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EvEnt GuidE AGEndA

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Day 1: TUESDay

Day 2: WEDnESDay

Buyouts TEXASDecember 10-11, 2013 | The Ritz-Carlton, Dallas

7:30 a.m. Continental Breakfast & Registration

7:30 a.m. ExecConnect & dealConnect Meetings Begin

8:30 a.m. Welcome Remarks/State of the MarketPanEliSTS:Luca Salvato, Partner, Coller Capital8:45 a.m. LP Keynote: Erik HirschErik Hirsch, Chief investment Officer, Hamilton Lane9:15 a.m. Newsmakers of the Year Session IAlex Szewczyk, Co-Manager, BP Energy Partners LLCMoDERaToR:Steve Gelsi, Senior Editor, Buyouts Magazine9:40 a.m. Newsmakers of the Year Session IIMarek Herchel, Partner, Head of uS Funds team, AlpInvestMoDERaToR:Steve Gelsi, Senior Editor, Buyouts Magazine

10:00 a.m. Coffee Break

10:30 a.m. Track A Funds: Which Funds Are Getting Raised Now & Why?MoDERaToR:Steve Bills, Senior Editor, Buyouts MagazinePanEliSTS:Kelly Williams, Managing director, Credit SuisseGordon Hargraves, Partner, Private AdvisorsKenn Lee, Managing director, Cheyenne CapitalNarayan Chowdhury, Co-Founder, Franklin Park10:30 a.m. Track B Deals: The Busy Buyer: Active Dealmakers Discuss Today’s DealscapeMoDERaToR:Roger Hendren, Managing Partner, McGladreyPanEliSTS:Ned Fleming, Managing Partner, SunTx Capital PartnersSuzanne Kriscunas, Managing Partner, The Riverside CompanyJay Jester, Managing director, Audax GroupHoward Morgan, Co-President, Castle Harlan11:00 a.m. Track A Funds: LP Debate: What’s the Most Important LPA Term To Negotiate Today?MoDERaToR:Luisa Beltran, Senior Private Equity Writer, peHUB.comPanEliSTS:Michelle Davidson, Managing director, TorreyCove Capital PartnersBrannon Andrews, Assistant General Counsel, Employees Retirement System of TexasChristopher Bruneau, Executive director, 57 StarsJohn Clark, Managing director, Performance Equity Management 11:00 a.m. Track B Deals: Experts Debate: What’s the Right Amount Of Leverage?MoDERaToR:Stefan Shaffer, Managing Partner, SPP Capital PartnersPanEliSTS:Preston Massey, Founder, Congruent CapitalCorey Bailey, Senior vice President, Comerica Bank, Texas11:30 a.m. Track A Funds: The Re-up: Who’s In, Who’s Out?MoDERaToR:Danielle Fugazy, Contributing Editor, Thomson ReutersPanEliSTS:Marc Friedberg, Managing director, Wilshire Associates IncorporatedJohn Buser, Managing director, Neuberger BermanHeinz Blennemann, Principal, Blennemann Family InvestmentsJamie Ebersole, Managing director, SL Capital Partners Limited11:30 a.m. Track B Deals: Case Study Insights—3 Outstanding Southwestern Deals & Why They WorkedMoDERaToR:Steve Bills, Senior Editor, Buyouts MagazinePanEliSTS:Patrick Boyce, Partner, Highland Capital ManagementClay Callan, Managing director, Highland Capital ManagementTed Beneski, CEO, Insight Equity12:00 p.m. Operations Keynote: Greg BrennemanGreg Brenneman, Chairman, CCMP Capital AdvisorsMoDERaToR:David Toll, Editor in Charge, Buyouts Magazine

12:30 p.m. Lunch

1:30 p.m. Dealmaker Keynote: Brian ShethBrian Sheth, President, Vista Equity Partners

MoDERaToR:David Toll, Editor in Charge, Buyouts Magazine2:10 p.m. Track A Funds: Manager Diligence: What LPs Really Discuss Behind Closed DoorsMoDERaToR:Danielle Fugazy, Contributing Editor, Thomson ReutersPanEliSTS:Greg Walters, Principal, Pomona CapitalRyan Gunther, Principal, HarbourVest PartnersMarianne Dwight, General Counsel, Texas Treasury Safekeeping Trust CompanyHolly Holtz, Managing director, Shinrun Advisors2:10 p.m. Track B Deals: Becoming A Breakout Emerging ManagerMoDERaToR:Sanjiv Shah, Managing director, BAML Capital Access Funds ManagementPanEliSTS:Martin Chavez, Co-Founder, New Mainstream CapitalJack Glover, Founding Partner, Incline EquityDesmond Henry, Managing director, Trive Capital2:10 p.m. ExecConnect Meetings Resume

