| 7:00 - 11:30 am |
Registration |
| 7:00 - 8:30 am |
Investment Banker Mix & Mingle Breakfast
Kick start your day with this high energy, high octane event where registrants will have a unique opportunity to meet representatives from ten or twelve of the leading investment banking firms and intermediaries based in the Northwest that primarily serve "middle market" companies located in the Northwest. Each firm will have literature available describing their firm's practice.
|
| 8:40 - 8:50 am |
Welcome - Announcements
Conference
Chairman: |
Franz von Bradsky - President, Green Tree Capital - Napa, CA |
|
| 8:50 - 10:10 am
|
Private Equity: There’s Plenty Of It, How To Get It
| Chairman: |
Andy Dale, Managing Director
Buerk Dale Victor - Seattle, WA |
| Hundreds of billions of $$$$ have been raised by private equity firms in recent years and needs to be put to work. Hear how to pry it loose from those with the checkbook. |
|
Mark E. Morris, Partner
Blue Point Capital Partners - Seattle, WA
Ian C. Jacobson, Vice President
Winona Capital Management - Seattle, WA
J. Mark Jones, Partner
River Associates Investments, LLC - Chattanooga, TN
|
|
| 10:10 - 10:40 am |
Refreshment Break |
| 10:40 am - 12:00 pm
|
The Credit Crunch: Surviving and Thriving
| Chairman: |
Glenn Burroughs, Senior Vice President
PNC Business Credit - Seattle, WA |
| A candid look at the current state of the credit markets from a group of senior debt lenders who will offer their views on what companies should do to survive and thrive in the credit maelstrom. Will this be a repeat savings and loan debacle of the early nineties? |
|
Lyle E. Ryan, President
Frontier Bank - Everett, WA
Stephen Lozano, Senior Vice President
Union Bank of California - Seattle, WA
Caron Carlyon, Managing Director Capital Markets
US Bank - Seattle, WA
|
|
| 12:00 - 1:40 pm |
Luncheon |
| 12:30 - 1:30 pm |
Luncheon Presentation - "Price versus Value - Bridging the Gap"
|
Neil J. Beaton, Partner in Charge, Economic Advisory Services
Grant Thornton LLP |
| Every business owner wants to obtain the best price when selling their company (who cares about value?). Hear from a nationally recognized expert "How do you measure value, then get the best price"? |
|
| 1:40 - 3:00 pm
|
Mezzanine Debt: A Viable Source of Growth Capital in Good Times and Bad
| Chairman: |
Mark French, Principal
Greyrock Capital Group - San Francisco, CA |
| No, Mezzanine financing it is not debt obtained from a bank located on the mezzanine level of a building. It is a provocative option for "middle market" companies that are unable to finance growth through internally generated funds or via traditional bank lending. |
|
Derek Strong, Director
RoyNat Capital - Vancouver, BC
Jeffrey J. Holland, Managing Director
Seacoast Capital - San Francisco, CA
Rick Shuart, Vice President
Caltius Mezzanine - Los Angeles, CA
|
|
| 3:00 - 3:40 pm |
Refreshment Break |
| 3:40 - 5:00 pm
|
Structuring the Debt Component of Leveraged Transactions During Tumultuous Credit Markets
| Chairman: |
Aaron S. Richmond, Managing Director
Endeavour Capital - Seattle, WA |
| Hear insights from professionals who frequently work with lenders and borrowers on debt transactions as to what the 'best practices' are for managing the process of structuring the debt component of a transaction and taking it to the lending market during a time of unprecedented turmoil in the credit markets. |
|
Michael T. Newsome
Zachary Scott - Seattle, WA
Ward E. Buringrud, Esq., Partner
Davis, Wright Tremaine LLP - Seattle, WA
George K. Fogg, Esq. - Partner
Perkins Coie LLP - Portland, OR
Daniel A. Rice, Managing Director
Macadam Capital Partners - Portland, OR
|
|
| 4:30 - 7:00 pm |
Middle Market Financing Roundup and Northwest Wine Tasting Reception
Go one on one with senior executives from a wide array of the nation’s leading private equity funds, mezzanine/subordinated debt funds, hedge funds, business development companies and venture capital funds with over $50 billion of capital under management during the conference’s signature event. This unique opportunity to connect with members of these firms is not to be missed.
|
| 7:00 pm |
Program Concludes |
