*Requires Acrobat Reader
March 18, 2007
- 6:00 - 8:00 PM (shuttle buses leave from The Colony Hotel)
Opening Night Reception at JFK's Winter White
House*
Hosted by John K. Castle
Join us for an exclusive evening of networking and explore the history
at President John F. Kennedy’s Winter White House. In this opening cocktail
party, you will be among the few guests at the home of John K. Castle,
chairman and CEO of Castle Harlan Inc., a New York-based investment
firm. Castle fell in love with this piece of Camelot and bought this
property from the Kennedy family in 1995.
*You must be a registered attendee of the conference to attend
this exclusive event.
March 19, 2007
- 7:00 AM - 7:00 PM
Registration Open
- 7:30 AM - 4:00 PM
Sponsor Hall Open
- 7:30 - 8:30 AM
Breakfast / Sponsor Hall
Sponsored by Sun Capital Partners and Cushman & Wakefield
- 8:25 - 8:30 AM
Welcome / Opening Remarks
- Roger Aguinaldo, CEO and Publisher, The M&A Advisor
- 8:30 - 9:00 AM
Opening Session: Distressed Investing Industry Update
- Roger Aguinaldo, CEO and Publisher, The M&A Advisor
- 9:00 - 9:45 AM
Top Distressed Investors: Where Are They Finding Opportunity?
Moderated by Constantine Karides and Mark Pedretti, Reed Smith LLP
- Michael A. Dieber, Managing Director, Conway Del Genio & Co. LLC
- Jeffrey P. Fitts, Managing Director - Distressed Debt, GE Commercial Finance Bank Loan Group
- Salman A. Khan, Silver Point Capital, LP
- George Schultze, Founder and President, Schultze Asset Management, LLC
Over $3.7 trillion of M&A transactions were announced in 2007 worldwide,
the largest amount in history. What are the prospects that many of these
transactions would turn into bankruptcy or turnaround situations?
- 9:45 - 10:30 AM
Diamonds in the Rough: How Investors Source and Examine
their Turnaround Candidates
Moderated by Robert J. Strang, CEO, Investigative
Management Group
- Thomas A. Monson, Partner, Jenner
& Block
- Carlos J. Rosero, Vice President, Latin America Operations, Investigative Management Group
- Sheila T. Smith, National Service Line Leader, Reorganization Services, Deloitte Financial Advisory Services
For the distressed investor, due diligence is crucial in most financing
situations; accurate assessment is a critical necessity. This panel
will explore the most effective techniques for spotting the promising
prospect for a turnaround.
- 10:30 - 11:00 AM
Morning Break: Sponsor Hall
Sponsored by Crowe Chizek and Winston & Strawn, LLP
- 11:00 - 11:45 AM
Short-Term Forecast: Smooth Sailing or Stormy Weather?
- Joseph J. Basile Jr., Partner, Bingham McCutchen LLP
- Gayle Turner, Principal, Beckett Advisors
- Jeff Wurst, Partner, Ruskin Moscou Faltischer, PC
Corporate bankruptcy filings reached a 12-year low in 2006. Some signs indicate economic skies may darken by the fourth quarter, spurring turnaround situations.
- 11:45 AM - 12:30 PM
Real Estate in Distress Situations – Uncovering
the Hidden Value
Moderated by John Troughton, Senior Director, Cushman & Wakefield
- Navin Nagrani, Vice President, Hilco Real Estate, LLC
- Kevin Staley, Co-Founder, Magellan Group
Many distressed investing plays turn out to have been all about the
realty. However, debtors, creditors, and investors often overlook
the potential value of a company’s real estate holdings in a partial
dissolution.
- 12:30 - 2:00 PM
Networking Lunch with John K. Castle, Chairman
& CEO, Castle Harlan, Inc.
Luncheon Sponsored by Jenner & Block
 |
In this up-close and personal
presentation, hear from a stalwart in private equity who has transformed
billions of dollars of seemingly ailing companies into profitable
entities over his illustrious career. John K. Castle is chairman
of Castle Harlan and a member of the Executive Committee of CHAMP,
an affiliate of Castle Harlan. Mr. Castle is also chairman of
Castle Connolly Medical Ltd., and is chairman and chief executive
officer of Branford Castle, Inc., a holding company. Immediately
prior to forming Castle Harlan, Mr. Castle was president and chief
executive of Donaldson, Lufkin & Jenrette, Inc., one of the nation's
leading investment banking firms. |
- 2:15 - 3:00 PM
Crisis Management: Keeping Spirits High in
a Turnaround Situation
Moderated by Warren Strugatch, Editor, The M&A AlertsTM
- Michael Cochran, Partner, McKenna Long & Aldridge
- Michael E. Gibbons, Sr. Managing Director, Brown Gibbons Lang & Co.
Perhaps the most delicate aspect of distressed investing is managing
outside perceptions of the turnaround candidate. Whatever the cause
of its cash shortage, its survival depends on a variety of non-financial
factors being addressed and being able to manage outside forces.
- 3:00 - 3:45 PM
Staying Out of Court: Turnarounds That
Avoid Involuntary Bankruptcy Proceedings
Moderated by Mark Thomas, Partner, Winston & Strawn
- Lorie Beers, Managing Director, KPMG Corporate Finance
- Jason Reed, Principal, Wingate Partners
Creative solutions including auctions, securitizing
debt, club deals, and more, have proliferated as the feeding frenzy
for distressed debt windfalls grows. Which of these methods are viable,
and can limits be set to the seemingly boundless hunger to join the
turnaround bandwagon?
- 3:45 - 4:00 PM
Networking Break
Sponsored by Crowe Chizek and Winston & Strawn, LLP
- 4:00 - 4:45 PM
Managing the First 100 Days of a Turnaround:
What You Need to Know to Hit the Ground Running
Moderated by Warren Strugatch, Editor, M&A
Advisor’s M&A AlertsTM
- Jason Neimark, Managing Director, Sun Capital Partners
- John Weykamp, Executive, Restructuring Advisory Services PracticeCrowe Chizek & Co.
What you do in the first 100 days is a measure of how effective the
next three to five years will be. Strategies for managing creditors’
committees, unions, and other interested parties are crucial if a company
is to survive the first hundred days after its acknowledgement that
it is in trouble. First-class organizational skills are vital to the
lead investor in a turnaround situation.
- 4:45 - 5:30 PM
Trends in Cross-Border/International Turnaround
Investing: New Challenges and Opportunities in Latin America
 |
Wilbur L. Ross, CEO, WL Ross & Co.
Known as "The King of Bankruptcy", Wilbur Ross has become one the most noted and successful investors of distressed companies. His is a contrarian strategy: invest in industries that have fallen out of favor, such as steel, coal, textiles and automotive suppliers, and have the patience and capital to wait the storm. This investing style has produced countless billions for his investors. Now he's investing in regions that others shy away from, such as Latin America. Hear and see why this is a region worth considering and what you should look out for when investing in Latin America.
|
- 5:30 - 5:35 PM
Closing Remarks
Roger Aguinaldo, CEO and Publisher, The M&A
Advisor
Main Conference Concludes
Inaugural
Turnaround Awards Dinner
Platinum Sponsor:
- 7:00 - 8:00 PM
Evening Cocktail Party w/live music
- 8:00 - 10:00 PM
Inaugural Turnaround Awards Dinner
Awards Dinner Concludes
Note: Agenda Subject to Change. Please check
back for updates.
|