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March 17th, 2008
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What's Keeping Investors & CEOs Awake at Night ?
A panel of private equity experts
review their issues and concerns
Business owners and CEOs quickly learn that
they must operate under a different set of circumstances when the
company acquires private equity funds to help fuel growth.
Private equity flows from investors, many of whom provide money through
equity funds operated by professional money managers and investment or
merchant banks established specifically to match investors with
opportunities.
This month’s forum, led by our moderator, Dick Morgan, will focus on the
current concerns of both private equity fund managers and client company
executives. Attendees will hear perspectives from three experts,
including one who specializes in funding women-owned businesses. Our
panel will provide their views on the current trends as well as their
take on the future of private equity investment. Also, we will have some
time for your questions.
Mark your calendar and register right away for what promises to be a
mind-expanding Forum!
MAKE SURE YOUR CLIENTS
LEARN ABOUT VITAL LABOR TRENDS FROM YOU !
"Get smart, get known, and get business!"
Network, enjoy the informal interchange with professional colleagues,
and come prepared to challenge the speaker with your probing questions.
Please note the new venue for our
Management Consultant's Forum. We are now meeting at the Doubletree
Hotel -
4099 Valley View Lane, Dallas (North I-635 frontage road west of
Midway).
register on-line today -
Click Here |
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Our Panelists
 Charles
R. Martin
CapSource Fund, LP and CapSource 2000 Fund, LP - Secretary & General
Partner
Charles is one of the founding members of CapSource Fund, LP and
CapSource 2000 Fund, LP. He has been active in the day-to-day activities
of both funds since they began operations in 1997 and is responsible for
management of the Dallas Fort Worth office. Charles has over 30 years
experience in officer level management, acquisitions and financing. He
previously served as Vice President and Principal of Capital Alliance
Corporation, Dallas, Texas where he was the leading producer in mergers
and acquisitions. He served as President of a company consisting of
building supply distributors in several cities. As VP of sales and
marketing of a major home products manufacturer, he served as a member
of the corporate acquisitions committee and was instrumental in
completing several major acquisitions including divisions of McGraw
Edison and General Electric.
His leadership activities have included Director, Martin Industries;
Director, Amsouth Bank, Director, Chamber of Commerce; President of two
national trade associations and Colonel, United States Army Reserve.
Charles has an MBA from Southern Methodist University, completed
graduate studies in marketing at Syracuse University and received a BS
degree in Industrial Engineering from Auburn University.
 Floyd
W. Collins
Floyd W. Collins has been engaged in the private equity investment
business since 1978 and has provided the full spectrum of general
partner duties including raising capital, originating investments,
providing “value-added” portfolio company services, and exiting
investments via sale, recapitalization or IPO. A senior private equity
executive with 28 years of superior performance in mainstream buyout and
later-stage investments, he has co-founded and/or managed several
successful private equity investment businesses including; the $70
million Independent Bankers Capital Fund (“IBCF”) (1998-2006), Hibernia
Capital Corporation, the small business investment company of regional
banking giant Hibernia Corporation (1995-1996), and Conrad/Collins
Merchant Banking Group, a highly-successful boutique merchant banking
firm (1988-1997). Mr. Collins is an expert in the Small Business
Administration’s (“SBA”) Small Business Investment Company (“SBIC”)
program having formed, managed or been employed by five SBICs in his
career.
Mr. Collins earned his MBA from the Colgate Darden School of Business
Administration at the University of Virginia and received his
under-graduate degree at the University of Louisiana – Lafayette.
 Whitney
Johns Martin
Texas Women's Venture Fund
Whitney is co-founder of the Texas Women Ventures Fund and serves as the
managing member of the fund’s general partner Capital Across America
Texas, LLC. She is a member of the investment committee and a Charter
Investor in the fund.
Whitney has been in the venture capital industry for over ten years. She
has raised over $30 million from individuals, institutions and the
federal government to invest in private companies. Her leadership was
responsible for the creation of two funds focused on investing in
women-led companies both of which have been recognized as a Best
Practice in providing capital to women. In 1998, Whitney created the
first Small Business Investment Company (SBIC) to focus on women-led
companies. That fund and its co-investor partners invested over $50
million in women-led companies.
Whitney has served on numerous private company boards in her career. In
addition, she was three-time chairman of the Federal Reserve Bank of
Atlanta, Nashville branch (Greenspan appointee); member of the National
Women’s Business Council (SBA Administrator appointee); past national
President of the National Association of Women Business Owners (NAWBO)
(elected); and past member of the board for the National Foundation for
Women Business Owners (now called the Center for Women’s Business
Research).
She received a BS in Business Administration with highest honors from
the University of Tennessee (emphasis accounting and economics) and
graduated with honors from the University of Tennessee’s College of Law.
 Your
Panel Moderator
Richard P. Morgan, CMC
Dick founded Morgan Marketing Solutions in 1989 to "help leaders become
better marketers, using a holistic business approach." He is a past
president of IMC D/FW and an active IMC member both locally and
nationally.
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