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Information Package

Mergers and Acquisitions Conference 2015


(MAConference 2015)

Hosted By Golden Networking


New York City
January 16, 2015
http://MergersandAcquisitionsConference.com
Facebook: https://www.facebook.com/events/369413599895188
Twitter Hashtag: #MAConference

Mergers and Acquisitions Conference 2015


New York City, where

Bruce Wasserstein, the Wall Street investment banker who helped pioneer
the hostile takeover in the 1980s and reshaped the mergers and
acquisitions business into a high art, was ambivalent about his trade. The
best rainmakers were capable men, he once said according to The
Economist, but deal making also attracted hustlers and swaggering
mediocrities. Whereas takeovers made the business world more dynamic,
they also led to pain, dislocations and blunders.
Whether deal making brings more positives than negatives is
once again an important question, because it is back with a
vengeance: U.S. M&A roared back to life and is up 50% this
year. Deal activity is now running at its highest levels on record
at estimated trillion and a half for 2014, the first time that it
would cross that level for a full year.

savvy deal makers, renowned investors and


inquisitive experts will bring their latest

The record run has been driven by strong demand from both domestic and
foreign buyers that include Chinese investors. The value of announced U.S.
domestic M&A volume, where both the buyer and seller are based locally, is
up 33%. Meanwhile, the value of announced deals in which a foreign firm is
buying a local one has multiplied three times from last years total. In fact,
four of the ten biggest deals in the U.S. involve foreign buyers.
Goldman Sachs has cemented its position as the top Wall
Street bank for mergers and acquisitions in one of the
busiest years in the business, with recent roles on two big
acquisitions worth a combined $100 billion: Actaviss $66
billion agreement to buy Allergan and Halliburtons $34.6
billion planned purchase of Baker Hughes. On the other
end of the spectrum, boutique advisory firms have also
benefited seeing their share of U.S. M&A fees increased
to 16%, up from just 8% in 2008.

insights for CEOs dead-set on building


decades-long advantages

The deal making may not slow down soon and could last at least another six to 12
months, says Joseph Perella, Chairman of investment bank Perella Weinberg
Partners. How could CEOs and boards get prepared to ride the M&A wave? How
can they become predators rather than prey? Golden Networkings Mergers and
Acquisitions Conference 2015 New York City, Will Wall Streets Mega-deal Boom
Keep Breaking Trillion-dollar Records in 2015?, will bring the answers for the
industrys most pressing questions.
Mergers and Acquisitions Conference 2015 New York City is the first (and only)
forum top executives, bankers, lawyers and investors need to attend to start 2015
off with a bang. Savvy deal makers, renowned investors and inquisitive experts
will bring their latest thinking to hundreds of senior business focused on
leveraging low-interest rates in America and Europe and their immense piles of
cash on hand while scoring strategic touchdowns that will build decades-long
advantages.

Insight, Relevant and Timely Topics at


Mergers and Acquisitions Conference 2015

Is the latest resurgence of deal making activity


the real thing?
New rules for corporate tax inversions and the
impact on pending deals
The role of private equity and the activist hedge
fund in M&A
Pharmas Gordian knot: How to fill in gaps in
their product offerings

Telecom M&A: More of a babys head on a


monkeys body?
Will megatrends driving tech M&A defy
uncertainty about the global economy?
Is todays M&A boom going to end badly?

Is the latest resurgence of deal making


activity the real thing?

The deal making explosion has not been confined to just


one region or industry. Activity across the three biggest
markets, the US, Europe and Asia, has been strong
throughout the year. Firms across these markets have
started to move away from the risk aversion and organic
expansion embraced in the aftermath of the global
financial crisis. The belief that significant levels of
growth can be more easily purchased than built is
returning to the markets. Does this renewed confidence
have strong pillars that will support growth? What
differences exist among different markets? Which
industries are set to continue carrying the M&A torch?

New rules for corporate tax inversions and the


impact on pending deals

After a flurry of so-called inversions, in which American


companies bought overseas competitors and moved
their headquarters abroad to reduce their tax bills, the
U.S. Treasury in September announced rules targeting
the transactions that reduce the economic benefits of
inversions after the fact, and in some cases, stop them
altogether. How will these new rules impact ongoing
deals? Are we witnessing the end of hopscotch loans
that allow corporations to avoid dividend taxes when
tapping tax-deferred foreign profits? What about the
usage of decontrolling strategies that restructure
foreign units so they are no longer U.S.-controlled?

