Private Equity CEO Roadmap Seminar

      Harvard Club of New York City 

      • AGENDA
        October 17, 2013
      • Registration and Welcome
        8:30 – 9:00 am
      • Welcome and Seminar OverviewThe Case for Private Equity and Hypatia Capital Framework
        Speaker: Patricia Lizarraga, Managing Partner, Hypatia Capital
        9:00 – 9:30 am
      • The Private Equity Firm: Fund Composition, Deal Sourcing Strategies, & Talent Acquisition: A look at Palladium Equity Partners and its portfolio An inside look at how PE firms build their portfolios, how transactions unfold and how to be a part of it
        Speaker: Yue Bonnet, Partner, Palladium Equity Partners
        9:30 – 10:15 am
      • The Private Equity Firm: Deal Sourcing Strategies with Emerging Managers:
        An inside look at Brooke Private Equity and the Pioneer Fund
        An inside look at how a PE firm partners with a large pension fund to source proprietary transactions

        Speaker: Christine Jones, Partner, Brooke Private Equity
        10:15 – 11:00 am 
      • Networking Break
        11:00 – 11:15 am
      • Panel Discussion: Managing for Private Equity – the CEO’s Point-of-ViewDifferences between corporate and PE shareholders, pros and cons, reporting metrics, balance sheet issues, relationship with board of directors, etc.
        Moderator: Margaret Mager, Managing Director, Kekst & Co.
        Panelist: Sharon Rowlands, CEO, Altegrity, a Providence Equity Partners portfolio company
        Panelist: JuE Wong, StriVectin, a Catterton Partner portfolio company
        11:15 – 12:15 pm
      • The Hypatia Capital Framework A summary workshop to jumpstart your prepared answer to, “What company should our fund buy?”

        Speaker: Patricia Lizarraga, Managing Partner, Hypatia Capital The Private Equity
        12:15 am – 12:30 pm 
      • Networking Break
        12:30 – 1:00 pm
      • The Private Equity Firm: The debt that makes the deal possible: A look at Ares Management Private DebtAn inside look at how debt providers are an essential part of the deal, and how transactions and management teams are evaluated from a lender’s perspective
        Speaker: Jana Markowicz, Principal, Ares Management
        1:00 pm – 1:45 pm