MasterClassTM

Capital Roundtable

Sponsor

Partial List
Of Past Attendees

AIG Franchise Finance

AlixPartners LLC

AYR Capital

Bar Breton

BBK Ltd.

BellMark Partners

Brookwood Associates

Capital Growth Advisors

Cardinal Capital Partners

Cedar Point Financial Services

Cerberus Capital

Chair 5 Restaurants LLC

Consolidated Restaurant Operations Inc.

Cordova Smart & Williams LLC

Covalent Capital LLC

Delaware Valley Designs

DLA Piper US LLP

Fortress Investment Group LLC

FTI Consulting Inc.

Garrison Investment

GBR LLC

Gruss Asset Management LP

Hadley Partners Inc.

Interaction Restaurants Group Inc.

J. P. Morgan Chase

KarpReilly LLC

Marco's Franchising LLC

Milestone Partners

Morning Star LLC

MTN Capital Partners

Navigant Capital

Newcastle Capital

Palisade Capital

Palladium Equity Partners LLC

Parthenon Group LLC

Redmon Advisory Group

Redstone American Grill

Shari's Management

Silver Diner Development

Steel Partners Ltd.

Strike Holdings LLC

Transwest Partners / NCH Corp.

United Enterprise Fund

Vicorp Restaurants Inc.

Yucaipa Companies LLC

Media Partners

Nation's Restaurant News

The Deal

Buyouts

 

 

VC Experts

Capital IQ

 

Research Partners

Clear the date January 21 on your calendar!

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

  

 Fifth Annual MasterClass™

On PE & Mezz Investing

  In Middle-Market Restaurant Companies

 

   PE Restaurant Deals --

  Rewriting Yesterday's Rules

  How to Pave the Way to Profit

  From New Opportunities

                                                

                          Attendance Is Limited!
                          CLICK HERE to Register Now

  CHAIRED BY

  Joel A. Holsinger, Managing Director

  Fortress Investment Group LLC

      Featuring 20 Expert Speakers Including --

  • Rahul Aggarwal, Brentwood Associates
  • Douglas N. Benham, DNB Advisors LLC
  • Joshua K. Benn, Duff & Phelps LLC
  • Richard P. Dutkiewicz, Einstein Noah Restaurant Group Inc.
  • David M. Gesmondi, BellMark Partners LLC
  • Benjamin Gonzalez, Grant Thornton LLP
  • Robert S. Hersch, Mastodon Ventures Inc.
  • Daniel Jinich, ACON Investments LLC
  • William R. Kraus, GE Capital Solutions Franchise Finance
  • David J. Oddi, Goode Partners LLC
  • David B. Pittaway, Castle Harlan Inc.
  • John Platten, Sonic Drive-In Restaurants
  • Joseph J. Radecki, Lincoln International LLC
  • Thomas Sandeman, Piccadilly Restaurants LLC
  • Roger Shreero, Wells Fargo Advisors LLC
  • J. Brandon Turner, Casco Bay Capital LLC
  • Jared D. Wien, Sun Capital Partners Inc.


Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, January 21, 2010

8:00 am – 4:30 pm
New York City
 

Cocktail Networking Reception

4:30 pm - 5:30 pm


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 |

Ironically, for private equity investors, the restaurant industry in 2010 is shaping up to be a year where great deals can be found -- provided, of course, that you know how to pick the right spots.

 

Why ironically?  Because while technically the recession may be ending, restaurant companies are definitely not leading the way. Same store sales continue to decline at record levels across the casual and fine-dining segments. And now, even QSR concepts are finally getting hit, as consumers trade down even further to home prepared meals. Operators and investors will have to adjust to the new consumer reality -- lower average checks, declining traffic, and rock-bottom grocery store prices.

 

That’s because the extent of the pounding restaurants took in 2009 was misleading -- marginal operators were maintaining profitability due to lower commodity prices, because the costs of proteins and dairy, gas and electricity were all at unexpected lows. So this “commodity effect” meant that what looked like trough EBITDA was really just a mirage. 

 

Now, as commodity prices return to normal, and as the damage done in 2009 begins to cause real pain, the restaurant industry will likely witness bankruptcies and out-of-court restructurings of some great brands that aren’t necessarily broken.

 

In this changed environment, your operations will matter less than your branding and your positioning. Yesterday’s rules no longer apply, and what you need to do is toss out your history books and make plans to get the new global picture by attending The Capital Roundtable’s Fifth Annual MasterClass™ on Investing in Middle-Market Restaurant Companies.

 

On Thursday, January 21, in New York, we’ll help you think differently about the restaurant industry and help you survive and thrive as the shakeout continues. You’ll discover how to find and take advantage of the 10x and better deals that are due to come as debtholders throw up their hands. And you’ll hear how to preserve the brand image of your portfolio companies and make them stronger than ever.

 

And just as restaurant customers seek out ways to save money, why shouldn’t you. By signing up today, you can save $300 with our special Early Bird Discount.

 

20 PE Experts Who Understand the New Reality.

 

By popular demand, returning as our chair for the fifth time, is well-known restaurant industry veteran Joel A. Holsinger, managing director of Fortress Investment Group LLC. Joel has served as an investor, lender, advisor, and operator, and currently specializes in acquiring distressed loan portfolios as well as other real estate, debt, and equity opportunities.

