Private Equity Tax & Compliance Practices 2011

Agenda at a Glance

Day One | Day Two | Day Three

Wednesday, June 23, 2010

Master Classes
& Main Conference Opening

12:00-12:30

Master Class Registration and Lunch

12:30-3:30

Master Classes

2:00-2:15

Fifteen Minute Break

Master Class A

Basics of Private Equity Tax

Designed for newcomers who are looking for insight on technical issues and for experienced professionals who need clarification on recent changes, Basics of Private Equity Tax Practices will give you the comprehensive information you need.

Overview of Key Tax Codes Relevant to Private Equity, Including:
– Patnership allocations
– Deferred compensation
– Controlled Foreign Corps
Structuring PE Entities
Taxable and Tax-Exempt Investors
Compliance overview

Patrick Hackenberg, Senior Executive Officer, Capital Accountants LLC
Ruth GRetz, Senior Tax Director, BDO Seidman LLP

Ed Smith, Tax Partner, BDO Seidman LLP

Master Class B

Basics of Private Equity Regulations & Reporting

PE regulatory and reporting requirements are changing quickly – and frequently. Basics of Private Equity Regulations and Reporting will give newcomers and veterans alike the information necessary to understand the nuts and bolts of the requirements and ensure full compliance.

FBAR Filing Requirements
FATCA Withholding and Reporting
Securities Laws Relevant to Private Equity

Greg Nowack, Partner, Pepper Hamilton LLP

Steven Bortnick, Partner, Pepper Hamilton LLP

3:30-4:00

Main Conference Registration and Coffee

4:00-4:15

Chairman’s Welcome, Introduction of Keynote

Sam Kaywood, Partner, Alston & Bird

4:15-5:15

Keynote Address

Kenneth J. Kies, JD, LLM, Managing Director, Federal Policy Group

5:15-6:00

Legislative Update: Carried Interest and FATCA

We are closer than ever to resolution on Carried Interest and FATCA legislation. Discuss where we are going and how soon we will get there.

Carried Interest Tax: What does the Senate Proposal Look Like Now, and How is it Likely to Change?
Foreign Accounting Tax Compliance Act (FATCA) Outlook
– Implications for Offshore Structuring
– Minimizing Your Fund’s Exposure

Alston + Bird LLP

6:00

End of Conference Day One

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Thursday, June 24, 2010

Main Conference
Day Two

8:15am

Registration and Morning Coffee

8:45-9:00

Opening Remarks from Conference Chairman

9:00-10:00

Regional Report: Asia

Jonathon Leek, Partner, Coors Chambers Westgarth (Australia)

Nishith Desai, Partner, Nishith Desai Associates (India)

Sam Kaywood, Partner, Alston & Bird

10:00-11:00

Understand International Foreign Reporting Standards

Stephan Forstmann, Managing Director, Duff & Phelps LLC; Board Member, IPEV Valuation Board
Kathie Bugg, Partner, Deloite & Touche LLP

11:00-11:30

Networking Break sponsored by CBIZ Tofias

11:30-12:30

International Update: Cross Border Issues and Trends

Kim Blanchard, Partner, Weil , Gotshal & Manges LLP
Steven Bortnick, Partner, Peper Hamilton LLP

12:30-1:45

Networking Lunch

1:45

Track sessions begin

Track Sessions (Choose One Track):

Continuing the Conversation: Solutions to Ongoing Tax Issues	NEW Compliance 101: Preparing for the Future
1:45- 2:15
FIN48 Roundtable – After the First Year Scott Guertin, BDO Seidman LLP	Investment Advisor Registration Jerome Boynton, COO Promus Capital
2:15-3:30
Tax Considerations for Parallel & Secondary Funds Jay Bakst, Partner, Eisner LLP	Building a Compliance Office Nick Prokos, Partner, ACA Consulting Group

3:30-4:00

Networking Break sponsored by CBIZ Tofias

4:00-5:00

Afternoon Roundtables:

CCO Roundtable

Tactical Q&A with Top Compliance Officers to Help You Solve the Regulatory Puzzle

Karen Hansen, General Counsel & CCO, Flag Capital Management

Doug Cornelius, CCO, Beacon Capital Partners

CFO and Practitioner Roundtable Strategic Q&A with Key Decision Makers

Denise Marks, CFO, SV Life Sciences

Kelly L. Roberts, CFO, Brooke Private Equity Advisors

Michael Weafer, Tax Manager, PriceWaterhouseCoopers

Speakers of the Day Roundtable

Steven Bortnick, Partner, Pepper Hamilton LLP

Kim Blanchard, Partner, Weil , Gotshal & Manges LLP
Stephan Forstmann, Managing Director, Duff & Phelps LLC

Compensation Roundtable

Regina Olshan, Partner, Skadden, Arps, Slate, Meagher & Flom

5:00

End of Conference Day Two

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Friday, June 25, 2010

Main Conference
Day Three

8:30 am

Morning Coffee

9:00-9:15

Chairman’s Opening Remarks

Sam Kaywood, Partner, Alston & Bird

9:15-10:15

International Due Diligence: Best Practices for Inbound and Outbound Deals

David Bussius, Tax Services, CBIZ Tofias

10:15-11:15

Tax and Regulatory Concerns for US Distressed Investments

David Rievman, Partner, Skaden, Arps , Slate , Meagher & Flom LLP
Matthew Stevens, Partner, Alston and Bird , LLP
Michael Kearney, Counsel, Moris Cohen, LLP

11:15-12:15

Spotlight Sessions:

Spotlight Sessions give you the opportunity to closely study specific elements of deal structuring and emerging trends. Learn the ins and outs of a niche fund deal and how it applies to your fund, or stay ahead of the pack by learning about new players in the Private Equity space. (Spotlight Sessions run concurrently; please choose one at registration).

Spotlight On: Energy – Investing in an Energy Project Outside the US: A Case Study

Wallace Varga, Managing Director, Denham Capital Management
Jim Tapper, International Tax Partner, Pricewaterhouse Coopers
Stephen Mosha, International Tax Partner, Pricewaterhouse Coopers

Betsy Heckler, International Tax Partner, Pricewaterhouse Coopers

Spotlight On: Sovereign Wealth Funds – Tax Exceptions, Tax Considerations

Len Schneidman, Partner, Peper Hamilton LLP

Elaine Murphy, Partner, Ropes & Grey LLP

12:15-1:30

Networking Lunch

NEW! 1:30-3:00

Voice of the Audience: Key Experts Answer Audience Questions on Any Topic

Joseph Newberg, Partner, Weil , Gotshal & Manges LLP (Moderator)
Fred Sroka, Partner, Pricewaterhouse Coopers LLP
Arnold May, Partner, Proskauer Rose LLP

3:00-3:15

Chairman’s Conference Wrap up

3:15

Conference Ends

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