The role of private equity and the activist


hedge fund in M&A

Five years after the end of the financial crisis,


it appears that corporations are finally willing
to make big bets again. CEOs seem no
longer worried about a double-dip recession
or another Eurozone crisis. Instead, they are
betting on growth in the years ahead,
displacing private equity from the
acquisitions machines steering wheel and
partnering with activist hedge funds such as
those run by Bill Ackman and Carl Icahn. Will
the advantages of tax inversions continue
out-muscling private equity firms? Will
activist funds, more powerful than ever in
America, stop unreasonable deals from
going forward?

Pharmas Gordian knot: How to fill in gaps in


their product offerings

Healthcare has been the busiest sector in U.S.


M&A in 2014. Health-care companies with deep
pockets and shallow product pipelines are set for
a busy time in the acquisitions front, with
biotechnology firms among the most prominent
targets even as they trade at record highs. Drug
makers like Pfizer, Actavis, Merck and BristolMyers Squibb are dealing with patent expirations
on top medicines and cutting researchers as they
refocus their product development strategies. Will
M&A solve pharmas hunt for new products to fill
in gaps in their offerings? Will cost-cutting
synergies run their course anytime soon? Which
combinations still make sense after a great run in
2014?

Telecom M&A: More of a babys head on a


monkeys body?

Telecommunications firms are seeking to bolster their


footprints across the country and gain more negotiating
power with content providers. Comcasts agreement to
buy Time Warner Cable was followed by AT&Ts
agreement to buy DirecTV for $48.5 billion. Even media
giants like 21st Century Fox, run by Rupert Murdoch,
looked to deal making, in part to give them more clout to
use against distributors. Will big deals really beget big
deals? Will the number of players left without a dance
partner catch M&A fever? Will we see more babys
heads on monkeys bodies?

Will megatrends driving tech M&A defy


uncertainty about the global economy?

Ernst & Young says there are five megatrends driving


tech M&A: smart mobility, cloud computing, social
networking, big data analytics and accelerated
technology adaptation. Historically, tech M&A was
driven by major vendors like Hewlett-Packard, Oracle
and IBM trying to expand their reach by acquiring
companies to consolidate and build on established tech
product families. Now its disruptive technology thats in
the crosshairs, as consolidation involves corporations
needing to catch up in a way that they are not able to do
fast enough organically. Will uncertainty about the
economy stop tech leaders in their tracks? How strong
is the technology M&A outlook for 2015? Are technology
execs confident in their own corporate earnings?

Is todays M&A boom going to end badly?

Long experiences of booms and slumps in M&A


have made investors wary. Veteran fund managers
and academics argue that deals satisfy executives
vanity and enrich their bankers and lawyers, but
destroy value for shareholders. Reflecting this
worry, when a firm announces an acquisition its
shares have tended to fall. However, since 2012
acquirers share prices have generally been stable
or have risen, according to McKinsey. Might this
time be different? Might the benefits of M&A be
more evenly spread between targets and acquirers
this time round? Will institutional investors act as a
brake on corporate chiefs empire-building dreams?
Will tighter regulation for too-big-to-fail bulgebracket banks restrain financing of big M&A deals?

Executives Who Should Attend (I)

Academics
Accounting Professionals
Activist Investors
Asset Managers
Boards of Directors
Chairmen of the Board
Chief Compliance Officers
Chief Executive Officers
Chief Financial Officers
Chief Operations Officers
Corporate Lawyers
Corporate Strategists
Deal Makers

Deans of Business Schools


Endowment Managers
Entrepreneurs
Exchange Officials
Financial Analysts
Financial Consultants
Financiers
Fund of Funds Managers
General Partners
Heads of Regulatory Affairs
Heads of Research
Heads of Risk Management
Hedge Fund Managers
14

Executives Who Should Attend (II)

Institutional Investors
Investment Bankers
Investment Managers
IPO Managers
LBO Specialists
Limited Partners
M&A Advisors
M&A Lawyers
Management Consultants
Managing Directors
Managing Partners
Pension Funds
Portfolio Managers

Presidents
Private Equity Managers
Rainmakers
Rating Agencies
Regulators
Risk Analysts
Risk Managers
Securities Specialists
Tax Advisors
Underwriters
Valuation Specialists
Venture Capitalists
Vice Chairmen
15

Partial List of Sponsors

Partial List of Media Partners

17

Golden Networking

Golden Networking is the premier networking community for


business, technology and financial services executives,
entrepreneurs and professionals; Golden Networkings forum and
receptions have been featured in The Wall Street Journal, The New
York Times, Los Angeles Times, Reuters and many other media.
For more information about Golden Networking and past Forums
and Receptions, please:

Visit: http://www.GoldenNetworking.com
Linkedin: http://www.linkedin.com/company/2633219
Follow on Twitter: @GNetworking
Join our Facebook page: http://www.facebook.com/GoldenNetworking

Who Attends our Business Receptions


and Forums?

