*Agenda subject to modifications.
| 9:00 AM - 11:00 AM | One-on-One Dealmaking and Mentor/Mentee Meetings plus Networking |
| 11:00 AM - 11:30 AM | Registration & Networking |
| 11:30 AM - 11:45 AM | Opening Remarks |
| 11:45 AM - 12:15 PM | Keynote Fireside Chat |
| 12:20 PM - 1:30 PM | Seated Lunch |
| 1:35 PM - 2:05 PM | Strategic Outlook: The Middle-Market M&A Environment Today Join a dynamic, cross-functional panel of experts from credit, private equity, and investment banking as they unpack the forces shaping today’s middle-market deal landscape. Hear how shifting credit markets, evolving consumer demand, and changing sponsor behavior are redefining opportunities and challenges across the sector. Attendees will leave equipped with fresh, actionable insights on valuation trends, financing strategies, and competitive positioning to drive smarter dealmaking in the year ahead. SPEAKERS: Caroline Deichmann, Managing Director, Wells Fargo Aarti Kapoor, Managing Director,Cascadia Kristin Steen, Managing Director, Gemspring Capital |
| 2:05 PM - 2:30 PM | Networking Break |
| 2:30 PM - 3:00 PM | Beyond the Numbers: Storytelling, Strategy & Influence in Private Capital In today’s competitive deal landscape, technical expertise isn’t enough—how you communicate can shape outcomes just as powerfully as the data itself. Join leaders across private equity investor relations, deal origination, investment banking, and capital allocation for a candid conversation on how to craft narratives that resonate, build trust with stakeholders, and influence decisions at every stage of the transaction. Whether you’re raising capital, sourcing deals, or guiding clients through complex processes, this session will equip you with practical approaches to elevate your voice, sharpen your message, and drive impact beyond the spreadsheet. |
| 3:00 PM - 4:00 PM | Professional Workshops |
| 4:00 PM - 6:00 PM | Cocktail Reception/Marketplace |
*The ACG NY WOL Summit Marketplace will be open from 11am - 6pm and will feature female founded businesses exhibiting their goods and services.
Agenda modifications may be made.
Event Details
When:
May 14, 2026 9 AM - 6 PM EDT
Where:
New York Athletic Club
