Women Capital Providers Luncheon
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Transcript of Women Capital Providers Luncheon
June 27, 2011 • The Four Seasons
4th Annual ACG LAWomen Capital Providers Luncheon
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
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,
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
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
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.
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
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