MasterClassTM

 Capital Roundtable

Sponsors

Partial List of Past Attendees

3i U.S. Growth Capital

AIG Commercial Equipment Finance Inc.

Angelo Gordon & Co.

Bank of America NA

Belvedere Capital

Blue Wolf Capital

CarVal Investors LLC

C. P. Eaton Partners LLC

CIT Commercial Credit

Citigroup Inc.

Corsair Capital LLC

D. E. Shaw & Co.

DLJ Merchant Banking

Duff & Phelps

Echelon Capital Group

Edgehill Partners

Edwards Angell

Equifin Capital Partners

Ernst & Young

FIG Partners LLC

Financiele Participaties Amsterdam NV

First Funds LLC

Gargiulo & Partners Inc.

Goldman Sachs

Greenhill Capital

Jefferson National Financial Corp.

Keefe Bruyette & Woods

Kilpatrick Stockton LLP

Morgan Joseph & Co.

Morrison & Foerster LLP

Needham & Co. LLC

Oliver Wyman Group

Olympus Partners

Paine & Partners LLC

PartnerRe Ltd.

Pine Brook Road

Sandler O'Neill

Silver Point Capital

St. Charles Capital LLC

StoneCastle Partners

Towers Watson & Co.

TriplePoint Capital

Vestar Capital Partners

Wand Partners Inc.

Weiser LLP

 

Media Partners

 

The Deal

Buyouts

VC Experts

Capital IQ

Research Partners

 

Clear the date October 15 on your calendar!

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

  

                 Third Annual MasterClass™ on PE Investing 

                            In Financial Services Companies  

 

How PE Firms Can Profit

From Financial Services Investing,

Given the New Regulatory Environment

Attendance Is Limited!
CLICK HERE to Register Now

 

CHAIRED BY

Robert E. Glanville, Managing Director

Pine Brook Road Partners LLC

 

Featuring 20 Expert Speakers Including --

  • Yaron Brook, Context BH Equity Fund

  • James Callahan, Pentalpha Capital Group

  • Timothy J. Clark, Covington & Burling LLP
  • Christopher W. Donohoe, BMO Capital Markets
  • Michael Dryden, Barclays Capital
  • David W. Glenn, Lightyear Capital LLC
  • Mitchell L. Hollin, LLR Partners Inc.

  • Michael D. Horgan, Olympus Partners

  • Eric W. Leathers, Pine Brook Road Partners LLC
  • Dan R. Miller, Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC
  • S. Trezevant Moore, Huguenot Capital
  • Bruce A. Morrison, Morrison Public Affairs Group
  • Mani A. Sadeghi, Equifin Capital Partners LLC

  • Kenneth P. Slosser, FBR Capital Markets & Co.

  • William L. Spiegel, Pine Brook Road Partners LLC
  • Bharath T. Srikrishnan, Lee Equity Partners LLC
  • Madhu Tadikonda, Oliver Wyman Financial Services
  • Eugene S. Weil, Milestone Advisors LLC
  • Bruce Williams, C-Bass Servicing & Securitization LLC
  • Dennis P. Yeskey, AlixPartners LLP


Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, October 15, 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, & Investment Bankers, Lenders, Industry Executives, Lawyers, & Other Advisors Who Work with Them

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

With attractively low valuations, motivated sellers, and a massive capital shortfall, the financial sector is offering rich opportunities for PE investors.

 

Private equity can take advantage of the financial services sector’s capital supply-and-demand imbalance, if it can come to grips with the sector’s unique regulatory environment.

 

Just consider some of the opportunities that are waiting to be seized --

  • Many depository institutions are looking to PE for capital -- and not just banks on life support or subject to seizure.
  • Specialty finance companies, who are enjoying reduced competition from the “shadow banking” market, are seeking capital to fill the hole on very attractive terms.
  • Life insurance and annuity providers are being required to hold more capital against their asset bases.
  • Distressed or capital-short financial services businesses are eager to shed non-core businesses.
  • The residential mortgage sector, which is being restructured from origination through servicing, offers attractive investment potential.

 

But there’s a catch.  As Wall Street emerges from the current financial crisis, a host of regulatory proposals are on the table that could prevent private equity from following its chosen investment course -- if caught unaware.

So before putting fresh capital into the financial services marketplace, investors need to be certain its transactions are structured to meet current and future terms and conditions.  

 

What’s more, current financial services portfolio companies should be positioned so their value can be maximized regardless of which proposals make their way through Congress, or which regulatory initiatives are implemented.

 

That’s why it’s such a timely move to attend our all-new, full-day MasterClass™ on How PE Firms Can Profit from Financial Services Investing -- Given the New Regulatory Environment.

 

On Thursday, October 15, 2009, in New York City, The Capital Roundtable will be presenting current, unique content designed to help you leverage today’s financial services climate and improve the probability of success.

 

Remember too that timeliness has its own reward. Reserve your seat by signing up now, and you can take advantage of a $400 Early Bird Discount!

 

20 PE Financial Services Experts Sort It Out for You.

 

From the Obama Administration's White Paper on Financial Regulatory Reform, to the FDIC's Proposed Statement of Policy, PE investors are well aware the rules are going to change. It’s good to know that our experts have their ears on Washington and will brief you on the latest developments affecting your investments.

 

This MasterClass will cover the entire gamut of financial services -- the areas subject to stricter regulation and those that are less capital intensive where you’re likely to have a freer hand. You’ll hear how other firms are choosing to pursue bank investments even within the new FDIC rules. And you’ll gain the latest insight on activity within such popular sectors as specialty finance and asset management.

