Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda -October 28, 2020

7:00 AM  – 8:00 AM

CDT

Virtual Conference personal set up (BMC Execs only) 

Please use this time to make sure you are prepared for the start of your conference at 8 AM CDT

 

8:00 AM – 9:00 AM

CDT

Executives walk through agenda with Gerald O’Dwyer, Managing Director –  Blackmore Partners

 

  9:00 AM – 9:30 AM

CDT

Introductory remarks by Gerald (10 min)

Introduction by Executive  to Private Equity Firms (20 min, 30 secs for each Executive) 

   9:30 AM – 10:15 AM

CDT

Panel 1 – How To Pick The Right Private Equity Firm Partner

    • Questions to ask
    • Actions/Signals to observe
    • Capital
    • Big vs. Boutique Firms
 

 Moderator: Yelena Edelstein, Deal Partner – Blackmore Partners 

 Panelists:

  • William Kidd, Partner – Kidd and Company
  • Lori Cunningham, Business Development Director – Trivest Partners
  • Grant Marcks, Head of Business Development- Atlantic Street Capital
 

10 minute break

10:25  AM – 11:10 PM

CDT

  • Panel 2 – Debunking The Private Equity Myth – Having A Private Equity Investor Will Not Destroy Your Company 
    • Operational control vs. Private Equity Interference
    • Investments in business vs wholesale cost cutting
    • Efficient hiring and firing
    • Growth/ROI-oriented capital
 

Moderator: Yelena Edelstein, Deal Partner – Blackmore Partners 

Panelists:

  • Eric Paquette, Vice President- ShoreView Industries
  • Denise Logan, The Seller Whisperer and Author of The Seller’s Journey, Chase What Matters
  • Robert Jackson, Vice President- Shorehill Capital

 10 minute break

11:20 AM – 12:05 PM

CDT

Panel 3 – Understanding How/What It’s Like to Work with a Private Equity Investor 

    • Different styles between firms
    • Communication
    • Board Meetings
    • Operational vs. strategic influence
    • Introductions
    • 100-day plan
    • Budgets
 

Moderator: Yelena Edelstein, Deal Partner – Blackmore Partners 

Panelists: 

  • Jeff Gonyo, Managing Director- Geneva Glen Capital 
  • Mark Schelbert, Managing Partner – Shackleton Equity Partners
  • Peter Reiter, Managing Director – RFE Investment Partners
  • Sam Seraphim, Managing Partner – Woodlake Group

 

5 minute break 

12:10 PM – 4:10 PM

CDT

Speed Networking Sessions between Private Equity and Executive Attendees via GoToMeeting

Your Virtual Conference Roadmap To Success

Because we want your virtual conference experience to positive, the following information provides details on how to maximize your time at the upcoming event.

  • All attendees and speakers should join the Virtual Conference between 8 AM and 9 AM CDT to ensure you are set up and ready for a 9 AM CDT sharp start.
  • There will be an introductory period once the event begins where you will have the opportunity to briefly speak about your previous experience and future intentions for getting involved with Private Equity.
  • As part of your prep for the conference you may consider listening to the webinars and taking notes.
  • Please be punctual to the scheduled start, stop, and break time. The 10-minute breaks between panel sessions can be used as needed to step away from your computers.
  • It is important to not only set large conference goals such as why you are attending and what you wish to accomplish overall, but also remember to set smaller goals for each interaction you have, such as identifying a specific thought, idea, or deal.
  • Executives now, more than ever, need to be proactive about utilizing networking conferences to expedite their deals. It's all about expanding your marketing funnel.
"One of the big reasons I came to the conference today, is that an important part of our strategy is finding deals where we can buy multiple companies and close them the same day, and one of the ways you can find companies that can do that is to find executives who have knowledge of industries or industry segments. who can lead us to the companies and we can put the businesses together."
Bill Kidd
Founding Partner
Kidd & Company
"Being able to expand your network outside the traditional network within your industry. Particularly, if you're looking for opportunities either with portfolio companies within private equity space and learning how they think, or looking for opportunity in terms of acquiring a business and getting somebody to help you. A lot of executives don't like that. It expands the possibilities of what people can so."
Jon Van Tuin
Business Development Executive
Trivest Partners
"I would definitely recommend attending if what's paramount to your investment strategy is executive talent with sort of thoughtful investment ideas. I thought this was a really unique way to development investment ideas as a firm, but also as a way to have an idea with a person that can help execute that strategy. I would definitely recommend this event to my fellow Private Equity executives"
Tate Bevis
Principal JMH Capital

Most Private Equity firms listen and ask questions based on Michael Porter’s 5 Forces.

Therefore, it would be best that you get a primer on these via two short videos:

Participating Firms And Speakers

Yelena Edelstein

Deal Partner

Jeff Gonyo

Managing Director

William Kidd

Partner

Mark Schelbert

Managing Partner

Eric Paquette

Vice President

Alan Ezeir

Founder

Dan Magarian

Partner

Lori Cunningham

Business Development Director

Sam Seraphim

Managing Partner

Grant Marcks

Head of Business Development

Robert Jackson

Vice President

Denise Logan

The Seller Whisperer and Author of The Seller’s Journey

Peter Reiter

Managing Director

To gain some insight into Private Equity and further your preparation you’ll want to listen to the following webinars:

Additional Resources