MasterClassTM

Capital Roundtable
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Partial List of
Past Attendees

Anellotech  Inc.

Angeleno Group LLC

Bank of America NA

BBK Ltd.

Bingham McCutchen LLP

Braemar Energy

Clifford Chance LLP

Cross Border Capital

Deloitte & Touche LLP

Deutsche Bank AG

EcoManufacturing LLC

Element Partners

George & Co.

Goldman Sachs Group

Good Energies Inc.

Greentech Capital

GRO Capital LLC

Hudson Clean Energy

InEnergy Inc.

Ironwood Capital Ltd.

Jericho Capital Corp.

KN Associates LLC

McAfee Capital LLC

Mercury Solar Systems

Mitsui & Co. USA Inc.

Morgan Stanley & Co.

Murcielago LLC

Needham & Co. LLC

New Energy Homes

NewWorld Capital Group

NFS Consulting Group

Orrick Herrington & Sutcliffe LLP

PCG Asset Management

Pegasus Sustainable Century LP

Riverside Co.

Riverside Partners LLC

Rothstein Kass & Co.

Solar Energy Inc.

Sullivan & Worcester

TerraNova Capital

Transtech Industries

Trinity Capital LLC

Unigestion (US) Ltd.

Virgin Green Fund

W. R. Hambrecht & Co.

Warburg Pincus LLC

Wood Creek Capital

 

Media Partners

The Deal

Buyouts

VC Experts

Capital IQ

 

Research Partners

 

Clear the date April 15 on your calendar!

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

                  

An Encore MasterClass™

For Middle-Market PE, VC, & Mezz Firms

The Boom in PE Investments

In Cleantech & Renewable Energy

The Reshaping of Cleantech Finance

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                          

CHAIRED BY

David F. Lincoln , Managing Partner

    Element Partners     

 

Featuring 20 Expert Speakers Including --

  • R. Brent Alderfer, Community Energy Inc.
  • Lee Bailey, US Renewables Group LLC
  • Shezad Bandukwala, Stifel Nicolaus & Co. Inc.
  • Richard T. Brandt, Marathon Capital LLC
  • Craig Cornelius, Hudson Clean Energy Partners LP
  • Philip J. Deutch, NGP Energy Technology Partners
  • Michael Donnelly, GE Equity

  • Robert L. Egan, Environmental Capital Partners LLC
  • Tony Frangella, AlpInvest Partners Inc.
  • Michael A. Goldberg, Barclays Capital Inc.
  • Olav A. Junttila, Greentech Capital Advisors
  • David A. Kirkpatrick, SJF Ventures LP
  • Bryan R. Martin, D. E. Shaw & Co. LP
  • Kathleen A. McGinty, Element Partners (former Pennsylvania
    Dept. of Environmental Protection)
  • Gregory S. Oberholtzer, WP Global Partners Inc.
  • Etienne Paresys, Preqin Inc.
  • Puon A. Penn, Wells Fargo Commercial Banking
  • Robert Seber, Vinson & Elkins LLP
  • Eric A. Thumma, Iberdrola Renewables
  • Beth A. Viola, Holland & Knight LLP
  • Parker A. Weil, Bank of America Merrill Lynch

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, April 15, 2010

8:00 am – 5:00 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 |

Over the past three years, hundreds of companies in the renewable power, alternative fuels, and energy efficiency sectors have attracted expansion and PE investments.

 

Most notably, the Cleantech market has moved from early-stage VC dominance into a new PE growth equity category.  Cleantech is now seen as a much stronger middle-market opportunity, and is getting dedicated allocations within large, diversified portfolios.

 

For 2010 it is continuing to outpace other sectors -- almost $1 billion invested in January alone -- and is on track to regain the high water mark of $11.5 billion of investments that distinguished 2008.

 

Helping this position is that Cleantech is still a high priority in the Obama administration. Washington is infusing substantial dollars and other incentives into Cleantech, not only through the American Recovery and Reinvestment Act, but also through specific programs revolving around energy and climate. These government loans and subsidies have already driven huge growth in Cleantech, and have the potential to enhance and accelerate superior returns to investors.

 

Yet none of this makes Cleantech investing a slam dunk. Every growth equity investor faces challenges, and in Cleantech there’s a unique set to surmount. Industrial technology requiring deep due diligence. capital intensive infrastructures. longer adoption cycles. and of course, separating reality from hype at a time when scientific consensus is not necessarily a given.

