MasterClassTM

Capital Roundtable

 

Association Partners

Research Partners

Capital IQ

mergermarket

Media Partners

The Deal

 

 

 

Partial List of
Past Attendees

ACI Capital Co. LLC

AirNet Systems

AlixPartners LLP

Alliance Holdings Inc.

Alterity Group LLC

American Beverage Corp.

American Capital Ltd.

American Securities

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 Capital Private Equity

BBK Ltd.

Beekman Group LLC

Berkshire Partners

Beverage Portfolio

Bison Partners

Blue Ridge Partners

Blue Wolf Capital

BMO Capital Markets

Boston Consulting

BrainNet Supply Management Inc.

Branford Castle Inc.

CAI Capital Management

Cantor Fitzgerald LP

Capital Growth Advisors

Capital Partners LLC

Catterton Partners

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

Dow Lohnes PLLC

Egon Zehnder International Inc.

Emdeon Business Services LLC

Emerald Technology Ventures Inc.

Enhanced Capital

Ernst & Young LLP

Esker Capital

FD Americas

Frank Capital Group

FTI Consulting Inc.

FTI Palladium Partners

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

Hillside Management

HSBC Capital (USA)

iLevel Solutions

InEnTec LLC

InLine Strategies LLC

Insperity Inc.

InvAscent Advisory

Invesco Private Capital

Irving Place Capital

Jones Lang LaSalle

Jordan Co. LP

Kamylon Capital LLC

Keystone Capital Inc.

Kimera Consulting

KKR Capstone

Kohlberg & Co. LLC

KPMG LLP

Lake Capital

Lancor

LC Consulting

LINX Partners LLC

Littlejohn & Co. LLC

Lucas Group Inc.

Lyceum Capital Partners

Madison Capital Funding

Marsh Inc.

Martelli & Associates

McGladrey

Mercon Corp.

Mercuri International

Milestone Capital Partners LLP

Milestone Partners

MJ Investment

Monomoy Capital

Morgan Stanley Private Equity

New England Consulting

Newmark Knight

Newmark Knight Frank

NextBridge Group LLC

Northgate Capital LLC

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.

Private Equity Operations

RBC Capital Markets

Renee Fellman & Associates

Riverside Co.

Riverside Risk Advisors

RMP Group LLC'

Ropes & Gray LLP

Rubicon Acquisitions

S. H. Martin & Co. Inc.

Safeguard Scientifics

SageView Advisors

Sankaty Advisors LLC

SAP America Inc.

Saw Mill Capital LLC

Schwalm Consulting

Services India Pvt.

Sherborn Ventures

Silver Point Capital LP

Snow Phipps Group

Solebury Capital Group 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.

VO2 Partners

VSA Consulting Group

Wall Street Transcript

Weil Gotshal & Manges LLP

Welsh Carson

Yeates HR Strategy & Advisory

 

 

 

 

The upcoming Portfolio Companies Roundtable

is on September 13, 2012.

Click here to register!
 

You are viewing a past conference page. 

Click here to purchase an audio recording.


 

8th Semi-Annual Conference
For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Best Practices for Overseeing

Private Equity Portfolio Companies

Digging Deeper So Every Dollar

You Put to Work Delivers

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Michael Lank, Senior Managing Director--Operations
OMERS Private Equity

 

Featuring 20 Expert Speakers Including --

  • Jay N. Bartlett, Parthenon Group LLC
  • Hank Boggio, iLevel Solutions
  • Michael P. Borom, Thomas H. Lee Partners
  • Alistair Corbett, Bain & Co. Inc.
  • Lee Dranikoff, American Securities Capital Partners LLC
  • David S. Dvorin, Welsh Carson Anderson & Stowe LP
  • Tamara Finch, Ontario Teachers' Pension Plan
  • Doron D. Grosman, Court Square Capital Partners LP
  • Matthew King, Kohlberg Kravis Roberts & Co. LP
  • Jeffrey B. Kovach, Arsenal Capital Partners
  • Markus Lahrkamp, Alvarez & Marsal Holdings LLC
  • Steven J. Macri, LogicSource
  • Louis N. Mintz, J.F. Lehman & Company
  • Patrick Mousseau, SAP Canada Inc.
  • Thomas Nolan, Berkshire Partners LLC
  • Greg J. Pappas, Berkshire Partners LLC
  • Randy Randleman, Silver Lake Sumeru
  • Pierre J. Schuurmans, Birch Hill Equity Partners Management Inc.
  • Peter K. Shea, former President of Icahn Enterprises
  • Richard Vitaro, AlixPartners LLP
  • Tony Yeung, ZS Associates Inc.
  • Andris A. Zoltners, ZS Associates Inc.

