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PRIVATE EQUITY Summit Emerging Investment Themes, Trends and Opportunities *20 Free INVESTOR PASSES Details on Registration Page 14th Annual Canadian PRIVATE EQUITY SUmmIT Emerging Investment Themes, Trends and Opportunities November 7, 2012 | InterContinental Toronto Centre | Toronto PROGRAM CO-CHAIRS David S. Brown WeirFoulds LLP Richard S. Pay PricewaterhouseCoopers LLP Faculty 32 Degrees Capital Mercantile Mergers Platinum Sponsors 4Front Capital Partners Inc. & Acquisitions Corporation Blackstone Northleaf Capital Partners Blake, Cassels & Graydon LLP Northwood Family Office LP BMO Capital Markets NOVACAP Bonnefield Financial Inc. Onex Corporation Caledon Capital Management Origin Merchant Partners The Carlyle Group Packers Plus Collins Barrow Toronto LLP SeaFort Capital CPP Investment Board Sterling Partners Kohlberg Kravis Roberts & Co. L.P. Torys LLP Lincolnshire Management Inc. White & Case LLP Gold Sponsor LUNCHEON KEYNOTE Michael Lee-Chin Chairman, Portland Holdings Inc. and Chairman, Portland Private Equity Silver Sponsor GALA DINNER “Fireside Chat” Featuring: André Bourbonnais Marc Rowan Senior Vice-President, Co-Founder and Senior Private Investments Managing Director CPP Investment Board Apollo Global Management LLC Enroll Today! Call 1 888 777-1707 or fax 1 866 777-1292 Register online at www.insightinfo.com/privateequity2012 CONFIRmED AND past participants INClUDE AIMCO Catalyst Capital Group Inc. Imperial Capital Corporation Perseis Partners Inc. Aird & Berlis LLP Champlain Capital Management LLC Infinity Global Capital PricewaterhouseCoopers LLP Allianz Private Equity Partners CIBC World Markets Inc. Intracorp Projects Ltd. Providence Equity Partners Inc. Allied Capital Corporation CIT Leveraged Finance Investco Capital Corp PSP Investments ALP Invest Partners Clairvest Group Inc. J.W. Childs Associates, L.P. RBC Capital Markets Amesbrooke Investments Clarke Inc. Jammit Holdings Inc. Ripplewood Holdings LLC Apax Partners Beteiligungsberatung Clayton, Dubilier & Rice, Inc. JP Morgan Roark Capital Group GmbH Munich Collins Barrow Toronto LLP Ken Fowler Enterprises Robinson Solutions Apollo Management, L.P. Conway Mackenzie & Dunleavy Kensington Capital Partners Limited ROI Capital Ltd. Arc Financial Corporation Connor Clark & Lunn Private Equity Kilmer Capital Partners Ltd. Sanimax Ariba Sourcing Corinthian Capital Group, LLC Kingsett Capital Scotia Capital Inc. Atlantic Pacific Capital Cornerstone Group Kirkland & Ellis LLP SEIU Aurora Resurgence Fund Covington Capital Corporation Kohlberg Kravis Roberts & Co. Signal Hill Equity Partners Inc. Babcock & Brown CPP Investment Board KPMG Silver Lake Bain Capital Crane Capital Associates Lang Michener LLP SNC – Lavalin Capital Inc. Balaton Group Inc. Credit Suisse Lazard Middle Market LLC Société Générale de Financement Bank of Montreal CTI Life Sciences Fund Legal Risk Management Advisors Inc. du Québec Bank of Nova Scotia Dancap Global Asset Management Liberation Energy Mackay LLP Stellation Asset Management Banque Nationale du Canada Dancap Private Equity Inc. Macquarie Group Stikeman Elliott LLP Bayview Hospitality Inc Davies Ward Phillips & Vineberg LLP Manulife Summer Street Capital Partners BC Investment Management Corporation Deloitte & Touche LLP Marsh Canada Limited Sun Life Financial BCE Capital Deutsche Bank of Canada McCarthy Tétrault LLP TD Capital Private Equity Investors BCF LLP Duff & Phelps, LLC McCullough O’Connor Irwin Texas Pacific Group Bell Kearns & Associates Ltd. Easyhome LTD McKinsey & Company The Carlyle Group Bennett Jones LLP EDC Equity McMillan LLP The Deal LCC Berkshire Partners LLC Edgestone Capital Partners Medwell Capital Corp Thomas H. Lee Partners L.P. Best Funds Efront Financial Solutions Inc. Mercantile Mergers & Acquisitions Tibron International Holdings Ltd. Best Total Return Fund Inc. Enriched Investing Incorporated Corporation Torquest Partners Inc. Birch Hill Equity Partners Ernst & Young Orenda Mercury Capital Partners Torys LLP Black Diamond Capital Management Export Development Canada Merrill Lynch Capital Tricap Partners Blake Cassels & Graydon LLP Fasken Martineau LLP Middlefield Group Triwest Capital Management Bloom Burton & Co Fondaction CSN Miller Thomson LLP Twenty-First Century Investments Inc. Blue Point Capital Partners Fortress Investment Group Miller Thomson Pouliot UBS Investment Bank BMO Capital Markets Fraser Milner Casgrain LLP Morrison Park Advisors – Private Funds Group BMV Holdings Freeport Financial Most Financial Inc. UBS Securities Canada Inc. Brascan Asset Management GE Asset Management Canada Nixon Peabody LLP Unit E Investments Ltd. Brookfield Asset Management Inc. Goldman Sachs Northwood Family Office LP Vada Captial Business Development Bank of Canada Goodmans LLP Novacap Venturemind Corporation Cabancorp Gowling Lafleur