Agenda - Day 1

Eastern Standard Time

March 2, 2022

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NETWORK

NETWORKING BREAKFAST

Wednesday March 2, 2022 | 8:30 AM to 9:30 AM

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SESSION

CLOSING YOUR FIRST DEAL

Wednesday March 2, 2022 | 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

Jay S. Rand

Moderator

Partner and Co-Chair of the Corporate & Finance Group

Frankfurt Kurnit Klein & Selz

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Richard Baum

Managing Partner, Consumer Growth Partners

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David Acharya

Managing Partner

Acharya Capital Partners, LLC

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Gabriel Schrade

Managing Director

LP First Capital

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SESSION

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

Wednesday March 2, 2022 | 10:45 AM to 11:45 AM

  • Family offices
  • Private Equity
  • LPs
  • Investors Providing Equity and Debt Capital
  • Using Sale Leasebacks as a Capital Allocation Tool

Christopher Bordoni

Moderator

Partner

Ice Miller

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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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Scott Merkle

Managing Partner

SLB Capital

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LUNCHEON

NETWORKING LUNCHEON

Wednesday March 2, 2022 | 12:00 PM to 1:00 PM

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SESSION

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

Wednesday March 2, 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 of 1x1 meetings with independent sponsors and capital providers

Wednesday March 2, 2022 | 2:00 PM to 4:30 PM

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RECEPTION

WELCOME RECEPTION

Wednesday March 2, 2022 | 4:30 PM to 5:30 PM

Links

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