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Content Sessions

Keynote Speakers

Featured Sessions

Pavilion Sessions

Keynote Speakers

A Market Update: Key Drivers and Trends in M&A
Tuesday, April 30, 2024 • 11:00AM • Ironwood Ballroom

What’s in store for the rest of 2024? Join a stellar team of experts, including GF Data’s own Bob Dunn and William Blair Economist Richard De Chazal, as they take us through a market update and talk about the trends that are emerging in 2024 and beyond. The panel will discuss the macroeconomic environment, M&A activity, hiring trends and more. You will not want to miss this informational session that will give you the tools needed to transact in today’s ever-changing environment.

Bob Dunn
Managing Director
GF Data
Richard de Chazal
William Blair
Donna JW Hare
Senior Business Performance Consultant
Scott Linch (Moderator)
National Industry Leader, Private Equity
Sponsored by
What’s Next? Ask Brian Belski
Tuesday, April 30, 2024 • 1:00PM • Ironwood Ballroom

Join this keynote address to hear what Bank of Montreal (BMO) Chief Investment Strategist Brian Belski sees coming down the pike. Brian will engage with the audience, giving strategic investment and portfolio management insights to participants. Brian is frequently quoted in the financial press, including regular appearances on CNBC and BNN, and is renowned for his accuracy as a strategist. In his 34th year on Wall Street, Brian is the only strategist with fiduciary responsibility – as he oversees $7 bil of assets — 10 equity and two ETF portfolios. This is a conversation you will not want to miss.

Brian Belski
Chief Investment Strategist
Bank of Montreal

Featured Sessions

Financing Solutions in a Changing Environment

Monday, April 29, 2024 • 1:00PM • Juniper Ballroom, Level 3

Dealmakers are feeling the impact of rising interest rates. However, despite the high cost of capital, deal makers are finding innovative ways to get deals over the finish line. From working with alternative sources of financing to deploying innovative deal structures, dealmakers are proving their resilience and adapting to today’s high rate environment.

Jeff Bracchitta
Managing Director, Co-Head of Direct Lending
J.P. Morgan
Milwood Hobbs
Managing Director & Head of Sourcing & Origination
OakTree Capital
Jason Quinn
Managing Director
Churchill Asset Management
Joseph Weissglass
Managing Director
Configure Partners
James Grove (Moderator)
EVP, Head of Americas Sales
Sponsored by

Key Priorities during the First 100 Days Post-Acquisition

Monday, April 29, 2024 • 3:00PM • Juniper Ballroom, Level 3

Everyone says the first 100 days matter the most, but what are the key priorities that can move the needle for deal makers during that time frame? If you are interested in learning about how the experts drive value starting on day one, and how they make the most significant impact at their portfolio companies, this is a conversation you won’t want to miss.

Women’s Networking Breakfast & Increasing and Enhancing Women’s Roles in the M&A Market through Smart Talent Acquisition Strategies

Tuesday, April 30, 2024 • 8:00AM • Juniper Ballroom, Level 3

The desire to grow the number of women in the workforce is stronger than ever before. This goes for the financial services industry as well. Join the conversation to learn about the strides women have made in the industry, and what strategies firms are using to hire and retain more women among their ranks.

Beth Cahill
President & Senior Managing Director
Windsor Capital
Erin Carroll
Braddock Matthews
Gretchen Perkins
Avance Investment Management
Pam Hendrickson
Vice Chairman
Riverside Company
Melanie Krygier (Moderator)
Grant Thornton
Sponsored by

The Rise of AI Technology and its Impact on M&A

Tuesday, April 30, 2024 • 10:00AM • Juniper Ballroom, Level 3

AI technologies are likely to transform whole industries and companies alike, but financial services firms are still feeling out how to put the transformative technology to use. Hear from the experts what the advantages and pitfalls are of using AI technologies, why adoption has been slow and why not learning how to use AI will put your firm at disadvantage.

Richard Lawson
Co-Founder & CEO
Richard Lichtenstein
Chief Private Equity Data Officer
Bain Consulting
Jim Obsitnik (Moderator)
Chief Executive Officer
Sponsored by

How to Solve the Exit Dilemma?

Tuesday, April 30, 2024 • 2:00PM • Juniper Ballroom, Level 3

Selling activity fell to its lowest point in over a decade. PE’s end game is to grow portfolio companies. With higher interest rates, PE companies are needing to grow for longer. Across the US companies currently held by PE owners, the median age has stretched to 4.2 years and those that exited were held for 6.4 years, a new all-time high. A maturity wall is fast approaching in the form of finite-term funds and loans. Join this session to learn where and when private equity firms will find exit opportunities going forward.

Justin Abelow
Managing Director, Financial Sponsors Group
Houlihan Lokey
Charlie Gifford
Senior Partner
New Heritage Partners
Jay Jester
Plexus Capital
Tim Clarke (Moderator)
Lead PE Analyst
Sponsored by

Pavilion Sessions

Value Creation: Translating Pre-Close Painpoints into Post-Close Success

Monday, April 29, 2024 • 2:00PM • DealMAX Lounge, Bristlecone Ballroom, Level 1

A discussion on post-close trends, in particular how integration support teams are growing in size and getting involved earlier in the pre-close phases.

Travis Loomis
Senior Manager
Operations & Supply Chain, Withum
Steve Brady, CPA
Partner and Market Leader, Transaction Advisory
Sponsored by

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