Agenda - Day 2 - Eastern Standard Time

January 26, 2022

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8:00 am - NETWORKING BREAKFAST

8:45 am - CHAIRPERSON’S WELCOME REMARKS

Claudine Cohen

Managing Principal, Transactions & Turnaround Advisory

CohnReznick

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9:00 am - FORECAST 2022: WHERE IS THE ECONOMY HEADED?

Hear from a renowned Keynote economist on where the economy is headed and projections for 2022.

Carl Riccadonna

Chief US Economist & Head of Economics Research

Bloomberg

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9:30 am - THE NEW NORMAL POST PANDEMIC: OVERCOMING PRESSURE ON DEAL ECONOMICS AND FINDING ATTRACTIVE INVESTMENT OPPORTUNITIES IN A HIGH VALUATION & ULTRACOMPETITIVE MARKET

  • Discuss the impact of the pandemic on the independent sponsor transactions
  • Sourcing affordable deals in an overcrowded marketplace
  • How to effectively negotiate and gain leverage on investment terms
  • Avoiding overpriced deals and targeting peripheral opportunities
  • Identifying which sectors make sense to hunt for deals in right now
  • Mastering the process of a quick turnaround

Moderator

Sylvie Gadant

Partner and Practice Leader - Transaction Advisory Services

Citrin Cooperman

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Douglas Song

Managing Partner

Prodos Capital LLC

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Evan Gallinson

Managing Director

Merit Capital Partners

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Ben Rudman

Partner

Charis Consumer Partners

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Joe Licata

Managing Partner - Private Equity

BlueArc Capital

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Paul Marino

Partner in the Financial Services and Corporate Groups

Sadis & Goldberg

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10:15 am - ESG & HOW TO BUILD DIVERSITY AND INCLUSIONARY PRACTICES INTO THE INDEPENDENT SPONSOR MARKETS

  • Why is ESG is a strategic imperative for investors?
  • What are the key areas to focus on – quantitative and qualitative factors?
  • How can PE firms establish a system to measure progress and reporting?
  • Discussions around diversity and inclusionary practices and highlighting new potential targets.
  • Understanding how to be more inclusive in mergers and acquisitions, as well as supporting equality when supporting the operation of firms

Moderator

Claudine Cohen

Managing Principal, Transactions & Turnaround Advisory

CohnReznick

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Melanie Santos Grant

Founder & Managing Partner

2ndGenPartners

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Colleen Gurda

Partner

Riveter Capital

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Bordon Lai

Principal

Beach Point Capital Management

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11:00 am - NETWORKING BREAK

11:30 am - POST-COVID HOT INDUSTRIES: WHAT’S NEXT?

  • Many industries benefited from a Covid “bump” – will it last post-pandemic?
  • Industries with high growth potential in 2022
  • Distressed investments with high upside – where are those opportunities?

12:15 pm - WAR STORIES – CASE STUDIES FROM THE FRONT LINES

Hear from independent sponsors and capital providers who have closed deals and exited successfully during the COVID-19 pandemic.

Moderator

Michael J. Cochran

Partner

Kilpatrick Townsend

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Michael Shein

Managing Partner

Chartwell Investments

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Jonathan Saltzman

Managing Partner

Torque Capital Group

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Patrick Dussault

Co-Chairman & CEO

Namakor Holdings

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Ernest Lyles

Founder and Chief Executive Officer

The HiGro Group LLC

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Richard Petrocelli

Senior Advisor

Saratoga Investment Corp.

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12:45 pm - NETWORKING LUNCHEON - Live survey of IS & CP

2:00pm - Roundtable discussions

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

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INDEPENDENT SPONSORS

  • RT 1: From Independent Sponsor to Committed Fund
  • RT 2: Partnering with a Family Office
  • RT 3: Secondary Market for Independent Sponsors
  • RT 4: Cushioning the Financial Blow from Broken Deals

Chase Stuart

Managing Partner Ice Miller

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CAPITAL PROVIDERS

  • RT 1: How to maximize value of the partnership post-close
  • RT 2: How to Effectively Partner with an Independent Sponsor
  • RT 3: Managing Governance
  • RT 4: Pros and cons of early engagement – pre-LOI vs. post-LOI

Matthew Kittay

Partner FOX ROTHSCHILD

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BUSINESS BUILDING 1X1 NETWORKING MEETINGS

3:00pm - 5:00pm

  • 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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COCKTAIL RECEPTION & ADDITIONAL NETWORKING

5:00pm - 6:00pm