Last year, for the inaugural PE Summit, more than 150 PE professionals from 85 firms representing a combined AUM of $3.1T joined us for this one-of-a-kind event.
You’ll experience a content-rich program filled with insights from top Private Equity executives and advisors. This is the must-attend event for private equity deal and operating professionals.
Interact with other PE leaders at one of the exit capitals of the world
Hear from PE leaders sharing past experiences around deals, portfolio challenges and successes.
Curated sessions covering more than just the basics, presented by top executives.
Connect with your peers during sessions and experience 1:1 networking opportunities.
Monday June 15, 2026
12 PM - 7 PM
*Agenda below
Nasdaq MarketSite
151 West 43rd Street, 10th floor
New York, NY 10036
Speaker:
Steve Kaczowka, Senior Director, Connor Grouop
Moderator:
Jim Neesen, Managing Partner & Founding Executive, Connor Group
Panelist:
Bob McCooey, Vice Chairman, Nasdaq
Moderator:
Stelios Saffos, Global Chair, Capital Markets & Public Company Representation Practices; Global Chair, Hybrid Capital Practice, Latham & Watkins
Moderator:
John Glasgow, CEO & CFO, Campfire
Panelists:
Josh Andler, Senior Director, Finance, Jane.app
Amol Helekar, General Partner, TCV
Speaker:
Ara Kharazian, Lead Economist, Ramp
Moderator:
Lauren Bowe, Partner, AI, Advanced Automation & Analytics Leader, Connor Group
Panelist:
Javier Justiniano, Director, KKR
Moderator:
Regan Guth, Executive Vice President, IMA Financial Group, Inc.
Panelist:
Daniel Posnick, Transactional Liability Leader, Executive Risk Solutions, IMA Financial Group, Inc.
Take time to grab a snack, beverage and mingle before you hit the road. Chat about what you learned, find our experts to ask questions,or just relax.
Senior Director, Finance
Jane.app
Partner, AI, Advanced Automation & Analytics Leader
Connor Group
Lauren is a Partner at Connor Group and leads the Automation & Analytics practice. She serves as a strategic advisor and implementation partner, playing a pivotal role in the technology enablement of finance and operations for high-growth companies.
Her foundation of experience spans business process improvement, technology, data architecture, analytics, and accounting. Lauren supports executives in achieving growth and scalability goals, including preparation for the transition to a public company environment.
A recognized thought leader in finance automation, she works with public and private technology-focused clients to design and implement practical recommendations. Her focus is optimizing systems and improving controls around key business areas, such as financial close, procure-to-pay, and order-to-cash.
Prior to Connor Group, she held finance and compliance roles at Loews Corporation and began her career at Deloitte. Lauren graduated Magna Cum Laude from Providence College and is a licensed (inactive) New York CPA.
CEO & CFO
Campfire
John Glasgow is the CEO and Founder of Campfire, the AI-native ERP for high-growth companies. He's raised over $100M to date, including a $65M Series B four months after a $35M Series A, both led by Accel. At Campfire, he's building software to give accounting teams superpowers by automating the work that nobody wants to do - helping customers like Replit, Decagon, and PostHog close 5x faster and save hundreds of thousands annually.
Previously, he helped scale Invoice2go through its $625M acquisition by [Bill.com](http://bill.com/) and held roles in corporate strategy at Adobe and tech M&A.
Regan is a seasoned commercial insurance broker with experience in risk management due diligence; insurance program design, implementation and management; risk identification; and financial risk analysis. With a hyper-focus on providing unparalleled customer service, Regan has built long-lasting relationships with his clients while becoming a trusted advisor and valued partner to these companies. Regan has worked with dozens of clients representing a wide range of industries in developing risk management strategies and insurance programs to address the risks and exposures associated with mergers, acquisitions, divestitures, and capital raises including IPOs.
Regan has largely focused on providing insurance brokerage, risk management and consulting services to Utah’s deal community. As a member of the firm’s Private Equity and M&A practice, Regan works closely with capital providers and portfolio companies to address the various risks that arise throughout the deal cycle.
Regan also leads the IMA Salt Lake City Sales Team with direct management of the Commercial Insurance and Personal Lines producers. Regan also leads the sales strategy and efforts for the Employee Benefits team. As the Sales Leader, Regan has worked to align the new business and client retention strategies with the producers, encouraging cross-selling and expanded collaboration efforts that permeates the legacy-Diversified and IMA cultures while growing the team in size and capabilities. Producers in SLC play a dual role, functioning as high-end Account Executives on their accounts while pursuing new business efforts, meaning that growth must be balanced with retention to achieve targeted organic growth. As IMA SLC continues to grow in revenues and headcount, Regan has helped the production team consistently exceeded new business sales goals while retaining existing accounts to maximize organic growth metrics as one of the leading producers for both new business and overall book size.
General Partner
TCV
Amol joined TCV in 2009 and focuses on investments in software, fintech and tech-enabled services. He is currently involved with investments in Built, Clio, Payoneer (NASDAQ: PAYO), and Trulioo. He was previously involved with Avetta, AxiomSL, Evisort, OneSource Virtual, Razorpay, and Toast (NYSE: TOST).
Prior to TCV, Amol spent several years with McKinsey & Company, where he advised clients on strategy engagements in the energy, financial services, and technology industries.
