DETAILED AGENDA
(Topics, Speakers & Order of Sessions Subject to Change)

Check back regularly for updates. For information regarding speaking opportunities, please contact the event organizer:
Don Buford, CEO, iiBIG at 212-300-2521 or email info@iibig.com.

Day One – Monday, September 22, 2008
7:30 – 8:30 Registration & Networking
8:30 - 8:40

Welcoming Remarks

  • George Kent, Managing Director, Capital Markets, iiBIG

8:45 – 9:30

“State of the Industry” Keynote Panel:
A STRUCTURAL ANALYSIS OF THE MELTDOWN; AFTER-EFFECTS AND RESULTING INVESTMENT OPPORTUNITIES

Moderator:

Steve Moyer, Director, TENNENBAUM CAPITAL PARTNERS
   
Panelists:
  • Raymond A. Whiteman, Managing Director & Co-Head Global Distressed & Corporate Opportunities, THE CARLYLE GROUP
  • Ian Schnider, Managing Director, FORTRESS INVESTMENT GROUP
  • John Stark III, Managing Director, WATER TOWER CAPITAL, LLC
  • John Collard, CTP, Chairman, STRATEGIC MANAGEMENT PARTNERS (Past Chair, TMA)
9:35 – 10:20

Hedge Funds and Private Equity: Where are they Now in Distressed Debt?
As the credit crunch continues, Hedge Funds are expanding rapidly into areas previously dominated by banks. The number of hedge funds that specialize in asset-based lending has quadrupled in the last 3 years – and ‘banklike’ hedge funds had about $12 Billion in assets to lend at the end of 2007 – up from $900Million three years ago. How will this trend affect the distressed & turnaround markets?

Moderator:

J. Scott Victor, Senior Managing Director & Co-Head Special Situations Group,
NATIONAL CITY INVESTMENT BANKING
   
Panelists:
  • Jeffrey Hammer, Senior Managing Director & Co-Head Private Equity Advisors,
    BEAR STEARNS ASSET MANAGEMENT
  • Murray Stegelmann, Managing Director, KILIMANJARO FUNDS
  • Philip Arra, President, HUNT SPECIAL SITUATIONS GROUP
  • Kevin Griffin, Director & Head of Private Investing, OCTAVIAN FUNDS
10:20 - 10:50 Refreshments & Networking
10:55 - 11:40

Remedies for Legacy Ills, Activist Investing, and Corporate Governance and other Investor Hot Buttons
In light of litigation and shareholder disputes that have arisen in recent cases:

  • Did poor corporate governance contribute to the demise of a company and will good corporate governance actually help an emerging company?
  • Activism: Does taking a director position increase chances for success post-Chapter 11?
Moderator:

Jeffrey Geron, Partner, Sonnenschein Nath & Rosenthal LLP
   
Panelists:
  • Ross Gatlin, CEO & Managing Partner, PROPHET EQUITY LLC
  • Kevin Kester, Managing Director, SIGULAR GUFF & CO.
  • Rob Deutschman, President, CAPPELLO PARTNERS, LLC
    (& Vice Chair, Enron Creditors Recovery Corp.)
11:45 – 12:25

Cross Border and International Distressed Debt Opportunities

Moderator:

Waël Rostom, Partner, McMILLAN, LLP
   
Panelists:
  • Stephen T. Kargman, President, KARGMAN ASSOCIATES
  • Joshua Phillips, Principal, AURORA RESURGENCE
12:30 – 1:45 NETWORKING LUNCHEON
1:50 – 2:35

Institutional Investor Perspective on the Distressed & Opportunity Investing Markets

Several large pension funds are taking steps to take advantage of the crisis in the debt market. Hear why pension funds see opportunity in the current crisis.

