Capital Roundtable Events for Private Equity and Venture Capital Investors, Investment Bankers, Lenders, CEOs, and the Professionals Who Advise Them
 

Past MasterClasses

July 2010

PE Investing In Government Services & Defense Companies -- Activity Intensifies As Stimulus Funds Expand The Sectors, & New Opportunities Open Up In Cyber, Health, & Energy

Co-chaired By David K. Panton, Navigation Capital Partners Inc., & Joyce C. Johnson-Miller, Relativity Capital LLC
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PE Investing In Education Companies -- How To Build On Your Success While Regulators Are Changing The Rules
Chaired By Scott B. Harper, Primus Capital Funds
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June 2010

PE Investing In Food & Beverage Companies -- Why Deals Are Returning To The Table

Chaired By J. Robert Hall,
Centerview Partners LLC
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May 2010

Private Equity Fundraising From Institutional Investors In 2010 -- How To Succeed As A Rainmaker -- Despite The Drought

Chaired By Kelly M. Williams,
Credit Suisse Customized Fund Investment Group
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April 2010

Beyond Healthcare Reform -- Implications For Creating Success For New PE Deals -- & For Portfolio Companies
Chaired by Jeffrey R. Jay M.D., Great Point Partners LLC
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The Boom In PE Investments In Cleantech & Renewable Energy -- The Reshaping Of Cleantech Finance
Chaired by David F. Lincoln, Element Partners
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March 2010

PE Secondaries In This Frozen Market -- What Preparations GPs & LPs Should Be Making Now That A Thaw Seems Imminent
Chaired By Jonathan Gutstein, Coller Capital
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SBICs -- A Whole Day, The Whole Story -- Everything You Need To Know To Get Licensed, As Well As Launch & Manage An SBIC
Chaired By Vincent D. Foster, Main Street Capital Corp.
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PE Portfolio Companies -- Best Practices For Helping Them Build Value, & Prepare For IPOs Or Strategic Sales
Chaired By John M. Jureller, General Atlantic LLC
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February 2010

PE Fundraising From Family Offices & Wealthy Individuals -- How More Private Equity Professionals Are Finding Success Beyond The Traditional Institutional LP World
Chaired By Diane Sterthous, Glenmede Trust Co. NA
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PE Investments In Food & Beverage Companies -- How Firms Are Surfing The Rising Tide
Chaired By Jeff S. Fronterhouse, Brazos Private Equity Partners LLC
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PE Investments In Regional & Community Banks -- How To Navigate The Regulators & Build Profitable Opportunities
Chaired By Dory A. Wiley, Commerce Street Capital LLC
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January 2010

How Independent ("Fundless") Sponsors Can Get The Funding They Need In 2010 -- Plus Other Fresh Tactics & New Ideas
Chaired By James J. Goodman, Gemini Investors LLC
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PE Restaurant Deals -- Rewriting Yesterday's Rules -- How To Pave The Way To Profit From New Opportunities
Chaired By Joel A. Holsinger, Fortress Investment Group
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PE Investing In Education Companies -- How To Differentiate Your Strategy To Be Successful In This White-Hot Sector

Chaired By Bruce A. Eatroff,
Halyard Capital
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December 2009

Spinoffs & Acquisitions -- How Corporate CFOs & PE Dealmakers Are Creating Win/Win Collaborations
Chaired By
Adam M. Blumenthal,
Blue Wolf Capital Management
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November 2009

Healthcare Buyouts -- Where PE Investors Can Find Opportunities After The Upcoming Healthcare Reforms
Chaired By C. Taylor Cole Jr.,
Charterhouse Group Inc.
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October 2009

Investing In Cleantech & Renewable Energy Companies
Another All-NEW Annual MasterClass™ For Middle-Market PE, VC, & Mezz Firms -
Chaired By Mark Nydam,
PCG Asset Management LLC
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How PE Firms Can Profit From Financial Services Investing, Given The New Regulatory Environment

