Capital Roundtable Events for Private Equity and Venture Capital Investors, Investment Bankers, Lenders, CEOs, and the Professionals Who Advise Them
 

       MasterClass™              Audio Packages        

We record the proceedings of many of our MasterClass events, and make the recordings available for purchase on CDs* -- complete with all MasterClass handouts.

These packages enable you to:

  • gain key insight from the experts
  • stay current on critical topics
  • learn at your convenience
  • find out what really matters without sifting through what doesn't
  • acquire hard-to-obtain information from those who really know
  • share it with colleagues

* Please note that the default type of recording is compact disc. If you prefer cassettes, please make a note in the comments box on your order.

Our Most Popular Programs

PE Investments In Regional & Community Banks -- How To Navigate The Regulators & Build Profitable Opportunities - Chaired By Dory A. Wiley, Commerce Street Capital LLC
February 04, 2010, New York City
Find out more... | Purchase Audio Package

PE Restaurant Deals -- Rewriting Yesterday's Rules -- How To Pave The Way To Profit From New Opportunities - Chaired By Joel A. Holsinger, Fortress Investment Group
January 21, 2010, New York City
Find out more... | Purchase Audio Package

PE Investing In Education Companies -- How To Differentiate Your Strategy To Be Successful In This White-Hot Sector -
Chaired By Bruce A. Eatroff,
Halyard Capital

January 14, 2010, New York City
Find out more... | Purchase Audio Package

Healthcare Buyouts -- Where PE Investors Can Find Opportunities After The Upcoming Healthcare Reforms - Chaired By C. Taylor Cole Jr.,
Charterhouse Group Inc.

November 12, 2009, New York City
Find out more... | Purchase Audio Package

Investing In Cleantech & Renewable Energy Companies - Another All-NEW Annual MasterClass™ For Middle-Market PE, VC, & Mezz Firms -
Chaired By Mark Nydam,
PCG Asset Management LLC

October 29, 2009, New York City
Find out more... | Purchase Audio Package

How PE Firms Can Profit From Financial Services Investing, Given The New Regulatory Environment -
Chaired By Robert Glanville, Pine Brook Road Partners LLC

October 15, 2009, New York City
Find out more... | Purchase Audio Package

New Do's & Don'ts Of Fundraising In 2010 -- Bucking The Trend, & Hitting Your Targets - Tenth Semi-Annual MasterClass™ On Succeeding At Fundraising For PE, VC, & Mezz Firms -
Chaired By Steven Costabile, AIG Investments

October 07, 2009, New York City
Find out more... | Purchase Audio Package

Mezzanine Financing For 2010's PE Deals -- How To Find The Capital You Need Now That Mezz Firms Have The Upper Hand -
Chaired By Justin Wender, Castle Harlan Inc.

October 01, 2009, New York City
Find out more... | Purchase Audio Package

Enhancing Portfolio Companies -- How Top PE Firms Are Using State-Of-The-Art Strategies To Build Value -
Chaired By Hartley R. Rogers, Hamilton Lane

September 24, 2009, New York City
Find out more... | Purchase Audio Package

How To Benefit In 2009's Secondary Marketplace - Another All-NEW Annual MasterClass™ For Middle-Market PE, VC, Mezz, & Secondary GPs & LPs
Chaired By Brett Gordon, HarbourVest Partners LLC

July 23, 2009, New York City
Find out more... | Purchase Audio Package

How To Build Education & Training Platforms -- What PE Firms Are Learning - An All-NEW Annual MasterClass™ For Middle-Market Private Equity Investors & Mezzanine Lenders<br>Chaired By John Bates, Arlington Capital Partners
July 14, 2009, New York City
Find out more... | Purchase Audio Package

How To Find & Build Winning Food & Beverage Companies In Spite Of The Recession - Fifth Annual MasterClass™On PE & Mezz Investing In Middle-Market Food & Beverage Companies -- <br>Chaired By Scott Elaine Case, VMG Partners
June 25, 2009, New York City
Scott Case
Find out more... | Purchase Audio Package

