THE STATE OF THE DEBT MARKETS - 2013 PROGRAM GUIDE SPONSOR
Wednesday, July 17, 2013 • Beverly Hilton
TODAY’S PANELISTS Juan E. Alva Fifth Street Finance Corp. Mr. Alva joined Fifth Street as a Partner in January 2007. Based in Los Angeles, he is responsible for developing private equity sponsor relationships and originating loans in the Western Region of the United States. In addition, Mr. Alva is responsible for corporate development activities at Fifth Street, including mergers & acquisitions and strategic projects. Prior to joining Fifth Street, Mr. Alva worked at Goldman Sachs in the Financial Institutions and Corporate Finance Groups. Mr. Alva was also chief financial officer of ClickServices.com, Inc., a wireless software company majority owned by Cisco Systems, and also was a senior investment banker at Trinity Capital, focused on small cap M&A transactions in the restaurant and food industries. Mr. Alva is a graduate of the Management & Technology Program at the University of Pennsylvania, with a B.S. in Economics from the Wharton School and a B.S. in Engineering from the School of Engineering and Applied Science. He sits on the Board of Healthcare Finance Group and on the Investment Committee of Chaminade College Preparatory.
David Brackett GE Antares Capital Mr. Brackett leads GE Antares’ private equity sponsor coverage activities and is a member of GE Antares’ Investment Council. He was one of the founding partners of Antares Capital which GE acquired in 2005. Prior to forming Antares Dave was a senior executive with Heller Financial. He began his career at Continental Illinois National Bank after graduating summa cum laude from the University of Denver. Dave received his MBA from Northwestern University’s Kellogg Graduate School of Management. Dave is based in New York City where he overseas GE Antares’ sponsor lending efforts.
Eric Beckman Ares Private Debt Group Mr. Beckman joined Ares Management in 1998 and serves as an Executive Vice President of Ares Capital and a Senior Partner in the Ares Private Debt Group. He is a member of the Investment Committee of Ares Capital Management, the Ares Private Debt Group Investment Committee and the Investment Committee of Ares’ European Private Debt business. Before joining the Private Debt Group, he served as a Partner in the Private Equity Group and a Principal in Ares’ mezzanine and special situations effort where he was responsible for originating, structuring and managing investments in senior loans, mezzanine debt, private equity and distressed securities across a number of industries. Mr. Beckman joined Ares from Goldman, Sachs & Co. where he specialized in leveraged loan and high yield bond financings. Mr. Beckman is the chair of the Los Angeles Advisory Committee and a member of the national board of directors of the Posse Foundation, a college access program for inner city youth. He graduated summa cum laude with a BA in Political Theory and Economics from Cornell University, and received his JD from the Yale Law School where he was a senior editor of the Yale Law Journal.
TODAY’S PANELISTS Steve A. Curtis PNC Business Credit Mr. Curtis joined PNC Business Credit in 2002 and is currently the Western Divisional Executive overseeing Marketing and Portfolio for the Southwestern Region (Headquartered in Dallas) and the Western Region (Headquartered in Pasadena, California) in addition to managing the marketing function in Western Canada. In total, he’s responsible for over $5 billion in commitments. He has an extensive background in commercial lending with experience in the management of marketing, portfolio, underwriting, and audit having worked with Congress Financial , CIT Business Credit and Wells Fargo Commercial Finance. He has a Bachelor Degree from Cal State Long Beach.
Allen Stern Imperial Capital Mr. Stern has over 25 years of experience advising boards and management teams on debt and equity capital markets, merger and acquisitions and restructurings. Mr. Stern has significant relationships within the institutional community including financial sponsors, hedge funds, mezzanine funds and senior lenders. Before joining Imperial Capital, Mr. Stern was a Senior Vice President in the Corporate real estate finance division of the Binswanger Company. Prior, he was a Vice President in the leveraged leasing/equipment and project finance arm of B.O.T Financial. Mr. Stern received a B.S. degree in Economics from Northeastern University in Boston.
TODAY’S MODERATOR Paul Hogan PNC Capital Markets LLC Mr. Hogan is responsible for all aspects of origination, structuring, documenting and distributing syndicated loan financings for both corporate clients and private equity firms. Mr. Hogan has over 20 years of banking experience. Mr. Hogan joined PNC in 2008 through its acquisition of National City, where he worked for 10 years in loan syndications. Mr. Hogan also spent 10 years with First Union, through its acquisition of CoreStates Financial, with his last five years in Debt Capital Markets’ Loan Syndications Group. In addition to his debt capital markets experience, Mr. Hogan spent five years in portfolio management, specifically in the Healthcare Finance Group and troubled asset unit of CoreStates Bank. He started his banking career with CoreStates in 1989 as a management trainee, completing a two year rotational management training program in 1991. Mr. Hogan holds a bachelors degree in Finance from LaSalle University and a masters degree in business administration from Lehigh 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 Ramesh Swamy, Vice President, Sponsorship at 213.688.3356.
