MasterClassTM

Capital Roundtable

Supporting Sponsor

Association Partners

Data Partners

Partial List of
Past Attendees

ACA Compliance Group LLC

Amalgamated Capital

American Capital Ltd.

Audax Group

Auriga Capital Management LLC

Auriga Holdings LLC

Bank of Ireland

Black Diamond Capital Management LLC

Bloomberg LP

Blue Sky MLS Inc.

BNP Paribas

BNP Paribas Private Capital Group

Brean Capital LLC

Capitala Investment Advisors LLC

CapitalSouth Partners Funds LLC

Capitol Acquisition Corp. II

Carlyle GMS Finance Inc.

CarVal Investors LLC

Caspian Private Equity LLC

Citigroup Inc.

Consumer Growth Partners LLC

Cortland Capital Market Services LLC

Credit Suisse

Credit Suisse Securities (USA) LLC

D. Aaron Asset Management LLC

Dechert LLP

EisnerAmper LLP

Equalitas Capital

Equus Total Return Inc.

Ernst & Young LLP

Fidus Investment Corp.

Full Circle Capital Corp.

Gapstow Capital Partners

Gerson Lehrman Group Inc.

Gladstone Companies

Gladstone Investment Corp.

Grant Thornton LLP

Harris & Harris Group Inc.

Harvest Capital Credit Corp.

Haynes & Boone LLP

ICON Investments

Keefe Bruyette & Woods Inc.

King & Spalding LLP

Kiski Alpha Partners LLC

KPMG LLP

KSL Capital Partners LLC

Lincoln International LLC

McGladrey

McLarty Capital Partners

Medley Capital LLC

Mercer Capital

Milestone Partners

Monroe Capital LLC

Morgan Lewis & Bockius LLP

Murray Devine & Co. Inc.

MVC Capital Inc.

National Fund Advisors LLC

Nelson Mullins Riley & Scarborough LLP

New Mountain Capital LLC

NewSpring Capital

Old Hill Partners Inc.

Partners Group AG

Pepper Hamilton LLP

Perella Weinberg Partners LP

Robert W. Baird & Co. Inc.

Rothstein Kass & Co. PC

Saratoga Investment Corp.

Small Business Investor Alliance

State Street Corp.

State Street Global Svcs Alt. Investment Solutions

Stellus Capital Management LLC

Structural Capital

Sutherland Asbill & Brennan LLP

Technology Media Advisors LLC

THL Credit Inc.

VRC | Valuation Research Corporation

Wafra Capital Partners Inc.

Wells Fargo Securities LLC

Wood Creek Capital Management LLC

Wunderlich Securities Inc.

 

































 

 

Is the Wait for Distressed

Investment Opportunities Finally Over?

 

Private Equity Investing

In Distressed Middle-Market Companies

                     

CHAIRED BY

Brett J. L'Esperance

Executive Vice President

Sankaty Advisors LLC

 

FULL-DAY CONFERENCE

Thursday, April 14, 2016

8:00 am – 5:00 pm
New York City

 

Keynote Speaker

Wilbur L. Ross Jr.
Chairman & Chief Strategy Officer
WL Ross & Co. LLC

 

Supporting Sponsor

FTI Consulting

 

REGISTER NOW

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Edward Albert, Fortress Investment Group LLC

Duncan S. Bourne, Wynnchurch Capital LLC

Sean Britain, Bayside Capital Inc.

John M. Dupuy, Z Capital Partners LLC

Warren H. Feder, Carl Marks Advisors

Michael B. Fieldstone, Aterian Investment Partners LLC

David Glazek, Standard General LP
M. Steven Liff, Sun Capital Partners Inc.

James A. Marcum, TriArtisan Capital Partners LLC

Steven A. Migliero, Crystal Financial LLC

Dru Milke, RLC Helicopters LLC

Stan Parker, Gamut Capital Management

Michael C. Ranson, Blue Wolf Capital Partners LLC

Wilbur L. Ross Jr., WL Ross & Co. LLC

Mark J. Schwartz, Palladin Consumer Retail Partners LLC

Gregory L. Segall, Versa Capital Management LLC

Jeffrey R. Unger, G2 Capital Advisors LLC

Mark R. Weinsten, FTI Consulting Inc.