How To Find & Buy Community Banks -- Main Street Trumps Wall Street - An All-NEW MasterClass™ On PE Investing In Community Banks -- <br>Chaired By Joshua Siegel, StoneCastle Partners LLC
June 18, 2009, New York City
Find out more... | Purchase Audio Package

How To Keep Relationships With LPs Harmonious -- Despite Recession, Credit Crunch, Mark-To-Market, Capital Calls, & Other Sources Of Frustration, Anger, Mud-Slinging -- & Divorce - MasterClass™ On Managing Relationships With Limited Partners For Middle-Market PE & Mezz Firms
May 14, 2009, New York
John Wolak
Find out more... | Purchase Audio Package

How Independent Sponsors Can Prosper During The Recession -- Without An Institutional Safety Net - Fifth Semi-Annual MasterClass™ On PE Dealmaking By Independent (aka "Fundless") Sponsors & The Investors Who Back Them
April 29, 2009 to
April 30, 2009, New York, NY

baum
Find out more... | Purchase Audio Package

How Media PE Investors Can Weather The "Perfect Storm" In Their Disrupted Industry - Third Annual MasterClass™ On PE Investing In Middle-Market Media Companies
April 16, 2009, New York, NY
Behringer
Find out more... | Purchase Audio Package

How To Negotiate With Mezz Lenders Now That The Credit Crunch Has Given Them The Upper Hand - Fifth Annual West Coast MasterClass™ On Mezz Financing For Middle-Market PE Deals
March 12, 2009, San Francisco, CA
Stromberg/Kahn
Find out more... | Purchase Audio Package

How To Buy & Fix Distressed Companies During The Recession -- The Art of Dealmaking In & Around Bankruptcy - Second Annual MasterClass On PE Investing In Distressed Companies
March 12, 2009, New York, NY
Presser
Find out more... | Purchase Audio Package

How To Help Portfolio Companies Cope With Shortfalls In Revenue, EBITDA, & Liquidity - Second Semi-Annual MasterClass™ On Adding Value To Middle-Market PE Portfolio Companies
March 04, 2009, New York, NY
Ecock
Find out more... | Purchase Audio Package

How To Find & Buy Regional Banks -- The Newest Major Opportunity For PE Investors - Another All-NEW Annual MasterClass™ For Middle-Market PE Firms
February 26, 2009, New York, NY
Decker
Find out more... | Purchase Audio Package

Surviving the PE Credit Crisis -- Where to Go, What to Do, Who to See
December 11, 2008, New York, NY
Find out more... | Purchase Audio Package

Where to Place Your Healthcare Investment Bets - No Matter What They Do in Washington!
November 13, 2008, New York, NY
Find out more... | Purchase Audio Package

How Independent (aka "Fundless") PE Sponsors Are Winning in the Middle Market - Footloose & Fund-Free
October 28, 2008 to
October 29, 2008, New York, NY

Find out more... | Purchase Audio Package

Private Equity Investing in Financial Services Companies - Turning Hard Times Into Hard Profits
October 16, 2008, New York, NY
glanville
Find out more... | Purchase Audio Package

Fundraising for Private Equity Firms - Tough Times Demand Fresh Tactics
September 25, 2008, New York, NY
Steven N. Costabile
Find out more... | Purchase Audio Package

Private Equity Summer PowWow
July 22, 2008 to
July 24, 2008, New York, NY

Find out more... | Purchase Audio Package

Summer MasterForum & Cocktail Reception - The Big Picture -- What's the Fate of Leveraged Deals?
July 16, 2008, New York, NY
Find out more... | Purchase Audio Package

Private Equity Investing in Retail & Consumer Deals - How The Downturn May Create Exciting New Opportunities
July 10, 2008, New York, NY
Henry Nasella
Find out more... | Purchase Audio Package

Adding Value to P.E. Portfolio Companies - Strategies for Improving Their Operations & Returns
June 25, 2008, New York, NY
Jon Weber
Find out more... | Purchase Audio Package

MasterCast - Creating A China Strategy to Add Value to Your Portfolio Companies
June 19, 2008, New York, NY
John Liu
Find out more... | Purchase Audio Package

Private Equity Investing in Food and Beverage Companies - How You Can Outperform Competitors Despite Rising Costs & Slumping Economy
June 18, 2008, New York, NY
Mo Stout
Find out more... | Purchase Audio Package