 

Click Here to Register >>   Purchase Audio Package >>

 

 

 

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, March 29, 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 |

The next 12 to 24 months will make it tough for your portfolio companies to find growth and improve their bottom lines.

 

With a tightened financing environment and a more competitive climate, you can’t afford to make mistakes.  Understanding best practices in overseeing portfolio companies can make the difference between a robust or anemic bottom line.

 

And for the fourth consecutive year, The Capital Roundtable, the market leader in organizing conferences for private equity operating partners, is once again assembling everyone you need to meet and everything you want to know in one information-packed day.

 

Our presentations will focus on the five things that matter most --

  • leveraging the power of your portfolio to drive best practices across your businesses
  • delivering bottom line improvement through more effective use of traditional tools and techniques
  • staying one step ahead of your portfolio performance through effective monitoring and timely support
  • driving organic revenue through sound pricing strategies, an optimized channel mix and a highly effective sales force 
  • getting the most out of your M&A dollars through sound post-merger integration practices

 

          So if you do one thing today that will have lasting impact on your portfolio

          companies, reserve Thursday, March 29, so you can attend our eighth semi-annual

          conference on “Best Practices for Overseeing Private Equity Portfolio Companies.”

 

It’s clear that growth is not going to come naturally in 2012.  You can’t rely on buoyant markets or favorable economic conditions to boost the top line and enhance your margins.  Your customers are in no mood to accept price increases.  And you can put away conceptual strategic models.

 

Simply put, you have to be ruthlessly practical and pragmatic.  It’s a time to do more with what you have, to think more critically how to eke out top line improvement, and to be ever more creative how you put dollars to work.

 

          And at The Capital Roundtable, we’re just as cognizant about the drive for value --

          which is why we reward attendees who book right now.

          Make your reservation by February 17, and you will receive our special Early Bird

          Rate -- a generous savings of $400!

 

To chair this important event, we’re delighted to welcome Michael Lank, Senior Managing Director of Operations of OMERS Private Equity in Toronto -- one of Canada's largest pension funds with over $53 billion in net assets.

 

In addition, The Capital Roundtable welcomes as a partner for this conference the Private Equity Operating Partner Executive Network (PEOPEN), the leading association for established PE operating partners.

 

Ask yourself if you’re overlooking the inherent potential in your businesses by settling for answers too quickly.  We all know the basic questions to ask, but this conference will zero in on the deeper questions you should also be exploring.  You’ll leave with a framework that will help you cover the bases you may not be giving enough attention to.

 

We’ll also help you redouble your efforts at building your bottom line.  While many companies are watching the obvious big spends like health insurance and benefits, we’ll take a fresh look at old tools and techniques to see how process excellence, functional outsourcing and benchmarking can be used to drive costs out of your businesses.

 

We’ll also cover how to set up the right portfolio monitoring and governance capabilities.  If you don’t get your disciplines right out of the gate, you’ll feel pain when the market proves to be unforgiving.  You’ll hear about the newest tools for tracking the health of your companies, and for finding the balance between being too hands-on and not active enough.

 

Looking to accelerate organic revenue growth across your portfolio companies?  Our panel participants will share their best practices on creating a sound pricing strategy, segmenting the customer base to uncover growth potential and determining the best channel mix to gain wallet share and maximize contribution dollars.

 

20 Portfolio Company Experts Reveal Their Winning Strategies.

 

Our conference chairman, Mike Lank, has extensive experience in operations and management consulting including operations improvement and business turnarounds, as well as strategy development, business operations, and change management.  Mike joined OMERS Private Equity in 2006 to build its operations practice and support the growth of its direct investment portfolio. 

