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Private Equity CFO Conference Bank of America Merrill Lynch

VIEWS: 43 PAGES: 4

									2011 Private Equity                                                                                 September 21 - 23, 2011
                                                                                                    Montage | Laguna Beach

     CFO Conference
     THE MERRILL LYNCH VENTURE SERVICES GROUP




Wednesday, September 21st
6:00 PM               Welcome Reception and Dinner
                      Seaview & Pacific Lawns



Thursday, September 22nd
6:00 – 6:45 AM        Optional Morning Workout:
                      Beach Bootcamp
                      You will be sure to enjoy this invigorating Bootcamp style workout at the ocean’s edge. We will begin our
                      journey in the foyer of Spa Montage. Sign up for this event when you register on-site at the conference.

7:30 AM               Breakfast
                      Gallery Ballroom Foyer

7:30 AM – 8:15 AM     Optional Breakfast Session
                      Spotlight on China: A detailed update on current tax and legal issues facing VC/PE investors
                      and their portfolio companies in the region
                      Gallery Ballroom
                      Presenters: Jordan Silber, Partner, Cooley LLP; John Gu, China Tax Partner Hong Kong, KPMG; and
                      Liping Fan, Chief Financial Officer, Steamboat Ventures;

8:30 AM               Opening Remarks
                      Grand Ballroom I & II
                      Tony Grosso, Senior Resident Director, Merrill Lynch Venture Services Group

8:45 AM               Presentation:
                      Macro Economic Outlook
                      Grand Ballroom I & II
                      Jonathan Carlson, Managing Director and Head of Portfolio Management, Separate Accounts,
                      Bank of America Merrill Lynch

9:20 AM               Presentation:
                      The Latest in Tax Legislation – Implications of the evolving regulatory environment,
                      operational best practices, and other timely tax matters
                      Grand Ballroom I & II
                      Presenters: Matthew S. Belcher and Glenn E. Mincey, Private Equity and M&A Tax Practices Principals,
                      and Peter Widmann, Federal Tax Practice Partner, KPMG

                                                                                                                     (continued)




                                      Merrill Lynch Venture Services Group | San Francisco | Boston | Hong Kong | Paris
10:00 AM    Panel Discussion:
            Seeking Alternative Liquidity Options – Examining the pros and cons of the various avenues
            available to private companies seeking financing or founder liquidity
            Grand Ballroom I & II
            Hosted by: Dan Primack, Senior Editor, Fortune
            Panelists: Johnny Williams, Managing Director, Bank of America Merrill Lynch Equity Capital Markets Group,
            Mike Gridley, Managing Director, Industry Ventures, Chris Stedman, Head of Venture Capital
            Relationship Management, Silicon Valley Bank and Larry Marcus, Managing Director,
            Walden Venture Capital

10:40 AM    Coffee Break

10:50 AM    Panel:
            Shop Talk – Recent Tales and Lessons from the Field
            Grand Ballroom I & II
            Panelists: Shane Goudey, John Dado and Mark Tanoury, Partners, Cooley LLP

11:30 AM    Workshops:
            Two in depth sessions focused on the Advisers Act will run concurrently. Participants in each
            workshop will benefit from detailed information specific to their particular circumstances resulting
            from the most recent SEC Rulings under the Dodd-Frank Act.

            1. Exempt Reporting Adviser (ERA) Workshop:
               Grand Ballroom I & II
               Meeting the requirements of Venture Capital Funds who fall within the VCF Exemption –
               Shane Goudey and Aaron Velli, Partners, Cooley LLP
            2. Registered Investment Advisor (RIA) Workshop:
               Grand Ballroom III
               Looking beyond registration – SEC exams, compliance implementation & technology, etc. –
               Warren Roy, Chief Executive Officer, Global Relay, Tracey Straub, Vice President Strategy,
               Compliance11 and Terry Olson, Chief Operating Officer and CFO, THL Credit Group

12:15 PM    Lunch
            Ocean Lawn

Afternoon   Activities:
            Monarch Bay Golf Course – 12:45 PM Hotel Departure Time, 1:30 PM Shotgun
            Sailing Regatta – 1:15 PM Hotel Departure Time
            Iron Chef – 1:30 PM Start Time
            Visit to the Marine Center – 1:15 PM Hotel Departure Time
            The Spa Montage – Appointment times will be confirmed at registration

7:00 PM     Reception and Dinner
            Pacific Lawn

                                                                                                             (continued)




                            Merrill Lynch Venture Services Group | San Francisco | Boston | Hong Kong | Paris
Friday, September 23rd
6:00 – 6:45 AM      Optional Morning Workout:
                    Restorative/Revitalizing Yoga
                    This 45-minute session of stretching and poses promises to energize your body, calm your mind
                    and heighten awareness. We will meet at the Spa Montage. Sign up for this event when you register
                    on-site at the conference.

