MasterClassTM

Capital Roundtable

Sponsors

 

 

CT Partners

Past Attendees:

Advent International

Aequitas Capital

Allied Capital

Alvarez & Marsal

American Securities

Angelo Gordon & Co. LP

Arcapita Inc.

ArcLight Capital

Berkshire Partners LLC

CCMP Capital Advisors

Citigroup Private Fund

CTPartners

D. E. Shaw & Co.

Development Bank of Southern Africa

Dubai International Capital

Eos Partners LP

Ernst & Young LLP

FTI Consulting Inc.

General Atlantic LLC

Goldman Sachs

GSC Group

Guardian Life Insurance

Hunt Special Situations

ING Capital LLC

Insight Venture Partners

Irving Place Capital

Kohlberg Kravis Roberts

KPMG LLP

LNK Partners

McKinsey & Co. Inc.

Monomoy Capital

Ontario Teachers' Pension Plan

Sales Optimization Group

Sorenson Capital

Sterling Capital Partners

Summit Partners LP

SVB Financial Group

Towers Perrin Inc.

VenGrowth Private Equity

Welsh Carson Anderson

 

Media Partners:

 

The Deal

Capital IQ

Buyouts

VC Experts

 

Second Semi-Annual MasterClass™

On Adding Value To Middle-Market

PE Portfolio Companies

How to Help

Portfolio Companies Cope
With Shortfalls

In Revenue, EBITDA,

& Liquidity

Attendance Is Limited --
Register Now

CHAIRED BY

Anthony (Tony) F. Ecock, Leader of the Resources Group

Welsh Carson Anderson & Stowe LP


Featuring 20 Expert Speakers Including --

  • Kenna W. Baudin, 3i U.S. Growth Capital
  • Chistopher J. Conti, CTPartners
  • Michael A. Criscito, Credit Suisse Group
  • James Dougherty, Great Hill Partners LLC
  • Jeffrey M. Feinberg, Alvarez & Marsal Holdings LLC
  • Lars C. Haegg, Investcorp International Inc.
  • David S. Hoyte, CHP Ops LLC
  • Kathy Iversen, Alvarez & Marsal Holdings LLC
  • John Jureller, General Atlantic LLC
  • John F. Klein, Citi Private Equity
  • David W. Knoch, Irving Place Capital Partners
  • David L. Kreilein, Monomoy Capital Partners LP
  • Stephen B. Kuhn, Akin Gump Strauss Hauer & Feld LLP
  • Martin F. Lewis, Greenhill & Co. Inc.
  • Brian Methvin, Blue Ridge Partners Management Consulting LLC
  • Anthony Miller, Silver Lake Partners LP
  • Neil J. Minihane, Turn Works LLC
  • Bill J. Neuenfeldt, Bain & Co. Inc.
  • William L. Ramsey, Wellspring Capital Management LLC
  • Douglas P. Smith, Capco Group
  • Robert E. Taylor Jr., Advent International Corp.
  • Joseph R. Tomei, Equifin Capital Partners LLC
  • Scott W. Wagner, KKR Capstone
  • Jon F. Weber, Goldman Sachs & Co. Inc.

Click Here to Register >>      Purchase Audio Package >>



 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS
Wednesday, March 4, 2009
8:00 am - 4:30 pm
New York City


SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOP (Optional)

Fundamentals of Developing an In-House Portfolio Operating Group
Tuesday, March 3, 2009
2:00 pm - 5:00 pm
New York City

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity,
 & Mezzanine Funds, As Well as Officers & Directors of Their Portfolio Companies, Independent Sponsors, and  Investment Bankers, Lenders, Industry Executives, Lawyers, & Other Advisors Who Work With Them

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

Though the credit crunch has slowed private equity deal-making activity, PE firms are busier than ever -- strengthening their portfolio companies to survive the recession.

 

Given today’s slumping EBITDAs and exit multiples, operational improvements are the only way PE partners can generate top quartile returns. 

 

Driving operating value in difficult times requires focusing on the right areas at the right companies, knowing where to look, and leaving no stones unturned.

 

Different PE firms approach these tasks in different ways, but the common denominator is anticipating how each of your companies will be affected and getting out in front of the issues while there is still time and liquidity to take action. 

