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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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