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DAY 1
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| 11:00 a.m. |
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Registration and Welcome Coffee |
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| 12:00-1:00 p.m. |
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Networking Luncheon |
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| 1:00-1:15 p.m. |
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Industry Commentary and Overview
John Morris, Assistant Managing Editor, The Deal |
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| 1:15-2:00 p.m. |
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Opening Panel-The 2007 Outlook for Private Capital
Moderator:
Greg Peterson, Partner, PricewaterhouseCoopers
Panelists:
Karim Assef, Head of Financial Sponsors, Bank of America
Andrew Brownstein, Partner, Wachtel, Lipton, Rosen & Katz
Anthony J. deNicola, General Partner, Welsh, Carson, Stowe & Anderson
Dan Glickman, Managing Director, GE Antares Capital
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| 2:00-2:30 p.m. |
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Keynote Interview: Private Equity Goes to Washington
Douglas Lowenstein, President, Private Equity Council
Interviewed by: John Morris, Assistant Managing Editor, The Deal
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| 2:30-3:15 p.m. |
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Panel: LPs and Their Expectations
Moderator:
Vyvyan Tenorio, Senior Editor, The Deal
Panelists:
David Fann, President & CEO, Pacific Corporate Group
Peter Keehn, Head of Alternative Investments, AllState
Andrew Kwee, Head of U.S. Private Equity Office, LGT Capital
Sheryl Schwartz, Managing Director of Alternative Investments, TIAA-CREF |
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| 3:15-3:45 p.m. |
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Networking Break |
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| 3:45-4:30 p.m. |
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Panel: The Quest for More Capital
Through various mechanisms--business development corporations, foreign fund offers--the U.S. private equity sector is tapping public equity markets. Where does the path lead next?
-Will the Fortress IPO encourage other PC firms to follow suit?
-Can the business development corporation concept rebound from earlier miscalculations?
-Will more sponsors look to markets outside the U.S. to raise public funds?
Panelists:
John Barber, Managing Partner, Citigroup Private Equity
Andrew Bonanno, Managing Director, American Capital
Whitney Bowe, Partner, 3i
Julie Spellman Sweet, Partner, Cravath, Swaine & Moore
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| 4:30-6:00 p.m. |
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Networking Cocktail Reception |
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DAY 2
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| 7:45 a.m. |
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Breakfast and Registration |
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| 8:45-9:00 a.m. |
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Welcome Remarks |
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| 9:00-9:30 a.m. |
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Keynote Interview:
Glenn Hutchins, Co-Founder & Managing Director, Silver Lake Partners
Interviewed by David Carey, Senior Writer, The Deal |
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| 9:30-10:30 a.m. |
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Panel: The Big Take-Private: Execution, Financing and Managing
-How are sponsors sealing mega take-private deals without going through full auctions?
-Many strategics encountered antitrust hurdles. What does this mean for sponsors?
-How can big enterprises create value, when change can be hard to achieve?
Moderator:
John Morris, Assistant Managing Editor, The Deal
Panelists:
Robert Schwenkel, Partner & Private Equity Practice Chair, Fried Frank Harris Shriver & Jacobson LLP
Gary Talarico, Managing Director, Sun Capital
Mark Williamson, Partner, Calera Capital |
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| 10:30-11:00 a.m. |
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Networking Refreshment Break |
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| 11:00-12:00 p.m. |
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Panel: Real Estate-Maxed Out?
The buy of Equity Office Partners Trust by Blackstone Group LP's quickly lost biggest buy-out ever status as Blackstone flipped its new assets. Does this herald the end of real estate's great run? Is the sector a has-been?
-Regional prospects for commercial and retail space
-Covering the downsides
-Fleet exits or staying put?
Panelists:
Richard Mack, Managing Partner, Apollo Real Estate Advisors
Dennis Irvin, Group Head and Senior Managing Director, CIT
Kevin Donahue, Senior Vice President, Midland Loan Services
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| 12:00-1:00 p.m. |
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Panel: The Retail/Consumer Sector
Panelists:
Pauline Brown, Managing Director, The Carlyle Group
Tom Chin, Managing Director, Analytics, TAG
Anthony Choe, General Partner, Brentwood Associates
Henry Nasella, Partner, LNK Partners
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| 1:00-2:30 p.m.. |
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Lunch and Keynote Interview
Scott Sperling, Co-President, Thomas H. Lee Partners
Interviewed by David Carey, Senior Writer, The Deal |
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| 2:30-3:30 p.m. |
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Panel: The Middle Market Update
-Deal flow outlook from the middle market perspective
-What impact do the mega-deals have for middle market transactions?
-How are valuations shifting?
Moderator:
Steve Napolitano, Partner, Winston & Strawn
Panelists:
Gary Appel, Vice Chairman, Castle Harlan
Chris Pike, Partner, Advent International
Robert Sharp, Partner, MidOcean Partners
David Vorhoff, Managing Director, McColl Partners
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| 3:30-4:30 p.m. |
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Panel: The Tech Report
Last year saw the largest tech LBO ever: the $18.8 billion buyout of Freescale Semiconductor Inc. by Blackstone Group. In another novel deal, the publicly traded KKR Private Equity Investors LP bought $700 million of Sun Microsystem Inc.'s convertible notes in a leveraged transaction.
-Where are the best opportunities for PE firms in the technology industries?
-What do buyout firms bring to table in these transactions? Where can they boost value?
Moderator:
Mary Kathleen Flynn, Senior Editor, The Deal LLC
Panelists:
Nico Hansen, Partner, Apax Partners
Dave Tabor, General Partner, Battery Ventures
David ibnAle, Partner, Francisco Partners
Chip Meakem, General Partner, Kodiak Venture Partners
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| 4:30 p.m. |
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Closing Remarks |
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| 4:45 p.m. |
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Conference Ends |
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