2015 AM&AA Winter Conference

2015 Winter Conference Agenda

01/27/2015 Tuesday
8:00 am - 9:00 amRegistration & Breakfast
9:00 am - 10:30 amSell Side Due Diligence - Proactively Maximizing the Success of Your Deal
Margaret Shanley, Principal, Head of West Coast Private Equity, CohnReznick
Eva Davis, Partner and Head of West Coast Private Equity, Winston & Strawn
Moderator: Cornelia Cheng, VP - Corporate Finance, Prudential Capital Group
Brooks Dexter, Managing Director Investment Banking, Duff & Phelps
Peter Hlavin, Director Business Development, Trivista
10:30 am - 10:45 amMorning Coffee Break
10:45 am - 12:00 pmCompensation Planning and Tax Structuring with Carried Interest, Rollover Equity and Incentive-based Equity Compensation
Moderator: Brent Solomon, Partner, CohnReznick
Michael Spiro, Partner, Finn Dixon & Herling
David Walsh, Partner, Cooley LLP
12:00 pm - 1:30 pmLunch
12:00 pm - 5:00 pmGolf at TPC Las Vegas
1:30 pm - 3:00 pmLegitimizing Crowdfunding: Someday has just arrived!
Moderator: David Feldman, Partner, Richardson Patel LLP
Chris Baggott, Chairman, Potluck Capital
Sara Hanks, Co-founder/CEO, CrowdCheck
Hannah Joseph, Of Counsel, Katz & Korin
3:00 pm - 3:15 pmAfternoon Coffee Break
3:15 pm - 5:00 pmAll Buyers Are Created Equal...or Are They?
Moderator: David Cohn , Managing Director, Aaron Capital
John Camp, Managing Director of Business Development, Arbor Investments
Christian Blees, CPA, CMAA, Biggs Kofford
Kenneth Haffey, Partner, Skoda Minotti
William Kidd, Founding Partner, Kidd & Co. LLC
5:00 pm - 7:00 pmWelcome Reception and PE Networking Expo in Exhibit Hall

01/28/2015 Wednesday
7:00 am - 9:00 amRegistration & Breakfast
8:00 am - 8:45 amRoundtable with the Thought Leader of the Year Finalists
Shane Hansen, Partner, Warner Norcross Judd
Joe Aberger, EVP, Pritchett, LP
Moderator: Stephen Mock, Partner, BKD
Dr. J. Keith Dunbar, Founder/CEO, Potentious
Christopher M. Snider CEPA, Founder/ President, Exit Planning Institute
Stephen Watkins, CEO, Entrex
9:00 am - 9:30 amKeynote: Chris Baggott - "From Crowdfunding to IPO: How ExactTarget Took $5,000 Investments and Grew to a $2.7 billion Exit"
Chris Baggott, Chairman, Potluck Capital
9:30 am - 10:45 amState of the Market - Beyond The Data
Moderator: James Hill, Partner & Executive Chairman, Benesch
Andrew Greenberg, CEO , GF Data Resources
Thomas Yagel, Director Application Specialists, S&P Capital IQ
Nadim Malik, Founder, Sutton Place Strategies
John Gabbert, Founder, CEO, PitchBook Data, Ltd
10:45 am - 11:00 amMorning Coffee Break
11:00 am - 12:00 pmWhere are the Sellers? How People are Finding Deals in a Different and Competitive Market
Robert S. France, Director, High Street Capital
Moderator: Justin Kaplan, Partner, Balance Point Capital Partners
Michael Hompesch, Partner, Dubin Clark
Gregory Gorlinski, Managing Director, Cleary Gull
Douglas Knoch, Managing Director, Shorehill Capital
12:00 pm - 12:30 pmKeynote: John Roulac - "Nutiva’s Journey on the Triple Bottom Line – People, Planet, & Profits"
John Roulac, Founder & CEO, Nutiva
12:30 pm - 1:15 pmLuncheon and Thought Leader of the Year Awards
1:30 pm - 2:30 pmBreakout: State of the Debt Markets and Mezzanine Financing
Moderator: Thomas Kesoglou, Partner, McCarter & English, LLP
Peter Rothschild, Managing Director , OFS Capital
Paul Echausse, Managing Director and Head of U.S. Mezzanine Investments, Alcentra Capital Corporation
Glenn Harrison, Partner, Praesidian Capital
1:30 pm - 2:30 pmBreakout: Structuring and Tax Insights in M&A Deals
Albert Salvatore, Partner, Roetzel
B. Nate Collins, Partner, M&A Tax, BDO
2:30 pm - 3:00 pmAfternoon Coffee Break
3:00 pm - 4:00 pmBreakout: Legal and Regulatory Hurdles Challenging M&A Cross Border Transactions
Moderator: Sid Shaver, Managing Director, Statesman Business Advisors
Jorge Claudio, President, JClaudio Consulting Inc.
Patrick Del Duca, Partner, Zuber Lawler & Del Duca
3:00 pm - 4:00 pmBreakout: Co-Investment Strategies for Intermediaries
Moderator: B. Graeme Frazier IV, President , Private Capital Research, LLC
Gerald O'Dwyer, Managing Director, Blackmore Partners LLC
Michael Dinan, President & CEO, Dinan & Co. LLC
David Harvey, President, Harvey & Company
4:00 pm - 5:30 pmPiranha Pool
Moderator: Steven Silverman, M&A Advisor, Doeren Mayhew
Jeffrey Kadlic, Co-Founder, Evolution Capital Partners
David Magdol, Senior Managing Director, Main Street Capital
Michael Pfeffer, Managing Director, Post Capital Partners LLC
Speaker: Misty Young, Board Chair, Squeeze In Franchising, LLC
Speaker: Shila Morris, President, Squeeze In Franchising, LLC
Speaker: Juan Valdez, CFO, Global Drilling Support International
Speaker: Paul Nicholson, VP, Global Drilling Support International
Speaker: Rick Perrone, President/CEO, Tournament One
Speaker: Eric S. Philo CFA, Managing Director , Avalon - Net Worth
5:30 pm - 7:00 pmNetworking Reception in Exhibit Hall

