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Wharton Private Equity Partners
Distressed Investing & Special Situations Symposium 2009
   
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.
 

  • Moderator: Alex Panas, Principal, McKinsey & Company
  • Kevin Charlton, Managing Director, Macquarie Capital (USA)
  • Jennifer Deason, Vice President, Bain Capital
  • John Klein, Partner, Citi Private Equity
  • David Kreilein, Operating Partner, Monomoy Capital Partners
  • 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.

  • Moderator: Danny Kayne, Investment Analyst, UBS A&Q LLC 
  • Rich Hurowitz, Co-founder and Chief Executive Officer, Octavian Advisors, LP
  • Kevin Lydon, Partner, Strategic Value Partners
  • Michael N. Thompson, CFA, Portfolio Manager, Bay Harbour Management
  • 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? 
   

  • Moderator: Andrew Rabinowitz, Chief Operating Officer, Marathon Asset Management
  • Remi Bouteille, Deputy Chief Investment Officer, JP Morgan Alternative Asset Management
  • Rip Matos, Senior Investment Officer, UBS A&Q LLC 
  • Sam DeRosa-Farag, Principal, Morgan Creek Capital Management, LLC
  • 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

   
        

Event Dashboard:
When: Friday, 11/13/09 at 8:00am - 4:30pm | iCal
Location  
Look Who's Coming:
Bruce Schulman , NGP Energy Technology Partners
Jack Daly
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
David Pichler , Versa Capital Management
David Wassong
Len Pangburn
Jennifer Simons , Wharton Private Equity Partners
Silvia Manak , The Wharton School
Mimi Shih , The Wharton School
Scott Rubino , The Wharton School
Howard Levine , The Wharton School
Elissa Gaw , The Wharton School
Dave Brodsky , The Wharton School
Jeff Chou , The Wharton School
Sam DeRosa-Farag , Morgan Creek Capital Management
Paolo Pellegrini , PSQR Management, LLC
Alex Panas , McKinsey & Company
Sam Sussman , Cadogan Management
Rip Matos , UBS A&Q LLC
David Kreilein , Monomoy Capital Partners
Leon Black , Apollo Management, L.P.
Bouteille Remi , JP Morgan Alternative Asset Management
Charlton Kevin , Macquarie Capital
Jennifer Deason , Bain Capital
Kevin Lydon , Strategic Value Patners
Danny Kayne , UBS A&Q LLC
Richard Hurowitz , Octavian Advisors, LP
John Klein , Citi Private Equity
Michael Weinstock , Monarch Alternative Capital LP
Tony Davis , Anchorage Capital Group
Andrew Rabinowitz , Marathon Asset Managment
Michael Thompson , Bay Harbour Management
Jon Weber , Goldman Sachs & Co.
Jeff McCracken , Wall Street Journal
Henny Sender , Financial Times
McAdory Lipscomb , Anchorage Capital
Keith Whittaker , MHR Fund Management
Kevin Matto , Kensico Capital
Joseph Catalano , Signal Special Situation Investors
Sanem Alkan , SAM Advisory
Jamie Kennedy , Longroad Asset Management
Drew Mallozzi , Longroad Asset Management
Amy Wu
James Rasteh , White Eagle Partners
Ron Dooley , Alvarez & Marsal
Keith Luh , Franklin Mutual Advisers
Brian Hong , Longroad Asset Management
Arun Melvani , ArrowHawk Partners
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
Elizabeth Solly , Capital IQ
Sarah Hughes , Capital IQ
Ryan Patterson , Capital IQ
Alexandra Bourque , Capital IQ
Jason Redlus , Argyle Executive Forum
Lily Robertson , Argyle Executive Forum
Lucas Gochanour , Argyle Executive Forum
Quinn Morgan , ZM Equity Partners
Kenneth Lau , ZM Equity Partners
Joe Choorapuzha , 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
Bryce Klempner , McKinsey & Company
Pavel Raifeld , McKinsey & Company
Jared Wien , Sun Capital Partners, Inc.
Colin Sanderson , McGladrey & Pullen
James Bobrowski , McGladrey & Pullen
Marc Chase , RSM McGladrey
Anthony Rosenthal , Cadogan Management
Lincoln Singleton , Durham Asset Management
Arif Gangat , Octavian Advisors, LP
Raj Sethi , Goldman Sachs
Saurabh Jain , Bay Harbour Management
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
Meredith Humphry , Credit Suisse Investment Group
Keith Luh , FRanklin Templeton Investments
Eric Ewald , Torch Hill Investment PArtners
Karim Samii , Pardus
Nancy Jacobson Paley , Octavian Advisors
Umar Abdul Hamid , Criterion
Andrew Dayton , Lincolnshire Management
Robert Lorenzo , Starlight Capital Partners
Alex Patelis , PSQR
Alan Liu , Stategic Value Partners
Monica Holec , Triago
Stephen Chang , LMCW Investments
Kerri McNicholas , Lincolnshire Management
Richard Davis , GarMark
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
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
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
Karl Dillon
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
Sam Polk , King Street Capital
Nadav Besner
Royce Yudkoff , Abry Partners
Andrew Barnett
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
Janna Laudato , Huaser Capital Markets
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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