Value Creation Forum Speakers
Image
JOHN BOVA
VP of Corporate Development, Operating Partner
Ondas Networks
Image
DAVE DEFELICE
Principal and Portfolio Operations Lead
Stone-Goff Partners
Image
JOE GWOZDZ
Operating Partner
Edison Partners
Image
BENJAMIN HUMPHREYS
Operating Partner
Monomoy Capital Partners
Image
MARC JOURLAIT
Operating Partner
The Riverside Company
Image
BRIAN KMET
Senior Partner, Global Head of PE Portfolio Company Value Creation
Bain & Co.
Image
STEVE LINCOLN
Vice President of Sales, Mid Market & International
ZoomInfo
Image
DAVID NEIKRUG
CEO
Optimatum Solutions
Image
LEONARD NUARA
Founding Partner
Flatiron Law Group
Image
SOUVICK PAUL
Principal, Technology and Innovation
Frazier Healthcare Partners
Image
BOB RUMER
Operating Partner
Adelphi Capital Partners
Image
HANNAH SCHREAGER
Private Equity Partnership Manager
Carta
Image
BRIAN SIMER
Performance Improvement Partner
Crowe Advisory LLC
Image
EMILY STEEN
AI Solutions Developer
Thrive
Image
CASS ZIEBEL
Principal
ParkerGale Capital
Image
MATT WEISS
Partner
Ciridae
Image
SIDD JIYANTY
Value Creation Head
TresVista
Family Office, GP & LP Summit
Image
JOHN BAGGE
Vice President
JMC Family Office
Image
JOE CALDWELL
CEO
Municipal Parking Services
Image
CANDICE FORBES
Partner
Kalos Transaction Advisory
Image
BEAU HARALSON
CEO
528 Partners
Image
ROSA HATHAWAY
Co-Founder & General Partner
Starframe Capital
Image
DAVID LUFTGLASS
Director of Partnerships and Investor Relations
Andromeda Ventures
Image
JOSH MAYFIELD
Managing Director
Texas Capital
Image
KEITH MENIG
Director
Clear Haven Capital Management
Image
STEVE ORR
Chief Investment Officer
Texas Capital Bank
Image
ASHISH PARIKH
Principal
Quiq Capital
Image
BRAD SCHOLTZ
Managing Partner
Scott Capital Partners, LLC
Image
CHRIS TAYLOR
Head of Private Credit
Third Point
Image
RT TREVINO
President
Pecos Energy
Image
MARCIA NELSON
Executive Director, Family Office Coverage – IB, Sales & Trading
Texas Capital
Image
SASHA BERNIER
Managing Partner
Hestia Holdings
Image
COREY MASSELLA
Partner
UHY
Image
EMERSON GARNETT
Principal
Balerion Space Ventures
Image
PETER THURLOW
Shareholder
Polsinelli
Strategic Acquirers Session
Image
JOHN S. CASTLE
President and Chief Executive Officer
Branford Castle Partners
Image
OLIVIA FENG
Vice President
BDA Partners
Image
PATRICK GILLIGAN
M&A and Development
Marubeni Corporation
Image
GERARD MCINNIS
Senior Partner
Kalos Transaction Advisory
Image
JASON PERLROTH
Principal, Head of Business Development
Southfield Capital
Image
KAPIL PURI
Head of Mergers & Acquisitions
BIC International
Image
TED SPEYER
Managing Director
DA Davidson & Co.
Image
DANIEL WANG
Managing Director
Harris Williams
Image
LEVI WEISZNER
Senior Account Executive, Private Equity
SS&C Intralinks
Image
JEFFREY GORDON
Managing Partner
The Riverside Company
Image
BILL DUPEE
Partner, Advisory | Transaction Advisory Services Leader
Aprio
Event Details
When:
November 9, 2026 1:30 PM - 8 PM EST
Where:
The Metropolitan Club
