8:00 – 9:00am

Breakfast and Registration


9:00 – 9:05am

Opening Remarks

 

9:05 - 9:10am

Introducing Gene Frantz:

Shawn Hessing
Global Lead Partner, Private Equity
KPMG LLP


9:10 – 9:40am

Gene Frantz   
Partner
TPG Capital


9:45 – 10:25am

"State of the M&A Marketplace in the IT Industry: Deal Terms, Valuation, and Notable Transactions"

Panel Discussion

Session Description:

Topics of discussion may include but are not limited to:

  • Deal screening, approval, and risk management
  • Structuring M&A transactions: financial engineering and incremental value in scale
  • Post-merger integration: benchmarking the financial success of a transaction and management change considerations
  • F5’s acquisition of Acopia Networks, Akamai’s acquisition of Netli Inc, and other recent transactions


Panel Moderator:
Michael Kennedy        
Partner
O'Melveny & Myers

Panelists:
Gregg Lemkau
Managing Director
Goldman Sachs

Andrew Stern

Director of Corporate Development

F5 Networks, Inc.

Robert Wood
Vice President and Chief Development Officer
Akamai Technologies

*Please note this session is closed to the press.


10:25 – 10:55am

Coffee Break sponsored by Lincoln Berger LLP


10:55 – 11:35am

"Cross-Border M&A Transactions in the IT Industry"


Panel Discussion

Session Description:

The panel will discuss the challenges and opportunities associated with cross-border deals in the global IT space. Specific topic may include, but are not limited to:

  • Navigating and assessing complex regulatory environments
  • Global trends in the technology markets
  • Best practices in cross-border due diligence
  • Strategic partnering in Asia: mergers, acquisitions, joint ventures, and corporate investment

 

Panel Moderator:

Michael Braun

Partner

Morrison & Foerster LLP

Panelists:

Peter Fante
Chief Legal Officer
Verint Systems Inc.

Dan Gupta
Chairman and CEO
UST Global

Priscilla Hughes
General Counsel
Thomson Financial


11:40am – 12:10pm

Steven Geller
Managing Director
Credit Suisse


12:10 – 1:10pm

Lunch


1:10 – 1:40pm

Mike Andrade
Senior Vice President, Strategic Business Development
Celestica


1:45 – 2:15pm

"M&A Success: Integration Planning is the Key"


Bob Beauchamp    
President and CEO   
BMC Software, Inc.

Interviewer:
Richard L. Ptak
Managing Partner
Ptak, Noel & Associates LLC


2:15 – 2:45pm

Coffee Break


2:45 – 3:15pm

"Value Investing in Technology Companies: Opportunity or Oxymoron?"


Alex Slusky    
Managing Partner
Vector Capital


3:20 – 3:50pm

Jonathan Korngold
Managing Director
General Atlantic, L.L.C.

Interviewer:
John K. Halvey
Group Executive Vice President and General Counsel
NYSE Euronext


3:55 – 4:35pm

Panel Discussion

“Best Practices in IT Mergers and Acquisitions: Due Diligence, Valuation, and Post-Merger Integration”

Panel Moderator:

Jason Berger
Partner
Lincoln Berger LLP


Panelists:

Neel Chopdekar
Director, Strategic Transactions and Development
AOL


John Raveret
Vice President, Corporate Development
Cognizant

John Somorjai
Senior Vice President, Corporate Development & Strategy
Salesforce.com


4:35 – 4:40pm

Closing Remarks


4:40 – 5:40pm

Cocktail Reception



*Agenda is subject to change.

 

 

March 27, 2008
8:00am – 6:00pm

New York, NY

Event Price: $875

Event location will be disclosed to attendees upon completion of the registration process.

 

Event Overview

Keynote Speakers

Agenda

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Soft Dollar Application

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