Wednesday, Oct. 1 Le Royal Meridien King Edward, Toronto, Canada
Ticket Price ONLY $995
Limited-Time Offer:
*Register before August 29th, and receive one complimentary pass for a guest.
**LBO firms interested in being Deal Flow Circuit participants, call in for special offer, 646 223 6787.
8:00 Registration Opens, Breakfast
9:00 Opening Remarks: Outlook For The Canadian Buyout Market
Matt Toole, Director, Deals Intelligence, Thomson Reuters
Global data powerhouse Thomson Reuters—owner of Buyouts Magazine—gives a snapshot of Canadian fundraising and deal making trends.
9:20 LP Keynote: Erik Hirsch, CIO, Hamilton Lane
This year will likely be the first since 2003 that North American LBO fundraising drops year-over-year. How are limited partners reacting to the slowdown? Where are they placing their bets? Find out the answers from the CIO of Hamilton Lane.
Moderated By David Toll, Editor, Buyouts Magazine
10:00 Panel 1: Canadian LPs: Harnessing The Power Of The Pension
Canada’s pension funds are among the largest and most sophisticated institutional investors in the world, active not just as fund backers, but as direct investors, co-investors and secondary buyers. Find out what it take to get a commitment from one of them, whether they’ll take a flyer on an emerging manager, how much it helps to offer them co-investment opportunities, and what kinds of terms and conditions they insist on.
Moderator:
- David Rogers, President, Caledon Capital Partners
Panelists:
- Martin Day, Managing Director, OMERS Capital Partners
- Debra Granatstein, General Manager, Canada Post Pension Plan
- Spencer Miller, Director, OP Trust Private Markets Group
- Jennifer Morais, Senior Principal, Canada Pension Plan Investment Board
10:40 Coffee Break
11:00 Panel 2: US Buyout Shops At Home In Canada’s Market
Where are stateside dealmakers finding value north of the border? How drawn are they to Canada’s natural resources, technology, manufacturing and service industries? Where else are they finding deal flow, and how much are they willing to pay for companies? Our panelists—top U.S. buyout professionals active in Canada—have the answers.
Moderator:
Panelists:
12:00 Lunch
1:15 Roundtable Discussions
Time to interact! In this section of the program, you’ll have the opportunity to move from table to table, discussing hot-button topics with your peers. Each table is led by one or two moderators who are experts in the field.
Topics and confirmed moderators:
- Bridging The Gap Between Sellers and Buyers, with James Osler, Principal & Head Of Mergers & Acquisitions, Genuity Capital Markets
- The Future Of Income Trusts
- Negotiating Partnership Terms And Conditions , with B. Timothy O'Gara, Managing Director, Lazard Freres & Co.
- Creative Ways To Finance Deals, with Justin Abelow, Managing Director, Deutsche Bank Securities
- Attracting LPs To Your Next Fund
- Recruiting And Compensation To Eliminate Turnover, with Denise Palmieri, Director of Client Relations, Pinnacle Group
2:30 GP Keynote: Andrew Sheiner, Managing Director, Onex Corp.
Hear about Canadian private equity from its own 800 pound gorilla. Mr. Sheiner currently oversees ONCAP (Onex' $575 million mid-cap fund), Onex Real Estate Partners (Onex' NY-based real estate opportunity fund) and Onex Credit Partners (Onex' US-based credit investing platform). Andrew also led the establishment of Onex Partners I and II, Onex’ US$1.7 billion and US$3.5 billion private equity funds.
3:10 Panel 3: Credit Markets: Who’s Left Standing?
The broken debt markets of 2007 and early 2008 gummed up the machinery of the LBO industry. But while many lenders have fallen by the wayside, others have grown more active, even as new debt players have enter the fray. Hear from our panelists what it takes to maximize the leverage on your transactions, and to do so on the best possible terms.
Moderator:
- Tim Sifert, Senior Reporter, IFR
Panelists:
- Ian Kidson, Managing Director, Co-Head, TD Capital Mezzanine Partners
- Richard Kinlough, Managing Director, CIT Corporate Finance Canada
- Brent Hughes, Partner, Crown Capital Partners
- Tony Manastersky, Managing Partners, RBC Capital Markets Mezzanine
- Robert Olsen, Director, Special Situations Group, Goldman Sachs Canada
3:40 Coffee break
4:10 GP Keynote Interview: Scott Stuart, Co-Founder, Sageview Capital
Mr. Stuart co-founded Sageview in 2006 with fellow Kohlberg Kravis Roberts alum Edward Gilhuly. The firm teamed with KKR last year to complete the purchase of Montreal-based Air Canada Technical Services for $907 million. Mr. Stuart joined KKR in 1986 and served on KKR's investment committee from 2000 until 2005. Transactions in which Mr. Stuart has participated at KKR included Duracell, RJR Nabisco/Borden and Texas Genco. He heads Sageview’s Greenwich office.
Interviewed by Dan Primack, Founder, Pehub.com
4:40 Panel 4: Canadian Private Equity: Where Do We Go From Here?
Where do we go from here? A panel of top Canadian GPs talk about the state of the industry and where it will be headed over the next six months to two years. From small to large, this team of Canadian deal experts will talk about cross border deals, fundraising and deal financing in our ever-changing marketplace.
Moderator:
- Kirk Falconer, Director of Research and Analysis, Thomson Reuters
Panelists:
- Sandra Bosela, Partner, Edgestone Capital Partners
- Dave Brochet, Vice President, Investments, Caisse de Depot et Placement du Quebec
- Stephen Lister, Managing Partner, Co-founder, Imperial Capital
- Michael Murray, Portfolio Manager, Teachers' Private Capital
- Beth Shiferaw, Principal, ONCAP
5:30 Deal Flow Circuit
In this structured networking event, we gather up the Canadian GPs, you bring the business cards. Get your chat on with top U.S. and Canadian LBO professionals, who man tables around a room for your networking convenience. Cocktails included.
Participating Firms:
- Edgestone Capital Partners
- Imperial Capital
- JMI Equity
- OMERS Capital Partners
- ONCAP
- Ontario Teachers Private Capital
7:00 End of conference