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Upcoming Seminars Homestudy Courses General Information

7th Annual Northwest

Private Equity

October 21, 2010 -- Seattle, WA

Overview

Agenda

Faculty

Credits

Fees

Location

Brochure

Register

Overview



Order Today and get a 50% discount.
Downloadable content must be viewed by October 21, 2011.


Program Co-Chairs David C. Clarke of Perkins Coie LLP and Jeffrey S. Tarbell, ASA, CFA of Houlihan Lokey have assembled some of the best and brightest Private Equity professionals to discuss the many intricacies of this important topic. This seminar features a Keynote Address by Euan C. Menzies, and John C. Morrow of Vertafore.

Featuring speakers from these Top Firms:

  • Davis Wright Tremaine LLP
  • DLA Piper US LLP
  • Endeavour Capital Inc.
  • Evergreen Pacific Partners
  • Houlihan Lokey
  • K&L Gates LLP
  • Perkins Coie LLP
  • PNC Business Credit
  • RSM McGladrey
  • Vertafore
Thank you to the Seminar Sponsor Puget Sound Venture Club


Seminar Sponsor:






  On Demand
   This seminar is available via On Demand,
which will allow you to view the recording from computer.   
                         Please read the System Requirements for the On Demand prior to ordering.                         
This Program will NOT currently work on a MAC.
There was a recent update to the media player and it is not compatible to the MAC.
Microsoft is working to fix this problem.

This seminar must be downloaded and viewed before it expires on October 21, 2011
If you have questions call 800-574-4852 or send an email to info@theseminargroup.net 



Credits: See the credit section for full information
WA CLE – 6.75 MCLE Credits
OR CLE – 7.0 General CLE Credits
CA CLE – 6.75 General CLE Credits

Who Should Attend:
Attorneys
In-house Counsel
Investors
Lenders
CEOs & CFOs
Financial Planners
Accountants
Anyone Involved in Public and Private Investments in







Agenda

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Thursday, Oct. 21, 2010
9:00Introduction and Overview
Perkins Coie LLP
Director
Houlihan Lokey
9:10Market Update
Current State of Middle Market Private Equity; Where Are We Relative to 2009, and Where Are We Headed?
Houlihan Lokey
Director
Houlihan Lokey
10:00Anatomy of a Private Equity Deal - 2010/11
How Do Middle Market Deals Work; Latest Developments in Deal Terms and Structures; Key Issues for Buyers and Sellers
K&L Gates LLP
Davis Wright Tremaine LLP
11:00Break
11:15Keynote Presentation
CEO’s Perspective on the Relationship between Management and the Fund Sponsor, Governance, Economics, Incentive Compensation, and Managing through the Exit
Vertafore
Vertafore
12:00Lunch (on your own)
1:00Private Equity Investor’s Perspective
Fund Sponsor Perspective on Deal Flow, Valuations, Exits and Dealing with Lenders to Troubled Companies The Emergence of Growth Equity Minority, Equity Investing
Evergreen Pacific Partners
Endeavor Capital Fund
2:00Lender Perspective: Financing in a Difficult Market
State of the Credit Markets; New Developments in Terms and Pricing
Senior VP, Asset Based Lending Group
Key Bank, Inc.
Endeavour Structured Equity and Mezzanine Fund
2:45Break
3:00Accounting Developments Affecting Private Equity
Update on New Accounting Developments and Their Impact on Private Equity Deals
Director of Tax Services
RSM McGladrey
RSM McGladrey
3:45Legal and Regulatory Updates
Delaware Law Developments; Federal Tax Law Developments Affecting Private Equity
DLA Piper US LLP
Perkins Coie LLP
4:45Questions and Answers
5:00Adjorn






Faculty

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David C. Clarke, Program Co-Chair, a partner at Perkins Coie LLP. His practice focuses on startup and high growth companies, public companies, venture capital and private equity funds. He handles transactions including mergers and acquisitions, venture capital and angel financings, private equity investments, public equity and debt offerings, recapitalizations, restructurings, spin-offs and joint ventures.

Jeffrey S. Tarbell, Program Co-Chair, is a Director in the Financial Advisory Services (FAS) practice of Houlihan Lokey. He has more than two decades of experience providing valuation and financial opinions to private and publicly traded companies. He is a member of the firm’s Technical Standards Committee and the head of the firm’s Estate and Gift Tax Valuation practice.

Asher B. Bearman is an attorney with DLA Piper US LLP. His practice focuses on financing and securities transactions for private corporations, limited liability companies, and venture capital and private equity funds.

Glenn S. Burroughs is Senior Vice President with Key Bank. He is responsible for all new asset based loan origination in the Pacific Northwest and Alaska. He joined Key Bank’s Asset Based Lending Group in May 2011 after almost 10 years with PNC Business Credits, and six years with National Bank of Canada, acquired by PNC.

