your beauty networking wish list · 12.00 a founders perspective: funding considerations mariya...

www.beautyandmoneysummit.com • +44 (0)20 3696 2920

Connect with 250+ of the Beauty Industry’s most influential executives including:

Your Beauty Networking Wish ListThe Beauty & Money Summit New York will be the fourth Summit in our global series which has created over 2,000 meeting opportunities between independent beauty brands and financial and strategic buyers.

Presented by:

@Beauty_Summit #BeautyMoneyNYNew York, NY, USA | 27 September 2018

The Beauty & Money Summit is important to us, because it is the only vehicle in the market place today that is really identifying globally, the next generation of brands in today’s beauty world.

- William Susman, Managing Director at Threadstone Advisors

Over 2000 meetings requested across the Beauty & Money Summit Series so far

Preschedule 12 One-to-One private meetings onsite

Global Founding Partner Senior Event Partners Event Partner

Sample of attendees to NY 2017

Michael Sampson Kate Somerville

Skincare

Jon Owsley L Catterton

David Kimbell ULTA Beauty

Carla Ruiz Johnson & Johnson

Consumer

Sarah Brown Sarah Brown Advisory

Associate Partner


Just as a consumer scours Sephora’s lipstick counters to find her perfect shade, Independent Beauty Brands, Investors & Strategic Buyers requested over 1000 one-to-one meetings to find their perfect match at last year’s Beauty & Money Summit, New York.

“Well if you’re a young company networking is your lifeblood, it’s everything, it’s your next source of capital, it’s your next retailer, it’s your next creative developer, so I think this is a great forum specifically for that purpose.” – Andrew Shore, Managing Director at Moelis & Company

“You guys have created an environment where the conversations are really easy, much easier than cold calling and pitching your brand” – Kelly Kovack, Founder and CEO at BeautyMatter

We are incredibly excited to bring this exclusive one-day event back to New York, building upon our success globally, and connecting over 250 industry executives from Strategic Buyers, Financial Buyers and Independent Beauty Brands.

WELCOME to The Beauty & Money Summit

Highlights from the 2017 New York Summit Highlights from the 2018 Los Angeles Summit

13% Financial Buyer52% Independent Beauty

Brand28% Analysts/ Service

Providers/ CMOs7% Strategic Buyer

1% Body & Bath

5% Fragrance

8% Haircare

27% Other(including Beauty Devices)

Attendees at the Beauty & Money Summit, New York, 2017

Categories of Independent Beauty Brands at the Beauty & Money Summit, New York, 2017

27% Personal Care (including cosmetics)

32% Skin Care

As a start-up we were able to speak to industry leaders and investors, the feedback and discussions we had were

invaluable. We met with a broad range of people and the quality of the discussions were wonderful, and we have

started to build up our network - utterly worthwhile. Also I am so glad we did this at this point in time, we have

ambitious growth plans so starting these conversations early will really help us shape our growth plans and financing.

It was rocket fuel for us. - Zaffrin O’Sullivan, Co-Founder at Five Dot Botanics

http://bit.ly/2nYKzNL

https://bit.ly/2JtAv90


WHY ATTEND?

To ensure all our guests make the most valuable connections possible at the Summit, all attendees will have access to the MEETING MOJO platform, which allows you to create a bespoke meeting schedule, ensuring you connect with the industry stakeholders that are most important in building your business.

MEETING MOJO gives you access to the entire attendee list and allows you to message AND invite people to connect during the formal meeting sessions run throughout the day.

SCHEDULED MEETINGSWho You Will Meet

Leadership Executives from Large Strategic Buyers

Business Development Teams from Large Strategic Buyers

Private Equity, Venture Capital and Angel Investors

Independent Beauty Brands with revenue under $5million

Independent Beauty Brands with revenue of $5-$15million

Independent Beauty Brands with revenue over $15million

Executives from Global Distributors and Retailers

Investment Bankers

Lawyers and M&A Advisors

Market Intelligence and Consultancy Providers

12 Private Meetings available for each guest

UNDERSTAND how the changing beauty landscape and industry trends such as the rise of direct to consumer selling should shape your M&A decisions and business’ growth strategy.

