7:30 -11:30AM

Registration

Marriott Grand Foyer

8:00 - 5:00PM

Deal Lounge

Marriott Grand Foyer

8:00AM - 8:30AM

Owner & C-Suite Executive Networking

Marriott Grand 10 

8:30AM - 9:30AM

Owner & C-Suite Panel Discussion 

"How to Unlock Value for a Successful Business Transition"

Panelists:

 Eliot Peters, Principal, RA Capital

Carl Pinkard, Partner, Aldrich Wealth

Charles Witham, Partner, Witham Mahoney & Abbott, LLP

Marriott Grand 10

9:30 - 10:00AM

Women’s Connection Networking

Marriott Grand 11

10:00 - 11:00AM

Women’s Connection Event

"Next Generation M&A: From Transactional Deals to Collaborative Alliances"

Moderator:

Anya Soto, Founder, Culture Crafters

Panelists:

Andrea Steinbrenner, CEO, Exit Consulting Group

Stephanie Scarola, Profit Specialist, ERA Group

Rache Brand, CEO, Superstruct

Marriott Grand 11

11:00 - 11:30PM

Break

Marriott Grand Foyer

11:30 - 1:00PM

General Session

Lunch & Keynote Speaker

Dale Robinette

"Empowering Leaders to Drive Significant Sustainable Growth"

Marriott Grand 12/13

1:00 - 5:00PM

Deal Source

Marriott Grand 8

1:00 - 1:30PM

Networking Break

Marriott Grand Foyer

1:30 - 2:20PM

Breakout 1

"Lessons Learned from a PE Rollup by First-time Fund Managers"

Moderator:

Anthony Arnold, Co-Chair M&A and Private Equity Group & Barnes & Thornburg LLP

Panelists:

Alan Baca, General Partner, Verde Equity Partners 

John Hamby, Managing Partner, Verde Equity Partners

Gabriel Galvez, Managing Partner, Verde Equity Partners

Dana Robinson, Managing Partner, Verde Equity Partners

Marriott Grand 10/11

2:20 - 2:40PM

Networking Break

Marriott Grand Foyer

2:40 - 3:30PM

Breakout 2

"The Evolution of Family Offices" 

Moderator:

Elizabeth Chase, Associate, Shepard Mullin

Panelists:

Alberto Galante, Head of Multi-Family Office of the Founders of Grupo ViZion

Dan Farris, Managing Director and CIO for Ridge Group Investments

Kurt Wickham, EVP at West Nonpublic Holdings, part of the Gary and Mary West Family Office

Laurent Roux, Principal, Gallatin Wealth Management LLC

Marriott Grand 10/11

3:30 - 3:50PM

Networking Break

Marriott Grand Foyer

3:50 - 4:40PM

Breakout 3

"The M&A Battlefield: Lessons Learned from High-Stakes Deals"

Moderator:

Jessica Lazur, Partner, Procopio

Panelists:

Anna Crowe, Founder & CEO, Crowe PR

Riley Stricklin, Founder at Cadre AI

Grayson Lafrenz, Founder & Chairman, Power Digital

Marriott Grand 10/11

4:40 - 5:00PM

Networking Break

Marriott Grand Foyer

5:00 - 7:00PM

Capital Connection & Social

Marriott Grand 12/13