Investing in Family-Owned Companies - How to Turn Landmines into Gold Mines
May 15, 2008, New York, New York
Ross Posner
Find out more... | Purchase Audio Package

Smaller Middle-Market Deals - The Bonanza in Today's Turbulent Economy
May 14, 2008, New York, New York
Bob Fitzsimmons
Find out more... | Purchase Audio Package

Spring MasterForum & Cocktail Reception - Five Private Equity Sages Discuss Where There Are Silver Linings in Recessionary Clouds
May 07, 2008, New York, NY
T. Shattan
Find out more... | Purchase Audio Package

P.E. Investing in Distressed Companies - How to Pick Out the Slightly Bruised Apples From the Truly Rotten Ones
April 24, 2008, New York, NY
Stephen Presser
Find out more... | Purchase Audio Package

Energy-Sector Services & Products - How Middle Market Private Equity Is Riding An Unexpected Expansion
April 23, 2008, New York, NY
Tom Janes
Find out more... | Purchase Audio Package

Nuts & Bolts of Running a P.E or V.C Shop - In Today's Demanding Environment
March 27, 2008, New York, NY
Mark Epstein
Find out more... | Purchase Audio Package

Mezzanine Finance - Why P. E. Firms Are All of a Sudden Cozying up Again with Middle-Market Mezz Funds
March 13, 2008, San Francisco, CA
Ronald A. Kahn & G. Thomas Stromberg, Jr.
Find out more... | Purchase Audio Package

Fundraising for P.E. & V.C. Firms - Why Prospects Look Bright in 2008
February 28, 2008, New York, NY
Thomas Rest
Find out more... | Purchase Audio Package

The Art of Building the Right Deal Flow - How Middle-Market P. E. Firms Can Boost Their Origination Efforts
February 27, 2008, New York, NY
Rob Long
Find out more... | Purchase Audio Package

How More & More Fundless Equity Sponsors -- & Investors - - Are Staking Claims in P.E.'s New Frontier
February 07, 2008, New York, NY
Find out more... | Purchase Audio Package

Traditional Media Companies - New Opportunities for P.E. Investors In a Rapidly Evolving Industry
January 30, 2008, New York, NY
Matthew Gormly
Find out more... | Purchase Audio Package

P.E. Investing in Middle-Market Restaurant Companies - Sponsors Show Renewed Appetites As Valuations Come Back to Earth
January 23, 2008, New York, NY
Joel Holsinger
Find out more... | Purchase Audio Package

Due Diligence MasterClass - 25 Seasoned Experts Reveal Ways To Improve The Odds
October 30, 2007, New York City
Howard Morgan
Find out more... | Purchase Audio Package

Private Equity Investing in Middle-Market Medical Device Companies - How You Can Benefit From the Consolidation Binge
October 18, 2007, New York City
Zubeen Schroff
Find out more... | Purchase Audio Package

Private Equity Investing in Healthcare Services Companies - Which Sectors Are Getting Investors' Attention, Which Are Not?
October 17, 2007
Michael Aspinwall
Purchase Audio Package

Financial Services Companies - Fresh Source of Dynamic Opportunities for Middle-Market P.E. Investors
September 25, 2007, New York City
Mitchell L. Hollin
Find out more... | Purchase Audio Package

Fundless Equity Sponsors MasterClass - How a New Breed of Investors -- & The Funds That Back Them -- Are Expanding Their Share of the P.E. Market
September 19, 2007, New York City
Michael Alcamo
Find out more... | Purchase Audio Package

The Art of Investing In Family-Owned Companies - How to Successfully Win Their Hearts, Minds & Shares
July 19, 2007, New York City
Ross Posner
Find out more... | Purchase Audio Package

Investing in Consumer & Retail Deals - Why Smart P.E. Is Jumping In
June 07, 2007, New York City
David Yarnell
Find out more... | Purchase Audio Package

Fundraising for PE & VC Firms - Winning Strategies for Experienced & Emerging Managers
May 17, 2007, New York City
David Turner
Find out more... | Purchase Audio Package

