REGISTER NOW! • 800-528-3296 About RFDC Who Should Attend?

NOVEMBER 8–10, 2021 • THE BELLAGIO • LAS VEGAS

• Network with lenders and investors.

• Buy and sell restaurants and real estate.

• Outstanding educational program.

• Continuing education credits, valuable contacts, and more!

The Restaurant Finance Monitor’s annual Restaurant owners, operators, executives Restaurant Finance & Development Conference and board members of multi-unit restaurant is the restaurant industry’s premier financial event companies—public, private, franchised, non- for restaurant company owners, operators and franchised and independent restaurant groups financial executives. While last year’s conference send multiple representatives to the conference was held virtually due to the pandemic, this year each year. Also invited are lenders, investment we’re excited to be live again at the Bellagio from bankers, real estate developers, accountants, November 8-10, 2021. attorneys, private and public equity investors, , consultants, family offices, and other firms with RFDC is all about the business side of the investments in the restaurant industry. restaurant business and an opportunity to get “up to speed” with what’s happening in the restaurant business and the capital markets. Attendees gain key insight by attending expert educational RFDC Finance & sessions covering a wide variety of financial, economic, accounting, technology, strategy and Development Mall restaurant operations topics. Attendees to RFDC have the opportunity to meet with representatives of banks, finance companies, In addition to an excellent educational forum, investment banks, private equity firms, merger and attendees have the opportunity to meet with acquisition specialists, private investors, real estate a wide variety of financial sources during the developers, sale-leaseback providers, consultants, Most importantly, attendees can conference. business brokers and other financial intermediaries measure their business results with their peers and to find financing, buy or sell restaurant businesses build important relationships that pay dividends in and real estate, or locate new concepts or existing the future. business opportunities. A variety of financing and We hope you will travel to Las Vegas for the deal sources are on hand. conference this year. By November, anyone who wishes to get vaccinated will have that opportunity. For many of you, it might be your first business trip Time is Money since March 2020, and we want to make sure it is a Meetings are typically arranged in advance or successful and safe one for you. by visiting the Finance & Development Mall Meeting room capacity restrictions at Las Vegas during the conference. If you prefer, we’ll help hotels are lifted, but that doesn’t mean we won’t with introductions or set up one-on-one meetings be taking precautions. We have a large amount for you. Consider RFDC a most efficient use of of convention space contracted at the Bellagio your time! The conference allows attendees to and will provide plenty of networking space, some accomplish a year’s worth of travel and financial outdoor dining options and larger session rooms. meetings in just three days!

The conference will adhere to the Clark County’s COVID-19 health and safety protocols. Also, remote check-in and keyless hotel room entry will be available.

www.restfinance.com • 800-528-3296 MONDAY, NOVEMBER 8 WEDNESDAY, NOVEMBER 10 12:15 p.m.—1:45 p.m. 7:30 a.m.—9:00 a.m. Pre-Conference Workshops “Plan for Success” Breakfast

2:00 p.m. 9:10 a.m.—12:00 p.m. Opening General Session Specialty Workshops

• Scott Gottlieb, M.D., Former Commissioner RFDC concludes at 12:00 p.m. of the Food and Drug Administration Operators are invited to stay for the Food • One-on-One with G.J. Hart, CEO, Torchy’s On Demand Conference – please register in Tacos advance. • Jon Taffer, Star of Paramount Network’s Bar Rescue KEYNOTE SPEAKERS 4:00 p.m.—7:00 p.m. Finance & Development Mall & Dealmakers Reception Scott Gottlieb, M.D., American Physician TUESDAY, NOVEMBER 9 and Former FDA 7:00 a.m.—8:00 a.m. Commissioner Opening Breakfast