Chaired By Robert Glanville, Pine Brook Road Partners LLC
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New Do's & Don'ts Of Fundraising In 2010 -- Bucking The Trend, & Hitting Your Targets
Tenth Semi-Annual MasterClass™ On Succeeding At Fundraising For PE, VC, & Mezz Firms -
Chaired By Steven Costabile, AIG Investments
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Mezzanine Financing For 2010's PE Deals -- How To Find The Capital You Need Now That Mezz Firms Have The Upper Hand

Chaired By Justin Wender, Castle Harlan Inc.
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September 2009

Enhancing Portfolio Companies -- How Top PE Firms Are Using State-Of-The-Art Strategies To Build Value

Chaired By Hartley R. Rogers, Hamilton Lane
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The Exciting New World Of SBICs -- Best Practices For PE Firms To Launch & Manage Small Business Investment Companies
<br>Chaired By Michael Blackburn, Petra Capital Partners LLC
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July 2009

How To Benefit In 2009's Secondary Marketplace
Another All-NEW Annual MasterClass™ For Middle-Market PE, VC, Mezz, & Secondary GPs & LPs
Chaired By Brett Gordon, HarbourVest Partners LLC
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How To Build Education & Training Platforms -- What PE Firms Are Learning
An All-NEW Annual MasterClass™ For Middle-Market Private Equity Investors & Mezzanine Lenders<br>Chaired By John Bates, Arlington Capital Partners
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June 2009

How To Find & Build Winning Food & Beverage Companies In Spite Of The Recession
Fifth Annual MasterClass™On PE & Mezz Investing In Middle-Market Food & Beverage Companies -- <br>Chaired By Scott Elaine Case, VMG Partners
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How To Find & Buy Community Banks -- Main Street Trumps Wall Street
An All-NEW MasterClass™ On PE Investing In Community Banks -- <br>Chaired By Joshua Siegel, StoneCastle Partners LLC
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May 2009

How To Keep Relationships With LPs Harmonious -- Despite Recession, Credit Crunch, Mark-To-Market, Capital Calls, & Other Sources Of Frustration, Anger, Mud-Slinging -- & Divorce
MasterClass™ On Managing Relationships With Limited Partners For Middle-Market PE & Mezz Firms
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How To Win At Fundraising, Despite The Funding Famine -- Where To Go, Who To See, What Not To Say
Ninth Semi-Annual MasterClass™ On Succeeding At Fundraising for PE, VC, & Mezz Firms
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April 2009

How Independent Sponsors Can Prosper During The Recession -- Without An Institutional Safety Net
Fifth Semi-Annual MasterClass™ On PE Dealmaking By Independent (aka "Fundless") Sponsors & The Investors Who Back Them
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How Media PE Investors Can Weather The "Perfect Storm" In Their Disrupted Industry
Third Annual MasterClass™ On PE Investing In Middle-Market Media Companies
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March 2009

How To Negotiate With Mezz Lenders Now That The Credit Crunch Has Given Them The Upper Hand
Fifth Annual West Coast MasterClass™ On Mezz Financing For Middle-Market PE Deals
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How To Buy & Fix Distressed Companies During The Recession -- The Art of Dealmaking In & Around Bankruptcy
Second Annual MasterClass On PE Investing In Distressed Companies
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How To Help Portfolio Companies Cope With Shortfalls In Revenue, EBITDA, & Liquidity
Second Semi-Annual MasterClass™ On Adding Value To Middle-Market PE Portfolio Companies
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February 2009

How To Find & Buy Regional Banks -- The Newest Major Opportunity For PE Investors
Another All-NEW Annual MasterClass™ For Middle-Market PE Firms
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January 2009

How To Stabilize Restaurant Portfolio Companies & Find New Opportunities - Despite Falling Demand & Rising Costs
Fourth Annual MasterClass™ On PE Investing In Middle-Market Restaurant Companies
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December 2008

Surviving the PE Credit Crisis -- Where to Go, What to Do, Who to See
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November 2008

Where to Place Your Healthcare Investment Bets
No Matter What They Do in Washington!
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October 2008

How Independent (aka "Fundless") PE Sponsors Are Winning in the Middle Market
Footloose & Fund-Free
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Private Equity Investing in Financial Services Companies
Turning Hard Times Into Hard Profits
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September 2008