7:30 AM             Breakfast
                    Gallery Ballroom Foyer

7:30 AM – 8:15 AM   Optional Breakfast Session
                    A Primer on Brazil: Legal and regulatory considerations, where to invest, and how to develop
                    a PE/VC strategy for this emerging market
                    Gallery Ballroom
                    Presenters: Ryan Davis, Managing Director, Private Equity and International Tax Practices, KPMG LLP
                    and Luiz Eugenio Figueiredo, Vice President, Brazilian Association for Private Equity & Venture Capital
                    (ABVCAP), Luiz Maia, Managing Partner, Brookfield Brazil Capital Partners Fund and Cristiana Pereira,
                    Issuer Development Officer, BM&FBOVESPA

8:30 AM             Featured Speaker:
                    Paul Maeder, Co-Founder of Highland Capital Partners & Chairman of the National Venture Capital
                    Association (NVCA)
                    “Evolving Challenges & Opportunities in Venture Capital”
                    Grand Ballroom I & II

9:10 AM             CFO Roundtable: VC/PE CFO “Family” Feud
                    Grand Ballroom I & II
                    In this lively & interactive game show style session ‘contestant’ CFOs from Private Equity & Venture
                    Capital test their knowledge and that of the audience on issues relevant to today’s Finance Professionals.
                    Hosted by Bryan Costello, Chief Executive Officer, Costello & Sons Insurance and
                    Judy Tyler, Partner, Standish Management
                    Panelists: Jeremy Thatcher, Calera Capital, Greg Brackett, Caltius Capital Management and
                    Carol Pereira, Opus Capital Group, LLC

                                                                                                                     (continued)




                                    Merrill Lynch Venture Services Group | San Francisco | Boston | Hong Kong | Paris
9:50 AM                                     Small Group Breakout Sessions:
                                            Three discussion groups will run simultaneously during two 35 minute sessions with a
                                            10 minute coffee break between.

                                            1. Covering your assets; The Fund and its investments
                                               Gallery Ballroom I
                                               How the PE/VC CFO can influence management liability decisions for the firm and the PCs,
                                               claims triggering both policies and coordinating coverage.
                                               Mike Price, Senior Vice President, Arch Insurance, Bryan Costello, Chief Executive Officer,
                                               Costello & Sons Insurance and Mary Kayser, Partner, VMG
                                            2. Focus on Private Equity & Fund of Funds
                                               Gallery Ballroom II
                                               Matthew S. Belcher, Private Equity and M&A Tax Practices Principal and Kim Carpenter,
                                               Audit Partner, KPMG; Christine S. Foley, Senior Vice President, and Joe Wicklander,
                                               Director, Global Treasury & Liquidity Sales, Bank of America Merrill Lynch
                                            3. Security in Cyber Space – Getting focused & informed
                                               Grand Ballroom III
                                               Craig Froelich, Information Security Senior Vice President, Bank of America Merrill Lynch and
                                               Nick Shevelyov, Chief Security Officer, SVB Financial Group

11:10 AM                                    Presentation:
                                            Litigation Risks in Investing in New Business Models
                                            Grand Ballroom I & II
                                            Presenter: Michael Rhodes, Partner, Cooley LLP

11:40 AM                                    Panel Discussion:
                                            Tax & Audit Q&A Forum
                                            Grand Ballroom I & II
                                            Join Lightspeed Venture Partners’ CFO, Andrew Moley and KPMG Partners’, Joanne Gratiot, Maria
                                            Walker and Peter Widmann in an interactive session addressing audience prompted questions about
                                            financial reporting, audit processes, tax issues, and PE/VC Fund best practices.

12:30 PM                                    Lunch
                                            Studio Lawn

2:00 PM                                     Departures




                                                              Merrill Lynch Venture Services Group | San Francisco | Boston | Hong Kong | Paris

For internal use only - not for distribution to the public.

								
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