8:00 a.m.—12:00 p.m. Dr. Gottlieb is an American physician who served as the 23rd Commissioner of the U.S. General Session & Specialty Workshops Food and Drug Administration. He is a resident fellow at the American Enterprise Institute, a • A Conversation with Paul Brown, Inspire member of Pfizer’s board, a contributor to CNBC Brands CEO and a partner at the venture capital firm, New Enterprise Associates. • Anthony Scaramucci, Investor and Founder, SkyBridge Capital • Rich Karlgaard, Publisher and Futurist, Jon Taffer, Star of the Forbes Media Paramount Network’s 12:00 p.m.—1:30 p.m. Bar Rescue Networking Luncheon Held Throughout the Bellagio Complex

1:30 p.m.—4:30 p.m. Jon Taffer is an award-winning hospitality expert, entrepreneur and thought leader with Specialty Workshops nearly 40 years of success in the hospitality industry. Best known as executive producer and 2:30 p.m.—7:00 p.m. star of Paramount Network’s #1 rated show, Finance & Development Mall & Dealmakers Bar Rescue, Taffer has also launched his own innovative, full-service restaurant franchise Reception concept, Taffer’s Tavern.

www.restfinance.com • 800-528-3296 Anthony Scaramucci Rich Karlgaard is one of Though perhaps best-known the most influential and for his short tenure as White respected forecasters on House communications technology, economics, and director, he is a successful the politcal and business investor, entrepreneur, world. In addition to writing lawyer, author and crypto serveral books, Rich is a bull. Anthony co-founded 28-year Forbes veteran and both the investment an advisory board member partnership Oscar Capital for one of the world’s Management in 1996 as well top artificial intelligence as the global investment firm companies. SkyBridge Capital in 2005. Anthony Scaramucci Rich Karlgaard Founder Publisher & Futurist Skybridge Capital Forbes Media

Victor Calanog, PH.D Kate Jaspon Tim Mullany Fabio Viviani Kristy Chipman Head of CRE Economics CFO CFO Owner & Executive Chef CFO Moody’s Analytics Inspire Brands Jack in the Box Fabio Viviani Hospitality Ruth’s Hospitality Group Group

Cristin O’Hara Meghan Hinds Thomas Hung Armando Pedroza Nick Cole Managing Director Managing Director Managing Director Managing Director Managing Director Bank of America Wells Fargo Restaurant First Horizon Restaurant Citizens Bank MUFG Restaurant Finance Finance Finance

Rahul Aggarwal Shauna Smith Chris Johnson Kara Nordstrom Rich Krumholz Partner CEO CEO CEO Managing Partner Brentwood Associates Savory Restaurant Fund Rackson Restaurants Sailormen Delight Restaurant (Burger King Franchisee) (Burger King, Popeyes, Group Taco Bell Franchisee) (Wendy’s Franchisee)

www.restfinance.com • 800-528-3296 Paul Brown serves as G.J. Hart is a highly co-founder and CEO of respected industry Inspire Brands, a multi- leader with 36 years of brand restaurant company foodservice operations whose portfolio includes and management nearly 32,000 Arby’s, experience with a track Baskin-Robbins, Buffalo record of growing casual Wild Wings, Dunkin’, Jimmy and fast-casual dining John’s, Rusty Taco, and concepts. Prior to joining SONIC Drive-In restaurants Torchy’s, he served worldwide. as executive chairman and CEO of California Pizza Kitchen and Texas Paul Brown G.J. Hart Roadhouse. CEO CEO Inspire Brands Torchy’s Tacos

Dennis McKinley Aaron Noveshen Ericka Garza Andy Pforzheimer Dusty Profumo Co-Founder CEO, Starbird & President CEO EVP & CFO CRU Hemp Lounge Founder & Chairman, Au Bon Pain Tastemaker Acquisition Church’s Chicken The Culinary Edge Corp.

