MasterClassTM

Capital Roundtable

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                  MasterClass™ on 

              P.E. Investing in

            Retail & Consumer Deals

                  How The Downturn May Create

                 Exciting New Opportunities

Featuring 20 Expert Speakers

Attendance Is Limited --
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FULL-DAY MASTERCLASS
Thursday, July 10, 2008
8:00 am - 4:30 pm
New York City

Designed to Meet the Needs of GPs & LPs of Middle-Market Buyout, Venture Capital, & Hedge Funds, Portfolio Company Executives, and the Lenders, Lawyers, & Advisors Who Support Them

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package

In today’s environment, private equity investors who own, or are acquiring, retail and consumer companies are wrestling with tough questions like:

  • Have we reached the bottom of the economic downturn?  Or are we, in fact, in the early innings of a consumer comeback?
  • Which consumer wants and needs transcend a downturn? 
  • Do macro trends like the weakening dollar, rising gas prices, and their day-to-day effects on consumers favor certain retail and consumer businesses? 
  • Where can you find superior value propositions that will “weather the storm” and still provide compelling opportunities for investors?

To get insights and answers to these and other questions, please join us at The Capital Roundtable’s MasterClass on P.E. Investing in Retail & Consumer Deals on Thursday, July 10.  

 

Leading this informative day-long MasterClass is LNK Partners’ Henry Nasella, former president & COO of Staples, former CEO of Star Markets, and current director of Ariat, Au Bon Pain, Phillips-Van Heusen, and Denny’s.  Among his many accomplishments, Henry brings unique skills to the private equity world having successfully grown and run an early-stage retailer (Staples), sourced and executed a highly successful MBO (Star Markets), and spent the last seven years as a P.E. investor with Apax Partners and as co-founder of LNK Partners.

 

Henry has invited 20 leading experts in consumer products and retail business investing, drawn from his extensive network of business contacts.

 

These private equity investors and investment bankers are deeply immersed in tracking how market conditions are evolving.  They are seeing first-hand how some segments are choking on recent success, while others are taking off as their embedded value is reinforced.

 

Investors should pay heed and join us to find out where consumers are still swiping their credit cards!   Some of the fascinating topics to be discussed in this MasterClass include:

  • What kinds of spending people trade off first in the face of price hikes
  • Which spending patterns are temporary and which will shape the markets to come
  • Which segments face less competition and which are poised for strategic growth
  • Why apparel is often one of the first to enter and last to emerge from recessions
  • Why value plays like dollar stores and Sam’s Club are going to comfortably ride through the storm
  • Why certain sectors seem to be more resilient
  • Current U.S. vs. global trends in consumer and retail sectors
  • What sectors you should steer clear of, no matter how good the numbers look
  • Why certain higher quality luxury brands outperform
  • What retail formats are recession-friendly and which are most vulnerable
  • How online retailers impact bricks-and-mortar traffic
  • How the real estate development cycle for malls, lifestyle centers, and mainstreet has impacted retailers’ ability to sustain real growth
  • How you can add depth to standard market research by leveraging your network of LPs, executives, and supply chain contacts
  • How you can hedge against gas and food price increases, and intelligently diversify with international brands
  • How you can find cost savings where no one else is looking
  • How PIPEs and minority investments can be a win-win for P.E. investors
  • What additional value portfolio companies want from their financial partners
  • Why historical trends don’t always apply, given the current macro conditions and financial restraints

Those who should attend this MasterClass include:

  • Private equity investors and fund managers active in the consumer and retail space
  • Lenders and sponsors looking to back deals in this enormous sector
  • Restructuring and operations specialists who want to learn the needs of GPs
  • Portfolio managers looking to diversify or hedge their consumer and retail holdings with long-term growth plays
  • Deal sourcing experts, investment bankers, and M&A lawyers who want to find ways to minimize risks and maximize long-term growth potential for clients
  • Anyone seeking new strategies to sidestep the worst effects of commodity price pressures 

For more information, please feel free to contact Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@capitalroundtable.com.

