Agenda - Day 1

Eastern Standard Time

January 25, 2022

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NETWORK

NETWORKING BREAKFAST

Tuesday January 25, 2022 | 8:30 AM to 9:30 AM

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SESSION

CLOSING YOUR FIRST DEAL

Monday January 25, 2021 | 9:30 AM to 10:30 AM

  • Closing your first transaction: how to position the investment opportunity
  • The importance of building relationships with investors
  • Successful strategies in deal sourcing
  • Fundraising: effectively managing it deal-by-deal
  • Negotiating alternative fee structures with service providers

Richard Baum

Managing Partner, Consumer Growth Partners

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David Acharya

Managing Partner

Acharya Capital Partners, LLC

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Thomas Ince

Managing Director

LP First Capital

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Greg Robinson

Founder & Managing Partner

RLG Capital

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Drew Brantley

Managing Director

Frisch Capital Partners

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SESSION

PARTNERING WITH EACH TYPE OF CAPITAL - HOW TO SELECT THE RIGHT FUNDING PARTNER?

Tuesday January 25, 2022 | 10:45 AM to 11:45 AM

  • Family offices
  • Private Equity
  • LPs
  • Investors Providing Equity and Debt Capital

Thomas Kesoglou

Moderator

Managing Partner

Ice Miller

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Christian H. M. Albert

Managing Partner

Bowside Capital

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Michael Becker

Partner

Plexus Capital

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Neel Bhargava

Founding Partner

NB Group Investors LLC

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John Kim

Partner

New State Capital Partners

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Brett Hickey

Founder & CEO

Star Mountain Capital

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LUNCHEON

NETWORKING LUNCHEON

Tuesday January 25, 2022 | 12:00 PM to 1:00 PM

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SESSION

OVERCOMING THE COMMON (AND NOT SO COMMON) CHALLENGES FOR INDEPENDENT SPONSORS

Tuesday January 25, 2022 | 1:00 PM to 2:00 PM

  • Independent Sponsors are subject to more challenges than traditional private equity groups because they don’t have access to committed capital. This session will be focused on overcoming funding credibility with owners and their advisors, negotiating economics with their funding partners, describing what an independent sponsor is, etc and how to overcome those challenges. 

William E. Doran

Moderator

Partner

Benesch

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Jeff Mizrahi

Partner

MFG Partners LLC

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R. Whit Matthews

Senior Investment Director

Aberdeen Standard Investments

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Matthew Pettit

Founding Partner

Seven Hills Capital

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Michael Lonergan

Managing Partner

Georgia Oak Partners

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Bruce Lipian

Managing Director

StoneCreek Capital

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NETWORK

SPEED NETWORKING - Join us for an interactive session and meet all independent sponsors and capital providers in the room!

Tuesday January 25, 2022 | 2:00 PM to 4:30 PM

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RECEPTION

WELCOME RECEPTION

Tuesday January 25, 2022 | 4:30 PM to 5:30 PM