The University Club, New York
Exclusively open to PE, Hedge Fund
and LPs
Wharton Private Equity Partners is proud to host the leading Distressed Investing & Special Situations Symposium, designed exclusively for Private Equity, Hedge Fund and Insitutional LP investors. Now in its fifth year and a continuous sell-out, the 2009 Symposium is a one-day event being held on Friday, November 13, 2009 at The University Club in New York.
Click here to register (this event is open only to PE, Hedge Fund & LP Investors - no service advisors)
WPEP brings together the leading authorities and most successful and outspoken distressed and special situation investors to discuss key trends and opportunities in today's market. A cocktail reception is held immediately following the program so attendees can share ideas, compare notes, and network with colleagues
SYMPOSIUM AGENDA
Thursday, November 12
7:00 PM Networking Reception for Distressed attendees, WPEP members and Non-members in PE
Public House, 140 East 41st Street (between Lexington & 3rd Avenues)
Friday, November 13
8:00 AM Registration Continental Breakfast
8:40 AM Welcome & Introduction
8:45 AM Opening Keynote: Paolo Pellegrini, President, PSQR Management LLC
9:30 AM Distressed Company Operations: Enhancing Value in Your Portfolio Companies
Comprised of senior level private equity professionals who spend a significant portion of their time improving portfolio company operations, the panel will address current challenges portfolio companies are facing both in the US and internationally, and explore the latest strategies investors can use to support management teams in leading portfolio companies through distressed situations.
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Moderator: Alex Panas, Principal, McKinsey & Company
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Kevin Charlton, Managing Director, Macquarie Capital (USA)
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Jennifer Deason, Vice President, Bain Capital
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John Klein, Partner, Citi Private Equity
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David Kreilein, Operating Partner, Monomoy Capital Partners
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Jon Weber, Managing Director, Goldman Sachs & Co.
10:30AM Refreshment Break / Networking
10:45 AM Challenges & Opportunities Facing the Distressed Fund in Today's Market
Bringing together investors with an extensive and diverse background in distressed investing, panelists will share their perspectives on the distressed market including current investment opportunities, outlook for the distressed market and default rates, challenges in navigating in an uncertain economic environment, and lessons learned over the last cycle.
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Moderator: Danny Kayne, Investment Analyst, UBS A&Q LLC
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Rich Hurowitz, Co-founder and Chief Executive Officer, Octavian Advisors, LP
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Kevin Lydon, Partner, Strategic Value Partners
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Michael N. Thompson, CFA, Portfolio Manager, Bay Harbour Management
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Michael Weinstock, Co-Founder and Co-Portfolio Manager, Monarch Alternative Capital LP
12:00 PM LUNCH
12:45 PM Tony Davis, Co-Founder & President, Anchorage Advisors, Anchorage Capital Group
interviewed by Jeff McCracken, Wall Street Journal
1:30 PM Break / Networking
1:45 PM The LP Perspective on Alternative Investing
These senior experts in fund of funds investing will offer their unique viewpoints on the investing environment in the credit sector. With capital available to be deployed, this panel will answer questions like: What will get funds flowing again? How is the relationship between fund of funds and credit managers evolving? What can be expected from institutions? What is the overall outlook for credit and distressed investing in particular?
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Moderator: Andrew Rabinowitz, Chief Operating Officer, Marathon Asset Management
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Remi Bouteille, Deputy Chief Investment Officer, JP Morgan Alternative Asset Management
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Rip Matos, Senior Investment Officer, UBS A&Q LLC
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Sam DeRosa-Farag, Principal, Morgan Creek Capital Management, LLC
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Sam Sussman, Director-Research, Cadogan Management
2:45 PM Leon Black, Founder, Apollo Management, L.P. interviewed by Henny Sender,
Financial Times
3:30 PM Cocktail Reception
THIS CONFERENCE HAS BEEN A SELL-OUT EVENT EACH YEAR please register via this link: Click here to register
Registered attendees are invited to the WPEP Pre-Reception on Thursday, November 12th from 7 - 9 PM at Public House,
140 East 41st Street. RSVP for this reception on the final page of registration, there is no additional cost.
If you are currently working in private equity and are a UPenn alum, and want to become a member, join today and save on Conference registration.
Cancellation Policy: For a full refund, cancellations must be received by October 30, 2009. Otherwise, attendees may make substitutions or replacements in advance by emailing smcalaine@wpen.org or at the registration desk.
