2024 EXCHANGE AGENDA
January 25, 2024 | Apella, 450 E. 29th Street, NYC
8:30 AM | Registration Opens | Lobby
Upon arrival, network with other Exchange attendees over light breakfast and coffee.
9:30 AM | 1:1 Connect Sessions | Rm 207
12:00 PM | Welcoming Remarks | Rm 200
12:10 PM | Lunch | Rm 200
12:30 PM | Keynote Speaker | Rm 200
Michal Katz, Managing Director, Head of Investment & Corporate Banking, Mizuho Americas
1:05 PM | 2024 Outlook | Rm 200
Ana Arsov, Managing Director-Global Financial Institutions, Moody’s Investor Service
Bailey DeVries, Head of SBA Private Investment and Bank Lending Programs, U.S. Small Business Administration
Kelly Mahn, VP, Revenue Operations, Datasite
1:35 PM | Networking break | Foyer | Sponsored by Katten
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.
2:10 PM | Breakout Panels | Rm 200(N) & 200(S)
Track A: Human Capital Strategies Across the Investment Lifecycle
Sponsored by Summit Leadership Partners
Corinne Mason (Moderator), Partner, Summit Leadership Partners
Kristen Chang, Managing Director, Human Capital, LLR Partners
Jignasha Amin Grooms, Former EVP/CHRO, Epicor Software & CS Disco
Courtney Hagen, Chief Talent Officer, Littlejohn & Co
Track B: Fundraising and Deal-sourcing Trends
Sponsored by Kroll
Ekaterina Timaeva (Moderator), Managing Director, Kroll
Mimi Ghosh, SVP & Northeast Market Lead, Middle Market Financial Sponsors Group
Ruth Lane, Managing Director & Head of Investor Relations, Sterling Investment Partners
Polly Mack, Director of Business Development, Gryphon
Monta Ozolina, Principal, Apollo
3:00 PM | Breakout Panels | Rm 200(N) & 200(S)
Track A: B2B - Efficiency over growth: with companies rationalizing costs and focusing on operational improvements, when can we expect to see growth trends resurface?
Marilyn Adler (Moderator), Managing Partner, Mizzen Capital
Anneka Kamel, Partner, AEA
Lindsay Rosenstein, Principal & Head of ESG, Crestview
Disha Mehta, Managing Director, Houlihan Lokey Kate Ju, Vice President, Goldman Sachs
Track B: B2C - Where is the consumer investment opportunity given spending patterns and constantly evolving consumer behavior?
Sponsored by DLA Piper
Jamila Justine Willis (Moderator), Partner, DLA Piper
Cori Aleardi, Founding Partner, Elevate Beauty
Allie Klazkin, Partner, Cortec
Lisa Tolliver, Managing Director & Head of E-Commerce, Consumer Investment Banking, Capstone Partners
Stacey Widlitz, President, Chief International Store Hunter, SW Retail Advisors
3:45 PM | Networking Break | Rm 200
4:20 PM | Spotlight Fireside: The Founders Path to PE | Rm 200
Sponsored by Crowe LLP
“Good Food, Made Easy” says Daily Harvest – one of the fastest growing direct-to-consumer food concepts to win the hearts of busy health conscious consumers in the past few years. Rachel Drori, Founder and CEO, also won the heart of investors and will share her story alongside Amy Wildstein, Founder and Managing Partner of Suttona Capital (investor in Daily Harvest). Our discussion facilitated by Patrice Muller, Audit Partner from Crowe, will explore Daily Harvest’s growth story as well as valuable lessons learned along the way.
Patrice Muller (Moderator), Audit Partner, Crowe LLP
Rachel Drori, Founder, Daily Harvest
Amy Wildstein, Founder & Managing Partner, Suttona Capital (Investor in Daily Harvest)
5:05 PM | Closing Remarks |
5:15 PM | Reception |
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
Thank you to our 2024 Exchange sponsors!