Ali Dhanani Ashish Seth Julio Ramirez Guillermo Perales Mandy Shaw President Managing Director CEO CEO, Sun Holdings President & CEO HAZA Foods Arlington Capital BurgerFi (Arby’s, Burger King, Blaze Pizza (Wendy’s, Taco Bell Advisors Popeyes Franchisee) Franchisee)

Houson Striggow Barry Dubin Andy Howard Rahul Kulkarni Jason Westhoff Co-Founder/CDO Chief Strategy Officer President & CEO CFO, Chaac Foods President SusieCakes KBP Investments Huey Magoo’s Chicken (Applebees, Bojangles, Cousins Subs (KFC, Taco Bell Tenders Pizza Hut Franchisee) Franchisee)

www.restfinance.com • 800-528-3296 Update on the Global COVID-19 Pandemic and M&A Forum: The 2022 Outlook for Capital, What to Expect in 2022 Valuations and Deal Flow Scott Gottlieb, M.D., American Physician and Chris Innes, Vice President, Capital One Former FDA Commissioner Brett Bishov, Managing Partner, Capital Insight Mark Wasilefsky, Head of Restaurant & Franchise Get Ready for a 2022 Restaurant and Bar Finance, TD Bank Boom! Greg Grambling, Managing Director, PJ Solomon Jon Taffer, Star of Paramount Network’s Bar Rescue; Founder of Taffer’s Tavern What’s Next for Commercial Real Estate? Dennis Monroe, Chair, Monroe Moxness Berg Business, Economics, Stocks, Cryptocurrencies, Bill Lenehan, President & CEO, Four Corners Politics and More! Real Estate (FCPT) Anthony Scaramucci, Founder, SkyBridge Capital Victor Calanog, PhD, Head of Commercial Real Estate Economics, Moody’s Analytics Real Time Insights on the U.S. and Global Glen Kunofsky, Founder & President, STNL Economy, the Biden Administration and the Advisors Business Trends Emerging from COVID-19 Rich Karlgaard, Publisher and Futurist, Forbes Alternatives to Traditional Bank Lending Media Bob Bielinski, Managing Director, AB Private Credit Investors A Conversation with Inspire Brands Barry Dubin, Chief Strategy Officer, KBP CEO Paul Brown Investments Paul Brown, CEO, Inspire Brands Matthew Pilla, Senior Managing Director, John Hamburger, Restaurant Finance Monitor Guggenheim Securities

The Kaleidoscope of Culture, Human Capital Emerging Brands: Financing Options When and Building an Iconic Brand There’s Growth on the Plate G.J. Hart, CEO, Torchy’s Tacos Shauna Smith, CEO, Savory Restaurant Fund Alice Elliot, CEO, The Elliot Group Ashish Seth, Managing Director, Arlington Capital Rahul Aggarwal, Partner, Brentwood Associates FINANCE Jessica Kates, Co-Founder & Managing Partner, CFO Forum—The Everchanging Role of the Rellevant Partners Restaurant CFO Michael Gottlieb, Partner, Ernst & Young Emerging Brands: More Funding Options Kate Jaspon, CFO, Inspire Brands Roger Lipton, President, Lipton Financial Services Tim Mullany, CFO, Jack in the Box Andy Weiderhorn, President & CEO, FAT Brands Kristy Chipman, CFO, Ruth’s Hospitality Group Julio Ramirez, CEO, BurgerFi Andy Howard, President & CEO, Huey Magoo’s Capital Markets Update: Senior Debt Mary Jo Larson, Restaurant Finance Monitor Franchise and Financing Strategies for Meghan Hinds, Managing Director, Wells Fargo Emerging Brands Restaurant Finance Beth Ewen, Senior Editor, Franchise Times Nick Cole, Managing Director, MUFG Restaurant Stratis Morfogen, Founder, Brooklyn Dumpling Finance Shop Thomas Hung, Managing Director, First Horizon Dennis McKinley, Co-Founder, CRU Hemp Bank, Restaurant Finance Lounge Cristin O’Hara, Managing Director, Bank of Adam Gertler, Chef, Dog Haus America Fabio Viviani, Owner & Executive Chef, Fabio Armando Pedroza, Managing Director, Citizens Viviani Hospitality Group Bank

