Agenda

WEDNESDAY, August 1, 2018
10:30am - 1:00pm Open registration
11:00am - 1:00pm  -  Session One: Deal Meetings - Invite Only
1:00pm - 2:00pm -  Grab -N-Go lunch
2:00pm - 4:00pm - Beach Volleyball and Corn Hole Contests
5:30pm - 6:30pm - Welcome Reception at Ocean Place Resort
6:30pm - 8:00pm -  Dinner and Fireside Chat

             Featuring Kathleen Squires, Award Winning Food Journalist & Film Maker
             Moderator, Heidi Deiner, VP National Marketing Director, Private Equity, Citizens Financial Group

8:00pm - 10:00pm -  Beach Bonfire

THURSDAY, August 2, 2018
8:00am - 9:00am - Breakfast
9:00am - 11:30am - Session Two: Deal Meetings - Invite Only
10:00am - 11:00am - Panel - “How to “Shore” Up your Wins with Private Equity.  Practical Advice for Doing Business with PE Firms”

• Building relationships with private equity firms is easy.  Getting their business can be a challenge.  The panel will discuss their experiences developing private equity business and engage the audience in an open discussion on best practices things to do and things not to do to successfully win private equity business.
  
  Moderator, David Hellier, Partner, Bertram Capital
  Joshua Cherry-Seto, Chief Financial Officer, Blue Wolf Capital
  Mark Emrich, Managing Director, Business Development, Murray Devine
  Ed Gort, VP of Engineering and Professional Services, LynnCo Supply Chain Solutions
  Reid Tracy, Mergers and Acquisitions Group, Willis Towers Watson
  Jeffrey Michelson, Managing Director, CohnReznick LLP

11:30am - 12:30pm - Panel “Summer Swelter, Winter Freeze?  What’s the Outlook for Middle Market M&A”

• We are in the midst of one of the hottest M&A markets in history with multiples and exits at a sweltering pace …. but there are signs in the economy and in the market that are starting to cause concerns.  Our panel will discuss how they view the market, signals that may indicate a turn in the market and steps they are taking to prepare for a down market.
  
  Moderator, David Hellier, Partner, Bertram Capital
  Christian Bullitt, Managing Director/Financial Sponsors Group, Raymond James
  Bryan Cummings, Managing Director, D.A. Davidson
  William Gonzalez, Senior Vice President, Audax Group
  Ronald Kerdasha, Group President/Region Executive, MB Business Capital
  Gary Lembo, Director, Tennenbaum Capital Partners
  Donald McDonough, Managing Director, JLL Partners

12:30pm - Grab and Go lunch
Explore the Shore!