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

TMA New York NextGen Breakfast Panel Building a Successful Career -Tips from the Titans (Distressed Investor Edition) November 28, 2012 Penn Club New York

Agenda Running Sheet 7:00 a.m. - 7:45 a.m. Check-In & Breakfast ► ► 7:45 a.m. - 8:00 a.m. Opening Remarks: Omar Mirza, Chair TMA NY Next Gen 8:00 a.m. - 9:00 a.m. Panel Discussion ► ► 9:00 a.m. - 9:15 a.m. Panel Q&A 9:15 a.m. - 9:45 a.m. Networking ► Moderator Panelists Alan Jones , Ken Ziman, Managing Director, Deputy Practice Leader of Corporate Head of Private Equity, Restructuring Morgan Stanley Skadden, Arps, Slate, Meagher & Flom LLP Bruce Mendelsohn, Managing Director, Head of Americas Restructuring Group, Goldman Sachs Steve Panagos , Managing Director, Vice Chairman Restructuring and Recapitalization Group, Moelis & Company Drew Newton , Managing Director, Head of US Distressed Desk Analysts, Citigroup Page 2

2012 Next Gen Committee Thank you to the 2012 Next Gen Committee Overview of 2013 Next Gen program Next Gen Committee Chair Education and networking events ► Omar Mirza, Ernst & Young Capital Advisors, LLC March - networking event ► ► ► May 20 - education event ► July 30 - networking event Next Gen Committee (alphabetical order) ► September - networking event ► Aaron Maczonis, Cerberus Capital ► December - education event ► Anna Ashurov, Goldman Sachs ► Chris Cruz, Searchlight Capital Partners ► “Lunch and Learn” series lunch time education roundtables ► Craig Anderson, The Blackstone Group ► Howard Levine, Bank of America Merrill Lynch ► Current restructuring and distressed investing topics ► Jennifer Marines, Morrison & Foerster ► Discussion led by senior partners Jennifer O'Neil, Jones Day Free to Next Gen members ► ► Kate Matson, BDO Consulting Q1, 2013 ► ► Kathlene Burke, Weil Q2, 2013 ► ► Marc Levee, Executive Sounding Board Q3, 2013 ► ► Max Polonsky, Skadden Arps Q4, 2013 ► ► Melissa Iachan, Togut Segal & Segal ► Sarah Frankel, Garden City Group ► Scott Chabina, Carl Marks Advisory Group ► Spencer Ware, AlixPartners ► Tim Meighan, Alvarez & Marsal ► Vik Jindal, Evercore Partners ► Page 3

Panel Discussion Personal Career Paths How did you get to where you are today? ► ► Please describe a seminal moment(s) in the first 5-10 years of your career. How did this moment affect your career path? Can you give an example of “rookie mistakes” you have seen (or made) and how can they be avoided? ► Advice for Young Professionals What are leading young professionals in your firm currently focusing on? ► What do you perceive as the differences in traits between buy-side, sell-side, and advisory professionals? ► ► Inter-generational dynamics – Boomers / Gen X / Gen Y Critical skill sets ► What set of skills and personality traits do you find most valuable in young professionals? – How do juniors and mid-levels build this foundation of skills in your world? – Business Development ► Where should people be focusing on to build / enhance their business development skills? ► In making strategic decisions, do you place more weight on quality of a pitch or the manner of its presentation? How much of a factor are personal relationships vs. quality of service? ► ► What types of personality traits do you value in people you do business with? Career Strategy ► In your sphere, what can someone entering the industry do to be a more attractive proposition and add immediate value on day 1? Where should young professionals be focusing on over the next 3-5 years? ► Market Focus ► Where are investors looking for opportunities to invest today? Where is the value? What are the key themes that will drive investment perspectives over the next 3-5 years? ► ► How do you envision the industry evolving over the next 5-10 years? Page 4

Q&A ► Questions from the floor? Page 5

Firms Represented Today Investment Banks/Advisors Attorneys Credit Funds/Banks ► AlixPartners ► Cooley ► Alostar Business Credit Alvarez & Marsal Curtis, Mallet-Prevost, Colt & Mosle ► ASM Capital ► ► BDO Consulting Debevoise & Plimpton ► Blue Wolf Capital Partners ► ► ► Capstone Advisory Group ► Foley & Lardner ► Cerberus Capital Management Citigroup Hahn & Hessen ► Fifth Street Capital ► ► ► Deloitte Corporate Restructuring ► Hogan Lovells ► Hilco Stream Bank Duff & Phelps Jones Day ► IBD Bank ► ► Ernst & Young Capital Advisors Kaye Scholer ► Odyssey Capital Group ► ► ► Evercore Partners ► Lowenstein Sandler ► Presidential Financial Corporation Executive Sounding Board Associates Morrison & Foerster ► TD Bank ► ► ► FTI Consulting ► Rattet Pasternak GlassRatner Advisory & Capital Group Schulte Roth & Zabel ► ► Institutions Global Hunter Securities Shearman & Sterling ► ► ► Ambac Assurance Corporation ► Goldman Sachs ► Skadden, Arps, Slate, Meagher & Flom Metlife ► Loughlin Management Partners + Co Stutman Trieister & Glatt ► ► ► Mesirow Financial Consulting ► Vandenberg & Feliu Other Moelis & Company Venable ► ► ► BMC Group Morgan Stanley Weil Gotshal & Manges ► ► Brooklyn College ► ► SSG Capital Advisors Columbia Business School ► The Renaissance Group ► ► Columbia University ► Tiger Valuation Services Epiq Systems ► WL Ross & Co. ► ► Garden City Group Kutzman Carson Consultants ► University of Chicago Booth School of ► Business ► University of Siegen Page 6