14th Annual
CANADIAN PRIVATE EQUITY SUMMIT

NOVEMBER 7, 2012

8:00

Registration and Continental Breakfast

8:30

Co-Chairs' Opening Remarks

David S. Brown 
Partner
WeirFoulds LLP

Richard S. Pay 
Partner
PricewaterhouseCoopers LLP

8:35

Impact of the Global Economic Environment on North American Private Equity

Moderator: Michael Akkawi 
Partner
Torys LLP

Michael Sotirhos 
Senior Managing Director
Blackstone (New York)

Earl Sweet 
Managing Director, Senior Economist
BMO Capital Markets

Stuart Waugh 
Managing Director & Managing Partner
Northleaf Capital Partners

How has today's economic climate – including the economic crisis in Europe, the slowing of growth in China and the weak US market – affected the private equity industry in North America?

The panel will discuss the following points:

• Have sponsors adjusted their investment philosophies and strategies, for example by moving away from a bottom-up company-focused model to a more macro analysis?
• Have there been effects on the asset allocation of the larger private equity funds and the pension funds, from traditional private equity to infrastructure, real estate and other investments?
• What has the impact been on fund raising – have investors come back to the North American market given its relative stability and strength?

9:35

Analyzing Structural Trends in Cross-Border Deals

Moderator: Oliver C. Brahmst 
Partner and Practice Group Head, M&A for the Americas
White & Case LLP (New York)

Simon E. Brown
Partner
Kohlberg Kravis Roberts & Co. L.P. (New York)

Kosty Gilis 
Managing Director
Onex Corporation

David Krieger 
Managing Director
Warburg Pincus LLC (New York)

Randal Quarles 
Managing Director
The Carlyle Group (Washington, DC)

In a persistent low-growth environment, with high premiums on good investments, innovative thinking and optimal deal structures may bridge the valuation gap and create significant returns for private equity. The panel will analyze some of the recent noteworthy cross-border deals between the US and Canada and discern trends and strategies used by firms today. This discussion will cover:

• Highlighting significant transactions from the past 12 months
• What are the latest trends in:
  • Structures, deal terms, financing and sectors of high interest

10:50

Networking Coffee Break

11:05

Limited Partner Perspectives: Role of Private Equity in Portfolios

Scott Hayman 
Co-Founder and President
Northwood Family Office LP

Jennifer Morais 
Senior Principal
CPP Investment Board

Martin Day
Partner, Caledon Capital Management
& Former Managing Director, OMERS Private Equity

This panel discussion will evaluate how limited partners and direct investors are viewing private equity as a viable alternative in their portfolios and provide insight into the current pressures and requirements they face in seeking returns in a low growth, low interest rate economy.

• Current pressures and needs of institutional investors and family offices
• Where private equity fits into the portfolio
• Investor due diligence
• How has the low growth economy impacted private equity investments
• Other options and opportunities in alternatives
• View of the year ahead

11:50

Seeking Profitability in Small to Middle Market Deals

Moderator: Gary R. Shiff 
Partner
Blake, Cassels & Graydon LLP

Rob Normandeau 
President
SeaFort Capital (Halifax)

Marc Paiement 
Senior Advisor
NOVACAP

Vince Simonelli 
Partner
Collins Barrow Toronto LLP

Small and middle market deals can provide high returns on relatively lower investments. However the process of seeking the right deals, managing operations and growing businesses presents a greater challenge, especially with the economic risks that small to mid-size firms are facing. This panel will evaluate how funds can find returns in this higher risk, but higher reward market.

This discussion will cover, among others, the following topics:

• Structuring the transaction including percentage of ownership, exit strategies etc.
• What to look for when selecting a small to mid-market deal
• Finding sustainable advantages
• Key growth sectors in Canada

12:35

Networking Luncheon

LUNCHEON KEYNOTE PRESENTATION

Pension Funds and Retail Investors: If the Needs are the Same, Why not the Portfolios?

Michael Lee-Chin 
Chairman, Portland Holdings Inc.
and Chairman, Portland Private Equity

Spotlight on High Performance Sectors

This year's summit brings together leaders from industry sectors of high interest to the private equity community. Over the next three sessions we will hear from corporate leaders and private equity funds specialising in these sectors about the latest trends, performance, summary of activity and outlook for their respective industries. At the end of each presentation, the floor will be open for interactive discussions and networking.

