Independent Sponsors Workshop Day

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About The Conference

iGlobal Forum is pleased to invite you to the Independent Sponsors Workshop Day, taking place in New York on September 30th. Independent sponsors are one of the hottest topics on the U.S. private equity scene - capital providers are increasingly pursuing investment opportunities through the independent sponsor community; and many professional are choosing to establish themselves as independent sponsors. iGlobal Forum’s Independent Sponsors Workshop Day will provide a forum for delegates to acquire new skills and insights into the independent sponsor model. Each workshop is limited to 25 delegates allowing participants to establish relationships with one another, and lay the foundations for future mutual business endeavors in an intimate and interactive setting. Delegates at our most recent Independent Sponsors event described it as “the best event of its type that I’ve been to” and “very well attended by capital providers, particularly endowments and insurance companies that are hard to connect with”.

Key Topics Covered

  • Workshop A: How capital providers can identify and engage independent sponsors 
    • - Understanding the value-add that independent sponsors bring
    • - Knowing what role independent sponsors play post-close
    • - Management fees, transactions fees and carry fees  
  • Workshop B: Building long-standing relationships between capital providers and independent sponsors
    • - Examining what role capital providers and independent sponsors want each other to play
    • - Structuring deals - drawing up contracts and provisions
    • - Designing shared governance structures  
  • Workshop C: How independent sponsors can build a successful business 
    • - Creative differentiation strategies, and how to provide added value
    • - Positioning yourself to win less shopped deals
    • - Driving value through working effectively with operating partners

Network With Leading

  • Independent sponsors
  • Private equity firms
  • Family offices
  • Hedge funds
  • BDCs & SBIC's
  • Mezzanine lenders
  • Senior lenders
  • Pension funds & Endowments
  • M&A intermediaries
  • Accounting firms
  • Law firms & Brokers

Speakers

Bob Anders

Bob Anders

Managing Partner

PLEXUS CAPITAL

Bob Anders is the founding principal and managing partner of Plexus Capital, which manages three SBIC private

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David Acharya

David Acharya

Partner

AGI PARTNERS LLC

David Acharya is a Partner at AGI Partners LLC, an alternative investment management firm that deploys capital in

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Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL MANAGEMENT

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational

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Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

Nicholas S. Russell is a partner at Tuckerman Capital (“Tuckerman”). Mr. Russell is responsible, together with

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Kyun Park

Kyun Park

Founder

APERION MANAGEMENT

Kyun Park is the founder of Aperion Management, LLC, a private equity firm that seeks to invest in small to

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Zubin Avari

Zubin Avari

General Partner

CHARTER OAK EQUITY

Zubin has been with Charter Oak Equity and its predecessor fund since 1998. He serves on the boards of Cirtec,

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Workshop A

IDENTIFYING AND ENGAGING INDEPENDENT SPONSORS

Wednesday September 30, 2015 | 9:00 am to 11:00 am

The independent sponsor model offers a highly profitable investment opportunity. This workshop will provide an open forum for capital providers to discuss how the independent sponsor model can work for them, and the optimal ways to identify and engage independent sponsors. The session will give you new perspectives on:

Understanding the value-add that independent sponsors bring

  • What role independent sponsors play post-close
  • How active they should be
  • What kind of reporting, governance, strategic vision you can accept

Management fees, transactions fees and carry fees

  • What people are seeing in the marketplace

Sourcing and engaging the best established and emerging independent sponsors:

  • Ascertaining which independent sponsors are most closely aligned to your investment objectives

You will learn how to recognize the characteristics of a good independent sponsor, and engage with them, so that you are well placed to put your capital to work through this investment model.

Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

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Kyun Park

Kyun Park

Founder

APERION MANAGEMENT

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Workshop B

BUILDING LONG-STANDING FINANCIAL RELATIONSHIPS

Wednesday September 30, 2015 | 11:30 am to 1:30 pm

In this fragmented industry it is not easy for independent sponsors and capital providers to meet and establish long-term partnerships. This workshop will bring together the two parties to discuss how they can best work together. Topics to be addressed include:

  • What role do capital providers and independent sponsors typically want each other to play in a transaction?
  • What does each party bring to the table?
  • Structuring deals from a legal standpoint - drawing up contracts and provisions
  • Designing a shared governance structure and putting together a board of directors
  • Negotiating fees
  • Broken deal expenses - who is responsible for paying the due diligence costs?

The workshop will highlight the key elements to creating successful long-term partnerships between capital providers and independent sponsors.

Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL MANAGEMENT

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Bob Anders

Bob Anders

Managing Partner

PLEXUS CAPITAL

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Workshop C

BUILDING A SUCCESSFUL INDEPENDENT SPONSOR MODEL

Wednesday September 30, 2015 | 2:00 pm to 4:00 pm

The growing level of investor demand, and the difficulties of raising a private equity fund today, are drawing droves of professionals into the independent sponsor marketplace. This workshop will draw from the experience of industry veterans, to show newly established and aspiring independent sponsors the key stepping-stones to building a successful practice. Topics include:

Providing Added Value to Win Deals

  • How independent sponsors can create more proprietary dealflow and position themselves to win less shopped deals
  • Creative differentiation strategies for independent sponsors
  • Building credibility with intermediaries / getting in front of business owners without an intermediary
  • Taking an industry focus vs. being a generalist – which is the best approach? 

Successfully Transacting Deals 

  • Driving value through working effectively with operating partners
  • Keeping your skin in the game after completing a transaction
  • Sourcing the best professional service providers to represent you

The workshop will show you leading strategies to generate dealflow and income in all market cycles, as well as optimal techniques for successfully executing deals.

David Acharya

David Acharya

Partner

AGI PARTNERS LLC

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Zubin Avari

Zubin Avari

General Partner

CHARTER OAK EQUITY

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Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

  • July 31, 2015

    $249

    $599

  • August 15, 2015

    $299

    $699

  • September 15, 2015

    $349

    $799

  • September 30, 2015

    $399

    $899

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
Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

To make a reservation under iGlobal Forum's room block, please call 1-800-221-4982, and mention that you are attending iGlobal Forum's Independent Sponsors Workshop Day, or book online here. Guests may also send reservation requests to cres@parklanenewyork.com. Please note that the deadline for reservations is September 15th, 2015.

Bob Anders

Bob Anders

Managing Partner

PLEXUS CAPITAL

Bob Anders is the founding principal and managing partner of Plexus Capital, which manages three SBIC private equity

View More

David Acharya

David Acharya

Partner

AGI PARTNERS LLC

David Acharya is a Partner at AGI Partners LLC, an alternative investment management firm that deploys capital in

View More

Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL MANAGEMENT

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational

View More

Nicholas S. Russell

Nicholas S. Russell

Partner

TUCKERMAN CAPITAL

Nicholas S. Russell is a partner at Tuckerman Capital (“Tuckerman”). Mr. Russell is responsible, together with his

View More

Kyun Park

Kyun Park

Founder

APERION MANAGEMENT

Kyun Park is the founder of Aperion Management, LLC, a private equity firm that seeks to invest in small to mid-size

View More

Zubin Avari

Zubin Avari

General Partner

CHARTER OAK EQUITY

Zubin has been with Charter Oak Equity and its predecessor fund since 1998. He serves on the boards of Cirtec, Brook

View More

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