Women Capital Providers Luncheon

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June 27, 2011 • The Four Seasons 4th Annual ACG LA Women Capital Providers Luncheon

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ACG LA 4th Annual Women Capital Providers Luncheon

Transcript of Women Capital Providers Luncheon

Page 1: Women Capital Providers Luncheon

June 27, 2011 • The Four Seasons

4th Annual ACG LAWomen Capital Providers Luncheon

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Kelly M. Williams Credit Suisse

Kelly Williams is a managing director and the group head of the Credit Suisse Customized Fund Investment Group, a market leader in the devel-opment and management of customized private Equity, real estate and infrastructure programs with approximately $26 billion in client commit-ments under management. Previously Williams was an executive director with Prudential’s private equity group which she co-founded in 1999. Prior to joining Prudential, she was an associate with Milbank, Tweed, Hadley and McCloy.

Williams has served as a mentor to fellows of the Robert Toigo Foundation since 2006. She was elected to the YWCA Academy of Women Leaders in 2007 and is the founding board chair of the Private Equity Women Investor Network. In addition, she is chair of the LP Advisory Board for the Sponsors for Educational Opportunity Program and serves on the boards of several other organizations including the Council of Urban Professionals and the Board of Trustees at Union College. Williams holds a B.A in political science and mathematics from Union College and a J.D. from New York University School of Law.

TODAY’S SPEAKER

TODAY’S EVENT PROGRAM CHAIRS

WOMEN IN GROWTH INVESTING COMMITTEE

Ivelisse Rodriguez SimonVice PresidentAvante Mezzanine Partners

Dora SzalontaWilliam and Henry Associates

Darcy Wilson-JonesPartnerMcGladrey & Pullen

Amy Oswick Lockton Insurance Brokers

Lisa Leight Stanton Associates

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TODAY’S SPONSORS

Relativity Capital with offices in Arlington, VA, New York, NY, and Bloomington Hills, MI, provides private equity capital to companies throughout all stages of the business cycle. Relativity seeks to invest in the aerospace/defense, industrials, and business and healthcare services sectors. Relativity’s key investment initiative is to drive operational excellence in part-nership with management. The firm’s founders, Leslie L. Armitage and Joyce Johnson-Miller, bring over three decades of private equity experience, most of which comes through senior positions at The Carlyle Group and Cerberus Capital Management, L.P.

Houlihan Lokey is an international invest-ment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. Houlihan Lokey has 14 offices and more than 800 employees in the United States, Europe and Asia. The firm serves more than 1,000 clients each year, ranging from closely held companies to Global 500 corporations.

TSG Consumer Partners is a middle-market private equity firm focused exclusively on investing in branded consumer companies. With over $1.4 billion in equity capital under management, TSG has invested in over 50 brands and has built a team of investment professionals with extensive consumer experience. TSG seeks investments in the branded food, beverage, health & beauty, auto care, household, pet care, and consumer services categories. TSG invests in both minority and control transactions.

For over 100 years, Kirkland & Ellis has served its clients around the world in complex corporate, tax, litigation, intellectual property, restructuring and counseling matters. Currently, over 250 of its 1,600 lawyers practice almost exclusively in the area of private equity, resulting in one of the largest and most active private equity legal practices in the world. Kirkland provides innovative strategies to private equity funds and their financing sources in areas ranging from fund formation to structuring complex acquisitions, financings and dispositions of portfolio companies.

McGladrey is the brand under which RSM McGladrey, Inc., and McGladrey & Pullen, LLP, serve clients’ business needs. Together, they rank as the fifth largest U.S. provider of assurance, tax and consulting services, with 7,000 professionals and associates in nearly 90 offices.

McGladrey is dedicated to serving the middle market private equity firms and their portfolio companies with integrated transaction advisory, tax, audit, consulting and investment banking services. Their clients benefit from a single-point-of-contact service model and teams that operate as strategic partners though out the private equity lifecycle.

McGladrey’s California practice consists of approximately 500 professionals in five offices: Orange County, Los Angeles,

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Diverse women-led teams deliver better business results. For the past 20 years, that’s why Toigo has been committed to change the face of fi nance by attracting more historically under represented talent to the industry. We select the best minority MBA talent as Fellows—and that’s just the start. Toigo supports its 800+ Fellows and Alumni with career guidance, leadership development and job placement assistance. We’re advocates for change and help fi nance fi rms create workplaces where minority women can thrive.

