PRIVATE EQUITY

PROGRAM CO-CHAIRS

Samuel L. Duboc
President & Managing Partner, EdgeStone Capital Partners

Richard Pay
Partner, PricewaterhouseCoopers LLP

OPENING KEYNOTE SPEAKER

Andrew Sheiner
Managing Director, Onex Corporation

LUNCHEON KEYNOTE SPEAKER

Ezra S. Field
Managing Director, Roark Capital Group

GALA DINNER KEYNOTE SPEAKERS

Guest Moderator
Andrew Willis
Columnist, The Globe and Mail

Glenn Creamer
Co-founder and Senior Managing Director, Providence Equity Partners

Erik Hirsch
Chief Investment Officer, Hamilton Lane

PLATINUM SPONSOR

SPONSOR

MARKETING PARTNERS

• Pension Fund Managers (CIOs and Portfolio Managers)
• CEOs, CFOs, Presidents and Principals of Companies seeking Private Equity Capital, Foundations, Endowments and Family Offices
• Buyout and Mezzanine Fund Managers
• Venture Capitalists
• Corporate and Commercial Bankers

• Business Brokers
• Corporate/Commercial Lawyers
• Corporate Finance Advisors
• Investment Managers & Bankers
• Pension Fund Consultants

Building on the success of the past 10 years, the 11th Annual Canadian Summit PRIVATE EQUITY will provide you with the latest insights in Private Equity in North America. This event is an excellent opportunity to hear from industry leaders and a terrific opportunity for you to network with your peers.

Mark your calendar for this must attend event!

NOVEMBER 18, 2009

8:00 | 8:30

Registration and Continental Breakfast

8:30 | 8:35

Welcome Remarks from Insight Information

8:35 | 8:45

Co-Chairs’ Opening Remarks

Samuel L. Duboc
President & Managing Partner
EdgeStone Capital Partners

Richard Pay
Partner
PricewaterhouseCoopers LLP

8:45 | 9:15

Private Equity – A Changing Global Landscape

Andrew Sheiner
Managing Director
Onex Corporation

9:15 | 10:45

Current Outlook in the World of Private Equity – What’s in Store for 2010 and Beyond

Moderator:
Amanda Lang
Business Journalist

Samuel L. Duboc
President & Managing Partner
EdgeStone Capital Partners

Jacques Foisy
President and Managing Partner
Novacap Industries

Thomas Kennedy
Founder and Managing Director
Kensington Capital Partners Limited.

John Loewen
CEO
Loewen & Partners Inc.

Lisa Melchior
Managing Director
OMERS Private Equity

Alex Navab
Partner
Kohlberg Kravis Roberts & Co.

• How has the private equity landscape changed?
• What kinds of deals are getting done by private equity funds?
• How will LP funding recover with portfolios so far down?
• Emerging markets in private equity

10:45 | 11:00

Networking Coffee Break

11:00 | 11:45

Distressed M&A: The Canadian Outlook

Moderator:
David F.W. Cohen
Partner
Gowling Lafleur Henderson LLP

Gary Franko
Senior Vice President
Brookfield Asset Management

Richard Osborn
Managing Partner
Recap Ventures

• The last 12 months and the next 6 months: outlook for distressed M&A
• It’s a buyer’s market but are there enough deals?
• Does the absence of a reasonable “exit” for secured lenders means restricted deal flow for buyers?
• What are the implications of tight credit and lower EBITDA multiples?
• Will Canada experience the same increase in Distressed M&A as the U.S. has experienced?
• Strategies, tips, traps and trends: How are deals getting done? Pre-Packs, Stalking Horse Bids and the Pressure to Close Quickly

11:45 | 12:30

Portfolio Valuations: Overcoming the Challenges in the Current Environment

Moderator:
Ken Goodwin
Partner
PricewaterhouseCoopers LLP

John Gort
Chief Financial Officer
Edgestone Capital Partners

Marc Keirstead CA,CBV,CFA
Director - Investment Finance (Private Investments)
Canada Pension Plan Investment Board

Donald W. Lewtas
Chief Financial Officer
Onex Corporation

• What does fair value mean in the current market?
• How have valuation approaches changed as a result of current market conditions?
• Impact of higher ranking securities on equity valuations (e.g. debt, preferred shares)
• Where does one look for best practices in disclosures and guidance?

12:30 | 1:30

Networking Luncheon

1:30 | 2:00

Going Private in a Challenging Market

Ezra S. Field
Managing Director
Roark Capital Group

2:00 | 3:15

Roundtable Discussion: What Are LPs Looking for?

