MasterClassTM

Capital Roundtable

 

Sponsors

 

Association Partners

Research Partners

mergermarket

Media Partners

 

 

The Deal

 

 

Partial List of
Past Attendees

13i Capital Corp.

ACI Capital Co. LLC

AirNet Systems

AlixPartners LLP

Alliance Holdings Inc.

Alterity Group LLC

Alvarez & Marsal Holdings LLC

American Beverage Corp.

American Capital Ltd.

American Securities
Capital Partners LLC

American Securities Resources Group

Ansell Holdings LLC

Aon Risk Services

Arcapita Inc.

ArcLight Capital Partners

Argo Inc.

Argosy Capital

Arlington Capital

Arsenal Capital Partners

Athenian Venture Partners

Audax Private Equity

AxeaGroup Co. LLC

Bain & Co. Inc.

Bain Capital Private Equity

BBK Ltd.

Beekman Group LLC

Berkshire Partners Beverage Portfolio

Birch Hill Equity Partners Management Inc.

Bison Partners

Blue Ridge Partners

Blue Wolf Capital

BMO Capital Markets

Boston Consulting

BrainNet Supply Management Inc.

Branford Castle Inc.

Brown Brothers Harriman & Co.

CAI Capital Management

Cantor Fitzgerald LP

Capital Growth Advisors

Capital Partners LLC

CapitalSpring LLC

Catterton Partners

CBRE Group Inc.

Cedar Point Financial Services

Celerant Consulting

Centerview Partners

Cerberus Operations & Advisory Co. LLC

Charter Oak Equity

Chrysallis

Citi Private Equity

Citibank

CMH Partners

Court Square Capital Partners

Credit Suisse Securities

Crescendo Partners

Crowe Horwath LLP

Cushman & Wakefield Inc.

Denham Capital Management LP

Doral Money Inc.

Dow Lohnes PLLC

Egon Zehnder International Inc.

Elias Consulting LLC

Emdeon Business Services LLC

Emerald Technology Ventures Inc.

Enhanced Capital

Ernst & Young LLP

Esker Capital

Exportwire

Farber Financial Group

Frank Capital Group

FTI Consulting Inc.

FTI Palladium Partners

Fund Evaluation Group

GEN3 Partners Inc.

General Atlantic LLC

Gerson Lehrman Group Inc.

ghSMART & Co. Inc.

Global Junction Group

Goldman Sachs

Graham Partners Inc.

Grant Thornton LLP

Green Peak Partners

GTCR Golder Rauner

Guggenheim Venture Partners LLC

H. I. G. Bayside Capital

Hamilton Lane

Heidrick & Struggles

Hess Associates

Highbridge Principal Strategies LLC

HighPoint Associates

Hillside Management

HSBC Capital (USA)

iLevel Solutions

InEnTec LLC

InLine Strategies LLC

Insperity Inc.

InvAscent Advisory

Invesco Private Capital

Irving Place Capital

J. F. Lehman & Co.

JLL Partners Inc.

Jones Lang LaSalle

Jordan Co. LP

Kamylon Capital LLC

Katten Muchin Rosenman LLP

Keystone Capital Inc.

Kimera Consulting

KKR Capstone

Kohlberg & Co. LLC

Kohlberg Kravis Roberts & Co. LP

KPMG LLP

KRG Capital Partners

Lake Capital

Lancor

LC Consulting

LINX Partners LLC

Littlejohn & Co. LLC

LogicSource

Lone Star Investment Advisors LLC

Lucas Group Inc.

Lyceum Capital Partners

Madison Capital Funding

Marsh Inc.

Martelli & Associates

McGladrey

McGriff Seibels & Williams Inc.

