MasterClassTM

Capital Roundtable

Marquee Sponsors

 

Association Partners

Data Partners

Partial List of
Past Attendees

ADP

Alberta Investment Management

Align Capital Partners

Argosy Private Equity

Bain Capital PE

Baird Capital

Blue Wolf Capital

Caisse de Depot et Placement du Quebec

Clearlake Capital

Comvest Partners

Conway MacKenzie

Court Square Capital Deloitte Touche Tohmatsu

Dorsey & Whitney

Ernst & Young

EY-Parthenon

Fairmont Consulting

Gerson Lehrman

Graham Partners Inc.

Green Peak Partners

Hamilton Robinson

Harvest Partners

High Road Capital

HJM Consulting

Ingevity Corp.

INSIGHT2PROFIT

Korn Ferry

Livingbridge US

Loughlin Management

LynnCo Supply Chain Solutions Inc.

Mainsheet OP

Metropolitan Partners

Milton Street Capital

N. W. Bernstein

Nautic Partners

NetSuite Inc.

New State Capital

One Rock Capital

Ontario Teachers' Pension Plan

Paine Schwartz

Patina Solutions

PMC Treasury Inc.

PrimeGenesis

Proudfoot

Providence Equity

Rockbridge Growth Equity

Sango Capital

SAP America Inc.

Serent Capital

Sprout Health Group

STNL Advisors

Tight Lines Advisors

Treya Partners

Varsity Healthcare

Versa Capital

WeWork Companies

 

Super-Sizing Your Returns

By Balancing Specialists & Generalists

 

 

 

Best Practices for Creating Value

In PE Portfolio Companies

                     

CHAIRED BY

Steve Larned

Senior Principal

New State Capital Partners


FULL-DAY CONFERENCE

Thursday, April 4, 2019

8:00 am – 5:00 pm

New York City

 

REGISTER NOW

 

MARQUEE SPONSORS

ADP

INSIGHT2PROFIT

 


INSIGHTS FROM 20 EXPERT SPEAKERS!

Rohit Bassi, Corridor Capital LLC

John J. Broderick, Argosy Private Equity

Bryan J. Carey, Health Catalyst Capital Management LLC
Michael B. Fieldstone, Aterian Investment Partners LLC

Asheesh B. Gupta, Audax Group
Jesse Hermann, Court Square Capital Partners LP
Simon Jones, Turnspire Capital Partners LLC
Prital Kadakia, Serent Capital LLC

Kate Malcolm, Alberta Investment Management Corp.

Brandt F. McKee, Culligan International Company

Stephen J. Meyer, Columbia Capital

Jeffrey A. Nagel, AEA Investors LP

J.R. Roemke, ProMach Inc.

Vikas Saini, ADP LLC

Richard A. Spencer, Kamylon Capital LLC

Andrew Walshe, Sightway Capital LP

Jon F. Weber, BlueMountain Capital Management LLC
Ryan White, INSIGHT2PROFIT


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

Pinched between hyper-valuations and competition for deals, PE firms are under the gun to super-size their returns.

 

As a result, operating partners focus most heavily on finding the right executives for their portfolio companies, as well as on partnering most effectively with their management teams generating better business insights, and driving high impact and results.

 

The resources and tools and expertise they use are familiar to every operating partner. Where the “secret sauce” comes in is how they choose to assemble those elements and tie them to economics and investment strategy.

 

Here are their choices --

 

  • Firms with teams of generalist operating partners, who bring strategic know-how, general management tools, program management disciplines, and scalable best practices.

  • Firms that deploy specialists, who bring functional and vertical domain expertise and who access relevant execution capabilities like pricing, lean process improvement methodologies, go-to-market expertise, and web-based sales/ marketing tools.
  • Firms that aim for a “best of breed” approach and contract with non-captive resources who work on situational agendas, focused on their companies.

 

Register now to gain valuable insights as The Capital Roundtable’s 20-plus speakers share the trends they see in value creation at portfolio companies. Our full-day conference on Best Practices for Creating Value in PE Portfolio Companies takes place Thursday, April 4, in midtown New York City.

 

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Hear how PE firms are responding to the hyper competitiveness for deals by doing more with the companies they acquire.

  2.  Learn how deploying a wide variety of operating models can improve execution and returns.

  3.  Discuss the right balance of hands-on involvement at a portfolio company without distracting or undermining management.

 

 

Click here to hear our 21 speakers address such key points as -- 

  • Tailoring operating partner models to meet the needs of different firm and portfolio profiles

  • Making a case for value creation amid constraints on compensation and greater scrutiny on the economics of running an operating partner program

  • Deciding when specialist operating partners are needed, and what roles they should fill across a portfolio

  • Deploying generalist operating partners to augment management effectiveness

  • Operating partner strategies for a variety of deal structures, including carve-outs, family-owned businesses, turnarounds, and platform roll-ups

  • Communication strategies for operating partners and portfolio company managers

  • Navigating the challenges and intricacies of interim management

  • Setting expectations for operating partners and deal teams

  • Sourcing talent to build out teams at portfolio companies

  • Focusing strategies for coaching and mentoring existing management and employees

  • Executing growth plans at portfolio companies, including penetrating new markets and profit pools

  • Leveraging operating partners to spearhead digital transformation at portfolio companies

  • Crafting cross-portfolio initiatives to benefit from economies of scale

  • Guiding strategies for hiring effective operating partners and determining who will thrive in the role

  • Based on the phases of the deal cycle, determining best practices for operating partners

 

Register Now to Join Steve Larned

And More Than 20 Other Experts

 

Steve Larned is a senior principal at New State Capital Partners. He joined the middle market private equity firm in 2016, bringing more than 30 years of experience in executive management, strategy consulting, and private equity operations.

