Agenda - Day 2 - Eastern Standard Time

March 3, 2022

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8:00 am - NETWORKING BREAKFAST

8:45 am - CHAIRPERSON’S WELCOME REMARKS

Claudine M. Cohen

Managing Principal and Leader of CohnReznick’s Transactions & Turnaround Advisory practice

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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John J. Koeppel

Partner, Team Leader - Private Equity

Lippes Mathias

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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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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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Bordon Lai

Principal

Beach Point Capital Management

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Vinay Bachireddy

Founding Partner

Weave Growth Partners

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11:00 am - NETWORKING BREAK

11:30 am - DEAL SOURCING IN 2022: HOW TO SOLVE THE CHALLENGE OF BEING A SPONSOR

  • Large PE shops have dedicated teams and big budgets to source deals.
  • How can sponsors compete, and find proprietary deals?
  • Streamlining the most complicated aspects of deal sourcing.
  • Join a discussion that will uncover strategies for buyers of all sizes to solve the challenges of budget, data, and scale in finding deals.

Alex Karlsen

VP of Business Development

CAPTARGET

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Chris Sarkesian

Founder and Managing Member

Rouge Lake Management

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Percy Nikora

Co-Founder/Managing Partner

Penn Capital

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Jonathan Schilowitz

Partner

MFG Partners LLC

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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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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

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INDEPENDENT SPONSORS

Roundtable 1 From Independent Sponsor to Committed Fund

Chase Stuart

Managing Partner Ice Miller

Roundtable 2 Executing Post Transaction

Alain Van Loo

Founder, Assetive

 

Roundtable 3 Long-term partnership solutions: Private Equity? Private Credit? Future fund Commitments? All of the above?

Kenneth G. Binick

Managing Director, Portfolio Advisors

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CAPITAL PROVIDERS

Roundtable1 How to maximise value of the partnership post-close

Matthew Kittay

Partner FOX ROTHSCHILD

Roundtable2 Pros and cons of early engagement – pre-LOI vs. post-LOI

Adit Shukla

Managing Director, Amalgam Capital

Roundtable 3 Balancing Economic and Governance Terms When Committing Capital

Michael Weiner

Partner, FisherBroyles

 

 

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1:00pm - 2:00pm 1:00-2:00 PM LUNCHEON WORKSHOP

SPONSOR’S FORUM: INSIGHTS FROM DEALMAKERS

Investors who are trying to figure out how to get a foot in the door with developers and operators can get some “inside baseball” tips from dealmakers. Some of the topics to be discussed include:

  • Overview on different ways that developers are managing their capital stack these days, and where equity partners fit into the equation.
  • Besides money, what are developers looking for in their JV partners?
  • How are developers managing JV expectations in a market where cap rates are compressing and interest rates and costs are rising?
  • Where are developers willing to negotiate on terms, and where are they holding firm?
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COCKTAIL RECEPTION & ADDITIONAL NETWORKING

5:00pm - 6:00pm