 

Prior to OMERS Private Equity, Mike spent four years in senior strategy and operations roles at TELUS, one of Canada’s leading telecom operators, following over six years with The Boston Consulting Group leading engagements across a wide variety of industries and markets.  He holds an IMBA from York University’s Schulich School of Business and a BA from Queen’s University. 

 

Along with Mike, our key note presenters and 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 managing their current portfolio companies.

 

Register now to hear how others are realizing the full potential of their portfolio--

 

  • What key strategies can help portfolio companies accelerate growth in organic revenue?
  • How can I drive sustainable improvement to the bottom line?
  • How can forums and mentoring between portfolio CEOs, enhance knowledge management and sharing of best practice?
  • What techniques work best for structuring and managing PMI… big or small?
  • How do you know when stringent portfolio monitoring becomes “too much?”
  • What specific steps can pay off to boost sales force effectiveness?
  • How can you maximize the contribution of your deal partner in driving portfolio value creation initiatives?
  • And much, much more.

Take Advantage Of Our Excellent Networking Opportunities.

 

Our portfolio companies conferences are popular for both their current content and valuable connections.  We’ve built ample time into the agenda, including session breaks and an open lunch, where 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 February 17, 2012, and you’ll save $400 off our standard fee! Please make your reservation now while seats are available; we don’t want you to be disappointed later.  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

  • Michael Lank, Senior Managing Director--Operations, OMERS Private Equity

Hosted By

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

Speakers

  • Jay N. Bartlett, Partner, Parthenon Group LLC
  • Hank Boggio, Chief Marketing Officer, iLevel Solutions
  • Michael P. Borom, Managing Director, Thomas H. Lee Partners
  • Alistair Corbett, Partner, Bain & Co. Inc.
  • Lee Dranikoff, Senior Director, American Securities Capital Partners LLC
  • David S. Dvorin, Senior Operating Executive, Welsh Carson Anderson & Stowe LP
  • Tamara Finch, Director, Ontario Teachers' Pension Plan
  • Doron D. Grosman, Operating Partner, Court Square Capital Partners LP
  • Matthew King, Director, Kohlberg Kravis Roberts & Co. LP
  • Jeffrey B. Kovach, Partner, Arsenal Capital Partners
  • Markus Lahrkamp, Managing Director, Alvarez & Marsal Holdings LLC
  • Steven J. Macri, Executive Vice President & CFO, LogicSource
  • Louis N. Mintz, Partner, J.F. Lehman & Company
  • Patrick Mousseau, V.P.--Value Engineering, SAP Canada Inc.
  • Thomas Nolan, Operating Director, Berkshire Partners LLC
  • Greg J. Pappas, Operating Partner, Berkshire Partners LLC
  • Randy Randleman, Principal, Silver Lake Sumeru
  • Pierre J. Schuurmans, Partner & COO, Birch Hill Equity Partners Management Inc.
  • Peter K. Shea, former President of Icahn Enterprises
  • Richard Vitaro, Director, AlixPartners LLP
  • Tony Yeung, Associate Principal, ZS Associates Inc.
  • Andris A. Zoltners, Founding Director, ZS Associates Inc.

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Schedule

 

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

10:45 - 11:15

11:15 - 11:45
11:45 - 12:45

12:45 - 02:00
02:00 - 03:00

03:00 - 03:30
03:30 - 04:30


04:30

  

Thursday, March 29, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote -- Extracting Maximum Value Across Your PE Portfolio

First Panel -- “Beating Revenue Growth Goals -- Maximizing Organic Opportunities”
Coffee & Networking Break

Featured Keynote #2 -- “Merger Integration – Lessons Learned"

Second Panel -- “Boosting Bottom Lines -- A New Look at Old Approaches”
Luncheon & Networking
Third Panel -- “Portfolio Monitoring – Making Sure Oversight Doesn’t Become Overkill”
Featured Keynote #3 -- “Accelerating Sales Force Performance”
Fourth Panel -- “Working Alongside the Deal Team – Extracting The Greatest Value From a Critical Partnership”
Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, February 17, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, March 9, 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, March 22 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
College Hall -- First 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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