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Avondale
Partners, LLC, a leading, full-service institutional investment bank
headquartered in Nashville, Tenn., invites you to our Consumer
Conference. We have brought together leaders from 13 of the major
public companies in the industry, along with principals from leading
private equity firms to discuss this important and developing market.
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PUBLIC COMPANIES TRACK I
Cosi, Inc
CBRL Group, Inc
Central European Distribution Corp.
Life Time Fitness, Inc.
O’Charley’s Inc.
Morton’s Restaurant Group
Kona Grill Inc.
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PUBLIC COMPANIES TRACK II
NuSkin Enterprises Inc.
Libbey Inc.
USANA Health Sciences, Inc.
Tupperware Brands Corporation
FGX International Holdings Limited
Herbalife Ltd
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PUBLIC COMPANY PROFILES - TRACK I
Jim Hyatt, CEO
Bill Koziel, CFO
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Cosi, Inc. (COSI):
A national fast casual concept specializing in high-quality sandwiches,
salads, other baked goods and beverages. There were 141 owned or
franchised units as of 12/31/07.
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Mike Woodhouse, CEO
Diana Wynne, SVP
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CBRL Group, Inc. (CBRL):
Headquartered in Lebanon, Tennessee, and operates, as of today,
574 full service “country store” restaurants and gift shops.
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Jim Archbold,
Dir. of Investor Relations
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Central European Distribution Corp. (CEDC):
Central European Distribution (CEDC) group is the leading vodka
producer, importer and distributor of alcoholic beverages in Poland.
Recent acquisitions in Russia may prove to be the next avenue of growth.
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Mike Gerend, COO
Ken Cooper, Sr. Dir. of Finance
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Life Time Fitness, Inc. (LTM):
Operates distinctive and large sports, athletic, fitness and family
recreation centers. As of today, Life Time Fitness operates 71 centers
in 16 states.
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Larry Hyatt, CFO
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O’Charley’s Inc. (CHUX):
A multi-concept restaurant company that operates or franchises a total
of 364 restaurants under three brands: O’Charley’s, Ninety Nine
Restaurant, and Stoney River Legendary Steaks.
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Tom Baldwin, CEO
Ron Dinella, CFO
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Morton’s Restaurant Group (MRT): The world’s largest owner and operator of company-owned upscale steakhouse restaurants.
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 Marcus Jundt, CEO
Mark Robinow, CFO
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Kona Grill Inc. (KONA):
Owns and operates 18 upscale casual restaurants in 12 states. The
concept serves diverse American dishes and unique sushi offerings as
well.
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PUBLIC COMPANY PROFILES - TRACK II
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Ritch Wood, CFO
Scott Pond, Dir., Investor Relations
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NuSkin Enterprises Inc. (NUS):
A direct selling company with both outer care and nutritional
offerings. More than 80% of the company’s revenues are from outside the
US, with a particular emphasis in Asia.
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Greg Geswein, CFO
Ken Boerger,
VP and Treasurer
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Libbey Inc. (LBY): The
leading producer of glass tableware products with a customer emphasis
in the restaurant and hotel businesses supported by an international
sales and manufacturing footprint.
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Gil Fuller, CFO
Riley Timmer,
Exec. Dir. of
Finance and IR
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USANA Health Sciences, Inc. (USNA):
Develops and provides the highest quality, science-based health
products, distributed internationally through network marketing.
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Mike Poteshman, CFO
Teresa Burchfield,
VP of Investor Relations
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Tupperware Brands Corporation (TUP):
A global direct seller of premium, innovative products across multiple
brands and categories through an independent sales force of 2 million.
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Alec Taylor, CEO
Jack Flynn, President
Anthony DiPaola, CFO
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FGX International Holdings Limited (FGXI):
A leading designer and marketer of non-prescription reading glasses and
sunglasses under the Foster Grant and Magnivision brands.
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Michael Johnson, CEO
Rich Goudis, CFO
Erin Gehan,
Sr. Dir. Inv. Rel.
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Herbalife Ltd (HLF): A global network marketing company that sells weight management, nutritional supplement and personal-care products.
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PRIVATE EQUITY PANEL PROFILES
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David Pittaway
Castle Harlan
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Castle Harlan - www.castleharlan.com
Castle Harlan, founded in 1987, invests in controlling interests in the
buyout and development of middle-market companies. Castle Harlan has
completed 48 acquisitions (excluding add-ons) since its inception with
a total value of more than $9 billion. Consumer-related companies in
Castle Harlan’s current portfolio, include Ames True Temper, Bravo
Development, Morton’s Restaurant Group, Perkins & Marie
Callender’s, and United Malt Holdings.