DETERMINE what strategic buyers and financial buyers are looking for, to ensure you have the competitive edge over other independent beauty brands looking for investment or acquisition.

DISCOVER and intimately connect with the hottest new independent beauty brands, ripe for investment and

acquisition to enhance your M&A pipeline.

ESTABLISH an optimal strategy for growth and omnichannel distribution, from the lessons of industry leaders

and the perspective of established beauty retailers.

NETWORK with your beauty networking wish list, through our private meeting scheduler application, to find your next business opportunity.

“There’s nothing more important in life than who you partner with…”Neda Daneshzadeh, Partner at Prelude Growth Partners

The Beauty & Money Summit will connect over 250 Beauty Industry leaders, allowing attendees to schedule private one-to-one meetings onsite! Find your next business partner!


PAST ATTENDEESA SAMPLE OF PAST ATTENDEES FROM THE

BEAUTY & MONEY SUMMIT SERIES


PREVIOUS SPOTLIGHT FINALISTS

BEAUTY SPOTLIGHT

Congratulations to our 2018 Spotlight Finalists:

LA Finalists NY Finalists London Finalists

SELECTION COMMITTEE

Jon Owsley L Catterton

Conor Begley Tribe Dynamics

Gillian Gorman-Round Revlon Incubator

Rich Gersten Tengram Capital

Partners

Elana Drell Szyfer ReVIVE Skincare

Laura Delgado Founders Factory

Kelly Kovack BeautyMatter

Julia French Golden Seeds

Ben Auld Lapidarius

Sonya Brown Norwest Venture

Partners

Justine Mannering Stifel


Take a look at the progress of some of the Spotlight Finalists from last year’s Beauty & Money Summit, New York.

WHERE ARE THEY NOW

Pulp Riot were a Beauty Spotlight finalist in New York last year and in the time since then they’ve made exciting progress culminating in their recent acquisition by L’Oréal.

- Beauty Packaging

- Modern Salon

- Cosmetics Business

- Cosmetics Technology

Scentbird has secured $18.6 million of Series A Funding recently led by Goodwater Capital, a next-generation consumer technology firm, and joined by Y Combinator, Rainfall Ventures, FundersClub, Soma Capital, Scrum Ventures, ERA, and others. Scentbird presented in New York last year as one of the finalists of the Beauty Spotlight.

- Forbes

- Beauty Packaging

- BeautyMatter

- Cosmetics Technology

- Beauty Independent


WORKSHOP DAY BUILDING A BRAND – FROM IDEA TO EXIT

September 26, 2018

08:00 Registration

08:30-10:00 RECRUITING FOR GROWTH: The Leadership Team · Building a team that drives growth

· Defining the roles. Strategy – Structure – Talent

· Recruiting and Assessing

· Retaining and Developing Leaders

10:00-10:30 Morning BREAK

10:30-12:00 GOING GLOBAL: Growing Your Brand in China · Putting the basics in place: Filing trademarks and other interactions with Chinese bureaucracy

· Assessing your readiness: When early may be too early for a new brand going to China

· Getting the entry model right: Finding a partner or two (or building your own team) that suits you and your brand

· Scaling it up: Step-by-step, building your brand in China

12:00-13:00 LUNCH

13:00-14:30 FINANCING 101: Demystifying the ‘Money’ in Beauty & Money · Friends & Family Investment/ seed funding

· Venture Capital & Private Equity Investment

· Big Strategic Acquisition

· Which investor is best for my brand

14:30-15:00 Afternoon BREAK

15:00-16:30 E-COMMERCE 101: E-commerce as the fastest and most cost-effective way to quickly reach beauty customers · Capitalize on digital communication strategy

· Cross-border e-commerce without local product registration

· Finding a global partner to sustain your growth

16:30 End of workshops

This full day of workshops will complement the main Summit program and are separately bookable, offering independent beauty brands detailed and actionable insights from leading industry experts on all aspects of building, growing and financing a successful brand.

Available for 30 independent beauty brands on a first-come first-served basis. Please reserve your space when booking your conference pass.