Stephan H. Coonrod is a partner at K&L Gates LLP. He has a domestic and international business practice centering on acquisitions, private equity, venture capital and other equity investments, and trans-border transactions.

David T. Dandel is a Senior Vice President with Evergreen Pacific Partners. His focus is to work with businesses to originate and execute transactions that provide liquidity for business owners or capital for business growth.

Brian J. Eiting, a partner at Perkins Coie LLP in the firm’s Business practice, focuses his practice in the areas of mergers and acquisitions, corporate governance, securities regulation, and emerging companies.

Euan C. Menzies, Keynote Speaker, is president and chief executive officer and a member of the Board of Directors of Vertafore. Mr. Menzies joined Vertafore as president and chief operating officer in September 2000 and has been chief executive officer since May 2001.

David C. Misch is a Director in Houlihan Lokey’s Los Angeles office, where his primary responsibilities as part of the firm’s Financial Sponsors Coverage Group include providing investment banking, valuation and financial opinion services to private equity firms and professional investors.

John C. Morrow, Keynote Speaker, is GC at Vertafore.

Aaron S. Richmond joined Endeavor Capital Fund in 1996 and is a Managing Director. Since that time, he has worked with companies in the marine transportation, retail, food, distribution and business services industries. He currently serves on the boards of Columbus Foods, Little Red Services, National Frozen Foods, Nor-Cal Products, Inc., Northland Transportation Company, Tidewater Holdings and Vigor Industrial.

Joseph D. Weinstein is a partner in the Seattle office of Davis Wright Tremaine LLP, and is chair of both the firm’s executive committee and business transactions group. He represents companies in corporate structuring, mergers and acquisitions, divestitures and other business transactions. He has substantial experience in the representation of family or closely held businesses, private equity funds and food-related industries.

Roger A. Wilkins is the Director of Tax Services for RSM McGladrey. He is experienced in federal income tax consulting, planning and compliance for middle to large sized businesses and individuals. He also has expertise in tax accounting issues, mergers and acquisitions, structuring, FAS 109 and FIN 48.

Steven R. Wilkins is Managing Director and Co-Founder of Endeavour Structured Equity and Mezzanine Fund (SEAM). Prior to this, he was Senior Vice President and Team Leader for GE Commercial Finance in the West Region and was responsible for the startup and development of GE’s corporate finance business in the Pacific Northwest and Intermountain states.

Dana Williams is a managing director for RSM McGladrey with the national transaction support services practice. As the Transaction Support Serfices leader in California, Williams provides assistance to private equity groups, strategic buyers and clients with mergers and acquisitions, including buy and sell-side due diligence along with working capital assistance.







Credits

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This seminar is approved for the following credits

WA MCLE
6.75 General CLE Credits

This program is approved with the Washington State Bar Association for 6.75 Washington MCLE Self-Study Credit.

OR CLE
This course is approved by the Oregon State Bar for 7.0 General CLE Credits. - The Seminar Group is an Accredited Sponsor.

CA CLE
The Seminar Group is an approved State Bar of California MCLE provider #10734. The Seminar Group certifies that this activity has been approved for MCLE credit by the State Bar of California for 6.75 General CLE Credits.

Accountants
This course may qualify for CPE credits. Please check with your state board's requirements.

If this seminar has not been approved for the credits you require, let us know and we will look into it for you.

Information on Continuing Education Credits







Fees

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Attorney $595.00
 
2 or more $570.00
 
Government / Non-Profit $495.00
 
New Associate $460.00
 
Other Professionals $460.00
 
Student $347.00
 
Printed Materials $89.00
 
DVD Homestudy $302.00
 
CD Homestudy $302.00
 
Materials Download $77.00
 
On Demand - All Sessions $297.00
 
On Demand Session 1 $50.00
 
On Demand Session 2 $50.00
 
On Demand Session 3 $38.00
 
On Demand Session 4 $50.00
 
On Demand Session 5 $38.00
 
On Demand Session 6 $38.00
 
On Demand Session 7 $63.00
 

Fee Description

Cancellation Policy

We will refund your tuition less a $50 cancellation charge if we receive your cancellation by 10/15/2010.







Location

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This seminar is being held at:
 
Grand Hyatt Seattle
721 Pine Street
Seattle, WA 98101
Phone: 206-774-1234
 
A courtesy block of guest rooms has been set aside at a reduced rate until Sept. 20, 2010. Please call the hotel for directions or reservations and ask for “The Seminar Group” group rate.
Get directions to seminar location.






Brochure

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Download brochure to get a printable version of all seminar information.







Register

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Register now.

Click here for more information regarding registration.


















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