Full Agenda: 3rd Palm Beach CorpGov Forum Nov. 8
Speakers and Sponsors:
Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins
E Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
Zach Swartz, Partner in the Corporate Real Estate Practice, Vinson & Elkins
Tara Dziedzic, Head of Listings – US Sectors, NYSE
Joseph C. Semsar, Regional Head, East Coast Capital Markets, NYSE
Jon Feldman, Partner, Mergers & Acquisitions, Goodmans LLP
Michael Partridge, Partner, Mergers & Acquisitions, Goodmans LLP
Rafique Jiwani, Vice President, Private Equity, Goldman Sachs
Laura Sennett, Vice President, Sustainable Investing Goldman Sachs
Andrew Freedman, Partner, Co-Head Activist & Equity Investment Group, Olshan Frome Wolosky LLP
Ira Gorsky, Executive Vice President, Edelman Smithfield
Katrina Allen, Executive Vice President, Edelman Smithfield
Mark Beccue, Research Director, AI, Futurum Group
Joseph J. Mills, Senior Partner, Saratoga Proxy Consulting
John Ferguson, Senior Partner, Saratoga Proxy Consulting
Christopher Ludwig, Managing Director, Shareholder Advisory, Mergers & Acquisitions, Barclays
John C. Marchisi, CCIC, MLIS, GRCP, National Director, SPAC Segment, Gallagher
Bruce H. Goldfarb, President and CEO, Okapi Partners
Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
Richard Kane, Chairman and CEO, Verijet
Don Duffy, President, ICR
Anton Nicholas, Managing Partner, ICR
Ashley DeSimone, Partner, Co-Head Media, Sports & Entertainment, ICR
Terri Clevenger, Partner, Healthcare, ICR
Jay Jackson, CEO, Abacus Life, Inc. (Nasdaq: ABL)
Charles Gradante, Co-Founder, Hennessee Group LLC
Adam Kommel, CFA, Senior Activism Analyst, Bloomberg LP
Keith Rosenbloom, Managing Partner, Cruiser Capital
Michael W. Robinson, Chairman and CEO of The Montgomery Strategies Group, former Chief Spokesman & Policy Director at the Securities and Exchange Commission (SEC)
Jordan K., Managing Director, Harkins Kovler
John Glenn Grau, President, InvestorCom
Dan Zacchei, Managing Partner, Longacre Square
Casie Connolly, Partner, Head of Digital Communications, Longacre Square
Jimmy Frischling, Co-Founder & Managing Partner, Branded Hospitality Ventures
Michael Seifert, Founder and CEO of PSQH
Peter Harkins, Jr., Managing Director, Harkins Kovler
Omeed Malik, President, 1789 Capital
Felix Tabary 🦍, Co-Founder and CEO of Troop
Robert Jacks, CEO, Sparrow Pharmaceuticals
Robert Maxwell, Founder and CEO, ClinConnect
Tom Nolan, CEO, Kendra Scott
Josh Kosman, New York Post Business Reporter
Thomas Sandgaard, Chairman, CEO & Founder, Zynex Medical
Kyle D. Henderson, President, Sandgaard Capital
Mark Harms, Chairman and CEO, Global Leisure Partners and Managing Partner, Bespoke Capital Partners
Michael Verrechia, Senior Managing Director, Morrow Sodali
Edward Kovary Jr., Managing Director, Head of SPAC Capital Markets, BTIG
John Jannarone, Editor-in-Chief, CorpGov and IPO Edge
ICYMI: For the first time in a while, there's a window of opportunity to invest in my venture firm, Backstage Capital. There is limited space due to the number of investors allowed per entity, so I am holding a few 1:1 calls to discuss alignment.
To learn more, get screened, and book a call, apply at BackstageInvest.com
To get a snapshot of our impact, watch: https://lnkd.in/gj4DRck8
Happy to finally share some news
I have joined Portrait Capital as a Partner and President of Portfolio Operations.
What is Portrait Capital?
Formerly Majority Search, Justin Burris
& Tim Ludwig founded Portrait Capital with the goal of helping family businesses transition to the next generation of leaders.
Portrait Capital is a private investment firm crafting perfectly-tailored transitions for exceptional small and mid-sized companies. We manage committed capital on behalf of 75+ founders and family business owners who share our focus on growing companies and leaders over the very long-term.
Our unique fund structure allows us to buy companies with no intent of selling them.
Decades. Not years.
The biggest lesson I learned in my last venture was that it matters so much more about who is next to you than it does what you are doing.
Before joining, we spent a tremendous amount of time discussing life, friends, family, the highs and lows of business ownership, and the ways in which we can assist families by creating a perfectly tailored transition that ensures we honor the family legacy for decades.
We were aligned.
I grew a major appreciation for Tim and Justin, not as professionals, but as people. Something I was very thoughtful of in making this decision was the time horizon. We cannot ask the families of companies we are buying to trust us for decades if we do not also have an internal trust level with each other that is rooted today but will grow for decades.