AGENDA September 27, 2018

08:00 Arrival & Networking

08:45 Chairpersons Opening Remarks Sarah Brown, President, Sarah Brown Advisory

08.50 Beauty Spotlight 12 independent beauty brands, hand-picked by the

prestigious selection committee, introduce themselves and their products. Each brand will have the chance to deliver a two-minute presentation on the main stage, as well as display a short video or photo reel to showcase their brand visually.

09.30 Beauty Unboxing Dedicated time to exclusively experience product samples

from the Beauty Spotlight. Each spotlight brand will have a dedicated area in which to display their products and take questions from attendees.

09.50 Morning Networking

10.00 Private Pre-Scheduled Meetings 4 x 20 minutes meetings

10.00- SEMINAR SESSION: The Uber Effect: How Technology is Transforming Retail Talent Management On-demand staffing and its effect on the beauty industry Best practices and what to avoid when deciding on new technologies How to use technology to attract and retain the best talent Glenn Laumeister , CEO, AllWork

11.20 FIRESIDE CHAT: A Founders Perspective

Joe Cloyes and Greg Gonzalez, Co-Founders of Youth to the People share their journey and story so far, and offer their insights into finding a void in a crowded market, and advice to young brands looking to grow in the Beauty Industry.

11.40 Life After Acquisition Michael Sampson, CEO, Kate Somerville Skincare

discusses what life has been like after acquisition by Unilever in 2015 and how this strategic partnership has set the brand up for their next stage of growth. The brand has recently expanded into the UK market, and Michael will share how diversifying channels while holding brand equity paramount is a core growth strategy, offering advice to entrepreneurs looking to expand their distribution

12.00 A FOUNDERS PERSPECTIVE: Funding Considerations

Mariya Nurislamova, CEO & Co-Founder of Scentbird discusses the brands recent funding, touching upon how Scentbird found and engaged with investors and offering advice to brands around considerations pre and post funding.

Mariya was one of the Beauty Spotlight Finalists at last year’s Beauty & Money Summit in New York.

12.20 How Beauty Is Winning on Instagram This September marks 8 years of Birchbox - a beauty

company built on understanding what its community desires, and using that knowledge to create a delightful customer experience. Hear from Jenny Pratt, Director of Customer Success at Dash Hudson, and Kima Cooper, Director of Social Media and Content at Birchbox about how with the help of DH, the brand translates this strategy onto Instagram.

12.30 Networking Lunch

13.00 Private Pre-Scheduled Meetings 4 x 20-minute meetings

13.00- SEMINAR SESSION: Uncovering the AVID consumer Young consumers of today are Approaching-adulthood, Video-driven, Influencer-aware, Digital natives – they are AVID. They are looking for products & services to stimulate the senses, making them a key demographic for brands looking to shake up the beauty and personal care market. Join us as we uncover more about this generation’s attitudes and behaviours in beauty.

Sarah Jindal, Senior Global Analyst, Innovation & Insights, Beauty & Personal Care, Mintel

“I was blown away by the Spotlight”

— Neda Daneshzadeh, Partner at Prelude Growth Partners

10.20

13.20


14.20 PANEL: Disrupting Direct to Consumer Business Models in Beauty

New & established brands alike are turning to new business models to engage the millennial consumer. This panel discusses their brand’s journey, sharing advice for entrepreneurs looking to disrupt the beauty industry, from identifying a hole in the market, to building and engaging a community to drive content.

Moderator: Ariel Ohana, Managing Partner, Ohana & Co

Nhu Le, Founder & CEO, Finding Ferdinand

Brian Jeong, Co-Founder, Hawthorne Fragrance

14.50 The Power of Core Focus Allen Goldman, President of Skindinavia Inc.

discusses the importance of a core focus in building a successful brand. Skindinavia has built a brand, story, category, and distribution model based one successful product. Allen will share his advice around implementing and maintaining your core focus for success.

