An Invitation to Join the Conversation - Turnaround Management ...

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An Invitation to Join the Conversation - Turnaround Management ...

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TMA

Western

Regional

Conference

An Invitation to Join

the Conversation

July 22 – 24

Carlsbad, California

La Costa

Sponsors

PLATINUM

IntraLinks, Inc

GOLD

Crowe Horwath LLP

Greenberg Traurig LLP

NRC Realty Advisors LLC

Shulman Hodges & Bastian LLP

Wells Fargo Business Credit

Wells Fargo Foothill

SILVER

Allen Matkins Leck Gamble Mallory

& Natsis LLP

AlixPartners

BDO Consulting

CRG Partners Group LLC

Dewey & Le Boeuf LLP

Dorsey & Whitney LLP

EPIQ Systems Inc

FTI Consulting Inc

Getzler Henrich & Associates LLC

Pachulski Stang Ziehl & Jones PC

Peitzman Weg & Kempinksy LLP

Prolman Associates

The Scotland Group Inc

Tiger Valuation

BRONZE

Alston & Bird LLP

Andrew M. Toft, Attorney At Law

Arcstone Partners Inc

Arent Fox LLP

Cogent Valuations

DSI – Development Specialists Inc

Fennemore Craig PC

FocalPoint Partners LLC

Great American Group

The Hilco Organization

Markus Williams Young & Zimmermann LLC

Marlin Equity Partners

r2 advisors llc

Renaissance Management Partners

Sierra Consulting Group

Sonnenschein Nash & Rosenthal LLP

Winthrop Couchot PC


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Dear TMA Members and Distressed Business Professionals:

It is our pleasure to invite you to attend the 2009 TMA Western Regional Conference at

La Costa in Carlsbad, California. It is our sincere hope that you will take advantage of this

event — a dynamic opportunity toJoin The Conversation” with fellow professionals in these

trying economic times.

The educational programs are designed to break from the traditional lecture structure

and professional networking will take on new meaning at the 2009 TMA Western Regional

Conference. Our goal is to provide a forum for relevant meaningful content and the

opportunity to make an impression on new professional contacts that extends beyond

trading business cards and sharing a cocktail.

We are energized about the 2009 TMA Western Regional Conference. The Conference

Board has worked very hard to build a memorable event and we hope that you will support

the TMA, get involved and “Join The Conversation”!

Conference Co-chairs:

Scott Gautier Thomas Kim

Peitzman Weg & Kempinsky, LLP r2 advisors, llc

Conference Co-Chairs

Scott Gautier, Peitzman Weg & Kempinsky LLP

Tom Kim, r2 advisors llc

Attendance Committee Co-Chairs

William Creelman, BDO Consulting

Mitch Ryan, EPIQ Systems Inc.

Budget Committee Chair

Nathan Cook, AlixPartners

Education Committee Chair

Sara Chenetz, Sonnenschein Nath &

Rosenthal LLP

Social Events Committee Chair

Josh Cashman, Arcstone Partners Inc.

Sponsorship Committee Chair

Jeff Pomerantz, NRC Realty Advisors LLC

Committee Members

Dale Belt, Sierra Consulting Group

Tedd Burr, Sierra Consulting Group

John Clemency, Greenburg Taurig LLP

Mark Gustafson, Wells Fargo Business Credit

Annette Jarvis, Dorsey & Whitney LLP

Alex Stevenson, FocalPoint Partners LLC

James Taggart, Renaissance Management Partners

James Timko, Allen Matkins Leck Gamble Mallory

& Natsis LLP

Andrew Toft, Andrew M Toft, Attorney At Law

Marc Winthrop, Winthrop Couchot PC

Bennett Young, Dewey & LeBoeuf LLP

Linda Zimmermann, Markus Williams Young &

Zimmermann LLC


This Is The Conference You’ve Been Searching For

•Discover how to deal with today’s limited financing and soft M & A markets

•Learn best practices, which industries are ripe for restructuring & what’s next

•Take advantage of structured networking activities to connect with your peers & build

relationships for referrals and case resources

•Meet professionals from Arizona, California, Colorado, Utah, Nevada and Washington

to expand your practice area

•Hear what’s happening in the leading edge and bleeding edge cases

•Ask questions and get answers from the people doing the deals

Build Your Network

Want to have some fun and discover how other high-value participants work as a team on

problem solving? Tell us the types of people you want to meet by checking boxes on the

registration form, and the conference will customize your dream team. Then we’ll turn you

loose on Thursday afternoon for wine blending, boat building and racing or a culinary iron chef

challenge pitting team against team.

