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On behalf of the Private Equity Club and the Center for Private Equity and Entrepreneurship at the Tuck School of Business at Dartmouth, we are pleased to announce the second annual Tuck Private Equity and Growth Ventures Conference.

Location:
Tuck School of Business at Dartmouth
Hanover, New Hampshire

When:
Friday, February, 2, 2007
8:00 am - 5:30 pm
Networking breakfast, panel discussions, lunch, and networking reception

Saturday, February 3, 2007
8:00 am - 4:00 pm
Optional ski Day at Killington for conference participants and panelists, their family members, and current Tuck students

Program Information

Focus
Keynotes
Panelists
Conference Schedule
Registration
Conference Committee
Directions, Campus Parking, and Campus Map
Sponsors


Focus

The conference is designed to enhance the Tuck network in the private equity industry, to educate and enlighten Tuck students and alumni on trends in the private equity industry, and to facilitate networking. The conference will provide participants with an opportunity to address the relevant issues and trends in both the venture capital and buyout industries. We will host panels on:

  • Venture Capital - Financing Innovation
  • LBO Industry - Present & Future
  • Hedge Fund Investing
  • Limited Partners - Supporting PE Industry Growth
  • Hard Assets - Real Estate and Energy
  • Entrepreneurship - Growing a Company

Additionally, we will hold two small venture capital and buyout roundtable sessions where students will be able to speak with professionals about best practices for entering the private equity industry from Tuck.


Keynotes

  • Ed Glassmeyer T'68, Oak Investment Partners
  • Renny Smith T'83, TH Lee Putnam Ventures

Selected Panelists

  • Ajay Agarwal, BainCapital Ventures
  • John Barrett T'94, Cook Associates
  • Red Barrett T'89, Permal Capital
  • James Beach T'95, Joule Asset Advisors
  • Tom Beaudoin, WilmerHale
  • John Bello T'74, JoNa Ventures
  • Tom Blaisdell T'89, DCM - Doll Capital Management
  • David Clem D'71, Lyme Properties,
  • David Cohen T'95, Midwood Capital Management
  • Bob End D'77, T'82, Merrill Lynch Global Private Equity
  • Allan Ferguson, 3i
  • Tony Florence D'91, T'97, Morgan Stanley
  • Steve Graham T'86, Graham Partners
  • Matt Iorio T'98, MTI Capital Management
  • Mike Koester T'99, Goldman Sachs
  • Kevin Kuryla T'98, UBS
  • Alex LeJeune T'01, Cerberus Capital Managment
  • Matt Marolda T'02, StratBridge, Inc.
  • Andy Palmer T'94, Vertica Systems
  • Peter Sisson T'94, Toktumi
  • Russ Steenberg T'83, BlackRock
  • Dave Tabors D'93, Battery Ventures
  • Jim Tenner T'82, Broadleaf Services
  • Andrew Ward D'89, Riverstone Holdings


Conference Schedule

  • On-site registration and coffee
  • Networking breakfast and morning keynote
  • Morning panels
  • Networking luncheon and afternoon keynote
  • Afternoon panels
  • Networking mixer with prize raffle
  • Ski day at Killington the following day

View the full conference schedule »


Registration

There are several registration options to choose from. All options include breakfast, lunch, breaks, and a networking reception on Friday, February 2nd. Sorry, no refunds.

Tuck Alumni, Friends, and Family Registration

  • $129 - Conference only
  • $179 - Conference and one lift ticket for Killington on Saturday, February 3rd
  • $279 - Conference and overnight accommodations for Friday, February 2nd at the Hanover Inn. This ticket option is SOLD OUT. Please register for conference only or conference + skiing. See alternative overnight accommodations below or email conference registration.
  • $379 - Conference and overnight accommodations for Thursday, February 1st and Friday, February 2nd at the Hanover Inn. This ticket option is SOLD OUT. Please register for conference only or conference + skiing. See alternative overnight accommodations below or email conference registration.

Alumni, friends, and family register online by January 26th at www.acteva.com.