Henderson LLP Nuleaf Ventures Inc VIP Investment International CAI Private Equity Grant Thornton LLP Oakville Investment Corporation Wachovia Capital Finance of Canada Caisse de dépôt et placement du Québec Greenpoint Ventures Omers Capital Partners Warburg Pincus Caledon Capital Partners Grove Street Advisors, LLC Oncap Partners Waterstreet Family Offices CalPERS Guggenheim Capital LLC Onex Corporation Weirfoulds LLP Canada’s Venture Capital Association (CVCA) HarbourVest Partners LLC Ontario Teachers’ Pension Plan Board West Face Capital Management Canadian Bank Note Company Limited Harris Williams & Co. OPTrust Private Markets Group Westwind Partners Inc. Capelle Associates Inc. HOOPP Capital Partners Osler, Hoskin & Harcourt LLP Wildeboer Dellelce LLP Capital Source Hospitals of Ontario Pension Plan Paul Capital Partners WP Carey Capital Q Houlihan Lokey Performance Equity Management, LLC Wynnchurch Capital Zurich Alternative Asset Management WhO ShOUlD ATTEND • General Partners, Private Equity Firms, Financial Sponsors: • Deal Facilitators and Service Providers: - Executives, Partners, Associates - Placement Agents - Accountants • Investment Banks, Asset management Firms: - Brokers - Consultants - Private Equity - M&A - Law Firms - Acquisition/leverage - Structured Finance • limited Partners and Institutional Investors: Finance - Mezzanine Finance - Executives, investment officers and analysts marketing Partners NOVEmBER 7, 2012 This discussion will cover: • Highlighting significant transactions from the past 12 months 8:00 Registration and Continental Breakfast • What are the latest trends in: - Structures, deal terms, financing and sectors of high interest 8:30 Co-Chairs’ Opening Remarks 10:50 Networking Coffee Break 11:05 David S. Brown Partner Limited Partner Perspectives: Role of Private Equity WeirFoulds LLP in Portfolios Richard S. Pay Scott Hayman Partner Co-Founder and President PricewaterhouseCoopers LLP Northwood Family Office LP 8:35 Jennifer Morais Impact of the Global Economic Environment Senior Principal on North American Private Equity CPP Investment Board David Rogers moderator: Michael Akkawi Founder and Partner Partner Caledon Capital Management Torys LLP This panel discussion will evaluate how limited partners and Prakash Melwani direct investors are viewing private equity as a viable alternative Senior Managing Director in their portfolios and provide insight into the current pressures Blackstone (New York) and requirements they face in seeking returns in a low growth, Earl Sweet low interest rate economy. Managing Director, Senior Economist • Current pressures and needs of institutional investors BMO Capital Markets and family offices Stuart Waugh • Where private equity fits into the portfolio Managing Director & Managing Partner • Investor due diligence Northleaf Capital Partners • How has the low growth economy impacted how has today’s economic climate – including the economic crisis private equity investments in Europe, the slowing of growth in China and the weak US market • Other options and opportunities in alternatives – affected the private equity industry in North America? • View of the year ahead The panel will discuss the following points: • Have sponsors adjusted their investment philosophies and 11:50 strategies, for example by moving away from a bottom-up Seeking Profitability in Small to Middle Market Deals company-focused model to a more macro analysis? • Have there been effects on the asset allocation of the larger moderator: Gary R. Shiff private equity funds and the pension funds, from traditional Partner private equity to infrastructure, real estate and other investments? Blake, Cassels & Graydon LLP • What has the impact been on fund raising – have investors come Rob Normandeau back to the North American market given its relative stability President and strength? SeaFort Capital (Halifax) Marc Paiement 9:35 Senior Advisor Analyzing Structural Trends in Cross-Border Deals NOVACAP moderator: Oliver C. Brahmst Vince Simonelli Partner and Practice Group Head, M&A for the Americas Partner White & Case LLP (New York) Collins Barrow Toronto LLP Simon E. Brown Small and middle market deals can provide high returns on Partner relatively lower investments. however the process of seeking the Kohlberg Kravis Roberts & Co. L.P. (New York) right deals, managing operations and growing businesses presents a greater challenge, especially with the economic risks that small Kosty Gilis to mid-size firms are facing. This panel will evaluate how funds Managing Director can find returns in this higher risk, but higher reward market. Onex Corporation This discussion will cover, among others, the following topics: Randal Quarles • Structuring the transaction including percentage of ownership, Managing Director exit strategies
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