The Outlook Leadership Capital Markets Symposium provides a location for growth initiatives and access to financial opportunities along with an in-depth analysis of the financing marketplace. Senior executives can get an inside look at the current lending and investment environment for the convenience and petroleum retailing industry. Participants will be introduced to a variety of successful financing strategies and acquire the necessary tools to confidently access capital.

Building on last year’s success, the powerful speaker line-up for Outlook 2013 includes the extremely relevant Capital Markets Symposium and Programming—which was the #1 request from operators looking for even more—including having the right M&A advisors and suppliers with which to network. Indeed, the Outlook Leadership Conference is the only place for convenience retailing/retail petroleum c-suite executives to get the best and most information about Capital Markets/M&A.

And in 2013 we are increasing the value and benefits for all with even more of the right people in the right place at Outlook Leadership Capital Markets Symposium.

Sunday, November 10

12:00pm – 1:30pm
Capital Markets Kickoff
Arabian AB

12:00pm – 12:25pm
Access to Capital
Doug Ducey, Arizona State Treasurer
Access and management of capital are critical in building a strong, sustainable business.

As Arizona's Chief Banker and Investment Officer, Treasurer Doug Ducey oversees more than $11.8 billion in state assets and serves as an investment manager for local governments. His responsibilities include all areas of finance and investment as well as that of asset manager. With a wealth of knowledge, both from his work in the private sector as the CEO of Cold Stone Creamery until he sold the business in 2007, and as the lead investor and Chairman of IMemories, Doug will share insight from his unique vantage point related to the state of money, capital availability, the cost of borrowing in the coming year and how to maximize return on capital.
Presented by: National Retail Properties, Inc.
12:25pm – 1:30pm
Capital Markets Session
Moderator: John C. Flippen, Jr., Managing Director, Petroleum Capital and Real Estate, LLC
Richard Amador, Senior Vice President and Section Manager of the Middle-Market Banking Team, Capital One Bank
Michael Press, Managing Partner and President, Pontus Capital
Chris Santy, President, Patriot Capital Corporation
Rodney Whitley, Director, Crow Holdings Capital Partners, LLC
The capital market landscape is constantly changing and keeping up with the fluctuations can prove to be challenging. Questions often asked include: What is the current lending environment? What financing options are available for acquiring new companies and refinancing existing debt? What's the best way to acquire alternative sources of capital? An expert in acquisitions and financing of convenience stores and petroleum marketers, John C. Flippen, Jr. will lead a panel of industry experts in a riveting discussion on the present state of the capital market to answer these burning questions. Whether you are looking for information on refinancing or growing your business, purchasing new locations or just want to clarify your financial options, this is a can't-miss session.
Presented by: Petroleum Capital and Real Estate, LLC
1:45pm – 2:45pm
Accessing Capital:  Funding Your Company’s Future Growth
Scott Garfinkel, Managing Director, Raymond James
Roger Woodman, Managing Director, Raymond James
Ray Cleeman, Managing Director, Raymond James
Robert Schwarz, Senior Vice President, Raymond James
During this informative session, a panel of experts from investment banking firm Raymond James will examine the process of raising capital to fund internal growth initiatives, acquisitions and liquidity for shareholders.  In addition, panelists will utilize case studies to explore both traditional and alternative forms of debt and equity capital available to convenience store operators and wholesale fuel distributors pursuing strategic alternatives.
Presented by: Raymond James & Associates, Inc.
2:00pm – 8:00pm
C-Store Product Gallery – Financial Vault
The Financial Vault is a specific location within the convenience store product gallery to ensure the operators meet with the right suppliers for all the Capital Market opportunities that exist within the marketplace.
Location: Palomino Ballroom 1-5
Presented by: Infiniti Décor

