MasterClassTM

Capital Roundtable

Sponsors

Partial List of Past Attendees

3i U. S. Growth Capital

Advent International

Aequitas Capital

Allied Capital

Alvarez & Marsal

American Securities

Arcapita Inc.

ArcLight Capital

Bain & Co. Inc.

Berkshire Partners LLC

Birch Hill Equity

Branford Castle Inc.

CCMP Capital Advisors

Citigroup Private Fund

Citi Private Equity

CTPartners

Credit Suisse Group

Crowe Horwath LLP

D. E. Shaw & Co.

Deloitte & Touche LLP

Dutchess Capital Management LLC

Eos Partners LP

Ernst & Young LLP

Fisher Rock Consulting

FTI Consulting Inc.

General Atlantic LLC

Goldman Sachs

Greenhill & Co. Inc.

GSC Group

Guardian Life Insurance

Hunt Special Situations

ING Capital LLC

Insight Venture Partners

Investcorp International Inc.

KKR Capstone

KPMG LLP

Lake Capital

LNK Partners

Lucas Group Inc.

McKinsey & Co. Inc.

Monitor Group SA

Monomoy Capital

Morgan Stanley Private Equity

Ontario Teachers' Pension Plan

Parthenon Group LLC

PMC Treasury Inc.

Sorensen Capital

Spectrum Equity Investors

Sterling Capital Partners

Summit Partners LP

SVB Financial Group

Towers Perrin Inc.

VenGrowth Private Equity

Welsh Carson Anderson

 

Media Partners

 

The Deal

Buyouts

VC Experts

Capital IQ

Research Partners

Clear the date September 24 on your calendar!

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

  

Third Annual MasterClass on Adding Value  

To Middle-Market PE Portfolio Companies 

 

  Enhancing Portfolio Companies --

How Top PE Firms Are Using

State-of-the-Art Strategies

To Build Value

Attendance Is Limited!
CLICK HERE to Register Now

CHAIRED BY

Hartley R. Rogers, Chairman

Hamilton Lane

 

Featuring 20 Expert Speakers Including --

  • Adam M. Blumenthal, Blue Wolf Capital Management LLC
  • Robert G. Bode, Irving Place Capital
  • Kristine E. Brandt, Invesco Private Capital
  • Cory A. Eaves, General Atlantic LLC
  • Ross Gatlin, Prophet Equity
  • John S. Goodreds, TIAA-CREF
  • Seth E. Lemler, Versa Capital Management Inc.
  • Robert G. Levine, Milestone Partners
  • James M. Locker, LINX Partners LLC
  • Gary S. Matthews, Morgan Stanley Private Equity
  • Guy Morgan, BBK Ltd
  • W. Dexter Paine III, Paine & Partners LLC
  • Andrew M. Paul, Enhanced Equity Fund LP
  • Ahmed Rubaie, Ariba Inc.
  • Douglas B. Schrock, Crowe Horwath LLP
  • Todd Siwak, Catterton Partners
  • Curtis G. Solsvig III, AlixPartners LLC
  • John Televantos, Arsenal Capital Partners Inc.
  • Gordon H. Woodward, Kohlberg & Co. LLC
  • Howard D. Unger, Saw Mill Capital LLC


Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, September 24, 2009

8:00 am – 4:45 pm
New York City
 

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity,
& Mezzanine Funds, As Well as Officers & Directors of Their Portfolio Companies, Independent Sponsors, and Investment Bankers, Lenders, Industry Executives, Lawyers, & Other Advisors Who Work with Them

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

You know how the recession and the credit crunch have clobbered the portfolio companies of middle-market private equity firms -- as well as changed the rules.  And you know how making operational improvements is the one way you can enhance your portfolio companies’ future value.

 

Yet, unless you know what strategies others are using to maximize value, and what management tactics are working best in today’s difficult environment, you’re in for risky trial-and-error. 

 

You have to decide just how you’re going to guide each individual portfolio company you own.  From a distance, or from the C-suite?  As a consultant, or a coach, or a commander?  By bringing in advisors, or helping hands, or SWAT teams?  