 

And one time-honored way to find success is to compare notes with your colleagues at other firms, and learn what strategies they’ve learned to maximize company value.

 

You’ll be able to do exactly that when you attend The Capital Roundtable’s all-new, full-day MasterClass for operating partners and their teams, entitled “How to Help Portfolio Companies Cope with Shortfalls in Revenue, EBITDA, & Liquidity. On Wednesday, March 4, in New York, we’re bringing together some of the nation’s best-managed PE firms that are ready to share proven recession-ready tips and tactics.

 

And because saving money is always in style, it’s good to know that when you sign up now, you can take advantage of a $400 early bird discount!  With seating limited and our expected high demand, it’s a smart move to make.

 

Get the Scoop from 20 Leading Operating Partners & Speakers

 

This full-day MasterClass is chaired by Tony Ecock, leader of the Resources Group at Welsh, Carson, Anderson, & Stowe, one of the country’s oldest and most successful PE firms.  Tony is responsible for helping Welsh Carson’s portfolio companies seize growth and EBITDA improvement opportunities, and is an expert at driving value enhancement in challenging situations.  Before stints at General Electric and Hewlett-Packard, Tony spent most of his career at Bain & Co., where he was a partner, practice leader for information technology, and global program director for consultant training. 

 

Along with Tony, you’ll be in the distinguished company of 20 other leading PE professionals. Four panel presentations will feature PE operating partners from funds of different sizes, successful turnaround managers & consultants, plus prominent specialists in other areas critical to managing in a downturn. 

 

Whatever industries your portfolio companies are in, at whatever stage of development, you’ll come away from this MasterClass with real-world solutions you’ll immediate use. Find out --

 

  • Is it really worth spending the money to bring outside consultants aboard?
  • Are your financial reporting systems providing the real-time metrics you need?
  • What are the best tactics for requesting accommodations from suppliers?
  • What are the proactive ways companies are reducing G&A costs?
  • How can you best conduct intensive 360˚ reviews of company spending?
  • What are the downside risks in your portfolio, and how can you lessen potential effects?
  • Can you save money by pooling purchasing for items like health insurance?
  • Will it pay to renegotiate your existing contracts?
  • Are there ways beyond equity to incentivize management teams?
  • How can you identify weak links in management that must be addressed?
  • How can you recruit and train “A” players to take your companies forward?
  • And much, much more.

The Recession Isn’t Going Away Soon -- But This MasterClass Is

Now’s the time to make your plans to attend, because with its wealth of useful information this MasterClass, part of our series on “Best Practices for Adding Value to PE Portfolio Companies,” is one of our most popular.  Of course, you’ll have plenty of time to network with both fellow attendees and our featured speakers before, between, and after the scheduled presentations -- so it’s easy to have your specific questions answered.

We’ve designed this MasterClass to benefit a wide range of industry professionals --

  • GPs who want to maximize the performance of their portfolio companies.
  • Institutional investors and independent sponsors who want to better understand today’s operational considerations.
  • Operating partners who want to see what other firms are doing.
  • PE professionals who want to expand their skills beyond origination and financing.
  • Corporate executives of portfolio companies who want to be proactive in boosting future returns.
  • Executive search professionals recruiting for the private equity industry.

We also encourage you to attend our afternoon pre-MasterClass Workshop the day before on Tuesday, March 3, “Fundamentals of Developing an In-House Portfolio Company Operating Group.”  This optional workshop will explain the pros and cons of having your own dedicated team.

Remember, register by Friday, January 23, 2009, and you’ll save $400 off our regular fee! So reserve the date now and find out all the opportunities for adding tangible value to portfolio companies. We’ll be looking forward to greeting you.

For more information, please feel free to contact Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@capitalroundtable.com.

This MasterClass 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 MasterClasses and other events and programs, please visit www.capitalroundtable.com.

The Capital Roundtable thanks Akin Gump, Alvarez & Marsal, Ariba, & CTPartners for sponsoring this outstanding conference. It’s due in great part to their support and collaboration that we have the resources to make this event so worthwhile for you.