Bring your inner child, your competitive adult and your sense of adventure. You’ll have fun,

meet new people, use your life skills, and exercise your leadership skills as you mold outside the

box solutions for the team’s challenges.

Schedule

Wednesday, July 22, 2009

10:00 am Golf

2:00 pm Tennis

12:00 pm – 8:00 pm Conference Registration Open

1:00 pm – 5:00 pm Exhibitor Set-Up

6:00 pm – 8:00 pm Welcome Reception

Thursday, July 23, 2009

8:00 am – 9:00 am Continental Breakfast

9:00 am – 12:00 pm Educational Program

12:15 pm – 4:00 pm Lunch & Networking Team Building Activities

6:30 pm – 9:30 pm Dinner & Monte Carlo Night

Friday, July 24, 2009

8:00 am – 9:00 am Continental Breakfast

9:00 am – 12:00 pm Educational Program

12:00 pm – 2:00 pm Closing Luncheon & Keynote

2:00 pm On Your Own – For Optional Activities

go to www.tmaconference.com

Golf, Tennis, Surfing, Kayaking,

Sea World, San Diego Zoo,

San Diego Wild Animal Park,

Legoland, Mountain Biking,

K-2 Go Cart Racing

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TMA Western Regional Conference – Educational Program

Restructuring in the Summer of 2009

Hear insights from expert legal, financial advisory, lender and investor viewpoint on how current law facilitates

and hampers restructurings, when it is best to undertake operational and balance sheet changes, the best

ways to do so in the then current economic climate, how lenders decide when to forebear, extend new credit

or foreclose in the credit markets of the day, and what investors seek and are willing to do when they invest in

distressed businesses in the summer of 2009.

Moderator Panelists

Michael Carr Gail K. Bernstein Nathan Cook Mette Kurth John Weycamp

American Capital LTD PNC Business Credit AlixPartners LLC Arent Fox LLP Crowe Horwath

Los Angeles, CA Pasadena, CA Los Angeles, CA Los Angeles, CA Grand Rapids, MI

Receiverships, ABCs and other Bankruptcy Alternatives

This panel will explore non-bankruptcy insolvency procedures that can maximize value for all constituencies,

yet be more cost-effective and timely than a traditional bankruptcy solution. The panel brings three unique

perspectives regarding non-bankruptcy alternatives, including the role of counsel, the estate fiduciary and the

valuation expert. Drawing on their vast experience in complex settings, this panel will offer practical and timely

analysis of the different options and make a compelling case that selection of a non-bankruptcy remedy often

offers the best solution.

Moderator Panelists

Bennett G. Young James C. Bastian, Jr. Steven D. Kam Susan L. Uecker

Dewey & LeBoeuf LLP Shulman, Hodges & Bastian LLP Cogent Valuation Uecker & Associates Inc.

San Francisco, CA Foothill Ranch, CA San Francisco, CA San Francisco, CA

Finding Financing for Distressed Businesses in a Changing World

It would be an understatement to say that today’s capital markets have “contracted” or are “constrained.”

The simple fact is, there are very few entities willing to finance turnarounds, restructurings and liquidations.

More than ever, political policy is playing a role in investment strategy decisions that define the parameters of

distressed business alternatives. The panel will discuss the sources and terms of available capital and speculate

as to the timing and events that may foreshadow the return of traditional distressed capital markets.

Moderator Panelists

Scott Gautier T. Scott Avila Jeremy Richards Ian Schnider Mark Weitz

Peitzman Weg CRG Group Pachulski, Stang, Ziehl Fortress Investment Great American Group

& Kempinsky LLP Los Angeles, CA & Jones LLP Group LLC Woodland Hills, CA

Los Angeles, CA Los Angeles, CA Los Angeles, CA

Is Black Oil in the Black? Can Corn be the New Oil? Will Green Energy Lead to Green Money? Exploring

Distressed Energy Opportunities

This panel will explore the difficulties inherent in the energy field with oil prices hovering around $50 a barrel

and the global economy in a recession. Problems that face secured lenders, including limited availability of

DIP financing and existence of mechanics liens, navigating refining and retail blues, valuation issues, potential

EPA concerns, whether green ever means green money for alternative energies, options for the oil field service

downturn, and workout and investment opportunities in this difficult and complex area will be addressed.

