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Clear the date May 9 on your calendar!

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

Attention – Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

ENCORE CONFERENCE

 

Private Equity Investing in

Healthy, Active, & Better Living Companies

A Trillion-Dollar Market

With Long-Term Sustainable Growth

 

Attendance Is Limited --

Register Now


CHAIRED BY
Lou Marinaccio, Managing Director
North Castle Partners LLC

Featuring 20 Expert Speakers, including --
Robert L. Brown Encore Consumer Capital
Christian Brucculeri K2 Media Inc.
Alexander K. Chefetz GCA Savvian Advisors LLC
Rodney J. Clark Canaccord Genuity Inc.
Jason DeLuca Allscope Media
Walt Freese Stonyfield Farm / Ben & Jerry's
Josh Goldin Alliance Consumer Growth LLC
David Hardie Herbert Mines Associates Inc.
Kayvan Heravi LNK Partners LLC
David G. Iverson Lazard Middle Market LLC
Scott S. Johnson SJ Partners LLC
Hal Katz Isopure Co. LLC
Roy Lubetkin Sun Country Foods Inc.
Jessica Luterman-Naeve DeSilva + Phillips LLC
Jonathan C. Margulies Winterberry Group LLC
Peter Noverr Level Foods LLC
Jane Pemberton North Castle Partners LLC
Anders B. Petersen VO2 Partners
Andres Saenz Parthenon Group LLC
Michael C. Seccuro Stifel Investment Banking
Richard Vitaro AlixPartners LLP


Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, May 9, 2013

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 |

Today, powerful psychographic and demographic trends are making private equity investing in healthy and better living companies more and more compelling.

 

For example, a revolution is taking place in preventive care and self-care, as scientific discoveries boost consumer demand for products and services that enhance well-being.  

 

What’s more, advances in medicine, nutrition, and physiology are fueling a broad consumer trend toward healthier living and preventing common diseases.

 

And at the same time, post-World War II Baby Boomers continue to seek products and services that help them defy the effects of aging and “stay vertical longer.”  And, on the flip side, Millennials and Gen Xers are increasingly open to alternatives to the traditional approaches their parents followed.  

 

Consider these indicators --

  • Collectively, these markets now exceed $1 trillion, and have grown at 7% CAGR for the last fifteen years.
  • The 76 million Baby Boomers in the U.S. are the most affluent demographic -- and 11,000 people turn 50 every day.
  • The North American market for alternative medicine is expected to reach $115 billion by 2015, as consumers are increasingly making their own health decisions.

 With this former niche market now an established segment of the economy, it includes mature companies, emerging players, and brand-new innovators.  Understanding the differences and being able to differentiate trends from fads is crucial for investing success.

 

You’ll be able to approach this dynamic marketplace with confidence and commitment when you attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in Healthy, Active, & Better Living Companies,” being held in New York City on Thursday, May 9th.

 

Here are just 6 important reasons you should attend this conference --

  1. Recognize the market forces that should continue to propel market growth at a rate of three times the GDP.
  2. Learn how consumers’ income determines their propensity to make purchase decisions with limited or no scientific proof.
  3. Find out how to identify the winners, and reject the losers, out of a sea of nutritional and healthy living solutions.
  4. Hear how social media can build affinity between consumers who are proponents of a healthy and better living brands.
  5. Discover how to build businesses with durable operating value that a strategic buyer will one day want.
  6. Realize why consumers’ inclination to pursue longevity makes investing in this market so compelling.

As chair of this conference, we’re delighted to welcome Lou Marinaccio, managing director at North Castle Partners in Greenwich, Connecticut – the pioneering middle-market consumer private equity firm focused on healthy and better living companies.

The companies that North Castle -- and this conference -- target represent some of today’s most in-demand consumer categories --

  • Nutrition -- a nearly $300 billion market including sports nutrition, exotic foods, specialty groceries, nutraceuticals and vitamins, and better-for-you snacks.
  • Natural Personal Care -- also a $300 billion market that includes beauty, fitness, and even pet care.
  • Consumer Health -- a $120+ billion market, weight management, rehabilitation, and alternative medicine.
  • Fitness, Recreation, & Active Lifestyle -- an over $300 billion market that includes health clubs, recreation, sports, travel, outdoor, and other leisure activities.

 Lou has over 20 years of experience investing in, advising, and operating consumer and middle-market companies, including over 12 years at North Castle.  He currently serves on the boards of Flatout, Palladio Beauty Group, gloProfessional, and Mineral Fusion Natural Brands.  He previously served on the boards of Atkins/Bora-Bora Organic Foods and Naked Juice, and helps lead North Castle's beauty and personal care investments.

Lou also served as interim CEO of DDF Skin Care, a prior North Castle portfolio company, delivering sales and earnings growth, which led to its sale to Procter & Gamble.

 

Before going to North Castle, Lou was an engagement manager at McKinsey & Company, advising consumer, life sciences, retail, and healthcare clients on strategy, business development, and operational improvement issues. He began his career in middle market corporate finance at ABN-AMRO.  Lou received a BBA in finance from the University of Michigan and an MBA from Harvard Business School.

20 Healthy, Active, & Better Living Experts Will Help Energize Your Profits

 

In addition to Lou, this conference will feature four panel discussions offering the collective insights from 20 top PE professionals in the healthy and better living industry. You will listen and learn from GPs, operating executives, investment bankers, lenders, consultants, and more -- offering real-world perspectives, lessons learned and industry outlooks, plus insights on managing current portfolio companies.