This program is being produced by The Capital Roundtable, America’s leading conference organization focusing on  “need-to-know” information for professionals in the middle-market private equity community.  For more information about CR’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

 Chaired By

  • Henry J. Nasella , Partner, LNK Partners

 Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

 Speakers

  • Gary Balter, Managing Director, Credit Suisse (keynote)
  • William M. Barnum, Partner, Brentwood Associates
  • John J. Bello, Operating Partner, Sherbrooke Capital LLC
  • Steven T. Berg, Partner, Castanea Partners Inc.
  • Jason M. Block, Head--U. S. Office, ICG America Inc.
  • Adam Burgoon, Partner, KarpReilly LLC
  • Timothy R. Burke, Managing Director, Rosewood Capital LP
  • Cheryl H. Carner, Managing Director, CapitalSource Inc.
  • Damon Chandik, Managing Director, Piper Jaffray & Co.
  • Patrick Conroy, Vice Chairman, Deloitte & Touche USA LLP (keynote)
  • Mark J. Doran, General Partner, Freeman Spogli & Co. Inc.
  • Michael Finkelman, Head--Leverage & Acquisition, Societe Generale
  • Spencer Hart, Managing Director, Lehman Brothers Inc.
  • Sandra J. Horbach, Managing Director, Carlyle Group LLC
  • Jeffrey A. Hornstein, Managing Director, Peter J. Solomon Co. LP
  • Todd S. Jones, Managing Director, GE Capital Solutions Franchise Finance
  • Joseph B. Kennedy, Managing Director, Wachovia Securities LLC
  • David A. Landau, Partner, LNK Partners
  • Robert G. Scelza, Managing Director, KeyBanc Capital Markets Inc.
  • Mark J. Schwartz, President & CEO, Gordon Brothers Group LLC
  • William S. Susman, President & Chief Operating Officer, Financo Inc.

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Schedule

MasterClass
07:30 - 08:30
08:30 - 09:00
09:00 - 09:30
09:30 - 10:00
10:00 - 10:45

10:45 - 11:15
11:15 - 12:15



12:15 - 01:15
01:15 - 02:15


02:15 - 03:15


03:15 - 03:30
03:30 - 04:30




04:30

  

Thursday, July 10, 2008

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions
Keynote #1 -- “Retail Opportunities After the Downturn”

Keynote # 2 -- “Retail & Consumer Products -- What’s in Store?” Chairman’s Keynote
Coffee & Networking Break
First Panel -- “How We Do It, What We’ve Learned-- Five Prominent P.E. Investors Report Why They Find Retailing & Consumer Products/Services Deals Attractive, & How They’ve Evolved Their Investing Styles & Norms” (This panel features investors who operate funds of different sizes & strategies.)
Luncheon & Networking
Second Panel -- “Sourcing Deals & Financing -- What Four Investment Bankers Are Telling Their P.E. Clients” (This panel features bankers who represent sellers of companies of different sizes.)
Third Panel -- “Dealing With the Credit Crunch -- Four Experienced Senior & Junior Lenders Discuss the Light at the End of the Tunnel” (This panel features lenders who finance different sizes & types of deals.)
Coffee & Networking Break
Fourth Panel -- “Acquisition, Value Creation, & Exit Strategies -- Perspectives from Four More Prominent Middle-Market P.E. Investors” (This panel features P.E. investors, this time emphasizing strategies for acquisition and exit, as well as for enhancing the value of their portfolio companies.)

Adjournment

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Registration

  • Premiere Registration Fee -- and save $400 off the regular fee! Register by Friday, June 6, and the fee for the MasterClass is $1495 -- or $1895 for both the MasterClass and Workshop.
  • Early Bird Registration Fee -- and save $200 off the regular fee! Register by Friday, June 27, and the fee for the MasterClass is $1695 -- or $2095 for both the MasterClass and Workshop.
  • After that, the regular registration fee is $1895 for the MasterClass --or $2295 for both the MasterClass and Workshop.
  • At the door, if space is available, the fee is $1995 for the MasterClass -- or $2395 for both the MasterClass and Workshop.
  • Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Amy Geiger ag@capitalroundtable.com or 212/832-7333 ext 103.

Click Here to Register >>     Purchase Audio Package >>


You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card. (If you need to cancel, please do so by Thursday, July 3, at 5:00pm, and we will credit you for a future meeting.) In the rare instance in which a program is cancelled, we will refund your payment in full immediately – using the same method you used to pay.


From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change. We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question? Please contact Amy Geiger at 212/832-7333 ext. 103 or ag@capitalroundtable.com.

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Location

University Club

1 W 54th St

New York, NY 10019

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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