Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - June 30th, 2021

Included for Executives: Six One-Hour Planning Sessions on June 16th ,18th ,23rd ,25th 28th and 30th

Two One-Hour Post-Feedback Sessions on July 7th and July 14th

One Follow Up Session to your 1-on-1 meetings on July 21st

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, 60 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:

10 minutes break

10:25 AM – 11:10 AM

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:

10 minutes 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: Tim Van Mieghem, Partner – The ProAction Group

Panelists:

5 minutes 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 executives should join the Virtual Conference between 7 AM and 8 AM CDT to ensure you are set up and ready with your computer, handset and camera.
There will be an executive introduction 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 PE 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:

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

VI BMC Virtual Conference - Events Scheduled

Date	Title	GoToMeeting Links
June 16th	Planning Session #1	Planning Sessions Room 11:00 AM - 12:00 AM (CDT) https://www.gotomeet.me/Blackmore/bmc-virtual-conference-planning-sessions You can also dial in using your phone. United States: +1 (872) 240-3412 Access Code: 190-160-557
June 18th	Planning Session #2
June 23rd	Planning Session #3
June 25th	Planning Session #4
June 28th	Planning Session #5
June 30th	BlackmoreConnects™️ Virtual Conference Wed, Apr 21, 2021 7:00 AM - 4:10 PM (CDT)	VI BlackmoreConnects™️ Virtual Conference Room https://www.gotomeet.me/Blackmore/vi-blackmoreconnects-virtual-conference You can also dial in using your phone. United States: +1 (646) 749-3122 Access Code: 483-574-373
July 7th	Feedback Session #1	Feedback Session Room 11:00 AM - 12:00 AM (CDT) https://www.gotomeet.me/Blackmore/bmc-feedbacksession-room1 You can also dial in using your phone. United States: +1 (872) 240-3212 Access Code: 519-502-957
July 14th	Feedback Session #2
July 21st	Follow up with your 1on1 meetings. The Next Step	Follow up 1on1 meetings & The Next Step – Room 11:00 AM - 12:00 AM (CDT) https://www.gotomeet.me/Blackmore/follow-up-with-your-1-on1-meetingsthe-next-step You can also dial in using your phone. United States: +1 (571) 317-3112 Access Code: 171-941-661

Virtual Conference Roadmap To Success

EXECUTIVE KIT

Conference Agenda - June 30th, 2021

Your Virtual Conference Roadmap To Success

Participating Firms And Speakers

Yelena Edelstein

Tim Van Mieghem

William Kidd

Ben Hughes

Bruce Lipian

Alex Welles

Andy Cantwell

Chris Nizolek

Chris Weidenhammer

Steele Windle

Jason Van Zant

Steve Singer

Jonathan Ives

John Newman

Lori Cunningham

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

VI BMC Virtual Conference - Events Scheduled

Additional Resources