RESTRUCTURING PANEL PROGRAM GUIDE SPONSOR
Wednesday, October 17, 2012 • California Club
TODAY’S PANELISTS Marc Liebman Alvarez & Marsal Corporate Finance Marc Liebman is a Managing Director with Alvarez & Marsal – Corporate Finance. He is a co-founder of the group and leads the practice’s efforts in the Western region of the U.S. Mr. Liebman specializes in strategic capital structure alternatives advisory, mergers and acquisitions, private placement financings and balance sheet restructuring. He has been involved in numerous financial advisory assignments, serving both public and private companies. In financially strained or over-leveraged situations, Mr. Liebman has assisted Clients both out-of-court and under Chapter 11 protection - to develop, negotiate and execute capital structure restructurings, raise capital, monetize assets and manage stakeholder relationships. He has successfully restructured the balance sheets of both large-cap and middle-market companies, raised billions of dollars of debtor-in-possession and exit financing for companies in and emerging from bankruptcy, and has executed sales transactions for firms pursuant to 363 sales processes. Mr. Liebman earned a bachelor’s degree in business administration, with a concentration in accounting, from the University of Notre Dame, and a master’s degree in business administration, specializing in finance, from the University of Chicago.
Michael H. Ahrens Sheppard Mullin Michael H. Ahrens is a partner in the Finance and Bankruptcy Practice Group in the firm’s San Francisco office. Mr. Ahrens represents clients throughout the country in all types of insolvency proceedings, including confirmation of plans, rejection and assumption of leases and other executory contracts, and bankruptcy litigation. Mr. Ahrens represents secured creditors, debtors, creditors’ committees, trustees and receivers. In addition, Mr. Ahrens has represented business clients in the purchase and sale of assets of troubled companies. He has substantial experience with loan workout problems of troubled companies, representing both financial institutions and borrowers. Mr. Ahrens has been named “Top Northern California Bankruptcy Lawyer” and has been named a member of the Northern California Super Lawyers, by San Francisco Magazine, from 2007 – present. Mr. Ahrens received his J.D., from the University of San Francisco and his B.A., from the University of San Francisco.
José Feliciano Clearlake Capital Mr. Feliciano co-founded Clearlake in 2006. Prior to co-founding Clearlake, Mr. Feliciano was a Partner and member of the investment committee at Tennenbaum, a private investment firm focused on distressed and other special situations investments. Mr. Feliciano serves on the board of directors, bank instructing groups and bondholder committees of numerous companies. Mr. Feliciano also serves on the Board of several non-profit organizations including the New America Alliance Institute and the Neighborhood Youth Association and has served as a Commissioner of the Industrial Development Authority of the City of Los Angeles. Mr. Feliciano received a B.S. in Mechanical & Aerospace Engineering with High Honors from Princeton University and a M.B.A. from the Graduate School of Business at Stanford University (where he was a Robert Toigo Fellow).
TODAY’S PANELISTS Steve Green Kibel Green, Inc. With more than 30 years of experience in business leadership, finance, operations, and turnaround management, Steve Green is a nationally recognized authority in these fields. Known for his strategic thinking and leadership in assisting companies through periods of transition or turnaround, Steve has led or participated in hundreds of operational transitions and major reorganizations, resulting in dramatic improvements to profitability and cash flow. He has also overseen numerous M&A and financing transactions. Steve holds an MBA from the University of Southern California (USC) and a BS in business from Northeastern University. He serves on the Advisory Council to USC’s Entrepreneurship Program and lectures at the USC graduate and undergraduate business schools. He is a frequent speaker on a variety of operational and financial topics. He also holds a California Real Estate Broker license.
TODAY’S MODERATOR Amit Patel Houlihan Lokey Mr. Patel is a Managing Director in the Financial Restructuring Group in Houlihan Lokey’s Los Angeles office. He has developed and executed corporate finance and operational strategies for numerous distressed companies as both a restructuring investment banker as well as a senior operating manager. He has initiated and led numerous restructurings, M&A assignments and financings for all levels of the capital structure. He has worked on over 40 restructurings representing both companies and creditors, and has dealt with many complex bankruptcy issues such as union, OPEB and asbestos-related liabilities. Mr. Patel has been deemed an expert witness by multiple bankruptcy courts in a variety of contested manners involving valuation, legacy and plan confirmation issues. Before rejoining Houlihan Lokey, Mr. Patel was leading the west coast efforts of Goldman Sachs Special Situation Group. His responsibilities included sourcing and executing distressed investments at all levels of the capital structure. Mr. Patel holds a B.S. in economics with a concentration in finance from the Wharton School at the University of Pennsylvania.
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
PROGRAM CHAIR Matthew P. Getty, Managing Consultant, Kibel Green Inc.
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.
2012 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
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
Grant Thornton
Harris Smith, Partner, 213.596.3445, harris.smith@us.gt.com
Green Hasson Janks
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
PNC Business Credit
Gail Bernstein, Executive Vice President, 626.432.7540, gail.bernstein@pnc.com
Sheppard Mullin
Eric Klein, Partner, 213.228.3728, eklein@sheppardmullin.com
SingerLewak LLP
Suzie Doran, Partner, 310.477.3924, sdoran@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
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 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.
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 213.689.4205
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 October 24, 2012 - Oktoberfest Ten Ten Wilshire, Los Angeles
November 13, 2012 - ACG LA Rush Hour Wine House, Westside LA
November 7, 2012 - WOA Neiman Marcus, Beverly Hills
November 21, 2012 - Retail Beverly Hilton, Beverly Hills