The third annual Palm Beach CorpGov Forum will held on Wednesday, Nov. 8, for a full day event at the Palm Beach Lake Pavilion, located waterfront with sweeping views of Palm Beach Island. The Forum will feature panels, firesides and a performance by a Palm Beach Symphony ensemble, followed by a reception at Cucina Palm Beach. The audience will be comprised of 200 attendees including public and private corporations, private equity and VC funds, institutions, family offices, attorneys, investment bankers, other key advisors and select media.
We are also pleased to announce the launch of PE Edge, with three panels of private equity practitioners and advisors during the event, including Goldman Sachs as our cornerstone partner.
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For sponsorship or media enquiries, email Editor@CorpGov.com
Agenda – Wednesday, Nov. 8
8:00 am – Registration and Light Breakfast Served at The Palm Beach Lake Pavilion
8:55 am – Welcome Remarks from CorpGov Forum Hosts
- Jarrett Banks, Editor-at-Large
- John Jannarone, Editor-in-Chief
9:00 am – PE Edge Kickoff: Fundraising and Value Creation
- Rafique Jiwani, Vice President, Private Equity, Goldman Sachs
- Jimmy Frischling, Co-Founder & Managing Partner, Branded Hospitality Ventures
- Tom Nolan, CEO, Kendra Scott
- John Jannarone, Editor-in-Chief (Moderator)
9:30 am – Universal Proxy Card and Proxy Season ’24 Preview
- Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins
- Andrew Freedman, Partner, Co-Head Activist & Equity Investment Group, Olshan Frome Wolosky LLP
- Joseph Germani, Partner, Longacre Square
- Peter Harkins, Jr., Managing Director, Harkins Kovler
- Adam Kommel, Senior Activism Analyst, Bloomberg LP (Moderator)
10:10 am – Fireside: PublicSq CEO Michael Seifert
- Michael Seifert, Founder and CEO of PublicSq. (NYSE: PSQH)
- John Jannarone, Editor-in-Chief (Moderator)
10:25 am – PE Edge Kickoff: Real Estate
- Zach Swartz, Partner in the Corporate Real Estate Practice, Vinson & Elkins
- Ron Burgett, Senior Vice President, Choice Hotels International, Inc. (NYSE: CHH)
- Katrina Allen, Executive Vice President, Edelman Smithfield (Moderator)
10:55 am – Fireside: Cruiser Capital Founder Keith Rosenbloom – Public Markets Opportunities
- Keith Rosenbloom, Managing Partner, Cruiser Capital
- John Jannarone, Editor-in-Chief (Moderator)
11:10 am – Healthcare Edge: Trends, Financing and Future Directions in 2024
- Robert Jacks, CEO, Sparrow Pharmaceuticals
- Robert Maxwell, Founder and CEO, ClinConnect
- Thomas Sandgaard, Chairman, CEO & Founder, Zynex Medical
- Terri Clevenger, Partner, Healthcare, ICR (Moderator)
11:40 am – Contested M&A
- Ira Gorsky, Executive Vice President, Edelman Smithfield
- Jonathan Feldman, Partner, Mergers & Acquisitions, Goodmans LLP
- Bruce Goldfarb, President and CEO, Okapi Partners
- Josh Kosman, Business Reporter, New York Post (Moderator)
12:10 pm – Lunch Served with Music by Palm Beach Symphony Ensemble
12:40 pm – The “Dumb” Money: Reaching Retail Investors in GameStop and Beyond
- Casie Connolly, Partner, Head of Digital Communications, Longacre Square
- Felix Tabary, Co-Founder and CEO, Troop
- Michael A. Verrechia, Senior Managing Director, Morrow Sodali
- Jarrett Banks, Editor-at-Large (Moderator)
1:10 pm – AI in Practice – From Fintech to Aviation
- Jay Jackson, CEO, Abacus Life, Inc. (Nasdaq: ABL)