Tuck Student Registration

  • free - Conference only (registration is required)
  • $49 - Conference and one lift ticket for Killington on Saturday, February 3rd

Tuck students register online by January 26th at www.acteva.com.

Alternative Overnight Accommodations

  • $129 - Marriott Courtyard, Centerra Park, 10 Morgan Street, Lebanon, NH 03766 (opened November 2006). Call 603.643.5600 for reservations.
  • $134 - Norwich Inn, 325 Main Street, Norwich, VT 05055. Call 802.649.1143 for reservations.


Conference Committee

The organizing committee is being led by the Center for Private Equity and Entrepreneurship and includes an outstanding group of students and practitioners. The Program Committee includes:

  • John Barrett T'94, Cook Associates
  • Colin Blaydon, Tuck Center for Private Equity and Entrepreneurship
  • Dave Browne T'07, MBA Candidate
  • Peter Chiu T'07, MBA Candidate
  • Peter Denious T'97, FLAG Capital Management
  • Bob End D'77 T'82, Merrill Lynch Global Private Equity
  • Jordan Karp T'07, MBA Candidate
  • Adam Marcus T'07, MBA Candidate
  • Jonathan Masland, Tuck Career Development Office
  • Nathaniel Robinson T'07, MBA Candidate
  • Michael Sinclair T'07, MBA Candidate
  • John Taylor T'79, National Venture Capital Association
  • Fred Wainwright, Tuck Center for Private Equity and Entrepreneurship


Directions and Campus Parking

Directions to Tuck
The Tuck School is located in northern New England, near the intersection of Interstates 89 and 91, just 2 1/2 hours by car from Boston, 5 hours from New York, and 3 1/2 hours from Montréal. If you are traveling by air, there are several regional airports to choose from.

Campus Parking
Parking is limited - participants staying at the Hanover Inn are strongly encouraged to leave their cars at the Inn and walk to Tuck School (10 minute walk). If you drive to Tuck School, please park in the Cummings Lot or the Channing-Cox Lot (behind the Thayer School). Overflow parking is available in the Dewey Lot near the Dartmouth Medical School (15 minute walk). Shuttles to and from Dewey run every 10 minutes. NOTE: cars parked on Tuck Mall or Tuck Circle will be ticketed and towed by Dartmouth Parking Operations.

View directions to Tuck and campus map »

PLATINUM AND GOLD SPONSORS

Platinum Sponsor


Morgan Stanley has earned a worldwide reputation for the excellence of its financial advice and execution. Truly global, the firm is a market leader in Europe, Asia and the Americas. The 53,163 members of Morgan Stanley in 28 countries connect people, ideas and capital to help our clients achieve their financial aspirations.

Morgan Stanley's goal is to help individuals, institutions and sovereign states achieve their financial aspirations. To achieve this, we have built leadership positions in investment banking, asset management, credit services, debt and equity underwriting, research, sales and trading and the provision of financial advice. In each business, we focus on creating custom-tailored solutions that cut across functions to help our clients discover and realize new business and financial opportunities.

Our success is measured by the satisfaction of our clients. It is also measured by the professional and personal achievements of our employees and the long-term value we create for shareholders. It rests on shared values held throughout the firm: a common belief in the importance of integrity, excellence, entrepreneurial spirit, teamwork and a respect for individuals and cultures around the world. For more information, please www.morganstanley.com.

Platinum Sponsor


Founded in 1998, UBS Investment Bank's Private Funds Group (PFG) has emerged as one of the leading global placement agents. Its founders continue to run the group with a team of 43 professionals. PFG has excellent distribution capabilities in the US, Europe, Middle East and Asia, having successfully represented GPs that have raised over US$65 billion since 1998. The team brings a focused approach to fundraising, seeking to market no more than 10 mandates simultaneously. PFG considers this level of focus to be essential in order for a GP to succeed given increasing LP requirements for information.

The team seeks to work with GPs targeting funds of $250 million and upwards and has experience across a wide range of disciplines including LBO, venture capital, life sciences and other alternative strategies. Strong emphasis is placed on providing advice to the GP, with the ultimate goal of raising an optimally sized fund in the shortest time, with the most favourable terms and investor base.