www.restfinance.com • 800-528-3296 Black Swans, Inflation and the Accelerated The Evolving Digital Landscape in Restaurants Evolution of the Restaurant Industry From Back-Office Accounting Improvements Allan Hickok, Managing Director, Boston to Predictive Ordering Consulting Group Dana Zukofsky, Director, BDO Andy Barish, Managing Director, Jefferies Brent Erwin, CFO, Capriotti’s Fred LeFranc, CEO, Results thru Strategy Ericka Garza, President, Au Bon Pain Andy Pforzheimer, Co-Founder, Tastemaker Acquisition How to Build a Real Estate Driven Restaurant Company Managing to the Future: Lessons Learned Lewis Gelmon, President, Johnny Rockets From the COVID Pandemic and What’s Next Canada John Nicolopoulos, National Retail and Stephen Cohen, Attorney, Stephen Cohen, ESQ Restaurant Sector Leader, RSM US Houston Striggow, Co-Founder/CDO, Panel members to be named later SusieCakes Louis “Dusty” Profumo, EVP & CFO, Church’s Chicken Large Multi-Unit, Multi-Concept Franchisees— Things We Learned on the Road to Scale Michael Eagen, Managing Director, BMO Harris Driving Business Value Through Data—How to Bank Grow Your Data Analytics Capabilities Christopher Johnson, CEO, Rackson Restaurants Todd Bernhardt, Partner, Baker Tilly Ali Dhanani, President, HAZA Foods Dave DuVarney, Principal, Baker Tilly Rich Krumholtz, Co-President, Delight Restaurant Jason Westhoff, President, Cousins Subs Group Rahul Kulkarni, CFO, Chaac Foods Kara Nordstrom, CEO, Sailormen Dan Lawler, CFO, Front Burner Restaurants

From Franchisee to Brand Owner—Adventures An Auditor, Tax Accountant and CFO Walk in Concept Treasure Hunting Into a Bar (or Restaurant) Navin Nagrani, Principal, Hilco Global Keith Foster, Partner, BKD CPAs & Advisors Anand Gala, Managing Partner, Gala Capital Megan Adams, Audit Director, BKD CPAs & Partners Advisors Guillermo Perales, CEO/President, Sun Holdings Mike McDevitt, Partner, BKD CPAs & Advisors David Barr, Managing Director, Franworth Davy Parsons, Senior Manager, BKD CPAs & Al Bhakta, Founding Principal, CMG Companies Advisors Tabbassum Mumtaz, CEO, Ampex Brands Are You Paying Too Much in State Taxes? Franchisor Franchisee Conflict —Tips for How to Take Advantage of the New SALT Narrowing the Differences Workaround, Lower Your Restaurant’s Sales Ryan Palmer, Partner, Lathrop GPM Tax Exposure and Other State Planning Ideas Mark Dady, Partner, Dady & Garner Corinne Baughman, Tax Partner Restaurant Services, Moss Adams Bob Reynolds, SALT Practice Partner, Moss Changing the Game—How Brands Are Adams Innovating to Redefine an Entire Industry Glenn Walsh, SALT Practice Partner, Moss Adams Aaron Noveshen, CEO, Starbird & Founder & Chairman, The Culinary Edge Mandy Shaw, President & CEO, Blaze Pizza Charles Watson, CEO, Tropical Smoothie Additonal sessions to be named later

www.restfinance.com • 800-528-3296 4 TH ANNUAL

CONFERENCE | NOVEMBER 10-12, 2021 BELLAGIO HOTEL, LAS VEGAS

Immediately following RFDC Restaurant operators can request a complimentary ticket to attend the Food on Demand Conference at the Bellagio Hotel, November 10-12. The conference is dedicated to off- premises operations and the future of restaurants and foodservice in a world TUESDAY, NOVEMBER 10 of on-demand convenience. Conference attendees will attend high-level workshops and hear from industry experts covering a wide variety of delivery and off-premises-focused topics. They’ll hear directly from industry leaders to help guide and develop their off-premise programs, no matter their niche. Attendees will be able to meet with representatives from delivery providers, Faculty members from leading university hospitality programs have assembled four student teams to technology and mobile ordering compete at this year’s Restaurant Finance & suppliers, ghost kitchen and virtual Development Conference. After months of student restaurant providers, robotics and research and input from university faculty, the teams will present their best ideas for redesigning the mobility manufacturers, as well as other restaurant of the future. Teams will present to the restaurant service providers to help conference audience and questions will be asked restaurant operators drive sales and from a panel of expert judges. Find out what the next generation of restaurants will look like! grow their businesses.

