Ritz Carlton Lodge Lake Oconee, GA

Ritz Carlton Lodge
Lake Oconee, GA
September 16-18, 2015
www.southerncapitalforum.com
Platinum
Sponsors
CONFERENCE OVERVIEW
The Southern Capital Conference is an annual meeting where limited partners, placement agents, consultants and gatekeepers from
across the country come to build and extend relationships with general partners in the Southeastern private equity community. The
conference venue, the Ritz Carlton Lodge on Lake Oconee outside Atlanta, provides an ideal setting where participants can interact and
discuss regional and national trends that impact the venture capital, growth equity, buyout and mezzanine communities.
EXPECTED ATTENDEES
Approximately 250 attendees from a variety of private capital stakeholders:
•
General partners of private equity and venture capital firms
•
Limited partners
•
Placement agents
•
Gatekeepers/consultants
Other than fund placement agents and investment consultants, we are limiting attendance from service providers (e.g. accountants,
bankers, lawyers, lenders, search firms etc.) to only those firms who are sponsors of the Southern Capital Conference or members of the
Southern Capital Forum.
CONFERENCE ORGANIZERS
The conference is organized by the Southern Capital Forum (formerly the Atlanta Venture Forum). The SCF was founded in 1984 to foster
closer professional relationships among the members of the Southeast private equity community through the exchange of information and
ideas. The SCF has grown into the largest trade association for private equity investors in the Southeast, and its membership includes
individuals, firms and service providers in both the buyout and venture capital industries.
REGISTRATION
To register for the conference, please visit www.southerncapitalforum.com
ACCOMMODATIONS
The conference will be held at the Ritz Carlton Lodge on Lake Oconee. Attendees are encouraged to make reservations early as the
conference has booked a limited number of rooms at the special conference rate. The Ritz’s number is 706-467-0600.
2015 Sponsors
Huntz & Co.
Confirmed LP Attendees
Confirmed GP Attendees
Huntz & Co.
Conference Speakers
Tucker Carlson
Tucker Carlson is a veteran journalist and political commentator. He is the co-host of Fox and Friends Weekend and the editorin-chief of TheDailyCaller.com, one of the largest and fastest growing news sites in the country. Carlson joined Fox from
MSNBC, where he hosted several nightly programs. Previously he was the co-host of Crossfire on CNN, where he was the
youngest anchor in the history of that network. During the same period, Carlson also hosted a weekly public affairs program on
PBS. A longtime writer, Carlson has reported from around the world, including dispatches from Iraq, Pakistan, Lebanon and
Vietnam. He has been a columnist for New York magazine and Reader's Digest. He currently writes for Esquire and The New
York Times magazine. Carlson began his journalism career at the Arkansas Democrat-Gazette newspaper in Little Rock. His
most recent book is entitled, Politicians, Partisans and Parasites: My Adventures in Cable News. In 2006, he appeared on
ABC’s Dancing with the Stars. Carlson is currently working on his third book.
Jason Dorsey
Jason Dorsey is The Gen Y Guy®. He has been featured on 60 Minutes, 20/20, The Today Show and dozens more. His gift is
solving tough generational challenges for companies and leaders. He delivers a new take on generations based on his cuttingedge research and ready-to-use actions. Jason wrote his first bestselling book at age 18 (slight overachiever). His newest
bestseller is Y-Size Your Business. He also recorded the acclaimed training programs Managing Across Generations and
Insider Secrets for Selling to Millennials. Jason is Chief Strategy Officer at The Center for Generational Kinetics. In this role, he
goes behind the scenes with companies—and their data—around the world. These insights enable him to identify emerging
trends early, so you can too. Jason won the Austin Under 40 Entrepreneur of the Year Award at age 25—one of the youngest
winners ever. He now serves as a board member for venture-backed and emerging technology companies. And, yes, he text
messages his mom every day.
A True American Hero
Please join us for this Special Event with our Distinguished Guest Speaker to hear a unique view on principles of leadership,
importance of teamwork, prioritizing, how an overall "Can-do Attitude" can lead to success and much more. For security reasons
we are not able to discuss his identity prior to the event and no cell phone use or photography will be allowed. Thank you in
advance for your understanding and cooperation with the security measures. We are excited to share this opportunity with you
and hope you are able to attend.
Agenda
Wednesday, September 16th
3:00 – 6:30p.m.
CONFERENCE CHECK-IN/REGISTRATION
Location: Hotel Lobby
6:30 – 7:30p.m.
OPENING RECEPTION
Location: Tent – down spiral staircase then outside
7:30 – 10:00p.m.
DINNER WITH KEYNOTE SPEAKER – DEAL OF THE YEAR AWARD
Location: Salon I, II & III
WELCOME: John Huntz
Chairman, Southern Capital Forum
SPEAKER: A True American Hero
Agenda
Thursday, September 17th
7:00 – 7:00p.m.
ONE-ON-ONE MEETINGS WITH PLACEMENT AGENTS AND LPS – SPONSORS ONLY
Location: Breakout Rooms
GPs meet one-on-one and in small break-out groups with agents and LPs to discuss their funds’ specific investing
strategies, track records and fundraising plans.
7:30 – 8:30a.m.
CONTINENTAL BREAKFAST
Location: Pre-Function Area – Salon I, II & III
7:30 – 11:30a.m.
CONFERENCE CHECK-IN
Location: Hotel Lobby
8:00 – 8:30a.m.
WELCOME / INTRODUCTION
Location: Salon I
CONFERENCE CHAIR: John Huntz, Chairman of the Southern Capital Forum
PANEL ONE:
Venture Capital/Limited Partner – Venture is Back…Right?
Location: Salon I
8:30 – 9:30a.m.
INTRODUCTION & MODERATOR: Bob Crutchfield, Harbert