Fundraising for Private Equity Firms
Tough Times Demand Fresh Tactics
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Mezz Finance for Today's Private Equity Deals
How to Address the New Face of Junior Debt
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July 2008

Private Equity Summer PowWow
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Summer MasterForum & Cocktail Reception
The Big Picture -- What's the Fate of Leveraged Deals?
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Private Equity Investing in Retail & Consumer Deals
How The Downturn May Create Exciting New Opportunities
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June 2008

Adding Value to P.E. Portfolio Companies
Strategies for Improving Their Operations & Returns
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MasterCast
Creating A China Strategy to Add Value to Your Portfolio Companies
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Private Equity Investing in Food and Beverage Companies
How You Can Outperform Competitors Despite Rising Costs & Slumping Economy
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May 2008

Investing in Family-Owned Companies
How to Turn Landmines into Gold Mines
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Smaller Middle-Market Deals
The Bonanza in Today's Turbulent Economy
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Spring MasterForum & Cocktail Reception
Five Private Equity Sages Discuss Where There Are Silver Linings in Recessionary Clouds
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April 2008

P.E. Investing in Distressed Companies
How to Pick Out the Slightly Bruised Apples From the Truly Rotten Ones
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Energy-Sector Services & Products
How Middle Market Private Equity Is Riding An Unexpected Expansion
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March 2008

Nuts & Bolts of Running a P.E or V.C Shop
In Today's Demanding Environment
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MasterCast (Webcast) on Real Estate Issues in Middle-Market P.E Deals
Deal-Makers & Deal-Breakers
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Mezzanine Finance
Why P. E. Firms Are All of a Sudden Cozying up Again with Middle-Market Mezz Funds
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February 2008

Fundraising for P.E. & V.C. Firms
Why Prospects Look Bright in 2008
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The Art of Building the Right Deal Flow
How Middle-Market P. E. Firms Can Boost Their Origination Efforts
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How More & More Fundless Equity Sponsors -- & Investors
- Are Staking Claims in P.E.'s New Frontier
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January 2008

Traditional Media Companies
New Opportunities for P.E. Investors In a Rapidly Evolving Industry
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P.E. Investing in Middle-Market Restaurant Companies
Sponsors Show Renewed Appetites As Valuations Come Back to Earth
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November 2007

MasterCast: The Art of Investing in Family-Owned Companies
How to Successfully Win Their Hearts, Minds & Shares
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October 2007

Due Diligence MasterClass
25 Seasoned Experts Reveal Ways To Improve The Odds
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Private Equity Investing in Middle-Market Medical Device Companies
How You Can Benefit From the Consolidation Binge
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Private Equity Investing in Healthcare Services Companies
Which Sectors Are Getting Investors' Attention, Which Are Not?
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Mezzanine Finance MasterClass
TURBULENCE IN THE CREDIT WATERS -- How Middle-Market Mezzanine Users Can Navigate Them

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September 2007

Financial Services Companies
Fresh Source of Dynamic Opportunities for Middle-Market P.E. Investors
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Fundless Equity Sponsors MasterClass
How a New Breed of Investors -- & The Funds That Back Them -- Are Expanding Their Share of the P.E. Market
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July 2007

The Art of Investing In Family-Owned Companies
How to Successfully Win Their Hearts, Minds & Shares
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Eighth Annual Private Equity Forum 2007
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June 2007

Investing in Food & Beverage Deals
Are P.E. Firms On The Cusp Of A Gold Rush?