 

His work spans a variety of industries including tech services, healthcare, information/business services, manufacturing, and distribution.

 

Previously Larned was a senior operating executive at Welsh Carson Anderson & Stowe, where he worked with portfolio company managers to develop and implement growth and EBITDA enhancement plans in the healthcare and information/business services sectors. His responsibilities also included board roles and serving as interim CEO of a healthcare company.

 

Before he joined Welsh Carson, Larned was a senior executive at Dell Inc., where he led business-to-business teams in a variety of senior roles, including leading the Americas marketing organization, the preferred accounts division, and the server and storage team.

 

Larned earned an undergraduate degree in economics from Duke University, and an MBA from the Harvard Business School.

 

 

This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or cagar@capitalroundtable.com



 

 Who Should Attend

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them.

 

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We look forward to having you join us on Thursday, April 4, 2019.

 

Conference Organizers

 

This conference 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 30 annual conferences and other events and programs, please visit www.capitalroundtable.com.

 

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Kellie Green or Claire Notton at 212-832-7300 or by email at kgreen@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Sacha Spitzer at sspitzer@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from PE investors
  • Industry outlooks from noted experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Steve Larned, Senior Principal, New State Capital Partners

     

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

 

Speakers

  • Rohit Bassi, Managing Director, Corridor Capital LLC
  • John J. Broderick, Operating Partner, Argosy Private Equity
  • Bryan J. Carey, Executive in Residence, Health Catalyst Capital Management LLC
  • Michael B. Fieldstone, Partner, Aterian Investment Partners LLC
  • Asheesh B. Gupta, Managing Director, Audax Group
  • Jesse Hermann, Resource Partner, Court Square Capital Partners LP
  • Simon Jones, Operating Partner, Turnspire Capital Partners LLC
  • Prital Kadakia, Principal, Serent Capital LLC
  • Kate Malcolm, Portfolio Manager--Private Funds & Asset Management, Alberta Investment Management Corp.
  • Brandt F. McKee, President--Americas & Asia, Culligan International Company
  • Stephen J. Meyer, Venture Partner, Columbia Capital
  • Jeffrey A. Nagel, Operating Partner, AEA Investors LP
  • J. R. Roemke, V.P.--Business Process, ProMach Inc.
  • Vikas Saini, Senior Dir.--Product Management, ADP LLC
  • Richard A. Spencer, COO & Senior Operating Partner, Kamylon Capital LLC
  • Andrew Walshe, Dir.--Portfolio Operations, Sightway Capital LP
  • Jon F. Weber, Head--Portfolio Company Management, BlueMountain Capital Management LLC
  • Ryan White, President & CEO, INSIGHT2PROFIT

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Schedule

 

 

  •  

    07:30-08:30

    Networking & Registration & Breakfast

    08:30-09:15

    Welcoming Remarks & Audience Self-Introductions

    09:15-09:45

    Conference Chairman’s Introduction --

    Two Datapoints on Operating Models

    • Steve Larned, New State Capital Partners

    09:45-10:15

    Morning Keynote --

    What Might Prevent Your Portfolios from Leveraging the Power of Pricing?

    • Ryan White, INSIGHT2PROFIT


    10:15-11:00

    Networking & Coffee

    11:00-11:45

    Morning Conversation --
    Specialist vs. Generalist vs. Hybrid --

    Picking the Operating Partners for Your Long Term Needs

     

    11:45-12:45

    First Panel --

    Installing the Lights at the End of the Tunnel --

    The Role of Diligence, Planning & Analysis in Creating Value

     


    12:45-01:45 Networking & Luncheon

    01:45-02:45

    Second Panel -- 

    Implementing Your Strategic Plan --

    How to Build Reliably Great Execution

    02:45-03:30

    Afternoon Conversation --

    Acquiring Carveouts --

    Lessons Learned by Experienced Operating Partners

     

    03:30-03:45

    Networking & Dessert

     


    03:45-04:45

    Third Panel --

    Staging Your Portfolio Companies for Sale --

    Steps for Getting Full Value When You Exit

     

    04:45

    Networking & Adjournment

     


  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Chris Agar today to confirm your attendance at 212-832-7300 ext. 0 or cagar@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $300 off the standard fee of $1495 when you register by Friday, February 15. Just $1195.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, March 8, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $1095 each until Friday, March 8, when you register two or more people to attend from the same company . This rate increases to $1295 each after Friday, March 8.

 

Register Now

 

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., 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Chris Agar at cagar@capitalroundtable.com or 212-832-7300 ext. 0.

 

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.

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Location

The University Club

Midtown, NYC

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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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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

 

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