TODAY’S SPONSORS
PROGRAM CHAIR Thomas Hayes, Senior Vice President, Steel City Capital Funding
PROGRAM GUIDE SPONSOR 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.
2013 ANNUAL SPONSORS ACG LA is generously supported 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
Comerica Bank
Brandon J.E. Ferrera, Senior Vice President, 562.590.2519, bjferrera@comerica.com
Crowe Horwath
Jeff Tillman, Director, 818.325.8416, jeff.tillman@crowehorwath.com
Crystal & Company
Shawn Bernardini, Executive Director, 619.265.6305, Shawn.Bernardini@crystalco.com
DLC
Rahul Merani, Director of Client Services, 310.895.7000, rmerani@dlcinc.com
Grant Thornton
Damon Frier, Partner, 213.688.1780, Damon.Frier@us.gt.com
Green Hasson Janks
Anant Patel, Partner, 310.873.1672, apatel@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
McGuireWoods, LLP
Richard Grant, Partner, 310.315.8234, RGrant@mcguirewoods.com
Morgan, Lewis & Bockius LLP
Robert C. Kelly, Assistant Director of Marketing, 213.612.2500, Robert.kelly@morganlewis.com
PNC Business Credit
Gail Bernstein, Executive Vice President, 626.432.7540, gail.bernstein@pnc.com
Polsinelli | Shughart
Tracey M. Ginn, Principal, 310.203.5304, TGinn@Polsinelli.com
Sheppard Mullin, Richter & Hampton, LLC Eric Klein, Partner, 213.228.3728, eklein@sheppardmullin.com
SingerLewak LLP
Suzie Doran, Partner, 310.477.3924, sdoran@singerlewak.com
Troy Gould PC
Larry Zamora, Marketing Coordinator, 310.789.1336, lzamora@troygould.com
Windes & McClaughry
Peter Lee, Partner, 562.435.1191, plee@windes.com
ABOUT ACG
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 57 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.
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 17-18, 2013 a $150 savings. As a reminder, any ACG member who refers 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.
2013 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 John Brumlik - Co-VP Awards KPMG jbrumlik@kpmg.com 213.955.8180 Thomas Cleary - Secretary Dykema Gossett tcleary@dykema.com 213.457.1760 Suzie Doran - Treasurer SingerLewak, LLP sdoran@singerlewak.com 310.477.3924 Chris Hebble - VP ACG Cup Cerberus California chebble@cerberuscalifornia.com 310.903.5016 Stephen Lee - Co-VP Awards K & L Gates stephen.lee@klgates.com 310.552.5015 Steven Moon - VP Private Equity Duff & Phelps Securities steve.moon@duffandphelps.com 424.249.1689 Ari Nadelman - VP Membership Lionfish Advisors, LLC ari@lionfishadvisors.com 310.396.8000 Amy Oswick - Co-VP Women of ACG Revo Payments amy.oswick@gmail.com 310.904.9819 Michael Patrick - VP Communications Gallagher Equity Advisors michael_patrick@ajg.com 818.539.1421 Gary Rabishaw - VP Programs Intrepid Investment Bank grabishaw@intrepidib.com 310.478.9000
Lewis Stanton - VP Corp Exec Forum Stanton Associates lstanton@stantonassoc.com 818.752.6500 Ramesh Swamy - VP Sponsorship Deloitte Corporate Finance rswamy@deloitte.com 213.688.3356 Tracy Washburn - Co-VP Women of ACG JP Morgan Chase tracy.e.washburn@jpmchase.com 213.621.8036 DIRECTORS AT LARGE Paul Gurrola Buxbaum HCS, LLC pgurrola@buxbaumhcs.com 323.273.5534 Eric Klein Sheppard Mullin eklein@sheppardmullin.com 310.228.3728 Scott Kolbrenner Houlihan Lokey skolbrenner@hl.com 310.712.6524 Peter W. Lee Windes & McClaughry plee@windes.com 213.327.0575 Rahul Merani DLC rmerani@dlcinc.com 310.895.7000 Margaret Shanley Duff & Phelps margaret.shanley@duffandphelps.com 424.249.1780 Bill Webster - Chief Executive Officer bill@acgla.org 310.245.5942 Christyne Buteyn - Chapter Executive info@acgla.org 310.426.9710 Anne Ettley - Chapter Administrator anne@acgla.org 310.426.9710
UPCOMING EVENTS July 23, 2013 - Rush Hour Networking Mas Malo, Los Angeles July 31, 2013 - Wine Tasting Event Winston & Strawn offices, Los Angeles
August 21, 2013 - Members Only Summer Party Shutters on the Beach, Santa Monica September 17 and 18, 2013 - ACG LA Business Conference featuring Bill Clinton