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Clear the date June 24 on your calendar!

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

 All-NEW MasterClass™

For Middle-Market PE, VC, & Mezz Firms

PE Investing in Digital Infrastructure

& Cloud Computing Companies --

How More & More Middle-Market PE Firms Are

Seeking Success in These Booming New Industries

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

William K. Luby, Partner

       Seaport Capital LLC    

 

Featuring 20 Expert Speakers Including --

Mark Adams, Equinix Inc.

C. J. Brucato, ABRY Partners LLC

Anthony F. Caporrino, Alvarez & Marsal Transaction Advisory Group LLC

Daniel Golding, DH Capital LLC

Sean Hackett, 451 Group

Joseph Junda, CIT Group Inc.

Ken Klassen, RBC Capital Markets Corp.

Bruce Lazenby, Corum Group Ltd.

Howard J. Loewenberg, Signal Hill Capital Group LLC

Paul M. Mahoney, Edwards Angell Palmer & Dodge LLP

Tyler C. Newton, Catalyst Investors LP

Robert B. Nolan, Halyard Capital

Andy Schroepfer, Rackspace Managed Hosting

Sengal M. G. Selassie, Trinity Equity Investors LLC

Francis Stiff, Cheval Capital Inc.

Christopher Turco, Hosted Solutions LLC

Sean C. White, Spire Capital Partners LP

Art Zeile, Hosting.com Inc.

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, June 24, 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 |

Yesterday’s application service provider model of providing business computer services over a network has morphed into today’s cloud computing -- with an ever-increasing number of applications being delivered through the internet. So it’s no surprise that digital infrastructure has become a macro trend in today’s private equity marketplace. Worldwide IT budgets for cloud computing are forecast to surge to $42 billion by 2012. And traditional managed hosting providers are scurrying to create their own cloud services to provide greater flexibility.

 

Today, there is significant activity in the data center space, encompassing colocation providers, hosting services, disaster recovery services, and more. Demand is continuing to outstrip supply, resulting in shortages of data center space in many metropolitan hubs. That’s why deals are in the news including --

  • $110 million investment in Hostway by Veronis Suhler Stevenson, Fortress Capital, and Regiment Capital
  • $150 million investment in Quality Technology by General Atlantic
  • $100 million investment in Sabey Data Centers

Yet, while digital infrastructure is increasingly such an attractive area for middle-market PE investors, there are obstacles in your path toward success --

  • The data center space is highly capital intensive.
  • Applications are hotly competitive.
  • Brown field, green field, and acquisitions is re-configuring the opportunities to enter new markets.
  • And cost-effective access to power is an ever-present risk -- you need to be able to generate it and/or purchase enough of it at a workable price.

 

That’s why, while your eyes may be on the cloud for future deals or for enhancing your current portfolio companies, your head belongs in a pragmatic, informative environment that can boost your future success. That’s the hallmark of The Capital Roundtable’s All-NEW, full-day MasterClass™ on digital infrastructure & cloud computing for middle-market PE companies --

 

PE Investing in Digital Infrastructure

& Cloud Computing Companies --
How More & More Middle-Market PE Firms
Are Seeking Success in These New Booming Industries

 

On Thursday, June 24, in New York, you’ll discover where the most significant opportunities lie for middle-market investors in cloud computing and digital infrastructure, and what steps can boost performance of your existing portfolio companies.

 

We’ll explain --

  • Why consolidations among data center and hosting companies will affect the 2010 and 2011 landscape.
  • Why the IPO market is strengthening among data center and colocation providers.
  • How video on demand and broadband voice applications are changing the makeup of data center tenants and cloud computing infrastructure.
  • And why there is ample opportunity for smaller firms to get into the data center space even without expansion capital on hand.

 

Of course, while digital infrastructure growth seems infinite, your opportunity to register for this MasterClass at significant savings happens to be finite. If you want to take advantage of our special Early Bird Discount and save $400, you’ll need to move quickly and RSVP today!

 

Just One Day Can Bring You Rich Opportunities

For the Next Three to Five Years.

 

By attending this all-NEW MasterClass, you’ll be ahead of the pack in grasping the dramatic potential of cloud computing and digital infrastructure. You’ll understand what deals are harbingers of future activity, what investor concerns are being alleviated, and what new technologies are on the horizon.

 

We are especially pleased to have one of the industry’s best-known specialists in cloud computing and digital infrastructure chair this MasterClass. You can look forward to hearing from Bill Luby, partner of Seaport Capital, a premier New York investment firm focused on the media, telecommunications, information, and business services industries.

 

Seaport Capital first invested in the data center sector in February 1999 with its initial investment in Switch & Data Facilities (NASDAQ: SDXC), where Bill is the Chairman of the Board. Since then, Seaport has also been the lead investor in Peak 10 and AIS.

Prior to Seaport Capital, Bill was a Managing Director at Chase Capital. He received his MBA from Duke University and a BA from Trinity College.

