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to enjoy a
Capital Roundtable MasterCast™

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THE ART OF INVESTING

IN FAMILY-OWNED COMPANIES
How to Successfully Win
Their Hearts, Minds & Shares


75-Minute Webcast

Featuring Six Expert Speakers
Led by Ross Posner,
Allstate Insurance Co.'s Alternative Investment Team

Wednesday, November 14, 2007

12:00 - 1:15 pm, Eastern Time
9:00 - 10:15 am, Pacific Time

By attending this MasterCast, you'll learn --

  • How to source and approach family-owned companies
  • What family owners are - and aren't - looking for in a private equity sponsor
  • How to value family-owned companies
  • What types of transaction structures are used in family-owned investments
  • The role of family executives following investment
  • Opportunities and challenges of driving value creation in these companies post investment
  • Why it is worth it from a returns standpoint


Designed to Meet the Needs of GPs & LPs of Buyout, Venture Capital, & Hedge Funds, As Well As Executives of Their Portfolio Companies, & the Bankers, Lenders, Lawyers, & Other Advisors Who Support Them.

 

PARTICIPANTS

Moderated By:

  • Ross M. Posner, Associate Director of Allstate Investments LLC, specialized in family-owned buyouts for over ten years at Ridge Capital and Heritage Partners. Now hes a senior member of Allstate's alternative investment team where he makes global private equity fund commitments and direct investments, overseeing all U.S.business.

Introduced By:

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

Produced By:

  • Bruce T. Marcus, President, Jersey Wooly Productions Inc.

Speakers

  • Joel Cohen, Managing Director, Robert W. Baird & Co. Inc.
  • Jeff S. Fronterhouse, Partner, Brazos Private Equity Partners LLC
  • Steven J. S. Glick, Partner, Lineage Capital LLC
  • Patrick E. Hanraty, Managing Director, Cobblestone Advisors
  • James A. Murphy, Partner, de Visscher & Co. LLC
  • Charles B. Patton, Partner, Oak Hill Capital Partner

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AGENDA

Eastern Time

12:00
12:05 - 12:15

12:15 - 12:45

12:45 - 1:15


  

Wednesday, November 14, 2007

Introduction, Burt Alimansky, Chairman
"View from the Trenches", Ross M. Posner, Allstate Investments LLC
First Panel — "How We Do It, What We've Learned" — Perspectives from Prominent Private Equity Investors
Second Panel — "How We Coach Our Sellers" — Investment Bankers Share Their Insights

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REGISTRATION & ACCESSING THE MASTERCAST™

  • Both the audio and video of this MasterCast™ will be transmitted through your computer, so you can access a PowerPoint presentation while you are listening.
  • Specific instructions and a computer link will be e-mailed to you at least one day prior to the event.
  • An immediate-access customer service phone number also will be provided with the instructions.

 



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.

For pricing and to register, contact Heather Sote at 212/832-7333 ext. 111 or by email at hsote@capitalroundtable.com.

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