PRIVATE EQUITY SUMMIT

NOVEMBER 17, 2011

8:00

Registration and Continental Breakfast

8:40

Welcome Remarks from Insight Information

8:45

Co-Chairs' Opening Remarks

David S. Brown
Partner
WeirFoulds LLP

Richard Pay
Partner
PricewaterhouseCoopers LLP

8:50

Current Outlook in the World of Private Equity

Moderator:
Michael Akkawi
Partner
Torys LLP

Sarah Alexander 
Founding President and CEO
Emerging Markets Private Equity Association

André Bourbonnais
Senior Vice-President, Private Investments
CPPIB

Simon E. Brown
Partner
Kohlberg Kravis Roberts & Co. L.P.

Kosty Gilis
Managing Director
ONEX Corporation

• What terms have investors been focused on in the fund raising process? To what extent has fund raising recovered since the financial crisis?
• In developed markets, how can sponsors meet investor expectations in a low growth and uncertain economy?
• How does this interplay with the growing confidence in the private equity industry, especially in the mid-market?
• Will emerging markets continue to take PE market share from developed economies?
• Focusing on different perspectives (such as structure, deal terms, financing, industries, etc.), what types of deals are being completed by private equity funds?
• What are the attractive exit options available to sponsors?

9:45

Reviewing Critical Industry Trends and Opportunities for Private Equity

Leonard Asper
Founder, Canterbury Park Capital
And CEO, Fight Network

Stephen Evans
Senior Director
Silver Lake Partners

Andrew Heintzman
President and CEO
Investeco Capital Corp.

Dennis J. Purcell
Senior Managing Partner
Aisling Capital

• Consumer products and healthcare
  • Why is this an attractive investment for private equity?
  • A closer look at the deals in this area and industry outlook

• CleanTech
  • CleanTech market overview
  • Analyzing trends and implications of government funding and corporate investments
  • Challenges and pitfalls for CleanTech investments

• Information technology
  • Revival of the IT business
  • Products, trends and sectors gathering attention
  • Risks and lessons learned from the previous technology bubble

• Media and entertainment
  • Reviewing the new realities in media and entertainment
  • Areas of growth and opportunities within the sector

10:45

Networking Coffee Break

11:00

Analyzing Emerging Real Asset Classes

Moderator:
David Rogers
Founder and Partner
Caledon Capital Management

Mark Bishop
Senior Vice President, Timberlands
Brookfield Asset Management

Tom Eisenhauer
President
Bonnefield Financial

Jason Zibarras
Managing Director & Global Chief Investment Officer – Infrastructure Investments
J.P. Morgan Asset Management

• Why should an institutional investor commit capital to real assets?
• What are the advantages/constraints to participating in real assets through either investing directly in assets versus investing through funds?
• Can real assets provide a hedge against inflation?
• Why should timberland/infrastructure/farmland assets be included in a real assets allocation?
• What have historical return levels been from timberland/infrastructure/farmland investments?
• Why are real assets attractive investment opportunities?
• What are the different strategies and options to invest in real assets?

11:45

The Rise of Pledge Funds: Challenges and Opportunities

Robert Cherun
Co-Founder and Managing Director
Auxo Management L.P.

Paul Rogers
Managing Director
HV Capital Investors, LLC and RHV Capital, LLC

The current low growth economy has made pledge and search funds a viable and attractive model for investors, who are not ready to commit a large sum of money over an extended investment period, and also for some sponsors who will find this an easier avenue to raise funds. But this form of a soft-committed fund, that provides flexibility and a high level of investor discretion, is not without its disadvantages. In this presentation, we will evaluate the economics and viability of pledge and search funds for both LPs and GPs, answering questions like:

• How is management compensation and carry calculated? How do they compare to traditional arrangements?
• Do additional levels of due diligence from LPs negatively affect the GPs mandate to raise capital and consensus in a timely manner? How can this be effectively managed?
• What is the typical profile of a pledge or search funder?
• How do stakeholders of the sellers or target company perceive pledge and search fund investments?
• What transactions do pledge and search funds traditionally participate in? Why?
• Are there any significant differences in exit options?