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

With interest and default rates hovering at all-time lows over the last few years and PE multiples returning to pre-recession highs, many struggling companies haven’t needed to look very hard to find fresh capital to fund their survival. 

 

This environment has led to a dearth of distressed investment opportunities for PE investors who specialize in renewal and turnaround situations, and who have had to struggle to find worthwhile deals. 

 

Are there signs that conditions may be changing?  Has the credit cycle finally come to an end? 

 

Here are four harbingers that may be leading to a fresh wave of opportunities for these PE investors --

  • China
  • Energy
  • Retail/The Consumer
  • High Yield Debt Markets

Combine those four with these four others --

  • Strong U.S. dollar impacting imports
  • Election year like none seen in recent memory
  • Increasing regulatory oversight on lending organizations
  • Accelerating life cycles in a variety of industries that challenge management teams’ capabilities more often than ever before

Additionally, common default predictors are now at levels not seen since 2008 and 2009.

 

If you agree there are “storms” approaching, and you want to position yourself to best find, buy, fix, and exit distressed deals in the years to come -- enroll today for this all new conference from The Capital Roundtable -- “Private Equity Investing in Distressed Companies" -- being held in New York City on Thursday, April 14. 

 

We've assembled presenters from firms with successful track records who can discuss what worked for them during the last cycle and what didn’t.  They will help guide you.

 

You'll hear how to find and win deals.  Where you should spend your time sourcing.  Insights on how to effectively manage through the purchase and sale process to get over the finish line.

 

You'll hear how best to turn around distressed businesses.  These businesses require prioritized initiatives to succeed.  Reducing the chaos and focusing the right team members on the key drivers of near term survival and medium term growth is critical.

 

You'll hear from experienced distressed investors on what has worked for them and what hasn’t. Investing in a distressed business is fraught with risk.  Experience and pattern recognition capabilities play a large role in the success or failure of an investment.  Senior practitioners at this conference will share their experiences, good and bad, to help you improve the probability of investing success.

 

 

Here Are Several Reasons Why You Should Join Us

 

  1. Recognize why commodities, mining, energy, and retail are some of the key sectors in 2016 for finding distressed companies with home run potential.
  2. Discover why conventional lenders are limiting their flexibility for distressed companies and what that means for private equity firms seeking deals.
  3. Understand why many LPs are showing increased interest in co-investments in the distressed companies sector.

 

Register Now to Meet Brett L'Esperance
& More Than 20 Experts

 

We’re delighted to welcome as chair of this brand-new conference Brett L'Esperance, executive vice president at Sankaty Advisors, the global credit affiliate of Bain Capital and one of the world’s leading private equity managers.

 

Brett joined Sankaty Advisors in 2008. He’s responsible for sourcing special situations opportunities as well as leading restructuring processes and driving operating improvement initiatives across Sankaty’s control investments.

 

Previously, he was a principal at Woodside Capital and the Watermill Group where he sourced and closed distressed investment opportunities. Prior to that, he held investment, advisory, and operating positions in companies such as Investor Group Services, Arthur D. Little, and Monsanto Chemical Company.

 

Brett earned an MBA from Harvard Business School and a BBA in operations management and finance from the University of Massachusetts at Amherst.

 

Register Now to Get a Competitive
Advantage When Hunting for Deals

 

Through both panel discussions and conversations and presentations, this conference will provide you with first-hand knowledge of today's best practices in distressed company investing. You'll benefit from hearing the experiences of top PE professionals plus experienced industry practitioners.

