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Event Details
When:
May 13, 2025 6 PM - 8 PM EDT
Where:
Location Name
The Union League Club
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Event Secondary Body
As part of the ACG NY DealMaker Series, we welcome tristate dealmakers to discuss AI in DealMaking.
Join us for a discussion on how dealmakers are using AI to enhance their dealmaking processes, making them more efficient and successful. We will explore the applications currently in use, the future vision of dealmaking, and the impact of AI on deal professionals in the Middle Market. This event will feature industry experts as we delve into these topics and more. Additionally, you will have the opportunity to network and engage in discussion with fellow dealmakers from the tristate area while enjoying cocktails and hors d'oeuvres.
This event series is only open to Fund Managers, Investment Bankers, Lenders, Family Offices, VCs, Independent Sponsors, and Corporate Strategic Acquirers. Your registration will be refunded in full if you do not qualify to attend.
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ACG NY DEALMAKER SERIES The DealMaker Series hosted by the ACG NY PE/IB Committee, combines the popular and much coveted ACG NY PE/IB Networking Series and Strategic Acquirer series. This new franchise of quarterly meetings is held exclusively for an intimate audience of invite only Private Equity Executives, Investment Bankers, Corporate Development Officers and invited guests. PLEASE NOTE: This event series is only open for Fund Managers, Investment Bankers, Lenders and Corporate Strategic Acquirers. You registration may be revoked if you do not comply. |
MEET THE SPEAKERS
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| Clive Cooper Global Head of Private Equity Finquest |
| Clive Cooper is a Global Sales Leader skilled at introducing Financial Services firms to ground-breaking technology, data and professional services. Helping investors and businesses grow by adopting the best organic and bolt-on strategies. Currently introducing the worlds biggest and best Private Equity funds to Finquest. Finquest is the premier big data and AI company focused on identifying and connecting its clients with relevant off-market acquisition and investment opportunities across the globe. While not generating deals and helping allocate capital, Clive volunteers at the local Surf Life Saving Club, participate in running + cycling events, and actively contribute to Private Equity Associations. |
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Weiyee In |
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Weiyee In [殷 維一] while a native of New York City, has spent the large majority of his professional career as an expatriate working for several of the largest multinational banks globally across London, Paris, Hong Kong, Taiwan and Southeast Asia. Mr. In currently serves as CIO of Protego Trust Bank, a chartered financial institution focused on digital asset custody, trading issuance needs of institutional investors. Additionally, his experience spans more than two decades as a publishing Wall Street technology analyst, Sustainability Strategist (Environmental Social Governance), TMT equities strategist, Head of Telecoms, Media and Technology Equity Research and Director of Equity Research across multiple banks including UBS and BNP Paribas. Mr. In has been an angel investor across FinTech, CNN, New Media, AI, Data Analytics, developing Regulatory advisory & solutions development using NLP, AI, LLM, RPA, iML for MiFID II, GDPR/PII, FATF/GAFI (AML, KYC, CTF), BSA, Sapin II, PEP, UBO, SOE, MSOE; advisor for financial custody & trust, DLT integration and trade analytics. He has been both an angel investor and advisor to technology startups across Asia and Europe in semiconductor design, robotic automation in industrial workflow (software and hardware). data analytics and machine learning for industrial production. |
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Corey Massella |
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Corey Massella has over 25 years of experience as an entrepreneur, tax and business advisor, and as a specialist in SEC accounting and audit services. Additionally, Corey has experience serving as a Private Equity and Technology Industry Group Practice Leader for a top 20 accounting firm. Corey has successfully guided his clients through all facets of the mergers and acquisitions transaction cycle to help them make critical decisions while ensuring transactions are strategic and seamless. |
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| Cory McNeley Managing Director - Transformation Solutions UHY |
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Background •25 year’s experience in industry and consulting with a focus on technology, process optimization, and materials management
Professional Experience •Developed predictive technology for forecasting margin improvement opportunities for fortune 50 retail organization
•Developed machine learning platform used to predict and identify fraud and risk exposure at a fortune 200 retail organization
•Designed, developed and implemented predictive modeling used in identification supply chain risks
•Designed, developed and implemented proprietary analytics software to identify manufacturing defects.
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THANK YOU TO OUR SPONSORS
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Hosted by: ACG
Chapter
New York
Event Materials
Event Materials
This event series is only open for Fund Managers, Investment Bankers, Lenders and Corporate Strategic Acquirers. You registration may be revoked if you do not comply.
Please contact ACG New York for more information.
Pricing:
$250 ACG Member
$275 Non-Member
