Event Details

Tuesday Programs

Unless specified Programming is open to all registrants.

8:45 AM - 10:00 AM      200-Level

Power, Credibility and the Path to the C-Suite - Advancing Women to the Next Level
Highly accomplished women leaders candidly share h​​​​​​ow power, credibility, self-promotion, negotiation, and advocacy play a critical role in our career trajectory.

  • 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)


10:30 AM - 11:45 AM      200-Level

PEER Roundtable at the M&A East Conference     
Candid Insights on Optimizing Your Relationship with Your PE-backer  
By invitation to CEOs and CFOs of PE-backed companies

More featured speakers to be announced

  • Michael Morrissey, Managing Principal, Inverness Graham Investments
  • Heather Madland, Principal, Huron Capital
  • Chris Miller, Partner, Pepper Hamilton LLP (Moderator)


10:30 AM - 11:45 AM      200-Level

Economic Uncertainty: Outlook on the Restructuring / Lender Markets   

  • Brian Gleason, Senior Managing Director, Phoenix Management Services, Inc.

2:00 PM - 3:00 PM    200-Level

100-Day Planning: Strategies to Maximize Synergies

Featured speakers:

  • Barry Smith, Partner, CFGI


2:00 PM - 3:00 PM    200-Level

Capitalizing and Managing through the Next Downturn

Featured speakers:

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

  • Dan Lee,  Partner, Comvest Partners

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

  • Rob Newbold,  Managing Principal , Graham Partners 

  • James Caruso, CFO, Simplura Health Group

3:15 PM - 4:15 PM    Terrace Ballroom 1

The Changing Face of Limited Partners: Investors, Allocators, Competitors

More Featured speakers to be announced

  • Jess Larsen, Partner, FIRSTavenue (moderator)