12:30

Networking Luncheon

Value Creation and the Skype Deal

Stephen Evans
Senior Director
Silver Lake Partners

1:45

Private Equity in Emerging Markets: Trends and Key Success Factors

Moderator:
Oliver C. Brahmst
Partner
White & Case LLP

Sarah Alexander 
Founding President and CEO
Emerging Markets Private Equity Association

Fernando Borges 
Managing Director
Carlyle Group (Sao Paolo)

With economic forecasts predicting emerging markets (EM) growth for the foreseeable future, they have become an attractive investment destination for private equity funds. However, these investments are not without risk. This session will explore the scope of potential EMs that are attractive destinations for PE investment and also analyze trends and strategies, both in the short and long terms. This panel will bring together EM experts to answer questions like:

• What countries are currently hot beds for PE investment? Which are the newer entries?
• What are the risks involved in EM PE investment? Are these overstated? How can you put them into perspective?
• What are the key factors of success? How do you evaluate good investment opportunities?
• What skill set is required in closing deals in these markets?
• What goes into completing a successful exit?
• Do global firms with offices in local hubs have an advantage over local PE firms? What is more favourable for investors?

2:30

Middle Market: Capitalizing on Sustainable Competitive Advantages

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

Steven Collins
Managing Director
Advent International

Brian P. McDonald
Managing Director, M&A Group
Houlihan Lokey

Vince Simonelli
Partner
Collins Barrow Toronto LLP

Sentiments towards the middle market have been on the rise in recent months and it is currently an extremely competitive area attracting significant investment. Success in this market will be determined by a firms ability to capitalize on competitive advantages and create value. This panel will explore current areas of interest in the middle market industry including:

• What types of deals that are currently gathering the most interest
• What does sustainable competitive advantage mean? How do you find it?
• What investing characteristics can generate excess returns in these market conditions?

3:15

Networking Coffee Break

3:30

Cost of Capital - Matching Financing with the Right Deals and Portfolios

Holly Allen
Partner
PricewaterhouseCoopers LLP

Susan Rimmer
Managing Director and Head of Debt Capital Markets
CIBC World Markets

• What are the implications of the burgeoning Canadian high yield debt market for PE?
• What effects, if any, will the existing private equity overhang have on borrowing?
• Best practices to negotiate the best possible terms with your lender
• What are the alternative sources of financing? When is it appropriate to source them?
• Ensuring that your capital structure makes sense for your deal
• Financing strategies that are right for the success of your portfolio company
• Future projections for acquiring capital

4:15

Creating Quality Deal Flow that Works for You

Mark Borkowski
President
Mercantile Mergers & Acquisitions Corporation

John M. Camp, III
Partner
Southfield Capital Advisors

Matthew N. Garff
Managing Director
Sun Capital Partners Inc.

• What is the current state of deal flow?
• How has the deal flow and its contents changed after the recovery in 2010?
• What can we expect in the next 12 months?
• What are specific techniques used to create deal flow now and in the future?
• How are social media and networking groups being used for deal sourcing?
• Is the role of the business development specialist shifting?
• Which industry memberships can be translated into successful deals?

5:15

Co-Chairs' Closing Remarks and Conference Concludes

5:15

Martini Bar Reception

Sponsored by

6:15

Gala Dinner

7:15

Gala Dinner Fireside Chat

Charles Kaye
Co-President
Warburg Pincus LLC

Guest Moderator:
Tara Perkins
Financial Services Reporter
The Globe and Mail

GALA DINNER SPONSORSHIP OPPORTUNITIES | InterContinental Toronto Centre's Ballroom

Year after year, the Premier Gala Dinner has attracted high level industry players who come to network with their peers. Your table sponsorship package allows you to entertain eight clients at a networking reception and dinner and have the opportunity to listen to this year's distinguished guest speakers.

As a table sponsor, your package includes:

• 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 + HST

Please contact Gene Beil at 416.642.6129 or gbeil@alm.com to book your table now!

TABLE SPONSORS

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

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

PLATINUM SPONSORS

SILVER SPONSORS

SUPPORTING ASSOCIATION

MARKETING PARTNER

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.