Director
KKR
Javier Justiniano (New York) joined KKR in 2018 and is a member of KKR Capstone. Mr. Justiniano supports the firm’s value creation efforts across a wide range of topics in the Financial & Professional Services sector.
He has been involved with several KKR portfolio companies across industries, including Integrated Specialty Coverages (ISC), where he serves as a Board Member, Beacon Pointe Advisors, Janney Montgomery Scott, and ghSMART.
He also leads KKR’s “Office of the CFO” value creation playbooks and is a Co-Head of the Viva La Casa!: Latin and Hispanic Network. Prior to joining KKR, Mr. Justiniano was a management consultant at McKinsey & Company and a senior executive at two VC-backed start-ups.
Mr. Justiniano received an Engineering degree from the Pontifical Catholic University of Chile with maximum distinction and holds an M.B.A from Harvard Business School with first year honors.
Senior Director
Connor Group
Lead Economist
Ramp
Ara Kharazian is an economist at Ramp and writes the weekly newsletter Econ Lab on Substack. His writing and analysis of AI, business spend, and the economy has been covered in the New York Times, NBC News, ABC News, NPR's Planet Money, Bloomberg, the Guardian, Vox, Axios, and more.
Ara previously led economic research at Square and was an economic consultant at Cornerstone Research.
Vice Chairman
Nasdaq
Bob McCooey is Vice Chairman and the Head of International Listings at Nasdaq. In this role, Bob leads business development for new listings in Asia Pacific, Europe and the Middle East as well as overseeing relationship management with companies throughout these regions.
In his role as the Head of Nasdaq’s Financial Sponsor Coverage Group, he works closely with premier financial sponsors globally to optimize and integrate interactions, ensuring long-term partnerships and relationships.
During his 19-year tenure at Nasdaq, Bob has held several leadership roles across Nasdaq’s domestic New Listings business and the Capital Markets Group, as well as building what is Nasdaq’s highly successful listings franchises in both APAC and Latin America.
Prior to joining Nasdaq, Bob founded and served as the Chief Executive Officer of The Griswold Company, a brokerage firm, from 1988 until 2006. He was a member of the New York Stock Exchange Board of Executives from 2003-2006. Bob has an AB in Political Science from the College of the Holy Cross.
Managing Partner & Founding Executive
Connor Group
Jim is a Managing Partner & Founding Executive at Connor Group, a global Accounting Advisory firm with over 700 professionals. Connor Group has supported 265+ IPOs (#1 leader in our industry) with a valuation of over $4.0 trillion.
Connor Group’s prestigious client roster has included Tesla, Spotify, Uber, Lyft, Snap, Meta, Palantir, Etsy, SurveyMonkey, MuleSoft, and more than 2,000 tech, biotech, and high-growth companies worldwide. Key services for VC and PE backed companies include IPO readiness, Digital Solutions, Accounting Advisory, M&A, Controls & Transformation and Interim Staffing.
A graduate of Stanford GSB, Jim earned his Master’s with an industry focus as an entrepreneur and builder. He is an active guest lecturer and executive mentor at Stanford where he mentors business leaders and Latino entrepreneur initiatives.
Committed to community engagement, Jim collaborates on various NFL player initiatives, providing mentorship and business coaching to help athletes transition successfully into post-NFL ventures.
Transactional Liability Leader, Executive Risk Solutions
IMA Financial Group, Inc.
Dan is an attorney who joined IMA to add to our expertise in the M&A / Transactional Liability space. He brings a wealth of experience working with leading law firms and Private Equity firms on transactional liability and other M&A related insurance solutions. Dan is responsible for assisting clients with due diligence, negotiation and placement of all Transactional Liability insurance solutions at IMA, including Representations & Warranties insurance, Tax Indemnity/Liability insurance and Loss Mitigation insurance programs.
Prior to joining IMA, Dan spent fifteen years in a variety of roles at Zurich North America, most recently as head of Transactional Liability & Asset Management.
Dan earned his Bachelor of Arts with a major in Political Science from Manhattanville College, and his Juris Doctor from Pace University School of Law.
Global Chair, Capital Markets & Public Company Representation Practices; Global Chair, Hybrid Capital Practice
Latham & Watkins
Stelios G. Saffos, Global Chair of Latham’s Capital Markets and Public Company Representation Practices and Global Chair of the Hybrid Capital Practice, advises many of the world’s leading private equity sponsors, asset managers, financial institutions, and companies on investments and financings at all levels of the corporate structure, from initial public offerings and traditional loan and bond structures through complex structured equity and mezzanine financings.
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Global Finance Leader - Private Equity Operating Partner and CFO
Accel KKR
Prior to Accel-KKR, Steve had 10 years of PE operations experience including roles at High Road Capital and Marlin Equity. At High Road, Steve was the finance operating partner responsible for providing financial leadership to portfolio companies and working across the portfolio to implement financial, operational and strategic best practices. Steve has held multiple roles as a CFO and strategic advisor. Steve started his career at EY where he was a partner in the PE practice and worked with high-growth businesses.
Steve has significant experience across the PE investment cycle having worked on 175 transactions, implemented value creation initiatives at numerous companies and supported multiple successful exits. He has deep experience in optimizing financial operations and driving strategy execution to transform investor-backed businesses and create value.
Steve received a BS in accounting and finance from Fairfield University and an MBA in finance and management from New York University’s Stern School of Business where he was a Stern Scholar and graduated with honors.
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