2012 INVESTMENT TRENDS OPPORTUNITES AND CHALLENGES IN THE NEW REALITY
PROGRAM GUIDE SPONSOR
Wednesday, April 18, 2012 • Beverly Hills Hilton
TODAY’S PANELISTS AARON BENDIKSON Oaktree Capital Management Aaron Bendikson is a Managing Director at Oaktree Capital Management, L.P. where he focuses on executing and sourcing leveraged/management buyouts, expansion capital investments and corporate restructurings. He dedicates a significant portion of his time to the Healthcare and Industrial sectors. Mr. Bendikson currently serves as a director of Tekni-Plex, Inc. and Jackson Square Aviation, LLC. Prior to joining Oaktree in 2005, Mr. Bendikson served as a Principal with Soros Fund Management’s private equity affiliate. Before joining Soros in 1999, Mr. Bendikson was an investment banker within J.P. Morgan & Co.’s Mergers & Acquisitions department. He received an M.B.A. from Harvard Business School and a B.A. degree cum laude in Economics and History from the University of California at Los Angeles, where he was elected to Phi Beta Kappa.
TODAY’S PANELISTS JEFF SCHWARTZ The Gores Group Jeff Schwartz is responsible for leading the execution and negotiation of certain Gores acquisitions and divestitures in the U.S. Prior to joining Gores, Mr. Schwartz was a Principal in the Private Equity Group of Ares Management in Los Angeles, where he worked on numerous leveraged buyouts and distressed debt investments. During his tenure at Ares, Mr. Schwartz sat on the Boards of Directors of several public and private companies including General Nutrition Centers, Nortek, Inc, Samsonite Corporation, Stream Global Services, Tinnerman Palnut Engineered Products, and WCA Waste Corporation. Prior to joining Ares, Mr. Schwartz was an investment banker at Lehman Brothers in the financial sponsors group and prior to that in the mergers and acquisitions group at Wasserstein Perella & Co. Mr. Schwartz graduated from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics.
STEVEN C. CHANG Clearlake Capital Group Steven C. Chang is a partner and co-founder of Clearlake Capital Group, a private investment firm. In 2002, Mr. Chang joined Tennenbaum Capital Partners, LLC, a private investment firm, and resigned from the partnership and Investment Committee in December 2006. Before joining Tennenbaum Capital Partners, he was a Principal at Barnard & Co., a private equity investment group, from 1997 to 2001. From 1995 to 1997, Mr. Chang worked at Goldman, Sachs & Co., a global financial services firm, in its Special Situations, Mergers & Acquisitions, and Healthcare groups. Mr. Chang serves on the board of CompuDyne Corporation, a provider of software products and services to the public security market. Mr. Chang has A.B., B.S. and M.S. degrees from Stanford University. Mr. Chang has broad experience that ranges from capital investments in technology companies, to extensive mergers and acquisitions expertise, to executive leadership and management roles.
CHRISTOPHER R. HEBBLE Cerberus California Christopher R. Hebble serves as a Managing Director with both Cerberus California, Inc. Prior to joining Cerberus in 2007, Chris was a Principal at Caltius Mezzanine Partners, a $300 million mezzanine debt provider, where he was responsible for business origination and evaluation. He was previously a Vice President in the Corporate Finance Department of Houlihan Lokey Howard & Zukin, where he was involved in mergers and acquisitions, debt and equity placements, and the structuring of leveraged buyouts and corporate recapitalizations. In addition, he was responsible for co-managing Houlihan Lokey’s middle-market financial sponsor coverage effort. Chris began his career as a Civil and Environmental Engineer where he managed, developed and implemented environmental service programs for international oil and gas utility companies. Chris holds an M.B.A. from the University of Southern California and a B.S. in Civil and Environmental Systems Engineering from the University of Pennsylvania.
