The Deal Economy 2010
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DAY ONE
Wednesday, November 18, 2009
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| 7:30 a.m. |
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Breakfast and Registration
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| 8:15 a.m. - 8:20 a.m. |
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Welcome and Introductory Remarks
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| 8:20 a.m. - 9:15 a.m. |
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Opening Panel: Defining an Era in Dealmaking - Lessons for the Future
If the past can tell the future, top M&A experts can provide a barometer of next year's transaction landscape. Our distinguished panelists will explore the affect government stimulus packages may have on worldwide on transactions. When will the credit markets return to some state of normalcy? How have terms of recent deals potentially changed the way future negotiations may be handled?
Moderator:
Robert Teitelman, Editor-in-Chief, The Deal
Panelists:
Hal Ritch, Chief Executive Officer, Sagent Advisors Inc.
Robert Profusek, Partner, Jones Day
Paul J. Salem, Co-founder and Senior Managing Director, Providence Equity
Leon Kalvaria, Vice Chairman of the Institutional Clients Group, Citi
Jeffrey Solomon, Chairman of the Investment Committee and Head of Strategy, Cowen Group Inc. and Managing Member, RCG Holdings LLC
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| 9:15 a.m. - 9:35 a.m. |
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Divestitures Spotlight
Keynote Speaker:
Mark Ross, Lead Divestiture Partner, Transaction Services, PricewaterhouseCoopers
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| 9:35 a.m. - 10:05 a.m. |
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Feature Interview: Outlook for Global Deals
When it comes to global transactions, macroeconomic, legal and social changes greatly influence how deals get done. Our distinguished experts set forth the key issues that will affect cross-border dealmaking success in 2010.
Keynote Speakers:
Marvelle Sullivan, Head Corporate Legal M&A, Novartis
Jeffrey Schmidt, Partner, Linklaters
Interviewed by:
David Marcus, Senior Writer, Antitrust, The Deal
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| 10:05 a.m. - 10:25 a.m. |
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Networking Break
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| 10:25 a.m. - 11:20 a.m. |
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Regulatory Panel: What to Anticipate from Washington - Recasting the Regulatory System to Fight Systemic Risk
Prompted by the crisis on Wall Street, the federal government just over a year ago embarked on an unprecedented intervention in the financial industry. Trillions of dollars have since been committed to banks and other financial firms. The federal involvement has come at a big cost: political uproar over compensation, scrutiny over trading practices and heavier regulation. The Obama Administration's push for sweeping overhaul of regulation could radically alter oversight of the industry.
How will vows by the Obama-appointed regulators to "dust off" antitrust laws affect dealmaking? How much new power will be handed to the Federal Reserve to ward off systemic risk? Will hedge funds and private equity face heavier oversight? Will financial firms answer to a new consumer protection regulator? Will the increased attention from Washington add new life to old debates over fail value accounting and carried interest?
Moderator:
William McConnell, Bureau Chief, Washington, D.C. The Deal
Panelists:
John Glynn, Lead Partner, Valuations, PricewaterhouseCoopers
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| 11:20 a.m. - 11:40 a.m. |
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Sector Spotlight: Banks & Financial Services
Keynote Speaker:
Richard X. Bove, Analyst, Rochdale Securities
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| 11:40 a.m. - 12:10 p.m. |
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Keynote Interview: Boutique Bank Leader
Keynote Speaker:
Blair Effron, Partner and Co-founder, Centerview Partners
Interviewed by:
Yvette Kantrow, Executive Editor, The Deal
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| 12:10 p.m. - 1:30 p.m. |
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Lunch and Keynote Speaker: Capital Markets Outlook for 2010
Why Credit Risk Premia Should Thin amid Still Low Treasury Bond Yield
Keynote Speaker:
John Lonski, Chief Economist, Moody's Capital Markets
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1:30 p.m. - 2:15 p.m. |
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Panel: Middle Market Dealmaking Trends
Will lenders stay focused on middle market deals? What are the prospects for private equity investments and add-on acquisitions? Which industry sectors and regions will remain vibrant? Will cross-border and inbound investment continue?
Moderator:
Nathaniel Baker, Senior Editor, The Deal
Panelists:
Steve Deedy, Managing Director, Alix Partners
James D. Epstein, Partner, Pepper Hamilton LLP
Ken Hanau, Managing Partner, 3i U.S.
Randy Schwimmer, Senior Managing Director, Head of Capital Markets, Churchill Financial
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| 2:15 p.m. - 3:00 p.m. |
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Panel: A Look at the Private Equity Industry's Future
What's will the future bring for private equity firms? With the traditional LBO model severely challenged, what other kinds of deal structures and investments are firms exploring? Some firms are becoming DIP loan lenders as bankruptcies proliferate, while others raise funds to tap secondary market investments.