The PFG also offers secondary market advisory services solely focused on advising holders of private equity interests in funds and equity stakes in private companies on their liquidity options. The dedicated secondary market advisory team was officially created in 2004, but its founding team members have been involved in the sell-side structuring, negotiating and executing of secondary transactions since 2001. The team has broad experience in all types of secondary transactions and has executed more than $4 billion of transactions, including limited and full auctions, synthetic secondaries and joint venture structures. For more information, please visit www.ubs.com.

Platinum Sponsor


Wilmer Cutler Pickering Hale and Dorr LLP is recognized globally for its premier practices in antitrust and competition; aviation; bankruptcy; civil and criminal trial and appellate litigation (including white collar defense); communications; corporate (including public offerings, public company counseling, start up companies, venture capital, mergers and acquisitions, and licensing); defense and national security; financial institutions; intellectual property counseling and litigation; international arbitration; life sciences; securities regulation, enforcement and litigation; tax; and trade.

The firm's corporate practice serves public and private companies, investment banks, venture capitalists, families and individual entrepreneurs throughout the world. We are widely recognized for our representation of all types of private equity funds, including venture capital funds, buyout funds, secondary funds and fund of funds. We have extensive experience in domestic and international private equity transactions. Combining our knowledge of corporate, tax, securities, intellectual property, litigation and ERISA law, we have successfully handled numerous fund formations, mezzanine and later stage investments, rollups, leveraged buyouts, management buyouts, private investments in public equity (PIPEs) financings, going private transactions and recapitalizations. Our fund clients are located throughout the US, and in Europe, Israel and Asia.

With a longstanding commitment to public service, WilmerHale is also renowned as a leader in pro bono representation. The firm has more than 1,100 lawyers, and offices in the United States, Europe and Asia. For more information, please visit our website at www.wilmerhale.com.


Gold Sponsor


For more than 100 years, clients have relied on Deloitte & Touche USA LLP and its predecessor organizations for solutions to their ever-changing needs. We are a national and global leader today because we have sustained our clients’ trust and exceeded their expectations throughout our history. Great leaders, such as William Welch Deloitte, George A. Touche, Charles Haskins and Elijah Watt Sells helped define and expand the foundations of our profession and the value of our service. As we embark upon our second century of achievement, the story of our forebears and the outstanding clients they served continues to motivate and inspire us. These great clients, great leaders and great moments shaped the culture of client service that distinguishes the organization today. For more information, please visit www.deloitte.com.


Gold Sponsor


KPMG LLP, the U.S. member firm of KPMG International, offers its clients the scale, global reach, industry insight, and multidisciplinary range of services they require. KPMG partners and professionals provide a wide range of audit, tax and advisory services, working from 140 offices covering clients located in all 50 states.

KPMG's Transaction Services practice provides a range of services to private equity investors in both developed and emerging markets around the world. Whether your organization is a venture capital fund, a leveraged buyout firm, or an institutional investor, our professionals an help guide you on a deliberate path from early deal planning towards desired business results. For more information, please visit www.kpmg.com.


Gold Sponsor


Goodwin Procter LLP is one of the nation's leading law firms, with 700 attorneys and offices in Boston, Los Angeles, New York, San Francisco and Washington D.C. The firm's core areas of practice are corporate, litigation and real estate, with specialized areas of focus that include financial services, private equity, technology companies, REITs and real estate capital markets, intellectual property and products liability. Attorneys in Goodwin Procter's private equity practice focus on buyouts, recapitalizations and portfolio company transactions, representing both single investors and "clubs." Their work covers the full life cycle of clients' investments - from fund formation to exit and everything in between. They are particularly known for structuring innovative, tax-advantaged solutions and for their practical, client-oriented approach. For more information, please visit www.goodwinprocter.com.