TODAY’S MODERATOR DAVID A. COHEN Karlin Asset Management David A. Cohen is President and co-founder of Karlin Asset Management, a Los Angeles based value oriented private investment firm with an equity capital base of over $1 Billion. Cohen has over 25 years of experience in principal investing, real estate, private equity, corporate finance and capital markets. This includes almost a decade in senior executive positions at one of the largest US private companies. He started his career as an investment banker at Lazard Frères in NY. Cohen holds a Master’s Degree (honors) in Finance from Cambridge University and completed all coursework for a PhD. He attended graduate school as a Rotary Foundation Scholar, and holds a BS in Engineering and Applied Sciences (summa cum laude) from Boston University.
SPONSOR ACG LA Sponsoring ACG LA meetings is a great way to increase your firm’s visibility among the decision makers and deal makers who attend. Members know that your support helps maintain our high quality programming and they appreciate your involvement. For more detailed sponsorship benefits, please visit www.acgla.org or call Gary Rabishaw, Vice President, Sponsorship at 310.286.1700.
TODAY’S SPONSORS
2012 ANNUAL SPONSORS ACG L A is generously suppor ted by our Annual Sponsors, whose commitments enable us to produce the highest quality programming with reasonable attendance fees:
Avant Advisory Group
James F. Davidson, Managing Director, 714.924.7888, JDavidson@AvantAdvisory.com
Crowe Horwath
Jeff Tillman, Director, 818.325.8416, jeff.tillman@crowehorwath.com
DLC
Rahul Merani, Director of Client Services, 310.895.7000, rmerani@dlcinc.com
Frank Crystal & Company
Shawn Bernardini, Executive Director, 619.265.6305, bernardinis@FCRYSTAL.COM
Gallagher Equity Advisors
Michael Patrick, Managing Director, 818.539.1421, Michael_Patrick@ajg.com
Grant Thornton
Harris Smith, Partner, 213.596.3445, harris.smith@us.gt.com
Green Hasson & Janks LLP
Kari Schott, Director of Marketing, 310.873.1628, kschott@greenhassonjanks.com
Houlihan Lokey
Scott Kolbrenner, Managing Director, 310.712.6524, SKolbrenner@hl.com
Intrepid Investment Bankers LLC
Gary S. Rabishaw, Managing Director, 310.478.9000, grabshaw@intrepidib.com
Loeb & Loeb
Jennifer Manton, Chief Marketing Officer, 212.365.8279, jmanton@loeb.com
Morgan, Lewis & Bockius LLP
Scott Adamson, Partner, 213.612.7365, sadamson@morganlewis.com
PROGRAM GUIDE SPONSOR
PNC Business Credit
Gail Bernstein, Executive Vice President, 626.432.7540, gail.bernstein@pnc.com
Sheppard Mullin
Greenberg Glusker is a 100 attorney, Los Angeles-based, full-service law firm that provides the highest quality legal services and strategic business advice to entrepreneurs and companies. Our areas of practice include: Corporate, Tax, Bankruptcy/Insolvency, Litigation, Intellectual Property, Entertainment, Real Estate, Environmental, Employment, Estate Planning, and International transactions. Contact: Andrew Apfelberg, Partner, 310.553.3610 or AApfelberg@greenbergglusker.com.
Eric Klein, Partner, 213.228.3728, eklein@sheppardmullin.com
SingerLewak LLP
Ronit Koren, Director of Marketing, 310.477.3924, rkoren@singerlewak.com
Troy Gould PC
Pauline Kosanke, Client Development Administrator, 310.789.1336,. pkosanke@troygould.com
Windes & McClaughry
Peter Lee, Partner, 562.435.1191, plee@windes.com
ABOUT ACG
MEMBER BENEFITS • ACG’s dynamic global membership database. • Intergrowth, ACG’s annual global conference, facilitates informal deal exchange and networking with more than 2,000 leading international corporate growth professionals. • Mergers and Acquisitions: The Dealmaker’s Journal, ACG’s monthly publication. ACG members may submit articles and columns for publication. • Achieving Corporate Growth, ACG’s monthly e-newsletter. •
Merger Mogul, an e-newsletter from Source Media that provides expert commentary, analysis and news on corporate and private equity-backed mergers and acquisitions, focusing primarily on middle market deals, people and transactions.
