Agenda: 4th Annual Palm Beach CorpGov Forum with Goldman Sachs, Goodmans Nov 13-14

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The fourth annual Palm Beach CorpGov Forum will be held on Wednesday, Nov. 13 and Thursday, Nov. 14, for a two-day event at the Palm Beach Lake Pavilion, located on the waterfront with sweeping views of Palm Beach Island. The Forum will feature panels, firesides and a performance by a Palm Beach Symphony ensemble. Networking receptions will follow at The Cove Club West Palm (sponsored by Beneficient) on Nov. 13 and Cucina Palm Beach on Nov. 14. Audience includes 200 attendees including institutional investors, family offices/HNWIs, attorneys, investment bankers and key advisors.

To request an invitation or sponsorship enquiries, email Editor@CorpGov.com

Agenda – Wednesday, Nov. 13

12:00 pm – Registration and lunch – Palm Beach Lake Pavilion

1:00 pm to 1:30 pm – Founders and CEOs in Retail and Fashion

Rafique Jiwani, Vice President, Goldman Sachs Private Equity
Mary Ellen Coyne, CEO, J.McLaughlin
Jack Carlson, Founder and Creative Director, Rowing Blazers
John Jannarone, Editor-in-Chief, PE Edge (moderator)

1:30 pm to 2:00 pm – Beyond Equity: Timing the Shift to Private Credit

Kelly McKenna, Director, Cliffwater
Zach Swartz, Partner, Vinson & Elkins
Alex Knowland, Principal, Comvest Credit Partners
Christine Gagnon, Partner, EisnerAmper (moderator)

2:00 pm to 2:30 pm – The Future of Electrification

Hooman Shahidi, CEO, EVPassport
Paul Zederbaum, Private Equity Risk Advisors Practice Leader, McGriff
Brice Soucy, Principal, Argo Infrastructure Partners (Owner of Ice Energy)
Ira Gorsky, Managing Director, Edelman Smithfield (moderator)

Break

2:40 pm to 3:10 pm – Liquidity in Private Equity

Taylor Ingraham, Partner, ASC Advisors (moderator)
Bradley Heppner, CEO, Beneficient
Jonathan Costello, Managing Partner, Devon Park Advisors
Seth Derdzinski, Managing Director, Bank of America Private Bank

3:10 pm to 3:35 pm – Impact Investing: From PE to Public Markets

Emma Sissman, Vice President, Goldman Sachs Sustainable Investing Group (moderator)
Jon Solorzano, Counsel – ESG, Vinson & Elkins
Arrun Kapoor, Managing Director, SJF Ventures

3:35 pm to 4:00 pm – Private Equity in Media and Entertainment

Josh Harlan, Founder & Managing Partner, Harlan Capital
Jason Cohen, CEO, MyBundle
Mary Matyas, COO, Ironbound Group
John Jannarone, Editor-in-Chief, PE Edge (moderator)

4:00 pm to 4:25 pm – PE Investing in Latin America

Cato Felán, Managing Partner, La Hoja Capital Partners
Jonathan Lo, VP of Finance, EisnerAmper
Jarrett Banks, Editor-at-Large, PE Edge (moderator)

4:25 pm to 4:55 pm – Planning The Leap from PE to Public Markets

Mark Meltz, Former COO and General Counsel, Kinnate Biopharma
Jim Palmiter, CEO, DragonGC
Tad Nacheff, Head of Financial Sponsor Coverage – Capital Markets, NYSE
Chuck Garske, Senior Managing Director, Okapi Partners
John Marchisi, National Director, Gallagher
Shari Mager, Partner, KPMG (moderator)

5:00 pm – Trolleys depart for reception at The Cove Club

Agenda – Thursday, Nov. 14

12:00 pm – Registration and lunch – The Palm Beach Lake Pavilion

1:00 pm to 1:30 pm – Capital Markets Assessment

Ramey Layne, Partner, Vinson & Elkins
Craig DeDomenico, Managing Director, Stifel
Syed “Raj” Imteaz, Head of Convertible and ED Advisory, ICR Capital
Nicholas Petruska, Partner, Vine Hill Capital Partners
John Jannarone, Editor-in-Chief, IPO Edge (moderator)

1:30 pm to 1:45 pm – Fireside Chat: Impact of 2024 Election on the Capital Markets

Michael W. Robinson, CEO, The Montgomery Strategies Group, Former Chief Spokesman, SEC
Ramey Layne, Partner, Vinson & Elkins

1:45 pm to 2:10 pm – The Cowboys of eSports: GameSquare

Lou Schwartz, President, GameSquare
Justin Kenna, CEO, GameSquare
Rob Sender, Senior Director of Brand & Marketing, Dallas Cowboys
Jarrett Banks, Editor-at-Large, IPO Edge (moderator)

2:10 pm to 2:40 pm – IPO Readiness and Execution

Hunter Stenback, Executive Vice President, Edelman Smithfield
Shari Mager, Partner, KPMG
Leonardo Anselmi, Partner, CFGI
Brad Ross, Partner, Goodmans
John Jannarone, Editor-in-Chief, IPO Edge (moderator)

2:40 pm to 3:10 pm – After the IPO: Prep for Year 1 as a Public Company

John Marchisi, National Director, Gallagher
Michael Weiksner, CTO and Co-Founder, DragonGC
Patrick Murphy, Head of NYSE Market Making, GTS
Phil Denning, Partner, ICR (moderator)

3:10 pm to 3:40 pm – 2025 Proxy Season Outlook

Michael Partridge, Partner, Goodmans
Brendan Foo, Co-CEO and Co-Founder, Forward Risk
Jeanne Carr, Managing Director, Mackenzie Partners
John Grau, President, InvestorCom
Ron Orol, Senior Editor, The Deal (moderator)