 

Again this year, we are pleased to have Rob Glanville, a founder and managing director of New York-based PE firm Pine Brook Road Partners, chair this full-day MasterClass. Rob has over two decades of hands-on financial services experience as an investor and operator, and his take on current issues will set the tone for a fact-filled day.

 

Along with Rob will be a team of 20 panelists selected for their expertise in financial services. You’ll hear from PE investors who make investments of all sizes, investment bankers, professional services providers, and more -- all ready to offer their educated outlooks.

 

We plan an information-filled day to help you answer key questions --

  • What regulatory changes can you expect from the Obama administration that will affect PE investment?
  • How can you use the potential regulatory changes to your advantage?
  • Which financial services sectors are likely to be the most rewarding for PE investors?
  • Are there any surprises from Washington that could affect 2010 investing?
  • When must you consider club deals for your capital structure?
  • Why are today’s assisted transactions different from the last banking crisis?
  • What do you need to know about wholesale funding risk?
  • How has the insurance sector held up compared to the banking sector, and which niches offer the best opportunities?
  • What ways can you take advantage of today’s new focus on asset management?
  • How can you help your portfolio companies prosper amid tightened regulation and reduced access to capital?
  • What guidelines can help PE firms analyze the potential of distressed banks and other lenders?
  • And much, much more.

 

RSVP Now To Avoid Disappointment.

 

Last year’s Financial Services MasterClass chaired by Rob was a highly popular event. Our content will be brand-new to reflect today’s regulatory environment, and we encourage you to make your plans today while space is available.

 

Another reason to book now is to cement your chance to make valuable connections. The day’s agenda includes plenty of networking breaks, plus an open lunch where you can get to know your fellow attendees and our featured speakers.

 

You should attend this MasterClass if you are a --

 

  • GP or LP considering opportunities in the financial services industry.
  • Hedge fund manager or venture capitalist reviewing investments in financial services.
  • Corporate development professional within the financial services industry looking at non-organic growth opportunities.
  • Lender wishing to back financial services transactions.
  • Attorney who advises on M&A deals in financial services.
  • Investment banker who actively pursues transactions in the financial services industry.
  • Executive search professional recruiting for the financial services industry.

 

Remember, register with our Early Bird Discount by September 4, 2009, and you’ll save $400 off our standard fee! So make your reservation now while space is still available. We look forward to greeting you.

  

For more information, please feel free to contact Heather Sote at 212/832-7333 ext. 111 or hsote@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 PE 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 and Oliver Wyman 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

  • Robert E. Glanville, Managing Director, Pine Brook Road Partners LLC

Hosted By

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

Speakers

  • Yaron Brook, Managing Director, Context BH Equity Fund
  • James Callahan, Executive Director, Pentalpha Capital Group
  • Timothy J. Clark, Partner, Covington & Burling LLP
  • Christopher W. Donohoe, Managing Director, BMO Capital Markets
  • Michael Dryden, Barclays Capital
  • David W. Glenn, Managing Director, Lightyear Capital LLC
  • Mitchell L. Hollin, Partner, LLR Partners Inc.
  • Michael D. Horgan, Vice President, Olympus Partners
  • Eric W. Leathers, Managing Director, Pine Brook Road Partners LLC
  • Dan R. Miller, Managing Director, Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC
  • S. Trezevant Moore, Principal, Huguenot Capital
  • Bruce A. Morrison, Chairman, Morrison Public Affairs Group
  • Mani A. Sadeghi, Managing Partner, Equifin Capital Partners LLC

  • Kenneth P. Slosser, Senior Managing Director, FBR Capital Markets & Co.

  • William L. Spiegel, Managing Director, Pine Brook Road Partners LLC
  • Bharath T. Srikrishnan, Principal, Lee Equity Partners LLC
  • Madhu Tadikonda, Partner, Oliver Wyman Financial Services
  • Eugene S. Weil, Chief Executive Officer, Milestone Advisors LLC
  • Bruce Williams, Co-Chief Executive Officer, C-Bass Servicing & Securitization LLC
  • Dennis P. Yeskey, Senior Advisor, AlixPartners LLP

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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, October 15, 2009
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Chairman's Keynote -- Key Trends in Financial Services -- & Their Implications for Putting Capital to Work

Lead Keynote -- Financial Services Regulatory Environment -- An Environment in Flux
Coffee & Networking Break

First Panel -- “Sourcing, Choosing, & Managing Financial Services Investments -- What FIG Experienced PE Firms Are Planning” (This panel features three PE investors, who do different sizes & types of deals, & two investment bankers.)

Luncheon & Networking

Second Panel -- “Impact of the New Regulatory Environment on PE Investing in Depository Institutions & Assisted Transactions” (This panel features two PE investors, an investment banker, & a regulatory compliance expert.)

Third Panel -- “Impact of the Credit Crisis on PE Investing in Specialty Finance Companies” (This panel features two PE investors, a lawyer, & an investment banker.)
Coffee & Networking Break

Fourth Panel -- “Impact of the Credit Crisis on Opportunities in the Mortgage Sectors” (This panel features two PE investors, a lawyer, & an investment banker.)

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, September 4, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- and save $200 off the standard fee! Register by Friday, September 25, and the fee for the MasterClass is $1195.
  • After that, the standard registration 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 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, October 8 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 212/832-0800 or by email at kracciato@capitalroundtable.com.

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