Gold Sponsor


Graham Partners is a leading privately held investment firm, based in suburban Philadelphia, which focuses on acquiring and investing in privately held middle-market industrial companies with exceptional growth potential. Graham Partners is sponsored by the Graham Group, a privately held concern founded in 1960 that is comprised of industrial and investment businesses with more than $1.2 billion in investment assets. Since the firm’s founding in 1988, Graham Partners has closed over $3 billion in acquisitions, joint ventures, financing and divestitures and has had first-hand involvement in the operations of companies in numerous different manufacturing sectors. Graham Partners manages more than $850 million in equity capital and possesses a unique combination of financial expertise and operating resources, and a heritage of working within the structure of a family industrial concern. While primarily focused on domestic businesses with revenues of $20 million to $350 million, its access to substantial capital resources and longstanding relationships with customers, suppliers, industrial peers and affiliated investors provide the firm with the flexibility to pursue a wide variety of investment opportunities. For more information, please visit www.grahampartners.net.



Gold Sponsor

McKinsey & Company is a global management consulting firm. We are the trusted advisor to the world's leading businesses, governments, and institutions. We help leaders make distinctive, lasting, and substantial improvements to the performance of their organizations. We tackle their most difficult issues and serious challenges. We provide our people an outstanding place to work, with opportunities for growth that they can find nowhere else.

- We're about world-shaping impact.
- We're about developing exceptional leaders.
- We're about trust-based relationships.
- We're about finding innovative solutions.
- We're about people who have a passion to help.

We have an unparalleled depth of both functional and industry expertise as well as breadth of geographical reach. Our scale, scope, and knowledge allow us to address problems that no one else can. At heart, we are a network of people who are passionate about taking on immense challenges that matter to leading organizations, and often, to the world. For more information, please visit www.mckinsey.com.


Gold Sponsor


For more than 20 years, Alvarez & Marsal (A&M) has set the standard for working with organizations to tackle complex issues, boost performance and maximize value for stakeholders. As the leading, independent global professional services firm, Alvarez & Marsal excels at problem solving and value creation. Serving clients ranging from international enterprises to middle market companies to public sector entities, the firm draws on a deep operational heritage and hands-on approach to deliver comprehensive performance improvement, turnaround management and corporate advisory services.

With a team of seasoned professionals based in North America, Europe, Asia and Latin America, the firm provides turnaround management services, including performance improvement; turnaround and restructuring a dvisory; interim and crisis Management; creditor advisory and claims management. A&M's services also include: business consulting; real estate advisory; dispute analysis & forensics; corporate finance; tax Advisory; and transaction advisory. The firm works with large and middle-market businesses around the world in the corporate, as well as public and health care sectors. For more information, please visit us at www.alvarezandmarsal.com.


Gold Sponsor


Torys LLP is an international business law firm with more than 330 lawyers and offices in New York and Toronto. Torys provides legal services in a range of areas, and is recognized as one of New York's most experienced private equity firms. In 2003 and 2004, Private Equity Analyst listed Torys among the most active venture capital and private equity attorneys in the United States, by fund and by deal. We represent private equity funds and institutions in all forms of acquisition transactions, venture capital and minority equity investments; private equity funds and institutions in restructuring and exiting from their investments; financial institutions in their investments in private equity funds; and fund sponsors in their fund formation and capital raising activities. For more information, please visit www.torys.com or contact Jay Romagnoli, the head of our Private Equity Practice in New York, at 212-880-6034 or jromagnoli@torys.com.


Special Gold Sponsor

The Nelson A. Rockefeller Center for Public Policy and the Social Sciences is a lively, intellectual gathering place for students and faculty, and a catalyst for public policy research and education. Through the opportunities it offers students for discussion and interaction with scholars, policymakers and political figures, the Center prepares students for lives of leadership and service in a diverse and globally interdependent world. The Center also provides Dartmouth students a space that bridges their academic and personal lives through small discussion groups that focus on public affairs, public policy, law, leadership, social justice or politics. Scholarly work of the Dartmouth faculty is supported through interdisciplinary workshops and seminars where faculty and visiting scholars can present their work. Other funding supports faculty and post-doctoral fellowships, research and conference grants, and classroom enhancement programs. For more information, please visit www.rockefeller.dartmouth.edu.