Agenda

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Conference Committee Chairperson Welcome Remarks

Keynote Discussion
Operating Partners are playing an increasingly important role to the success of Private Equity investments.  However, when Operating Partners are not engaged in the entire cycle of the deal, their effectiveness can be limited post-close.  Learn what Cory believes to be the most important steps Operating Partners and Deal Partners can take together to help portfolio companies grow and prosper to provide best returns for investors.

Cory Eaves, Operating Partner, General Atlantic
Moderator: Amir Jairazbhoy, Vice President, TresVista

Panel | Where are the Best Deals Today? 

With high valuations and a shortage of deals, hear where the investment bankers think buyers can find the best value in today’s competitive market. In this session, participants will learn what deals are coming to market, how to get the best pricing and what to expect going forward.

Jim Lilly, Managing Director, England & Company
Blake Otte, Managing Director, Raymond James & Associates
Don Ritucci, Head of Healthcare M&A, Oppenheimer & Co.
Moderator: Ted Morgan, Partner, Plante Moran

Panel | Pre Close Due Diligence From The Operating Perspective

Operating Partners want to hit the ground running on day 1 of an acquisition. Join this panel to learn what Private Equity Operating Partner professionals are looking for in deals prior to close so they can maximize returns for investors.

Amber Shook, Director of Operational Excellence and Syngeries, SK Capital
Sonal Singla, Director, Hellman Friedman
Robert Wayson, Vice President, Consulting Services, LynnCo

Moderator: Jeremy Swan, Managing Principal, CohnReznick

Lunch 

Keynote Deal Origination Discussion

The Riverside Company is one of the most active buyers and sellers of companies in the lower middle market. Learn from their regional director of origination and their founding partner of origination how they find the best deals, nurture them and bring them to a successful exit in today’s competitive environment.

Will Davis, Regional Director of Origination, The Riverside Company
Robert Landis, Founding Partner, The Riverside Company
Moderator: Andrew Hulsh, Partner, Troutman Pepper

Panel | How Are You Finding The Best Deals Today?

As private equity firms continue to compete for dealflow, they are looking for deals in unique places. Learn where top private equity firms are looking for find deals that will generate outsized returns.

Tad Nedeau, Director, Lincolnshire Management
Michael Sala, Managing Director of Strategic Origination, LLR
Ahmad Sheikh, Partner, SFW Capital Partners
Moderator: Corey Massella, Partner, UHY LLP

Join our roundtable for a candid discussion with your colleagues around value creation in key areas of importance.

Topics to be covered include:

• Talent Assessment and Acquisition
• Portco Leadership Challenges
• Deal Team and Operating Partner Team Alignment
• 100 Day Plan - Best Practices 
• Data - Best Practices Around Identifying Rich Sources of Data for Operating Partner Effectiveness

Moderator: Robert Wayson, Vice President, Consulting Services, LynnCo