What they have accomplished professionally is jaw dropping. Who they are as people is even more astonishing.
I could not be more excited to partner with Tim, Justin, Bruce, and the people who have entrusted us to make decisions for decades.
🙏 This is the best part of building a product, providing real value to our customers - thank you for the trust Mehrdad.
🍇 At bunch, we’re dedicated to simplifying the investment process, and it’s heartening to see it resonate with seasoned investors. This is just the beginning.
#Investing#SPVs#SyndicateInvestment#bunch
Introducing Herbert L. Drayton III, the 55th guest of Footnotes. Herbert already boasted a successful venture capitalist career before becoming the managing partner of HI Mark Capital. HI Mark Capital's mission: is to provide funds and support to BIPOC and women-owned businesses, which is exactly what Herbert is passionate about.
Don't miss this next edition of Footnotes coming this Friday.
#BusinessOwner#FounderStory#SCBusiness
For a webinar all about Value Creation Planning, we're excited to be welcoming industry titan Christopher D. Westington - Director of Portfolio Management and Value Creation at BCI to the panel next week, alongside THE leading voice on Value Creation in PE-Backed Companies: Dan Cremons.
Join Finquest & Fintalent.io as we dissect the levers to create equity value, how to avoid common pitfalls, and how people fit into it all.
If you're thinking about value creation in 2024, you're not going to want to miss this one.
Register here: https://lnkd.in/eDJCwsuK
Very interesting. If you're considering a fundraise from institutional LPs, please reach out. Happy to demo PitchBook's coverage.
These conversations are usually focused on mandates to specific asset types, past commitments, and allocation %.
If this would be helpful for your fundraise, let's talk..
https://lnkd.in/gMjJ-7TY
What's your outlook for 2024? How is your business closing out 2023? Top Dealmakers in media and entertainment share forecasts with The Hollywood Reporter. I like the grounded optimism expressed by thought leaders like Erik Hodge, Partner and Head of Entertainment at The Raine Group, a growth equity and venture capital firm.
Erik Hodge, Partner and Head of Entertainment at The Raine Group, says, "Recognizing that the environment we're working in still has challenges and adapting to get things done" is critical for success in the 2024 media and entertainment sectors. What challenges are you facing? How will you adapt to achieve growth?
#2024forecasts#mediathoughtleaders#entertainmentthoughtleaders#growthstrategy#businessstrategy#forecasting#yearendreviews#steveramoswriterhttps://ow.ly/3AEs50QftQA
My Dad used to watch the "6:00 News" with honorable consistency. Industry panels have become my routine replacing the 6:00 News. Tonight's Association For Corporate Growth - ACG Silicon Valley C-Circle discussion about the 2024 Outlook for Venture Capital and Private Equity with a "newsdesk" supported by a debt capital leader, an M&A investment banker, and a VC luminary was both informative and fun. (And, I came home with swag. 🧦)
Andy Armstrong (Audit Partner at Armanino LLP) moderated the conversation across the panel and audience. Panelists included debt-dude Joel Gragg (Founder & Managing Partner at fitcapital), M&A maven Jan Robertson (Managing Partner & Co-Founder at SiVal Advisors LLC), and wise VC luminary Homan Yuen (Partner at Pine Road Ventures). Special thanks to the leaders at the JPMorgan Chase Innovation Center (thank you, Kristopher Duarte!) for staging our "newsroom" tonight and sending us home with snacks.
__ KEY TAKEAWAYS __
🟢 EXIT SUCCESS. What makes a company Green Light to a solid exit? #1 - a reasonable valuation (10-15x, or lower). Other contenders: A logical path to revenue. Compelling technology with a strategic buyer.
🟠 RUNNING A BUSINESS. We're no longer obsessed with "grow at any cost." Winning companies are often bootstrapped and run very efficiently. Discussions regarding "how we run the best possible business" are everywhere.
🟣 TIMING. "When the flowers are ripe, pick 'em." (Your Daddy is a smart man, Andy. I bet he watches the 6:00 news, too.)
#ACGSV#investors#outlook
Several high-growth small-cap companies, including @verabradley, @akabrandsholdings, @brilliantearth, and @blade, will be presenting at the SHARE Series Live event hosted at the New York Stock Exchange on June 14th. The event will also feature presentations from private companies 6666 and Equitea.
'All presentations will be webcast live on the SHARE platform, and interested viewers can register and attend for free,' the press release stated. Archived replays will be available on the SHARE Series website after the events.
The SHARE Series offers management teams a platform to share their investment stories with their growing retail shareholder base. It focuses on investors who manage less than $100M and do not file 13f ownership reports, including family wealth offices, small hedge funds, regional investment advisors, and high net worth individuals, in addition to individual investors. #shareseriesnyse#investmentevent#smallcaps
@shareseries @nyse @nasdaq @nysebrand @akabrandsholdings @brilliantearth @blade
Learner
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