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Pennsylvania Convention Center (unless otherwise noted)
Enter @ Broad Street (Broad & Cherry Street - across from PA Academy of Fine Arts
Terrace Ballroom - level "T"
Events are open to all attendees unless specified | AGENDA & TIMING SUBJECT TO CHANGE
the attendee list IS INCLUDED IN THE CONFIRMATION EMAIL
Matt Moran and Kristy DelMuto share actionable tips to help you #DoYourJob at M&A East with this short, clever video
Agenda timing and details subject to change.
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Enter at Broad Street Atrium
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Private equity firms meet with investment banks in brief, pre-scheduled meetings. Open to PE Marketplace exhibitors and pre-registered Investment Banks.
Sponsored By
BDO,
Reed Smith LLP
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Join a discussion led by subject matter experts
Speakers
Investing in Food and Beverage: The land of 1000 niches | Hosted by Baker Tilly Capital
- Roger Braunfeld, Royer Cooper Cohen Braunfeld LLC.
- Steve Economou, Managing Director, Baker Tilly Capital
- Jed R. Mecham, Vice President, Baker Tilly Capital
IT Systems & Security Readiness for M&A | Hosted by RSM US LLP
- James Caruso, CFO, Simplura Health Group
- Max Heller, Director, RSM US LLLP
- Louis Higgins, Supervisor, RSM US LPP
- Kim Susko, Director, RSM US LLP
Getting Ready for the Deal | Hosted by AB Bernstein
- Sean Barker, Vice President, AB Bernstein
- David Bernstein, RLS Partners, Principal, RLS Associates
- Elijah Dornstreich, Vice President, AB Bernstein
- David Gitlin, Partner, Royer Cooper Cohen Braunfeld LLC.
Sponsored By
Baker Tilly,
RSM US LLP
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Power, Credibility and the Path to the C-Suite - Advancing Women to the Next Level
Speakers
- Shelley Boyce, CEO and Founder, MedRisk
- Patricia Evans Schulze, Managing Director, Global Capital Markets, Wilmington Trust
- Anne Vazquez, Partner, NewSpring Capital
- Barb Shander, Partner, Morgan Lewis (Moderator)
Sponsored By
Citizens Financial Group,
Janney Montgomery Scott
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Terrace 2 & 3
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Candid Insights on Optimizing Your Relationship with Your PE-backer
Speakers
- Jon Lemelman, General Partner, Riverside Partners
- Michael Morrissey, Managing Principal, Inverness Graham Investments
- Heather Madland, Principal, Huron Capital
- Chris Miller, Partner, Pepper Hamilton LLP (Moderator)
Sponsored By
CFGI,
TD Bank,
PitchBook
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Speakers
- Joe D’Angelo, Partner, Carl Marks Advisors
- Bob Grbic, President & CEO, White Oak Commercial Finance
- Fran Lawall, Partner, Pepper Hamilton LLP
- Allen Wilen, Partner, EisnerAmper LLP
- Brian Gleason, Senior Managing Director, Phoenix Management Services, Inc. (Moderator)
Sponsored By
EY,
Stradley Ronon
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Annie Duke, Author, Decision Strategist & Former Professional Poker Player
Sponsored By
Janney Montgomery Scott,
KPMG
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Private equity firms meet with investment banks in brief, pre-scheduled meetings. Open to PE Marketplace exhibitors and pre-registered Investment Banks.
Sponsored By
BDO,
ReedSmith
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Speakers
- John Broderick, Operating Partner Argosy Private Equity
- Dr. Solange Charas Founder/CEO, HCMoneyball
- Chris Clark, Partner, Edison Partners
- Scott Whitaker, Partner, Global PMI Partners
- Todd Nice, Managing Director, CFGI (Moderator)
Sponsored By
EY,
Stradley Ronon
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Speakers
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James Caruso, CFO, Simplura Health Group
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Paul Halpern, Chief Investment Officer, Versa Capital Management LLC
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Tom Goila, Partner, Comvest Partners
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Rob Newbold, Managing Principal, Graham Partners
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Michael Goodman, Managing Director, SSG Capital Advisors LLC (Moderator)
Sponsored By
EY,
Stradley Ronon
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Speakers
- Tom Danis, Managing Partner/Co-Founder, RCP Advisors LLC
- Travis Escobedo, Director of Fundraising, NewSpring
- Jackie Rantanen, Managing Director, Hamilton Lane
- Sheryl Schwartz, Managing Director, Flexstone
- Colin Dinneen, Managing Director, FIRSTavenue (moderator)
Sponsored By
EY,
Stradley Ronon
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Admiral James Stavridis, NATO’s 16th Supreme Allied Commander Europe
Sponsored By
Baker Tilly,
TD Bank
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Merger! Don't miss the combined Cocktail Reception & Private Equity Marketplace - bringing you more powerful networking!
Sponsored By
Ballard Spahr,
CBIZ
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by invitation - Maggiano's
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by invitation - Bank & Bourbon
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by invitation - Bank & Bourbon
Sponsored By
Pepper Hamilton LLP,
RSM US LLP
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Private equity firms meet with investment banks in brief, pre-scheduled meetings. Open to PE Marketplace exhibitors and pre-registered Investment Banks.
Sponsored By
BDO,
Reed Smith
Event Details
When:
October 22 - November 3, 2019