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MasterClass™ on  

Nuts & Bolts of Running a P.E. or V.C. Shop

In Today's Demanding Environment

Featuring 25 Expert Speakers

Attendance Is Limited --
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FULL-DAY MASTERCLASS
Thursday, March 27, 2008
8:00 am - 5:30 pm
New York City

SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOP (Optional)

Information Technology -- What IT Systems & Software

You Need to Keep Your Firm on Track


Wednesday, March 26, 2008
2:00 pm - 5:00 pm
New York City

EARN CLE/CPE CREDITS

Designed to Meet the Needs of  COOs, CFOs, CAOs, & Back-Office Administrators at Private Equity & Venture Capital Funds, as well as the Bankers, Lenders, Lawyers, & Other Advisors Who Support Them

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

Caution -- if you’re the COO or CFO of a middle-market private equity firm, your workload is about to grow -- again.  It may even double by the end of this year. 

Already you’ve seen that demands for more transparency have left you with lots of new rules and regulations to keep up with.

And you also know that fund sizes have been increasing, so you’re facing more and more reports and requirements, not to mention more and more portfolio companies to ride herd on.

Now … consider this --

  • Effective at the beginning of 2008, the Financial Accounting Standards Board is altering how firms like yours and its portfolio companies need to account for M&A transactions.
  • And worse, from your workload point of view, there’s still confusion over implementation of FASB 157 because fair-value assessments is not yet a concrete practice.

At the “mega” private equity firms, they have teams of people handling these issues.  But in the middle-market, just one or two directors are commonly expected to be expert in all areas of back office operations.

That’s why it’s more important than ever for you to come to The Capital Roundtable’s concise one-day MasterClass on “The Nuts & Bolts of Running a P.E. or V.C. Shop in Today’s Demanding Environment.”   

Specially formulated for busy COOs, CFOs, CAOs, and office administrators, this program is being conveniently held on Thursday, March 27, 2008, in midtown Manhattan.

In one compact tightly-orchestrated day, this MasterClass brings together 25 experts who will help you review everything you absolutely need to know. You’ll leave this program with up-to-date information about the regulatory, legal, and accounting environments -- and a list of best practices on how to operate your back office more efficiently.

This MasterClass is being led by Mark Epstein, a managing director and CFO at Tailwind Capital Partners LP. Tailwind is an independent private equity firm that manages over $1.8 billion in capital.  It was created in 2003 by a team of prominent professionals, including Mr. Epstein, who brought together their experiences from some of the industry’s leading firms.  Mr. Epstein has held senior management positions with several operating companies.  He is a CPA and holds degrees from Brown University and the Harvard Business School.

We also encourage you to attend one our Pre-MasterClass workshop on Wednesday, March 26, that will delve into the following topic:

  • Information Technology -- What IT Systems & Software You Need to Keep Your Firm on Track

 

Those Attending the full-day MasterClass will learn --

  • The best accounting and tax practices
  • The  ins and outs of all the new FASB reporting requirements
  • The best ways to manage investor relationships
  • To identify the most compelling ways to deal with disclosure requests
  • To handle the increasingly complex compliance issues
  • To manage risk management programs with insurance and IT controls
  • About the latest trends in employee compensation and performance reviews
  • About the best policies and procedures for outsourcing IT, payroll and benefits, portfolio purchases, etc.

 You should attending this MasterClass if you are a --

  • COO or CFO or CAO of a private equity or venture capital shop
  • Administrator of a fund
  • A lawyer advising private equity or venture capital firms
  • A lender who finances private equity deals
  • An investment banker who helps gets portfolio companies ready for sale

For more information, please feel free to contact Heather Sote at 212/832-7333 ext. 111 or hsote@capitalroundtable.com.

This program is being produced by The Capital Roundtable, the country’s sole informational conference organization focused exclusively on the private equity community.