Moderator:
Peter D. Ballantyne
Partner
Torys LLP

Pierre Fortier
Vice-President, Partnerships and Syndication, Private Equity
Caisse de Dépot et Placement du Québec

Clint Harris
Co-Founder & Managing Partner
Grove Street Advisors, LLC

Stuart Waugh
Managing Director
TD Capital Private Equity Investors

Philip Yau
Managing Director
UBS Investment Bank – Private Funds Group

The credit market freeze and global economic downturn have had a significant impact on the investing and fundraising environments in which private equity funds operate. This panel will discuss the following topics arising from this market turmoil from the perspective of the institutional investors that invest in these funds:

• What investment strategies and themes are of interest to LPs today?
  • Buyouts – What are the expectations for the 2006-2008 vintage years? Thoughts for the future? Will mega-funds continue to be as successful as in the past?
  • Secondaries – There is a lot of discussion and interest, but are transactions getting done?
  • Emerging markets – Are they overheated?
• What are LPs doing differently in the current environment? Has their approach to due diligence/monitoring changed?
• Private equity funds currently have access to a significant amount of dry powder – is that a good thing or an indication that funds are too large?
• Fund terms and conditions – Has the balance of negotiating power shifted to the LPs? If so, are they taking advantage of it? Which terms and conditions are LPs focusing on?
• GP/LP relationship – What types of communications do LPs want/expect to have with their GPs? Does fund governance need to change?
• FAS 157 – What are LPs looking for from GPs in terms of reporting in the wake of FAS 157?

3:15 | 3:30

Networking Refreshment Break

3:30 | 4:15

Active Portfolio Management: A Current Look Inside the Private Equity Secondaries Market

Moderator:
Sebastien Burdel
Principal
Coller Capital

Neal P. Costello, CFA
Investment Manager
AlpInvest Partners Inc.

Mark T. Maruszewski, CFA
Partner
Pomona Capital

Scott Myers
Managing Director
Cogent Partners

• Market overview: Why is the secondaries market poised to expand? Is 2009 the year of secondaries? What is selling and at what prices?
• Why secondaries are seen as an evolving market strategy and how LPs should participate
• Overview of current deal structures including LP interests, take-private transactions and structured solutions
• Bridging the gap between buyers and sellers
• Purchasing single interests versus portfolio sales: What constitutes a valid market for pricing purposes? Risk/return assessment?
• Key considerations to be aware of when contemplating a secondary transaction; the impact on your GP relationship(s); reducing your unfunded obligations
• Current secondary market participants and fundraising updates: Size of demand in the secondary market? New entrants? Where is the money coming from?
• The sale of LP interest
• Active management of private equity portfolios

4:15 | 5:00

Operational Issues: Driving Improved Performance for Growth and Profitability

Moderator:
Calum Semple
Partner
PricewaterhouseCoopers LLP

Eric Berke
Managing Partner
TorQuest Partners Inc.

Jonathan Tétrault
Principal
McKinsey & Company

• How to deal with operational and management breakdown, managing all the stakeholders
• What to consider in operational improvement
• Tactical versus strategic cost reduction
• Cash versus profitability
• Operational platform change versus business platform change
• Making it all sustainable

5:00 | 5:45

How to Create Deal Flow in a Challenging Market

Moderator:
Jim McNair
Senior Managing Director
Corinthian Capital Group, LLC

Mark Borkowski
President
Mercantile Mergers & Acquisitions Corporation

Cody T. Church
Managing Director
TriWest Capital Partners Inc.

John Dunchick
Senior Vice President
Capital IQ

• What is the current state of deal flow?
• How has the deal flow and its contents changed from 2007 and before?
• Where is deal flow going from here?
• What are specific techniques used to create deal flow now and in the future?
• How to generate deal flow that comes to you

5:45

Conference Concludes

5:45

Martini Bar Reception

Sponsored by

Gala Dinner – 6:45

Gala Dinner Guest Speakers – 8:00

Guest Moderator:
Andrew Willis
Columnist
The Globe and Mail

Glenn Creamer
Co-founder and Senior Managing Director
Providence Equity Partners

Erik R. Hirsch
Chief Investment Officer
Hamilton Lane

*20 Free INVESTOR PASSES

*First 20 Institutional Investors receive a free pass! Insight is pleased to offer Investors the opportunity to attend free of charge. This offer is only open to Pension Plans, Endowments, Foundations and Family Offices who are active or considering participation as Limited Partners in Private Equity investing and is subject to approval by Insight.
Limited one pass per organization and please allow one week for approval. This pass gives you access to the conference, reception and GALA DINNER, if attendance is confirmed.

Gala Dinner Sponsorship Opportunities | InterContinental Toronto Centre – Ballroom

This Premier Gala Dinner has year after year attracted high level industry players to network with their peers. Entertain eight clients at a networking reception and dinner as well as have the opportunity to hear this year’s distinguished gala dinner guest speakers.

As a table sponsor, you will get:

• One table with seating for eight (8) at the Gala Dinner with custom invitations with your logo to invite guests to the Dinner and Reception ONLY
• Signage at table indicating sponsorship
• Logo on official Summit Website with a hyperlink to your corporate website
• Logo inside the PDF downloadable brochure on the table assignment page
• Tables are allocated on a first come first served basis. Call now to secure before it’s too late
• Table Sponsor Investment: $3,800.00 + GST

Please contact Kevin Jeanjacques at 416.642.6130 or kjeanjacques@alm.com to book your table now!

THIS YEAR'S TABLES ARE ALL SOLD OUT!!!

Table Sponsors

Register 3 delegates for the main conference at regular price at the same time and you’re entitled to register a fourth person from your organization at no charge. For other group discounts, please call 1-888-777-1707. All discounts must be redeemed when booking, discounts will not be valid or applied after this time.