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Agenda - May 21, 2019

TimeFamily OfficesIndependent Sponsors
7:45 AMRegistration & Networking Breakfast
8:45 AMWelcoming Remarks

Speakers:
Vik Magdani, Director, Buyouts Insider
8:50 AMOpening Keynote: The Invasion of Private Equity: Examining the Changing Landscape of Private Capital, Funding and Deal-Making

Clifford H. Friedman, Managing Director, Raptor Group Holdings
Gilbert Klemann, Managing Partner, GHK Capital Partners
Nicholas S. Russell , Partner, Tuckerman Capital LP
David Teten, Venture Partner, HOF Capital

Moderator:John D’Agostino, Global Head of Investor Engagement, DMS Governance
9:30 AMFamily Office Panel 1

In Search of a Portfolio's Sweet Spot - Finding Investment Focus


Moderator:Brian Smiga, Co-Founding Partner, Alpha Venture Partners

Speakers:
Marc Abrams, Chief Executive Officer, Clearwater Ventures Inc.
Zaid Al-Qaimi, Chief Investment Officer, Kimera
Jack Bojman, CPA, Chief Investment Officer, Cammebys International
Adam Koopersmith, Partner, Pritzker Group
Independent Sponsor Panel 1

LP Perspective: The Growth of Independent Sponsors & How They Fit within Private Equity Allocations


Moderator:Scott Potter, Managing Partner, San Francisco Equity Partners

Speakers:
Todd Dauphinais, Managing Partner, Clavis Capital Partners
Rohit Seth, Founder and Managing Director, Outcomes Collective
Morgan Yaping Wang, Partner, BHR PE Fund ,TsimHua PE Alumni Fund
10:00 AMFamily Office Panel 2

Reading the Tea Leaves: Successful Strategies for Analyzing a Pitch


Moderator:Ian Fay, Founding Partner, 5P Investment Partners LLC

Speakers:
Fred Branovan, President and Chief Operating Officer, FFC Capital Corporation
Scott Earthy, Managing Partner, Fremont Group
Marceau Schlumberger, Co-founder & Managing Partner, Coral Reef Capital
Christine Wu, Managing Partner, Tendence Capital
Independent Sponsor Panel 2

Capital Raising: Top Strategies for Finding and Wooing Family Offices


Moderator:Bob Frisch, President, Frisch Capital Partners

Speakers:
Brad Batten, Partner, Zwick Partners
Bob Levine, Managing Partner, L2 Capital Partners
Doug Sutton, Partner, Huron Capital
10:30 AMFamily Office Panel 3

Weeding out Risk: Avoiding the Potholes of Deals Gone Bad


Moderator: Kjartan Rist, Founder, Concentric

Speakers:
Clay Gordon, Managing Partner, Stout Street Capital
Carlos Imery, Partner, I3G Real Estate
Kevin Schimelfenig, Founder & Managing Partner, McGeever Family Office
Neil Wolfson, President and Chief Investment Officer, SF Capital Group
Independent Sponsor Panel 3

New Ideas in Deal Financing


Moderator:Keith M. Rosenbloom, Managing Partner, Cruiser Capital Advisors

Speakers:
David Acharya, Partner, AGI Partners
Brian Bristol, Managing Director and Co-founder, New York Private Finance
Mark Hauser, Senior Managing Director, OFS Capital Management
William J. Kidd, Founding Partner, Kidd & Company
11:00 AMMorning Networking Break 
11:30 AMRoundtable Sessions

Roundtable Discussions Include:

Co-investment Opportunities
Host
Katherine Hill Ritchie, Director, Strategic Development, Nottingham Spirk Family Office

Transitioning to a Funded Sponsor
Host
Richard Baum, Managing Partner, Consumer Growth Partners

Advanced Capital Raising
Host

Scott Potter, Managing Partner, San Francisco Equity Partners

Proprietary Deal Flow
Host
Bob Frisch, President, Frisch Capital Partners

Special Purpose Vehicles (SPV's)
Host
Keith M. Rosenbloom, Managing Partner, Cruiser Capital Advisors

12:30 PMNetworking Lunch
1:30 PMAfternoon Keynote: Growing the Family Office into Blooming Success

Jim McCann, Founder, 1800Flowers, Clarim Family Office

Moderator:Alexandra Lebenthal, Senior Advisor, Empire Global Ventures
2:00 PMFamily Office & Independent Sponsor 4

How Family Offices and Independent Sponsors are Teaming Up on Deals


Moderator:Douglas Blagdon, Founder and Managing Partner, ShoreBridge Capital Partners

Speakers:
Noah Kroloff, Managing Director, Black Granite Capital
Dan Kryzanowski, Capital Partner, Pinnacle Storage Properties
Benjamin Marks, Chief Executive Officer, Leveraged Equity Holdings LLC
Scott Moonly, PhD, Partner, Alta Life Sciences Spain
2:30 PMFamily Office Panel 5

The Growing Appetite for Co-Investments


Moderator:David Denning, Managing Director, Denning & Company

Speakers:
Jeffrey E. Berman, Partner, Berman Enterprises LP
Katherine Hill Ritchie, Director, Strategic Development, Nottingham Spirk Family Office
John Wisniewski, Chief Investment Officer, RosePaul Investments
Independent Sponsor Panel 5

Masterclass: What to Do in the First 100 Days of Ownership


Moderator:Steven Cohen, Advisory and Management, Biltmoor Group

Speakers:
David Kleinhandler , Founder and Chief Executive Officer, Blackridge Capital Group
R. Adam Smith, CEO, Circle Peak Capital LLC
Saquib Toor, Managing Partner, BeaconHouse Capital Management
3:00 PMAfternoon Networking Break
3:30 PMFamily Office Panel 6

