ACG LA April Program

Wednesday, April 18, 2012 • Beverly Hills Hilton

2012 INVESTMENT TRENDSOPPORTUNITES AND CHALLENGES

IN THE NEW REALITYPROGRAM GUIDE SPONSOR

TODAY’S PANELISTS TODAY’S PANELISTS

TODAY’S MODERATOR

STEVEN C. CHANGClearlake Capital GroupSteven C. Chang is a partner and co-founder of Clearlake Capital Group, a private investment firm. In 2002, Mr. Chang joined Tennenbaum Capital Partners, LLC, a private investment firm, and resigned from the partnership and Investment Committee in December 2006. Before joining Tennenbaum Capital Partners, he was a Principal at Barnard & Co., a private equity investment group, from 1997 to 2001. From 1995 to 1997, Mr. Chang worked

at Goldman, Sachs & Co., a global financial services firm, in its Special Situations, Mergers & Acquisitions, and Healthcare groups. Mr. Chang serves on the board of CompuDyne Corporation, a provider of software products and services to the public security market. Mr. Chang has A.B., B.S. and M.S. degrees from Stanford University. Mr. Chang has broad experience that ranges from capital investments in technology companies, to extensive mergers and acquisitions expertise, to executive leadership and management roles.

AARON BENDIKSONOaktree Capital ManagementAaron Bendikson is a Managing Director at Oaktree Capital Management, L.P. where he focuses on executing and sourcing leveraged/management buyouts, expansion capital investments and corporate restructurings. He dedicates a significant portion of his time to the Healthcare and Industrial sectors. Mr. Bendikson currently serves as a director of Tekni-Plex, Inc. and Jackson Square Aviation, LLC. Prior to joining Oaktree in 2005, Mr. Bendikson served as a Principal with Soros Fund Management’s

private equity affiliate. Before joining Soros in 1999, Mr. Bendikson was an investment banker within J.P. Morgan & Co.’s Mergers & Acquisitions department. He received an M.B.A. from Harvard Business School and a B.A. degree cum laude in Economics and History from the University of California at Los Angeles, where he was elected to Phi Beta Kappa.

JEFF SCHWARTZThe Gores GroupJeff Schwartz is responsible for leading the execution and negotiation of certain Gores acquisitions and divestitures in the U.S. Prior to joining Gores, Mr. Schwartz was a Principal in the Private Equity Group of Ares Management in Los Angeles, where he worked on numerous leveraged buyouts and distressed debt investments. During his tenure at Ares, Mr. Schwartz sat on the Boards of Directors of several public and private companies including General

Nutrition Centers, Nortek, Inc, Samsonite Corporation, Stream Global Services, Tinnerman Palnut Engineered Products, and WCA Waste Corporation. Prior to joining Ares, Mr. Schwartz was an investment banker at Lehman Brothers in the financial sponsors group and prior to that in the mergers and acquisitions group at Wasserstein Perella & Co. Mr. Schwartz graduated from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics.

DAVID A. COHENKarlin Asset ManagementDavid A. Cohen is President and co-founder of Karlin Asset Management, a Los Angeles based value oriented private investment firm with an equity capital base of over $1 Billion. Cohen has over 25 years of experience in principal investing, real estate, private equity, corporate finance and capital markets. This includes almost a decade in senior executive positions at one of the largest US private companies. He

started his career as an investment banker at Lazard Frères in NY. Cohen holds a Master’s Degree (honors) in Finance from Cambridge University and completed all coursework for a PhD. He attended graduate school as a Rotary Foundation Scholar, and holds a BS in Engineering and Applied Sciences (summa cum laude) from Boston University.

CHRISTOPHER R. HEBBLECerberus CaliforniaChristopher R. Hebble serves as a Managing Director with both Cerberus California, Inc. Prior to joining Cerberus in 2007, Chris was a Principal at Caltius Mezzanine Partners, a $300 million mezzanine debt provider, where he was responsible for business origination and evaluation. He was previously a Vice President in the Corporate Finance Department of Houlihan Lokey Howard & Zukin, where he was involved in mergers and acquisitions, debt and equity placements, and the structuring of leveraged buyouts and corporate recapitalizations. In addition, he was responsible for co-managing Houlihan Lokey’s middle-market financial sponsor coverage effort. Chris began his career as a Civil and Environmental Engineer where he managed, developed and implemented environmental service programs for international oil and gas utility companies. Chris holds an M.B.A. from the University of Southern California and a B.S. in Civil and Environmental Systems Engineering from the University of Pennsylvania.

SPONSOR ACG LA 2012 ANNUAL SPONSORS

TODAY’S SPONSORS

PROGRAM GUIDE SPONSOR

Sponsoring ACG LA meetings is a great way to increase your firm’s visibility among the decision makers and deal makers who attend. Members know that your support helps maintain our high quality programming and they appreciate your involvement. For more detailed sponsorship benefits, please visit www.acgla.org or call Gary Rabishaw, Vice President, Sponsorship at 310.286.1700.

Greenberg Glusker is a 100 attorney, Los Angeles-based, full-service law firm that provides the highest quality legal services

and strategic business advice to entrepreneurs and companies. Our areas of practice include: Corporate, Tax, Bankruptcy/Insolvency, Litigation, Intellectual Property, Entertainment, Real Estate, Environmental, Employment, Estate Planning, and International transactions. Contact: Andrew Apfelberg, Partner, 310.553.3610 or [email protected].

