08:15 - 08:45

Chairman's Welcoming Remarks

08:45 - 09:30

Third Keynote

• Kelly M. Williams, Managing Director, Credit Suisse Securities (USA) LLC

09:30 - 10:30

Third Plenary
“Arranging Senior & Junior Debt –
How to Loosen Lenders’ Strings in a Tight Market”

Lenders are not as easy to crack open for deals and company growth in ’08. So how do you arrange funding in the current squeeze? Take away a wealth of options for secured and unsecured funding, sources that P.E. insiders call on in a pinch. Not to miss – one often-generous funding source many investors rarely think of.

• David J. Grossman, Managing Director, Kohlberg Capital Corp.
• Barry A. Kastner, Managing Director, Wachovia Capital Finance
• Michael L. Pizette, Managing Director, Crystal Capital Fund LP

• Scott S. Strasser, Principal, GB Merchant Partners LLC

10:30 - 11:00

Break

11:00 - 11:45

Fourth Keynote

• Robert D. Long, Managing Director, Allied Capital Corp.

11:45 - 12:45

Fourth Plenary
“Documenting the Legal Issues –
How to Keep the Devil from the Details”

Legal fees are often considered the bane of the dealmakers’ cost structure. But getting the contracts and legal details down right can cost much much more if they’re mishandled. Not to miss – the four worst mistakes that lawyers warn their p.e. clients about.

• Moderator - Daniel J. Eisner, Partner, Proskauer Rose LLP

• Timothy W. Busler, Managing Director, Guggenheim Capital Markets LLC

• Charles B. Hughes III, Managing Director, Easton Capital Investment Group
• David B. Pittaway, Senior Managing Director, Castle Harlan Inc.
  

12:45 - 01:45

Lunch

01:45 - 02:45

Fourth Breakout

A - "Raising Your Next (or First) P.E. Fund,

& Working with Your Limited Partners"

• Moderator - David C. Turner, Managing Director, Guardian Life Insurance Co. of America

• David M. Kirby, Managing Director, Kirby Capital Advisors

• Amy F. Solas, Managing Member, Solas Communications LLC
• Todd W. Betke, Of Counsel, Pepper Hamilton LLP

B - "Investing in Financial & Business Services Companies"

• Moderator - Martin C. Madden, Managing Partner, Seguin Partners LLC
• David W. Glenn, Managing Director, Lightyear Capital LLC
• Mitchell L. Hollin, Partner, LLR Partners Inc.
• Steven F. Piaker, Managing Partner, Talcott Partners

02:45-03:00

Break

03:00-04:00

Fifth Breakout

A - "Succeeding as an Independent (“Fundless”) P.E. Sponsor,

& Winning Deals and Capital by Bootstrapping"

• Moderator - Heberden W. Ryan, Managing Director, Boston Post Partners LLC
• Joshua N. Goldin, Principal, Lessing Co. LLC
• Stuart A. Jamieson, Managing Director, Radius Partners LLC
• Erik E. Maurer, Principal, Prospect Partners LLC
• Douglas S. Rose, Managing Partner, Gardner Webster Capital Partners

B - "Investing in Retailing & Restaurant Companies"

• Moderator - Joel A. Holsinger, Managing Director, Atalaya Capital Management LP
• Richard R. Leonard, Principal, Bruckmann Rosser Sherrill & Co. LLC
• Michael B. Fieldstone, Principal, Sun Capital Partners Inc.
• Rahul Aggarwal, Managing Director, Brentwood Associates

04:00-04:15

Break

04:15-05:15

Sixth Breakout

A - "Managing the Nuts & Bolts of Your Firm’s Back Office,

& Taming the HR, Legal, Regulatory, & Accounting Demons"

• Moderator - Denise Palmieri, Dir.--Client Relations, Pinnacle Group International Inc.

• Mark L. Epstein, Chief Financial Officer, Tailwind Capital Partners LP

• John P. Malfettone, Partner & COO, Oak Hill Capital Partners
• Joseph R. Riley, Managing Member, Psilos Group Partners

B - "Investing in Energy Services & Products Companies"

• Moderator - V. Frank Pottow, Managing Director, Greenhill & Co. Inc.

• Candice S. Beaumont, Managing Director, L Investments

• Mark D. Hull, Vice President, Prospect Capital Corp.
• Thomas W. Janes, Managing Director, Lincolnshire Management Inc.
  

05:15-06:15

Wine and Cheese Reception