Agenda

Wednesday, July 31, 2019

4:00pm Registration Starts
4:00pm - 5:30pm

Welcome, Introductions & Panel Session:

Ask the Experts: A Conversation with Seasoned Deal Professionals

Speakers: David Clark, Raymond James; Greg Chin, CohnReznick; Erik Dykema, Lineage Capital; moderated by Chris Nicholas, Shields & Co.

5:30pm - 6:30pm Networking Reception
6:30pm - 8:00pm Dinner

 

Thursday, August 1, 2019

8:00am - 8:30am Breakfast
8:30am - 12:00pm Presentation Skills: prep and execution of successful meetings, leadership communication, etc. with Megan Philbin, Consultant, Templar
12:00pm - 1:00pm Lunch
1:00pm - 3:30pm Company Case Study,  co-presented by Rob MacLeod, Managing Director and Co-CEO & Warren Widener, Director, Bigelow LLC
3:30pm - 4:00pm Break
4:00pm - 5:30pm Portsmouth Scavenger Hunt
5:30pm - 6:30pm Cocktail Reception at the offices of Bigelow LLC
6:30pm - 9:00pm Dinner at Mombo

 

Friday, August 2, 2019

9:00am - 9:30am Breakfast Buffet
9:30am - 11:00am Closing Session with featured speaker David DiAntonio, CEO, McCue.  David will share his story and lessons learned taking his company through a PE investment deal.

Event Details

When:

July 31 - August 2, 2019

Where:
Sheraton Portsmouth Harborside Hotel