The Strategic and Financial Conference for Mid-Market Retailers
Main and Wall Conference 2009
The Strategic and Financial Conference
for Mid-Market Retailers
March 4 - 5, 2009
The Harmonie Club, New York City
2007 AGENDA

Tuesday, February 6, 2007
4:00 - 6:30 p.m. Registration  
5:00 - 6:30 p.m. Opening Reception  
Wednesday, February 7, 2007
8:00 - 9:00 a.m. Registration/Continental Breakfast  
9:00 - 9:30 a.m. Chairman's Welcome David Deutsch,
President, David N. Deutsch & Company LLC
Murray Forseter,
Publisher & Editor, Chain Store Age
9:30 - 10:30 a.m. The View from Main & Wall:
M&A and Capital Market's Overview


Who bought who in '06? Will consolidation in retail continue in '07? Show me the money—who's financing today's growing retailers? And what's the cost of that financing? A bird's eye view of "middle market" retail M&A finance.
David Deutsch,
President, David N. Deutsch & Company LLC (moderator)
Jeffrey Bloomberg,
Office of the Chairman, Gordon Brothers Group
Cheryl Carner,
Managing Director-Retail Finance, Capital Source
Murray Forseter,
Publisher & Editor, Chain Store Age
Joe Feldman,
Manging Director, Hardlines Retail Analyst, Telsey Advisory Group
10:30 - 11:00 a.m. Networking Break  
11:00 - 11:45 a.m. Growth Strategies and Tactics
for the Middle-Market Retailer


Where do "internal" growth strategies such as new-store-openings and vertical integration end, and "external" strategies such as acquisitions begin? How is growth financed? The stories of two successful growth companies (and the financing behind them).
Marty Allen,
CEO, Party America
Cheryl Carner,
Managing Director-Retail Finance, CapitalSource
Matthew Kahn,
Principal and Managing Director, GB Merchant Partners
Dale Merrill,
CEO, Kiddie Kandids
11:45 - 12:30 p.m. Location, Location, Location

Superior site selection is vital, but at what cost? What's the value of a "flagship" location? Our panel of experts explores the inter-related issues of site selection, new site financing and ongoing occupancy cost.
Andy Graiser,
Co-President, DJM Realty
Gino Sabatini,
Director, W.P. Carey & Co. LLC
Mark Zygmontowicz,
Managing Director, MapInfo
12:30 - 1:20 p.m. Luncheon Program: Redefining Retail

Come see what consumers really want as they reveal favorite retail brands and experiences. You will learn actionable insights to help emphasize your company's distinct positioning and offer, and help create customized experiences for your target consumer. Highlights include: Consumer centric retailing experiences; proprietary strategic models outlining types of retail and consumer experiences; chains that do it best; favorite most shopped retailers; and leaders in brand marketing and in-store experience making. Supplemented with findings from Fitch's second annual quantitative retail experience survey entitled "Give the People What They Want."
David Hogrefe,
Managing Director, Fitch Americas
1:30 - 6:30 p.m. Golf, spa, sight-seeing and peer-to-peer dialogue

Choose from a variety of championship golf courses including the Biltmore’s own Adobe Links or one of 30 golf courses in the Valley.
Pamper yourself and your spouse at the Arizona Biltmore Spa. Visit Taliesin West, the renowned architectural school of Frank Lloyd Wright.
Or, relax by the pool with your fellow delegates.
 
7:00 - 8:30 p.m. Cocktails & Dinner Ali Wing
Founder & CEO
the company giggle
Thursday, February 8, 2007
8:00 - 9:00 a.m. Networking Breakfast  
9:00 - 9:45 a.m. Management Succession and the Family Retailer

How do middle-market retailers address the issue of management succession? What’s different about the “family retailer?” When should they—and shouldn’t they—bring in “outside” management?
Brian Meany,
Managing Director, Herbert Mines Associates (moderator)
Gary Sugarman,
COO, Steve & Barry's University Sportswear
Saul Berkowitz,
Managing Director, RSM McGladrey, Inc.
Ron Beegle,
Principal, Goode Partners
9:45 - 10:30 a.m. Corporate Strategy:
Defining the Direction of Your Company


How can technology help you compete with the “big guys?” The democratization of software: the lessons from Wal-Mart and other large retailers. How technology can be implemented on a smaller scale and at a lower cost.
Richard Michalec,
Global Vice President, Retail, Oracle
10:30 - 11:00 a.m. Networking Break  
11:00 -
12:00 noon
Exit Planning & Execution David Deutsch,
President, David N. Deutsch & Company LLC (moderator)
Jared Kaplan, Esq.,
Partner, McDermott Will & Emery
Barbara Anderson,
SVP, LaSalle Retail Finance
Allen Westergard,
Partner, KPMG LLP
Dominic Rispoli,
Managing Director, Lehman Brothers
Jeff Perlman,
Managing Director, Principal, LNK Partners
12:00 - 12:15 p.m. Conference Wrap-Up  


Chain Store Age David N.Deutsch & Company LLC