Strategic Session: FIRESIDE KEYNOTE - Beyond the I Bank Advisor: Building Direct Channels for Deal Flow
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RYAN MULLIN
Director, Head of Business Development
The Edgewater Funds
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PATRICK GILLIGAN
M&A and Development
Marubeni Corporation
Strategic Session: PANEL DISCUSSION - Leveraging Your Ecosystem: Partners & Intermediaries for Amplified Deal Flow
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TONY HILL
Principal, BD
Trivest
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KAPIL PURI
Head of Mergers & Acquisitions
BIC International
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NANETTE HEIDE
Partner
Troutman Pepper Locke
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ANDRE HILTON
Managing Director
Houlihan Lokey
Family Office, GP & LP Summit: Panel I + Q&A – Investing in Media, Entertainment & Gaming
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SERGIO ALFARO
CEO
InventTV
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MICHAEL SALERNO
Managing Principal
Wheelhouse 360
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MEREDITH MCPHERRON
Managing Partner & CEO
Drive!
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MARCIA NELSON
Managing Director
Freedom Capital Markets
Family Office, GP & LP Summit: Keynote Fireside Chat with Jahm Najafi
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JAHM NAJAFI
Founder & CEO
The Najafi Companies
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SASHA BERNIER
Managing Partner, Hestia Holdings
Managing Director, Cheltenham Enterprises
Family Office, GP & LP Summit: Fireside Chat + Q&A – Synergies Between Family Offices & Independent Sponsors
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ANDREW ARAN
Co-Founder & Partner
Vineyard Infrastructure
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NEIL GIAVARA
Senior Vice President
TresVista
Family Office, GP & LP Summit: Panel II + Q&A – Beyond the Game: Sports as an Investment Strategy
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GARRETT KLUGH
Director, Sankhara | US Olympian
Chief Advisor, Falk Ventures
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SAM KELLY
Managing Partner
Solomon Gideon Capital
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COREY MASSELLA
Managing Director
UHY Advisors
Value Creation Forum: Keynote: The Global Playbook for Value Creation: Navigating Cycles and Capital Flows
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DAMANICK DANTES
Founder & Portfolio Manager
Dantes Outlook LLC
Value Creation Forum: Panel 1: Tech That Works: Prioritizing Upgrades That Matter
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JOHN BOVA
Independent Operating Partner
Operating Partner Resources Group
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BENJAMIN HUMPHREYS
Operating Partner
Monomoy Capital
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JOE MCDOUGALL
Operating Partner
Trive Capital
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ROXI WEN
Operating Partner
Insight Partners
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JAMES VIGLIONE
Senior Vice President
Datasite
Value Creation Forum: Panel 2: Using KPIs to Drive Accountability at PortCos
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CASS ZIEBEL
Principal
ParkerGale
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DAISY FITZGERALD
Managing Director
MERU
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CHRISTOPHER CURTI
Operating Partner
Astara Capital Partners
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AMANDA GREENBERG
Founder & Principal
Aribella
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MARK MILLER
Principal
Forvis Mazars
Value Creation Forum: Panel 3: Unlocking Growth: Cost Effective Strategies to Maximize Portco Value
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ALISSA BONNEAU
Managing Director, Portfolio Operations
Centerbridge Partners
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MARC JOURLAIT
Operating Partner
The Riverside Company
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RON SENATORE
Certified Business Performance Advisor
Insperity
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SUMMER CRAIG
President & CEO
Craig Group
Event Details
When:
November 17, 2025 1:30 PM - 8 PM EST
Where:
Metropolitan Club of New York