 

20 PE Experts in the Thick of Today’s Marketplace.

 

In addition to Bill’s valuable insights, you’ll hear from 20 digital infrastructure and cloud computing specialists who are well-versed on the numbers, nuances, and necessities investors must know. Four panel discussions will feature PE investors doing deals of all sizes, investment bankers, lenders, professional services providers and more.

 

By attending this MasterClass, you’ll gain an up-to-the-minute perspective on today’s key topics as our panelists answer questions like these --

  • Why has digital infrastructure become such an attractive area for PE investors??
  • What will be the most significant opportunities for 2010 and 2011 – cloud hosting, colocation, business continuity, content services, or something else?
  • How may changes in the Electronic Communications Privacy Act or other Washington considerations affect the digital infrastructure space?
  • Who is touting breakthrough applications that may shake up the cloud?
  • What is the outlook for data center growth, and what geographical areas are seeing expanded investment?
  • Are social networks continuing to drive growth in cloud computing? Will the buzz continue throughout the coming decade?
  • Who is financing deals, and how are lenders evaluating investments?
  • What time horizon should investors expect for exit strategies? How viable is the IPO market for exiting infrastructure/cloud investments?
  • Which financial and operational strategies can help your portfolio companies gain greater success?
  • And much, much more.

Register Now for What Will Be an Exceptionally Popular Event.

 

As a premier MasterClass thoroughly covering a sector in high audience demand, we expect our available seats to fill very quickly. What’s more, as with all programs from The Capital Roundtable, the information you’ll receive is simply not available anywhere else.

 

Equally important, you’ll be able to take advantage of our exceptional networking opportunities. Between presentations and at lunch, you’ll have plenty of time to meet your fellow attendees and our featured speakers, compare notes, and exchange sources -- so you can start making sound moves the very next day.

 

You should attend this MasterClass if you are a --

  • GP or LP looking to invest in digital infrastructure and cloud computing.
  • New PE firm considering cloud investments.
  • Partner or operating executive of a digital infrastructure portfolio company.
  • Lender or real estate investor wishing to participate in digital infrastructure and cloud computing transactions.
  • Attorney or advisor who works with PE firms.
  • Executive search professional recruiting for the PE industry.

Remember, register with our Early Bird Discount by May 14, 2010, and you’ll save $400 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

  • William K. Luby, Partner, Seaport Capital LLC    

Hosted By

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

Speakers

  • Mark Adams, Chief Development Officer, Equinix Inc.

  • C. J. Brucato, Partner, ABRY Partners LLC

  • Anthony F. Caporrino, Managing Director, Alvarez & Marsal Transaction Advisory Group LLC
  • Daniel Golding, Managing Director, DH Capital LLC

  • Sean Hackett, Research Director, 451 Group
  • Joseph Junda, Senior Director, CIT Group Inc.
  • Ken Klassen, Managing Director, RBC Capital Markets Corp.
  • Bruce Lazenby, Regional Vice President, Corum Group Ltd.
  • Howard J. Loewenberg, Managing Director, Signal Hill Capital Group LLC
  • Paul M. Mahoney, Partner, Edwards Angell Palmer & Dodge LLP
  • Tyler C. Newton, Partner, Catalyst Investors LP

  • Robert B. Nolan, Managing Partner, Halyard Capital

  • Andy Schroepfer, V.P.--Strategy, Rackspace Managed Hosting
  • Sengal M. G. Selassie, Managing Partner, Trinity Equity Investors LLC
  • Francis Stiff, President, Cheval Capital Inc.
  • Christopher Turco, Chief Operating Officer, Hosted Solutions LLC
  • Sean C. White, Partner, Spire Capital Partners LP

  • Art Zeile, Chief Executive Officer, Hosting.com Inc.

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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, June 24, 2010
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Introductory Keynote -- "Key Trends & Issues for Investors in Digital Infrastructure & Cloud Computing Companies"

Chairman’s Keynote -- "Voice of Experience -- Pros & Cons of Buying & Owning Middle-Market Digital Infrastructure & Cloud Computing Companies"

Coffee & Networking Break

First Panel -- "Getting the Jump on Doing Digital Infrastructure & Cloud Computing Deals in 2010 -- Where to Source Them, How to Pick Them"
Luncheon & Networking
Second Panel --Understanding the Environment for Digital Infrastructure & Cloud Computing Deals -- Why Today is the Best of Times, & the Worst of Times
Third Panel -- Executing Digital Infrastructure & Cloud Computing Deals -- How to Manage Due Diligence, Get Financing, & Handle Structural Issues”
Coffee & Networking Break
Fourth Panel -- Working with Digital Infrastructure & Cloud Computing Companies in Your Portfolio -- How to Help Them & Where to Find the Best Liquidity Opportunities”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, May 14, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 4, and the fee for the MasterClass is $1195.
  • After that, the standard 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 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, June 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

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 Dana DeMattia at 212-832-7333 or by email at ddemattia@capitalroundtable.com.

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