Today, Toigo Alumni own and operate their own investment fi rms, serve as investment offi cers of major pension plans, and work at all levels of leadership in private equity, venture capital, real estate and hedge. The power of the Toigo network is unmatched.

Changing the Face of FinanceLeaders at Every Level

Get to know Toigo and its talent—the return is exceptional.

www.toigofoundation.org

abouT aCG

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 53 chapters in North America and Europe, with 12,000

members from corporations, private equity, finance, and professional

service firms.

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

ToIGo ANGELS

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ABOUT ACG

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, worldclass 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 53 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.

Driving Middle Market Growth

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MEMBER BENEFITS

• 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 20-21, 2011 at 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.

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SpeakerS will include:

SponSored by: pepperdine private capital marketS project | Supported by: nawbo-la

a c G l o S a n G e l e S

g r o w t h s t r at e g i e s | M & a | f i n a n c e

Business conference

September 20 – 21, 2011 | Beverly hilton Hotel

presented by

2011

Sponsorship opportunities:

Mina trujillo 310.444.9065 | email: [email protected]

“early Bird” registration through July 31st. register at www.acglaconference.com

the Nation’s premier deal flow & Business conference

woMen’s foruM | tueSday, septeMBer 20, 11 a.m. to 1:00 p.m.

In Parterneship with

corporate executive aNd Business owner trackWedNeSday, septeMBer 21 | 10 a.m. to 12:00 p.m.

arIaNNa huffingtonPresident and Editor-in-Chief of

The Huffington Post Media Group

laWreNce H. suMMersDirector, White House National Economic

Council for President Barack Obama, 2009-2010

peter guBerChairman and CEO,

Mandalay Entertainment Group

joe torreLegendary Baseball Manager & EVP of Major League Baseball

HeNrIk fiskerCo-founder, CEO and

Executive Design Director,

Harry MarkopolosMadoff Whistleblower

kevIN freiBergBest Selling Author and Entrepreneur

new conferencesessions in 2011

Julia gouw, President and Chief Operating Officer,

East West Bank

linda a. livingstone, ph.d., Dean and Professor of Management at Pepperdine University’s Graziadio School of Business and Management

Julie schoenfeld, President and CEO of Perfect Market, Inc., an

IdeaLab Company

tracy young, Los Angeles news anchor at CNN Headline News Local Edition is our Moderator

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2011 ACG LA DIRECTORS & OFFICERS

UPCOMING EVENTS

Chairman & President: Jason BrownGE Capital213.615.2116

Past President: Scott KolbrennerHoulihan Lokey310.712.6524

Secretary: Tom ClearySNR Denton213.892.5080

Treasurer: Bob PearlmanBDO USA, LLP310.557.8228

VP Programs: Suzie DoranSingerLewak LLP310.477.3924

VP Awards: Paul GurrolaBDO USA, LLP310.203.1208

VP Membership: Ari NadelmanLionfish Advisors, LLC310.396.8000

VP Communications: Dianne PrustWells Fargo Private Bank310.426.3849

VP Sponsorship: Andrew ApfelbergRutter Hobbs & Davidoff310.286.1700

VP Corp Exec Forum: Lewis StantonStanton Associates LLC818.752.6500

Chief Executive Officer: Bill Webster310.245.5942 • bill@acgla

VP Private Equity: Steve MoonDuff & Phelps Securities310.689.0070

VP Research & Dev.: Chris HebbleCerberus California, Inc.310.903.5016

VP WIGI: Ivelisse SimonAvante Mezzanine Partners310.667.9243

VP ACG Cup: Gary RabishawIntrepid Investment Bankers310.478.9000

DIRECTORS AT LARGEMarc DeneenPNC Business Credit818.752.6196

Tom HayesPNC Business Credit818.752.6104

Eric KleinSheppard Mullin310.228.3728

Rahul MeraniDLC310.895.7000

Doug SchreierACG At Large310.892.4972

Alain RothsteinVicente Capital Partners310.426.9710

Chapter Executive: Christyne Buteyn310.426.9710 • [email protected]

July 20, 2011 - Investment Banking Panel5:30 – 9:00 pm – California ClubDowntown Los Angeles

August 17, 2011 - A Taste of Summer5:30 – 9:00 pm – Shutters on the BeachSanta Monica beach Members Only