Agenda

October 2 - 3, 2018

Tuesday, October 2

   
10:00 a.m. – 5 p.m. Optional One-on-One Meetings, McGuireWoods LLP Dallas Office (Space is now full. Please consider other meeting spaces in the Dallas area.)

 
5:30 – 7:30 p.m. Welcome Reception, The Ritz-Carlton, Dallas, TX
Sponsored by Texas Capital Bank & Montgomery Coscia Greilich LLP
   

Wednesday, October 3
The Ritz-Carlton, Dallas, TX

   
6 – 7 a.m. CYCLEBAR Class
Registration is now closed. Please contact Shannon Pharr at spharr@mcguirewoods.com.
   
7:45 – 8:40 a.m. Women in Private Equity and Finance Breakfast, Maple & Oak Rooms
Limited to female attendees
   
8:00 – 8:45 a.m. Registration/Networking/Breakfast, Ballroom Foyer
   
8:45 a.m. Welcome
David P. McLean, Partner, McGuireWoods LLP
   
8:50 – 9:30 a.m. Building Successful and Trusted Partnerships and Other Lessons Learned
Rob Bauer, Bassett Creek Capital, Inc.
Grant Kornman, NCK Capital
Sam Snyder, Greyrock Capital Group
Gus Spanos, Spanos Barber Jesse & Co.
Geoffrey C. Cockrell, Partner, McGuireWoods LLP (moderator)
   
9:35 – 10:10 a.m. TRACK A
Advice for New Independent Sponsors

Richard Baum, Consumer Growth Partners
Justin Crane, Sancus Capital Group
Eric Epstein, e2 venture partners
Jason Faucett, Transition Capital Partners, Ltd.
Jon W. Finger, Partner, McGuireWoods LLP (moderator)
   
  TRACK B
Advice for Capital Providers New to Independent Sponsor Deals
Michael Arguelles, Stonehenge Partners Inc.
Matt Harnett, Tecum Capital Partners
Nick Russell, Tuckerman Capital
Anne Vazquez, NewSpring Capital
Akash D. Sethi, Partner, McGuireWoods LLP (moderator)
   
10:10 – 10:50 a.m. Networking Break
   
10:50 – 11:25 a.m. TRACK A
Tax Reform and its Potential Impact on Transactions

Ben Yarbrough, Merit Capital Partners
Rob Carskadden, 3 Rivers Capital
Stephan Connelly, Star Mountain Capital
Jon G. Neal, Partner, McGuireWoods LLP
Gerald V. Thomas II, Partner, McGuireWoods LLP (moderator)
   
  TRACK B
Debt Finance on Independent Sponsor Transactions

Jay Binkley, Hermitage Equity Partners
Elizabeth Falco, Texas Capital Bank
Andrea Hedrick, Stonegate Capital Holdings
Eric Sloane, Southfield Mezzanine Capital
Clayton Stallbaumer, Partner, McGuireWoods LLP (moderator)
   
11:30 a.m. – 12:15 p.m. Evolution of the Traditional Private Equity Model
Mike Becker, Plexus Capital, LLC
Todd Dauphinais, Clavis Capital Partners
Jack Sadden, Valesco Industries, Inc.
Tim Wegener, Caruth Capital Partners
David McLean, Partner, McGuireWoods LLP (moderator)
   
12:15 – 1:30 p.m. Lunch
   
1:35 – 2:10 p.m. TRACK A
Pursuing Family Office and Other Alternative Equity Providers
Curt Crofford, Hicks Equity Partners LLC
Mac LaFollette, The GC Companies
Jeff McNelley, Allstate Investments, LLC
David McReynolds, Five Crowns Capital, LLC
Bradley S. Austin, Partner, McGuireWoods LLP (moderator)
   
  TRACK B
Raising Capital for Independent Sponsor Deals Using Placement Agents

Bob Frisch, Frisch Capital Partners, LLC
Kirk Syme, Brooklands Capital Strategies BD, LP
Greg Tobben, Access Capital Partners
Christian Berger, Senior Advisor, McGuireWoods LLP (moderator)
   
2:10 – 2:50 p.m. Networking Break
   
2:50 – 3:35 p.m. Deep Dive Into Independent Sponsor Economics
Faraz Abbasi, Centerfield Capital Partners
Haran Narulla, Tiger Peak Capital
Todd Roland, GCM Grosvenor
Michael Shein, Chartwell Investments, LLC
Thomas E. Zahn, Partner, McGuireWoods LLP (moderator)
   
3:40 – 4:15 p.m. TRACK A
Working with Independent Sponsors After Closing and Navigating the Relationship When Times Get Tough

Scott Fisher, Pleasant Bay Capital Partners
James Illikman, Peninsula Capital Partners, LLC
Tom Parro, MERK Capital Corporation
Jeff Sangalis, ORIX Mezzanine & Private Equity
Anne E. Croteau, Partner, McGuireWoods LLP (moderator)
   
  TRACK B
Deal Sourcing in an Ultra-Competitive Market

Yelena Edelstein, Blackmore Partners LLC
John Hill, J.W. Hill Capital
Mike Lonergan, Georgia Oak Partners
Bill Wilkins, MSI Capital Partners, LLC
David J. Hornyak, Partner, McGuireWoods LLP (moderator)
   
4:15 – 6:00 p.m. Networking Reception, Ballroom Foyer
   
   

View agenda and panelist information from our 2017 conference.

 
 
Back to top