3:30pm – 5:15pm

General Outlook Session: Global Economic & Political Insights
Moderator: Richard Karlgaard, Publisher, Forbes magazine
Panel Members: Andrew Busch, Editor-in-Chief, The Busch Update
Walter Zimmermann, Vice President & Chief Technical Analyst, United I-CAP
The convenience channel continues to face unprecedented challenges such as a languishing economy, continued regulation pressure, interchange fees, taxation uncertainty and health-care reform. Gaining insight into the global political and economic arena and acting upon current trends and predictions is tantamount to maximizing profitability. Our unique and compelling opening session pairs our special guest emcee, Richard Karlgaard, publisher of Forbes magazine, with two exceptional analysts and economic thought leaders: Walter Zimmermann, Vice President & Chief Technical Analyst for United I-CAP; and political, public policy and market strategist Andrew Busch, Editor-in-Chief of The Busch Update. This expert group helps answer important questions: Will another energy bubble create renewed risk for margins? What can we expect in 2014, and how we can arm ourselves for success?
Location: Palomino Ballroom 6-10
Presented by: PepsiCo
Monday, November 11

7:45am – 8:45am
Mergers & Acquisitions: Case Study of a Distressed Company
Dennis L. Ruben, Executive Managing Director, NRC Realty & Capital Advisors, LLC
Don Bassell, CFO, Mid-Atlantic Convenience Stores
Kevin Shea, Executive Vice President, Getty Realty Corp.
Brock Rule, COO, Hopkins Appraisal Services
Mike Phelps, Senior Vice President, RBS Citizens
Jeffrey Kramer, CEO, Managing Member, Prima Marketing, LLC

Investment capital in the convenience and retail petroleum markets surged in 2012 and all signs point to greater investment in 2013. Why is our $700-billion channel flush with finance and how can you take advantage of today's low-interest, improved-capital times?

A panel of leading investment experts will analyze a hypothetical convenience store company having financial distress. The mythical operator owns and leases locations, and oversees a dealer network. As part of its assessment, the panel will (a) value the company from both a seller's and a buyer's perspective, (b) consider which assets should be acquired and which ones should be abandoned or restructured, (c) evaluate the various methods which could be utilized to purchase the company's assets, including a Ch. 11 bankruptcy reorganization, (d) determine how a third-party appraisal company would value the company and its assets, and (e) consider how the acquisition of the company could be financed, from both a sale-leaseback and a debt perspective. Dennis Ruben, Executive Managing Director of NRC Realty & Capital Advisors, LLC, will lead a panel of financial experts and industry participants in this highly interactive session.
Location: Arabian AB
Presented by: NRC Realty & Capital Advisors, LLC
2:00 – 4:15pm
The Landscape for Mobile Engagement and Payment

Richard Karlgaard, Publisher, Forbes Magazine
Dekkers Davidson, CEO, Merchant Exchange Network (MCX)
Will Alexander, VP of Information Systems and Special Projects, RaceTrac
Tim Patterson, General Manager of Payment Card and Retail Systems, ALON Brands
Jay Culotta, Treasurer and Assistant Secretary, Wawa, Inc.

We're witnessing a communication and transactional transformation that is starting to unfold. Consumers are engaging via social media in a multitude of ways—from computers to smart phones and from short-term opt-in deals to specific loyalty interfaces. They are tapping apps and loyalty programs on their mobile, and turning a phone into a payment and interactive platform.

What can this mean for you? How are you engaging the new consumer? We explore what you need to run a successful integrated engagement and mobile payment program. To get you there, Dekkers Davidson, CEO, Merchant Exchange Network (MCX) will guide you through a best practices discussion of the various technologies supporting engagement and mobile payments, as well as value-added mobile services such as loyalty, coupons and more. Dekkers will be joined by three forward-thinking retailers who will share, from their perspective, why data ownership is key and how strategic development of these integrated platforms for outreach and payment can position you for generations to come. Don't miss this engaging session!
Presented by: Incomm

8:00am – 6:45pm
C-Store Product Gallery – Financial Vault
The Financial Vault is a specific location within the convenience store product gallery to ensure the operators meet with the right suppliers for all the Capital Market opportunities that exist within the marketplace.
Location: Palomino Ballroom 1-5
Presented by: Infiniti Décor

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