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Faculty

 Chaired By

  • Anthony (Tony) F. Ecock, Leader of the Resources Group, Welsh Carson Anderson & Stowe LP

 Hosted By

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

 Speakers

  • Kenna W. Baudin, Director, 3i U.S. Growth Capital
  • Chistopher J. Conti, Partner, CTPartners (masterclass & workshop)
  • Michael A. Criscito, Managing Director, Credit Suisse Group
  • James Dougherty, Operating Partner, Great Hill Partners LLC (workshop)
  • Jeffrey M. Feinberg, Managing Director, Alvarez & Marsal Holdings LLC
  • Lars C. Haegg, Managing Director, Investcorp International Inc.
  • David S. Hoyte, Executive Vice President, CHP Ops LLC
  • Kathy Iversen, Managing Director, Alvarez & Marsal Holdings LLC (workshop)
  • John Jureller, Senior Vice President, General Atlantic LLC
  • John F. Klein, Partner, Citi Private Equity
  • David W. Knoch, Managing Director, Irving Place Capital Partners
  • David L. Kreilein, Operating Partner, Monomoy Capital Partners LP (workshop)
  • Stephen B. Kuhn, Partner, Akin Gump Strauss Hauer & Feld LLP
  • Martin F. Lewis, Managing Director, Greenhill & Co. Inc.
  • Brian Methvin, Managing Director, Blue Ridge Partners Management Consulting LLC
  • Anthony Miller, Director, Silver Lake Partners LP
  • Neil J. Minihane, President & CRO, Turn Works LLC
  • Bill J. Neuenfeldt, Managing Partner, Bain & Co. Inc.
  • William L. Ramsey, Executive Director, Wellspring Capital Management LLC
  • Douglas P. Smith, Executive Partner & COO, Capco Group
  • Robert E. Taylor Jr., Managing Partner, Advent International Corp.
  • Joseph R. Tomei, Managing Partner, Equifin Capital Partners LLC
  • Scott W. Wagner, Operating Partner, KKR Capstone
  • Jon F. Weber, Head--Portfolio Operations, Goldman Sachs & Co. Inc.

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Schedule

Workshop
01:30 - 02:00
02:00 - 05:00



MasterClass

07:30 - 08:30

08:30 - 09:00 09:00 - 09:45
09:45 - 10:30



10:30 - 11:00

11:00 - 12:15




12:15 - 01:15

01:15 - 02:15




02:15 - 03:15





03:15 - 03:30
03:30 - 04:30




04:30

  

Tuesday, March 3, 2009 (optional)

Registration & Networking
Fundamentals of Developing an In-House Portfolio Company Operating Group

(This workshop features operating partners from two PE firms, chief financial officers from two other PE firms, and the CEO of a portfolio company.)

Wednesday, March 4. 2009

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Overview Keynote -- "Winning in Turbulence: How to Survive & Thrive in a Downturn" -- Bill J. Neuenfeldt, Managing Partner, Bain & Co. Inc.

Chairman’s Keynote -- Anthony F. Ecock, Leader -- Resources Group, Welsh Carson Anderson & Stowe LP -- “Portfolio Management in a Downturn”
Coffee & Networking Break
First Panel -- “Managing Portfolio Companies in Troubling Times -- What to Expect And How to Build Operational Capabilities to Enhance Value”
(This panel features deal and operating partners, and talent management professionals, with in-depth portfolio enhancement experience.)

Luncheon & Networking
Second Panel -- “Protecting the Top Line -- How Do You Maintain Revenues in a Steep Downturn?”

(This panel features two operating partners and two PE consultants who are focused on customers and revenues.)

Third Panel -- "Protecting the Bottom Line & Liquidity -- How Do You Cut Costs & Improve Cash Flow Real Time?”

(This panel features 1-2 operating partners, a turnaround manager, a purchasing consortium and 1 PE consulting firm focused on aggressive cost reduction.)

Coffee & Networking Break
Fourth Panel -- "In the Worst Case -- What Do You Do When Things Get Really Tough?”

(This panel features an operating partner, a distressed equity investor, a restructuring lawyer, & a turnaround manager.)

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, January 23, 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, February 13, 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 Samantha Feldman sfeldman@capitalroundtable.com or 212/832-7333 ext 112.

Click Here to Register >>     Purchase Audio Package >>

 Visit Audio Library >>        Add to Outlook Calendar >>


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, February 25, at 5:00pm, and we will credit you for a future MasterClass.)


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 Samantha Feldman at 212/832-7333 ext. 112 or sfeldman@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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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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