Thank you to our Distressed Investing & Special Situation Sponsor
Supporting Organizations
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Event Dashboard:
When: Friday, 11/13/09 at 8:00am - 4:30pm | iCal
Look Who's Coming:
Bruce Schulman , NGP Energy Technology Partners Jack Daly Karl Dillon Alexander Panos J. Sood , Greenwich Energy Investments Samuel Schwerin , Millennium Technology Ventures Bruce Batzer , Willis Mark Rusas , Willis Thomas Hopkins Richard Van Wert , Newbury Capital Management Amarish Mehta , Arcadia Capital Atul Madahar , Infinity Capital and Funding Paul Theunissen , Lions Capital Ben Garrick , Platinum Equity Clifton Yen Mona Aboelnaga Kanaan Trent Hickman Michael Morrissey , Inverness Graham Investments Nick Araco , RSM McGladrey Dan Chandra , DW Investment Management Dan Krueger , Owl Creek Asset Management Amit Pardasani , Owl Creek Asset Management Katie Stokel , Abbott Capital Robert Zellner David Moradi , Fortress Helen Lemberg Erich Schram , Guggenheim Partners Nadav Besner David Pichler , Versa Capital Management David Wassong Len Pangburn Jennifer Simons , Wharton Private Equity Partners Elissa Gaw , The Wharton School Howard Levine , The Wharton School Scott Rubino , The Wharton School Mimi Shih , The Wharton School Silvia Manak , The Wharton School Dave Brodsky , The Wharton School Jeff Chou , The Wharton School Michael Thompson , Bay Harbour Management Jon Weber , Goldman Sachs & Co. Michael Weinstock , Monarch Alternative Capital LP Tony Davis , Anchorage Capital Group Sam Sussman , Cadogan Management Andrew Rabinowitz , Marathon Asset Managment Jennifer Deason , Bain Capital Charlton Kevin , Macquarie Capital Bouteille Remi , JP Morgan Alternative Asset Management Leon Black , Apollo Management, L.P. Sam DeRosa-Farag , Morgan Creek Capital Management Richard Hurowitz , Octavian Advisors, LP Danny Kayne , UBS A&Q LLC Rip Matos , UBS A&Q LLC Kevin Lydon , Strategic Value Patners John Klein , Citi Private Equity David Kreilein , Monomoy Capital Partners Alex Panas , McKinsey & Company Paolo Pellegrini , PSQR Management, LLC Jeff McCracken , Wall Street Journal Henny Sender , Financial Times McAdory Lipscomb , Anchorage Capital Keith Whittaker , MHR Fund Management Joseph Catalano , Signal Special Situation Investors Kevin Matto , Kensico Capital James Rasteh , White Eagle Partners Ron Dooley , Alvarez & Marsal Jamie Kennedy , Longroad Asset Management Arun Melvani , ArrowHawk Partners Keith Luh , Franklin Mutual Advisers Sanem Alkan , SAM Advisory Drew Mallozzi , Longroad Asset Management Brian Hong , Longroad Asset Management Amy Wu Heather Berger , Apollo Management, L.P. Stephanie Drescher , Apollo Management, L.P. Mark Cicrelli , Elliott Management Carlos Almodovar , Strategic Value Partners, LLC Daniel Furey , Strategic Value Partners, LLC Charlie Byrne , Marathon Asset Management Andrew Gordon , Marathon Asset Management Damon Ball , AEA Investors Alan Fitzpatrick , Anchorage Capital William Porter , Capital IQ Ryan Patterson , Capital IQ Alexandra Bourque , Capital IQ Sarah Hughes , Capital IQ Elizabeth Solly , Capital IQ Jason Redlus , Argyle Executive Forum Lily Robertson , Argyle Executive Forum Lucas Gochanour , Argyle Executive Forum Quinn Morgan , ZM Equity Partners Joe Choorapuzha , ZM Equity Partners Kenneth Lau , ZM Equity Partners Tassos Recachinas , Sophis Investments Ronald Beck , Oaktree Capital Kevin Feinblum , Advent International Corporation Martin McNulty , Metalmark Capital LLC Andrew Beckman , Goldman Sachs Special Situations Group Naresh Patwari , McKinsey & Company Pavel Raifeld , McKinsey & Company Bryce Klempner , McKinsey & Company Jared Wien , Sun Capital Partners, Inc. Colin Sanderson , McGladrey & Pullen Marc Chase , RSM McGladrey James Bobrowski , McGladrey & Pullen Anthony Rosenthal , Cadogan Management Lincoln Singleton , Durham Asset Management Raj Sethi , Goldman Sachs Saurabh Jain , Bay Harbour Management Arif Gangat , Octavian Advisors, LP Michael Fang , Bay Harbour Management Scott Sozio , Bay Harbour Management Keith Zadourian , Irving Place Capital Stacey Harris Maman , Monarch Alternative Capital LP Gerry