15.10 Afternoon Networking

15.20 Private Pre-Scheduled Meetings 3 x 20-minute meetings

16.20 FIRESIDE CHAT: A Retailers Perspective

A panel of retailers discuss the do’s and don’ts for independent beauty brands looking to expand their distribution, touching upon what they look for in brands, and how to best achieve an omnichannel distribution.

Moderator: Ariel Ohana, Managing Partner, Ohana & Co

David Kimbell, Chief Merchandising and Marketing Officer, ULTA Beauty

Heather Connelly, Buying & Merchandising, CosBar

16.40 IN CONVERSATION WITH: How to Finance Your Brand from $0-$15 Million

A panel of early stage investors discuss what they look for in brands, answering questions from the audience and demystifying the financing process.

Moderator: Josh McDowell, Partner, Main Post Partners

Tina Bou-Saba, Advisor& Investor, CxT Investments

Ben Lee, Managing Director, CircleUp Funds

17.10 ASK THE INVESTOR: Private Equity vs Strategic Buyer

Moderator: Ilya Seglin, Threadstone

This panel will discuss the difference between Strategic Buyers and Financial Buyers and explore considerations Independent Beauty Brands should make when looking for investment. This is a great opportunity to pose questions to the panel and myth-bust the financing process. Gain insight into what investors are looking for, and how best to secure funding.

Moderator:

Alicia Sontag, Co-founder and Partner, Prelude Growth Partners

Avik Pramanik , Principal, L Catterton

Carla Ruiz, VP Business Development, Johnson & Johnson Consumer

Gillian Gorman-Round, General Manager, Revlon Incubator

Alejandro Vicente, SVP, Global Head of M&A, Coty Inc.

17.40- China Cross Border Ecommerce Chinese millennials love and know US brands. Cross

border ecommerce represents around 25% of the beauty ecommerce which took place in 2018. Gregoire Grandchamp, CEO of NEXT Beauty discusses how US indie brands can take advantage of distribution in China and how this can drastically impact your sales.

17.50 Close of Conference

18.00 Evening Networking Hosted by

AGENDA September 27, 2018

Really valuable, the speakers were fantastic and the speed dating concept was a great way to network.

— Maegan Scarlett, oVertone

17.50


Global Founding Partner

Associate Event Partner

Threadstone Advisors is a leading independent advisory and investment firm specializing in the beauty and personal care, apparel, specialty retail and direct-to-consumer sectors. Our philosophy behind the creation of Threadstone Advisors is the belief that the comprehensive knowledge and a values-oriented culture of the senior partners are at the core of our success.

We are committed to helping our clients benefit from more than 100 years of combined experience. Having assisted clients ranging from start-ups to global brands through different economic cycles, our perspective is broad. Our industry knowledge, thorough preparation and hard work, allows Threadstone to generate ideas to help companies achieve their strategic and financial goals and objectives. Threadstone helps entrepreneurs and founders of young, exciting businesses to achieve intermediate financing goals.

Our unique perspectives in the beauty sector allow us to better understand the nuances of the businesses we represent. Threadstone approaches each engagement in the same mindset as venture capital – we understand that businesses are looking for more than just money. Through a unique partnership approach, Threadstone develops a deep understanding for the strengths and opportunities of our clients and tailors a go-to-market approach that delivers both the financial and strategic resources that our clients need.

The world’s most discerning brands and publishers use Dash Hudson to create and share photos and videos that people care about. Our visual intelligence platform provides a one-stop solution to predict performance, distribute, measure, and enhance engagement across all of your visual marketing channels.

Founded in 1994, Ohana & Co. is a leading independent investment bank providing financial advisory services to private and public companies, private equity firms, entrepreneurs and management teams across the US, Europe, and Asia on their sale, acquisition and capital raising transactions.

Our unparalleled industry expertise in the luxury & branded consumer, technology & media and healthcare sectors, together with our international track record and entrepreneurial approach, set us apart from other firms in the marketplace. From offices in Paris, New York and LA, we have assisted clients in the Americas (Canada, Columbia, USA), Europe (Belgium, France, Germany, Italy, Spain, UK and more) and Asia (China, Japan, Korea) successfully complete their most challenging transactions.

