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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.


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