Agenda - May 21, 2019

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



Vik Magdani, PartnerConnect Director, Buyouts Insider
9:00 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, Managing Director, 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

Marc Abrams, Chief Executive Officer, Clearwater Ventures Inc.
Zaid Al-Qaimi, Chief Investment Officer, Kimera Corporation
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

Todd Dauphinais, Managing Partner, Clavis Capital Partners
Marc J.M. der Kinderen, Co-founder & Partner, 747 Capital
Rob Nagle, Senior Investment Director, Aberdeen Standard Investments
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

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
Independent Sponsor Panel 2

Capital Raising: Top Strategies for Finding and Wooing Family Offices

Brad Batten, Partner, Zwick Partners
Bob Levine, Managing Partner, L2 Capital
Gretchen Perkins, Partner, Huron Capital Partners
10:30 AMFamily Office Panel 3

Weeding out Risk: Avoiding the Potholes of Deals Gone Bad

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:Dan Kryzanowski, Capital Partner, Pinnacle Storage Properties

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
Katherine Hill Ritchie, Director, Strategic Development, Nottingham Spirk Family Office

Advanced Direct Deal Sourcing

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

Advanced Capital Raising

Scott Potter, Managing Partner, San Francisco Equity Partners

Proprietary Deal Flow

Special Purpose Vehicles (SPV's)
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 and Competing Against PE

Benjamin Marks, Chief Executive Officer, Leveraged Equity Holdings LLC
2:30 PMFamily Office Panel 5

The Growing Appetite for Co-Investments

Jeffrey E. Berman, Partner, Berman Enterprises LP
Irwin Boris, CIO/COO , Heritage Capital Group
John Wisniewski, Chief Investment Officer, RosePaul Investments
Independent Sponsor Panel 5

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

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

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

Howard Gurvitch, Chief Investment Officer, Gurvitch Family Office
Abbas Hashmi, Head of Global Strategy, Hongkun Family Office
Independent Sponsor Panel 6

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

Moderator:Sedic Ampanas, Managing Director, CohnReznic

Duran Curis, Partner, Ocean Avenue Capital
Clifford Meijer, Managing Director, Headway Capital Partners
4:00 PMChampagne Roundtables:

Distressed Debt

Marcia Nelson
, Managing Director, The Alberleen Group

● Foreign Deals
Miriam Gonzalez-Lujan, President, Vinart Corp Capital Management

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

● Impact Investing/Opportunity Zones
Josh Cohen, Managing Partner and Co-Founder, City Light Capital

● Relationship Building with Family Office Investor
Brad Love, Investment Analyst, IDPE, A Martin Family Enterprise

4:45 PMClosing Keynote Fireside Chat Followed by Networking Reception

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
John Spirk, Co-Founder, Nottingham Spirk Family Office
5:15 PMClosing Cocktail Reception

Agenda - May 22, 2019

TimeFamily OfficesIndependent Sponsors
8:30 AMWelcoming Remarks

Vik Magdani, PartnerConnect Director, Buyouts Insider
8:50 AMWhat the Data Says About How Fundless Sponsors are Performing Relative to Other Strategies

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 Deals Panel 1

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

Kamil Homsi, Founder, Global Realty Capital
Independent Sponsor Panel 7

Investor Relations: PE Appetite for Independent Sponsor Deals.

Bruce Lipian, Managing Director, StoneCreek Capital
Tom Parro, Senior Managing Director, Merk Capital
10:00 AMFamily Office Deals Panel 2

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

Vincent Pica, Managing Partner & President, Safanad Business Development
Independent Sponsor Panel 8

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

Michael Felman, President & CEO, MSF Capital
10:30 AMFamily Office Deals Panel 3

OZ 101: How You Can Get Started

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

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

Richard Baum, Managing Partner, Consumer Growth Partners
11:00 AM Morning Networking Break
11:30 AMClosing Keynote: FO Perspective - Deal Success Over the Years
12:00 PMClosing Remarks

Vik Magdani, PartnerConnect Director, Buyouts Insider

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