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MasterClass™ on

Nuts & Bolts of Managing Your Private Equity Firm--
Best Practices For Your Back Office

Featuring 25 Expert Speakers

Attendance for This Program is Limited--
Register Now

Click Here to Register >>   Send to a Colleague>> 

 Purchase Audio, Video, Transcript >>

Friday, May 18, 2007
8:00 am - 5:00 pm

New York City


WORKSHOP A -- Information Technology-- What IT Systems & Software You Need to Keep Your Firm on Track

WORKSHOP B -- International Deals -- Unique Tax & Legal Pitfalls

Thursday, May 17, 2007

2:00 pm - 5:00 pm

New York City


Designed to Meet the Needs of COOs, CFOs, General Partners,
General Counsels, Human Resource Partners, Investor Relations Partners,
Operating Executives, as well as the Advisors Who Support Them

Faculty | Agenda | Registration | Location | Sponsorship | Audio / Video Packages | CLE/CPE

These aren’t your father’s private equity firms. Gone are the days of just five partners sitting in the board room, with a third-party attorney and accountant on speed dial.

Instead, increased fund sizes and deal volume have generated a whole host of operational issues that require full-time attention. In short, the market has become institutionalized.

Many of today’s firms have – or arguably should have – in-house COOs, CFOs, general counsels, human resource partners, investor relations partners, operating executives and other senior operations professionals. It’s difficult just getting a handle on all the titles, let alone on multiple funds operating simultaneously with different investment strategies. And then you’ve got to keep track of regulatory changes like SOX and proposed tax reclassification of carried interest… The complexity can be staggering.

To learn the significant nuts and bolts of running a private equity firm, please join us for a special MasterClass on Friday, May 18 in New York City. We’ll focus on how the role of private equity firm COOs and CFOs has evolved, and we’ll take you through the entire fund and firm life cycle. We’ll cover the whole landscape, but we won’t dwell on less relevant or mind-numbing details. Our speakers are all expert role models who have been doing this for years, as well as expert professionals who are up-to-date on even the most recent changes – or even proposed changes. Our goal is simple – just helping you to do your job better.

This means best practices related – but not limited to – managing your external relationships (before, during and after fundraising and making investments), portfolio management, talent management, succession planning, managing your advisors and vendors, juggling different funds with different investment strategies and more.

This MasterClass is chaired by John Malfettone, Chief Operating Officer of Oak Hill Capital Partners LP.

This special program is being produced by The Capital Roundtable™, the country's only educational organization focused exclusively on the private-equity community.

Those attending the full-day MasterClass will learn the latest news about scores of topics, including --

  • What your firm’s partners or managers need to know about their own personal financial planning
  • Best practices in valuation methodologies, and guidance regarding FAS 157
  • How recent accounting & audit guidelines are impacting your LPs
  • How to treat your LPs during the different stages of your fund’s life cycle
  • Dealing with the secondary marketplace
  • Building an infrastructure that supports human resources, accounting, & public relations
  • Building a talented team and culture that can succeed beyond the founders
  • How to prime limited partners pre-fundraising, and then how to keep them happy post-fundraising
  • How to get group discounts for your portfolio companies, on everything from shipping to healthcare
  • Enhancing your perceived value within your organization
  • Getting the inside scoop on compensation trends, performance reviews, & retention strategies
  • Compliance with state, federal, and foreign governments.
  • Challenges of dealing with different kinds of fund structures
  • Identifying potential sources of liability & litigation
  • Evaluating the different ways of winding down a fund
  • When your firm’s club deals could be construed as collusion
  • Communicating regulatory information to your entire firm, e.g., do you understand the intricacies of insider trading?
  • Launching satellite offices, especially in places like India or China
  • Technological infrastructure – what’s available, and how to integrate it painlessly
  • How in-house operational issues can affect firm investment strategy
  • Tips for negotiating outsourcing of administrative, back office, & tax service functions
  • Understanding the newest new accounting & tax rules for funds
  • The differences between instituting best practices at a new firm and an existing one
  • And much, much more…

We also encourage you to attend our pre-Masterclass workshops on Thursday, May 17. The topics include --

  • International Deals – Unique Tax & Legal Pitfalls
  • IT Systems & Software – What You Need & Don’t Need

You should attend this MasterClass if you –

  • Are a private equity firm COO
  • Are a private equity firm CFO
  • Are a private equity firm IR pro
  • Are a private equity firm administrative partner, human resources partner
    or controller
  • Are an executive recruiter with private equity clients
  • Work at a venture capital firm in a financial or administrative capacity
  • Are an attorney with private equity clients
  • Are an accountant with private equity clients
  • Are a lender who wants a better understanding of how private equity firms operate
  • Are a limited partner who wants to know how to spot best – and worst – practices among your general partners

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Chaired By

  • John P. Malfettone, Chief Operating Officer, Oak Hill Capital Partners LP

Hosted By

  • Burt Alimansky, Managing Director, Alimansky Capital Group Inc., and Chairman, The Capital Roundtable