 

Along with Joel, we’ll bring you the insights and candid opinions of 20 restaurant industry experts who recognize today’s challenges and have real-world solutions to strengthen your company. You’ll hear from PE investors who do deals of all sizes, plus lenders, restructuring consultants, investment bankers, restaurant C-suite executives and more.

 

You’ll hear which strategies are working, and which have become old hat. How to assess deals and where to borrow. And what you must do right now so your portfolio companies may prosper.

Nowhere else than this full-day MasterClass can you get timely answers to issues like these --

  • What path will commodity prices likely follow in the coming year?
  • How is the restaurant industry rethinking future development?
  • What type of discounts can you reasonably expect to find on distressed restaurant brands?
  • Fast casual, quick service, midscale, fine dining -- which is likely to be the first segment to come back strong?
  • How do you continue managing your portfolio companies in this painful environment?
  • Is there a point of no return where you should consider walking away from a portfolio company?
  • Who is lending money today for restaurant deals?
  • What alternate sources of debt financing are available?
  • Is any restaurant industry assistance forthcoming or expected from Obama administration policies?
  • How can you strengthen your restaurant management team and where can you find top talent?
  • And much, much more.

 

Just the Networking Alone Makes This MasterClass a Must-Attend Event.

 

Beyond our exclusive content, beyond our informative panelists and presenters, this Restaurant Deals MasterClass offers you unprecedented networking opportunities. You’ll be able to make valuable contacts and connections that can ensure you don’t have to go it alone in a difficult year.

 

We’ve included multiple networking breaks, an open lunch, plus a cocktail reception in the day’s agenda. So you’ll be able to talk and share ideas with your fellow attendees and featured speakers. It’s no wonder we expect this program to fill up fast.

 

You should attend this MasterClass if you are a --

  • GP or LP looking to invest in available restaurant opportunities.
  • Private equity sponsor with underperforming restaurant portfolio companies.
  • Hedge fund manager examining opportunistic restaurant investments.
  • Investment banker actively pursuing deals in the restaurant industry.
  • Restaurant industry executive searching for perspective on 2009’s fallout.
  • Lender with restaurant financing available for the right deal.
  • Attorneys and advisors with clients in the restaurant space.
  • Executive search professionals recruiting for the restaurant industry.

Remember, register with our Early Bird Discount by November 25, 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 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 private equity community. For more information about The Capital Roundtable’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • Joel A. Holsinger, Managing Director, Fortress Investment Group LLC

Hosted By

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

Speakers to be Announced

  • Rahul Aggarwal, Managing Director, Brentwood Associates
  • Douglas N. Benham, President & CEO, DNB Advisors LLC
  • Joshua K. Benn, Managing Director, Duff & Phelps LLC
  • Richard P. Dutkiewicz, CFO, Einstein Noah Restaurant Group Inc.
  • David M. Gesmondi, Managing Director, BellMark Partners LLC
  • Benjamin Gonzalez, Principal, Grant Thornton LLP
  • Robert S. Hersch, Senior Managing Director, Mastodon Ventures Inc.
  • Daniel Jinich, Managing Partner, ACON Investments LLC
  • William R. Kraus, Vice President, GE Capital Solutions Franchise Finance
  • David J. Oddi, Partner, Goode Partners LLC
  • David B. Pittaway, Senior Managing Director, Castle Harlan Inc.
  • John Platten, President, Sonic Drive-In Restaurants
  • Joseph J. Radecki, Managing Director, Lincoln International LLC
  • Thomas Sandeman, Chief Financial Officer, Piccadilly Restaurants LLC
  • Roger Shreero, Managing Director, Wells Fargo Advisors LLC
  • J. Brandon Turner, Managing Partner, Casco Bay Capital LLC
  • Jared D. Wien, Vice President, Sun Capital Partners Inc.

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Schedule

MasterClass
07:30 - 08:30
08:30 - 09:00
09:00 - 09:30


09:30 - 10:45




10:45 - 11:15

11:15 - 12:30




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

02:15 - 03:15

03:15 - 03:30
03:30 - 04:30


04:30 - 05:30

05:30

  

Thursday, January 21, 2009
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions

Chairman’s Keynote (Part A) -- "Key Trends in Doing Middle-Market Restaurant Deals -- & Their Implications for Private Equity Dealmaking"

First Panel -- Getting the Jump on Doing Restaurant Deals in 2010 --

Where to Source Them & How to Pick Them -- Now That the Recession is Subsiding(This panel features three PE investors, who do different sizes & types of deals, & two investment bankers -- plus a moderator.)

Coffee & Networking Break

Second Panel -- Executing Restaurant Deals -- How to Be Creative & Get Deals Done” (This panel features a PE investor, an investment banker, a traditional/senior lender or alternative capital provider, & a sale leaseback expert -- plus a moderator.)

Luncheon & Networking

A Keynote Interview

Chairman's Keynote (Part B) -- "Voice of Experience -- Pros & Cons of Owning Middle-Market Restaurant Companies -- A PE Dealmaker’s Perspective"

Coffee & Networking Break

Third Panel -- War Stories -- Perspectives from CEOs & CFOs Who Have Been Through the Cycle"

Networking Cocktail Reception

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $300 off the standard fee! Register by Wednesday, November 25, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- and save $100 off the standard fee! Register by Friday, January 1, and the fee for the MasterClass is $1195.

  • After that, the standard registration fee is $1295 for the MasterClass.
  • At the door, if space is available, the fee is $1395 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, January 14, 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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