Fundless Equity Sponsors - How You Can Buy Companies Without Having Your Own Private-Equity Fund
April 25, 2007
Bruce Luehrs
Purchase Audio Package

The Art of the Smaller Deal - How Smaller Middle-Market P.E. Funds Can Outperform the Great Big Ones
March 15, 2007, New York City
Bob Fitzsimmons
Find out more... | Purchase Audio Package

MasterClass on Buyouts in the Media Industry - Middle-Market Heat Beneath the Mega-Market Hype
January 17, 2007, New York City
George Cole
Find out more... | Purchase Audio Package

MasterClass on Buying Out & Expanding Medical Device & Product Companies - Where is the Smart P.E. Money Hunting?
November 29, 2006, New York City
Jon Lemelmen
Find out more... | Purchase Audio Package

MasterClass on Second Lien Borrowing - How You Can Find the Most Attractive Second-Lien Deals in 2007?? What New Twists are Hedge Funds Offering to Make Their Deals More Competitive?? How Do You Compare Terms on Second-Lien Deals??
November 09, 2006, New York City
Adam Blumenthal
Find out more... | Purchase Audio Package

MasterClass on Going Public Without an IPO - New Alternatives for Tapping the Public Capital Markets
October 31, 2006, New York City
George Bickerstaff
Find out more... | Purchase Audio Package

MasterClass on "Fundless" Equity Sponsors - How You Buy Companies Without Having Your Own Fund
October 12, 2006, New York City
Denny Ogden
Find out more... | Purchase Audio Package

MasterClass on Fundraising for PE & VC Firms - Winning Strategies For Follow-on & Start-up Funds
September 28, 2006, New York City
David Turner
Find out more... | Purchase Audio Package

Fourth Annual MasterClass--Mezzanine Finance on the Rebound?? - What That Means for Middle-Market Deal Sponsors Who Use Second-Lien Loans, Sub-Debt, & Preferred Stock
September 20, 2006, New York City
Ron Kahn/Clem Wood
Find out more... | Purchase Audio Package

First Annual MasterClass on Strategic Deals in India - Opportunities For U.S. Private-Equity Firms
July 27, 2006, New York City
Alex Bangash
Find out more... | Purchase Audio Package

First Annual MasterClass on P.E. Investing in Healthcare Deals - Are We At the Top of the Cycle? Where Should Smart P.E. Money Head?
July 20, 2006, New York City
Sean Traynor
Find out more... | Purchase Audio Package

Second Annual MasterClass on Pricing, Valuation, & Due Diligence - The Art & Science of Negotiating Private Equity Deals
June 07, 2006, New York City
Jesse Reyes
Find out more... | Purchase Audio Package

MasterClass on Tech Industry Buyouts -- Getting in on the Boom - Private equity firms doubled the amount invested in tech deals last year. The number of deals grew two-thirds. What changed? Who are the players? Where are the best opportunities? Where are the exits?
May 23, 2006, New York City
Find out more... | Purchase Audio Package

Third Annual MasterClass on Fundraising for PE & VC Firms - Strategies for Follow-on & Start-up Funds
May 18, 2006, New York City
John Crocker
Find out more... | Purchase Audio Package

MasterClass on Restaurant Industry Buyouts -- What You Can Learn From Experienced Investors - Buying restaurants & restaurant chains is a profitable niche that's attracted huge interest lately. What do successful investors look for? Where have they found the best opportunities? What mistakes are they avoiding?
April 20, 2006, New York City
Adam Burgoon, Apax Partners Inc.
Find out more... | Purchase Audio Package

MasterClass on Activist Investing -- How to Pick Targets & Strategies to Reap Big Rewards - Activists buy minority stakes in public companies, then demand changes from management. What are the practical aspects of how they operate? What different strategies do they use? What are the pros & cons? How can you benefit?
April 06, 2006, New York City
Chaired By: Eric S. Rosenfeld, President, Crescendo Partners LP
Find out more... | Purchase Audio Package

MasterClass on "Fundless" Equity Sponsors -- How You Buy Companies Without Having Your Own Fund
March 30, 2006, New York City
Venita E. Fields, Senior Managing Director, Smith Whiley & Co.
Find out more... | Purchase Audio Package

