MasterClassTM

Capital Roundtable

 

Partial List of
Past Attendees

Advantage Capital Partners

AlixPartners LLP

Alvarez & Marsal

AMERCO Corp.

Angkor Strategic Advisors LLC

AXA Private Equity France

Bank of Ireland

BankCap Partners

Banking Department

Belvedere Capital

Berkery Noyes & Co.

Berkshire Capital

Cambridge Realty

Capital Bank & Trust Co.

Carl Marks Management

Carlton Capital Holdings

Carver Federal Savings Bank

Cato Capital LLC

Cleary & Co.

Cleary Gottlieb

Commerce Street Capital

Corsair Capital LLC

Credit Suisse Group

Crowe Horwath LLP

CSC Trust Co.
Of Delaware

D. A. Harte & Co.

Deloitte & Touche LLP

Dubuque Associates

Eisner LLP

Elliott Associates LP

Ernst & Young LLP

Esquire Bank

FBR Capital Markets

Federal Deposit Insurance Corp.

Federal Home Loan Bank Of San Francisco

Federal Reserve Bank
Of Chicago

Federal Reserve Bank
Of New York

Financial Performance Partners LLC

First BanCapital Fund

Fortress Investment Group

Front Range Bank

FTI Consulting Inc.

Genpact Mortgage Services

Golub Capital LLC

Goodwin Procter LLP

Graf Repetti & Co. LLP

H. I. G. Capital LLC

Hamilton Lane Advisors

Howe Barnes Hoefer & Arnett Inc.

Hudson Realty Capital

Hunton & Williams LLP

Ironwood Partners LLC

Jones Day

Keefe Bruyette & Woods

Kirkland & Ellis LLP

Kohlberg Kravis Roberts

KPMG LLP

Leader Bank NA

Lee Equity Partners LLC

MS BCB Enterprises

National Community Investment Fund

Nelson Mullins Riley & Scarborough LLP

New Century Bank

New England Pension Consultants LLC

New York State Banking Department

Oak Hill Capital Partners

Old Southern Bank

Oliver Wyman Financial Services

Oliver Wyman Group

Osterweis Capital

Overbrook Capital LLC

Paramax Capital

PartnerRe Principal Finance Inc.

Picerne Capital LLC

Pine Brook Road Partners LLC

Raymond James

Republic Financial Corp.

Reserve Capital LLC

Riverland Corp.

Riverside Co.

Robert W. Baird & Co.

Rochdale Securities LLC

Sandler O'Neill & Partners LP

Simon Galasso & Frantz

Starwood Capital Group

Stifel Nicolaus & Co. Inc.

StoneCastle Partners

Teachers' Private Capital

Texas Department of Banking

Vintage Filings LLC

Association Partner

 

Reseach Partners

Media Partners

 

The Deal

Buyouts

Capital IQ

 

 

 

 

Clear the date February 10 on your calendar!

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

 

ENCORE MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

 

Private Equity Investing

In Regional & Community Banks --

How Investors Can Thrive

From the Surge in Consolidations

Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Yaron Brook, Managing Director & Chairman

Context BH Equity Fund

 

Featuring 20 Expert Speakers Including --

  • Ronald J. Biscardi, Context Capital Partners LP

  • Edward J. Carpenter, Carpenter & Company

  • John C. Donnelly, Donnelly Penman & Partners
  • Joseph D. Garea, Hancock Securities Group
  • John P. Giangiulio, Titan Capital Investment Group LLC
  • Robert E. Glanville, Pine Brook Road Partners LLC
  • Jay R. Goldstein, Valley Green Bank
  • Louis Hanna, Corigin Holdings
  • Frank Iacono, Riverside Risk Advisors LLC
  • Alan S. Kaplinsky, Ballard Spahr LLP
  • Michael J. Kelly, Hamilton Lane Advisors Inc.
  • Joseph S. Lesko, NewOak Capital LLC
  • Theo Moumtzidis, First Manhattan Consulting Group LLC
  • Eric W. Noll, NASDAQ OMX Group Inc.
  • Mark F. Oesterle, Reed Smith LLP
  • Howard A. Schweitzer, Cozen O'Connor
  • Mike I. Shafir, Sterne Agee & Leach Inc.
  • Arthur R. Spector, TL Ventures LP
  • Jason J. Trembley, Burke Capital Div.--Morgan Keegan & Co.
  • Dory A. Wiley, Commerce Street Capital LLC
  • W. Kirk Wycoff, Patriot Financial Partners LP

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, February 10, 2011

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 |

Though many of the super-regional and money center banks continue to be plagued with serious problems, for investors in regional and community banks the picture is much brighter.