 

It’s a nuanced decision in each instance, and this one-day MasterClass™ from The Capital Roundtable, Thursday, September 24, in New York, is going to give you the know-how and the confidence to make a wise choice.

 

You’ll also benefit with another money-saving technique -- registering early.  When you sign up now, you not only assure yourself of a seat but also receive a $300 early bird discount!

 

20 Leading Operations Executives Lead the Discussions.

 

This full-day MasterClass is being chaired by Hartley Rogers, chairman of distinguished Philadelphia-based PE asset management firm Hamilton Lane.  Hartley focuses on the firm's strategic initiatives and direction as well as its investment decision-making through his participation on the firm’s investment committee.   In addition, he is co-head of its direct-investment group.  Formerly, he was a managing director in the private equity division of Credit Suisse First Boston, as well as a managing director of Morgan Stanley & Co.

 

Joining Hartley will be an all-new team of 20 panelists to share their multiple perspectives -- so if you attended one of our popular two previous MasterClasses, you’ll gain even more ideas and insights at this September event. Four fast-paced panel presentations will feature PE operations partners from funds of different sizes, well-known consultants, plus prominent specialists in such areas as executive compensation and performance appraisal.

 

If there’s one commodity in short supply today among LPs, it’s patience. Not that they expect miracles on your part -- just effort. You have to demonstrate to your investors that you’re spending the time fine-tuning portfolio company operations, and not settling for whatever seems to be mainstream.

 

So after you attend this day-long MasterClass, you’ll be extremely well-prepared for making progress.  It’s our Third MasterClass™ on Adding Value to Middle-Market Portfolio Companies, and the takeaway is all-new -- unique management strategies that have proven themselves in today’s recession.

 

You’re On The Spot.

 

From 360-degree reviews to 100-day plans, we’ll bring you first-hand reports on the mandates and metrics that are helping portfolio companies like yours. You’ll be able to listen and learn from the people who are doing it right, and see how your techniques stack up against theirs.

 

And if bringing fresh talent aboard is part of the solution, you’ll be ready for that as well.  We’ll be covering how to evaluate current portfolio company management, find potential hires, and determine the right fit.  We’ll also share when and how to reduce staffing costs -- e.g., a recent survey of PE professionals reported that 88% have recently cut portfolio company headcount and 75% have implemented salary freezes.

 

In just one information-filled day you’ll have the tools and connections to add value throughout the structure of all your portfolio companies -- avoiding the pitfalls and seizing the opportunities.  You’ll get the answers to such crucial topics as --

  • Should you build an in-house operations group or bring outside consultants aboard?
  • Which financial risk management tools are best for providing real-time metrics?
  • How do you work with lenders, e.g., in dealing with companies’ working capital and ongoing financing needs?
  • How can you most successfully ask suppliers to make accommodations?
  • What cost-cutting steps can be taken to drive down reducing G&A expenses?
  • What are the most effective ways to conduct intensive reviews of portfolio company spending?
  • How do you identify downside risks, and what steps can you take to reduce the potential effects?
  • Can you save money across companies by pooling purchasing, sharing IT functions, or creating other synergies?
  • Under what circumstances can renegotiating your existing contracts pay off?
  • Is equity always the best way to provide management incentives, or are there alternatives worth considering?
  • What are the warning signs of weak links in company management?
  • Where do you find top managerial talent that can put your companies on the fast track?
  • What do LPs want to see done to add value to their investment?
  • And much, much more.

 

There’s No Substitute for Attending This MasterClass.

 

Nowhere else will you find such a focused presentation of actionable advice and guidance that you can put to immediate use. Plus you’ll have plenty of time to network with both fellow attendees and our featured speakers between panels and over lunch, so you can easily make contacts and ask specific questions.

 

Come to this MasterClass if you are a --

 

  • General partner who wants to maximize the performance of your portfolio companies.
  • General partner who wants to protect and maintain revenues while waiting out an economic recovery.
  • Institutional investor or independent sponsor who wants to better understand today’s operational considerations.
  • Operating partner who wants to see what other firms are doing.
  • PE manager who want to expand your skills beyond origination and financing.
  • Institutional investor in PE funds.
  • Advisory firm looking to connect with GPs.
  • Corporate executive of a portfolio company who wants to be proactive in boosting future returns.
  • Executive search professional recruiting for the private equity industry.

