Control Investor Roundtable Dinner Series - Invitation Only 180315

The ACG New York Control Investor Roundtable is an intimate discussion-based group that is only open to Principals and Partners of Private Equity firms and Family Offices that make direct investments in middle-market companies and have at least $100 million of committed capital.  By design, this group only has 30 members at any time and once full, will be open on a wait-list basis only.  Each member can participate on a 1 year basis or on a meeting to meeting basis (depending on space).  

The cost to attend for NY ACG members/non-members is $400/$500 for the annual series of 4 dinners with guaranteed seating, or $125/$150 per dinner on a space available basis.  Each annual member may attend in person or substitute with another senior member of your firm. 

Modeled off of YPO, the Control Investor Roundtable discusses issues decided by the annual members that are relevant to PE investing to understand and develop best practices in our industry relating to deal sourcing, financing, LP development, due diligence, operational improvement, strategy development, portfolio company management, GP management and exit maximization, by inviting industry leading speakers to address the members in a an open discussion/roundtable forum.

We generally meet the 3rd Thursday in March, June, September, and November for cocktails and dinner, starting at 6pm and ending at 8:30pm. This allows us 45 minutes to network with our peers, 15 minutes for a sponsor presentation, an hour for dinner and a presentation, and thirty minutes to discuss topics of member interest.  Further, an added benefit of membership is that when any member has a question or issue, they can email other members with their questions and all members participate in an online discussion regarding their experiences as they relate to the question raised.  In this way, not only would we benefit from the quarterly meetings, but from a network of peers that allows you to identify and implement best practices.

If you are a private equity professional living outside of New York, the Control Investor Roundtable also provides an excellent reason to plan a quarterly visit and meeting with your key investment banking and limited partner prospects.

The Control Investor Roundtable enables senior level PE investor the opportunity to collaborate with your peers to gain valuable insights. This limited-membership group will help you and your firm navigate an increasingly competitive middle market M&A landscape. 

Current firms with members of this group are:

2018 SERIES DATES & LOCATIONS: 
Dates: March 15, June 14, September 13, November 15
Location: The Penn Club, 30 W 44th St, New York, NY 10036
Time: 6:00PM - 8:30PM

AGENDA:
6:00PM - Cocktails & Networking
6:45PM – Sponsor Presentation
7:00PM – 8:00PM  - Dinner and Presentation 
8:00PM - Executive Session - OPEN ONLY TO MEMBERS
8:30PM - Conclusion

PRICING: $125/$150 - Member/Non-Member per dinner OR $400/$500 - Member/Non-Member for all 4 dinners

For additional information or to request an invitation, please contact the Event Co-Chairs:
Robert Landis, Partner, The Riverside Company   rlandis@riversidecompany.com or 212.265.6408
Scott Budoff, Managing Partner, CommonView Capital (sbudoff@commonviewcapital.com) and Partner, Saw Mill Capital  (sbudoff@sawmillcapital.com) or 914.414-8899