Moderator:
David Carey, Senior Writer, The Deal
Panelists:
Charles Brizius, Managing Director, THL Partners
Philip Canfield, Principal, GTCR Golder Rauner
David Fann, President & CEO, PCG Asset Management
John Eydenberg, Head of Financial Sponsors Group Americas, Deutsche Bank
Rich Lawson, Managing Director and Co-founder, Huntsman Gay Global Capital
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| 3:00 p.m. - 3:20 p.m. |
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Sector Spotlight: Auto Industry
Keynote Speaker:
Kimberly Davis Rodriguez, Principal, Co-head Global Auto Services, Grant Thorton
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3:20 p.m. - 4:05 p.m. |
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Panel: Opportunity Amidst the Ashes: Acquiring Distressed Assets
The most talked about dealmaking sector over the past year gets a reality check as dealmakers navigate distressed opportunities. Leading experts share insight on finding, negotiating and closing deals on companies showing signs of instability or those in bankruptcy.
Moderator:
Anthony Baldo, Editor, Newsletters and Databases, The Deal
Panelists:
Mohamad Ali, Senior Vice President, Corporate Development, Avaya Inc.
Maria Boyazny, Managing Director & Portfolio Manager, Siguler Guff & Company
Andrew Horrocks, Managing Director, Moelis & Company
Scott Winn, Senior Managing Director, Zolfo Cooper
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| 4:05 p.m. - 4:30 p.m. |
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Keynote
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4:30 p.m. - 6:30 p.m. |
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Networking Cocktail Reception
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DAY TWO
Thursday, November 19, 2009
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7:30 a.m. |
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Breakfast and Registration
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8:25 a.m. - 8:30 a.m. |
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Welcome and Recap - Day One
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8:30 a.m. - 9:15 a.m. |
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Legendary Dealmaker Keynote
The Deal's founding editor in chief talks with a legend of Wall Street to chart the course of the future of transaction finance, private equity and legal dealmaking issues.
Keynote Speaker:
Harvey R. Miller, Partner, Weil, Gotshal & Manges, LLP
Interviewed by
Matt Miller, Senior Writer, The Deal
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| 9:15 a.m. - 10:05 a.m. |
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Panel: Corporate Dealmakers Talk Strategy and Investment Outlook
The leading dealmakers from major corporations discuss their corporations' commitment to external growth strategies. In an uncertain economy that brings significant risks and targeted opportunities, corporate dealmakers share their vision of the types of transactions they are seeing in their industries.
Moderator:
Kenneth Klee, Editor, Corporate Dealmaker, The Deal
Panelists:
Sean Murphy, SVP, Corporate Development, Abbott Labs
Eli Mendoza, Vice President, IBM Corporate Development
Duncan O'Brien, General Manager of Corporate Development, GE
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| 10:05 a.m. - 10:35 a.m. |
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Global Market View - Top Hedge Fund Investor
Keynote Speaker:
Wesley Edens, Founder and Principal, Fortress Investment Group
Interviewed by
David Carey, Senior Writer, The Deal
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10:35 a.m. - 10:55 a.m. |
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Networking Break
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10:55 a.m. - 11:35 a.m. |
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Panel: Raising the Bar in Deal Execution
Companies learned a lot about executing deals in the last M&A cycle, but the realities of the next one are sure to put that knowledge to the test. Economic uncertainty and the need of some acquirers to do deals beyond their previous purview will make corporate development best practices more important than ever, throughout the acquisition cycle--from target selection through due diligence and, not least, during integration. Find out what organizational and operational measures organizations are adopting to maximize the success of the deals they'll be making.
Moderator:
Suzanne Stevens, Senior Editor, Corporate Dealmaker, The Deal
Panelists:
David Hinkel, Senior Consultant, Towers Perrin
Jim Rosenthal, Head of Technology & Operations, Morgan Stanley
Bryon Rubin, Senior Vice President, Corporate Development, CBS Corporation
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| 11:35 a.m. - 12.00 p.m. |
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Private Equity and Sports: Succeeding in Turbulent Times
Keynote Speaker:
Steve Young, Managing Director, Huntsman Gay Global Capital
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| 12:00 p.m. - 12.25 p.m. |
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Corporate Leader
Keynote Speaker:
Ned Hooper, Chief Strategy Officer, Cisco
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| 12:25 p.m. - 2:30 p.m. |
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Most Admired Corporate Dealmaker's Awards Luncheon
The Deal unveils the winners of its second annual Most Admired Corporate Dealmakers Awards, honoring corporations voted by the deal community for being the best at conceiving and executing transactions, both acquisitions and divestitures, that build shareholder value. Winners will be announced in media, pharma/biotech and technology.
Presented by:
Alexis Glick, Anchor, FOX Business Network
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| 2:30 p.m. |
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Conference Ends
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FOR MORE INFORMATION
For further information on speaking opportunities, please contact Martha Brown, VP, Communications & Development, at 212.313.9218 or at mbrown@thedeal.com.
*The Deal LLC reserves the right to alter the agenda of The Deal Economy 2010 and/or substitute speakers without advance notice.
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