1:45

Oil and Gas Services Presentation and Breakout

Lloyd George 
Director of Business Development
Packers Plus Energy Services Inc. (Calgary)

Art Robinson
Partner
32 Degrees Capital (Calgary)

Dan Themig is the President of Packers Plus, one of the premier providers of horizontal well fracturing services that helped spark the new shale revolution in North America. The ability to produce oil and gas trapped in shale and tight rock formations has been a game changer. The United States and Canada now possess some of the largest recoverable energy reserves in the world. Dan will provide his unique insight from the frontlines, into the current state of affairs and future outlook for the industry. Joining Dan on this panel is Art Robinson, Partner at 32 Degrees Capital, a private equity fund focusing on oil and gas services. Prior to moving into the private equity industry, Art was the Vice President of Corporate Development at Enermax Services Inc., a $250 million energy services company with over 1,300 employees. With significant deals and investment experience under his belt, Art will review opportunities for private equity investors in this space.

2:45

Technology Presentation and Breakout

Clarence J. Chandran 
Executive Chairman, 4Front Capital Partners Inc.
and Former COO, Nortel Networks Inc.

Chris Hoehn-Saric 
Co-Founder and Senior Managing Director
Sterling Partners (Baltimore)

This session will feature Clarence J. Chandran, a highly accomplished and respected global executive, investor and board member and Chris Hoehn-Saric, Co-Founder and Senior Managing Director of Sterling Partners, a leading private equity firm that focuses on investing in innovative, high-growth industries. Clarence retired as COO of Nortel Networks in March, 2001 after 28 years in the telecommunications and information technology sector. In May 2007, he was appointed by Hindalco Industries (Bombay Stock Exchange), the flag-ship of the $30 Billion Aditya Birla Group, to the board of directors of the then newly acquired NOVELIS Inc. He is chair of the compensation committee of the board, and a member of the audit committee. Drawing from his personal experience, Clarence will provide his perspective on the outlook and challenges facing the technology industry today. Chris Hoehn-Saric was one of the key proponents of the Mosaid Technologies Inc. transaction, a significant Canadian technology firm acquisition from the past twelve months. He will provide an investor's perspective on growth and development opportunities for private equity in the technology sector.

3:45

Agri-Food Presentation and Breakout

Tom Eisenhauer 
President
Bonnefield Financial Inc.

Andrew Muirhead 
Principal
Origin Merchant Partners

Andrew Muirhead, Principal of Origin Merchant Partners, has over 15 years of experience as an advisor specializing in M&A with a focus on agriculture and resources. Andrew is the former SVP of Corporate Development at Viterra, where he was responsible for a number of acquisitions. A significant transaction he was involved in was the transformational acquisition of the Australian based agri-business, ABB Grain. Andrew will provide an industry perspective on the challenges and opportunities that he sees for growth in the agri-food sector. Joining Andrew will be Tom Eisenhauer of Bonnefield Financial Inc., a leading farmland investment and property management firm that actively invests in farmland and agribusinesses across Canada. Tom will share the unique vantage point that he has when reviewing opportunities in farmland and agri-food investments for private equity.

4:45

Creating Quality Deal Flow that Works for You

Mark Borkowski 
President
Mercantile Mergers & Acquisitions Corporation

Brian Nethercott 
Managing Director
Lincolnshire Management (New York)

• What is the current state of deal flow?
• What can we expect in the next 12 months?
• What are specific techniques used to create deal flow?
• What new tools can be effectively used for deal sourcing?
• How has the role of the business development specialist changed?

5:30

Co-Chairs' Closing Remarks and Conference Concludes

5:30

Martini Bar Reception
Sponsored by

6:00

Gala Dinner

7:00

Gala Dinner "Fireside Chat"

André Bourbonnais 
Senior Vice-President, Private Investments
CPP Investment Board

Marc Rowan 
Co-Founder and Senior Managing Director
Apollo Global Management LLC

Moderated by Boyd Erman, Capital Markets Reporter & Streetwise Columnist of The Globe and Mail

Boyd Erman is the Globe and Mail's Streetwise columnist, and helps to lead the newspaper's coverage of mergers and acquisitions. He has spent 15 years focusing on the financial sector, and is a two-time winner of the National Newspaper Award for business reporting. He is also a frequent commentator and guest host on Business News Network.

• General Partners, Private Equity Firms, Financial Sponsors:
  • Executives, Partners, Associates
• Investment Banks, Asset Management Firms:
  • Private Equity
  • Acquisition/Leverage Finance
  • M &A
  • Structured Finance
  • M ezzanine Finance

• Deal Facilitators and Service Providers:
  • Placement Agents
  • Brokers
  • L aw Firms
  • Accountants
  • Consultants
• Limited Partners and Institutional Investors:
  • Executives, investment officers and analysts

PLATINUM SPONSORS

GOLD SPONSOR

COPPER SPONSOR

MARKETING PARTNERS

TABLE SPONSORS

Please note: Full payment is required in advance of conference dates. Please make all cheques payable to Insight Information.