Virtual Conference Agenda for Executives

Included Workshops for Executives

(Workshops joining links will be emailed)

Six Pre-Conference Workshops (11:00 AM – 12:30 PM CDT)

Conference #1 : June 11th

Conference #2 : June 13th

Conference #3 : June 18th

Conference #4 : June 20th

Conference #5 : June 23rd

Conference #6 : June 25th (Conference Day) 

Three Post-Conference Workshops (11:00 AM – 12:30 PM CDT)Conference #1 : June 26th

Conference #2 : July 2nd

Conference #3 : July 9th

 

7:00 AM – 8:00 AM

CDT

Virtual Conference personal set up (BMC execs only)

Please use this time to make sure you are prepared for the start of your conference at 8 AM CDT

8:00 AM 9:00 AM

CDT

Pre-Conference Workshop #6 with Gerald O’Dwyer, Managing Director –  BlackmoreConnects (Includes Full and LITE executives)

9:00 AM – 9:30 AM

CDT

Introductory remarks by Gerald

Introduction by Executive  to Private Equity Firms (30 secs for each Executive)

9:30 AM  10:15 AM

CDT

 

 

 

 

 

Panel 1 –  Working with the “Right” Private Equity Firm Partner

    • Questions to ask on the front end
    • Actions/Signals to observe
    • Capital availability – Firms with Funds vs. Independent Sponsors vs. Family Offices
    • Operational control vs. Private Equity Interference
    • Growth/ ROI-oriented capital, add-on acquisitions
    • History of acquisition and exits
    • Management team and hiring
 

 Moderator: 

  • Yelena Edelstein, Deal Partner – BlackmoreConnects
 

Panelists:

  • Jack Tatlow, Two Roads Capital, Vice President
  • Lachlan McLean, Grand Valley Holdings, Managing Partner
  • Sebastian Zuluaga, MBF Healthcare Partners, Business Development
  • Stuart Moss, CIC Partners, Vice President
 

10 minutes break

10:25 AM  11:10 AM

CDT

 

 

 

 

 

  • Panel 2 – Valuations through Volatility: Hear from the PE firms directly on
    • The flow of inbound deal proposals in 2025 vs. one year ago, and your outlook on near-term engagement heading into Q3 2025?
    • With the economic priorities and impact of the new administration’s policies, what, if any, changes do you expect in your firm’s deal outlook in the second half of 2025? Venture a guess into 2026?
    • Any sectors in or out of favor for your firm? Any impact on valuations?
    • Any changes to how your firm is evaluating proposals now, and how to adjust for tariffs, inflation, rates.
    • Any changes to deal structure from a year ago — earn-outs, seller financing, rollover percentages, retention timelines, equity and debt levels, etc.

  

Moderator: 
 
  • James Fanning, Translating Experience to Trusted Engagement –  Pamaseco LLC
 

Panelists

  • Jeff Gonyo, Managing Director, Geneva Glen
  • Resit Malik, Principal, Edessa Growth Partners
  • Brant Wilczek, Lake Street Capital Partners, Partner
  • William Kidd, Partner- Kidd & Company 

10 minutes break

11:20 AM – 12:05 PM

CDT

 

 

 

 

 

 

Panel 3  Understanding How/What It’s Like to Work with a Private Equity Investor 

    • Value Creation
    • Different styles between firms
    • Communication
    • Board Meetings
    • Operational vs. strategic influence
    • Introductions
    • 100-day plan
    • Budgets
 

Moderator: 

  • Tim Van Mieghem, Partner – The ProAction Group
 

Panelists: 

  • Yelena Edelstein, Deal Partner- BlackmoreConnects
  • James Fanning, Independent Consultant
  • Rick Grady, Deal Partner- BlackmoreConnects
  • Jeremy Jacobwitz, GF Investments, Vice President
  • Jermaine Warren, ICV Partners, Managing Director
 

10 minutes break

12:15 PM – 4:00 PM

CDT

Speed Networking Sessions Between Private Equity and Executive Attendees via Microsoft Team