AGENDA

2024 MCGUIREWOODS INDEPENDENT SPONSOR CONFERENCE

October 15-16, 2024

Event Venue
Fairmont Dallas
1717 N. Akard St.
Dallas, TX 75201

Pre-conference – Monday, October 14

• 5 – 7 p.m. – Happy Hour at Katy Trail Ice House

Day One – Tuesday, October 15

• 7:30 a.m. – Registration Opens
• 8 a.m. – 4:30 p.m. – 1:1 Speed Networking
  • Beverages and light snacks will be provided throughout the day. Boxed lunches will be available at 12 p.m.
• 4 p.m. – Black Professionals in PE and Finance Reception
• 5 p.m. – Welcome Reception

Day Two – Wednesday, October 16

• 7:30 a.m. – Women in PE and Finance Breakfast
• 7:30 a.m. – Registration/Breakfast for all attendees 
• 8:30 a.m. – 12 p.m. – General session followed by breakout sessions
  • State of the Market and Future Outlook for the Independent Sponsor Segment of Private Equity
    • Amanda Fritz | Schroders Capital
    • Matt Kaufman | Validor Capital
    • Grant Kornman | Align Collaborate
    • Michael Shein | Chartwell Investments
    • Andy Wiegand | Peninsula Capital Partners
  • Deal-sourcing Approaches and Uncovering Value in a Competitive Market
    • Steve Lebowitz | Brand Velocity Group
    • Ernest Lyles | HiGro Group
    • Jay Reynolds | Gemspring Capital
    • Mark Tedford | Valley Ridge Investment Partners
    • Peter Roushdy | Sound Growth Partners
  • Strategies to Boost an Underperforming Investment
    • John Darguzas | Merit Capital Partners
    • Shaun Gordon | Astria Elevate
    • Kyle Reesing | Vegvisir Capital
    • Jonathan Saltzman | Torque Capital Group
    • Sam Snyder | Greyrock Capital Group
  • The Debt Market for Sponsor-led M&A: Selecting and Maximizing the Right Debt Financing Solutions
    • Pooneet Goel | Columbia River Partners
    • Patrick Dalton | FrontWell Capital Partners
    • Joe Rodgers | Source Capital
    • Omair Sarwar | GearBox Capital 
    • Brian Yoon | Corbel Capital Partners
  • Considerations and Best Practices for Deal-by-Deal as a Pre-fund Strategy 
    • Chris Faux | Caymus Equity
    • Rob Nagle | HighVista Strategies
    • Brendon Parry | TIFF Investment Management
    • Matt Evans | Pacenote Capital
    • Azhar Quader | Queens Court Capital Management
  • How to Identify the Right Equity Partners and Ensure a Common Vision From Acquisition Closing to Exit
    • Cy Barton | Revelstoke Capital Partners
    • Michael Drai | Rising Point Capital
    • Josh Kowitt | Emko Capital
    • Philip O’Brien | Texas Municipal Retirement System
    • Franklin Staley | Exeter Street Capital Partners
  • Best Practices for Implementing a Buy-and-Build Strategy
    • Mike Becker | Plexus Capital
    • Thomas Ince | LP First Capital
    • Jonny Miller | Platt Park Capital Partners
    • Laura Shen | Headway Capital Partners
    • Pete Villhard | ArchStar Capital
  • NEW – Breakout Sessions
    • Networking opportunity for sponsors and capital providers located outside the United States or engaging in international and cross-border transactions.
    • Networking opportunity for sponsors interested in partnering with other sponsors.
• 12 p.m. – Lunch for all attendees
• 1:30 – 4:30 p.m. – 1:1 Speed Networking
• 4 p.m. – Lenders Reception (Invitation only)
• 4:30 p.m. – Closing Reception