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Investing in Consumer & Retail Deals
Why Smart P.E. Is Jumping In
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May 2007

Nuts & Bolts of Managing Your P.E. Firm
Best Practices For Your Back Office
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Fundraising for PE & VC Firms
Winning Strategies for Experienced & Emerging Managers
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Mid-Spring's Eve Private Equity Party
For Our Friends in the Private Equity, Buyouts, & Hedge Fund Communities
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April 2007

Fundless Equity Sponsors
How You Can Buy Companies Without Having Your Own Private-Equity Fund
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March 2007

The Art of the Smaller Deal
How Smaller Middle-Market P.E. Funds Can Outperform the Great Big Ones
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February 2007

Third Annual West Coast Mezzanine Finance MasterClass
Despite Challenges, Mezz Thrives-- Learn New Strategies, New Firms, Best Deals
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MasterClass Restaurant Industry P.E. Deals
Where Investors Should Place 2007 Bets -- Latest Deal Opportunities & Newest Trends <br>
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January 2007

MasterClass on Buyouts in the Media Industry
Middle-Market Heat Beneath the Mega-Market Hype
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November 2006

MasterClass on Buying Out & Expanding Medical Device & Product Companies
Where is the Smart P.E. Money Hunting?
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Private Equity Acquisition Financing Summit 2006
In Partnership with Practising Law Institute
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MasterClass on Second Lien Borrowing
How You Can Find the Most Attractive Second-Lien Deals in 2007?? What New Twists are Hedge Funds Offering to Make Their Deals More Competitive?? How Do You Compare Terms on Second-Lien Deals??
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October 2006

MasterClass on Going Public Without an IPO
New Alternatives for Tapping the Public Capital Markets
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MasterClass on "Fundless" Equity Sponsors
How You Buy Companies Without Having Your Own Fund
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September 2006

MasterClass on Fundraising for PE & VC Firms
Winning Strategies For Follow-on & Start-up Funds
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Fourth Annual MasterClass--Mezzanine Finance on the Rebound??
What That Means for Middle-Market Deal Sponsors Who Use Second-Lien Loans, Sub-Debt, & Preferred Stock
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July 2006

First Annual MasterClass on Strategic Deals in India
Opportunities For U.S. Private-Equity Firms
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First Annual MasterClass on P.E. Investing in Healthcare Deals
Are We At the Top of the Cycle? Where Should Smart P.E. Money Head?
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Fourth Annual Midsummer's Eve M&A and Buyouts Party
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June 2006

Second Annual MasterClass on Pricing, Valuation, & Due Diligence
The Art & Science of Negotiating Private Equity Deals
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May 2006

MasterClass on Tech Industry Buyouts -- Getting in on the Boom
Private equity firms doubled the amount invested in tech deals last year. The number of deals grew two-thirds. What changed? Who are the players? Where are the best opportunities? Where are the exits?
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Third Annual MasterClass on Fundraising for PE & VC Firms
Strategies for Follow-on & Start-up Funds
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April 2006

MasterClass on Restaurant Industry Buyouts -- What You Can Learn From Experienced Investors
Buying restaurants & restaurant chains is a profitable niche that's attracted huge interest lately. What do successful investors look for? Where have they found the best opportunities? What mistakes are they avoiding?
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MasterClass on Activist Investing -- How to Pick Targets & Strategies to Reap Big Rewards
Activists buy minority stakes in public companies, then demand changes from management. What are the practical aspects of how they operate? What different strategies do they use? What are the pros & cons? How can you benefit?
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March 2006

MasterClass on "Fundless" Equity Sponsors -- How You Buy Companies Without Having Your Own Fund
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MasterClass on Second-Lien Borrowing -- Q2/06 Update -- How You Cut Deals in a Cooling-Down Market
This market has transformed. It has become institutionalized. Now most sponsors treat it as a permanent part of the financial landscape. How does that change your dealmaking decisions in 2006? Where do you go for the best terms?
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Second Annual MasterClass on Smaller Middle-Market Buyouts -- How You Can Outperform Your Competition
This end of the market is red hot, competition is intense, multiples are on the rise. So where are funds finding attractively-priced deals? How are they still giving their LPs great returns?
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February 2006

Third Annual West Coast MasterClass on Mezzanine Finance
The competition is intense … how are smart investors benefiting from all this new money?
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January 2006

Second Annual MidWinter's Eve M&A and Buyouts Party
Meet lots of good people in m&a and buyouts…Don't miss our mid-winter party ... it's the place to be ...
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MasterClass on Food & Beverage Buyouts
What Successful Investors Are Doing Right, and Where the Best Opportunites Are
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November 2005

