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

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Download the Detailed Agenda Here

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 5:00 pm – Private Equity Panels (specific panel times subject to change):

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​

  • Tom Nolan, CEO, Kendra Scott​

  • John Jannarone, Editor-in-Chief, PE Edge ​

Private Credit​

  • Kelly McKenna, Director, Cliffwater​

  • Ryan Keating, Partner, EisnerAmper​

  • Zach Swartz, Partner, Vinson & Elkins  ​

  • Alex Knowland, Principal, Comvest Credit Partners

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​

Planning The Leap from PE to Public Markets​

  • Mark Meltz, Former COO and General Counsel, Kinnate Biopharma​

  • Jim Palmiter, CEO, DragonGC​

  • Shari Mager, Partner, KPMG​

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

  • Chuck Garske, Senior Managing Director, Okapi Partners

  • John Marchisi, National Director, Gallagher

Liquidity in Private Equity​

  • Taylor Ingraham, Partner, ASC Advisors​

  • Bradley Heppner, CEO, Beneficient​

  • Jonathan Costello, Managing Partner, Devon Park Advisors​

  • Bank of America Private Bank Speaker TBD​

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

Impact PE Investing​

  • Emma Sissman, Vice President, Goldman Sachs Sustainable Investing Group​

  • Jon Solorzano, Counsel – ESG, Vinson & Elkins​

  • Arrun Kapoor, Managing Director, SJF Ventures​

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

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 5:00 pm – IPO/CorpGov Panels (specific panel times subject to change):​

Capital Markets Assessment​

  • Ramey Layne, Partner, Vinson & Elkins​

  • Craig DeDomenico, Managing Director, Stifel​

  • Steve Parish, Partner, ICR​

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

  • Nicholas Petruska, Partner, Vine Hill Capital Partners​

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

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​

IPO Readiness and Execution​

  • Ted McHugh, Managing Director, Edelman Smithfield​

  • Shari Mager, Partner, KPMG​

  • Leonardo Anselmi, Partner, CFGI​

  • Brad Ross, Partner, Goodmans​​

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​

  • Jessica McDougall, Partner, Longacre Square Partners

  • Phil Denning, Partner, ICR

2025 Proxy Season Outlook​

  • Michael Partridge, Partner, Goodmans ​

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

  • Kurt Wolf, CIO, Hestia Capital Management ​

  • Jeanne Carr, Managing Director, Mackenzie Partners​

  • John Grau, President, InvestorCom​

  • Ron Orol, Senior Editor, The Deal (Moderator)​

A message from Katie Keohane, Executive Director, Crohn’s & Colitis Foundation​

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 

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​

  • Greg Marose, Managing Partner, Longacre Square Partners​

Tech Meets Hospitality and Safety​

  • Christine Schindler, Co-Founder and CEO, PathSpot 

  • Tim Hentschel, CEO, HotelPlanner and Meetings.com​

  • Eric Yunag, EVP Product and Services, Convergint​

  • Mark Harms, Chairman and CEO, Global Leisure Partners

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​​

Tom Nolan, CEO, Kendra Scott​

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

Jonathan Costello, Managing Partner, Devon Park Advisors​

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

Phil Denning, Partner, ICR​

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

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

Ryan Keating, 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 – Mexico 

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

​John Marchisi, National Director, SPAC Segment, Gallagher

Greg Marose, Managing Partner, Longacre Square Partners

Mary Matyas, COO, Ironbound Group

Jessica McDougall, Partner, Corporate Governance & Shareholder Engagement, Longacre Square Partners

Ted McHugh, Managing Director, 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

Steve Parish, Partner, ICR

​​​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

Kurtis Wolf, CIO, Hestia Capital Management

Steve Wolosky, Chair Emeritus, Olshan Frome Wolosky 

Christopher Young, Global Head of Contested Situations, Jefferies 

Eric Yunag, EVP Product and Services, Convergint

Paul Zederbaum, Private Equity Risk Advisors Practice Leader, McGriff​​

Jarrett Banks, Editor-at-Large, CorpGov, IPO Edge and PE Edge (Moderator)​

John Jannarone, Editor-in-Chief, CorpGov, IPO Edge and PE Edge (Moderator)

Download the Detailed Agenda Here

Contact:

IPO-Edge.com

John Jannarone

Editor-in-Chief

Editor@ipo-edge.com

 

MORE DETAILS: Attendee Invitation – 2024 Palm Beach CorpGov Forum (12)

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