8:45 am - Chairperson’s welcome and opening remarks
Transactional Advisory Services
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.
Rock Mountain Capital, Inc.
Founder & Chief Executive Officer
9:30 am - The state of the marketplace: a SWOT analysis
Principal - Transactional
Akoya Capital Partners
AGI Partners LLC
Greyrock Capital Group
Founder and Chief
10:15 am - Strategies for capital sourcing in a changing economy
11:00 am - Morning networking break
11:30 am - Crossing the finish line: winning strategies in closing the deal
SR Capital Advisors
12:15 pm - Looking ahead: what does the future hold for independent sponsors in 2020 and beyond?
Merit Capital Partners
SJ Partners, LLC
ORIX Private Equity Solutions
1:00 pm - Networking luncheon
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.
2:30 pm - Macro view of what larger investors are looking for with the independent sponsor model
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:
Things to consider when/if an independent sponsor should commit to a fund
Strategies For Selecting The Right Capital Provider
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
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