2012 PRIVATE EQUITY SYMPOSIUM

Tuesday, April 10, 2012 – 12:00 pm - 6:00 pm (EDT)MaRS Centre, 101 College Street, Toronto According to the January 28, 2012 issue of The Economist, private equity is under attack for destroying jobs and under-delivering on returns. Is it true? Have private equity returns peaked? Can private equity firms deliver the double-digit returns it promises to investors? You will hear from sophisticated investors as well as how capital is obtained or deployed in today’s equity and venture capital markets, including the co-founder and Managing Director of The Carlyle Group, David M. Rubenstein, about:• whether private equity is still a viable asset class in today's "low-leverage" world; and • the rise of the activist investor. Plan to attend and gain a broader perspective on the current state of the private equity landscape and what the future holds for financial executives in 2012 and beyond. The Private Equity Symposium is a collaborative event between Financial Executives International Canada (FEI Canada), The Canadian Institute of Chartered Business Valuators (CICBV), Toronto CFA Society and Canada’s Venture Capital & Private Equity Association (CVCA). Now in its fifth year, this symposium provides an excellent opportunity for financial executives to network with private equity managers and investors.

OPPORTUNITIES & CHALLENGESIN TURBULENT TIMES

LIVE video-broadcast into: Vancouver • Calgary • Montreal • Ottawa • Halifax

LEARN about current issues and industry trends.CONNECT with experts and business leaders in the private equity market.

EARN 4 Continuing Professional Education (CPE) credits.

REGISTER TODAY AT: http://www.feicanada.org/page/events/private-equity-symposium-2012

Featuring a keynote presentation by David M. RubensteinDavid M. Rubenstein is a Cofounder and Managing Director of The Carlyle Group, which is one of the world’s largest private equity firms, managing more than $150 billion from thirty-six offices around the world.

5th Annual

Video Conference Hosts:

12:00PM - 1:00PM Registration, Buffet Lunch & Networking Networking Lunch Sponsored by

1:00PM Welcome & Opening Remarks

1:00PM - 2:00PM Where and how are Leading Canadian Pension Plans investing in Private Equity? Description: This panel will speak to the current issues including:

• Pension plan allocations to private equity • Strategies for investing in Funds versus direct investments • Global versus Canadian private equity preferences • Environment for closing new investments and exiting investments • PE return expectations going forward

Moderator: David Rogers, Partner, Caledon Capital Management Inc.

Panelists: • Ed Rieckelman, Vice-President, Alberta Investment Management Corporation (AIMCo) Private Equity Group • Tanya Carmichael, Portfolio Manager, Ontario Teachers’ Pension Plan • Jim Orlando, Managing Director, OMERS Private Equity • Jennifer Morais, CFA, Senior Principal, CPP Investment Board

2:00PM - 2:50PM What's in Store for the Canadian Private Equity Industry - Trends, Challenges and Opportunities Description: This panel will cover the rapid and interesting developments in private equity investing, with a focus on Canadian issues. Our expert panel members will share their views concerning new and attractive sectors expected to deliver outsize returns, the effects of competition from foreign funds and strategic players, the impact of current capital market conditions on the traditional private equity model as it relates to sourcing, funding and exit strategies and where they see the Canadian private equity industry headed in the near and longer term.

Moderator: John Walker, Managing Director, Head of Mergers and Acquisitions Advisory, HSBC Securities (Canada) Inc.

Panelists: • Mark Gordon, CFA, Managing Director, Oncap Management Partners L.P. • Jon Haick, CFA, Managing Partner, Brookfield Asset Management • John Ruffolo, Chief Executive Officer, OMERS Ventures

2:50PM - 3:10PM Networking Break

3:10PM - 4:00PM The Rise of the Activist Investor Description: There has been an increasing number of media and courtroom battles over companies such as CP Rail, RIM, Magna, Maple Leaf Foods, amongst others in recent memory.

• Are these activist investors "adding value" to shareholders? • How are private equity firms using these "activist tactics" to increase value in an environment where "leverage" is no longer the technique of choice to "add value?" • How do you defend against an opportunistic raid on your company if you are the CEO or CFO of a company under attack?

The following panel of experts will answer these questions. They will also discuss recent trends in tactics and regulatory responses. The panel will touch on the differences between hedge fund and private equity investor activism.