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Faculty

 Chaired By

  • Mark L. Epstein, Managing Director & CFO, Tailwind Capital Partners LP

 Hosted By

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

 Speakers

  • Abby Adlerman , Managing Director, Russell Reynolds Associates Inc.
  • Anne P. Anquillare, President & CEO, PEF Services LLC
  • John A. Bick, Partner, Davis Polk & Wardwell
  • Marcia E. Cohen, Managing Director, Geller & Co. LLC
  • David H. Emmerich, Managing Director, First Republic Bank
  • Mark L. Epstein, Managing Director & CFO, Tailwind Capital Partners LP
  • Richard D. Fleischman, President, Richard Fleischman & Associates Inc.
  • Stephan Forstmann, Director, Duff & Phelps LLC
  • Paul D. Kaminski, Managing Director & CFO, Bruckmann Rosser Sherrill & Co. LLC
  • Matthew C. Kelly, Chief Operating Officer, Credit Suisse Alternative Investments
  • Christopher J. Loiacono, Partner & Co-Chair--Tax Dept., Eisner LLP (MasterClass & Workshop)
  • Patricia J. Luscombe, Managing Director, Lincoln International LLC
  • John P. Malfettone, Partner & COO, Oak Hill Capital Partners
  • Shant Mardirossian, Partner & CFO, Kohlberg & Co. LLC
  • Vipul Minocha, President, TheNextRound Inc.
  • P. Clarke Murphy, Recruiter, Russell Reynolds Associates Inc.
  • Gregory J. Nolff, Chief Financial Officer, American Securities Capital Partners LLC
  • Pat O'Neill, Partner, Dreyfuss & Birke Ltd.
  • Dina Parise, Account Executive, Intralinks Inc. (MasterClass & Workshop)
  • Evelyn C. Pellicone, Chief Financial Officer, Crestview LLC
  • Keith J. Slattery, Associate, Debevoise & Plimpton LLP
  • Michael Sotirhos, Partner, Atlantic-Pacific Capital Inc.
  • Barry Taitz, Partner, JSB Partners LP
  • Jennifer Ternoey-Glassman, Managing Director & CFO, TowerBrook Capital Partners LP
  • David M. Toll, Editor,Buyouts Magazine
  • Marc A. Unger, COO & CFO, CCMP Capital Advisors LLC
  • Arthur S. Zuckerman, President & CEO, TriCycle Group LLC

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Schedule

MasterClass
07:30 - 08:15
08:15 - 09:00
09:00 - 09:45
09:45 - 11:00


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



12:30 - 01:30
01:30 - 02:45


02:45 - 03:15
03:15 - 04:15


04:15 - 05:15


05:15

Workshop

01:30 - 02:00

02:00 - 05:00


  

Thursday, March 27, 2008

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote

First Panel – “What Are People Doing Differently Today?”—Five Leading COOs & CFOs Talk About Their Work (This panel features five panelists representing leading PE & VC firms of different sizes & orientations.)

Coffee & Networking Break

Second Panel – Managing Your Administrative Advisors & Vendors – The Key Issues You Need to Listen to From Your Legal, Banking, Insurance & IT Advisors” (This panel features five speakers including an attorney, a tax accountant, a lender, a sell side investment banker, & a consultant.)
 Luncheon & Networking

Third Panel –Managing Your Financial Planning & Reporting—How to Get Best Results From Valuations, Tax Planning, Accounting, & Audits” (This panel features five advisors representing different disciplines)

Coffee & Networking Break

Fourth Panel – “Managing Your Human Capital-- How to Recruit, Evaluate, Pay, & Keep Talented People – & Also Plan for Succession” (This panel features a human resources expert, a benefits broker, & two executive recruiter.)
“Fifth Panel – Managing Your External Relationships-- What Your Stakeholders Have to Say”  (This panel features a limited partner, a placement agent, an editor of a major PE publication, & a PR person.)

Adjournment
Pre-MasterClass Workshop Wednesday, March 26, 2008

Registration & Networking
Information Technology -- What IT Systems & Software You Need to Keep Your Firm on Track

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Registration

  • Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, February 22, and the fee for the MasterClass is $1495 -- or $1895 for both the MasterClass and Workshop.
  • Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, March 7, and the fee for the MasterClass is $1695 -- or $2095 for both the MasterClass and Workshop.
  • After that, the regular registration fee is $1895 for the MasterClass -- or $2295 for both the MasterClass and Workshop.
  • At the door, if space is available, the fee is $1995 for the MasterClass -- or $2395 for both the MasterClass and Workshop.
  • Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Amy Geiger ag@capitalroundtable.com or 212/832-7333 ext 103.

Click Here to Register >>     Purchase Audio Package >>


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 20, at 5:00pm, and we will credit you for a future meeting.)


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 Heather Sote at 212/832-7333 ext. 111 or hsote@capitalroundtable.com.

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Location

University Club

1 W 54th St

New York, NY 10019

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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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CLE Credits

CLE credits are available for this program.

Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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