Mercon Corp.
Mercuri International

Milestone Capital Partners LLP

MJ Investment

Monomoy Capital

Morgan Stanley Private Equity

New England Consulting

Newmark Knight Frank

Newton North America

NextBridge Group LLC

Northgate Capital LLC

Oliver Wyman Group

OMERS Private Equity

Ontario Teachers' Pension Plan

Opera Solutions LLC

Palladium Equity Partners LLC

Parthenon Capital Partners

Parthenon Group LLC

Paul Weiss

Peter Shea Consulting

Phoenix Logistics Inc.

Plex Systems Inc.

PMC Treasury Inc.

Pritzker Group

Private Equity Operations

Profit Business Consulting Inc.

Profit Velocity Solutions

R. R. Donnelley & Sons

RBC Capital Markets

Renee Fellman & Associates

Riverside Co.

Riverside Risk Advisors

RMP Group LLC'

Ropes & Gray LLP

Rubicon Acquisitions

Ryder System Inc.

S. H. Martin & Co. Inc.

Safeguard Scientifics

SageView Advisors

Sankaty Advisors LLC

SAP America Inc.

SAP Canada Inc.

Saw Mill Capital LLC

Schwalm Consulting

Services India Pvt.

Sherborn Ventures

Silver Lake Sumeru

Silver Point Capital LP

Snow Phipps Group

Solebury Capital Group

Steer Partners LLC

StepChange Strategy

Sterling Capital Partners

Teachers' Private Capital

Tenex Capital Management

TheLadders.com

Thomas H. Lee Partners

Tiltmann Associates

TMW Enterprises Inc.

Tompkins Associates

Transcend Consulting

Triangle Venture Partners

U. S. Foodservice Inc.

Unlimited Horizons Inc.

ValueStream Partners

Velocity Express Corp.

Vivaldi Partners Group

VO2 Partners

VSA Consulting Group

Wall Street Transcript

Weil Gotshal & Manges LLP

Welsh Carson

Yeates HR Strategy & Advisory

ZS Associates Inc.


 

 

 

Clear the date September 13 on your calendar!

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

Our NINTH Semi-Annual Conference

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Best Practices for Overseeing

Private Equity Portfolio Companies

New Perspectives, New Tools

For Driving Growth & Ensuring Profitability

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Pericles G. Mazarakis, Managing Director
Thomas H. Lee Partners LP

 

Featuring 20 Expert Speakers Including --

  • James R. Corey, Blue Ridge Partners Management Consulting LLC
  • Richard H. Cross, Alston Capital Partners LLC
  • Lee Dranikoff, American Securities Capital Partners LLC
  • John M. Dupuy, AirNet Systems
  • Carlos J. Ferreira, Grant Thornton LLP
  • Charles E. Gottdiener, Providence Equity Partners LLC
    • David Hoverman, Parthenon Group LLC
    • John M. Jureller, General Atlantic LLC
    • Matthew W. King, Kohlberg Kravis Roberts & Co. LP
    • Michael Lank, OMERS Private Equity Inc.
    • Jurgen Leijdekker, Welsh Carson Anderson & Stowe LP
    • Thor T. Mann, ghSMART & Co. Inc.
    • Scott Miller, CoreTrust Purchasing Group Inc.
    • Bruce R. Raines, Raines International Inc.
    • William L. Ramsey, Wellspring Capital Management LLC
    • Andres Saenz, Parthenon Group LLC
    • Joseph S. Scordino, SMS Systems Maintenance Services Inc.
    • Melisse Shaban, Chrysallis
    • Martin W. Stein, Blackford Capital LLC
    • Douglas H. Vandenberg, Thomas H. Lee Partners LP
    • Jon F. Weber, Anchorage Capital Group LLC


 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, September 13, 2012

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,

& Other Advisors Who Support Them

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

For five years in a row, The Capital Roundtable has been the market leader in assembling vital information for operating partners seeking better performance. 

 

Maybe you have a thin in-house operations team and supplement their capabilities with outside consultants.  Or maybe you have a small complement of operations professionals, but with some very senior specialists.  Or maybe you have a larger operations staff who share core competencies with your investment team.

