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HOW TO TAKE PUBLIC COMPANIES PRIVATE...AND WHY
A MasterClass by the New York Capital Roundtable

Thursday, January 29, 2004
9:00 am - 6:00 pm
Harvard Club, New York

Chaired by Joseph W. Bartlett, Chairman, VC Experts Inc.,
& Of Counsel, Fish & Richardson P.C.
 
Designed to meet the needs of CEOs, CFOs, Directors, and other officers and substantial 
shareholders of publicly-traded corporations, as well as their investment bankers, 
attorneys, CPA's, and other professional advisors
 
| Schedule | Faculty | Registration | Location | Audiotapes

More and more officers and directors are having second thoughts about running publicly-traded companies. With lack of attention from the equity market place and the staggering new burdens imposed by Sarbanes-Oxley, the alternative is looking increasing attractive.

ATTEND THIS MASTERCLASS AND YOU'LL LEARN:

  • Pros and cons of going private
  • Characteristics that make a company a good candidate
  • How Sarbanes Oxley is affecting the trend
  • The real benefits of going private
  • The true costs of going private -- is it worth the expense?
  • Alternative ways of going private
  • The metrics involved
  • The timeline and checklists you need
  • How to find the best sources for equity -- what are they looking for?
  • Debt, mezzanine, sale leasebacks, and other financing
  • How to establish "fair price"
  • The tax and accounting issues
  • Legal and regulatory issues and traps
  • Key perspectives of customers & managers & employees

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FACULTY:

Chaired by --
• Joseph W. Bartlett, Chairman, VC Experts Inc.,
& Of Counsel, Fish & Richardson P.C.

Hosted by --
• Burt Alimansky, Managing Director, Alimansky Capital Group Inc.,
& Chairman, New York Capital Roundtable

Speakers Include:
• Steven R. Barth, Partner, Foley & Lardner
• J. Buckner Brown, Managing Director, Morgan Joseph & Co. Inc.
• Gary A. Downing, Managing Director, Raymond James & Associates Inc.
• Alan McFarland, Partner, McFarland Dewey & Co LLC
• William Greene, Principal, MPM Capital LP

• Gary J. Simon, Partner, Hughes, Hubbard & Reed LLP
• John H. Small, Director, Prickett, Jones & Elliott P.A.
• Bruce J. Strzelczyk, Partner, Eisner LLP

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SCHEDULE:

09:00 - 09:30    Registration, breakfast & networking
09:30 - 09:45    Host's welcoming remarks
09:45 - 10:15    Members of the audience introduce themselves
10:15 - 11:00    Chairman's Overview of Trends & Issues
11:00 - 12:00    First panel-- Types of Deal Structures
12: 00 - 01:00    Luncheon
01:15 - 02:15    Second Panel -- Sources of Equity & Debt Financing
02:15 - 03:15    Third Panel -- Valuation & Fairness Opinions
03:15 - 03:45    Coffee Break and Networking
03:45 - 04:45    Fourth Panel-- Legal & Regulatory Issues
04:45 - 05:45    Fifth Panel -- Mock Negotiation--Key issues in negotiating & structuring
06:00                  Adjournment

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LOCATION:

Harvard Club of New York
27 West 44th Street (between Fifth and Sixth Avenues)
Midtown Manhattan

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AUDIOTAPES:

Can't attend but want to hear the program? You can buy the audiotapes along with the handouts for $495. To purchase, please use this link.

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© 2003 New York Business Roundtable Inc.. All Rights Reserved

350 Madison Avenue, Suite 1600, New York, NY 10017

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