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

Past MasterClasses

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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