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David Lobel
Sentinel Capital Partners
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Sentinel Capital Partners
- www.sentinelpartners.com
Sentinel
Capital Partners specializes in buying and building smaller
middle-market companies in the United States and Canada in partnership
with management. Sentinel targets consumer products, food and
restaurants, franchising, niche manufacturing, and service businesses.
Sentinel invests in management buyouts, recapitalizations, corporate
divestitures and going-private transactions of established businesses
with operating profit of between $5 million and $25 million.
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Gary Talarico
Sun Capital Partners
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Sun Capital Partners - www.suncappart.com
Sun Capital Partners, Inc. is a leading private investment firm focused
on leveraged buyouts, equity, debt, and other investments in
market-leading companies that can benefit from its in-house operating
professionals and experience. Sun Capital affiliates have invested in
and managed more than 190 companies worldwide with combined sales in
excess of $35.0 billion since Sun Capital’s inception in 1995. Sun
Capital has offices in Boca Raton, Los Angeles, and New York, as well
as affiliates with offices in London, Tokyo, and Shenzhen.
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Robyn Rutledge
TSG Consumer Partners
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TSG Consumer Partners - www.tsgconsumer.com
TSG Consumer Partners pioneered the use of private equity in
high-growth, middle market branded consumer companies, and has
maintained this focus since inception, with a 20-year track record.
With approximately $1.5 billion in capital under management, TSG has
invested in such brands as Terra Chips, MonaVie, Glaceau VitaminWater,
PureOlogy, Smart Balance, Smashbox Cosmetics, Yard House, Famous Amos,
MET-Rx and Mauna Loa Macadamia Nuts.
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AGENDA
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7:00 am - 8:00 am Registration and Breakfast
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METROPOLIS
ROOM
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GOTHAM
ROOM
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| 8:00 am - 8:40 am |
COSI
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NUS
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| 8:50 am - 9:30 am |
CBRL
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LBY
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| 9:40 am - 10:20 am |
CEDC
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USNA
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| 10:30 am - 11:10 am |
LTM
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TUP
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11:30 am - 1:00 pm LUNCH
Private equity panel discussion
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| 1:15 pm - 1:55 pm |
CHUX
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FGXI
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| 2:05 pm - 2:45 pm |
MRT
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HLF
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| 2:55 pm - 3:35 pm |
KONA
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ROOM RESERVATIONS
Please
call the Millennium Broadway (212-768-4400 or 800-622-5569) to reserve
your room in the Avondale Room Block at the rate of $379.00 per night.
The room block will be available until April 28, 2008.
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Avondale
Partners, LLC, a leading, full-service institutional investment bank
headquartered in Nashville, Tenn., invites you to our Consumer
Conference. We have brought together leaders from 14 of the major
public companies in the industry, along with principals from leading
private equity firms to discuss this important and developing market.
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Amy M. Greene
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Amy
M. Greene is a Senior Research Analyst covering the Dining, Beverage
and Personal Care sectors. Amy joined Avondale as an equity research
analyst in September 2001. Before Avondale, Amy spent three years as
Vice President of Client Relations for Financeware, Inc., a financial
services company. Previously, Amy worked for three years in equity
research at Wheat First Union covering food, beverage, and tobacco
companies.
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Kathryn I. Thompson
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Kathryn
I. Thompson is a Senior Research Analyst covering the Leisure and
Manufactured Housing sectors. Prior to joining Avondale in February
2006, she was an equity research analyst at BB&T Capital Markets
and J.C. Bradford & Company. A graduate of the University of the
South in Sewanee and Vanderbilt University’s Owen Graduate School of
Management, Kathryn has been a guest on Bloomberg and CNBC and has also
been quoted by The Wall Street Journal, Barron’s, Bloomberg, Forbes,
and Fortune.
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David
Wells is an Associate Equity Analyst covering the Leisure and
Manufactured Housing sectors. Prior to joining Avondale in September
2006, David worked with Accenture in its financial services consulting
practice. He is a magna cum laude graduate of Wake Forest University
with a BS in Business and a minor in Philosophy. He is currently a
Level II CFA candidate.
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