffrey Bauer, Partner, Dorsey & Whitney LLP
  • Hami Ebrahimi, Dir.--Operations, OMERS Private Equity Inc.
  • Simon J. Francis, Partner, Lancor Inc.
  • Nigel Gault, Executive Director & Chief Economist, Parthenon-EY
  • Doron D. Grosman, Partner, Court Square Capital Partners LP
  • James M. Howland, Managing Director & Operating Partner, Morgan Stanley Global Private Equity
  • Simon Kennedy, Healthcare Operations Partner, Symphony Technology Group LLC
  • Raj Kushwaha, Managing Director & CTO, Warburg Pincus LLC
  • David McVeigh, Managing Director, Hellman & Friedman LLC
  • Steven J. Morgenthal, Managing Director--Operating Partner Program, Argosy Private Equity 
  • Albert A. Notini, Managing Director, New Mountain Capital LLC
  • Krishna Potarazu, Vice President, JMI Equity
  • E. Eric Rytter, Partner, Dorsey & Whitney LLP
  • William A. Schwartz, Operating Partner, TPG Growth
  • Christopher A. Springer, Operating Partner, Alliance Holdings Inc.
  • Jill Wight, Principal, The Carlyle Group
  • Achi Yaffe, Principal, Lee Equity Partners LLC

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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

  • Bert Winemilller, JMI Equity

09:30-10:15

Morning Keynote -- Trends in the Macroeconomy & Implications for Portfolio Company Operations

  • Nigel Gault, Parthenon-EY

10:15-11:00

Networking & Coffee

11:00-12:00

Panel 1 -- The Dynamic Role of Operating Partners -- How It’s Evolving in PE Firms’ Structures

12:00-12:45

Morning Interview -- Personal Development & Career Planning -- Unique Considerations & Career Paths for Operating Partners

12:45-01:45

Networking & Luncheon

01:45-02:45

Panel 2 -- Creating Value -- The Benefits of Operating Partners When it Comes to Building Your Portfolio & Your Firm

02:45-03:00

Networking & Dessert

03:00-03:45

Afternoon Conversation -- When & How to Bring in Third Party Consultants -- Special Considerations & Lessons Learned the Hard Way

03:45-04:45

Panel 3 -- Best Practices for Finding the Right People & Building Strong Relationships

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, May 1. Just $995.

 

  • Premiere Registration -- save $200 off the standard fee!
    Register by Friday, May 22, 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, 747 Third Avenue, Suite 200, 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

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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Sponsorships

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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