Presented by the Richard Ivey School of Business and Loewen & Partners Inc.
What Business Owners Should Know American Investors – What They Want and How They are Different
Find out what American investors are looking for from Canadian companies and how they work with entrepreneurs north of the border. Gain insight from Canadian investment professionals working in the U.S. for American firms. Learn about their lessons and experiences.
Join us for a peer-to-peer conversation with leaders from the world of private capital as investors and entrepreneurs share their knowledge of private equity investing and cross border mergers and acquisitions activity.
Speakers
What Does American Money Seek in Canadian Companies & How Does It Work?
Monitor Clipper Partners, Boston – Bill Young, Founding and Managing Partner
As a professional engineer, Bill Young brings a practical enthusiasm to companies in Monitor Clipper Partners’ portfolio. Bill has worked with Monitor since 1989. He was a founding partner of Westbourne Management Group in Toronto, Canada, providing management services to companies requiring turnarounds. Bill began his career as a design engineer with Imperial Oil, Canada.
Bill holds an M.B.A. with Distinction from the Harvard Business School and a B.A. with Honours from Queen’s University in Kingston, Ontario.
Cross Border Investing - What Is Attracting Americans to the Canadian Market?
Duff & Phelps, New York – Michael Cochrane, Managing Director, Head of Investment Banking
Michael Cochrane heads Duff & Phelps’ Investment Banking segment. Michael has more than 17 years of investment banking experience, with a strong focus on middle market M&A. He has completed over 100 transactions, including more than 50 M&A deals and advisory assignments for middle market clients aggregating over $25 billion in enterprise value. Michael specializes in the coverage of technology, information, communications and entertainment industry areas.
Michael received his M.B.A. in finance and managerial economics from Northwestern University’s J.L. Kellogg Graduate School of Management. He also holds a J.D. from Queen’s University, Kingston, Ontario and a B.A. from the University of Western Ontario, London.
Presenting Sponsor
Richard Ivey School of Business –
David Simpson, Business Families Centre
As a former pro-hockey player and family business owner, David Simpson literally knows how to get the puck into the net. Recognizing the important role that family controlled businesses play in the Canadian economy, David founded Ivey’s Business Families Centre.
Family businesses produce 45% of GDP, create nearly 70% of new jobs, and employ 50% of the country’s workforce. As an operator in a family business himself, he supports learning in this vital sector of the Canadian economy and has a special passion to promote this lifestyle choice.
Event Details
CEO ROUNDTABLE
Friday, May 28th, 2010
10:30 am – 2:30 pm The National Club, Toronto Cost: $148 + GST
10:30 am - 11:00 am
David Simpson, Richard Ivey School of Business - Welcome
11:00 am - 12:00 pm What Does American Money Seek in Canadian Companies & How Does It Work?
Bill Young, Monitor Clipper Partners, Boston
12:00 pm - 1:15 pm
Networking and Lunch
1:15 pm - 2:30 pm Cross Border Investing - What Is Attracting Americans to the Canadian Market?
Michael Cochrane, Duff & Phelps, New York
Registration
To ensure attendees benefit from the experience of their peer group, seating is limited to business owners and CEOs.
To RSVP, please email
or phone (416) 961-0740 and ask for Anastassia Kobeleva.
Sponsors
Presenting Sponsor
Gold Sponsor
Media Sponsor
GOLD SPONSOR
Loewen & Partners is a private equity investment banking firm. The company assists mid-market enterprises in raising private equity capital and also offers corporate finance, financial restructuring and merger & acquisition advisory services. It specializes in innovative financing structures that maximize shareholder value in all transactions, including growth capital, recapitalizations, divestitures, buy-outs and structured exits.
