Independent Sponsors & Capital Providers Dealmakers Meeting

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About The Conference

iGlobal Forum is pleased to host the next Independent Sponsors & Capital Providers Dealmakers Meeting on April 18, 2018 in New York. Building on iGlobal's long-standing success of the Independent Sponsor Summit series and the industry's largest gathering, this exclusive new format will consist of 4 hours of only high-level, sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives. These meetings will be dedicated to developing partnerships unique to your business model and will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time. Limited to 50 participants only, join today and meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.

Key Topics Covered

  • Benefit from partnerships unique to your business model
  • Develop business connections through 4 hours of 1x1 networking meetings
  • Explore and discuss future business opportunities
  • Meet and network directly with leading industry professionals and decision-makers

Network With Leading

  • Independent Sponsors
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • HNWIs (High Net Worth Individuals)
  • M&A Intermediaries/Advisors
11:30 am - THE IMPACT OF THE TAX CUTS AND JOBS ACT ON INDEPENDENT SPONSORS

With the passage of the Tax Cuts and Jobs Act (“Act”) there is much concern, as well as confusion, as to the impact the legislation will have on independent sponsors and portfolio companies. The good news is that managers can take advantage of some of the tax changes; the bad news is that the rules – at first blush – are rather complex.

As a first step, Independent Sponsors should carefully evaluate the structure of the investment vehicles, the management entities, as well as the portfolio companies to optimize their tax planning and minimize any unanticipated tax costs. Below, we’ve listed some areas of significant tax changes that are likely to impact private equity industry funds, investors, and fund managers; portfolio companies; and deal structuring.

  • Carried Interest
  • Deduction for pass-through businesses
  • Net operating loss limitation
  • Portfolio company considerations
  • New international rules
  • Deal structuring: choice of entity
  • Deal structuring: debt -vs- equity
  • Deal structuring: purchase price allocation in asset acquisitions


What was standard practice in deal structuring and buying/selling investments in 2017 is likely changed for 2018 and beyond. Taxpayers who understand these rules, plan their business operations, and implement changes will be the real winners. Fund managers need to be proactive, informed, and flexible as they look to maximize the benefits that the Act can clearly provide. There are also numerous open questions regarding provisions of the Act. While we expect some clarification, it will take time to resolve all open issues. This uncertainty creates opportunity.

Joel D. Boff

Joel D. Boff

CPA, CGMA, Partner

COHNREZNICK

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Jonathan R. Collett

Jonathan R. Collett

CPA, Partner

COHNREZNICK

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Claudine M. Cohen

Claudine M. Cohen

Principal - Transactional Advisory Services

COHNREZNICK LLP

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Stephanie Pervez

Stephanie Pervez

JD, Principal

COHNREZNICK

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Matthew Teadore

Matthew Teadore

Director, Transactional Advisory Services

COHNREZNICK

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12:30 pm - NETWORKING LUNCHEON
1:30 pm - 1x1 Networking Meetings between Capital Providers & Independent Sponsors

Sector-specific 1x1 networking meetings (10 meetings, 15 minutes each) between senior-level capital providers and independent sponsor executives. These meetings will be dedicated to developing partnerships unique to your business model and will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time. Join today to meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.

4:30 pm - SUMMARY & NETWORKING RECEPTION

Speakers

Joel D. Boff

Joel D. Boff

CPA, CGMA, Partner

COHNREZNICK

Joel Boff is a partner and leader of CohnReznick’s Tax Practice in New York. He is also a member of the

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Jonathan R. Collett

Jonathan R. Collett

CPA, Partner

COHNREZNICK

Jonathan Collett is a partner of CohnReznick and a member of the Firm's Financial Services Industry practice. Jon

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Stephanie Pervez

Stephanie Pervez

JD, Principal

COHNREZNICK

Stephanie Pervez leads the Private Clients practice for CohnReznick's New York office and has more than 17 years

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Claudine M. Cohen

Claudine M. Cohen

Principal - Transactional Advisory Services

COHNREZNICK LLP

Claudine Cohen is a principal in CohnReznick’s New York office and a member of the firm’s Transactional

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Matthew Teadore

Matthew Teadore

Director, Transactional Advisory Services

COHNREZNICK

Matthew B. Teadore, CPA, JD, LL.M, is a tax director with CohnReznick Advisory’s Transactional Advisory Services

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Sponsors

Media Partners

  • Register by

    Full Networking Pass

  • February 28, 2018

    $500

  • March 20, 2018

    $650

  • April 18, 2018

    $750

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
1301 Avenue of the Americas 1301 Avenue of the Americas

1301 Avenue of the Americas

New York, NY

 

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink  for a 15% discount

Joel D. Boff

Joel D. Boff

CPA, CGMA, Partner

COHNREZNICK

Joel Boff is a partner and leader of CohnReznick’s Tax Practice in New York. He is also a member of the Hospitality

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Jonathan R. Collett

Jonathan R. Collett

CPA, Partner

COHNREZNICK

Jonathan Collett is a partner of CohnReznick and a member of the Firm's Financial Services Industry practice. Jon

View More

Stephanie Pervez

Stephanie Pervez

JD, Principal

COHNREZNICK

Stephanie Pervez leads the Private Clients practice for CohnReznick's New York office and has more than 17 years of

View More

Claudine M. Cohen

Claudine M. Cohen

Principal - Transactional Advisory Services

COHNREZNICK LLP

Claudine Cohen is a principal in CohnReznick’s New York office and a member of the firm’s Transactional Advisory

View More

Matthew Teadore

Matthew Teadore

Director, Transactional Advisory Services

COHNREZNICK

Matthew B. Teadore, CPA, JD, LL.M, is a tax director with CohnReznick Advisory’s Transactional Advisory Services

View More

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