The Private Equity Summer PowWow 2008


Day One: Tuesday, July 22

08:15 - 08:45

Chairman's Welcoming Remarks

08:45 - 09:30


First Keynote

  • Jesse E. Reyes, Managing Director, Bear Stearns Asset Management Inc.

09:30 - 10:30

First Plenary
"Building the Right Deal Flow -
How to Build a Terrific Pipeline"

Deal flow is the lifeblood of every P.E. firm, but how do you form the special relationships and build the pipeline to bring the best opportunities your way? Learn the best eight ways to establish the kind of deal flow that excites potential limited partners. Not to miss – developing the radar to identify the best deals at auctions.

  • Moderator - Michael J. Miller, Managing Director, Allied Capital Corp.
  • R. Kipp DeVeer, Managing Director, Ares Management LLC

  • J. Mark Jones, River Associates Investments LLC
  • Ted H. Kramer, Partner, Hammond Kennedy Whitney & Co. Inc.

10:30 - 11:00

Break

11:00 - 11:45

Second Keynote

    • Robert W. Stewart, V.P.--Public Affairs, Private Equity Council.

11:45 - 12:45

Second Plenary
“Mastering Due Diligence -
How to Sift Out the Pitfalls”

Surely the biggest risk to doing deals is screwing up due diligence. But with the proven due diligence tools you’ll take away from this session, you’ll be able to pinpoint potential deal killers that may lay deeply hidden. Not to miss – the critical three questions you should never fail to ask.

  • Moderator - John B. Hoesley, Partner, Prism Capital Corp.

  • Paul J. Aversano, Managing Director, Alvarez & Marsal Transaction Advisory Group LLC

  • Elena Lytkina Botelho, Partner, ghSMART & Co. Inc.
  • Charles W. Hardin, Partner, Jones Day

12:45 - 01:45

Lunch

01:45 - 02:45

First Breakout


A - "Focusing on the Bonanza of SMMDs - Small Middle-Market Deals -

& Finding Profits That are Easier, Faster, Simpler"

  • Moderator - Robert J. Fitzsimmons, Managing Partner, High Road Capital Partners

  • Laurens M. Goff, Principal, Goff Management Inc.
  • Jon A. Gordon, Managing Partner, Palladian Capital Partners LLC
  • Kevin T. Kester, Managing Director, Siguler Guff & Co. LLC


B - "Investing in Consumer & Food Companies"

  • Moderator - Paige Daly, Managing Director, LNK Partners
  • J. Robert Hall, Chief Executive Officer, Ardale Enterprises LLC
  • David G. Hoffman, Partner, Charterhouse Group Inc.

  • Edward J. Meyer, Managing Director, Easton Capital Investment Group

02:45-03:00

Break

03:00-04:00

Second Breakout


A - "Buying Underperforming & Distressed Companies,

& Putting Them on the Road to Big Profits"

  • Moderator - Stephen Presser, Managing Partner, Monomoy Capital Management Inc.
  • Daphne J. Firth, Partner, Woodside Capital Partners
  • Paul Halpern, Partner, Versa Capital Management Inc.
  • Charles W. Moore, General Partner, Jacobson Partners LP


B - "Investing in Healthcare & Medical Device Companies"

  • Moderator - Jon D. Lemelman, General Partner, Riverside Partners LLC
  • Jordan Klear, Managing Director, TIVIS Capital LLC
  • M. Michael Koby, Principal, Galen Partners LP

  • Sean Traynor, General Partner, Welsh Carson Anderson & Stowe LP

04:00-04:15

Break

04:15-05:15

 

 

 

 

 

 

 

Third Breakout


A - "Negotiating with Owners of Family Companies,

& Achieving Win-Win Deals That Work"

  • Moderator - Ross M. Posner, Director, Allstate Investments LLC
  • Carl C. Cordova III, Managing Partner, Cordova Smart & Williams LLC
  • Mark E. Sullivan, Partner, Lineage Capital LLC
  • W. Pieter Kodde, Managing Director, Lincolnshire Management Inc.

B - "Investing in Traditional & Digital Media Companies"

  • Moderator - Michael P. Behringer, Managing Director, Apprise Media LLC
  • Michael E. Bogdan , Partner, Atalaya Capital Management LP
  • Matthew E. Gormly, Managing Partner, Wicks Group of Companies LLC
  • Robert B. Nolan, Partner, Halyard Capital

05:15-06:15

Wine and Cheese Reception