Moderator Panelists

Jim Taggart John Boken Craig Christensen Chad Weiss

Renaissance Mgmt. Partners Zolfo Cooper LLP Lindquist & Vennum PLLP JOG Capital

Salt Lake City, UT Los Angeles, CA Denver, CO Sarasota, FL

Jackson, WY

Digging Out of a Troubled Real Estate Investment: How to Find, Create and Preserve Value in Troubled Real Estate

The torrent of commercial real estate defaults and their effect on the real estate industry as a whole will be

discussed by experts who find, create and maximize value in troubled real estate. Lender, investor, owner,

developer and landlord/tenant issues will be addressed.

Moderator Panelists

James A. Timko William Allen Cynthia Nelson Dennis Ruben Adam Evans

Allen Matkins Leck Gamble Allen Partners Inc FTI Consulting Inc NRC Realty Hilco Appraisal

Mallory & Natsis LLP Newport Beach, CA Los Angeles, CA Advisors LLC Services Inc

Irvine, CA Scottsdale, AZ Los Angeles, CA

Surfing More Than the Internet: Helping Hi-Tech Companies Ride the Economic Tsunami

Ride the waves with the panelists, as they talk about how to avoid the wipeout and catch the fat wave in

restructuring hi-tech companies, how to rip your way through valuing IP assets, and how to follow the wake and

avoid getting walled off in current credit markets. Explore how to hang loose in the hi-tech industry to ride this

economic tsunami.

Moderator Panelists

Annette W. Jarvis Weston Anson Kurt Marsden Gary Sbona Peter Spasov

Dorsey & Whitney LLP CONSOR Intellectual Wells Fargo/Foothill Regent Pacific Marlin Equities

Management Asset Management Capital San Francisco, CA Partners LLC

Salt Lake City, UT La Jolla, CA Santa Monica, CA Los Angeles, CA


CONFERENCE REGISTRATION

REGISTER BEFORE June 5, 2009 and Save!

Conference registration is on a first-come, first-serve basis. Attendance is limited. One couple or family per

registration form. Paid and complimentary registrants need to submit this form. Fill out the form completely.

Note: You must be registered for the Conference in order to book a room at La Costa at reduced rates.

PLEASE TYPE OR PRINT CLEARLY SO YOUR INFORMATION IS READABLE.

Registrant’s Badge Name __________________________________________________________________________________

Guest’s Badge Name ______________________________________________________________________________________

Firm _______________________________________________________________________________________________________

Street ____________________________________________________ City/St/Zip ______________________________________

Telephone _______________________ E-Mail ________________________________________ Fax _______________________

Need special assistance? _______________________________________ Food Choice q Vegetarian

About You q Attorney q Investor q Service Provider q Turnaround/Financial q Other________________________

Targeted Deal Size Small ($50 m/ less) Medium ($50/$500 m) Large ($500 m/over)

Who You Want To Meet q Investor q Service Provider q Turnaround/Financial q Attorney q Other____________

Deadline: Early-Bird After Late/On-Site

Registration Rates 6/5/09 6/12/09 6/26/09 Registrant Guest Total

Attendee Registrant (includes Wed. opening $595 $645 $695 _____ _____ _____

reception, Thurs. bkfst, lunch, dinner & education;

team building; Fri. breakfast , lunch & education)

Guest (Wed. opening reception & Thurs. dinner) $300 $350 $400 _____ _____ _____

Exhibitor (includes same as Attendee, 1 per booth) Comp Comp Comp _____ NA NA

Exhibitor Add’l Staff (includes same as Attendee) $450 $500 $550 _____ _____ _____

Pre-Conference Activities (Select one only) Price Registrant Guest Total

Wednesday, July 22, 2009

q Golf, La Costa Golf Course at 10:00 am $150 _____ _____ _____

q Tennis — 1 hr. Clinic and 1 hr. play $100 _____ _____ _____

(subject to minimum registration)

Golf or Tennis Request to be paired with: ________________________ _______________________

Included Functions (please indicate your plans to attend or not) Registrant Guest

Wednesday Opening Reception q YES q NO q YES q NO

Thursday Network Building Activities – please rank choices (1st, 2nd, or 3rd)

______ Boat Building ______ Culinary ______Wine Blending

Thursday Monte Carlo Night & Dinner q YES q NO q YES q NO

TOTAL DUE __________________

Make check payable to JBS & Associates in the memo section, reference TMA Conference.

