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Capital Roundtable

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Clear the date September 12 on your 2013 calendar!

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

Attention -- Middle-Market Private Equity

& Mezzanine Firms’ Chief Financial Officers

BRAND-NEW CONFERENCE

 

Best Practices for Overseeing PE Fund
Administration & Compliance --
Rigors of Being a PE Firm CFO --
How to Survive the Trials & Tribulations

Register Now

CHAIRED BY
Blinn M. Cirella, Chief Financial Officer
Saw Mill Capital LLC

Featuring 20 Expert Speakers, including --

Bethany Chadwick, LNK Partners LLC

James V. Gaven, Welsh Carson Anderson & Stowe
Linda H. Hanauer, formerly of Paine & Partners LLC

Nisha Kumar, Greenbriar Equity Group LLC

Lindsey Marcinek, Halyard Capital Management LLC

Sheera Michael, TZP Group LLC

Brian Motechin, CFO & CCO, ZM Capital

Jason Murphy, Riverside Co.

Ross A. Oliver, Crestview Partners
Peter Polimino, Altus Capital Partners Inc.

Arthur B. Price, Thomas H. Lee Partners LP
Edward J. Resnick, Nautic Partners LLC
David S. Reynolds, Huron Capital Partners LLC

Paul C. Schaffer, Alterna Capital Partners LLC

Ashleigh Swayze, Swayze LLC
Adam B. Weinstein, New Mountain Capital LLC

John Yantsulis, Searchlight Capital Partners

Arthur S. Zuckerman, Atlas Merchant Capital LLC

 

Click Here to Register >>   Purchase Audio Package >

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, September 12, 2013

8:00 am – 5:00 pm
New York City

Designed to Meet the Needs of CFOs, COOs, CAOs, CCOs CIOs, and IROs

of Middle-Market Buyout, Growth Equity, & Mezzanine Funds,

as Well as the Lawyers, Accountants,
& Other Advisors Who Support Them

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

As the CFO of a private equity firm, your job today is vastly different -- and vastly more difficult -- than it was just a few years ago.

Everyone is making demands on your time -- the IRS, the SEC, your GPs, your LPs, lawyers, accountants, compliance auditors, and on and on.

It’s no wonder you’re likely to feel overworked … and underappreciated.

And while you’re far from alone, that’s small comfort when, say, you need to justify a sudden six-figure audit expense.

How do we know this?

Because in planning this conference, we took a unique approach. Instead of inviting outside technical experts to explain nitty-gritty details about administration and compliance, we explored what CFOs like you have to say.

For example --

  • You told us you’re concerned about keeping up with rising demands without having to work 24 hours a day.
  • And you told us that while you’re working harder and longer, you’re worried that one missed piece of information (yours or your partners’) can bring the weight of the SEC down on your shoulders.

As a result, we’ve created a conference where almost every single one of 20 speakers are your colleagues, people facing the same issues you are. They are the chief financial, operating, administrative, compliance, cybersecurity, and investor relations officers who keep private equity firms moving smoothly.

The idea behind this conference is for the speakers and moderators to --

• share their best practices
• share the solutions they’ve found
• share the vendors they like
• share the shortcuts they’ve discovered
• share the pitfalls they’ve experienced
• share the traps they’ve escaped

Best of all, you’ll hear war stories, and examples of do’s and don’ts --
but no infomercials, no “living brochures.”

When you attend this BRAND-NEW conference, you’ll learn how CFOs of firms like yours are surviving the new normal and keeping up with new regulations. It’s being held in New York City on Thursday, September 12th, and we’re calling it --

“Best Practices for Overseeing PE Fund Administration & Compliance --
Rigors of Being a P.E. Firm CFO --
How to Survive the Trials & Tribulations ”

Seats are limited. Register now!

So make a list of candid off-the-record questions you want to ask your peers. Register now for this conference. Seats are limited. The cost is low, the benefits are huge.

Here are 6 important reasons why you should attend this conference and hear what your colleagues at other firms have to say --

  1. Learn what other CFO’s top concerns are about cybersecurity, whether their systems have been breached, what consultants they’re using, and what other resources are worthwhile?
  2. Discover how your colleagues are making choices about compliance policies and procedures that will let you work efficiently and cost-effectively.
  3. Hear what techniques they have developed to bridge the communications gap between themselves and their general and limited partners.
  4. Hear what other firms are selecting for technology solutions and software services for reporting, valuation, compliance, investor relations, FATCA, AIFMD, and more.
  5. Find out what they have to say about social media, and how they’re using it to locate needed expertise.
  6. Learn the pros and cons of using an external fund administrator versus doing that work yourself.


Chairing this unique conference is Blinn Cirella, chief financial officer at Saw Mill Capital, an operations-oriented, middle-market PE firm focused on acquiring manufacturing and services businesses -- based in Westchester, just outside New York City.

Blinn is known for being one of the industry’s most visible and articulate spokespeople for how to make the job of CFO workable and meaningful. She has 20 years of industry experience.

Blinn joined Saw Mill in 2006. She was previously a director at BISYS Private Equity Services, a fund administrator, where she was responsible for managing and reviewing the accounting and administration for one large institutional client with over 20 private equity funds.