Become a member today to gain access to the above benefits and more: • Attend ACG LA’s monthly events at a large discount from the non-member rate. • Attend ACG LA’s Annual Conference on September 11-12, 2012 a $150 savings. As a reminder, any ACG members who refer a new member to our chapter, will receive free admission to one of our monthly chapter meetings. For more details, please contact Christyne Buteyn or Ari Nadelman, our VP of Membership.
Driving Middle Market Growth in Los Angeles ACG LA is one of the largest and most active chapters of the Association for Corporate Growth (“ACG”) and the premier association for professionals involved in corporate growth, corporate development and mergers and acquisitions. ACG LA delivers thought provoking, knowledge-based events and networking opportunities for professionals responsible for facilitating corporate growth initiatives at middle market companies. Participants in ACG LA’s monthly meetings, world class conferences and intimate roundtable discussions include corporate officers, private equity sources and service providers who seek to remain abreast of current issues relating to corporate growth and to interact with thought leaders. ACG presently has 54 chapters in North America and Europe, with 14,000 members from corporations, private equity, finance and professional service firms. Visit www.acgla.org or call 310.426.9710 to join.
2012 ACG LA DIRECTORS & OFFICERS Andrew Apfelberg - Chairman Greenberg Glusker aapfelberg@greenbergglusker.com 310.553.3610 Jason Brown - Past Chairman GE Capital jason.brown@ge.com 213.615.2116 Thomas Cleary - Secretary Dykema Gossett tcleary@dykema.com 213.457.1760 Suzie Doran - Treasurer SingerLewak sdoran@singerlewak.com 310.477.3924 Paul Gurrola - VP Programs BDO USA pgurrola@bdo.com 310.203.1208 Stephen Lee - VP Awards K & L Gates stephen.lee@klgates.com 310.552.5000 Ari Nadelman - VP Membership Lionfish Advisors, LLC ari@lionfishadvisors.com 310.396.8000 Michael Patrick - VP Communications Gallagher Equity Advisors michael_patrick@ajg.com 818.539.1421 Gary Rabishaw - VP Sponsorship Intrepid Investment Bankers grabishaw@intrepidib.com 310.478.9000 Lewis Stanton - VP Corp Exec Forum Stanton Associates lstanton@stantonassoc.com 818.752.6500 Steven Moon - VP Private Equity Duff & Phelps Securities steve.moon@duffandphelps.com 310.689.0070 Amy Oswick - VP Women of ACG amy.oswick@gmail.com (310) 904.9819
Chris Hebble - VP ACG Cup Cerberus California chebble@cerberuscapital.com 310.903.5016 DIRECTORS AT LARGE John Brumlik KPMG jbrumlik@kpmg.com 213.955.8180 Tom Hayes PNC Business Credit thomas.hayes@PNC.com 626.432.6134 Eric Klein Sheppard Mullin eklein@sheppardmullin.com 310.228.3728 Scott Kolbrenner Houlihan Lokey skolbrenner@hl.com 310.712.6524 Rahul Merani DLC rmerani@dlcinc.com 310.895.7000 Margaret Shanley Duff & Phelps margaret.shanley@duffandphelps.com 310.689.0072 Lisa Westhafer PNC Business Credit lisa.westhafer@pnc.com 310.809.9701 Bill Webster - Chief Executive Officer bill@acgla.org 310.245.5942 Christyne Buteyn - Chapter Executive info@acgla.org 310.426.9710 Paulette Dallas - Chapter Administrator paulette@paulettedallas.com 310.426.9710
UPCOMING EVENTS May 1, 2012 - 2nd Annual Awards Event Evening Event at the Disney Concert Hall, Downtown Los Angeles May 16, 2012 - Rush Hour Networking Rush Street in Downtown Culver City June 20, 2012 - State of Private Equity Evening Event at CA Club, Downtown LA