 

However you structure your operations bench, proactive management of portfolio companies is the key driver for value creation in this complicated economy.

 

          And you’ll want to attend our ninth semi-annual conference on “Best Practices for

          Overseeing Private Equity Portfolio Companies” being held in New York City on

          Thursday, September 13.

 

While many PE firms want to restructure their operations approach, the economics have to be considered.  Fundraising has become more difficult, and the fees coming out of funds much smaller.

 

Moreover, there must be a commitment to changing the firm’s culture as well.  Stronger collaboration pays many benefits, but firms must be prepared to adjust portfolio management responsibilities and who votes on which decisions. 

 

Plus, you’ll have to address how the operating partners are viewed by the portfolio company managers – invaluable problem-solvers? Or “spies?”

 

          Plus we’re creating value of our own for attendees who register early.  Sign up for

          this conference before July 20, 2012, and you will quality for our Early Bird Rate --

          a generous discount of $400.

 

To chair this conference, we’re delighted to welcome Pericles Mazarakis, Managing Director at Thomas H. Lee Partners, a leading private equity firm based in Boston.  THL has raised approximately $20 billion of equity capital and invested in more than 100 businesses with an aggregate purchase price of more than $150 billion.

 

Pericles joined THL in 2010.  Prior to that, he was a senior operations executive at Cerberus Capital Management, worked at YUM Brands! as chief marketing officer for Pizza Hut International, and was V.P. marketing and business development at Bristol Myers Squibb. He also spent several years at McKinsey & Co., consulting mostly to consumer, retail, and media clients.

 

Pericles holds a BS in economics from the Penn’s Wharton School and an MBA from Stanford's Graduate School of Business.

 

20 Portfolio Company Specialists With Practical Recommendations You Can Use

 

Along with Pericles and our keynote presenters, our four all-new panel discussions will feature 20 knowledgeable operating partners, deal partners, and functional specialists who will share their real-world perspectives, lessons learned, and industry outlooks, including insights on their current portfolio companies.

 

You’ll also hear why there is strong emphasis today on cross-portfolio initiatives, including such areas as health care, purchasing, and IT spend.  Many PE firms are developing in-house experts who analyze all their portfolio companies to save $3 million here, $10 million there… all adding up to a highly worthwhile endeavor.

 

And you’ll learn how you can to make inroads on cutting costs without harming morale. 

Register now to get the answers to important questions like these --

 

  • What are the key strategies for creating value through operations-driven initiatives?
  • How do I build an operating partner team to fit my firm’s needs?
  • How can I take advantage of quick cost-reduction hits without jeopardizing the focus on real top-line growth?
  • Who are the experts at identifying and managing cross-portfolio initiatives?
  • What savings can I expect by maximizing our procurement procedures?
  • What operations questions should I be asking to optimize my due diligence?
  • When should I be rewarding current management, and when should I be recruiting new talent?
  • What available tools can help with such necessities as organizational improvement, demand forecasts, performance tracking and senior manager evaluation?
  • How can I sense whether it is the right time to exit?
  • What strategies will increase sales and pursue growth initiatives?
  • How can I develop a portfolio company agenda that balances easy short-term cost savings with sustainable longer-term initiatives?
  • How do I ensure competitive differentiation for portfolio companies with such attributes as price advantages, product innovation and customer service excellence?
  • And much, much more.

Make Valuable Connections And Build Future Relationships

 

Throughout the day, you’ll have plenty of opportunities to network with both your peers and with industry professionals.  Our agenda includes ample time, with session breaks and an open lunch, when you can exchange ideas and business cards with fellow attendees and featured speakers.