Prior to joining BISYS, Blinn spent six years as the controller of CommonFund Capital Inc.,
a prominent institutional investment firm. Previously, she served as treasurer and director of finance and administration for Orien Ventures Inc.

Blinn is earned a bachelor of science, magna cum laude, from Sacred Heart University, and has passed the CPA and Series 7 and Series 63 exams.

20 Expert Speakers to Help Ease Your Mind & Enhance Your Firm

This conference on September 12th will bring you 4 panel discussions featuring shared insights from 20 top P.E. CFOs who are successfully managing middle-market P.E. firms.

They’ll be offering real-world perspectives, lessons learned, and industry outlooks, plus insights you will not hear anyplace else.

Don't Miss This Exciting New Program -- Register Now!

By attending this Capital Roundtable conference, you’ll hear how middle-market private equity firms are navigating today’s regulatory minefields and compliance hurdles.

Your fellow CFOs will be answering such questions as --

  • How do they keep current with compliance requirements? What do they think about bringing a full-time chief compliance officer on board?
  • What challenges are your fellow CFOs facing in building a books and records system that can pass muster with partners, auditors, and regulators?
  • What exactly are your colleagues doing right now to prepare for FACTA?
  • How do they think the upcoming carried interest rule is going to affect the financial health of their firms?
  • How are other firms using pool purchasing, information technology, and offsite meetings among portfolio companies to save on operating costs?

Participate in First-Class Networking Opportunities

The day’s agenda includes ample time to let you --

           • Meet fellow attendees and featured speakers
           • Enhance your personal database with valuable connections
           • Share both ideas and business cards
           • If you’re an attorney or advisor -- Meet new potential clients
           • If you work as an executive search professional -- Meet potential prospects

And keep in mind we expect this conference to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Mara Kane today to confirm your attendance at 212-832-7300 ext. 0 or mkane@capitalroundtable.com.

Register Now!  We look forward to having you join us on September 12th.

This conference 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 conferences and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • Blinn Cirella, Chief Financial Officer, Saw Mill Capital

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Bethany Chadwick,Chief Operating Officer, LNK Partners LLC
  • James V. Gaven, Senior Compliance Counsel, Welsh Carson Anderson & Stowe
  • Linda H. Hanauer, Former Chief Operating Officer, Paine & Partners LLC
  • Nisha Kumar, Chief Financial Officer, Greenbriar Equity Group LLC
  • Lindsey Marcinek, V.P.--Finance, Halyard Capital Management LLC
  • Sheera Michael, CFO & CAO, TZP Group LLC
  • Brian Motechin, CFO & CCO, ZM Capital
  • Jason Murphy, Management Company CFO, Riverside Co.
  • Ross A. Oliver, Senior Counsel & CCO, Crestview Partners
  • Peter Polimino, Chief Financial Officer, Altus Capital Partners Inc.
  • Arthur B. Price, Assistant General Counsel & CCO, Thomas H. Lee Partners LP
  • Edward J. Resnick, V.P.--Operations, Nautic Partners LLC
  • David S. Reynolds, Chief Compliance Officer & CFO, Huron Capital Partners LLC
  • Paul C. Schaffer, Chief Financial Officer, Alterna Capital Partners LLC
  • Ashleigh Swayze, Managing Member, Swayze LLC
  • Adam B. Weinstein, Managing Director, New Mountain Capital LLC
  • John Yantsulis, Chief Financial Officer, Searchlight Capital Partners
  • Arthur S. Zuckerman, Chief Operating Officer, Atlas Merchant Capital LLC

Additional speakers to be announced.

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Schedule

 

Conference

07:30 - 08:15
08:15 - 09:00
09:00 - 09:45
09:45 -
10:45

10:45 - 11:30
11:30 - 12:30


12:30 - 01:30
01:30 - 02:15
02:15 - 02:30
02:30 - 03:30

03:30 - 04:30

04:30

  

Thursday, September 12, 2013

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote

Panel 1 -- "Forming & Administrating Funds -- What We Wish We’d Known Before We Started"

Coffee & Networking Break
Panel 2 -- “Dealing with Compliance & the SEC -- The Elephants in the Room”
Networking Luncheon

Afternoon Keynote
Coffee & Networking Break

Panel 3 -- “Managing Taxation, Valuation, GAAP & IRS – More Elephants in the Room”

Panel 4 -- "Overseeing Third-Party Vendors & Evaluating New Software Tools -- Surviving Our Growing Pains”

Networking & Adjournment

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Registration

  • The standard fee is $995 for the conference.
  • At the door, if space is available, the fee is $1295 for the conference.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Mara Kane at mkane@capitalroundtable.com or 212-832-7300 ext 0.

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, September 5th at 5:00pm, and we will credit you for a future conference.)


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 Mara Kane at 212-832-7300 ext.0 or by email at mkane@capitalroundtable.com.

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Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

(Jacket and tie required)

 

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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 Cathy Christino at 212-832-7300 or by email at cchristino@capitalroundtable.com.

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