MasterClassTM

Capital Roundtable

Law Firm Sponsor

 

Investment Bank Sponsor

 

Past Attendees:

Angelo Gordon & Co.

Bank of America NA

CIT Commercial Credit

D. E. Shaw & Co.

DLJ Merchant Banking

Duff & Phelps

Edwards Angell

Ernst & Young

Goldman Sachs

Greenhill Capital

Keefe Bruyette & Woods

Morgan Joseph & Co.

Olympus Partners

Silver Point Capital

Vestar Capital Partners

 

Media Partners

Buyouts

The Deal

VC Experts

Capital IQ Merger Market

 

MasterClass™ on

PE Investing in

Financial Services Companies --

Turning Hard Times Into Hard Profits...

While the Financial Cyclone Whips Through The PE World

Featuring 18 Expert Speakers!!

Attendance for This Program is Limited--
Register Now

CHAIRED BY

Robert E. Glanville, Managing Director, Pine Brook Road Partners LLC

 

FEATURING 20 EXPERT SPEAKERS INCLUDING

  • Clifford V. Brokaw, Managing Director, Corsair Capital LLC
  • John T. Colas, Partner, Oliver Wyman Group
  • Richard W. Decker, Chairman, Belvedere Capital Partners LLC
  • Thomas Devaney, Associate, Morrison & Foerster LLP
  • Bruce D. Fell, Principal, Towers Perrin
  • Mitchell L. Hollin, Partner, LLR Partners Inc.
  • Eric W. Leathers, Partner, Capital Z Partners
  • David Maughan, Managing Director, Sterne Agee & Leach Inc.
  • Timothy R. McTaggart, Partner, Pepper Hamilton LLP
  • Daniel R. Miller, Managing Director, Fox-Pitt Kelton Cochran Caronia Waller LLC
  • Bruce A. Morrison, Chairman, Morrison Public Affairs Group
  • Mani A. Sadeghi, Managing Partner, Equifin Capital Partners LLC
  • Bruce W. Schnitzer, Chairman, Wand Partners Inc.
  • Joshua S. Siegel, Managing Principal, StoneCastle Partners LLC
  • David Smilow, Chairman, Jefferson National Financial Corp.
  • William L. Spiegel, Member, Pine Brook Road Partners LLC
  • Troy W. Thacker, Partner, Paine & Partners LLC
  • Matthew Veneri, Senior Vice President, Fig Partners LLC
  • Jeffrey M. Wernick, Senior Vice President, Fig Partners LLC

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>


FULL-DAY MASTERCLASS
Thursday, October 16, 2008
8:00 am - 4:30 pm

New York City

SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOP (Optional)

Fundamentals of Doing Financial Services Deals --

Understanding the Unit Economics
Wednesday, October 15, 2008

2:00 pm - 5:00 pm


Designed to Meet the Needs of GPs & LPs of Buyout, Venture Capital, & Hedge Funds, CEOs, As Well As Executives of Their Portfolio Companies, & the Bankers, Lenders, Lawyers, & Other Advisors Who Support Them.

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

The headlines say that these are the worst of times for the financial services industry. Possibly the worst financial debacle in history in GDP terms, far outstripping the savings and loan crisis of the ‘80s and '90s.  

But simultaneously offering perhaps the best opportunities for private equity capital in decades — providing participants are astute and prepared.

That’s why we encourage you to bring your own great expectations to an incredibly timely Capital Roundtable MasterClass on Thursday, October 16, 2008.  Private Equity Investing in Financial Services Companies: Turning Hard Times into Hard Profits will give you an up-to-the-second perspective on pursuing today’s potential rewards while avoiding the pitfalls.

Insights & Connections You Simply Can’t Get Anywhere Else

We’re particularly excited about this MasterClass because the content is going to be absolutely fresh and unique. The Capital Roundtable is America’s leading conference organization for the private equity community, and we’re pulling out the stops to make this program a must-attend event – even if you’ve previously attended a Financial Services MasterClass.

The reason is now more than ever, financial services deals are dependent on partnering with the right players. You can’t depend on the old rules and reputations -- few people would have guessed in 2006 that Bear Stearns, Countrywide, and IndyMac would collapse. And the Fed isn’t telling anyone its next moves – such as the hoped-for easing of ownership regulations on private equity firms.

So you’re not simply going to hear what’s already in the trade press – that’s old news. Instead,  you’ll be privy to the strategies, methods, and approaches currently used by the people behind many of today’s most successful PE financial services deals.

Plus by signing up now, you can take advantage of $400 early bird savings! (More about that later.)

Meet – & Learn From – 18 Financial Services Experts

This full-day MasterClass is chaired by Rob Glanville, a founder and managing director of New York-based private equity firm Pine Brook Road Partners LLC. With over two decades of hands-on financial services experience as an investor and operator, his perspective on current matters should be illuminating.

Four panel presentations featuring a world-class slate of financial services professionals will inform, educate, and inspire. You’ll hear from private equity investors with experience in all shapes and sizes of financial services opportunities, from banking to insurance to lending to asset management and more. Plus you’ll gain useful tips from professional services providers and investment bankers.