Mail to: 954 La Mirada, Laguna Beach, CA 92651-3751 or Fax to: 949-497-2623

Enclosed is my check for $_______________ (On a multi-person check, note the name of each person on the

check)

TMA prefers checks as it reduces our costs for credit card processing service charges.

Payment: q Visa q MasterCard Exp. Date _________ Billing zip code ____________ Security Code _____________

Card Number ______________________________________________________________________________________________

(Please print clearly)

Name on Card ______________________________Signature ____________________________________________________

(Please print clearly)

TMA Western Regional Conference Refund Policy: The conference registration, less a $50.00 service charge will

be refunded if a written notice of cancellation is received by July 1, 2009. Substitutions are allowed with no

service charge through July 13, 2009. Cancellations received after Monday July 13, 2009 at 5 pm (PST) are

non–refundable.

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Pre-Conference Networking

Golf – Wednesday 10am Tee Off

When you walk the fairways at La Costa Resort & Spa in Carlsbad,

California, you are following the same paths that the legends of the

game have traveled for more than 30 years. The North and South

18-hole courses are both beautiful and traditional in design, providing a

formidable challenge to a golfer’s shotmaking ability, both off the tee

and around the greens. Four sets of tees provide a gold course length

for all players to enjoy.

Sign up for pre-conference golf on the TMA Conference Registration form.

Tennis – Wednesday 2pm Clinic and Play

Host to prestigious tennis tournaments, La Costa has 17 clay and hard courts, as well as a staff of

USPTA certified professionals. Begin your stay at La Costa with a group stroke clinic followed by

social doubles play for an hour.

Sign up for pre-conference tennis on the TMA Conference Registration form.

Resort Activities

Activities are on your own, so make your reservations early, or drop in and enjoy La Costa.

Fitness Center – offers the latest in athletic equipment – plus a magnificent

270 degree view of the golf courses, the Athletic Club is an idea sanctuary

for a work out. TMA Conference participants enjoy complimentary fitness

center admission.

Spa – is the ultimate relaxation and wellness retreat. Enjoy the tranquil

and secluded spa pool and Jacuzzi, a wide variety of treatments,

Roman waterfall showers and the Spa Café. Advanced reservations are

recommended, please call 800-729-4772. Spa admission is complimentary

with a treatment.

Family Fun – comes for all ages. La Costa is family friendly and the TMA

Conference offers the group rate and value added benefits for three days

before and after the conference dates. Bring your family and enjoy all

the summer fun that La Costa and the San Diego area offer. Kidtopia Kids

Club accepts infants to grade school age children for play and

organized activities. Vibz Lounge for teens is a popular gathering

spot with video games, pool and arcade amusements.

Aquatics – kids pool, sandy beach pool, adult pool, private

cabanas or water play area with slides – La Costa has a pool for

your family.

San Diego Area Attractions – add a few vacation days to the

Conference and explore San Diego. The list could go on for pages,

but here are a few world class ideas: Legoland, Birch Aquarium at

Scripps Institution of Oceanography, San Diego Zoo or Wild Animal

Park, Sea World, San Diego Air & Space Museum or all that San Diego Bay and Pacific Ocean

offer from beach walking, biking, kayaking, hang gliding and sailing to scuba diving.


LA COSTA HOTEL RESERVATION

TMA Western Regional Conference Dates Reservation Deadline

July 22 – 24, 2009 – Wednesday – Friday June 15, 2009 – FIRM DEADLINE

Hotel Registration is on a first-come, first-served basis. Space or room types may sell out before the reservation

deadline date. Suites are expected to sell out quickly, so send your reservations in early. Reservations received

after June 15th will be accepted on a space and rate available basis as the conference loses its guaranteed

room block with the La Costa Resort & Spa. Reservation rates after June 15th, 2009 will be at higher rates, if

available. Conference rates will be honored 3 days pre and post conference if the extra days are booked at

the same time as your conference reservations. All rooms are non smoking.

