2023 EXCHANGE AGENDA
June 28, 2023 | Apella, 450 E. 29th Street, NYC
8:00 AM | Registration Opens | Lobby
Upon arrival, network with other Exchange attendees over light breakfast and coffee.
9:00 AM | 1:1 Sessions | Rm 207
Overt networking sessions where attendees can expect to exchange an offer for every ask. Attendees will have the opportunity to facilitate introductions, add value to transactions and exchange deal ideas with senior leaders across the dealmaking ecosystem.
12:00 PM | Welcoming Remarks | Rm 200
Opening remarks by Jennifer O’Brien, Partner, West Monroe
12:10 PM | Lunch | Rm 200
12:45 PM | Keynote Speaker | Rm 200
Sponsored by BDO USA, LLP
Debra Perelman, CEO, Revlon Inc
Natalie Kotlyar (Moderator), National Managing Partner, Industry Groups, BDO USA, LLP
1:30 PM | Networking Break | Foyer
2:00 PM | Breakout Panel Discussions | Rm 200N & 200S
B2B — Fighting Headwinds: Landing Deals Despite Tough Labor Markets, Supply Chain Disruptions & Inflationary Pressures
Jocelyn Lewis (Moderator), Vice President, Private Debt Strategy, Financial Services, S&P Global Market Intelligence
Dana Weinstein, Head of Consumer, Retail and Business Services Investment Banking, JPMorgan
Jennifer Schoen, Vice President, Healthcare Investments, LLR Partners
Jill Raker, Managing Partner, Greenbriar Equity
B2C — Mindset Shift: Unpacking Business Risks & Rewards Tied to Consumer Behavior Today
Sponsored by DLA Piper
Jamila Willis (Moderator), Partner, Co-Chair, Consumer Goods and Retail Subsector Chair, New York Office Restructuring Group, DLA Piper
Chris Chen, Principal, TowerBrook
Kelly Knorr, Director, Consumer & Retail Investment Banking, Stifel
Kristin Steen, Managing Director, Gemspring Capital
Lindsay Ting, Managing Director, Trilantic North America
3:00 PM | Networking Break | Foyer
3:30 PM | Panel Discussion: What’s Driving Value? | Rm 200
Exploring the evolution from growth to efficiency in today’s business landscape.
Sponsored by Alvarez & Marsal
Jana Gold (Moderator), Managing Director, Alvarez & Marsal
Julia Wang, Vice President, Broad Sky Partners
Natalie Ings, Managing Director, Head of Portfolio Solutions, Lightyear Capital
Tracey Abbott, Director, Senior Operating Partner, Mubadala
4:15 PM | Panel Discussion: Fundraising for Female Founders | Rm 200
Have we moved the needle? A frank conversation from women raising funds.
Sponsored by Fund Finance Partners
Anastasia Kaup (Moderator), Partner & Managing Director, Fund Finance Partners
Alexandra Jung, Managing Partner, Amateras AEA
Bailey DeVries, Head of SBA Private Investment and Bank Lending Programs, U.S. Small Business Administration
Jo Natauri, Partner, Global Head of Healthcare Private Investing, Goldman Sachs
Sunaina Sinha Haldea, Global Head, Private Capital Advisory, Raymond James
5:00 PM | Closing Remarks | Rm 200
Closing remarks by Deven Lindemann, Chief Customer Success Officer, Datasite
5:10 PM | Rooftop Cocktail Reception | Riverpark
Cap off the day with a rooftop cocktail — toasting to new friends, meaningful connections and future dealmaking.
*The Exponent Exchange is being held under “Chatham House Rules.” Per Chatham House Rules, participants are free to use the information provided and remarks made at the Exchange, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed, directly or indirectly. With respect to Twitter and other social media, the person tweeting or messaging should report only what information was provided at the Exchange and should not identify - directly or indirectly - the speaker or another participant. This consideration should always guide the way in which Exchange event information is disseminated - online as well as offline. Of course, participants are free to quote themselves in any social media posting and provide general information that is already public, such as the name of the speakers at the event.
REFUND POLICY: Click to view
