Agenda - Day 2

September 23, 2021

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8:45 am - Chairperson’s welcome and opening remarks

Claudine M. Cohen

Principal

Transactional Advisory Services

CohnReznick LLP

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9:00 am - How capital gain and other tax reforms may impact the marketplace

Selling assets now to avoid higher capital gains taxes may make sense, but so does considering if previous exit plans were actually the best strategy, even if tax circumstances change. Tax reforms being discussed in Congress and the White House are already changing the behaviors of middle market firms, as well as private equity firms. Here’s what that could mean in the short-run and longer term.

Moderator

Claudine Cohen

Managing Principal, Transactions & Turnaround Advisory

CohnReznick LLP

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Christian H. M. Albert

Managing Partner

Bowside Capital

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Brian Newman

Tax Partner

CohnReznick LLP

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9:45 am - Sourcing proprietary deals in new and classical ways

What are the best places to source proprietary deals, when so much of business has left the office space and there are fewer informal, in-person spaces? Will new deal sourcing vehicles emerge, or will Independent Sponsors return to old models, as travel and in-person meetings return?



Moderator

Tom Kesoglou

Partner

Ice Miller

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Michael Carrazza

Managing Partner & CEO

Solaia Capital Advisors LLC

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David Acharya

Managing Partner

Acharya Capital Partners

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Saquib Toor

Beacon House Capital

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Mark Fornasiero

Managing Partner

Clarendon Group

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Ryan McGovern

Managing Director

Starmountain Capital

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10:30 am - Providing ESG value to purchases and operations

Environmental, social and governance causes are expected to play greater roles across all sectors in coming years. That said, how to incorporate ESG values in internal offices, when evaluating potential targets and in operational plans can be tricky in part because they can be difficult to quantify, and they provoke as many questions as answers. 



Moderator

Douglas Song

Co-Founder

Proodos Capital

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Christopher Yost

Aperion Management

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Melanie Santos

2nd Generation Partners

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John Huhn

Compass Group Equity Partners

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Nick Russell

Managing Partner

Tuckerman Capital

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11:15 am - Comparing long-term sector performances for sustainable returns

While many Independent Sponsors differentiate themselves by specializing by sector, the coronavirus pandemic has changed and sometimes simply accelerated market trends, meaning opportunities have changed. Which of these market trends are worth betting on for the long-term, and is it too late to adopt new sectors into established portfolios?    



Moderator

Tim Welles

Managing Partner

Pine Street Capital Partners Team

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Seth Wilson

Managing Partner

Headhaul Capital Partners

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Daniel Arnold

Senior Vice President

Hilco Global

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Josh Susser

Founding Partner

Cascadily

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Evan Gallison

Managing Director

Merit Capital

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