  • Anne P. Anquillare, President & CEO, PEF Services LLC
  • Paul Aversano, Managing Director, Alvarez & Marsal Holdings LLC
  • Beverly A. Berman, Partner, Advent International Corp.
  • Maureen A. Brille, Managing Director, Gerson Group
  • James H. Cornehlsen, Managing Director, Boston Search Partners
  • John Crocker, Managing Director, Citigroup Private Fund Group
  • Aaron Elstein, Senior Reporter, Crain Communications Inc.
  • Mark L. Epstein, Managing Director & CFO, Tailwind Capital Partners LP
  • Daniel R. Fisher, Managing Partner, Fisher Rock Consulting
  • Stephen J. Giurlando, Vice President, Bank of New York Co. Inc.
  • Alan S. Halperin, Partner, Paul Weiss Rifkind Wharton & Garrison LLP (workshop)
  • Shawn G. Hessing, Partner--Private Equity, KPMG LLP
  • David E. Hinkel,Principal, Mercer Human Resource Consulting LLC
  • M. Sharon Lewellen, Advisor, Financo Inc.
  • Lana Lewin, Managing Director, Credit Suisse Private Fund Group
  • David W. Mayo, Partner, Paul Weiss Rifkind Wharton & Garrison LLP (workshop)
  • Scott A. Nammacher, Managing Director, Empire Valuation Consultants LLC (workshop)
  • Mark A. O'Connor, V.P.--Business Development, BISYS Private Equity Services Inc.
  • Michael M. Pascale, Managing Director, Abernathy MacGregor Group Inc.
  • Joseph R. Riley, Principal & CAO, Psilos Group Managers LLC
  • Douglas H. Rogers Jr., Director, CBIZ Valuation Group Inc.
  • Kenneth M. Schneider, Partner, Paul Weiss Rifkind Wharton & Garrison LLP
  • Gregg Solomon, Managing Director, Touchstone Group LLC
  • Jim Stillings, President, JLS Associates
  • Philip F. Strassler, Partner, Marcum & Kliegman LLP
  • William M. Tomai, Chief Admin. Officer & CFO, Centre Partners Management LLC
  • Marc A. Unger, Managing Director & CFO, CCMP Capital Advisors LLC
  • Nancie S. Whitehouse, Principal, Whitehouse Advisors
  • Andrew L. Zalasin, General Partner & CFO, RRE Ventures LLC
  • Arthur S. Zuckerman, President & CEO, TriCycle Group LLC
  • additional speakers to be announced...

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07:30 - 08:30

08:30 - 08:45

08:45 - 09:30

09:30 - 10:45

10:45 - 11:15

11:15 - 12:15

12:15 - 01:15
01:30 - 02:30

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

03:45 - 04:00
04:00 - 05:00

Workshops 01:30 - 02:00

02:00 - 05:00

02:00 - 05:00


Friday, May 18, 2007

Registration, Networking, Continental Breakfast
Welcoming Remarks & Audience Introductions
First Keynote -- Top 10 Things PE COOs & CFOs Must Know Well

First Panel -- Why We’re Having to Do Things Differently These Days -- Five Leading COOs, CAOs, & CFOs Talk About Their Work
Coffee & Networking Break
Second Panel -- Managing Your Human Capital -- How to Recruit, Evaluate, Pay & Keep Talented People -- & Plan for Succession
Luncheon & Networking
Third Panel -- Managing Your Numbers -- How to Get Best Results from Valuations, Tax Planning, Accounting, & Audits

Coffee & Networking Break
Fourth Panel -- Managing Your Advisors & Vendors -- The Key Issues You Need to Listen to from Your Legal, Banking, Insurance, & IT Advisors

Coffee & Networking Break
Fifth Panel -- Managing Your External Relationships What Your Stakeholders Have to Say -- Feedback from a Limited Partner, a Journalist, an IR Person & a PR Person

Pre-MasterClass Workshops (optional)Thursday, May 17, 2007

Registration & Networking

Workshop A-- Information Technology -- What IT Systems & Software You Need to Keep Your Firm on Track

Workshop B-- International Deals -- Unique Tax & Legal Pitfalls

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  • The registration fee is $1695 for the MasterClass and $495 for the Workshop -- or $2095 for both.
  • Double MasterClass! Special Fee for Both Nuts & Bolts MasterClass and  P.E. Fundraising MasterClass -- $2895.
  • At the door, if space is available, the fee is $1795 for the MasterClass and $495 for the Workshop -- or $2195 for both.
  • Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Dana DeMattia at or 212/832-7333 ext 104.

Click Here to Register >>     Purchase Audio Package >>

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 Friday, May 11 at 5:00 pm, and we will credit you for a future meeting.)

From time to time, for reasons beyond The 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 Dana DeMattia at 212/832-7333 ext. 104 or by email at

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University Club
One West 54 Street (corner of Fifth Avenue)
New York City

Please note:  Dress code for the University Club is jacket and tie for men, and equivalent attire for women.

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Purchase Audio, Video, Transcript

Can’t attend but want to see, hear, or read the text of the MasterClass?  Now you can buy the video-on-demand, the audio package, or the written transcripts…all with the handouts from the program. Purchase Audio, Video, Transcript.

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CLE & CPE Credits

CLE & CPE credits are available for this program.

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The Capital Roundtable offers excellent sponsorship opportunities to reach the private equity community. For more details, visit our Sponsorship Page or contact Amber Mahood at 212/832-7333 ext. 103 or by email at

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