The Win-Win: How FO's are Moving Into Traditional PE


Moderator:Justin Mitchell, Reporter, Private Equity, Buyouts Insider

Speakers:
Ahmed Fattouh, Founder & CEO, InterPrivate LLC
Howard Gurvitch, Chief Investment Officer, Gurvitch Family Office
Abbas Hashmi, Head of Global Strategy, Hongkun Family Office
Jed Johnson, Senior Managing Director, Crow Holdings Capital Investment Partners
Independent Sponsor Panel 6

Deal Expenses: Negotiating Sponsor-Friendly Fees and Co-Investor Terms that Leave You in Control


Moderator:Sedic Ampanas, Managing Director, CohnReznick

Speakers:
Duran Curis, Partner, Ocean Avenue Capital
Marc J.M. der Kinderen, Co-founder & Partner, 747 Capital
Clifford Meijer, Managing Director, Headway Capital Partners
4:00 PMAfternoon Roundtables

Topics include

● Distressed Debt
Host

Marcia Nelson, Alberleen Family Office

● Energy Investing
Host

Pablo Navarro, Managing Director, Merrill Lynch, Pierce, Fenner & Smith

● Small Fish-Big Pond: FOs Thriving in the Funded World
Host

Zaid Al-Qaimi, Chief Investment Officer, Kimera

● Impact Investing/Opportunity Zones
Host

Josh Cohen, Managing Partner and Co-Founder, City Light Capital

● Relationship Building with Family Office Investors
Host

Brad Love, Managing Director, The Martin Group

4:45 PMClosing Keynote Interview

Necessity is the Mother of Invention - How Well-known Household Inventions Paved the Way for a Successful Family Office


John Nottingham, Co-Founder, Nottingham Spirk Family Office

Moderator:Chris Witkowsky, Private Equity Editor, Buyouts Insider
5:15 PMClosing Cocktail Reception
6:30 PMVIP Dinner

VIP Dinner: By Invitation Only

Agenda - May 22, 2019

TimeFamily OfficesIndependent Sponsors
7:30 AMNetworking Breakfast
8:50 AMWelcoming Remarks & What the Data Says About How Fundless Sponsors are Performing Relative to Other Strategies

Speakers:
Joseph Weitemeyer, Buyouts Research Editor, Buyouts Insider
9:00 AMMorning Keynote Private Equity in Public Places - Opportunity Zone Spotlight

Daniel Kowalski, Counselor to the Secretary, U.S. Department of the Treasury
9:30 AMFamily Office Panel 7

The Land of OZ: How Family Offices Can Work in Opportunity Zones


Moderator:Debbie A. Klis, Shareholder, Polsinelli LLP

Speakers:
Kamil Homsi, Founder, Global Realty Capital
Chris Milner, Head of RE Investment Management , Cantor Fitzgerald
Brian Phillips, Managing Partner , The Pearl Fund
Independent Sponsor Panel 7

Investor Relations: PE Appetite for Independent Sponsor Deals


Moderator:Dietrich Knauth, Reporter, Buyouts Insider

Speakers:
Mark Fornasiero, Managing Partner, Clarendon Group
Bruce Lipian, Managing Director, StoneCreek Capital
Rob Nagle, Senior Investment Director, Aberdeen Standard Investments
Tom Parro, Senior Managing Director, Merk Capital
10:00 AMFamily Office Panel 8

Purpose & Profits: Which OZ's Offer the Most Promise with Both


Moderator:Kunal Merchant, President and Co-Founder, CalOz

Speakers:
Thomas Haug, Chief Executive Officer, Aspen Tree
Brett M. Johnson, Partner, Fortuitous Partners
Vincent Pica, Managing Partner & President, Safanad Business Development
Independent Sponsor Panel 8

Timing is Everything: Deal Hits and Misses - Lessons Learned from Top Practitioners


Moderator:Michael P. Davis, Managing Partner, Ai8 Ventures

Speakers:
Steven Abernathy, Principal & Manager, The Abernathy Group II
Drew Brantley, Partner, Frisch Capital Partners
Ahmed Fattouh, Founder & CEO, InterPrivate LLC
Michael Felman, President & CEO, MSF Capital Advisors
10:30 AMFamily Office Panel 9

OZ 101: How You Can Get Started


Moderator:Daniel Topple, Banking Group Head / Senior Vice President CB Private & Commercial Banking, Customers Bank

Speakers:
Robbi Jones, President, Kipling Jones
Brett Messing, President, SkyBridge Capital
Stefan Schimenes, Chief Executive Officer, InvestReal
Independent Sponsor Panel 9

Going Solo: Best Practices for Setting Up Shop as an Independent Sponsor


Moderator:Noah Kroloff, Managing Director, Black Granite Capital

Speakers:
Richard Baum, Managing Partner, Consumer Growth Partners
Winston Chow, Principal, GCM Grosvenor
Benjamin Gordon, Managing Partner, Cambridge Capital LLC
Peter Kirsch, Managing Partner, Blue Marlin Partners
11:00 AM Morning Networking Break
11:30 AMClosing Keynote: Family Office Perspective from a Renowned Entrepreneur, Business Leader and Societal Innovator

James Sorenson ("Jim") , President and Founder, Sorenson Impact Foundation

Moderator:Vik Magdani, Director, Buyouts Insider
12:00 PMClosing Remarks

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