Sponsored by: More information about the conference is available at www.foodondemandnews. com.

www.restfinance.com • 800-528-3296 CPE CREDITS FOR ACCOUNTANTS: The conference producer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. Conference Mobile App The mobile app is your ticket to connect with fellow attendees, plan your schedule, view conference materials and Earn Up to 14 CPE Credits arrange meetings with sponsors and exhibitors. Program Level: Basic Delivery Method: Group-Live Prerequisites: None Finance & Development Mall The Mall is a one-of-a-kind exhibit hall that Learning Objectives: offers you an opportunity to meet and make • Discover the types of lending programs available deals with multiple financing, development • Find accurate financial, economic and operating and technology sources. information • Network with lenders and dealmakers RFDC Dealmakers Lounge • Hear from national restaurant industry speakers The conference provides the best venue for one-on-one dealmaking. The Dealmakers • Recognize the economic forecast Lounge is a perfect place to conduct meetings, and even charge your phone! APPLYING FOR CPE CREDIT Attendees receive credit for each session they attend. RFDC Connect (Appointments) Conference staff will scan your name badge upon One-on-one appointments can be set up entry into the session. You must have your badge in advance. Our RFDC staff can assist you. scanned by an RFDC staff member in order to receive Email: [email protected] credit. No paper forms will be available.

Conference Manual BEWARE OF HOTEL SCAMS Every attendee is provided a valuable manual Be aware of hotel solicitation calls and the complete with finance contacts, speaker bios, the RFDC attendee list and more! You purported sale of conference attendee lists. may access it online or in the mobile app. Neither the Bellagio nor conference personnel will contact you directly to sell you a room for the conference. That is up to you to book directly. COVID Guaranty Also, RFDC provides an attendee list to all RFDC is excited to be hosting our live event. However, we are monitoring public health registered attendees, sponsors and exhibitors via recommendations regarding COVID19. its mobile app. We do not sell the attendee list to Should governmental authorities require third parties for resale. a Bellagio Hotel shut down due to the pandemic, RFDC will offer a full refund of your registration fee.

www.restfinance.com • 800-528-3296 GOLD SPONSORS

PREMIER SPONSORS

www.restfinance.com • 800-528-3296 FINANCE & REAL ESTATE SPONSORS

www.restfinance.com • 800-528-3296 FRANCHISE SPONSORS

PREMIER SPONSOR EVENT SPONSORS

www.restfinance.com • 800-528-3296 RESTAURANT INDUSTRY SPONSORS

FINANCE & REAL ESTATE EXHIBITORS • Advanced Restaurant Sales • EXP Commercial–Capital Connect • Retail Brokers Network

• Alpha Real Estate Advisors • First Franchise Capital • Sands Investment Group

• Ascentium Capital • FranBiz Network • Stan Johnson Company

• CRE Companies • Franchise Capital Solutions • Streetlight Ventures

• ESRP Advisory • InSite Real Estate • Trinity Capital, a division of Citizens • Essential Properties Realty Trust • Live Oak Bank Capital Markets

• Excess Space • Meridian Bank

www.restfinance.com • 800-528-3296 REGISTRATION INFORMATION Restaurant Operators: $795 Restaurant operators who register two or more attendees at the same time, from the same restaurant company before the October 29th cut-off date, the price per attendee is $695 each. Attendees that register under the restaurant operator category must own, be employed, or serve as a board member of a restaurant company and must be registered under the name of such restaurant company.