 

You'll be better prepared for the approaching “storms” by having these questions answered --

  • What are the hidden traps and pitfalls with distressed companies that PE investors can likely learn to avoid by attending this conference?
  • What misconceptions are there about investing in middle-market distressed companies -- and what are the realities?
  • How can you win the confidence of sellers and stakeholders who are likely under duress?
  • What are the specific sectors where distressed opportunities are more prevalent, and what should investors know before jumping in?
  • What cautions should PE firms know before competing for distressed companies at auction?
  • Which popular sectors today may become overheated and turn into tomorrow's distressed areas?

Three More Reasons Why You Should Join Us

 

  1. Identify what approaches work best to find distressed deals without having to take on undue risks.
  2. Learn the differences between the due diligence process for healthy PE investments and the due diligence required for distressed investments?
  3. Hear case histories and anecdotes about how successful PE firms have turned around distressed companies and sold them for substantial profits.

 

Register Now to Form Valuable Contacts
With Colleagues & Professionals

 

This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.


 

 Who Should Attend

 

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

 

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We look forward to having you join us on Thursday, April 14.

 

Conference Organizers

 

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 25 annual conferences and other events and programs, please visit www.capitalroundtable.com.

 

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Maria Magro or Claire Notton at 212-832-7300 or by email at mmagro@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights about distressed companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from the experts
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands
  • Intelligence on managing portfolio companies from well-known GPS

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Faculty

Chaired By

  • Brett J. L'Esperance, Executive Vice President, Sankaty Advisors LLC

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Edward Albert, Managing Director, Fortress Investment Group LLC
  • Duncan S. Bourne, Managing Director, Wynnchurch Capital LLC
  • Sean Britain, Managing Director, Bayside Capital Inc.
  • John M. Dupuy, Managing Director & Operating Partner, Z Capital Partners LLC
  • Warren H. Feder, Partner, Carl Marks Advisors
  • Michael B. Fieldstone, Co-Founder & Principal, Aterian Investment Partners LLC
  • David Glazek, Partner, Standard General LP
  • M. Steven Liff, Senior Managing Director, Sun Capital Partners Inc.
  • James A. Marcum, Operating Partner, TriArtisan Capital Partners LLC
  • Steven A. Migliero, Senior Managing Director & Head – Originations, Crystal Financial LLC
  • Dru Milke, President & CEO, RLC Helicopter LLC
  • Stan Parker, Founder & Co-CIO, Gamut Capital Management
  • Michael C. Ranson, Partner, Blue Wolf Capital Partners LLC
  • Wilbur L. Ross Jr., Chairman & Chief Strategy Officer, WL Ross & Co. LLC
  • Mark J. Schwartz, Chief Executive Officer, Palladin Consumer Retail Partners LLC
  • Gregory L. Segall, Chairman & CEO, Versa Capital Management LLC
  • Jeffrey R. Unger, Chairman & CEO, G2 Capital Advisors LLC
  • Mark R. Weinsten, Senior Managing Director, FTI Consulting Inc.

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Schedule

 

07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-09:20

Conference Chairman’s Introduction -- Trends in Investing in Distressed Companies

  • Brett J. L'Esperance, Sankaty Advisors

09:20-10:00

Morning Interview --

  • Greg Segall, Versa Capital Management LLC
  • Warren Feder, Carl Marks Advisors

10:00-10:45

Networking & Coffee

10:45-11:45

Panel 1 -- Searching for Doable Deals & Prevailing against Your Competitors

11:45-12:30

Morning Keynote

  • Wilbur L. Ross, WL Ross & Co.

12:30-01:30

Networking & Luncheon          

01:30-02:30

Panel 2 -- Fixing a Distressed Company -- Utilizing Your Operating Partners/Advisors & Executing on Your Turnaround Plan                                     

02:30-02:45

Networking & Dessert

02:45-03:30

Afternoon Case Study

03:30-04:30

Panel 3 --  What We’ve Learned -- War Stories from the Trenches

04:30 Networking & Adjournment

 

  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or sburd@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by Friday, February 18. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, March 10, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Sarah Burd at sburd@capitalroundtable.com or 212-832-7300 ext 0.

 

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.

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Location

The University Club

Dwight Room

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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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

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