Virtual Conference Agenda for Private Equity

9:00 AM – 9:30 AM

CDT

Introductory remarks by Gerald

Introduction by Executive  to Private Equity Firms (30 secs for each Executive)

9:30 AM  10:15 AM

CDT

 

 

 

 

 

  • Panel 1 –  Working with the “Right” Private Equity Firm Partner
    • Questions to ask on the front end
    • Actions/Signals to observe
    • Capital availability – Firms with Funds vs. Independent Sponsors vs. Family Offices
    • Operational control vs. Private Equity Interference
    • Growth/ ROI-oriented capital, add-on acquisitions
    • History of acquisition and exits
    • Management team and hiring
 

 Moderator: 

  • Yelena Edelstein, Deal Partner – Blackmore Partners
 

Panelists:

  •  
 

10 minutes break

10:25 AM  11:10 AM

CDT

 

 

 

 

 

  • Panel 2 – Valuations through Volatility: Hear from the PE firms directly on
    • The flow of inbound deal proposals in 2023 vs. one year ago and their outlook on near-term engagement
    • Changes to how to evaluate proposals now and adjust for the three bubbles (Covid bubble, supply chain bubble, inflation/ deflation bubble lurking in companies’ historical financials)
    • Fasten your seatbelts, there’s some banking turbulence ahead… impact on valuations and deal structures
 
Moderator: 
 
  • James Fanning, CEO  
 

Panelists

  •  
 10 minutes break

11:20 AM – 12:05 PM

CDT

 

 

 

 

 

 

  • Panel 3  Understanding How/What It’s Like to Work with a Private Equity Investor 
    • Value Creation
    • Different styles between firms
    • Communication
    • Board Meetings
    • Operational vs. strategic influence
    • Introductions
    • 100-day plan
    • Budgets
 

Moderator: 

  • Yelena Edelstein, Deal Partner – Blackmore Partners
 

Panelists: 

  •  
 

10 minutes break

12:15 PM – 4:00 PM

CDT

Speed Networking Sessions Between Private Equity and Executive Attendees via Microsoft Team