 

According to Pitchbook, the number of middle-market bank deals in 2010 could well be double the total from 2009.  Already, 30 deals have closed and 14 more were announced but are still in the making.  

 

What many of these deals have in common is that they’re positioned to take advantage of the looming trend toward massive consolidation among small banks. 

 

A new regulatory environment has combined with slow economic growth to create a climate that makes it difficult for many banks to grow organically, but for a select few to grow rapidly by taking advantage of the industry turmoil. 

 

In addition to hundreds of banks being expected to fail over the next few years, better-managed and capitalized banks will be absorbing their weaker peers to improve operating efficiency, enhance liquidity and exploit regulatory advantages. 

 

The incentives to consolidate are strongest at the ends of the size spectrum.  Large regional banks will combine to become super-sized institutions in the “too big to fail” category.  Very small community banks will consolidate first to survive and then to thrive in the new banking regime.

 

So if you’re thinking about buying banks, or have banks among your portfolio companies, it’s imperative you take advantage of this shift in rankings, rules, and risk.  You have to play the sector differently, and The Capital Roundtable is ready to bring you the expert guidance you need.  

 

Make plans now to join us for our fourth annual full-day banks conference on Thursday, February 10, in New York --

 

Private Equity Investing

In Regional & Community Banks --

How Investors Can Thrive

From the Surge in Consolidations

Plus when you sign up now, you can help yourself to a cash bonus that’s too good to pass up.  Our special Early Bird Discount -- a generous savings of $400 -- applies to all reservations made by December 29, 2011!

 

20 Banking Industry Experts Cover What’s New & What’s Working.

 

At this exclusive conference, you’ll discover why a more flexible and nimble approach to banking investment can help you succeed brilliantly.  Making smaller bets in a more diversified way trumps single large bets -- as asset quality is difficult to pin down even with the best of due diligence, and can deteriorate very quickly.

 

Right now, the smallest banks are subject to a large liquidity discount, often valued at roughly 60% of the level of their larger peers.  Many are in a position to grow rapidly and profitably through FDIC-assisted acquisitions, branch acquisitions from troubled competitors, and whole-bank acquisitions of healthy competitors that are available at attractive prices.

 

So rather than making outright bank purchases, many private equity investors are choosing to focus on capitalizing these small banks and helping get them in a position to sell.  By getting into banks under book, they can sell them over book in a short period of time, and potentially get a stake in the buying company as well.

 

Best of all, you’ll hear timely strategies like these directly from the source -- our chair Yaron Brook, managing director and chairman at Context BH Equity Fund, based in Bala Cynwyd, Pennsylvania.

 

Yaron is one of today’s best-known experts in the financial services industry, with over a decade of experience investing in regional and community banks.  He is a regular guest on CNBC, Fox Business Network, and PJTV, and his research has been published and presented in journals and conferences around the world.

 

At Context BH Equity Fund, Yaron oversees private equity investment strategies based on his firm’s proprietary banking industry research.  A former finance professor in the Leavey School of Business at Santa Clara University, Yaron holds a BSc in civil engineering from Technion-Israel Institute of Technology in Haifa, and earned his MBA and PhD in finance from the University of Texas at Austin.

 

Along with Yaron, our panel discussions will feature 20 knowledgeable private equity experts in the bank industry space, including GPs, portfolio company operating executives, investment bankers, lenders, consultants and more.  They’ll be sharing their candid opinions on operating strategies, branding challenges, deal structures, and other key topics.

 

Register now to get the answers that can make 2011 a banner year --

  • When is a small bank too small?
  • How can you leverage the value gap between smaller illiquid and larger more liquid community banks?
  • Which regions may be seeing the most bank failures, and which may see the most traditional bank consolidation through acquisition?
  • Why is traditional due diligence becoming less revealing with regional and community banks?
  • What will the likely rules of Dodd-Frank mean for regional and community banks?
  • What are the limits of FDIC acquisition in creating future value?
  • Does it still make sense to become a bank holding company, and what is the downside risk?
  • What capital commitments and deal structures are most common today?
  • What tactics are successful private equity investors using to limit asset risk?
  • And much, much more.

 

Networking Opportunities To Jump Start Your Year.

 

One of the reasons our past regional and community banks conferences have been sold out is your potential to make valuable contacts and connections.  We’ve built in plenty of time over the day when you can meet fellow attendees and featured speakers, including session breaks and an open lunch.

