Agenda

• Registration & Networking Lunch

• Welcome & Opening Remarks

  Jim Neesen, Partner at Connor Group

• Current State of the Markets for Exits from Bankers

  Panel Summary:
  What is the outlook for rest of the year? How will macroeconomic factors continue to shape the market for Private Equity going forward? This panel will address where we are today and the economic outlook going forward for the Private Equity markets.
  
  

  Moderator
  Alex Hooton, Senior Vice President, Venue Sales at DFIN
  
  Speakers
  Jamie Tucker, Co Head of Secondaries Solutions at Dawson Partners
  

• Value Creation and Growth KPIs for the portfolio

  Panel Summary:
  What are the most important growth metrics to consider? How does revenue growth vs EBITDA look in today’s portfolio? What are best practices to implement to ensure successful growth? This panel will discuss key metrics in the first 100 days of an investment and key strategies for growth leading to an eventual exit.
  
  

  Moderator
  Ravi Kumar, Partner at Connor Group
  
  Speakers
  Steve Siwinski, Global Finance Leader - Private Equity Operating Partner and CFO at Accel KKR
  Craig Greenseid, Managing Director and Operating Executive at the Carlyle Group
  Ellen Williams Vice President at General Atlantic
  

• Networking Break

• Optimizing the Portfolio Company with Technology

  Panel Summary:
  How do I ensure reporting is accurate? How do I balance operational technology needs vs compliance (finance/accounting)? How is AI shaping how you evaluate your technology stack? This panel will layout key areas of an organizations technology stack that need to be addressed for growth directly after an acquisition and leading to an eventual exit.
  
  

  Moderator
  Jackie Joelson, Head of Private Equity and Venture Capital at Oracle NetSuite
  
  Speakers
  Jeffrey Malcolm, Board Member & Value Accelerator Operating Advisor, Goldman Sachs Asset Management
  Kurt Brimberry, Principal, Infrastructure Technology at Summit Partners
  Michael Weingart, Operations Executive at TPG
  

• Winning Deals in a Shifting and Uncertain Market

  Panel Summary:
  It’s a tougher market – but sponsors are still finding ways to win auctions and get deals done. What’s their edge? This panel will explore the strategies sponsors are using to differentiate themselves in competitive processes, build trust with founders and management teams and minimize execution risk and close deals quickly. Expect practical insights from seasoned dealmakers.
  
  

  Moderator
  Cooley
  
  Speakers
  Mario Ancic, Principal at One Equity Partners
  Mark Lovett, Managing Director at American Securities
  

• NFL & NBA Players Panel

  Panel Summary:
  How does the world of sports relate to Private Equity? How does the intensity of deal activity relate to training for sports and competing in games? This panel will hear from renowned athletes and business leaders to discuss the intensity of sports and overall deal activity.
  
  

  Moderator
  Jim Neesen, Partner at Connor Group
  
  Speakers
  Ralph Sampson, NBA Hall of Famer, Public Figure, CEO of The Sampson Group
  Ndamukong Suh, NFL Super Bowl Champion, All Pro Defensive Tackle, and Managing Partner of House of Spears Management
  

• Concluding Remarks

  Jim Neesen, Partner at Connor Group
  
  

• Networking Cocktail Reception