Buyouts Texas, hosted by Buyouts Magazine
December 11, 2008 at the Rosewood Crescent Hotel
Conference Rate, ONLY $695!
AGENDA*
9:00 Texas Mid-Year Market Outlook (***JUST ADDED!***)
Buyouts, with the help of two senior members of the Dallas chapter of the Association For Corporate Growth, here reveals the year-end results of the renowned, twice-annual Thomson Reuters/ACG DealMakers survey, which takes the pulse of dealmakers world wide. Presentation will include a special look at Texas results
- John Romney, Director, Levine Leichtman Capital Parnters
- Terry Fick, Senior Managing Director, Allegiance Capita
Interviewed by Mark Cecil, Contributing Editor, Buyouts
9:15 LP Keynote Interview
A conversation between Aldus founder Saul Meyer and Buyouts. Aldus, which manages or advises on more than $6 billion from institutional clients, has made commitments to more than 200 buyout, venture, mezzanine, distressed, and special situation funds, since inception in 2003. Clients in the Southwest include Los Angeles Fire & Police Pension System, Louisiana State Employees, New Mexico State Investment Council, New Mexico Educational Retirement Board and Oklahoma Teachers.
Interviewed by: David Toll, Editor, Buyouts
9:45 Panel 1: LPs Adapt To Our New Market
This panel will concentrate on how LPs are adapting to the new market where deal making is down but LBO firms continue to shop for equity. Topics covered will include: Where are LPs allocating their alternative investments? What kinds of funds are thriving? How can firms raise money from LPs in today’s environment? Use info from this panel to get inside the minds of LPs and improve your road show.
Moderator:
Panelists:
- Tripp Brower, Founder and Managing Partner, Capstone Partners
- Tom Danis, Managing Principal, RCP Advisors
- John Morris, Managing Director, Harbourvest
- Bill Quinn, Chairman, American Beacon Advisors
- Lorraine Hliboki, Partner, Pomona Capital
10:30 Coffee Break
10:50 Panel 2: Deal Financing Today
Cheap, covenant-free debt has gone missing over the past year, as big banks pulled back on generous loans. This means new players have entered the market and prospects have risen for mezzanine funds. As equity components of deals climb and existing portfolio companies struggle under debt loads, this panel seeks to paint a picture of what deal financing is like today, where to find debt and on what terms, and what options LBO firms have now when a levered up company starts to stumble.
Moderator:
Panelists:
- Brandon Bethea, Principal, Insight Equity
- John Brignola, Partner, LBC Credit Partners
- Grant Johnson, Vice President, Newstone Capital Partners
- Gene Miao, Managing Director, Highland Capital Management
- Kevin O'Brien, Managing Director, CCMP Capital Advisors
11:30 Panel 3: Energy Deal Making
This panel will tackle energy prices, fuel shortages and global warming—always pertinent topics in Texas and never more so than today. As this panel meets in early December, talk will focus around the energy policy for the then-newly elected president and how it will impact deal making over the next year. Panelists will also tackle a number of other issues, including sustainable energy investing and energy services deals.
Moderator:
Panelists:
12:15pm Networking Lunch
1:20pm Keynote Address
Peter Brodsky, a Partner with Dallas-based HM Capital Partners, sits down for an interview with Buyouts for our second keynote. HM Capital, one of the leading LBO shops in Texas, is focused on middle-market investments in media, food and energy in the United States and Canada, among other sectors. Brodsky, who has been with the firm since 1995, is responsible for the firm’s media investments, including its activities in telephone directories, broadcasting, cable television and media services.
Interviewed by: Mark Cecil, Contributing Editor, Buyouts
1:50pm Coffee Break
2:10pm Panel 4: The State Of Texas Deal Flow
Our closing panel launches us in appropriate fashion into our Deal Flow Circuit networking session. Here, we gather GPs and bankers to talk about deal flow trends in the Texas region for middle market firms. Where are deals coming from now? Are LBO shops bridging the gap with sellers? How much equity are firms putting into their transactions, how are they putting funds to work in slower times?
Moderator:
- Shaun Buckley, Director, Transactions Support Services Group, RSM McGladrey
Panelists:
- Jeff Fronterhouse, Co-Founder, Brazos Private Equity Partners
- Howard Lipshutz, Director, KRG Capital
- Rick Lacher, Managing Director, Houlihan Lokey
- Brent Williams, Managing Director, Halifax Group
- Kneeland Youngblood, Co-Founder and Managing Partner, Pharos Capital Group
3:00pm Deal Flow Circuit: Meet The Region’s Top GPs
In this structured networking event, meet the best and the brightest from the region. Hop from table to table. Collect business cards. Do a deal. Food and refreshments served throughout.
Participating Firms:
- American Capital Strategies
- Brazos Private Equity Partners
- CCMP Capital Advisors
- Gladstone Companies
- Halifax Group
- HM Capital Partners
- Hunt Growth Capital
- Insight Equity
- KRG Capital
- Levine Leichtman Capital Partners
- Lone Star CRA
- Momentum Capital Partners
- Natural Gas Partners
- Pharos Capital Group
- The Riverside Company
- Rock Hill Capital Group
- TGF Management Corp.
- And many more...
If you’d like to participate, contact Mark Cecil, Conference Manager, at 415.344.5069 or mark.cecil@thomsonreuters.com.
4:30 pm Conference Ends
*Agenda is subject to change without notice.
