Agenda

Introductions & Keynote:

• Paul Hsiao, Executive Director - Asset Allocation, Chief Investment Office (CIO), UBS Wealth Management

Opening Speaker Session: Economic & Lower Middle Market M&A Update

Speakers:

• Bob Dunn, Chief Product Officer, ACG & Ex Oficio, GF Data
• Michelle Kornack, Vice President, Gemini Investors
• Amanda Jackson, Regional Managing Director, Business Development, SRS Acquiom
• Gabrielle Piasio (Moderator), Head of Fund & Sponsor Banking, Grasshopper Bank

Breakout Session: Deals Gone Sideways

Speakers:

• Stephanie Henry, Associate Director, Client Services, Gryphon Strategies
• John Surrette, Partner, CGO + Director of Private Equity and Transaction Services, KLR
• Bill Jarry, Managing Director, Wells Fargo Advisors

Breakout Session: The Evolving Lower Middle Market Investor Universe

Speakers:

• Erik Dykema, Partner, Lineage Capital
• Caroline Kung, Managing Partner, SagePath Capital
• Christopher Marotta (Moderator), Partner, Holland & Knight LLP

Seated Lunch & Keynote: The MI6 Playbook: Creating Powerful Human Relationships and Elite Influencing

In competitive markets like M&A, success depends on the ability to earn trust and shape decisions before they are finalized. Drawing on parallels from elite intelligence operations—where negotiation and persuasion are mission-critical—this session reveals how these high-stakes principles can be adapted to the deal world to create a distinct and lasting competitive advantage.

The session will explore:
Perception – How does a percept form and ways to ensure a positive perception is created.
Liking - Why will someone like our brand/proposal/message.
Trust – ways to proactively build trust.
Persuasion – a brief overview of the Art of Persuasion.

Speaker:

• Graham Cox, Program Director, Boundaries Edge