Thursday, November 5 at The Palm Beach Lake Pavilion and Cucina Palm Beach
9:00am — Registration opens at The Lake Pavilion with light breakfast
10:00am — Morning session begins: private markets focused
10:00am - 10:30am: Emerging Technology in Sports: An Investor Perspective
- Judson Wallace, Managing Director, White Rabbit Capital
- Andy Katz, General Partner, BrknPar Ventures (Sport Tech Growth Equity Fund)
- Michael Haddix, Co-Founder and CEO, Scout
- Jarrett Banks, Editor-at-Large, CorpGov (Moderator)
10:30am - 10:45am: Private Equity: Supporting Your CFO in the AI Era
- Emma Sissman, Vice President, Goldman Sachs Alternatives
- Candice Wilson, Managing Director, CFO Advisory Practice, EisnerAmper
- Katie Creaser, Partner, Technology, ICR (Moderator)
10:45am - 11:15am: Beyond AI Fever: Navigating a Complex IPO Environment
- Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel
- Don Duffy, Chairman, ICR Capital
- Charles Soranno, Managing Director, Protiviti
- John Jannarone, Editor-in-Chief, CorpGov (Moderator)
11:15am - 11:45am: Governance and Go-to-Market: PE vs. VC
- Joshua Siegel, General Partner, Acronym Venture Capital
- Rafique Jiwani, Head of GTM Value Creation, Operating Advisor, Goldman Sachs Private Equity
- Matthew Player, CEO, Zoneomics
11:45am - 12:15pm: Defense Tech: Investors and Operators
- Andrew Bair, President and CEO, Capital Defense Technologies
- Marcos Cervantes, Founder and CEO, Q-Branch
- Joseph Yaker, Founder and CEO, Xpand Global Inc.
- Jonathan Lo, Vice President of Startup Finance, EisnerAmper
12:15pm - 12:35pm: Keynote: Paul Abrahimzadeh, Partner, 1789 Capital
- Paul Abrahimzadeh, Partner, 1789 Capital
- Mark Martini, Founder and CEO, WimbledonGlobal, Inc.
12:35pm — Lunch from Johan’s Joe served
1:00pm — Afternoon session begins: public markets focused
1:00pm - 1:30pm: The Role of AI in Shareholder Activism
- Adam Dobrik, Director, Shareholder Activism Practice, Forward Risk
- Chuck Garske, Senior Managing Director, Okapi Partners
- Andrew Freedman, Co-Managing Partner; Chair, Shareholder Activism Practice, Olshan Frome Wolosky
- Ron Orol, Senior Editor, The Deal
1:30pm - 2:00pm: AI Governance for Boards
- Doug Chia, President, Soundboard Governance; Host, The Public Company Series Podcast; Former Corporate Secretary, Johnson & Johnson
- George Corbin, Board Director, Edgewell Personal Care (NYSE: EPC); Former Chief Digital Officer, Marriott and Mars
- Robert Maciejko, Founder, Board AI Institute; Co-founder, INSEAD AI (Alum-Led); Member, INSEAD’s AI Advisory Group
- Karen Walker, CFO, Sysdig
2:00pm - 2:20pm: Fireside: Vishal Garg
- Vishal Garg, Founder and Head of Product, Platform and Innovation, Better Home & Finance Holding Co. (Nasdaq: BETR)
- John Jannarone, Editor-in-Chief, CorpGov (Moderator)
2:20pm - 2:30pm: Networking Break
2:30pm - 3:00pm: Value Creation in Pro Sports Transactions
- Mark Harms, Chairman and CEO, Global Leisure Partners
- Patrick Rooney, Family Owner, Pittsburgh Steelers; President, Palm Beach Kennel Club
- Robert DuPuy, Former President and COO, Major League Baseball
- Rick Horrow, CEO, Horrow Sports Ventures
3:00pm - 3:15pm: Intellectual Property: Valuing, Protecting and Securitizing
- Kory Patrick, Principal, Risk Advisory Services, Kaufman, Rossin &Co.
- Mary Guzman, Founder and CEO, Crown Jewel Insurance
3:15pm - 3:45pm: 2027 Proxy Season Lookahead - A Global Perspective
- Bruce Goldfarb, President and CEO, Okapi Partners
- Brenda Gosselin, Partner, Goodmans LLP
- Phil Denning, Partner, ICR
3:45pm - 4:15pm: Contested M&A
- Adam Tamzoke, Counsel, Latham & Watkins
- Dan Zacchei, Managing Partner, Longacre Square Partners
- John Grau, President, InvestorCom
- Adam Kommel, Activism Data Product Manager, Bloomberg (Moderator)
4:15pm - 4:45pm: After IPO Day: Executing as a Public Company
- Ned Zelles, Director, Head of GTS Corporate Services, GTS
- Harrison Lance, Head of Capital Markets, Southeast, New York Stock Exchange
- Greg Veltri, Stock Plan Lifecycle Director, Infinite Equity
- Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group
5:00pm — Reception at Cucina Palm Beach (golf cart transportation provided from Lake Pavilion)