Atkinson , FRM Heather Gross , Capital IQ Stephen Chang , LMCW Investments Keith Luh , FRanklin Templeton Investments Eric Ewald , Torch Hill Investment PArtners Karim Samii , Pardus Umar Abdul Hamid , Criterion Meredith Humphry , Credit Suisse Investment Group Richard Davis , GarMark Nancy Jacobson Paley , Octavian Advisors Kerri McNicholas , Lincolnshire Management Monica Holec , Triago Alan Liu , Stategic Value Partners Alex Patelis , PSQR Robert Lorenzo , Starlight Capital Partners Andrew Dayton , Lincolnshire Management Guest of Jennifer Simons Guest of Jennifer Simons Joan Larson Marc Chodock Soo Kim , Anchorage Capital Aaron Rosenstein , Anchorage Capital Edward Russell , Gottex Funds laurence allen Dan Lawee , Prisma Capital Partners LP Peggy Koenig , ABRY Partners, LLC Peter Ligeti , Syker Management Rory ONeill , TPG Credit Management Jill Yankaskas , Goldman Sachs Special Situations Group Lee Becker , Goldman Sachs Special Situations Group James Berylson , Goldman Sachs Special Situations Group Damon Ball , AEA Investors David Dammerman , D | M | B Capital Partners Jay Stout , Bay Harbour Management Victor Quiroga , Triago Andrew Barnett Lee Grinberg Dixon Yee , Basso Capital Robert Stefanik Sonia Tevelow Sophie Liang Jay Ramakrishnan , Barclays Principal Investing Paul Knight , RSM McGladrey Zoltan Pozsar , Federal Reserve Bank of New York Zach Finkelstein , Federal Reserve Bank of New York Cecilia Chiang Steven Chua Laura Krashakova , UBS Ted Lodge , GoldenTree Asset Management, LP Christina Han , Morgan Stanley Alternative Investment Partners Claudio Waller , Morgan Stanley Sam Polk , King Street Capital Edward Goldstein Shirley Lee , MatlinPatterson Michael Benedetto , Southpaw Ronald Goldstein , RG Enterprises Narayan Raj , Goldman Sachs & Co. Stephanie McAlaine , WPEP Michael Turner , The Courtney Group Mark Grabowski Steve Marks , Klitzberg Associates Janna Laudato , Huaser Capital Markets Wahid Hamid Jamaal Brown Robert Bryan Gilles Guillon , The Blackstone Group Hassan Ragab , Tower Three Partners LLC Alexander Dinn , Tower Three Partners Barbara Shander , Morgan, Lewis & Bockius LLP David Gerson , Morgan, Lewis & Bockius LLP Edward Massaro Steven Friedman , Great Oaks Capital Management, LLC Justin Boyer , DE Shaw Benjamin Peretz , D. E. Shaw Seth Charnow , DE Shaw Tim Rotolo , Sandalwood Securities Scott Tagliarino Ethan Silverman , Gideon Capital LP John Hudson Royce Yudkoff , Abry Partners Joe Parzick James Ho Behdad Alizadeh , Pardus Capital Management L.P. Jeff Scott , Veritable LP Michael Nold , The Gores Group Humberto Garcia , Macquarie Capital (USA) Inc. Peter Schorsch , Primary Resources Group Glenn Kaufman Jose Gonzalez-Heres , Morgan Stanley Investment Management Jonathan Heller Fred Russell Gabe Schwartz , DK Partners Bill Quinn , Versa Capital Management Daniel Smythe , MatlinPatterson Global Advisers Eric Goldstrand , Burgundy Asset Management Didric Cederholm , Elliott Associates Amy Hufft Carol McDermott , Octagonal Capital, LLC Rajib Das , Octagonal Capital, LLC Fei Fan-Dollinger Terry Doherty , Goldman Sachs Special Situations Group David Aho , Colbeck Capital Gaurav Kukreja Thom Waye , Sigma Capital Partners Michael Pierog , Davidson Kempner Partners Seth Mitchell , Stuyvesant Capital Steve Van Dyke , Bay Harbour Management Liz Bock , Bay Harbour Management Ayesha DSouza Peter Gingold , Angelo Gordon Juan Benegas Lynch , PROTOSTAR PARTNERS Richard Grimm Adam Kloczkowski , Grail Partners Karine Bourguignon , Grail Partners Luka Spoljaric , The Wharton School Brett Craig , Bayside Capital Ed Kressler , Angelo Gordon & Co Mark Murphy Andrew Miller , Trafalgar Fundsd Brian Himot , Wharton MBA Amit Singhal , The Wharton School Ayman Zameli , Pivotal Group Jeff Thelen , The Wharton School Raymond Azizi Alexander DeFelice Amy Fisher Indra Chandra Umar Abdul Hamid , Criterion Management & Advisory Services Pte Ltd Sean Nowak Richard Davis Andrew Wheeler Michael Lenahan ... a total of 254 guests. Note: to opt out from this list please sign in, go to My Account and change your preferences under My RSVPs.
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