ACG LA is generously suppor ted by our Annual Sponsors, whose commitments enable us to produce the highest quality programming with reasonable attendance fees:

Avant Advisory GroupJames F. Davidson, Managing Director, 714.924.7888, [email protected]

Crowe HorwathJeff Tillman, Director, 818.325.8416, [email protected]

DLCRahul Merani, Director of Client Services, 310.895.7000, [email protected]

Frank Crystal & CompanyShawn Bernardini, Executive Director, 619.265.6305, [email protected]

Gallagher Equity AdvisorsMichael Patrick, Managing Director, 818.539.1421, [email protected]

Grant ThorntonHarris Smith, Partner, 213.596.3445, [email protected]

Green Hasson & Janks LLPKari Schott, Director of Marketing, 310.873.1628, [email protected]

Houlihan LokeyScott Kolbrenner, Managing Director, 310.712.6524, [email protected]

Intrepid Investment Bankers LLCGary S. Rabishaw, Managing Director, 310.478.9000, [email protected]

Loeb & LoebJennifer Manton, Chief Marketing Officer, 212.365.8279, [email protected]

Morgan, Lewis & Bockius LLPScott Adamson, Partner, 213.612.7365, [email protected]

PNC Business CreditGail Bernstein, Executive Vice President, 626.432.7540, [email protected]

Sheppard MullinEric Klein, Partner, 213.228.3728, [email protected]

SingerLewak LLPRonit Koren, Director of Marketing, 310.477.3924, [email protected]

Troy Gould PCPauline Kosanke, Client Development Administrator, 310.789.1336,. [email protected]

Windes & McClaughryPeter Lee, Partner, 562.435.1191, [email protected]

ABOUT ACG MEMBER BENEFITS

ACG LA is one of the largest and most active chapters of the Association for Corporate Growth (“ACG”) and the premier association for professionals involved in corporate growth, corporate development and mergers and acquisitions. ACG LA delivers thought provoking, knowledge-based events and networking opportunities for professionals responsible for facilitating corporate growth initiatives at middle market companies. Participants in ACG LA’s monthly meetings, world class conferences and intimate roundtable discussions include corporate officers, private equity sources and service providers who seek to remain abreast of current issues relating to corporate growth and to interact with thought leaders.

ACG presently has 54 chapters in North America and Europe, with 14,000 members from corporations, private equity, finance and professional service firms.

Visit www.acgla.org or call 310.426.9710 to join.

• ACG’s dynamic global membership database.

• Intergrowth, ACG’s annual global conference, facilitates informal deal exchange and networking with more than 2,000 leading international corporate growth professionals.

• Mergers and Acquisitions: The Dealmaker’s Journal, ACG’s monthly publication. ACG members may submit articles and columns for publication.

• Achieving Corporate Growth, ACG’s monthly e-newsletter.

• Merger Mogul, an e-newsletter from Source Media that provides expert commentary, analysis and news on corporate and private equity-backed mergers and acquisitions, focusing primarily on middle market deals, people and transactions.

Become a member today to gain access to the above benefits and more:

• Attend ACG LA’s monthly events at a large discount from the non-member rate.

• Attend ACG LA’s Annual Conference on September 11-12, 2012 a $150 savings.

As a reminder, any ACG members who refer a new member to our chapter, will receive free admission to one of our monthly chapter meetings. For more details, please contact Christyne Buteyn or Ari Nadelman, our VP of Membership.

Driving Middle Market Growth in Los Angeles

2012 ACG LA DIRECTORS & OFFICERS

UPCOMING EVENTS

Andrew Apfelberg - ChairmanGreenberg [email protected] Brown - Past ChairmanGE [email protected] Cleary - SecretaryDykema [email protected] Doran - [email protected] Gurrola - VP ProgramsBDO [email protected] Lee - VP AwardsK & L [email protected] Nadelman - VP MembershipLionfish Advisors, [email protected] Patrick - VP CommunicationsGallagher Equity [email protected] 818.539.1421 Gary Rabishaw - VP SponsorshipIntrepid Investment [email protected] 310.478.9000Lewis Stanton - VP Corp Exec ForumStanton [email protected] Moon - VP Private EquityDuff & Phelps [email protected] 310.689.0070Amy Oswick - VP Women of [email protected] (310) 904.9819

Chris Hebble - VP ACG CupCerberus [email protected]

DIRECTORS AT LARGEJohn [email protected] 213.955.8180Tom HayesPNC Business [email protected] KleinSheppard [email protected] KolbrennerHoulihan Lokey [email protected] [email protected] ShanleyDuff & [email protected] Westhafer PNC Business [email protected]

Bill Webster - Chief Executive Officer [email protected] Buteyn - Chapter Executive [email protected] Dallas - Chapter Administrator [email protected]

May 1, 2012 - 2nd Annual Awards EventEvening Event at the Disney Concert Hall, Downtown Los AngelesMay 16, 2012 - Rush Hour NetworkingRush Street in Downtown Culver CityJune 20, 2012 - State of Private EquityEvening Event at CA Club, Downtown LA

ACG LA April Program

Documents

Transcript of ACG LA April Program