Business, technology and financial services executives,


professionals and entrepreneurs, interested in staying
two steps ahead of their competition
Breakdown of attendees by job title:
o 34% Vice President Level
o 28% C-Level
o 22% Director - Managing Director Level
o 15% Associate - Analyst - Intern Level

Golden Networking's Receptions and


Forums Representation (I)

1st global
Abrams Associates
Acceptance Capital
ACTIV Financial
Actualize Consulting
Advanced Fund Administration
AITP LLC
Alaris Trading Partners
Algo Engineering
Alyar Global
Andrew Garrett
Angle Group
ApeironPrime
Atlantic Advisory

Avatar Securities LLC


Babson Capital Management
Bank of America Merrill Lynch
Barclays Capital
Basel Asset Management
BATS Global Markets
BlackRock
Blackstar Group, LLC
Bloomberg LP
Blue Star Jets LLC
broadstreettrading
BTIG
Business Logic, Inc.
Cantor Fitzgerald

Capital IQ
CapitalSource
Chatsworth Securities LLC
Chimera Securities
Christopher Street Capital
Citi
Credit Suisse
Crossix Solutions
CV Inc
Deschutes Capital
Deutsche Asset Management
Differential Research LLC
Direct Edge
E and J securities NYSE

Golden Networking's Receptions and


Forums Representation (II)

EchoTrade
Elk River Trading
Empire Capital Partners
Entrenet Ltd LLC
Equinix
ETR corp.
Five Prime Advisors
Freeport Advisors
GARP
GDR Privee
Gerson Lehrman Group
GilGantas LLC
GLC Trading Corp
Goldman Sachs

GotShops247
Grace Financial Group
Gravitas Technology
GRCBUS, Inc.
Gregoro LLC
Guggenheim Securities
Harma Risk Management LLC
Hite Capital
HKB
HSBC Bank PLC
HT Private Travel
Hudsonview Partners
Humanscale
HyPerform Group

iEpsilon
Imaginatrix
Independent
Industrial Renaissance Inc.
InfoHedge Technologies LLC
ING Clarion
Intrade LLLC
IO-Works Inc.
Jesup Lamont
JPMorgan Chase
KC Ward Financial
Koshdan Capital
LEK Securities Corp
Lenox Advisors

Golden Networking's Receptions and


Forums Representation (III)

Level3
Lightspeed Financial
Lightyear Capital
Lime Brokerage LLC
Liquidnet
LocateStock.com
Lyxor Asset Management
Madison Trading
Markit
Meridian Equity Partners
Merrill Lynch
MetLife
MF Global Investment
Mill Pond Capital

Millennium Partners
Morgan Stanley
MSF Capital Adsvisors
Natixis
Newedge
Nomura Research
NY Fed
Omega
OneMarketData
Optimum Lightpath
Options IT LLC
Orbis
Paramount
PCP Financial Partners

PEI Funds
Penn Mutual
Penson GHCO
Pershing LLC
PK Trading, LLC
Platinum Partners
Prestige Financial
ProCapital
Protrade Securities
Prudential Securities
Quantix
Real Time Partners LLC.
Reuters
RM Capital

Golden Networking's Receptions and


Forums Representation (IV)

SAP
Scher Financial Group
Schonfeld Securities
SecondMarket
Serlen Corp
Silver Leaf Partners
Sirenum Capital LLC
SLCE Architects
SMB Capital
Solomon Daniels
SR Labs
SRZ
Standard & Poor's
Stepwise Capital

Strategies For Wealth


Summa Capital Corp.
Summit Financial Holdings
Sunrise Securities Corp
Synchroneon, Inc.
Systematic Alpha Management
Systematic Strategies LLC
The Carlyle Group
Third Wave Global Investors
Three River Capital
Trading Cross Connects
TSIX Trading
Two Sigma Investments
UBS

UHY Advisors, Inc


Unilogic, Inc
Volant Trading
Wall Street Legal Consulting
Washington Capital
West Chester Strategic
Westbrook Capital, LLC
WJ. Dowd Inc.
Wombat Capital
WQL Consulting
WTS Proprietary Trading Group
X-Pen
YYC Capital Management
Zone Equity Group LLC

Additional Information

For more information, please contact:


Julia Petrova
Golden Networking
1-414-FORUMS0
jpetrova@goldennetworking.com

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