PANELISTS
Greg Baty, Hamilton Lane
Ed McCarthy, River Cities Capital

•
Alison Killilea, W Capital Partners
John Trbovich, Arsenal Venture Partners
PANEL TWO:
Selling a Business: A Great Time to Exit an Investment
Location: Salon II
INTRODUCTION & MODERATOR: Bo Briggs, Croft & Bender


PANELISTS
Chris Kersey, Camden Partners
Joe Rodgers, Monroe Capital


Bill Lundstrom, Eagle Merchant Partners
Joey Silver, DLA Piper
Agenda
Thursday, September 17th
9:45 –10:45a.m.
PANEL ONE: The Unicorn: A Fleeting Phenomenon or Permanent Fixture?
Location: Salon I
INTRODUCTION & MODERATOR: Travis Harms, Mercer Capital
PANELISTS

John Cambier, IDEA Fund Partners

Sujan Rajbhandary, Mercer Capital

Michael Maziar, Atlanta Technology Angels
PANEL TWO: Perspectives on the Full Lifecycle of Private Equity Investing, from Seed to Late Stage
Location: Salon II
INTRODUCTION & MODERATOR: Rimas Kapeskas, UPS Strategic Enterprise Fund
PANELISTS

Rob Frohwein, Kabbage

Greg Peters, NDN
11:00 – 12:00p.m.
Tom Noonan, TechOperators
Alan Taetle, Noro-Moseley


PANEL ONE: Fireside Chat with Private Equity Veterans
Location: Salon I
INTRODUCTION & MODERATOR: Dennis Hinton, Bonaventure Capital
PANELISTS


Mark Jones, River Associates
Brian Schneider, Northstar Capital

Joe Katcha, High Street Capital
PANEL TWO: Credit Markets
Location: Salon II
INTRODUCTION & MODERATOR: Chris Genovese, Portfolio Advisors
PANELISTS


Adrian Cronje, Balentine
Stephanie Lang, Homrich Berg


Brett Hickey, Star Mountain Capital
Dan Lee, Comvest Partners
Agenda
Thursday, September 17th
12:00 – 6:00p.m.
LUNCH & SNACKS AVAILABLE
Location: Hospitality Tent
Grab a table to unwind and get to know your fellow attendees. Food, snacks and cold drinks available all afternoon.
Sponsors: SCC Gold Sponsors
Huntz & Co.
12:30 - 6:00p.m.
SCC GOLF TOURNAMENT – boxed lunch available on Linger Longer patio
Location: Oconee Course at the Ritz-Carlton Lodge
7:00 – 8:00p.m.
RECEPTION
Location: Tent – down spiral staircase then outside
8:00 – 10:00p.m.
DINNER WITH KEYNOTE SPEAKER
Location: Salon I, II & II
WELCOME: John Huntz, Chairman of the Southern Capital Forum
SPEAKER: Jason Dorsey, Chief Strategy Officer at the Center for Generational Kinetics
Agenda
Friday, September 18th
7:00 – 12:00p.m. ONE-ON-ONE MEETINGS WITH PLACEMENT AGENTS AND LPS - SPONSORS ONLY
Location: Breakout Rooms
GPs meet one-on-one and in small break-out groups with agents and LPs to discuss their funds’ specific investing
strategies, track records and fundraising plans.
7:30 – 8:30a.m.
CONTINENTAL BREAKFAST
Location: Pre Function Area – Salon I, II & III
8:00 – 9:30a.m.
BREAKFAST WITH KEYNOTE SPEAKER
Location: Salon II & III
WELCOME: John Huntz, Chairman of the Southern Capital Forum
SPEAKER: Tucker Carlson, Veteran Journalist and Political Commentator
9:45 – 11:30a.m.
WORKSHOP: VC’s Through Buyout/PE
Location: Salon I
INTRODUCTION & MODERATORS: Nelson Chu, Kinetic Ventures &
Wade Stribling, Sutherland
DISCUSSION LEADERS
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Greg Bohlen, Union Grove Partners
Catharine Burkett, LCG Associates
Shea Goggin, UBS Investment Bank
Pete McElvain, Allstate Investments

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Barry Boniface, MSouth
Scott Burns, IKONIC Fund Services
Chris Keller, Summit Strategies
Jeff Muir, Fulcrum Equity Partners