MasterClass^TM

Co-Host

Sponsors

Partial List of
Past Attendees

AlixPartners LLC

Alliance Holdings Inc.

Ariba Inc.

Arlington Capital

Arsenal Capital Partners

BBK Ltd.

Blue Wolf Capital

Branford Castle Inc.

Catterton Partners

CMH Partners

Credit Suisse Securities

Crowe Horwath LLP

Diamond Castle Holdings

Enhanced Capital

General Atlantic LLC

GTCR Golder Rauner LLC

Hamilton Lane

Invesco Private Capital

Irving Place Capital

Jones Lang LaSalle Inc.

Keystone Capital Inc.

KKR Capstone

Kohlberg & Co. LLC

LINX Partners LLC

Lyceum Capital Partners

Madison Capital Funding

Martin Benefits Consulting Inc.

Milestone Partners

Morgan Stanley

Needham & Co. LLC

Northgate Capital LLC

Saw Mill Capital LLC

Teachers' Private Capital

TIAA-CREF

Media Partners

Research Partners

Clear the date March 4 on your calendar!

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

       All-New Content! All-New Speakers!  

  Fourth Semi-Annual MasterClass™ on

 Middle-Market PE Portfolio Companies

PE Portfolio Companies --

Best Practices for Helping Them Build Value

& Prepare for IPOs or Strategic Sales

  Attendance Is Limited!

  CLICK HERE to Register Now

  CHAIRED BY

John M. Jureller, Senior Vice President
             General Atlantic LLC             

         Featuring 20 Expert Speakers Including --

• Robert Ageloff, Jones Lang LaSalle Inc.

• John Blyzinskyj, ConJoin Group LLC

• Scott A. Bontempo, Welsh Carson Anderson & Stowe LP

• Michael P. Borom, Thomas H. Lee Partners

• James R. Corey, Blue Ridge Partners Management Consulting LLC
• William L. Cornog, KKR Capstone
• Mark Eggerding, U. S. Foodservice Inc.
• Mark Emery, Jordan Co. LP
• Patricia L. Hedley, General Atlantic LLC
• John C. Kennedy, Paul Weiss Rifkind Wharton & Garrison LLP
• Talley Lambert, Boston Consulting Group Inc.
• Jay S. Lucas, Lucas Group Inc.
• Julian V. McCarthy, Heidrick & Struggles International Inc.
• Bob A. Newport, Emdeon Business Services LLC
• Stephen M. Payne, Ernst & Young Transaction Advisory Services
• Bryan E. Pearce, Ernst & Young LLP
• Stephen Presser, Monomoy Capital Partners LP
• James R. Renna, Cerberus Operations & Advisory Co. LLC
• Ron A. Sansom, The Riverside Company
• Michael Tomasulo, Aon Risk Services Inc.

Click Here to Register >>   Purchase Audio Package >>

 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, March 4, 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 |

Last year, the advice you gave your portfolio companies was likely the basic blocking-and-tackling variety. Eliminate redundancies. Cut workforce. Freeze wages. Rationalize product lines.  Which was all well and good, while your companies were going through a rough twelve months. But now that 2010 has arrived, things are different.

Now’s the time for portfolio companies to be ramping up the value they’ve been developing. That’s why you and your partners should be proactive, not reactive. You should be brave enough to continue to invest in the growth of your companies -- so they can acquire new customers, boost sales from existing customers, and enhance their products and services for the new decade.

You may want to help your companies accomplish this with add-on acquisitions.  It’s a logical move among many PE investors, because well-priced opportunities are out there that can help increase existing sales and market share -- including competitors that may have become weakened but still be basically sound.

Or you may want to implement new systems for monitoring your portfolio companies -- redefining metrics and improving transparency. A recent survey by RSM McGladrey showed that 85 percent of PE firms had increased their communications in the past six months. The question is -- can your portfolio companies do this without new IT spending and still preserve short-term cash?

In fact, it’s well worth it to scrutinize all portfolio company cash management activities, as best practices point to adopting the side of caution as a way of life, not just a short-term reaction to a difficult environment.

What’s more, you have new considerations for portfolio company exit strategies now that the IPO market seems to be returning to health. In 2009, the total of new public issues was more than double that of 2008, and the upward trend is continuing for 2010. With public markets more available than the credit markets, using IPOs can reduce leverage and improve liquidity.

Taking the right actions to strengthen your portfolio companies isn’t a matter of luck --  it’s a set of strategies you can perfect by listening and learning to experts. Which will indeed be your takeaway when you attend this all-new, full-day MasterClass™ from The Capital Roundtable --

PE Portfolio Companies --

Best Practices for Helping Them Build Value

& Prepare for IPOs or Strategic Sales

On Thursday, March 4, 2010, in New York, we’ll bring you the latest thinking and freshest ideas for the weeks and months ahead.

And we’re even ready to add exceptional value of our own when you register for this MasterClass -- sign up now and you’ll assure yourself of both a seat and a $300 Early Bird Discount!