Non-Traditional Exit Strategies
Newest Trends in PIPEs, SPACs, Reverse Mergers, & Rollups
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First Annual Autumn's Eve M&A and Buyouts Party
Gather with New York City's brightest investors, lenders, and advisors to celebrate the leading social event of the fall financial season
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October 2005

Second Lien Lending Update
Dynamic changes are afoot in the second lien market -- Learn how to get the best deal & to bulletproof the terms you negotiate
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September 2005

Third Annual Mezzanine Finance MasterClass
Learn the latest trends, strategies, & deals in mezzanine finance, as well as best practices in structuring transactions
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June 2005

Private Equity Valuations
What GPs & LPs Need To Know To Survive Today's New World Of Scrutiny
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Second Lien Lending
Why the Second Lien Market is Staying So Hot, & How You Can Benefit from the Competition It's GivingHedge Funds, Mezz Fund & Senior Lenders
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May 2005

Fundraising for Private Equity Firms
Best Practices for Follow-On & Startup Funds
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March 2005

Morning Forum: Middle-Market Buyout Investing
How Audax Evolved Its Game Plan & Why That Led to Bigger Success
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Mastering Small Company Buyouts
How Niche Funds Are Getting Great Returns
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Fundraising for Hedge Fund Managers
Best Practices for Follow-On & Startup Funds
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Food Industry Buyouts
Best Practices for Private Equity & Hedge Fund Managers
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February 2005

Morning Forum: Acquisitions in China
How Private Equity Firms Are Doing Successful Deals
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Second Annual West Coast Reverse Mergers Summit
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Second Annual West Coast Mezzanine Finance MasterClass
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A Midwinter's Eve Annual M&A and Buyouts Party
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January 2005

Second Lien Lending
Why the Second Lien Market is Staying So Hot, & How You Can Benefit from the Competition It's Giving Traditional Mezzanine & Senior Financiers
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November 2004

Morning Forum: The Complex World of Second Lien Lending
A Senior Hedge Fund Manager Defines the Terms of this Competitive Alternative to Traditional Mezzanine
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Third Annual SBICs MasterClass
The New Realities... Operating Your SBIC in Today's Environment
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Third Annual How to Find a Company to Buy
And Close the Deal on Your Terms
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October 2004

Morning Forum: The Coming Boom in Private Equity
Opportunities Now that Institutions are Returning to the Market: How to Benefit from the Rising Optimism
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Second Annual Reverse Mergers Summit
18 Leading Experts Offer Insights into Best Practices for Doing Reverse Mergers
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Fundraising for Private Equity & Venture Capital Firms
Best Practices for Follow-On & Startup Funds
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September 2004

Second Annual Mezzanine Finance MasterClass
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July 2004

Morning Forum: The BDC Boom
A Pioneer's View of the Pros & Cons — & What the Future May Hold
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Second Annual A Midsummer Night's Eve M&A and Buyouts Party

Newest Trends in PIPEs
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May 2004

Fundraising for Private Equity & Venture Capital Firms
Best Practices for Follow-On & Startup Funds
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Morning Forum: Today's Debt Market
What Dealmakers Must Know About Structuring, Pricing & New Products
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Senior Lending Returns
Rebirth of a Market & What it Means for LBO Dealmakers
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April 2004

Morning Forum: Why Investing in Smaller Middle-Market Buyouts has Become So Hot
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March 2004

Spin-Offs, Spin-Outs & Carve-Outs
How to Successfully Structure Them
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February 2004

Mezzanine Investing
Latest Trends, Strategies and Deals in Mezzanine Investing & Best Practices in Structuring Transactions from the Country's Most Seasoned Specialists
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Reverse Mergers — Viable Alternative to IPOs?
Pros & Cons of Using a Reverse Merger to Take Your Company Public & Why This Technique is Enjoying a Renaissance
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January 2004

How to Take Public Companies Private... & Why
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Morning Forum: M&A Crystal Ball for 2004 & Beyond
Where are Middle-Market Dealmakers Going to Find the Best Opportunities?
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