  • Edwin T. Burton, Ph.D., Trustee & Chair, Benefits & Actuarial Committee,
    VIRGINIA RETIREMENT SYSTEM     (Professor of Economics, Univ. of Virginia)
2:40 – 3:30

Corporate Governance in the Zone of Insolvency: A Case Study

Moderator:

Paul J. Coughlin, Jr., Founder & Managing Partner, LONGROAD ASSET MANAGEMENT, LLC

   
Panelists:
  • Larry G. Halperin, Partner, RICHARDS KIBBE & ORBE LLP
  • Michael Epstein, Managing Partner, CRG PARTNERS
3:30 – 4:00 Refreshments & Networking
4:05 – 4:50

The 2008 Election: How (or) will it Impact the Economy and Opportunity Investing?

Moderator:

Mark Shinderman, Partner, MUNGER, TOLLES & OLSON, LLP
   
Panelists:
  • Bruce Ferguson, Managing Partner, APEX FUNDAMENTAL PARTNERS, INC.
  • Richard Benson, President, SPECIALTY FINANCE GROUP, LLC
4:55 – 5:55

Firing Line: Capitalizing on the New Distressed Debt
A panel of experts will take questions and discuss issues raised by the delegates. Questions will be solicited from conference attendees both prior to and during the event.

Moderator:

Tom Granahan, Editor, IDD MAGAZINE (A SourceMedia, Inc. Publication)
   
Panelists:
  • Joshua W. Easterly, Managing Director, America Special Situations Group, GOLDMAN SACHS
  • Christopher A. Gouskos, Managing Director, GATEWAY ASSET TRADING COMPANY, LLC
  • Craig Forrest Noell, Managing Principal, SIGNATURE CAPITAL PARTNERS, INC.
  • Bruce Ferguson, Managing Partner, APEX FUNDAMENTAL PARTNERS, INC.
  • Larry H. Lattig, Executive Vice President & Senior Managing Director,
    MESIROW FINANCIAL CONSULTING, LLC
6:00 – 7:30 Evening Networking Reception
   
Day Two: Tuesday, September 23, 2008
8:00 – 8:45 Networking & Registration
8:45 – 9:30

M&A: Turnaround and Distressed Debt Opportunities

Moderator:

Steven R. Gerbsman, Principal, GERBSMAN PARTNERS
   
Panelists:
  • Adam Gottlieb, Managing Director, INDUSTRIAL OPPORTUNITY PARTNERS
  • Frank R. Mack, Managing Director, CONWAY MACKENZIE & DUNLEAVY
  • Marc D. Puntus, Managing Director, MILLER BUCKFIRE & CO.
  • T. Scott Avila, Managing Partner, CRG PARTNERS
  • Michael Anderson, CEO, ECLIPSE CORPORATE DEVELOPMENT
9:35 – 10:20

Second Lien, Tranche B and Junior Sub Debt in Distressed Debt Investing Strategies

Moderator:

TBA
   
Panelists:
  • Kevin Cross, Managing Director, CERBERUS CALIFORNIA, LLC
  • Eric Beckman, Partner, Private Debt Group, ARES MANAGEMENT
  • Homyar M. Choksi, Principal, LBC CREDIT PARTNERS
  • Ted Koenig, President, MONROE CAPITAL
10:20 – 10:50 Morning Break & Networking
10:55 – 11:40

High Yield/Distressed Debt Market: Current Climate, Opportunities & Pitfalls

Moderator:

Peter M. Lupoff, Managing Director & Portfolio Manager, MILLENIUM MANAGEMENT LLC
   
Panelists:
  • David K. Sherman, Founder & Managing Principal, COHANZICK CAPITAL MANAGEMENT, LLC
  • Katalin E. Kutasi, Principal/Portfolio Manager, KELLNER DILEO & CO.
  • Michael Thompson, Managing Director, BAY HARBOUR MANAGEMENT
11:45 – 12:30

Investment and Disposition Strategies in the Residential and Commercial Real Estate Sectors

Moderator:

Robert Orsolits, President, BANK OWNED SERVICES
   
Panelists:
  • Tom Vivaldelli, Principal and Managing Director, DISTRESSED REAL ESTATE SOLUTIONS
  • Navin N. Nagrani, Vice President, HILCO REAL ESTATE, LLC
  • Christopher A. Gouskos, Managing Director, GATEWAY ASSET TRADING COMPANY, LLC
12:30 End of Conference:
Thanks for Thinking iiBIG!

     
     
     

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