20 Leading PE Specialists Share Their Perspectives.

As chair of this full-day MasterClass, we’re pleased to welcome John Jureller, senior vice president of General Atlantic in New York, responsible for maximizing growth initiatives and business improvement opportunities in GA’s portfolio companies. John has nearly three decades of experience in corporate development, corporate finance, and turnaround consulting including being CFO for global manufacturer WestPoint International, director for global business advisory firm AlixPartners, and executive with such Fortune 100 companies as GE and PepsiCo.

As a leader of General Atlantic’s resources group, John guides executive teams and CFOs on financial issues, offering operational support and best practices implementation assistance. John received an MBA in finance from Cornell University.

Along with John, you’ll be in the company of 20 experienced PE professionals who will be contributing real-world insights. Four all-new panel presentations will feature operating partners and functional specialists who will weigh in on everything from planning for top-line growth to managing both working capital and human capital -- all from the vantage point of a middle-market PE manager -- 

1. “Working Capital Management --
   How to Manage Your Cash When Revenues Are Slack”
2. “Revenue Generation & Sales Force Effectiveness --
   How to Plan, Motivate, & Measure Your Top Line Growth”
3. "Exit Readiness --
   How to Successfully Prepare Your Company for Sale -- or for Going Public” 
4. “Managing Your Human Capital --
   How to Recruit, Evaluate, Pay, & Keep Your Most Talented People -- & Plan for Succession"

So whatever stage of development your portfolio companies are in, whatever risks their business models present, this MasterClass can be your own virtual crystal ball for helping put your companies on the path to success. We’ll provide the answers you can use to help your companies seize the decade’s new opportunities --

• What are effective methods of enhancing revenue streams through an analysis of sales force effectiveness?
• How are companies putting their sales team in the best position to grow existing relationships and establish new opportunities?
• What are the less obvious issues you need to consider before committing to a public offering?
• What about assessing IPO readiness? Can the company sustain the structural challenges of being a publicly reporting entity?
• Why is a dual track exit strategy so popular now, i.e. preparing for an IPO, while at the same time searching for a merger partner?
• What is the strategic and tactical importance of obtaining and nurturing the portfolio companies executive leadership teams?
• How do you develop and align incentives to drive superior portfolio performance?
• What are effective working capital management practices and why are past gains so critical to preserve?
• How can you continue to build upon past working capital management successes, including integration of the portfolio companies’ leadership teams into your efforts?
• And much, much more.

Bring Your Challenges, Leave With Solutions.

By joining us on Thursday, March 4, 2010, you’ll gain a host of practical recommendations that you’ll want to pass along to your colleagues.  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.

We’ve designed this MasterClass to benefit --

• PE managers who want to expand their skills beyond origination and financing
• Operating partners who want to know how other firms are handling related issues..
• General partners who want to maximize the performance of their portfolio companies
• Institutional investors who want to better understand today’s operational considerations.
• Executives of portfolio companies who wants to be proactive in boosting future returns.
• Advisory firms looking to connect with GPs.
• Executive search professionals recruiting for the private equity industry.

Remember, register with our Early Bird Discount by January 15, 2010, 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 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 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

• John M. Jureller, Senior Vice President, General Atlantic LLC

Hosted By

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

Speakers

• Robert Ageloff, Managing Director, Jones Lang LaSalle Inc.

• John Blyzinskyj, Managing Director, ConJoin Group LLC

• Scott A. Bontempo, Senior Operating Executive, Welsh Carson Anderson & Stowe LP

• Michael P. Borom, Managing Director, Thomas H. Lee Partners

• James R. Corey, Managing Partner, Blue Ridge Partners Management Consulting LLC
• William L. Cornog, Partner, KKR Capstone
• Mark Eggerding, Senior Vice President, U. S. Foodservice Inc.
• Mark Emery, President, Jordan Co. LP
• Patricia L. Hedley, Senior Vice President, General Atlantic LLC
• John C. Kennedy, Partner, Paul Weiss Rifkind Wharton & Garrison LLP
• Talley Lambert, Partner & Managing Dir., Boston Consulting Group Inc.
• Jay S. Lucas, Chairman & Managing Partner, Lucas Group Inc.
• Julian V. McCarthy, Partner, Heidrick & Struggles International Inc.
• Bob A. Newport, Executive Vice President & CFO, Emdeon Business Services LLC
• Stephen M. Payne, Partner, Ernst & Young Transaction Advisory Services
• Bryan E. Pearce, U.S. Director--Venture Capital, Ernst & Young LLP
• Stephen Presser, Managing Partner, Monomoy Capital Partners LP
• James R. Renna, Senior Operating Executive, Cerberus Operations & Advisory Co. LLC
• Ron A. Sansom, Managing Partner, The Riverside Company
• Michael Tomasulo, Senior Vice President, Aon Risk Services Inc.

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Schedule

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Registration

• Early Bird Registration Fee -- and save $300 off the standard fee! Register by Friday, January 15, and the fee for the MasterClass is $1195.

• Premiere Registration Fee -- save $100 off the standard fee! Register by Friday, February 5, 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, February 25, 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

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 Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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