2018 EVENT PARTNERS

Senior Event PartnersAt Caldwell, we view talent as the key driver of success for every business. Our purpose is to enable organizations to thrive by helping them identify, recruit and retain their best leaders. Caldwell is unique in the recruiting industry. Our partner-led approach to execution drives superior outcomes. Our optimal size enables us to be nimble and flexible. Our growing international network gives us reach. We are as deeply committed to our clients and candidates as we are to our own firm. And we are committed to continuous innovation. All of this make us uniquely able to support our clients’ success.

Feelunique Founded in 2005, Feelunique has grown to become Europe’s largest online beauty retailer with a choice of more than 32,000 products and 500 brands across makeup, skincare, haircare, fragrance and electricals. Feelunique is a cross-border online retailer, shipping to over 120 countries and with dedicated websites in the UK, France, the EU, Germany, Norway, China and the US and has over 130,000 site visits and sells more than 15,000 products every day, with 65% of sales coming from customers under the age of 35.Thakral, founded more than 110 years ago, listed on the Singapore SGX Mainboard since 1995 and still managed by the Thakral family, has two main business units, the Investment Division and the Lifestyle Division. In China since 1985, the Lifestyle Division today is focused on growing foreign beauty and wellness brands in this market, typically as the exclusive distributor and brand steward, working with leading domestic and cross-border ecommerce platforms as well as traditional retailers such as Sephora. Brands currently managed include at-home beauty device brands MTG Refa from Japan, PMD from the US, ikoo from Germany as well as skin and hair care brands Codage and Institut Karite from France and John Masters Organics from the US.


2018 EVENT PARTNERS

Event Partners

AllWork is an end-to-end workforce management platform that provides software and services for the beauty industry. We make it easy for our clients to find, manage, and pay their freelancer and retail talent. We help top brands and retailers sell more and engage customers by staffing the right people, in the right store, at the right time. Our software platform and mobile talent app have been built specifically for the needs of the beauty industry. We provide a complete outsourced on-demand solution that includes budgeting, scheduling, time & attendance, reporting, and payroll.

Main Post Partners is a private equity investment firm focused on investing in proven growth companies across the consumer value chain. Main Post Partners invests in both majority and minority positions primarily in first institutional capital situations where founders, entrepreneurs and management teams are looking for an experienced partner to help build their companies to full potential. With a “Partnership, not Ownership” approach, Main Post Partners works closely with a network of successful executives to provide operational and strategic support to its management partners. Representative past and present partner companies include Too Faced Cosmetics, Milk Makeup, Jimmy John’s Sandwiches, Edge Systems (HydraFacial), Flynn Restaurant Group, Snooze A.M. Eatery, Viva Chicken, RE/MAX, EagleRider Motorcycles and KUIU. For additional information, please visit www.mainpostpartners.com.

Mintel is the world’s leading market intelligence agency, delivering in-depth research and insight into the beauty industry. From the latest trends and innovations to current consumer behavior and forecasts, Mintel’s team of expert analysts combine high-quality data and rich marketplace knowledge to inform 3,000 beauty brands globally. With 13 offices across five continents, we have forged our unique reputation as a world-renowned business brand. For more information on Mintel, please visit www.mintel.com.

managed by the Thakral family, has two main business units, the Investment Division and the Lifestyle Division. In China since 1985, the Lifestyle Division today is focused on growing foreign beauty and wellness brands in this market, typically as the exclusive distributor and brand steward, working with leading domestic and cross-border ecommerce platforms as well as traditional retailers such as Sephora. Brands currently managed include at-home beauty device brands MTG Refa from Japan, PMD from the US, ikoo from Germany as well as skin and hair care brands Codage and Institut Karite from France and John Masters Organics from the US.

Next Beauty is a partner and distributor for Indie Beauty brands on the Chinese market. Our Incubation Model is certainly the best way for an Indie brand to launch and succeed on the Chinese market. Next Beauty is also a very well structured partner helping brands to build a sustainable and profitable business.