Moderator: Stephen Griggs, President & CEO, OPSEU Pension Trust

Panelists: • Stan Pasternak, former SVP & Treasurer, Canadian Tire • Eric Rosenfeld, President & CEO, Crescendo Partners LP • Walied Soliman, Partner, Lawyer, Norton Rose Canada LLP

4:00PM - 5:00PM Keynote Presentation: David M. Rubenstein, Co-Founder and Managing Director, The Carlyle Group

5:00PM Closing Remarks

5:00PM - 6:00PM Networking Reception

2012 PRIVATE EQUITY SYMPOSIUMTuesday, April 10, 2012 – 12:00 pm - 6:00 pm (EDT)

MaRS Centre, 101 College Street, Toronto

2012 PRIVATE EQUITY SYMPOSIUM | OPPORTUNITIES & CHALLENGES IN TURBULENT TIMES

• Investment Bankers and Venture Capitalists• Chief Financial Officers• Institutional Investors • Accountants• Legal Counsel• Private Equity Investors• Corporate Directors• Chief Executive Officers

• Senior Business Advisors• Consultants• Representatives from Securities Exchanges• Academia • Government• Chartered Business Valuators

REGISTRATION FEES - Register Early and Save!

Your registration for this event includes the sessions, networking lunch, refreshment break, and a link to speaker presentations.

CONTACT

Andrea Cooney, Event Manager170 University Avenue, Suite 1201Toronto, Ontario M5H 3B3

Phone: (416) 366-3007 Ext. 5123Fax: (416) 366-3008Email: acooney@feicanada.org

CANCELLATION POLICY

Refunds will be issued on cancellations received on or before March 16, 2012. Cancellations received after March 16, 2012 will not receive any refund or credit. All cancellations MUST be received in writing. Substitutions are permitted.

Program Disclaimer: The program is subject to change at the discretion of the Planning Committee. The speakers, topics, program format and events are correct at the time of printing. If unforeseen circumstances occur, the Planning Committee reserves the right to substitute speakers, alter or delete items from the program, or cancel the conference and refund all registration fees.

Member (Toronto) $295 $395Member (Video-broadcast) $ 99 $149Non-Member (Toronto) $495 $595Non-Member (Video-broadcast) $199 $249

BEFORE MAR. 16, 2012 AFTER MAR. 16, 2012 Members of the following associations qualify for the member rate:

CFA SocietyCICBVCVCAFEI Canada

REGISTER ONLINE AT: http://www.feicanada.org/page/events/private-equity-symposium-2012

2012 PRIVATE EQUITY SYMPOSIUM | OPPORTUNITIES & CHALLENGES IN TURBULENT TIMES

Attend and you will have the opportunity to network with experts and other senior business leaders, including:

OPPORTUNITIES & CHALLENGESIN TURBULENT TIMES

The Canadian Institute of Chartered Business Valuators (CICBV) is the largest professional valuation organization in Canada, with over 1,400 Members around the world, and is the sole administrator of the Chartered Business Valuator (CBV)/Expert en évaluation d'enterprises (EEE) designation. Increasingly, the CBV/EEE is recognized as the premier credential for professional business valuators in Canada, with Members providing a broad range of business valuation services to Canada's business, legal, investment, banking and government communities. For more information, please go to: www.cicbv.ca

The CVCA - Canada’s Venture Capital & Private Equity Association, was founded in 1974 and is the sole national representative of Canada’s venture capital and private equity industry. Its over 1800 members are firms and organizations which manage the majority of Canada’s pools of capital designated to be committed to venture capital and private equity investments. CVCA members’ collectively manage over $75 billion.

CVCA’s members actively collaborate to increase the flow of capital into the industry and expand the range of profitable investment opportunities. This is accomplished by the CVCA undertaking a wide variety of initiatives, ranging from developing comprehensive performance and valuation statistics, education and networking activities to promoting the industry’s interests with governments and regulatory agencies.

For more information, please visit: www.cvca.ca

Financial Executives International Canada is the all-industry professional membership association for senior financial executives. With eleven chapters across Canada and 2,000 members, FEI Canada provides professionally development, thought leadership and advocacy services to its members. The association membership, which consists of Chief Financial Officers, Audit Committee Directors and senior executives in the Finance, Controller, Treasury and Taxation functions, represents a significant number of Canada’s leading and most influential corporations.

Further information can be found at www.feicanada.org

Toronto CFA Society is a not-for-profit organization supporting the professional and business development of CFA® charterholders. The society provides members with a local perspective on a global designation including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. Celebrating its 75th anniversary in 2011, the Society is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. With over 7,300 members, Toronto CFA Society is the 2nd largest in the world. Our members are leaders in ethics within the financial community. For more information, please refer to www.torontocfa.ca CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

PRESENTING ASSOCIATIONS 2012 PRIVATE EQUITY SYMPOSIUMTuesday, April 10, 2012 – 12:00 pm - 6:00 pm (EDT)MaRS Centre, 101 College Street, Toronto