The 3rd Global Forum on Investing in Distressed Debt Insights & Strategies for Distressed Asset Investing in an Uncertain Economy September 22 - 24, 2008 · Marriot East Side, New York, NY

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Conference Day Two: Wednesday, September 24, 2008

8:45 Chairperson’s Welcome And Opening Remarks

9:00 Discussing The Necessary Checklist In The Process Of Company Restructuring

• Analyzing the most important steps when restructuring a company in distress
• Evaluating the consequences of forced asset sales
• Choosing bankruptcy workout and corporate reorganization options
• Analyzing legal aspects of reorganization
• Executing a turnaround plan

Craig Forrest Noel Managing Director SIGNATURE CAPITAL PARTNERS INC.	Steven Panagos Founder PANAGOS KATZ SITUATIONAL INVESTING
Salvatore A. Barbatano Partner FOLEY & LARDNER LLP	Kenneth A. Rosen Member LOWENSTEIN SANDLER PC

10:00 The Shifting Fulcrum: Analyzing And Targeting Control Positions In Distressed Situations

• Discussing the steps when analyzing where you are (or want to be) in the capital structure of a distressed company
• Analyzing opportunities to exercise the most leverage from your position in the capital structure
• Evaluating intercreditor agreements: What do you want and what can you get?
• Assessing lessons learned from the current market and recent restructurings

Ben Pickering Senior Managing Director MESIROW FINANCIAL CONSULTING	Nicholas D. Tally Vice President WILMINGTON TRUST
David Blechman Principal SUN CAPITAL	Walter H. Curchack Partner LOEB & LOEB LLP

11:30 Discussing Hedge Funds Vs. Private Equity: Where Are They Now?

• Identifying the factors driving this convergence
• Evaluating the recent turmoil and its effect on this trend
• Looking forward: Will this convergence be permanent or faded out

Paul Coughlin Founder & Managing Partner LONGROAD ASSET MANAGEMENT	Ross Gatlin CEO & Managing Partner PROPHET EQUITY
Joseph Catalano Managing Director FULTUS CAPITAL	David McReynolds Principal AMERICAN CAPITAL

1:30 Discovering Alternative Restructurings: Converting Debt-To-Equity

• Knowing your conversion checklist
• Discussing sponsor's role: a view from below
• Identifying traps for the unwary debt investor

Jeffrey P. Kelly Private Equity and Mezzanine Investor AIG INVESTMENTS

Dean D'Angelo D. E. SHAW & CO.

Stephen A. Boyko Partner PROSKAUER ROSE LLP

2:15 Analyzing The Distressed Debt In Light Of The CDOs And CLOs

• Structuring CDOs and CLOs to maximize their value
• Discussing the risks associated with different CDOs and CLOs and methods of rating those risks
• Discussing the future of CDOs and CLOs

Debashis Bhattacharya Senior ABS Portfolio Manager FORTIS INVESTMENTS	Bradley Ives Managing Director BABSON CAPITAL MANAGEMENT
Richard B. Coons Managing Member CATROCK CAPITAL
Eric Adams Co-Chair, Structured Finance and Securitization KATTEN MUCHIN ROSENMAN LLP

3:30 Roundtable Discussions

These popular peer to peer roundtable sessions are designed to provide an open forum to discuss challenges and potential solutions and are an excellent way to develop networking contacts who share many of the same challenges as you and may have already found some of the solutions! Roundtables are led by experienced practitioners.

Roundtable A: Financial Services

Roundtable B: Subprime/Real Estate

Facilitator:

Walter H. Curchack. Partner
LOEB & LOEB
LLP

Roundtable C: Retail/Restaurants

Facilitator:

Kenneth A. Rosen
Member
LOWENSTEIN SANDLER PC

4:30 Closing Remarks, End Of Conference

[ Register Now] · [ Next: Pre-Conference Workshop: Monday, September 22, 2008 ]