The founders have a unique combination of Western and Chinese Culture and combined 30+ years of ecommerce and retail prestige beauty brand building experience in China. Prior to NB, Greg (CEO) was partner of the largest Beauty Tmall Partner and Lulu (COO) was Vice President of L’Oreal China where she worked since 1999.

Next Beauty portfolio includes amazing brands such as Nuxe, Davines, Sachajuan, Sarah Chapman, Leonor Greyl and Evidens de Beaute. Next Beauty is also SPACE NK operator for the development of their cross border Ecommerce business.

NetSuite Global Business Unit, a wholly-owned subsidiary of Oracle, provides a suite of cloud-based financials/ERP and omnichannel commerce software, enabling organizations to manage their business on a unified cloud-based platform. As the only cloud solution to unify ecommerce and in-store with your core operational business systemsóinventory and order management, CRM, business intelligence, marketing and financialsóNetSuite enables businesses to provide more relevant and personalized customer experiences while streamlining operations, better managing suppliers and stock, speeding fulfillment and improving customer service.www.oracle.com

Senior Event Partners

http://www.mainpostpartners.com

http://www.mintel.com


Interested In

SPONSORSHIP OPPORTUNITIES?This summit offers attendees, sponsors, and event partners access to representatives of the entire Beauty ecosystem, delivering unique business development opportunities. Contact Rosy Leveque to position your organization as a leader in this marketplace and leverage bespoke business development and marketing strategies.

SPONSOR LEVEL Global Series Partner

Associate Senior Event

PartnerEvent Partner

Expertise Partner – Content & Thought Leadership

(keynote, workshop, moderator, chair)

Branding – Digital & onsite coverage

(industry & research reports, white papers, top level brand awareness)

Engagement – Networking & Meetings

(executive dinners, cocktail host, lunch host, breakfast meetings, private meeting table)

Branding Level Premium Superior Superior Standard

PAST SPONSORS FROM ALL THE FOLLOWING CATEGORIES: · Marketing & Digital Agency

· Ecommerce Platform

· Packaging Supplier

· Ingredient’s Supplier

· Investment Firms

· Investment Bankers

· M&A Advisor

· Strategic Consultant

· Beauty Apps

· Distribution

· Market Research

· Regulatory Organisations

Sponsorship opportunities provide direct access to the most influential executives in the industry through high-profile brand visibility and interaction, plus targeted networking. Sponsorship opportunities are limited and can be highly customized to meet your marketing objectives.

For further details or to create a tailored solution, please contact:Rosy LevequeCommercial Manager across the Global Beauty Portfolio

[email protected] • + 44 0203 696 2920

One of the things Beauty & Money is doing so well is directly bringing together companies and capital.

- William Susman, Threadstone

It’s about the intel, to learn about the companies we don’t know about and to trade intelligence with the people and see new visionaries in the beauty space.

- Tracy Albert, Deloitte

There’s such a wealth of new start-up brands across all categories here today who are changing the shape of the beauty industry.

- Stirling Murray, The Red Tree


PRICING & VENUEConvene at 4 Times Square, New York, NY, 10036, USA

Early Bird available through Fri August 3, 2018

Standard Pricing

Brands (Under $3mm Revenue) $1099 $1299

Brands & Retailers (Over $3mm Revenue) $1499 $1,699

Industry Supporting Companies $2,599 $2,999

Half Day Workshop $199

All Workshops $400

REGISTER NOW

Pricing

All delegates receive:Access to all networking

and social functionsAccess to all main stage

presentationsAccess to Meeting Mojo to pre-schedule up

to 12 one-to-one meetings

“The Beauty & Money Summit successfully drew together a well curated group of strategic

buyers, acquisitive private equity firms, value added research firms, specialty investment

banks and indie beauty brands in a format that allowed for attendees to build helpful

relationships within the industry.”

— Lauren Antion, Intrepid Investment Bankers

“I really enjoyed the experience at Beauty & Money LA: I

met a lot of interesting people, listened to several very

exciting speakers, learned about many outstanding

upcoming brands.”

— Maria Didier, Rouge Bunny Rouge

http://bit.ly/2Dh4mvE

your beauty networking wish list · 12.00 a founders perspective: funding considerations mariya...

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