Remember, register with our Early Bird Discount by August 14, 2009 and you’ll save $300 off our standard fee! So make your reservation now while space is still available. We’ll be looking forward to greeting you.

For more information, please feel free to contact Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@capitalroundtable.com.

 

This program 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 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

The Capital Roundtable thanks AlixPartners LLC, Crowe Horwath LLP, Ariba Inc. and BBK Ltd. for sponsoring this outstanding event. It’s due in great part to their support and collaboration that we have the resources to make this event so worthwhile for you.

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Faculty

Chaired By

  • Hartley R. Rogers, Chairman, Hamilton Lane

Hosted By

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

Speakers

  • Adam M. Blumenthal, Managing Partner, Blue Wolf Capital Management LLC
  • Robert G. Bode, Managing Director, Irving Place Capital
  • Kristine E. Brandt, Director, Invesco Private Capital
  • Cory A. Eaves, Senior Vice President, General Atlantic LLC
  • Ross Gatlin, Managing Partner & CEO, Prophet Equity
  • John S. Goodreds, Managing Director, TIAA-CREF
  • Seth E. Lemler, Operating Principal, Versa Capital Management Inc.
  • Robert G. Levine, Partner, Milestone Partners
  • James M. Locker, Operating Partner, LINX Partners LLC
  • Gary S. Matthews, Operating Partner, Morgan Stanley Private Equity
  • Guy Morgan, Managing Director, BBK Ltd.
  • W. Dexter Paine III, Partner, Paine & Partners LLC
  • Andrew M. Paul, Managing General Partner, Enhanced Equity Fund LP
  • Ahmed Rubaie, Chief Financial Officer, Ariba Inc.
  • Douglas B. Schrock, Partner, Crowe Horwath LLP
  • Todd Siwak, Operating Partner, Catterton Partners
  • Curtis G. Solsvig III, Managing Director, AlixPartners LLC
  • John Televantos, Principal, Arsenal Capital Partners Inc.
  • Gordon H. Woodward, Partner, Kohlberg & Co. LLC
  • Howard D. Unger, Managing Partner, Saw Mill Capital LLC

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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



04:45

  

Thursday, September 24, 2009
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions

First Keynote -- Practitioners Perspective
Chairman's Keynote -- Market Overview

Coffee & Networking Break

First Panel -- "Managing Portfolio Companies in Troubled Times --

What to Expect & How to Build Operational Capabilities to Enhance Value(This panel features two deal partners & three operating partners.)

Luncheon & Networking

Second Panel -- “Protecting the Top Line -- How Do You Maintain Revenues in a Steep Downturn?” (This panel features two deal partners, an operating partner & a consultant who focuses on customers& revenues.)

Third Panel -- "Protecting the Bottom Line & Liquidity -- How Do You Cut Costs & Improve Cash Flow Real Time?” (This panel features a deal partner, two operating partners & a senior lender.)

Coffee & Networking Break

Fourth Panel -- "In the Worst Case -- What Do You Do When Things Get Really Tough?” (This panel features a deal partner, an operating partner, a restructuring lawyer, & a turnaround manager.)

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $300 off the standard fee! Register by Friday, August 14 and the fee for the MasterClass is $1195.
  • Premiere Registration Fee -- and save $100 off the standard fee! Register by Friday, September 4, and the fee for the MasterClass is $1395.

  • After that, the standard registration fee is $1495 for the MasterClass.
  • At the door, if space is available, the fee is $1595 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special 25% discount for 2 or more people.  For more info, please contact Samantha Feldman sfeldman@capitalroundtable.com or 212/832-7333 ext 112.

 

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, September 17, 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 Samantha Feldman at 212/832-7333 ext.112 or by email at sfeldman@capitalroundtable.com.

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Location

University Club

1 West 54th Street

New York, NY 10019

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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 Kim Racciato at 212/832-7333 ext. 106 or by email at kracciato@capitalroundtable.com.

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