Agenda - Day 2

January 29, 2020

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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 - Independent sponsor keynote: identifying growth opportunities for success in the current deal environment

“The Good Leaver”

Senior partners from the world’s largest private equity firms are joining the ranks of independent sponsors, either as a stepping stone to raising a committed fund, or as a permanent alternative funding model.

David Stonehill, founded Rock Mountain after a successful career at Blackstone and Och Ziff and, most recently, Carlyle where he was deputy head of the Equity Opportunity Fund.

David will join Ahmed Fattouh, CEO of InterPrivate, for a keynote fireside chat to discuss the motivations, opportunities, and challenges of transitioning from the most institutional to the most entrepreneurial of PE business models.

David A. Stonehill

Managing Director

Rock Mountain Capital, Inc.

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Ahmed Fattouh

Founder & Chief Executive Officer

Interprivate

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9:30 am - The state of the marketplace: a SWOT analysis

  • What’s new in the world of independent sponsors?
  • A look at the independent sponsor model and why it is attractive to investors now
  • The pros and cons of setting up a deal-by-deal structure in today’s marketplace
  • Who are the leading and emerging players in the field?
  • How are valuations expected to move over the next year?
  • What factors are threatening the sustainability of the IS model?
  • Building and rolling out the infrastructure of the IS model

Moderator

Claudine M. Cohen

Principal - Transactional

Advisory Services

CohnReznick

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Carr Preston

Managing Director

Akoya Capital Partners

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Christian H. M. Albert

Managing Partner

Bowside Capital

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David Acharya

Partner

AGI Partners LLC

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Paul Shufro

Vice President

Greyrock Capital Group

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Ahmed Fattouh

Founder and Chief

Executive Officer

Interprivate LLC

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10:15 am - Strategies for capital sourcing in a changing economy

  • Proven techniques for successful fundraising
  • Strategies for finding bargains in today’s volatile market
  • Emerging “equity” or “debt” products/offerings targeting IS deals
  • Keys to building successful relationships with investors
  • Where capital sources are looking now
  • Keys to successfully closing your next deal

Moderator

Chase Stuart

Partner

Ice Miller

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Ryan Bell

Managing Director

Barings Alternative

Investments

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Mark Fornasiero

Co-Founder

Clarendon Group

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Joe Rodgers

Managing Director

Source Capital

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Nick Barker

Partner

Longhouse Partners

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Lenore Kopko

Managing Director

Artemis Capital

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11:00 am - Morning networking break

11:30 am - Crossing the finish line: winning strategies in closing the deal

  • 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

Steve Reinstadtler

Partner

SR Capital Advisors

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Michael Arguelles

Managing Director

Stonehenge Partners

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Neel Bhargava

Partner

NB Group

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Moderator

Nanette Heide

Partner

Duane Morris

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12:15 pm - Looking ahead: what does the future hold for independent sponsors in 2020 and beyond?

  • What are the unique challenges to a recessionary macro environment for IS?
  • How can you weather the storm when the next economic recession period inevitably arrives?
  • What lies ahead for the independent sponsor community in the next year?
  • How are valuations expected to move in the future?
  • How will independent sponsor model evolve in the next decade?
  • Can independent sponsors withstand the competitive pressures?

Daniel E. Pansing

Managing Director

Merit Capital Partners

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Nicholas S. Russell

Partner

Tuckerman Capital

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Scott S. Johnson

CEO

SJ Partners, LLC

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Moderator

Peter Shelton

Partner

Benesch

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Jeff Sangalis

Managing Director

ORIX Private Equity Solutions

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1:00 pm - Networking luncheon

Luncheo

Luncheon Workshop

1:15pm - 2:15pm Luncheon Workshop: How to Implement RPA at your portfolio companies

Are you looking to streamline repetitive and tedious processes at your portfolio companies? If so, you need to learn about RPA or Robotic Process Automation, which is the fastest growing segment in enterprise software, according to Gartner. The workshop will be moderated by our expert, Carlos Catalan, Director and RPA Practice Leader at Citrin Cooperman.

Carlos Catalan

Director

Citrin Cooperman

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2:30 pm - Macro view of what larger investors are looking for with the independent sponsor model

Thomas Jones

CEO

SmartChase

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2:45pm - Roundtable discussions

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the independent sponsor industry with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following sessions:

Round table 1

Things to consider when/if an independent sponsor should commit to a fund

  • Understanding obligations to past/current portfolio
  • How do you think about your returns in the current environment?

Thomas Kesoglou

Managing Partner

Ice Miller

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Round table 2

Strategies For Selecting The Right Capital Provider

  • Strategies for engaging and evaluating potential capital providers
  • What capital providers are looking for in their next deal
  • Keys to developing successful partnerships with family offices, fund of funds with co-invest/direct investment mandate targeting IS
  • Exploring the potential of hiring a placement agent for capital raising
  • How to gain the confidence of potential capital partners and company owners

Sylvie Gadant

Partner – Transaction

Advisory Services

Citrin Cooperman

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3:30 pm - Business building one-on-one networking meetings

Sector-specific meetings dedicated to developing partnerships unique to your business model. This highly lauded event provides 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 met.

5:00 pm - End of meetings & networking cocktail reception continues