| Conference Speaking Engagements |
CEO Trust Event # 1: "Private Equity and Private Enterprise"
Monday, March 8th 2010
Host: R. Adam Smith, Founder and CEO of Circle Peak Capital, LLC
Host: Diane M. McNulty, Founder and CEO of 360 Degrees Luxury Development, Ltd.
With Sponsors, Harry Winston, Ill Gattopardo, and Clo Wine Bar.
Topic presenter: R. Adam Smith
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CEO Trust - Quovis Event # 2: "Branding: Strategy, Investing and Finance"
Wednesday, March 31st 2010
Host: R. Adam Smith, Founder and CEO of Circle Peak Capital, LLC
Host: Diane M. McNulty, Founder and CEO of 360 Degrees Luxury Development, Ltd.
With Sponsor Clo Wine bar.
Topic panel presenters: R. Adam Smith, Diane M. McNulty, Michael Calman
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Columbia Business School Retail and Luxury Goods Conference
February 5, 2010 | Columbia Business School, Columbia University
Co-sponsored by Circle Peak Capital LLC
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Columbia Business School 15th Annual Private Equity and Venture Capital Conference
January 30, 2009 | Columbia Business School, Columbia University
Co-sponsored by Circle Peak Capital LLC |
7th Annual Family Office Symposium
presented by Financial Research Associates, LLC
Presenter: R. Adam Smith, President, Circle Peak Capital, LLC
Location: The Fairmont Turnberry Isle Resort, Aventura, FL
Date: May 21, 2008
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2008 Due Diligence Symposium
presented by Association for Corporate Growth (ACG)
Presenter: Holbrook M. Forusz, Circle Peak Capital, LLC
Location: Sheraton at Woodbridge Place - Iselin, NJ
Date: May 1, 2008
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4th Annual Distinguished Speaker & Networking Series
presented by Circle Peak Capital
Presenter: Jeff Applegate, Speaker, Circle Peak Capital, LLC
Location: University Club, New York City
Date: February 27, 2008
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Columbia Business School 14th Annual Private Equity and Venture Capital Conference
February 15, 2008 | Graduate School of Business, Columbia University
Co-sponsored by Circle Peak Capital LLC
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MasterClass™ on INVESTING IN FOOD & BEVERAGE DEALS
-- Are P.E. Firms on the Cusp Of a Gold Rush?
presented by Capital Roundtable
Presenter: R. Adam Smith, President, Circle Peak Capital, LLC
Location: New York City
Date: June 8, 2007
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3rd annual Financial Services Conference
presented by Houlihan Lokey
Presenter: Rusty Benton, CEO, WealthTrust LLC
Location: Waldorf Astoria
Date: April 18, 2007
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8th Annual Mid-Market Forum on M&A, Buyouts and Turnaround Opportunities
presented by Strategic Research Institute
Topic: "Sector Focus: Consumer"
Location: The Westin Peachtree Plaza in Atlanta
Date: March 15, 2007
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Alternative Investments 101 and 102
presented by Financial Research Associates
Topic: "Examining Private Equity Styles & Structures"
Location: Harvard Club in New York
Date: February 26-27, 2007
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Columbia Business School 13th Annual Private Equity and Venture Capital Conference
February 9, 2007 | Graduate School of Business, Columbia University
Co-sponsored by Circle Peak Capital LLC
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M&A Advisor Conference & Awards Event
presented by M&A Advisor
Topic: "Private Equity's Role in the Changing Corporate Finance Landscape"
Location: New York Athletic Club
Date: December 11, 2006
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3rd Annual "Distinguished Speaker & Networking Series"
Featuring Marc Lasry, Avenue Capital and Douglas Korn, Bear Stearns Merchant Banking
July 20, 2006 | The University Club
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2nd Annual CPC "Distinguished Speaker & Networking Series"
"Global Economy, Market Trends, and HNW and Alternative Investment Strategies"
Featuring Joseph Quinlan, Managing Director, Chief Market Strategist, Bank of America Securities
December 13, 2004 | The University Club |
1st Annual CPC "Distinguished Speaker & Networking Series"
"The Global Economy and the Presidential Cycle"
Featuring Glenn Hubbard -- Dean, Columbia Business School; Russell L. Carson
Professor of Finance and Economics; former chairman U.S. Council of Economic
Advisers; deputy assistant secretary, U.S. Treasury Department for Tax Policy
April 22, 2004 | The University Club
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