 

You should attend this conference if you are a --

  • GP or LP considering opportunities in investing in regional or community banks.
  • Private equity firm wanting to add a financial institution component to your portfolio.
  • Hedge fund manager or venture capitalist investigating financial institutions.
  • Operating executive of a small financial institution portfolio company.
  • Investment banker pursuing regional or community banking deals.
  • Attorneys and advisors who deal with financial institutions.
  • Executive search professionals recruiting for the banking and private equity industries.

Remember, register with our Early Bird Discount by December 29, 2011, and you’ll save $400 off our standard fee!  Seats are available right now, but not for long, so please make your reservation now so you’re not disappointed.  We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Shaina Mardinly at 212-832-7333 ext. 0 or smardinly@capitalroundtable.com.

 

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 20 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

 

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Faculty

Chaired By

  • Yaron Brook, Managing Director & Chairman, Context BH Equity Fund

Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

  • Ronald J. Biscardi, Managing Director, Context Capital Partners LP
  • Edward J. Carpenter, Chairman & CEO, Carpenter & Company
  • John C. Donnelly, Managing Director, Donnelly Penman & Partners
  • Joseph D. Garea, Managing Director, Hancock Securities Group
  • John P. Giangiulio, Managing Director, Titan Capital Investment Group LLC
  • Robert E. Glanville, Managing Director, Pine Brook Road Partners LLC
  • Jay R. Goldstein, President & CEO, Valley Green Bank
  • Louis Hanna, Chief Market Strategist, Corigin Holdings
  • Frank Iacono, Partner, Riverside Risk Advisors LLC
  • Alan S. Kaplinsky, Partner, Ballard Spahr LLP
  • Michael J. Kelly, Managing Director, Hamilton Lane Advisors Inc.
  • Joseph S. Lesko, Director, NewOak Capital LLC
  • Theo Moumtzidis, Managing Vice President, First Manhattan Consulting Group LLC
  • Eric W. Noll, E.V.P.--Transaction Svcs., NASDAQ OMX Group Inc.
  • Mark F. Oesterle, Counsel, Reed Smith LLP
  • Howard A. Schweitzer, Member, Cozen O'Connor
  • Mike I. Shafir, Senior Research Analyst, Sterne Agee & Leach Inc.
  • Arthur R. Spector, Venture Partner, TL Ventures LP
  • Jason J. Trembley, First Vice President, Burke Capital Div.--Morgan Keegan & Co.
  • Dory A. Wiley, President & CEO, Commerce Street Capital LLC
  • W. Kirk Wycoff, Partner, Patriot Financial Partners LP

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Schedule

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45

09:45 - 10:30

10:30 - 11:00

11:00 - 12:15

12:15 - 01:15
01:15 - 02:15

02:15 - 03:15


03:15 - 03:30

03:30 - 04:30

04:30

  

Thursday, February 10, 2011
Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Self-Introductions

Introductory Keynote -- “Nasdaq, US Market Structure & Trading, Job Creation, & the Listing & Trading Process for Community Banks ”

Chairman’s Keynote -- “Why We Like Banks -- & How We Have Navigated Through the Deal Sourcing Process”

Coffee & Networking Break

First Panel -- “Getting the Jump on Doing Bank Deals in 2011 -- Where to Source Them, How to Pick Them”

Networking Luncheon

Second Panel -- “Executing Bank Deals -- How to Complete Due Diligence, Work with Regulators, & Manage Valuation & Structuring Issues”

Third Panel -- “Finding Capital for Bank Deals -- How to Prepare & Where to Find the Best Capital Solutions”

Coffee & Networking Break

Fourth Panel -- “The New Sheriff in Town -- The Impact of the Consumer Financial Protection Bureau on Banks”

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Wednesday, December 29, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, January 21, and the fee for the MasterClass is $1195.
  • After that, the standard fee is $1395 for the MasterClass.
  • At the door, if space is available, the fee is $1495 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Shaina Mardinly smardinly@capitalroundtable.com or 212-832-7333 ext 103.


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, February 3 at 5:00pm, and we will credit you for a future MasterClass.)


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 Shaina Mardinly at 212-832-7333 ext.103 or by email at smardinly@capitalroundtable.com.

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Location

The University Club

College Hall -- First Floor

One West 54 Street (at 5th Avenue)

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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Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Dana DeMattia at 212-832-7333 or by email at ddemattia@capitalroundtable.com.

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