There will also be a special afternoon caucus featuring a senior corporate development executive and an investment banker discussing what kinds of companies in the healthy and better living sectors that are most sought after – and why. 

 

Plus, you will find out about recent healthy and better living deals that are representative of today’s exciting opportunities, including --

  • Gridiron Capital’s acquisition of Performance Health & Wellness, maker of rehabilitation and wellness products.
  • Pulse Equity Partners’ investment in California health club operator In-Shape.
  • DW Healthcare Partners’ investment in for-profit emergency care training company Health & Safety Institute.
  • Ares Management and Leonard Green & Partners’ joint acquisition of staffing provider CHG Healthcare Services.
  • Bay Bridge Capital Partners’ acquisition of nursing operator Plum Healthcare Group from GI Partners.

 By attending this Capital Roundtable conference, you’ll hear how middle-market private equity firms are gaining footholds in this market, or expanding their current presence. We’ll be answering such questions as --

  • Which healthy, active, and better living categories offer the greatest investment opportunities for the coming year?
  • What are the key challenges facing healthy, active, and better living companies for the remainder of 2013? For 2014?
  • How eager are lenders to finance deals in this sector?
  • How will the Affordable Care Act consumer attitudes toward self-care?
  • Which niche areas such as diabetic-friendly or gluten-free are likely to generate the most passion among consumers?
  • What are some of the key metrics for judging a healthy and better living deal?
  • What are the best practices of managing healthy and better living portfolio companies?
  • What are the most important things a firm has to get right when exiting a healthy and better living investment?

Build Healthy Relationships Through Our Networking Opportunities

The day’s agenda includes ample time to let you --

  • Meet featured speakers and fellow attendees
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re a lender, hedge fund manager or investment banker -- Identify potential partners
  • 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 Premiere Pricing

You will benefit from a discount of $200 off our regular price, simply by making your reservations for this conference before April 12, 2013.

And 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 Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or mkane@capitalroundtable.com.

 

We look forward to having you join us on May 9th.

 

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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Faculty

Chaired By

  • Lou Marinaccio, Managing Director, North Castle Partners LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers Include

  • Robert L. Brown, Co-Founder & Managing Director, Encore Consumer Capital
  • Christian Brucculeri, Senior Associate, K2 Media Inc.
  • Alexander K. Chefetz, Managing Director., GCA Savvian Advisors LLC
  • Rodney J. Clark, Man. Dir. & Co-Head--Consumer & Retail, Canaccord Genuity Inc.
  • Jason DeLuca, Managing Director, Allscope Media
  • Walt Freese, Former Chief Executive Officer, Stonyfield Farm / Ben & Jerry's
  • Josh Goldin, Co-Founder & Managing Partner, Alliance Consumer Growth LLC
  • David Hardie, Managing Director, Herbert Mines Associates Inc.
  • Kayvan Heravi, Partner, LNK Partners LLC
  • David G. Iverson, Man. Dir. & Co-Head--Food & Beverage Lazard Middle Market LLC
  • Scott S. Johnson, Chief Executive Officer, SJ Partners LLC
  • Hal Katz, Chief Executive Officer, Isopure Co. LLC
  • Roy Lubetkin, Former Chief Executive Officer, Sun Country Foods Inc.
  • Jessica Luterman-Naeve, Partner, DeSilva + Phillips LLC
  • Jonathan C. Margulies, Managing Director Winterberry Group LLC
  • Peter Noverr, Chief Executive Officer Level Foods LLC
  • Jane Pemberton, Operating Advisor North Castle Partners LLC
  • Anders B. Petersen, Partner VO2 Partners
  • Andres Saenz, Partner & Co-Head--PE Practice Parthenon Group LLC
  • Michael C. Seccuro, Director Stifel Investment Banking
  • Richard Vitaro, Director AlixPartners LLP

              Additional speakers to be announced

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Schedule

 

Conference
07:30 - 08:15
08:15 - 09:00
09:00 - 09:45
09:45 - 10:45


10:45 - 11:30
11:30 - 12:30

12:30 - 01:30
01:30 - 02:30


02:30 - 02:45
02:45 - 03:30


03:30 - 04:30

4:30

  

Thursday, May 9, 2013

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Self-Introductions

Chairman’s Keynote -- Lou Marinaccio

Panel 1 -- “ Doing Deals in the Nutrition, Consumer Health, & Natural Personal Care Subsectors

Coffee & Networking Break

Panel 2 -- “Doing Deals in the Fitness, Recreation & Active Lifestyle Subsectors”

Networking Luncheon

Panel 3 -- “Why Using Social Media & Big Data Are Especially Important to Healthy, Active, & Better Living Companies” 

Coffee & Networking Break

Afternoon Caucus -- “Big Buyers on the Acquisition Trail -- What Kinds of Companies in the Healthy, Active, & Better Living Sector Are They Looking For in 2013-2014"

Panel 4 -- “Voices of Experience -- What We Wished We’d Known about Managing Healthy, Active, & Better Living Companies"

Networking & Adjournment

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Registration

  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, April 12, and the fee for the conference is $1195.
  • After that, the standard fee is $1395 for the conference.
  • At the door, if space is available, the fee is $1495 for the conference.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Mara Kane mkane@capitalroundtable.com or 212-832-7300 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, April 25 at 5:00pm, and we will credit you for a future conference.)


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 Mara Kane at 212-832-7300 ext. 0 or by email at mkane@capitalroundtable.com.

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Location

The University Club, One West 54th Street, NY, NY (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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Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Marti Wheat at 212-832-7300 ext. 103 or by email at mwheat@capitalroundtable.com.

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