FEATURED SPEAKER:
Donald F. McLellan, Senior Vice President, Mergers and Acquisitions, Motorola Inc. and, Acting Chairman,
Motorola Equity Investment Board

"Perspectives from a Corporate Dealmaker-M&A 2007"

EQUITY CAPITAL MARKETS:
Riding the Wave of Mergers and Acquisitions Financing Boom
· What factors are driving world-wide boom in M&A and for how long
· Are financial markets exuberant or irrational and role of private equity drivers
· How to seize financing opportunities and what to leave out

Panel Chair-Person:
David Garfield, Managing Director, AlixPartners

Presenters:
Bruce V. Rauner, Principal and Chairman, GTCR Golder Rauner, LLC
Jeff Rosenkranz, Managing Director and Head of Business Services & Industrial Growth, Piper Jaffray, Co.
Noel Ryan, Managing Director, Private Finance Group, Houlihan Lokey Howard & Zukin, Inc.

GROWTH: Matching Financing Solutions to Corporate Growth
· What breed of financing options leads to success in growth
· How relevant are cost considerations and lender relationships
· Grow and finance through strategic acquisition

Panel Chair-Person:
David Evans, Chairman, Leoville Holdings, LLC

Presenters:
James Dugan, Chief Executive Officer and Managing Partner, OCA Ventures / O’Connor Partners
Karen Gottwald, Senior Vice President, Hilco Financial
Michael Ferrara, Former President and CEO, X-rite
Christopher Wilson, Managing Director, Headwaters, Inc.

FACING THE MARKET: Strategic Acquirers versus the Financial Buyers
· What is the best fit for corporate performance and investor returns
· Potential challenges facing private equity firms in liquidating their investments
· How investors will react to the explosion in private equity backed—Initial Public Offerings (IPO)

Panel Chair-Person:
William H. Venema, Member, Managing Partner, Epstein Becker & Green, P.C

Presenters:
Rachel Gonzalez, Senior Vice President and Group Counsel for Mergers and Acquisitions, Affiliated Computer Services Inc.'s (ACS, Inc.)
Thomas A. Avery, Managing Director and Head of Financial Sponsor Group, Raymond James & Associates, Inc.
Walter C. Florence, Managing Director, Frontenac Company LLC

DEBT CAPITAL MARKETS: Elements of Debt Financing
· How the current trends are lifting corporate debt markets and recapitalization transactions
· What risk factors need close monitoring and how to price leverage
· Is it possible to get favorable covenant terms under sluggish cash-flows

Panel Chair-person:
Elizabeth A. Davidson, Partner, Jenner & Block

Presenters:
Kenton L. Brown, Principal, William Blair & Company
Thomas S. Bagley, Senior Managing Director, Pfingsten Partners
Bradley J. Charchut, Director, Dymas Capital Management Company, LLC.

PRIVATE EQUITY: The Cash Chasing the Cow
· Are private equity investments maturing to a new asset class
· How competitive financing structures are advancing in closing the deal
· Can returns be maximized by planning exit strategies prior to acquiring

Panel Chair-person:
Bradley S. Schmarak, Partner, Reed Smith, LLP

Presenters:
Jason A. Mehring, Managing Director, BlackRock Kelso Capital
Gregg Newmark, Managing Director, American Capital
Seth M. Hemming , Partner, Reed Smith, LLP

RESTRUCTURING: Parameters to Improve Financial Processes
· What restructuring plans deliver sustainable performance
· How to exploit undervalued assets to source for liquidity and capital
· Pros and cons of restructuring under bankruptcy protections OR out of the courts

Panel Chair-person:
Jeff Marwil, Partner and Co-chair, Restructuring and Insolvency Practice, Winston & Strawn LLP

Presenters:
William G. Welnhofer, Managing Director, Investment Banking, Head of Corporate Restructuring, Robert W. Baird & Co.
Kenneth A. Simon, Managing Director, Loughlin Meghji + Company

11:45 AM-
12:30 PM

DUE DILIGENCE: Framework for Financial Preparedness
· How to prepare for due diligence to maximize total value
· Do valuation models help counteract hidden risks
· Best practices in valuing intangible assets like – management, intellectual property, etc.,

Panel Chair-person:
Robert Strang, Chief Executive Officer, Investigative Management Group

Presenters:
Steven A. Schumacher, Senior Manager, Financial Advisory Services, Crowe Chizek & Company LLC
Mark Kramer, Managing Director, Duff and Phelps
Brenen Sieber, CPA, Senior Manager, Virchow Krause & Company

REAL ESTATE: Evolution of Real Estate Asset Class World-wide
· How to leverage real estate assets to optimize total deal value
· Practices that maximize value for owned and leased real estate assets
· Investment allocation strategies to consider, and pot-holes to maneuver

Panel Chair-person:
Navin Nagrani, Vice President, Hilco Real Estate

Presenters:
Christopher J. Fiegen, Chief Investment Officer, Equity International
John Troughton, Senior Director, Cushman & Wakefield
Yan Khamish, Vice President, Acquisitions, Fowler Property Acquisitions

INTERACTIVE FORUM: Our interactive session is designed as a participatory forum for expressing and exchanging ideas.
Private Equity and industry experts offer insights to their deal-making and answer your questions.

Break-in Refreshment Served: Sponsored by Winston & Strawn LLP

TOPIC: A Guide to Recognizing Your Deal
· Best Practices for sourcing the deal
· Matching deal transaction to the expertise
· Plus tips on closing the Deal

Panel Chair-person:
Gary Silverman, Partner, Kaye Scholer, LLP

Industry Experts:
Brian Miller, Partner, Linden, LLC
Scott F. Meadow, Partner, the edgewater funds
Damian V. Dolyniuk, Director, Capital IQ
A. Jeffrey Zappone, Senior Managing Director, Conway MacKenzie & Dunleavy
Ira J. Perlmuter, Managing Director and Head of Fund, T5 Equity Partners, LLC

Awards Dinner. Hosted by The M&A Advisor. Sponsored by Reed Smith, LLP