8:00–9:15am
Breakfast Reception & Opening Remarks by Conference Chairmen
Marco V. Masotti
Partner
Paul, Weiss, Rifkind, Wharton & Garrison LLP
9:15–9:45am
John P. Costas
Chairman & CEO
Dillon Read Capital Management
9:45–10:25am
"India, China & the Globalization of the Supply Chain: Opportunities in Restructuring US Corporations into Global Organizations"
Panel Discussion by Loughlin Meghji + Company
Moderator:
Mohsin Y. Meghji
Principal and Managing Director
Loughlin Meghji + Company
Panelists:
Sanjay Purohit
CEO
Dan River Corporation
Peter Howell
Chairman
Global Lite Array
10:25-11:00am
Coffee Break
Sponsored by General Electric Commercial Finance
11:00 -11:30am
David Bonderman
Founding Partner
Texas Pacific Group
11:30–12:10pm
“The Convergence in Terms and Activities of Private Investment Funds”
Panel Discussion Presented by:
Paul, Weiss, Rifkind, Wharton & Garrison LLP
Moderator:
Douglas A. Cifu
Partner
Paul, Weiss, Rifkind, Wharton & Garrison LLP
Panelists:
Glenn R. August
President
Oak Hill Advisors, L.P.
Kevin Kulak
Managing Director
JP Morgan Securities Inc.
Marc Lasry
Managing Partner
Avenue Capital Group
Private equity funds and hedge funds have increasingly encroached upon each others domain -- either through the formation of traditional private investment funds or through the formation of "hybrid" investment funds or similar alternative investment vehicles. Increasingly, these private investment firms are offering their investors a wider array of products and investing opportunistically in diverse areas and industries. This panel will discuss the key features of private equity, hedge and hybrid funds, the factors driving convergence and the issues being raised as a result of these market developments. A brief outline of discussion points follows:
- Private equity, hedge and hybrid fund background and terms
- Factors driving convergence of private investment funds
- Market reactions of key market players
- Issues raised by convergence
- Predictions for the future
12:10–1:00pm
Lunch Reception
Sponsored by New York Stock Exchange (NYSE Group)
1:00–1:40pm
“M&A, Private Capital and Securitization”
Panel Discussion Presented by:
Cadwalader, Wickersham & Taft LLP
Moderator:
Louis Bevilacqua
Partner, Corporate Mergers & Acquisitions Department
Cadwalader, Wickersham & Taft LLP
Panelists:
Brian Feit
First Vice President
Ambac Assurance Corporation
Thomas M. Hickey
Vice President
Castle Harlan, Inc.
Sanjeev Khanna
Executive Director
Morgan Stanley
Ira J. Schacter
Partner
Cadwalader, Wickersham & Taft LLP
As a buyer, competition for target companies is more intense than ever before. As a seller, the availability of unprecedented pools of capital offers a unique opportunity to structure high-value dispositions. Industry experts discuss the following:
- Best ways to generate increased returns while minimizing transaction risk
- How sophisticated buyers are using innovative financing arrangements to improve the efficiency of transactions
- How securitizations and capital markets executions are resulting in winning bids and better returns
1:40–2:10pm
"Microfinance 2.0: The Coming Boom in Financial Services
for the Poor and Private Equity Opportunities in Microfinance"
Geoff Davis
President and CEO
Unitus
2:10 – 2:50pm
“Moving Towards the Crossroads in the Public and Private Capital Markets”
Panel Discussion Presented by:
NASDAQ
Moderator:
Julie Muraco
Senior Managing Director
NASDAQ Stock Market
Panelists:
Michael Bingle
Managing Director
Silver Lake Partners
Edward R. Hatfield
President & Chief Operating Officer
Solebury Capital Group LLC
John L. Jacobs
Executive Vice President
NASDAQ Stock Market
2:50 – 3:20pm
Coffee Break
3:20 – 3:50pm
David M. Rubenstein
Founding Partner & Managing Director
The Carlyle Group
3:50–4:30pm
Josh Lerner
Jacob H. Schiff Professor of Investment Banking
Harvard Business School
4:30–5:00pm
Eric Mindich
Founder
Eton Park Capital Management
Interviewed by:
Josh Lerner
Jacob H. Schiff Professor of Investment Banking
Harvard Business School
5:00–6:00pm
Networking Reception
Sponsored by UBS
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