3:40 pm to 3:45 pm – A message from Katie Keohane, Executive Director, Crohn’s & Colitis Foundation

3:50 pm to 4:20 pm – Contested M&A

Bruce Goldfarb, President and CEO, Okapi Partners
Christopher Young, Global Head of Contested Situations, Jefferies
Lawrence Elbaum, Partner, Vinson & Elkins
Keith Rosenbloom, Founder, Cruiser Capital
Adam Kommel, Shareholder Activism Development Lead, Bloomberg (moderator)

4:20 pm to 4:45 pm – Cross-Border Activism

Jonathan Feldman, Partner, Goodmans
Andrew Freedman, Co-Managing Partner, Olshan Frome Wolosky
Christine Carson, President and CEO, Carson Proxy
John Ferguson, Senior Partner, Saratoga Proxy Consulting
Rebecca Kral, Partner, COO, Longacre Square Partners (moderator)

4:45 pm to 5:15 pm – Tech Meets Hospitality and Safety

Christine Schindler, Co-Founder and CEO, PathSpot
Tim Hentschel, CEO, HotelPlanner and Meetings.com
Rodnie Williams, Senior Managing Partner, Convergint
Mark Harms, Chairman and CEO, Global Leisure Partners
Casie Connolly, Head of Digital Communications, Edelman Smithfield (moderator)

5:00 pm – Trolleys depart for reception at Cucina Palm Beach

Speakers and Sponsors:

Jack Carlson, Founder and Creative Director, Rowing Blazers

Jason Cohen, CEO, MyBundle

Mary Ellen Coyne, CEO, J.McLaughlin

Bradley Heppner, CEO, Beneficient

Christine Schindler, Co-Founder and CEO, PathSpot

Hooman Shahidi, CEO, EVPassport

Justin Kenna, CEO, GameSquare

Tim Hentschel, CEO, HotelPlanner and Meetings.com

Keith Rosenbloom, Founder, Cruiser Capital

Josh Harlan, Founder & Managing Partner, Harlan Capital

Leonardo Anselmi, Partner, CFGI, a Portfolio Company of Carlyle & CVC

Jeanne Carr, Managing Director, Mackenzie Partners

Christine Carson, President and CEO, Carson Proxy

Casie Connolly, Head of Digital Communications, Edelman Smithfield

Jonathan Costello, Managing Partner, Devon Park Advisors

Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel

Phil Denning, Partner, ICR

Seth Derdzinski, Managing Director, Bank of America Private Bank

Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins

Cato Felán, Managing Partner, La Hoja Capital Partners

Jonathan Feldman, Partner, Mergers & Acquisitions, Goodmans

John Ferguson, Senior Partner, Saratoga Proxy Consulting

Brendan Foo, Co-CEO and Co-Founder, Forward Risk

Andrew Freedman, Co-Managing Partner, Olshan Frome Wolosky

Chuck Garske, Senior Managing Director, Okapi Partners

Keely Gispan, Managing Director, ASC Advisors

Bruce Goldfarb, President and CEO, Okapi Partners

Ira Gorsky, Managing Director, Edelman Smithfield

John Grau, President, InvestorCom

Mark Harms, Chairman and CEO, Global Leisure Partners

Syed “Raj” Imteaz, Head of Convertible and ED Advisory, ICR Capital

Taylor Ingraham, Partner, ASC Advisors

Rafique Jiwani, Vice President, Goldman Sachs Private Equity

Arrun Kapoor, Managing Director, SJF Ventures

Christine Gagnon, Partner, EisnerAmper

Katie Keohane, Executive Director, Crohn’s & Colitis Foundation

Alex Knowland, Principal, Comvest Credit Partners

Adam Kommel, Shareholder Activism Development Lead, Bloomberg

Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins

Jonathan Lo, VP of Finance, EisnerAmper

Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG

John Marc hisi, National Director, SPAC Segment, Gallagher

Rebecca Kral, Partner, COO, Longacre Square Partners

Mary Matyas, COO, Ironbound Group

Hunter Stenback, Executive Vice President, Edelman Smithfield

Kelly McKenna, Director, Cliffwater

Mark Meltz, Former COO and General Counsel, Kinnate Biopharma

Patrick Murphy, Head of NYSE Market Making, GTS

Tad Nacheff, Head of Financial Sponsor Coverage – Capital Markets, NYSE

Ron Orol, Senior Editor, The Deal

Jim Palmiter, CEO, DragonGC

Michael Partridge, Partner, Goodman

Seth Potter, Founder, Business Development, OpenWater

Nicholas Petruska, Partner, Vine Hill Capital Partners

Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group, former Chief Spokesman & Policy Director, The Securities and Exchange Commission (SEC)

Brad Ross, Partner, Goodmans

Lou Schwartz, President, GameSquare

Joseph Semsar, Regional Head, East Coast Capital Markets, NYSE

Rob Sender, Senior Director of Brand & Marketing, Dallas Cowboys

John Prince, Co-CEO, HotelPlanner

Emma Sissman, Impact Investing, Goldman Sachs

Jon Solorzano, Counsel – Environmental, Social & Governance, Vinson & Elkins

Brice Soucy, Principal, Argo Infrastructure Partners (Owner of Ice Energy)

Zach Swartz, Partner in the Corporate Real Estate Practice, Vinson & Elkins

Michael Weiksner, Chief Technology Officer and Co-Founder, DragonGC

Jeff Welday, Head of Originations & Distribution, Beneficient

Steve Wolosky, Chair Emeritus, Olshan Frome Wolosky