8:00am – 8:50am

Breakfast

8:50am – 8:55am

Argyle Executive Forum Opening Remarks

8:55am – 9:05am

Conference Chairperson Opening Remarks

Bruce Zirinsky
Co-Chairman, Business Reorganization & Bankruptcy Practice
Greenberg Traurig LLP

9:05am – 9:35am

Wilbur Ross
CEO and Chairman
WL Ross & Co. LLC

Topics include, but are not limited to:

• What is unique about this distressed cycle?
• Expectations for the global economy in the next 12-24 months
• New opportunities arising as a result of changing government policies in the US and in Europe

9:40am – 10:20am

Panel Discussion Presented by Greenberg Traurig

"Distressed Investing: Overview of the Dynamics in the Distressed Markets"

Topics include, but are not limited to:

• What are some of the active sectors and geographies for distressed investing?
• How have transaction structures changed to adapt to the market and what are some of the innovative litigation plays that can be employed to invest in distressed assets and companies?
• How have changes in the bankruptcy code increased or decreased distressed opportunities?
• How have market and regulatory changes impacted distressed investing this year and going forward?
• How will the record volume of capital raised for distressed investing be employed and what are the implications of too much capital chasing too few deals?

Moderator:
Bruce Zirinsky
Co-Chairman, Business Reorganization & Bankruptcy Practice
Greenberg Traurig LLP

Panelists:
Patrick Blott
Founder
Blott Asset Management, L.L.C.

Alexander Greene
Managing Partner
Brookfield Asset Management

Jason New
Senior Managing Director of The Blackstone Group and
Head of Distressed Investing for GSO Capital Partners

*This session is off the record.                                                  

10:25 - 10:40am

Thought Leadership Spotlight Presented by Conway MacKenzie

Donald S. MacKenzie
Senior Managing Director
Conway MacKenzie, Inc.

10:40am – 11:10am

Coffee  Break

11:10am – 11:50am

Panel Discussion

"Successfully Managing Portfolio Companies Through the Restructuring Process"

Topics include, but are not limited to:

• Perspectives on the turnaround process from the initial meeting through consummation
• Current market trends in workouts and restructuring transactions, including trends in financing, value enhancement, and the participation of professionals
• Do’s and Dont’s of a workout, including a discussion of when and how best to engage management, customers, and other creditor constituencies
• Best practices in any operational/managerial restructuring

Moderator:
Jeff Marwil
Partner
Proskauer Rose LLP

Panelists:
Mitchell Drucker
Managing Director
Garrison Investment Group

Perry Mandarino
Partner, Business Recovery Services
PwC

David Shapiro
Managing Partner
KPS Capital Partners, LP

Aaron Wolfe
Principal
Sun Capital Partners

11:55am – 12:35pm

Panel Discussion

"Distressed Transactions and Value Opportunities"

Topics include, but are not limited to:

• A look at opportunities for investing in the lower middle markets and how they compare with ‘bigger’ deals.
• Best practices for sourcing deals in the middle market
• The refinancing wave – will it continue and the implications for distressed investors
• The “wall of debt” bank and bond maturities coming in 2011-2013, is it real and how big an issue?
• The role of CLOs in restructurings – friend or foe?
• The hangover from the previous LBO boom: where are the opportunities for restructuring

Moderator:
Henry P. Baer, Jr.
Partner, Head of Bankruptcy and Corporate Reorganizations Group
Finn Dixon & Herling LLP

Panelists:
Brandon Baer
Managing Director
Fortress Investment Group

David Breazzano
President, Chief Investment Officer
DDJ CAPITAL MANAGEMENT, LLC

Rich Caruso
Managing Director
Huron Consulting Group Inc.

Michael Fineman, CFA
Portfolio Manager, Special Situations Fund
Third Avenue Management

David H. Robbins
Managing Director
H.I.G. Bayside Capital

12:35pm – 1:35pm

Lunch

1:35pm – 2:15pm

Panel Discussion

"Investment Strategies and Best Practices for Distressed Investing in 2011"

Topics include, but are not limited to:

• Discussion of emerging structures/opportunities being used to invest in distressed.
• Outlook on the structured credit markets
• A look at distressed investing outside the US: Best practices for sourcing deals and navigating the regulatory environment, bankruptcy laws and approaches to due diligence
• Is there significant competition between credit vs. PE style investors? Who’s better positioned in 2011?

Moderator:
Martin Flics
Partner, Head of U.S. Restructuring & Insolvency
Linklaters LLP

Panelists:
Jessica Beattie
Director, Asset Management
Kohlberg Kravis Roberts & Co.

Jason Friedman
Managing Director
Marathon Asset Management

Steven Persky
Co-Founder, Managing Partner
Dalton Investments LLC

Oliver Wriedt
Managing Director, Capital Markets Group
Providence Equity Partners

2:20pm – 2:50pm

Coffee Break

2:50pm – 3:40pm

Panel Discussion

"Distressed Real Estate/Financial Institutions"

Topics include, but are not limited to:

• Has the stance of commercial banks to lend, extend and pretend started to shift? Are banks more open to resolving the distressed debt on their balance sheets?
• Has the greater regulatory and supervisory oversight of banks impacted their willingness to lend? Will be there a trend toward consolidation of banks and therefore opportunities for distressed asset purchases among the smaller banks?
• What sectors within real estate look particularly promising for distressed investing?
• Best practices for investing in CMBS and other CRE loans.
• A look at the FDIC’s disposition strategy for real estate loans.

Moderator:
Bruce Zirinsky
Co-Chairman, Business Reorganization & Bankruptcy Practice
Greenberg Traurig LLP

Panelists:
John McCarthy
Managing Director, Global Head of Asset Management
Starwood Capital Group

John Oros
Managing Director
J.C. Flowers & Co. LLC

Samuel Plimpton
Managing Director
The Baupost Group, L.L.C.

Peter Sotoloff
Managing Director, Real Estate Debt Strategies
The Blackstone Group

David Streicher
Managing Director
Rockwood Capital

*This session is off the record.   

3:45pm -  4:15pm

Steven Rattner
Former Counselor to the
Secretary of the Treasury

Interviewed by:
David Shepardson
Washington Bureau Chief
The Detroit News

4:15pm -  4:20pm

Conference Chairperson Closing Remarks

Bruce Zirinsky
Co-Chairman, Business Reorganization & Bankruptcy Practice
Greenberg Traurig LLP

4:20pm – 4:25pm

Argyle Executive Forum Closing Remarks

4:25pm – 5:25pm

Closing Reception