2:40 p.m. Track A Funds: The Latest In Fundraising—Open Q&A With A Panel Of ExpertsMoDERaToR:Steve Standbridge, Partner, Capstone PartnersPanEliSTS:John Crocker, Managing director, Auximos GroupCharles Bauer, Managing director, EnCap Investments McCall Cravens, Managing director of investments, Southern Methodist University Chris Trampe, director of Private Equity, Crow Holdings Capital Partners2:40 p.m. Track B Deals: How To Make Your Company Stand Out In A Competitive ProcessMoDERaToR:Steve Bills, Senior Editor, Buyouts MagazinePanEliSTS:John Arendale, Managing director, Harris WilliamsDavid Solomon, CEO, Lazard Middle MarketScott Oakford, Managing Partner, Hamilton Robinson Capital PartnersMark Burgett, Managing director, Wind Point Partners

3:10 p.m. Coffee Break

3:30 p.m. Track A Funds: LP Perspective: The Five Tell-Tale Traits Of Top Emerging ManagersMoDERaToR:David Toll, Editor in Charge, Buyouts MagazinePanEliSTS:Tom Kennedy, Managing director, Kensington Capital PartnersKevin Kester, Managing director, Siguler Guff & Co.Gijs Van Thiel, Managing Partner, 747 CapitalChristian Albert, Founder & Managing Partner, Bowside Capital3:30 p.m. Track B Deals: Dealmaker Roundtable: The M&A ClimateMoDERaToR:Luisa Beltran, Senior Private Equity Writer, peHUB.comPanEliSTS:Scott Winship, Managing director, GulfStar GroupJohn Bresnahan, Managing director, BlackArch PartnersDavid Rosewater, Partner, Schulte Roth & ZabelAndy Rabin, Managing director, J.P. Morgan4:00 p.m. Featured Panel On Energy DealmakingMoDERaToR:Ralph Money, Managing director, Commonfund Capital, Inc.PanEliSTS:David Miller, Managing Partner, Encap InvestmentsJoe Freedman, Senior Managing Partner and Counsel, Brookfield Private EquityAlec Neville, Managing director & Principal, PetroCap Partners II, L.P.4:30 p.m. Day 1 Anchor Keynote: Peter NolanPeter Nolan, Managing Partner, Leonard Green & PartnersMoDERaToR:David Toll, Editor in Charge, Buyouts Magazine

5:00 p.m. Cocktails

6:00 p.m. ExecConnect & DealConnect Meetings Conclude For Day 1

7:00 p.m. Close of day 1

7:30 a.m. Registration & Breakfast Opens

7:30 a.m. ExecConnect & DealConnect Meetings Resume

8:30 a.m. Welcome Remarks

8:45 a.m. Day 2 Opening Keynote: Adena FriedmanAdena Friedman, Chief Financial Officer, The Carlyle GroupMoDERaToR:David Toll, Editor in Charge, Buyouts Magazine9:15 a.m. Newsmakers of the Year Session IIINicolas Rohatyn, Chief Executive Officer, The Rohatyn Group9:40 a.m. Newsmakers of the Year Session IVTodd Dittman, Managing director, Angelo, Gordon & Co.10:00 a.m. ExecConnect Meetings Begin

10:10 a.m. Coffee Break

10:30 a.m. Track A Funds: Outlook For Small and Middle Market Buyout FundraisingMoDERaToR:Steve Bills, Senior Editor, Buyouts MagazinePanEliSTS:Lee Gardella, Managing director, Adveq ManagmentCharles Huebner, Managing Principal, RCP AdvisorsShari Young, Senior Consultant, Hewitt EnnisKnuppTom Gladden, Partner, Adams Street Partners10:30 a.m. Track B Deals: Mining Your Network For Deal Flow: How The Best SucceedMoDERaToR:Nadim Malik , Founder & CEO, Sutton Place StrategiesPanEliSTS:Kneeland Youngblood, Founder, Pharos Capital GroupJamie Elias, Partner, Trivest PartnersDavid Lonsdale, President and Managing director, Allegiance Capital

11:00 a.m. Track A Funds: Roadshow Workshop: Dos & Don’ts Advice From Top LPsMoDERaToR:Michael Tharp, Co-Founder & Managing director, Cimarron Capital PartnersPanEliSTS:Reynold Martin, CFA, Allstate InvestmentsRyan Bailey, investment Officer, Meadows FoundationDennis Montz, vice President, Sentinel TrustRandal Ralph, Managing director, Northwestern Mutual Capital11:00 a.m. Track B Deals: Five Things Today’s Top Dealmakers Are Doing To OutperformMoDERaToR:Luisa Beltran, Senior Private Equity Writer, peHUB.comPanEliSTS:Travis Hain, Partner, Ridgemont Equity PartnersBrent Williams, Managing director, Halifax GroupTerry Mullen, Partner, Arsenal Capital11:15 a.m. ExecConnect & DealConnect Meetings Conclude For Day 2

11:30 a.m. Presentation: A Truly Custom PE Benchmark – What It Is and Why You Can’t Buy OneAustin Long, Principal, Alignment Capital Group11:45 a.m. Featured Panel: The Next Five Years In Private EquityCatharine Burkett, director of Private investments, LCG AssociatesAdena Friedman, Chief Financial Officer, The Carlyle GroupRenee Hanna, investment Officer, Baylor UniversityMoDERaToR:Danielle Fugazy, Contributing Editor, Thomson Reuters

12:30 p.m. Conference concludes

SPOnSORS

Team McGladrey Golfer Zach Johnson and his caddie, Damon Green.

