Keynote Luncheon - Winning Tomorrow’s M&A Game: The Operational Edge for Value Creation
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ANTHONY ZANONTIAN (Moderator)
Managing Director
Crumble Capital
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MONICA ALFISI
Private Capital Consultant
Insperity
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DREW HAMER
CFO
Arcserve
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RICHARD HUA
Founder and CEO
Epiq Leadership Group
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KATE WALLMAN
Co-Managing Partner
Encore Consumer Capital
Panel 1 - Data Readiness in M&A: Building a Foundation for Successful Transactions
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DARWIN PANGILINAN (Moderator)
Managing Principal
Scrubbed
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THAR CASEY
CEO
Amber Seminconductor
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ARASH FARIN
CEO
Centerstone Capital
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STEVEN MONTERROSSO
CEO
Sharevault
Panel 2 - Financial Services and Insurance M&A: Trends, Disruption, and Opportunities in a Transforming Industry
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SAM DIBBLE (Moderator)
Partner
Mayer Brown
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JASON ANDREW
COO/CIO of Zoe Foundry
CRO of Navwise
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SUDIP DHINGRA
Investment Banking & Financials Services Industry Analyst
Citizens Bank
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DAN SANCHEZ
SVP
Wells Fargo Commercial Banking
Panel 3 – AI-First Dealmaking: Transforming M&A and Investment Strategy
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JEFF HAMILTON (Moderator)
Partner
Farella Braun + Martel
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FEDERICO BARADELLO
Founder & CEO
Finalis
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CHUCK FRIED
President and CEO
TxMQ, Inc.
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SHAWN FLYNN
SVH Capital
Managing Director
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WARREN PETTINE
Co-Founder & CEO
MTN
Panel 4 - How the Next Generation Family Office Is Deploying Capital
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LEIGH WASSON (Moderator)
Wealth Advisor
BNY Wealth
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ERIKA CRAMER
Managing Partner
CANY Holdings
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DANIEL KRAUSS
Tax Partner
EisnerAmper
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VISHAL VERMA
Senior General Partner
Edgewood Ventures
Panel 5 - From Pilot to Portfolio: Operationalizing AI Across PE-Backed Companies
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AOI SENJU (Moderator)
CEO
Colabra
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JOHN COHAN
Partner
Gesmer Updegrove
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SAJJAD JAFFER
Head of Data, Analytics and Machine Learning
GrowthCurve Capital
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DR. SEAN SAUNDERS
Founder & Managing Partner
Quantum Performance Partners
Event Details
When:
May 27 - 29, 2026
Where:
Meritage Resort & Spa