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

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Roundtable 2 Executing Post Transaction

Alain Van Loo

Founder, Assetive

 

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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

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

Adit Shukla

Managing Director, Amalgam Capital

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Roundtable 3 Balancing Economic and Governance Terms When Committing Capital

Michael Weiner

Partner, FisherBroyles

 

 

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3:00 pm - BUSINESS BUILDING 1X1 NETWORKING MEETINGS

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.

 

 

5:00 pm - COCKTAIL RECEPTION & ADDITIONAL NETWORKING

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