Agenda

8:00am – 9:00am

Breakfast and Registration

9:00am – 9:05am

Opening Remarks

9:05am – 9:10am

Introducing Gene Frantz:
Shawn Hessing 
Global Lead Partner, Private Equity
KPMG LLP

9:10am – 9:40am

Gene Frantz
Partner
TPG Capital

9:45am – 10:25am

"State of the M&A Marketplace in the IT Industry: Deal Terms, Valuation, and Notable Transactions"

Panel Discussion

Session Description:
Topics of discussion may include but are not limited to:

  • Deal screening, approval, and risk management
  • Structuring M&A transactions: financial engineering and incremental value in scale
  • Post-merger integration: benchmarking the financial success of a transaction and management change considerations
  • F5’s acquisition of Acopia Networks, Akamai’s acquisition of Netli Inc, and other recent transactions

Moderator:
Michael Kennedy        
Partner
O'Melveny & Myers

Panelists:
Gregg Lemkau
Managing Director
Goldman Sachs

Andrew Stern
Director of Corporate Development
F5 Networks, Inc.

Robert Wood
Vice President and Chief Development Officer
Akamai Technologies

*Please note this session is closed to the press.

10:25am – 10:55am

Coffee Break
Sponsored by Lincoln Berger LLP

10:55am – 11:35am

"Cross-Border M&A Transactions in the IT Industry"

Panel Discussion

Session Description:
The panel will discuss the challenges and opportunities associated with cross-border deals in the global IT space. Specific topic may include, but are not limited to:

  • Navigating and assessing complex regulatory environments
  • Global trends in the technology markets
  • Best practices in cross-border due diligence
  • Strategic partnering in Asia: mergers, acquisitions, joint ventures, and corporate investment

Panel Moderator:
Michael Braun
Partner
Morrison & Foerster LLP

Panelists:
Peter Fante 
Chief Legal Officer 
Verint Systems Inc.

Dan Gupta
Chairman and CEO
UST Global

Priscilla Hughes
General Counsel
Thomson Financial

11:40am – 12:10pm

Steven Geller 
Managing Director 
Credit Suisse

12:10pm – 1:10pm

Lunch

1:10pm – 1:40pm

Mike Andrade
Senior Vice President, Strategic Business Development
Celestica

1:45pm – 2:15pm

"M&A Success: Integration Planning is the Key"

Bob Beauchamp    
President and CEO   
BMC Software, Inc.

Interviewed by:
Richard L. Ptak
Managing Partner
Ptak, Noel & Associates LLC

2:15pm – 2:45pm

Coffee Break

2:45pm – 3:15pm

"Value Investing in Technology Companies: Opportunity or Oxymoro?"

Alex Slusky    
Managing Partner
Vector Capital

3:20pm – 3:50pm

Jonathan Korngold
Managing Director
General Atlantic, L.L.C.

Interviewed by:
John K. Halvey
Group Executive Vice President and General Counsel
NYSE Euronext

3:55pm – 4:35pm

Panel Discussion

“Best Practices in IT Mergers and Acquisitions: Due Diligence, Valuation, and Post-Merger Integration”

Panel Moderator:
Jason Berger 
Partner 
Lincoln Berger LLP

Panelists:
Neel Chopdekar 
Director, Strategic Transactions and Development 
AOL

John Raveret
Vice President, Corporate Development
Cognizant

John Somorjai
Senior Vice President, Corporate Development & Strategy
Salesforce.com

4:35pm – 4:40pm

Closing Remarks

4:40pm – 5:40pm

Cocktail Reception

 

*Agenda is subject to change.

Registration is closed for this event

Date: Thursday, March 27, 2008

Time: 8:00am – 6:00pm

Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.

Advance registration is required for all member meetings. Registration is not available onsite.

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