Virtual Conference Agenda for Executives

Included for Executives:  Six Pre-Conference Workshops on November 29th,  December 1st, December 6th, December 8th, December 11th, and on conference day, December 13th.

              Three Post-Conference Workshops on December 14th, January 3rd, 2024, and January 10th, 2024. 

7:00 AM – 8:00 AM

CDT

Virtual Conference personal set up (BMC execs only)

Please use this time to make sure you are prepared for the start of your conference at 8 AM CDT

8:00 AM 9:00 AM

CDT

Pre-Conference Workshop #6 with Gerald O’Dwyer, Managing Director –  Blackmore Partners (Includes Full and LITE executives)

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:

  • Stephen Connor, CFA, Hamilton Robinson Capital Partners 
  • Marin Mignot, COO Latam, Ingenico 
  • William Kidd, Partner, Kidd & Company 
  • Graham Bachman, Managing Director, Head of Business Development, Hidden Rivers Strategic Capital 
  • JC Maldonado, Business Development, Bizgro Partners 
  • Neil Johnson, Managing Partner, Lawrence, Evans & Co., LLC 
 
 

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, Independent Consultant to Pamaseco LLC
 

Panelists

  • Jay White, Managing Partner, Route 2 Capital Partners 
  • Karin Kovacic, Managing Director, Institutional Sales, Libertas Funding, LLC 
  • John Robinson, Managing Director, Cerebro Capital 
  • Matt Raimondi, Managing Partner, Silvermine Growth Partners 
  • John D. White, Managing Principal, MB Global Partners LLC 
 
 

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: 

  • Tim Van Mieghem, Partner – The ProAction Group
 

Panelists: 

  • Samantha Papir, Senior Vice President, Turning Rock Partners 
  • Clint Simkins, Director, DPO & Co 
  • Paul Count, Sales Director, Trade Cycle Capital 
  • Jefferey Lamb, Strategic Advisor, Pegasus Capital Advisors 
  • Rick Grady, Deal Partner, Blackmore Partners 
 
 

10 minutes break

12:15 PM – 4:00 PM

CDT

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