All Others: $1,295 The conference registration fee for all other HOTEL INFORMATION: attendees is $1,295 per person, before the cut-off date. $1,395 after the October 29th Bellagio Hotel cut-off date. 3600 S Las Vegas Blvd, Las Vegas NV 89109. The conference rate is $209 + $37 resort fee (before All registrations are subject to approval. the Friday, October 15, 2021 cut-off date).

Note: Early arrival and late departure rates differ from the quoted rate.

REGISTRATION INCLUDES: To reserve a room at the hotel you need to be Admittance to all conference sessions and financial registered and paid for the conference. Paid workshops. registrants will be given a conference code to make hotel reservations at the Bellagio Hotel. All conference sponsored meals–breakfasts, lunches, breaks and receptions—are included. Access to the Finance & Development Mall, Dealmakers Lounge and Private Meeting areas. Conference Policies: With written cancellation notice received by October Valuable conference materials containing speaker 29, 2021, you will receive a refund (credit card and lender profiles and workshop outlines. payments will be subject to a $50 administrative charge on cancellations). Cancellations after this date Conference mobile app – download and start are non-refundable. Notices of cancellation must be networking before the conference begins! received by the Restaurant Finance Monitor office by the October 29, 2021 deadline. RFDCconnect: We’ll help introduce you to other attendees to set up meetings in advance. Substitution of enrolled attendees is permitted. No Simply email your request and we’ll connect you. shows will not receive refunds. [email protected] For more information regarding administrative Continuing Education Credits in Accounting (CPE) policies such as complaint and refund, please contact our offices at (800) 528-3296. A one-year paid subscription to the Restaurant Finance Monitor. This represents a $495 value and includes back issues going back to 2015, and includes a subscription to Franchise Times. Conference Attire: The conference is business attire. Restaurant Operators attending RFDC can request a complimentary registration to the Food On Demand Conference being held at the HOW TO REGISTER: Bellagio on November 10-12, 2021. See details: See registration form on the back page or register https://foodondemandnews.com/food-on-demand- online at www.restfinance.com conference/november2021/

www.restfinance.com • 800-528-3296 RESTAURANT FINANCE & DEVELOPMENT CONFERENCE REGISTRATION

Restaurant Finance Monitor Register Online: 2808 Anthony Lane S., Minneapolis, MN 55418 www.restfinance.com Phone: (612) 767-3200 • Fax: (612) 767-3230 E-mail: [email protected]

Name Title Company Address City State Zip Phone Cell Number *E-mail: *(Required for pre-conference updates and to receive preliminary agenda)

REGISTRATION FEES q RESTAURANT OPERATORS: $795 per person Restaurant operators who register 2 or more attendees at the same time, from the same restaurant company, before the October 29th, the price per attendee is $695 each. (Registrations after October 29, 2021, the fee is $895 per person).

Attendees that register under the restaurant operator category must own, be employed, or serve as a board member of a restaurant company and must be registered under the name of such restaurant company.

q Franchisor q Franchisee q Independent Restaurant(s) Concept(s): q ALL OTHERS: $1,295 per person Registrations after October 29, 2021 the fee is $1,395 per person

q List what type of firm you work for (ie. lender, financial consultant, advisor, lawyer, accountant, M&A, real estate, private equity firm, etc. Please list what type: • If you are attending with a sponsor or exhibiting company, please call your corporate office to register at their contract rate. q CPE Credit (please send me details to apply for credits) q Please do not share my e-mail q Special Dietary needs:

PAYMENT q American Express q MasterCard q VISA q Discover

Number Exp

Name of cardholder (if different from above)

Signature of cardholder

Card billing address (if different from above) 3 or 4-digit security code

NOTE: Restaurant Finance Monitor reserves the right to approve all registrations. Only registered attendees will be admitted to the conference sessions, private meeting rooms, networking areas, meal functions and the Finance & Development Mall.

V3 Restaurant Finance Monitor 2808 Anthony Lane South Minneapolis, MN 55418

Attend the Restaurant Dealmaker’s Event! November 8-10, 2021 • Bellagio, Las Vegas

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