Agenda - Day 2

Eastern Daylight Time

September 22, 2022

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NETWORK

REGISTRATION & NETWORKING

Thursday September 22, 2022 | 8:00 AM to 9:00 AM

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WELCOME

CHAIRPERSON’S WELCOME AND OPENING REMARKS

Thursday September 22, 2022 | 9:00 AM to 9:15 AM

Claudine Cohen

Managing Principal, Value360

CohnReznick

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SESSION

CAPITAL RAISING FATIGUE – WHAT OPTIONS ARE AVAILABLE TO INDEPENDENT SPONSORS?

Thursday September 22, 2022 | 9:15 AM to 10:00 AM

  • Secondary market options and strategies
  • Raising a fund  - how do you reconcile this with the value proposition around being an Independent Sponsor
  • Know the differentiating factors that make an IS attractive to capital providers
  • The availability of capital from non-traditional sources – family offices, fund of funds with co-invest/direct investment mandate targeting IS
  • New approaches to various financing solutions for independent sponsors and finding and selecting the right capital provider for each deal structure

Claudine Cohen

Moderator

Managing Principal, Value360

CohnReznick

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Paul Cohn

Managing Partner

Tail End Capital Partners

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Chris Keller, CFA

Managing Director

Moelis Asset Management.

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Patrick Machir

Partner

Atlantic-Pacific Capital, Inc.

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SESSION

EMERGING MODELS FOR THE INDEPENDENT SPONSOR MARKET

Thursday September 22, 2022 | 10:00 AM to 10:45 AM

  • How has the independent sponsor model evolved? 
  • IS partnering with other IS to do deals and add value to portfolios (leverage of resources, deal sourcing, capital, network, etc).  
  • Future of the independent sponsor model: how will the model evolve over the next 5 years? 

 

 

Moderator: Douglas Song

Managing Partner

Prodos Capital LLC

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Matthew L.T. Harnett

Partner & Co-Founder

Tecum Capital Partners

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Ana Winters

Managing Director

Midwest Mezzanine Funds

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Dave Hiemstra

Founder & Principal

Quadec Private Capital LLC

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Bob Shettle

Managing Director

Star Mountain Capital

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Gopal Tampi

DealMTRX

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TRACK 1

TRACK 1: CROSSING THE FINISH LINE: WINNING STRATEGIES IN CLOSING THE DEAL

Thursday September 22, 2022 | 11:00 AM to 11:30 AM

  • Identifying the dealmakers and the deal-breakers
  • Strategies for a quick turnaround
  • Overcoming last minute hurdles that can derail your deal
  • Next steps to take after the deal is closed

Bryan C. Natale

Moderator

Partner

Burns Levinson

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Robby K. Markose

Founder & Managing Partner

Samson Capital Group

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Christopher Sheeren

Partner

Longhouse Partners, LLC

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Rob Bauer

Managing Member

Bassett Creek Capital

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Evan Gallinson

Managing Director

Merit Capital Partners

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TRACK 2

TRACK 2: HOW TO ATTRACT FAMILY OFFICE CAPITAL

Thursday September 22, 2022 | 11:00 AM to 11:30 AM

  • Each family office is unique and you can get better economics from a Family office compared to PE.  Hear from both Family Offices and Independent Sponsors discuss on how to successfully create a long-term partnership. 

Azhar Quader

Investor

Queens Court Capital Management

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Kevin M. Meyers

Managing Partner

First Haven Capital

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TRACK 1

TRACK 1: HOW CAN INDEPENDENT SPONSORS PUT THEIR BEST FOOT FORWARD IN FRONT OF CAPITAL PROVIDERS

Thursday September 22, 2022 | 11:30 AM to 12:00 PM

  • How do you find LPs?
  • How should LPs evaluate GPs?
  • What can you do to differentiate your firm / offerings?
  • How have your reporting styles to LPs evolved over that last few years?
  • Where has your business become more efficient in recent years?
  • What advice do you have for GPs to spend less time on low value activities?



 

Danny Bloomstine

Juniper Square

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Judith Ottensoser

Rock Mountain Capital

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Nick Russell

Managing Partner

Tuckerman Capital

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Brad Batten

Managing Partner

Broadtree Partners

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TRACK 2

TRACK 2: HOW CAN CAPITAL PROVIDERS PUT THEIR BEST FOOT FORWARD IN FRONT OF AN INDEPENDENT SPONSOR

Thursday September 22, 2022 | 11:30 AM to 12:00 PM

Tom Kesoglou

Moderator

Chair of Private Equity Group

IceMiller

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Bruce Lipian

Managing Director & Co-Founder

StoneCreek Capital

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Mark Hauser

Founding Partner

Tamarix Capital

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Samantha L. Ory

General Partner

Ouroboros Group LLC

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ROUNDTABLES: Join us for interactive smaller targeted discussions and be part of the conversation

Thursday September 22, 2022 | 12:00 PM to 12:45 PM

  • Roundtable 1: Best Practice for Tax Implications during an Inflationary Environment
  • Roundtable 2: Balancing Economic and Governance Terms When Committing Capital

Roundtable 1 Speaker: Chris Streit

Chief Commercial Officer

Tax Advisors Group

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Roundtable 2 Speaker: Chase Stuart

Managing Partner

Ice Miller

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LUNCH

NETWORKING LUNCH

Thursday September 22, 2022 | 12:45 PM to 2:00 PM

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ONE-ON-ONE MEETINGS

BUSINESS BUILDING 1X1 NETWORKING MEETINGS

Thursday September 22, 2022 | 2:00 PM to 5:30 PM

1x1 meetings dedicated to developing partnerships unique to your business model. This unique addition to the program will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors, and offer an hour of free-flowing networking to meet with the most relevant contacts. You will have the chance then to evaluate the potential for future business opportunities and make the most of your time. These meetings will conclude with our cocktail hour to offer additional unstructured networking time with any independent sponsors or capital providers you may not yet have met.

 

 

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RECEPTION

COCKTAIL RECEPTION & ADDITIONAL NETWORKING

Thursday September 22, 2022 | 5:30 PM to 6:30 PM