Mail completed hotel registration form and deposit check (payable to La Costa) or FAX with credit card

number to: TMA Western Regional Conference • c/o JBS & Associates • 954 La Mirada St., Laguna Beach, CA 92651

FAX 949.497.2623 Questions? 949.497.3673 x 620

Do not include your hotel deposit in the same check as your conference registration. One family per

registration form. Use separate forms for multiple registrants from a company.

Reservations: Hotel registration WILL NOT be processed without receipt of conference registration and fee

payment. Hotel registration must be received together with conference registration by JBS & Associates. THE LA

COSTA RESORT AND SPA WILL NOT ACCEPT RESERVATIONS DIRECTLY. Provide a credit card number or separate

check for the hotel payable to “La Costa” for the hotel deposit.

PLEASE PRINT CAREFULLY & CLEARLY SO YOUR INFORMATION IS READABLE.

Accommodations will be occupied by:

Registrant’s Name _________________________________________________________________________________________

(List each guest’s name, indicate which names are children)

Guest (s) ___________________________________________________________________________________________________

Firm _______________________________________________________________________________________________________

Street ____________________________________________________ City/St/Zip: _____________________________________

Telephone_______________________ E-Mail ________________________________________ Fax _______________________

All reservation details are “requests” subject to availability. The usual $22 a day Resort Charge is WAIVED

for TMA. Self Parking is complimentary for TMA. Rates will be honored 3 days before and after the TMA

conference subject to availability, if booked with the original reservation.

Check your room request Rate Reservation Deposit

(per day) 1 night + 10% (federal, state, local taxes)+0.107% (CA

Tourism Assessment Fee) + $1(Carlsbad Tourism Business

Improvement District Charge)

q Plaza Standard Guest Room $ 179.00 $ 198.14

q King Bed q Queen/Queen Bedded Room q Request a Connecting Parlor-–add $100+tax per night

(limited availability at this rate)

q Resort Deluxe Guest Room $ 205.00 $ 226.77

q King q Queen/Queen Bedded Room q Request a Connecting Deluxe Room

q La Costa Suite $ 330.00 $ 364.44

(Larger room, king bed only, separate sitting area with pull-out love seat size sofa bed)

Other requests q Crib (complimentary) q Rollaway $35.00/ day q Handicapped accessible room

q 1st Floor q 2nd Floor

Your Name ________________________________________________________________________________________________

ARRIVAL Day & Date _____________________________ DEPARTURE Day & Date _________________________________

Payment Preference: Check payable to: (La Costa) q American Express q Master Card q Visa

Card No. _________________________________________________________ Expiration Date _______________________

Security Code ________________ Billing zip code ____________

(Please print clearly)

Name on Card __________________________________________ Signature ________________________________________

(Please print clearly)

Important Information: Deposit Policy: All reservations must be guaranteed with a first night’s room charge, taxes and fees as listed above

as a deposit. This will be applied to your account. A cancellation notice in writing must be received before July 14th at 5:00pm PST in order

to receive a full refund of any hotel deposits paid. If you fail to arrive for the 1st night of your reservation, you forfeit your deposit and the

remainder of your reservation will be cancelled. A new reservation is subject to availability and prevailing rate. La Costa and TMA will not

process Hotel reservations, if you are not registered for the conference.

Please remember….If you check out earlier than the date on this reservation and it causes TMA to pay an attrition penalty, you agree for

your credit card included hereon to be charged by TMA pro rata for any changes TMA is required to pay the hotel for your room night(s),

in addition to any early departure fees or lost deposits charged by the hotel.

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954 La Mirada Street

Laguna Beach, CA 92651

You Are invited to Join

the Conversation

July 22-24, 2009

Carlsbad, California

Save With Early Bird Pricing

www.TMAConference.com

MCLE and CPE Credit

TMA Southern California Chapter certifies that an application

is pending for approval of the conference’s educational

program for 7 hours of CPE State Bar of California MCLE

continuing education credit and also 7 hours of CPE credit

for accountants.

Join the Conversation. Build Your Network.

For complete conference information, go to:

www.TMAConference.com

Photography by Jeanne Sleeper and La Costa Resort

PRESORTED

FIRST CLASS

U.S. POSTAGE

PAID

AMI

PLATINUM SPONSOR

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