 

Finding today’s most compelling Cleantech investments, and getting things right at existing portfolio companies, is the agenda in a nutshell of this encore MasterClass™ from The Capital Roundtable on PE investments in middle-market cleantech companies --

 

The Boom in PE Investments

In Cleantech & Renewable Energy --

The Reshaping of Cleantech Finance

 

If you attended our last cleantech MasterClass and want to expand your knowledge -- or if you’re considering being a new investor to the sector -- you’ll want to make plans now to join us on Thursday, April 15, in New York.

 

This MasterClass will show you how Cleantech is evolving to keep pace with dramatically increased investment activity. The underlying drivers that fuel the sector -- climate change, energy supply infrastructure, fossil fuel prices and resource depletion -- are not going away.

 

And while the sector still favors buy-and-build strategies, the door for exits has opened wider with recent successful IPO activity, most notably lithium ion battery maker A123.

 

Even though we expect enrollment for this encore MasterClass to boom as well, we’re pleased to offer a special low price to reward advance registration. Sign up today to receive our Early Bird Bonus -- a generous $300 Discount!

 

One Informative Day That Puts Everything Into Perspective.

 

By attending this MasterClass, you’ll understand which areas within Cleantech are poised to blossom over this new year and the coming decade. Aside from the big four renewables -- solar, wind, geothermal, and biomass -- we’ll look at smart grid technologies, energy efficiency, waste to energy, water and wastewater management and more.

 

In addition, we’ll closely examine the upstream markets around each of these areas -- where much of today’s middle-market activity takes place.

 

For example, while solar generation technologies and manufacturers are getting all the attention,  the opportunity is wide open among silicon suppliers, balance-of-system, distribution and services.  In wind, there are blade manufacturers, maintenance and monitoring services, new turbine innovations, tower companies and more. Across multiple industries and markets, there are established businesses that, in fact, may not have realized they were in Cleantech until recently.

 

And you’ll discover the keys to successfully managing your Cleantech portfolio companies -- starting, of course, with the caliber of management itself. We’ll cover why it’s important to understand the markets and the customers -- invest too early and you can be sunk. And we’ll explain how to create unique barriers to entry that prevent the big players from leapfrogging over you once they spot your growing business.

 

To lead this encore MasterClass, we’re pleased to welcome our chair -- David Lincoln, managing partner of Pennsylvania-based Element Partners, one of the earliest and most experienced alternative energy and clean technology investors.

 

David has over 23 years of experience investing in energy and technology companies, focusing on renewable and alternative energy technologies, energy storage, advanced materials, resource optimization, and the upstream energy sector.  Having spent his entire career in energy and investments, David is best known for founding and building two leading energy and Cleantech investment firms with over $1 billion in investment capital.

 

20 Cleantech Experts Reveal the Trends & the Innovations.

 

Along with David’s insights, this MasterClass brings you specialized knowledge from 20 prominent Cleantech authorities. Four panel discussions will bring together investors who do all sizes and types of deals, plus lenders, investment bankers and industry advisors who know the ins and outs of this changing landscape.

 

Come to this full-day MasterClass, and leave with answers to your most pressing questions --

  • What are the major trends driving growth in the Cleantech sector?
  • Which initiatives out of Washington are likely to affect Cleantech deal activity? And when?
  • What opportunities in smart-grid technology are being pursued by middle-market firms?
  • Are there future breakthroughs likely to shake up the sector for middle-market investors?
  • What is the outlook on exiting Cleantech investments? Is the IPO market really opening?
  • Are sellers adjusting their price expectations to the new market environment?
  • What Cleantech sectors provide the surest hedge against economic slowdowns?
  • Is consolidation likely in areas said to be overinvested -- such as solar?
  • What are the prospects for financing energy projects and Cleantech investments?
  • What are the best practices on conducting due diligence for Cleantech investments?
  • How can you create compelling economic value propositions for your Cleantech portfolio companies in this economic climate? What do their customers want?
  • What are realistic time horizons and return expectations for Cleantech investors?
  • And much, much more.

Reply Now to Avoid Disappointment.