By the end of the day, you’ll have informed perspectives on key questions like these, and more:

  • What private equity investment opportunities stand out in today’s precarious financial services industry?
  • What shoes are yet to drop that can affect private equity deals?
  • Which niche sectors are best positioned for future performance?
  • How are potential changes in financial services regulations going to affect private equity investment?
  • Which upcoming changes in regulations can best be used to your advantage?
  • What guidelines can help private equity firms analyze the potential of distressed banks and other lenders?
  • When -- and in what form -- will the capital markets return to lending?
  • Why is it more important than ever to partner with a domain expert?
  • Are community or regional banks facing the same challenges as money center banks?
  • What are the implications of congressional housing relief proposals for private equity investors?
  • What’s more attractive -- distressed situations or growth/greenfield opportunities?

 

Make Plans Now to Attend This Unique MasterClass

Like all programs from The Capital Roundtable, this well-paced MasterClass includes plenty of time for Q&A plus free time to network with panel members and fellow participants.  You’ll be in good company if you’re a --

  • GP or LP considering opportunities in the financial services industry.
  • Hedge fund manager or venture capitalist reviewing investments in financial services.
  • Corporate development professional within the financial services industry looking at non-organic growth opportunities.
  • Lender wishing to back financial services transactions.
  • Attorney who advices on M&A deals in financial services.
  • Investment banker who actively pursues deals in the financial services industry.
  • Executive search professional recruiting for the financial services industry.

We also encourage you to attend our afternoon pre-MasterClass Workshop the day before on Wednesday, October 15, “Fundamentals of Doing Financial Services Deals -- Winning the Economics.”   This optional panel presentation will feature two private equity investors, an investment banker, and a lawyer jointly analyzing the numbers and factors that spell success.

Remember, register by Friday, August 22, 2008 and you’ll save $400 off our regular fee! So make plans now to make lemonade from the bruised-but-juicy financial services opportunities within your reach. We’ll be looking forward to greeting you.

For more information, please feel free to contact Heather Sote at 212/832-7333 ext. 111 or hsote@capitalroundtable.com.

For more information about The Capital Roundtable’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • Robert E. Glanville, Founding Member, Pine Brook Road Partners LLC

Hosted By

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

Speakers

  • Clifford V. Brokaw, Managing Director, Corsair Capital LLC
  • John T. Colas, Partner, Oliver Wyman Group
  • Richard W. Decker, Chairman, Belvedere Capital Partners LLC
  • Thomas Devaney, Associate, Morrison & Foerster LLP
  • Bruce D. Fell, Principal, Towers Perrin
  • Mitchell L. Hollin, Partner, LLR Partners Inc.
  • Eric W. Leathers, Partner, Capital Z Partners
  • David Maughan, Managing Director, Sterne Agee & Leach Inc.
  • Timothy R. McTaggart, Partner, Pepper Hamilton LLP
  • Daniel R. Miller, Managing Director, Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC
  • Bruce A. Morrison, Chairman, Morrison Public Affairs Group
  • Mani A. Sadeghi, Managing Partner, Equifin Capital Partners LLC
  • Bruce W. Schnitzer, Chairman, Wand Partners Inc.
  • Joshua S. Siegel, Managing Partner, StoneCastle Partners LLC
  • David Smilow, Chairman, Jefferson National Financial Corp.
  • William L. Spiegel, Member, Pine Brook Road Partners LLC
  • Troy W. Thacker, Partner, Paine & Partners LLC
  • Matthew Veneri, Senior Vice President, Fig Partners LLC
  • Jeffrey M. Wernick, Senior Vice President, Fig Partners LLC
  • Additional Speakers to be announced...

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Schedule

MasterClass
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 10:30
10:30 - 11:00 11:00 - 12:15



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




02:15 - 03:15




03:15 - 03:30

03:30 - 04:30



04:30


Workshop

01:30 - 02:00
02:00 - 05:00

  

Thursday, October 16, 2008
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Introductory Keynote -- "Bird's Eye Overview"
Chairman's Keynote -- "In the Trenches Overview"
Coffee & Networking Break
First Panel -- "How We Do It, What We’ve Learned -- Winning Strategies for Financial Services Investing"

(This panel features five private equity investors who focus on different sizes and types of investments.)
Luncheon & Networking
Second Panel -- "Why We Sharpen Our Focus -- the Benefits of Zeroing in on Financial Industry Sectors"

(This panel features four private equity investors who specialize in insurance, mortgages & other asset classes.)
Third Panel -- "What We Tell Our PE Clients -- Recommendations from Four Professional Services Providers"
(This panel features a lawyer, a transactions services advisor, a regulatory compliance specialist, and an executive recruiter or valuations specialist.)
Coffee & Networking Break
Fourth Panel -- "How We Coach Our Sellers & PE Buyers -- Three Experienced Intermediaries & A Lender Share Their Insight"

(This panel features three investment bankers & a lender.)
Adjournment & Networking


Pre-MasterClass Workshop Wednesday, October 15, 2008

Registration & Networking
"
Fundamentals of Doing Financial Services Deals -- Understanding the Unit Economics" (This workshop features two private equity investors, an investment banker, and a lawyer.)

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Registration

  • Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, August 22, and the fee for the MasterClass is $1295 -- or $1595 for both the MasterClass and Workshop.
  • Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, September 19, and the fee for the MasterClass is $1495 -- or $1795 for both the MasterClass and Workshop.
  • After that, the regular registration fee is $1695 for the MasterClass -- or $1995 for both the MasterClass and Workshop.
  • At the door, if space is available, the fee is $1795 for the MasterClass -- or $2095 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 Samantha Feldman sfeldman@capitalroundtable.com or 212/832-7333 ext 112.

Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>


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, Oct. 9, at 5:00pm, and we will credit you for a future meeting.)


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 Heather Sote at 212/832-7333 ext. 111 or by email at hsote@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, please contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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