2019 McGuireWoods Independent Sponsor Conference

October 2 - 3, 2019

Wednesday, October 2
9 a.m. – 5 p.m. Optional Speed Dating Meetings – 2000 McKinney Ave, Dallas, TX 75201

5 p.m. Welcome Reception – Ritz-Carlton, Dallas, Ballroom Foyer
Thursday, October 3
The Ritz-Carlton, Dallas, TX
7:30 – 8:15 a.m. Registration / Breakfast / Networking

Women in PE and Finance Breakfast
8:30 – 9:20 a.m. Welcome Remarks

State of the Market on Independent Sponsor Economics
Grant M. Kornman, NCK Capital
Carr Preston, Akoya Capital Partners LLC
Todd Roland, GCM Grosvenor
Sam Snyder, Greyrock Capital Group
David McLean, Partner, McGuireWoods LLP (moderator)
9:25 – 10:00 a.m. Breakout Session 1

Managing the Relationship with a Target Company as an Independent Sponsor  
Jason Faucett, Transition Capital Partners, Ltd.
Christopher W. Kersey, Havencrest Capital Management
Scott Johnson, SJ Partners LLC
Greg Robinson, RLG Capital
Greg Hawver, Partner, McGuireWoods LLP (moderator)

Different Types of Independent Sponsors: From ex-PE to Entrepreneurs  
Jeff Ennis, Ocean Avenue Capital Partners, L.P.
Elizabeth Falco, Texas Capital Bank
Chris Sheeren, Longhouse Partners, LLC
Brian Yoon, Corbel Capital Partners
Christian Berger, Senior Advisor, Strategic Business Development, McGuireWoods LLP (moderator)
10:00 – 11:00 a.m. Networking Break
11:00 – 11:40 a.m. Breakout Session 2

Emerging Equity Capital Funding Structures for Independent Sponsors  
Chris Barbier, Siguler Guff & Company
Todd Dauphinais, Clavis Capital Partners
John Huhn, COMPASS GROUP Equity Partners
Jeremy Knox, Schroder Adveq
Jon Finger, Partner, McGuireWoods LLP (moderator)

Implementing Shared Control Structures  

Jake Capps, Meaningful Partners
Matt Harnett, Tecum Capital Partners
Jeff Sangalis, ORIX Mezzanine & Private Equity
Tim Wegener, Caruth Capital Partners
Richard Grant, Partner, McGuireWoods LLP (moderator)
11:45 a.m. – 12:45 p.m. Lunch
12:45 – 1:45 p.m. Keynote Speaker – Tim Sanders

Tim Sanders McGuireWoods and our keynote speaker sponsors, ORIX Mezzanine & Private Equity and Texas Capital Bank, are thrilled to have Tim Sanders as the keynote speaker for our 2019 McGuireWoods Independent Sponsor Conference. Tim Sanders is a renowned speaker and New York Times-bestselling author who influenced McGuireWoods’ business development approach and the growth of our independent sponsor initiative. See full bio.
1:45 – 2:30 p.m. What the Future Holds for Independent Sponsors and the Potential Impact of a Recession  
Richard Baum, Consumer Growth Partners
Haran Narulla, Tygon Peak Capital
Nicholas Russell, Tuckerman Capital
Bud Moore, Valesco Industries, Inc.
Tom Zahn, Partner, McGuireWoods LLP (moderator)
2:30 – 3:15 p.m. Networking Break / Gatherings by Substantive Area

Healthcare - Portico/Outdoor Patio
Geoff Cockrell and Akash Sethi, Partners, McGuireWoods LLP

Food & Beverage - Ballroom Right Back
Brad Austin and Richard Grant, Partners, McGuireWoods LLP

Growth Equity - Ballroom Left Back
Jeff Brooker, Partner, and Ben Hantz, Associate, McGuireWoods LLP
3:15 – 3:50 p.m. Breakout Session 3

The Complicated Relationship between Traditional Private Equity and Independent Sponsors - Partner, Competitor or Both  
Michael Arguelles, Stonehenge Partners Inc.
Mike Becker, Plexus Capital, LLC
Justin T. Crane, Sancus Capital Group 
Matthew Pettit, Seven Hills Capital
Geoff Cockrell, Partner, McGuireWoods LLP (moderator)

Partnering with Family Office and Other Alternative Equity Providers  
Christian MacCarron, Taubman Capital
Maurice Gordon, The Guardian Life Insurance Company of America
Michael Shein, Chartwell Investments, LLC
Suzanne Yoon, Kinzie Capital Partners, LLC
Bryan Bylica, Partner, McGuireWoods LLP (moderator)
3:55 – 4:30 p.m. Breakout Session 4

Advice for New Independent Sponsors  
David Rosner, Footbridge Partners 
Jessica Kates, Rellevant Partners
Joe Rodgers, Source Capital LLC
Mike Robertson, SageLink Capital
Ramsey White, Partner, McGuireWoods LLP (moderator)

Strategies for Capital Partners New to Independent Sponsor Deals  
Ron Baker, Cadence Bank
Paul Barrett, BelHealth Investment Partners, LLC
Ty T. Clutterbuck, Peninsula Capital Partners, LLC
Mike Lonergan, Georgia Oak Partners
Anne Croteau, Partner, McGuireWoods LLP (moderator)
4:30 – 6:30 p.m. Networking Reception
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