 

Our previous cleantech MasterClass quickly sold out, and we expect the same for this all-new program -- filled with the latest information and most recent developments. So we encourage you to make your plans today while space is still available.

What’s more, this MasterClass will help you make a host of valuable contacts and connections. Built into the day’s agenda are excellent networking opportunities -- at planned breaks and 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  looking to invest in Cleantech companies.
  • LP looking to invest in Cleantech funds.
  • New PE firm considering investing in Cleantech.
  • Partner or operating executive of a Cleantech portfolio company.
  • Lender wishing to participate in cleantech transactions.
  • General partner preparing to cast a wider net for potential investors.
  • Investment banker pursuing deals with Cleantech companies.
  • Attorneys and advisors who work in the Cleantech space.
  • Executive search professionals recruiting for the PE industry.

Remember, register with our Early Bird Discount by March 10, 2010, and you’ll save $300 off our standard fee! 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 Dana DeMattia at 212-832-7333 ext. 102 or ddemattia@capitalroundtable.com.

 

This MasterClass 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 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.  

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Faculty

Chaired By

  • David F. Lincoln, Managing Partner, Element Partners     

Hosted By

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

Speakers

  • R. Brent Alderfer, President, Community Energy Inc.
  • Lee Bailey, Managing Director, US Renewables Group LLC
  • Shezad Bandukwala, Managing Director, Stifel Nicolaus & Co. Inc.
  • Richard T. Brandt, Chief Executive Officer, Marathon Capital LLC
  • Craig Cornelius, Principal, Hudson Clean Energy Partners LP
  • Philip J. Deutch, Managing Partner, NGP Energy Technology Partners
  • Michael Donnelly, Senior Vice President, GE Equity

  • Robert L. Egan, Managing Partner, Environmental Capital Partners LLC
  • Tony Frangella, Investment Manager, AlpInvest Partners Inc.
  • Michael A. Goldberg, Managing Director, Barclays Capital Inc.
  • Olav A. Junttila, Partner, Greentech Capital Advisors
  • David A. Kirkpatrick, Managing Director, SJF Ventures LP
  • Bryan R. Martin, Co-Head--Private Equity, D. E. Shaw & Co. LP
  • Kathleen A. McGinty, Operating Partner, Element Partners (former Secretary -- Pennsylvania Dept. of Environmental Protection)
  • Gregory S. Oberholtzer, Managing Director, WP Global Partners Inc.
  • Etienne Paresys, Head of Research, Preqin Inc.
  • Puon A. Penn, Senior Vice President, Wells Fargo Commercial Banking
  • Robert Seber, Partner, Vinson & Elkins LLP
  • Eric A. Thumma, Dir.--Institutional Relations, Iberdrola Renewables
  • Beth A. Viola, Sr. Policy Advisor, Holland & Knight LLP
  • Parker A. Weil, Managing Director, Bank of America Merrill Lynch
  • Additional Speakers to be Announced

 

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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

05:00

  

Thursday, April 15, 2010
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions

Introductory Keynote -- "Key Trends in Doing Middle-Market Cleantech Deals -- & Implications for Private Equity Dealmaking"

Chairman’s Keynote -- "Voice of Experience -- Pros & Cons of Buying & Owning Middle-Market Cleantech Companies --  A PE Dealmaker’s Perspective"

Coffee & Networking Break

First Panel -- “Getting the Jump on Doing Cleantech Deals in 2010 -- Perspectives from Investors and LPs”

Luncheon & Networking

Second Panel -- “Helping and Financing Cleantech Companies -- How to Get Financing, Handle Structuring Issues, & Drive Revenue to Ride Out the Recession”

Third Panel -- "Navigating Cleantech’s Legal & Regulatory Hurdles -- How to Identify & Manage Regulatory Issues, & Deal with State & Federal Authorities”

Coffee & Networking Break

Fourth Panel -- "Exiting Cleantech Deals -- How to Prepare & Where to Find the Best Liquidity Opportunities”

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $300 off the standard fee! Register by Wednesday, March 10, and the fee for the MasterClass is $1195.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 26, and the fee for the MasterClass is $1395.
  • After that, the standard 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 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, April 8, at 5:00 pm, 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

Private club in midtown Manhattan

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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 Racciatto at 212-832-7333 or by email at kracciato@capitalroundtable.com.

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