Independent Sponsors & Capital Providers Dealmakers Meeting

December 4th, 2019 | New York

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About The Conference

iGlobal Forum is pleased to host the next Independent Sponsors & Capital Providers Dealmakers Meeting on December 4th, 2019, in New York.

Building on iGlobal’s long-standing success of the Independent Sponsor Summit series and the industry’s largest gathering, this exclusive new format will consist of 4 hours of only high-level, sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives.

These meetings will be dedicated to developing partnerships unique to your business model and 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 prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time.

Limited to 50 participants only, join today and meet and network directly with leading industry professionals and decisionmakers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.


Why attend

  • Benefit from partnerships unique to your business model
  • Develop business connections through 4 hours of 1x1 networking meetings
  • Explore and discuss future business opportunities
  • Meet and network directly with leading industry professionals and decisionmakers

Network With Leading

  • Independent Sponsors
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • HNWIs (High Net Worth Individuals)
  • M&A Intermediaries/Advisors

Sponsored by:

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.


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AGENDA - DECEMBER 4, 2019

11:00 am - REGISTRATION & NETWORKING

11:45 am - ROUNDTABLE DISCUSSIONS

Join us for a series of roundtable sessions in a discussion-oriented setting and cover the most pertinent trends with your peers. The sessions are designed for all participants to share their expertise, and interact directly with experts leading the sector in an intimate environment.

ROUNDTABLE 1

State Taxes Impacting Independent Sponsor Deals and Operations

With the increasing complexity of state tax rules, it’s critical for independent sponsors to develop an understanding of how current rules impact their business.

roundtable-speaker2

Robert Richardt

CPA, Tax Partner
COHNREZNICK

Robert Richardt is a tax partner with CohnReznick and serves as a member of the Firm’s Financial Services Industry practice. He specializes in the investment management industry where he serves both offshore and domestic investment entities. These include hedge funds, private equity funds, venture capital entities, management entities, and high-net-worth individuals.

Prior to joining CohnReznick, Rob worked for a large investment bank and a regional accounting firm where he worked with middle market clients in a variety of industries.

ROUNDTABLE 2

Manufacturing & Distribution Sector Trends Impacting Independent Sponsor Deals and Operations

The manufacturing and distribution sector is an attractive industry for independent sponsors. Developing an understanding around the market conditions impacting manufacturing and distribution industry dealmaking and operating is important to manage risk and optimize performance.

roundatable-speaker-png1

Henrietta Fuchs

CPA, Co-Leader
Manufacturing & Distribution Industry Practice
COHNREZNICK

Henrietta Fuchs serves as the co-leader of CohnReznick’s Manufacturing and Distribution Industry practice. She is also a member of the Public Company Audit and Employee Benefit Plan Audit practices.

Henrietta provides reviews, audits, and financial statement preparation services in various industries. She also delivers a wide variety of accounting and audit advisory services to both publicly traded and privately-held companies including auditing employee benefit plans for the Firm’s clients.

Henrietta serves on various CohnReznick committees and instructs multiple courses throughout the year for CohnReznick. She also regularly assists with the Firm’s recruiting process.

Henrietta was named among the 2012 and 2016 Women of Note by the New Jersey Society of Certified Public Accountants. She was also named as one of NJBIZ's Best 50 Women in Business in 2017. In 2018, Henrietta received the NJCPA's Volunteer Award and Distinguished Service Medallion. She is fluent in Hungarian.

12:45 pm - NETWORKING LUNCHEON

1:30 pm - 1x1 NETWORKING MEETINGS BETWEEN INDEPENDENT SPONSORS & CAPITAL PROVIDERS

Sector-specific 1x1 networking meetings (10 meetings, 15 minutes each) between senior-level capital providers and independent sponsor executives. These meetings will be dedicated to developing partnerships unique to your business model and 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 prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time. Join today to meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.

4:45 pm - SUMMARY & END OF MEETINGS

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MAIN SPONSOR

cohn-reznick

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.

MEDIA PARTNERS

family-office

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Family Office Magazine is a widely distributed and visually stunning magazine that is a premier gateway to the Family Office and HNWI Community. The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World.

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Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families. For more information, please visit

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Financial Poise has one mission: to provide reliable and plain English business, financial, and legal intelligence and continuing education to investors, private business owners, executives, and their respective trusted advisors. All of our content is created by proven experts in their respective fields, who are invited to our Faculty only after we vet their credentials. Our editorial staff then works with them to make sure that what they produce is easily understandable and digestible. Go to www.financialpoise.com to learn more about Financial Poise.

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Savvy Investor is the world’s leading knowledge network for institutional investors and their service providers, curating the best investment research from around the web. Visit the site today to search the library of over 25,000 white papers, including sections on Real Estate and Private Equity. Upon registering, each member selects the topics they are most interested in. This enables us to give each of our 36,000 members a completely personalised experience. Join now for free at www.savvyinvestor.net

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Family Office Magazine is a widely distributed and visually stunning magazine that is a premier gateway to the Family Office and HNWI Community. The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World.

GLG is the publisher of the ICLG to: Real Estate and the GLI to: Commercial Real Estate To access the content for FREE, click https://iclg.com/practice-areas/real-estate-laws-and-regulations and https://www.globallegalinsights.com/practice-areas/real-estate-laws-and-regulations.

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Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at www.HFAlert.com, or call 201-659-1700.

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TalkMarkets is a smart site which covers the entire breadth of the diverse financial realm but is customized and tailored to each individual user. Your interests, preferences, and level of investment sophistication influence what content you see and in what medium. We also believe investing is both more informative and fun when done with friends, peers, and mentors.

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BarclayHedge, a division of Backstop Solutions, is a leading research based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.

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SmartMoneyMatch connects the global investment community. For alignment of interest in the investment field, SmartMoneyMatch.com offers two main functionalities:

1. Investments can be classified (as are products on eBay), and you can specify your supply or demand and give other users the opportunity to search for investments according to given relevant criteria for the investment process. Additionally, you can make a request for proposal (RFP) within the given criteria, and potential suppliers can state which kind of RFP they are willing to respond.

2. Users can mutually connect with one another on the platform. This functionality is similar to that of LinkedIn, focusing on criteria relevant to the investment industry. (At registration, you can choose who will be able to see your information.)

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TheGRCBlueBook is the largest online directory of risk technology dedicated to growing transparency into the marketplace for diverse solutions to manage risk. TheGRCBlueBook is focused on providing underserved global risk solutions providers with greater exposure without the marketing hype and high cost model that creates confusion and buyer’s remorse.

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PRICING

Register By

November 5, 2019

November 15, 2019

December 4, 2019

Full Networking Pass $500 $650 $750
Unlimited Pass* $1,999 $1,999 $1,999
Service Provider $2,499 $2,499 $2,499

*Unlimited Pass includes access to all 4 dealmaker meetings and Independent Sponsor Summit in 2020

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Terms and Conditions - Payment Policy

Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.

For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.

For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.

In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.

iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.

Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.

Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.

All discount offers cannot be combined with any other offer.

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LOCATION

OFFICES OF COHNREZNICK LLP
1301 Avenue of the Americas
New York, NY

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.