MasterClass^TM

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MasterClass™ on                The New Colossus --         How Middle-Market P.E. Investors           Are Tapping Into the Mighty        (And Growing) U.S. Hispanic Market

Featuring 20 Expert Speakers

Attendance Is Limited --
Register Now

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FULL-DAY MASTERCLASS
Thursday, July 17, 2008
8:00 am - 4:45 pm
New York City

Designed to Meet the Needs of GPs & LPs& Managers of Middle-Market

Private Equity Firms,  Portfolio Company Executives, and the Lenders,

Lawyers, & Advisors Who Work with  Them

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

Calling a demographic group of this size a “minority” seems wholly inadequate.

Indeed, the incredible growth and trajectory of the U.S. Latino marketplace is more appropriately being dubbed the Hispanization of American commerce.

Look around you …  hundreds of business segments now serve this population’s many ethnocentric preferences and appetites.  This year, no fewer than one out of every three U.S. enterprises opening for business is Hispanic-owned.

The picture is clear for P.E. investors -- this is a market worth knowing much more about. Opportunities for acquiring and growing Hispanic-owned companies abound … but only if you have the requisite savvy to gain entry.

Here are some initial myths and realities to understand about the U.S. Hispanic mega-market --

MYTH: Hispanics don’t have a lot of money to spend.

Reality: Hispanic businesses cater to more than 50 million U.S. Latinos who inject more than $860 billion a year in disposable income into the economy.  Latinos dominate the value marketplace for every consumer product category.

MYTH: Hispanics are mostly transitory with many illegals moving in and out of the country.

Reality: The vast majority of Hispanics are legal citizens and have been raising families in this country for generations.  The U.S. Hispanic population is now the second largest in the world, next to Mexico’s. Today every other newborn American is of Hispanic descent.

MYTH: Hispanics are becoming more Americanized so there’s less need to focus on ethnic tastes.

Reality: While embracing American life, Hispanics take tremendous pride in their heritage. And because of their massive numbers in the urban youth market, they’re making their ethnic tastes the hip, cool mainstream.

MYTH: Hispanic-owned businesses are still too small to be attractive to middle-market private equity investors.

Reality:  Over 2 million Latino businesses in the U.S. generate a total of more than $300 billion dollars in annual revenues and are growing 15% per year, on average. Those figures have attracted a number of forward-looking private equity funds, both large and middle-market.

What do you need to know to seize opportunity in this marketplace? And how do you get it without taking months or even years to get up to speed?

Register Today for The Full-Day MasterClass

The New Colossus --

How Middle-Market P.E. Investors

Are Tapping Into the Mighty

Get an ocean of critical information distilled into a cup of actionable intelligence,

created expressly for time-pressed investors, lenders, and investment bankers…as well as lawyers, accountants and advisors who support them.

The program is led by Hispanic-business buyout specialist, David Perez, Managing Director of Palladium Equity Partners, the prominent middle-market P.E. firm well known for its concentration in the Hispanic marketplace.

What you’ll take away from this first-time-ever event --

• Privileged intelligence on products and services that are most likely to burgeon along with the Hispanic population.
• How to bridge the cultural gap in negotiating with a Hispanic-owned business and how to close a deal both parties feel good about.
• The young, hip, urban Hispanic teenager -- What you need to know about the tastes and attitudes of this pivotal demographic segment that is critical to business success.
• How to find local deal-spotters who identify Hispanic-owned businesses that are smart bets for investment or takeover.
• The unexpected—and most important—element to factor in as you cultivate a relationship with a family-owned Hispanic business.
• The proven ways to add value to Hispanic-owned businesses in each hot product and service category.
• Emerging Hispanic business segments that are under the radar but with huge upside potential…and ripe for investment opportunity.
• The back-road routes to grabbing Hispanic market share through specific “anglo” product and service categories.
• Where to find the most amenable funding sources for buying into Hispanic-owned businesses.
• War Stories (and the lessons learned): Get an invaluable look inside recent past negotiations for Hispanic businesses…with insights from successes -- and blunders -- that are worth the price of admission alone.   

 You absolutely MUST find a way to attend this MasterClass if --

• You are a GP or LP considering Hispanic portfolio companies.
• You are an owner or executive of an Hispanic company exploring buyout opportunities
• You are an experienced investor in Hispanic companies and are seeking up-to-date intelligence
• You are a hedge fund manager or venture capitalist considering Hispanic company investments
• You are a lender wishing to back Hispanic company transactions
• You are an attorney advising on Hispanic company deals
• You are an investment banker actively pursuing deals in this marketplace

For more information, please feel free to contact Alison Burke at 212/832-7333 ext. 111 or aburke@capitalroundtable.com.

This program 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 CR’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

• David Perez, Managing Director, Palladium Equity Partners LLC

Hosted By

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

 Speakers

• Victor Arias, Principal, Korn/Ferry International
• Marcio C. Cabrera, Managing Director, MBF Healthcare Partners LP
• Jose Cancela, Principal, Hispanic USA Inc.
• Bruce A. Eatroff, Partner, Halyard Capital
• Jose E. Feliciano, Partner, Clearlake Capital Group
• James P. Foster, Chairman Emeritus, Solera National Bancorp Inc.
• Pedro Garcia , Managing Director, Hadley Partners Inc.
• David B. Houser, Senior Vice President, Lincoln International LLC
• Daniel Jinich, Managing Partner, Acon Investments LLC
• Terry L. Jones, Managing General Partner, Syncom Management Co. Inc.
• Kevin M. Jordan, Managing Director, Goldman Sachs & Co. Inc.
• Evan G. Karp, Principal, Parallel Investment Partners LP
• Colt Luedde, Managing Director, GulfStar Group Inc.
• Victor L. Maruri, Principal, Hispania Capital Partners LLC
• Christian Nugent, Counsel, O'Melveny & Myers LLP
• Tarrus L. Richardson, Managing Director, ICV Capital Partners LLC
• David P. Scopelliti, Principal, GarMark Advisors LLC
• Mario Trujillo, President & CEO, Latinvest Holdings II Inc.
• Additional speakers to be announced...

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Schedule

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Registration

• Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, June 6, and the fee for the MasterClass is $1495.

• Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, June 27, and the fee for the MasterClass is $1695.

• After that, the regular registration fee is $1895 for the MasterClass.

• At the door, if space is available, the fee is $1995 for the MasterClass.

• 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 Wednesday, July 10, 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 Amy Geiger at 212/832-7333 ext. 103 or ag@capitalroundtable.com.

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Location

Midtown Manhattan location in an exclusive private club.

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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 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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