TMA New York NextGen Breakfast Panel Building a Successful Career - - PowerPoint PPT Presentation

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TMA New York NextGen Breakfast Panel

Building a Successful Career -Tips from the Titans (Distressed Investor Edition)

November 28, 2012 Penn Club New York

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Agenda

Alan Jones, Managing Director, Head of Private Equity, Morgan Stanley Bruce Mendelsohn, Managing Director, Head of Americas Restructuring Group, Goldman Sachs Steve Panagos, Managing Director, Vice Chairman Restructuring and Recapitalization Group, Moelis & Company Ken Ziman, Deputy Practice Leader of Corporate Restructuring Skadden, Arps, Slate, Meagher & Flom LLP

Moderator Panelists Running Sheet

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7:00 a.m. - 7:45 a.m. Check-In & Breakfast

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7:45 a.m. - 8:00 a.m. Opening Remarks: Omar Mirza, Chair TMA NY Next Gen

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8:00 a.m. - 9:00 a.m. Panel Discussion

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9:00 a.m. - 9:15 a.m. Panel Q&A

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9:15 a.m. - 9:45 a.m. Networking Drew Newton, Managing Director, Head of US Distressed Desk Analysts, Citigroup

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2012 Next Gen Committee

Thank you to the 2012 Next Gen Committee Next Gen Committee Chair

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Omar Mirza, Ernst & Young Capital Advisors, LLC

Next Gen Committee (alphabetical order)

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Aaron Maczonis, Cerberus Capital

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Anna Ashurov, Goldman Sachs

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Chris Cruz, Searchlight Capital Partners

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Craig Anderson, The Blackstone Group

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Howard Levine, Bank of America Merrill Lynch

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Jennifer Marines, Morrison & Foerster

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Jennifer O'Neil, Jones Day

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Kate Matson, BDO Consulting

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Kathlene Burke, Weil

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Marc Levee, Executive Sounding Board

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Max Polonsky, Skadden Arps

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Melissa Iachan, Togut Segal & Segal

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Sarah Frankel, Garden City Group

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Scott Chabina, Carl Marks Advisory Group

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Spencer Ware, AlixPartners

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Tim Meighan, Alvarez & Marsal

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Vik Jindal, Evercore Partners

Overview of 2013 Next Gen program

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Education and networking events

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March - networking event

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May 20 - education event

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July 30 - networking event

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September - networking event

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December - education event

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“Lunch and Learn” series lunch time education roundtables

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Current restructuring and distressed investing topics

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Discussion led by senior partners

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Free to Next Gen members

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Q1, 2013

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Q2, 2013

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Q3, 2013

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Q4, 2013

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Panel Discussion

Personal Career Paths

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How did you get to where you are today?

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Please describe a seminal moment(s) in the first 5-10 years of your career. How did this moment affect your career path?

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Can you give an example of “rookie mistakes” you have seen (or made) and how can they be avoided? Advice for Young Professionals

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What are leading young professionals in your firm currently focusing on?

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What do you perceive as the differences in traits between buy-side, sell-side, and advisory professionals?

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Inter-generational dynamics – Boomers / Gen X / Gen Y

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Critical skill sets

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What set of skills and personality traits do you find most valuable in young professionals?

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How do juniors and mid-levels build this foundation of skills in your world? Business Development

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Where should people be focusing on to build / enhance their business development skills?

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In making strategic decisions, do you place more weight on quality of a pitch or the manner of its presentation?

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How much of a factor are personal relationships vs. quality of service?

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What types of personality traits do you value in people you do business with? Career Strategy

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In your sphere, what can someone entering the industry do to be a more attractive proposition and add immediate value on day 1?

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Where should young professionals be focusing on over the next 3-5 years? Market Focus

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Where are investors looking for opportunities to invest today? Where is the value?

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What are the key themes that will drive investment perspectives over the next 3-5 years?

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How do you envision the industry evolving over the next 5-10 years?

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Q&A

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Questions from the floor?

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Firms Represented Today

Attorneys

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Cooley

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Curtis, Mallet-Prevost, Colt & Mosle

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Debevoise & Plimpton

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Foley & Lardner

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Hahn & Hessen

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Hogan Lovells

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Jones Day

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Kaye Scholer

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Lowenstein Sandler

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Morrison & Foerster

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Rattet Pasternak

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Schulte Roth & Zabel

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Shearman & Sterling

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Skadden, Arps, Slate, Meagher & Flom

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Stutman Trieister & Glatt

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Vandenberg & Feliu

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Venable

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Weil Gotshal & Manges

Credit Funds/Banks

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Alostar Business Credit

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ASM Capital

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Blue Wolf Capital Partners

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Cerberus Capital Management

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Fifth Street Capital

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Hilco Stream Bank

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IBD Bank

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Odyssey Capital Group

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Presidential Financial Corporation

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TD Bank

Institutions

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Ambac Assurance Corporation

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Metlife

Other

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BMC Group

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Brooklyn College

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Columbia Business School

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Columbia University

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Epiq Systems

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Garden City Group

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Kutzman Carson Consultants

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University of Chicago Booth School of Business

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University of Siegen

Investment Banks/Advisors

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AlixPartners

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Alvarez & Marsal

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BDO Consulting

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Capstone Advisory Group

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Citigroup

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Deloitte Corporate Restructuring

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Duff & Phelps

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Ernst & Young Capital Advisors

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Evercore Partners

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Executive Sounding Board Associates

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FTI Consulting

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GlassRatner Advisory & Capital Group

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Global Hunter Securities

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Goldman Sachs

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Loughlin Management Partners + Co

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Mesirow Financial Consulting

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Moelis & Company

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Morgan Stanley

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SSG Capital Advisors

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The Renaissance Group

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Tiger Valuation Services

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WL Ross & Co.