Agenda - A New Format in '19

     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

REGISTER TO ATTEND

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.

Monday, October 21
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Annual Golf Outing - SOLD OUT!
Rolling Green Golf Club | Springfield, PA
Sponsored By
Insperity
Tuesday, October 22
Registration Open to all attendees
Enter at Broad Street Atrium
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The DealLounge
Unreserved, numbered tables to network and hold meetings.
Sponsored By
CFGI, Drinker Biddle & Reath
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DealSource: Self-Scheduled Meetings
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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Sponsor Hosted Roundtables
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
AB Bernstein, Baker Tilly, RSM US LLP
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ACGWomen's Program
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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Sponsor Exhibits
Terrace 2 & 3
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PEER Roundtable at the M&A East Conference
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, Wipfli, PitchBook
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Economic Uncertainty: Outlook on the Restructuring / Lender Markets
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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Luncheon Keynote
Annie Duke, Author, Decision Strategist & Former Professional Poker Player
Sponsored By
AB Bernstein, Janney Montgomery Scott, KPMG
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Grand Prize Give-Away - NCAA Final Four
Sponsored By
Fox Rothschild
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DealSource: Software Scheduled Meetings
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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100-Day Planning: Strategies to Maximize Synergies
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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Capitalizing and Managing through the Next Downturn
Speakers
  • James Caruso, CFO, Simplura Health Group

  • Paul Halpern, Chief Investment Officer, Versa Capital Management LLC

  • Tom Goila, Partner, Comvest Partners

  • Rob Newbold, Managing Principal, Graham Partners 

  • Michael Goodman, Managing Director, SSG Capital Advisors LLC (Moderator)

Sponsored By
EY, Stradley Ronon
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The Changing Face of Limited Partners: Investors, Allocators, Competitors
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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Afternoon Keynote
Admiral James Stavridis, NATO’s 16th Supreme Allied Commander Europe
Sponsored By
Baker Tilly, TD Bank
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PE Marketplace & Cocktail Reception
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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Young Dealmakers Reception
by invitation - Maggiano's
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Strategic Acquirers' Network Reception
by invitation - Bank & Bourbon
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DealMakers' PE-IB Bourbon Bash
by invitation - Bank & Bourbon
Sponsored By
Pepper Hamilton LLP, RSM US LLP
Wednesday, October 23
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DealLounge
Unreserved, numbered tables to network and hold meetings.
Sponsored By
CFGI, Drinker Biddle & Reath
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DealSource
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