Tuesday, October 23, 2007
| 8:00 | Morning Registration and Coffee | |
| 8:45 |
Opening Remarks from Conference Co-Chairs Fred Sroka, Partner, PRICEWATERHOUSECOOPERS LLP Steve Franklin, Partner, GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP |
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| 9:00 | NEW! Business Card Exchange | |
| 9:30 |
Making Sense of Recent Developments Affecting Private Equity Taxation Robert A. Cudd, Partner, MORRISON & FOERSTER Gary Herrmann, Partner, MORGAN LEWIS |
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| 10:15 | Networking and Refreshment Break | |
| 10:35 |
Strategies for Compliance with the Latest Financial Accounting Requirements Greg Vlahos, Partner, PRICEWATERHOUSECOOPERS LLP Kenneth W. Muller, Co-Chair, Private Equity Fund Group, MORRISON & FOERSTER LLP |
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| 11:15 |
Strategies for Structuring Inbound Transactions with Inbound Investors from a Tax Perspective Moshe Kushman, Partner, SKADDEN Richard Fung, Partner, ERNST & YOUNG |
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| 12:00 | Luncheon for delegates and speakers | |
| 1:15 |
CFO Focus: What Issues are Venture Capital Fund CFOs/COOs Facing? Moderator: Sam Kaywood, Partner, ALSTON & BIRD LLP Tim Selby, ALSTON & BIRD LLP |
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| TRACK A – GP ISSUES | TRACK B - LP Issues | |
| 2:10 |
Initial Structuring Issues for Tax-Efficient Fund Formation Glenn Mincey, Senior Manager, DELOITTE TAX Mary Kuusisto, Partner, PROSKAUER ROSE | Valuation Issues for LPs and Private Equity Firms
Kenneth W. Muller, Co-Chair, Private Equity Fund Group, MORRISON & FOERSTER LLP |
| 3:00 | Afternoon Break | |
| 3:20 |
Best Practices for Managing Allocations and Distributions Robert W. Wood, Partner, WOOD & PORTER Kirt Switzer, Partner, ERNST & YOUNG | Creating Structures That Allow Tax-Advantaged Exits
Deborah Ludewig, Partner, K&L GATES |
| 4:10 |
Successful Strategies for Managing GP & Management Structural Issues Don Rocap, Partner, KIRKLAND & ELLIS Fred Sroka, Partner, PRICEWATERHOUSECOOPERS LLP | Creating Estate-Planning Friendly Investment Structures
Ivan Taback, Partner, PROSKAUER ROSE David Jacobson, Director, UBS PRIVATE WEALTH MANAGEMENT |
| 5:00 |
Day 2 Conference Concludes |
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