MasterClass on Second-Lien Borrowing -- Q2/06 Update -- How You Cut Deals in a Cooling-Down Market - This market has transformed. It has become institutionalized. Now most sponsors treat it as a permanent part of the financial landscape. How does that change your dealmaking decisions in 2006? Where do you go for the best terms?
March 16, 2006, New York City
Adam M. Blumenthal, Managing Partner, Partnership Equity
Find out more... | Purchase Audio Package

Second Annual MasterClass on Smaller Middle-Market Buyouts -- How You Can Outperform Your Competition - This end of the market is red hot, competition is intense, multiples are on the rise. So where are funds finding attractively-priced deals? How are they still giving their LPs great returns?
March 02, 2006, NewYork City
Chaired By: Robert J. Fitzsimmons, Managing Partner, The Riverside Company
Find out more... | Purchase Audio Package

MasterClass on Food & Beverage Buyouts - What Successful Investors Are Doing Right, and Where the Best Opportunites Are
January 26, 2006, New York City
Chaired By: David W. Frost, Managing Partner, Frost & Partners
Find out more... | Purchase Audio Package

Non-Traditional Exit Strategies - Newest Trends in PIPEs, SPACs, Reverse Mergers, & Rollups
November 30, 2005, New York City
Chaired By: Daniel L. Burstein, Managing Partner, Millennium Technology Ventures LP,
Find out more... | Purchase Audio Package

Second Lien Lending Update - Dynamic changes are afoot in the second lien market -- Learn how to get the best deal & to bulletproof the terms you negotiate
October 19, 2005, Yale Club, New York City
Chaired By: Adam M. Blumenthal, Managing Partner, Partnership Equity
Find out more... | Purchase Audio Package

Third Annual Mezzanine Finance MasterClass - Learn the latest trends, strategies, & deals in mezzanine finance, as well as best practices in structuring transactions
September 28, 2005, University Club, New York City
Chaired By: Ronald A. Kahn, Managing Director, Lincoln International & Clement B. Wood, Partner, Sonnenschein Nath & Rosenthal LLP
Find out more... | Purchase Audio Package

Private Equity Valuations - What GPs & LPs Need To Know To Survive Today's New World Of Scrutiny
June 22, 2005, New York City
Chaired by: Jesse E. Reyes, Managing Director, Reyes AnalyticsCo. Inc.
Find out more... | Purchase Audio Package

Fundraising for Private Equity Firms - Best Practices for Follow-On & Startup Funds
May 05, 2005
Chaired By: John Crocker, Managing Director--Private Fund Group, Citigroup Inc.
Purchase Audio Package

Fundraising for Hedge Fund Managers - Best Practices for Follow-On & Startup Funds
March 10, 2005, New York City
Chaired by: Nicole Kubin, Partner, Velvet Asset Management
Find out more... | Purchase Audio Package

Third Annual SBICs MasterClass - The New Realities... Operating Your SBIC in Today's Environment
November 17, 2004, New York City
Chaired by: Michael B. Staebler, Dean of SBIC Law, & Partner, Pepper Hamilton LLP
Find out more... | Purchase Audio Package

Third Annual How to Find a Company to Buy - And Close the Deal on Your Terms
November 10, 2004, New York City
Chaired by: Andrew J. Sherman, author, Mergers & Acquisitions from A to Z: Strategic & Practical Guidance for Small & Middle-Market Buyers & Sellers
Find out more... | Purchase Audio Package

Second Annual Reverse Mergers Summit - 18 Leading Experts Offer Insights into Best Practices for Doing Reverse Mergers
October 20, 2004, New York City
Chaired by: David N. Feldman, Managing Partner, Feldman Weinstein LLP
Find out more... | Purchase Audio Package

Newest Trends in PIPEs
July 13, 2004, New York City
Chaired by: Andrew Arno, Head of Capital Markets, C. E. Unterberg Towbin; & J. Mitchell Hull, Managing Director, Hull Capital Corp. LLC
Find out more... | Purchase Audio Package

Other Programs

You can find more information on our other past programs on our Past MasterClasses page.