Straight up the hill and firm, Z.Yep. Got it.

When you trust the advice you’re getting, you know your next move is the right move. That’s what you can expect from McGladrey—expert teams that

operate as strategic partners throughout the private equity life cycle.

With our expertise in first-time sold companies, we address the unique concerns of private equity firms investing in the middle market.

That’s the power of being understood.

MCG1113-JH

Power comes from being understood.®

BADGESshould be worn at all times while at the conference. Should you not have a badge, you will be asked to return to the Registration desk immediately to secure one.

CONFERENCE HOURStuesday, december 10 from 7:30 am – 6.30 pmWednesday, december 11 from 7:30 am - 12:30 pm

DEALCONNECTFor those of you participating in this year’s dealConnect, meetings will take place in the Cypress Room across the lobby from the registration desk.

ExECCONNECT• For those participating in the ExecConnect

Program, the meetings will all take place in the Arboretum Rooms

• You should have received your meeting schedules already

• You will also receive more details, plus a copy of your meeting schedule when you check in to the conference

• if you have any questions about ExecConnect, you may reach out to Grant Catton at gcatton@hedgeworld.com

INFORMATION & HELP DESK is located at the Buyouts Texas Registration desk in the Ballroom Pre-Function Lobby

PLENARY KENOTES & SPEAKER SESSIONS• All Keynote speaker sessions and Track

A sessions take place in the Salon A• Track B sessions will take place in the

Salon B• You can see the full agenda signposted

at the event

dear Buyouts texas conference delegate,

thanks for joining us at Buyouts texas 2013! if you’ve come for some of the best networking and freshest insights in private equity in texas, rest assured, you’re in the right place.

We’ve planned a great few days for you, with scores of LPs, GPs, bankers and lenders at this event, so be ready to shake hands and meet people. As always, we’ve got a great set of panels and keynoters for you, a top notch mix of the established and the emerging, the mega and the micro. this year’s attendees are our most diverse and senior group that we’ve ever had. We aim for you to leave this conference with a crisper outlook on the market and a stack of business cards.

if you’re part of the ExecConnect private meetings, please note that they take place in the Arboretum Room. You should have been able to view and print your schedule on line. there are also printed copies of your schedule at our registration desk. Please be prompt, as the meetings are scheduled back-to-back, and we can’t fall behind schedule. if you have any questions about ExecConnect, please ask at the registration desk.

Finally, i’d like to extend a big thanks to our sponsors: Brookfield Asset Management, McGladrey, Hamilton Robinson Capital Partners, Highland Capital Management, Insight Equity, Castle Harlan, Gates Group, Coller Capital, RR Donnelley, Sidley, Schulte Roth & Zabel, Sutton Place Strategies and Teakwood Capital. We encourage you to visit these terrific firms in our sponsor area.

if there’s anything we can do to improve your time with us today, please don’t hesitate to ask.

Hope you have a great day.

Cheers,

Mark

Mark CecilConference Producer, Contributing Editorthomson Reuters

WELCOME

KEYnOtE SPEAKERS

Greg BrennemanChairmanCCMP Capital Advisors

DAY 1TuESDAY DECEMBER 1012:00 PM

Adena FriedmanChief Financial officerThe Carlyle Group

DAY 2WEDNESDAY DECEMBER 119:15 AM

Erik HirschChief investment officerHamilton Lane

DAY 1TuESDAY DECEMBER 108:45 AM

Peter NolanManaging PartnerLeonard Green & Partners

DAY 1TuESDAY DECEMBER 104:30 PM

Brian ShethPresidentVista Equity Partners

DAY 1TuESDAY DECEMBER 101:30 PM

WIFI CODEnetwork: Ritz_Carlton_ConferenceWifi code: Thomson

REGISTRATION, BREAKFAST, LUNCH & NETWORKING COCKTAILSRegistration is open from 7:30 a.m. ondecember 10, 2013• Buyouts Texas takes place in the Ballroom

area of the Ritz Carlton• From there, you’ll proceed to the Ballroom

Pre-Function Lobby for breakfast and networking

• A continental breakfast will be served in the Ballroom Pre-Function Lobby on both days from 7:30 a.m.

• Lunch & networking Cocktails will be served in the Ballroom Pre-Function Lobby

SPEAKERSPlease make your way to the room you’re speaking in, 15 minutes before your session begins, and check in with the member of staff who will be there to assist you.

GOLd SPOnSORS

SiLvER SPOnSOR SuPPORtinG PARtnER