01/29/2015 Thursday
7:00 am - 9:00 amRegistration & Breakfast
8:00 am - 9:00 amAM&AA Member Experience - Meet & Greet (for members and non-members)
9:00 am - 10:30 amDeal Bash
9:00 am - 10:00 amAM&AA Chapter Leader Committee Meeting
9:30 am - 10:30 amBreakout: Buying or Selling an ESOP-Owned Company: How to Execute a Successful Transaction
Alberto del Pilar, Managing Director, ButcherJoseph & Co.
David Solomon, Partner, Levenfeld Pearlstein, LLC
Moderator: Mike Zeller, Co-head Global Services Group, Moore & Van Allen
10:15 am - 10:45 amMorning Coffee Break
10:45 am - 12:00 pmFamily Office's and SBIC's - When Are They Right for Your Deal
Chip Weinberg , Managing Director & Principal, Weinberg Capital Group
Kenneth Heuer , Principal , Kidd & Co LLC
Carol Hance, Managing Director, LongueVue Capital
Seth Friedman, Managing Director, RLJ Credit
Colin Raws, Director Business Development, Boathouse Capital
Moderator: Justin Kaplan, Partner, Balance Point Capital Partners
11:30 am - 12:30 pmAM&AA International Committee Meeting
12:00 pm - 12:30 pmKeynote: Richard Gephardt - "What the Financial Services Sector Can Expect from the 114th Congress and the Obama Administration: Legislation, Regulations and Taxes"
Richard A. Gephardt, President/CEO Gephardt Government Affairs, U.S. House of Representatives MO (1977-2005)
12:30 pm - 1:30 pmLuncheon
1:30 pm - 2:30 pmWashington Update – Campaign for Clarity
Shane Hansen, Partner, Warner Norcross Judd
Robert Gurrola, President, Summa Financial Group LLC
Mike Adhikari, President/ Owner, Illinois Corporate Investments Inc.

Special Post-Conference Session Open to AM&AA Members and VIP Guests

MidMarket Alliance PBC Meeting | January 29th | 2:30 pm - 4:30 pm

Learn about the formation of The Alliance’s new Public Benefit Corporation (PBC), a new peer-to-peer collaborative network and marketplace exchange platform, and the growth opportunity and role of our many new “member-owners”. This new entity is being organized and built by a professional association of more than 1000 independent members of the Alliance of Merger & Acquisition Advisors® (AM&AA), for growth and expansion purposes to better serve the global private company marketplace. The meeting will also feature a discussion of our organizational growth plans for 2015 and beyond.

The meeting requires registration in advance and is open to all members. Pre-registration is required for the session and space is limited. If you are an AM&AA member and would like to register for this meeting, please call 877-844-2435 and ask for Kristen or Nancy.​

On Friday, January 30th join Exit Planning Institute as they launch their Certificate in Exit Planning Seminar
Please note that a separate registration is required and attendees of the AM&AA Winter Conference receive a $200 discount to the EPI seminar when they use promo code "AMAA"