 

You should attend this conference if you are an --

 

  • Operating partner who wants to maximize the performance of your portfolio companies, and know how other firms are handling related issues.
  • GP considering employing operating partners and helping them enact change.
  • Institutional investor or independent sponsor who wants to better understand today’s operational considerations.
  • PE professional who wants to expand your skills beyond origination and financing.
  • Managing executive of a portfolio company who wants to be proactive in boosting future returns.

Remember, register with our Early Bird Rate by July 20, 2012, and you’ll save $400 off our standard fee!  Please make your reservation now so you’re not disappointed.  We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Mara Kane at 212-832-7300 ext. 0 or af@capitalroundtable.com.

 

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

  • Pericles G. Mazarakis, Managing Director, Thomas H. Lee Partners LP

Hosted By

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

Speakers

  • James R. Corey, Managing Partner, Blue Ridge Partners Management Consulting LLC
  • Richard H. Cross, Partner, Alston Capital Partners LLC
  • Lee Dranikoff, Senior Director, American Securities Capital Partners LLC
  • John M. Dupuy, Chief Executive Officer, AirNet Systems
  • Carlos J. Ferreira, Partner, Grant Thornton LLP
  • Charles E. Gottdiener, Managing Director & Head--Portfolio Operations, Providence Equity Partners LLC
  • David Hoverman, Senior Principal, Parthenon Group LLC
  • John M. Jureller, Senior Vice President, General Atlantic LLC
  • Matthew W. King, Director, Kohlberg Kravis Roberts & Co. LP
  • Michael Lank, Sr. Managing Dir.--Operations, OMERS Private Equity Inc.
  • Jurgen Leijdekker, Senior Operating Executive, Welsh Carson Anderson & Stowe LP
  • Thor T. Mann, Principal, ghSMART & Co. Inc.
  • Scott Miller, V.P.--Sales, CoreTrust Purchasing Group Inc.
  • Bruce R. Raines, Chief Executive Officer , Raines International Inc.
  • William L. Ramsey, Operating Partner, Wellspring Capital Management LLC
  • Andres Saenz, Partner & Co-Head--PE Practice, Parthenon Group LLC
  • Joseph S. Scordino, President, SMS Systems Maintenance Services Inc.
  • Melisse Shaban, Chief Executive Officer, Chrysallis
  • Martin W. Stein, Managing Director, Blackford Capital LLC
  • Douglas H. Vandenberg, Director, Thomas H. Lee Partners LP
  • Jon F. Weber, Managing Director, Anchorage Capital Group LLC

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Schedule

 

Conference
07:30 - 08:30
08:30 - 09:00
09:00 - 09:30
09:30 - 10:30

10:30 - 11:00

11:00 - 11:30
11:30 - 12:00
12:00 - 01:00


01:00 - 02:15
02:15 - 03:15

03:15 - 04:15

04:15

  

Thursday, September 13, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman's Keynote

First Panel -- “Sustaining & Increasing Revenue -- What Practices Work Best in a Flat Economy?”
Coffee & Networking Break

First Featured Keynote

Second Featured Keynote

Second Panel -- “Protecting & Increasing the Quality of the Bottom Line -- How Can You Enhance Operational Effectiveness & Achieve Cross Functional Saving"
Luncheon & Networking

Third Panel -- “Working Alongside the Deal Team -- How to Best Leverage Cross Portfolio Initiatives in Your Portfolio Groups”

Fourth Panel -- “Driving Portfolio Governance & Attracting High Performing
Teams -- What Approaches Do You Have for Oversight & Motivation?”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, July 20, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, August 10, and the fee for the conference is $1195.
  • After that, the standard fee is $1395 for the conference.
  • At the door, if space is available, the fee is $1495 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 af@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 6 at 5:00pm, 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 Mara Kane at 212-832-7300 ext. 0 or by email at af@capitalroundtable.com.

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Location

The University Club
Council Room -- Seventh Floor
One West 54 Street (at 5th Avenue)
New York City

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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 Dana DeMattia at 212-832-7300 or by email at ddemattia@capitalroundtable.com.

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