- Richard Kane, Chairman and CEO, Verijet
- Mark Beccue, Research Director, AI. Futurum Group (Moderator)
1:40 pm – The Return of the SPAC
- John Marchisi, National Director, SPAC Segment, Gallagher
- Edward Kovary Jr., Managing Director, Head of SPAC Capital Markets, BTIG
- Omeed Malik, President, 1789 Capital
- Ashley DeSimone, Partner, Co-Head Media, Sports & Entertainment, ICR (Moderator)
2:10 pm – Cross-Border Activism
- Michael Partridge, Partner, Mergers & Acquisitions, Goodmans LLP
- Christopher Ludwig, Managing Director, Shareholder Advisory, Mergers & Acquisitions, Barclays
- John J. Ferguson, Senior Partner, Saratoga Proxy Consulting
- Adam Kommel, Senior Activism Analyst, Bloomberg LP (Moderator)
2:40 pm – PE Edge Kickoff: Private Equity Meets Public Markets
- Mark Harms, Chairman and CEO, Global Leisure Partners and Managing Partner, Bespoke Capital Partners
- Keith Rosenbloom, Managing Partner, Cruiser Capital
- Kyle D. Henderson, President, Sandgaard Capital
- Josh Kosman, New York Post Business Reporter (Moderator)
3:10 pm – The Road to IPO
- Don Duffy, President, ICR
- Tara Dziedzic, Head of Listings – US Sectors, NYSE
- Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
- Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
- Jarrett Banks, Editor-at-Large (Moderator)
3:50 pm – ESG: Past, Present and Future
- Laura Sennett, Vice President, Sustainable Investing, Goldman Sachs
- Omeed Malik, President, 1789 Capital
- John Grau, President, InvestorCom
- Greg Tindall, Assistant Professor of Finance at Palm Beach Atlantic University
- Michael W. Robinson, Chairman and CEO of The Montgomery Strategies Group, former Chief Spokesman & Policy Director at the SEC (Moderator)
4:30 pm – Transportation Provided by Molly’s Trolleys to Cucina Palm Beach (located on Palm Beach Island Across Lake Worth)
Speakers and Sponsors:
Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins
Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
Zach Swartz, Partner in the Corporate Real Estate Practice, Vinson & Elkins
Tara Dziedzic, Head of Listings – US Sectors, NYSE
Joseph C. Semsar, Regional Head, East Coast Capital Markets, NYSE
Jonathan Feldman, Partner, Mergers & Acquisitions, Goodmans LLP
Michael Partridge, Partner, Mergers & Acquisitions, Goodmans LLP
Rafique Jiwani, Vice President, Private Equity, Goldman Sachs
Laura Sennett, Vice President, Sustainable Investing Goldman Sachs
Andrew Freedman, Partner, Co-Head Activist & Equity Investment Group, Olshan Frome Wolosky LLP
Ira Gorsky, Executive Vice President, Edelman Smithfield
Katrina Allen, Executive Vice President, Edelman Smithfield
Mark Beccue, Research Director, AI, Futurum Group
Joseph J. Mills, Senior Partner, Saratoga Proxy Consulting
John J. Ferguson, Senior Partner, Saratoga Proxy Consulting
Christopher Ludwig, Managing Director, Shareholder Advisory, Mergers & Acquisitions, Barclays
John Marchisi, National Director, SPAC Segment, Gallagher
Bruce Goldfarb, President and CEO, Okapi Partners
Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
Richard Kane, Chairman and CEO, Verijet
Don Duffy, President, ICR
Anton Nicholas, Managing Partner, ICR
Ashley DeSimone, Partner, Co-Head Media, Sports & Entertainment, ICR
Terri Clevenger, Partner, Healthcare, ICR
Jay Jackson, CEO, Abacus Life, Inc. (Nasdaq: ABL)
Charles Gradante, Co-Founder, Hennessee Group LLC
Adam Kommel, Senior Activism Analyst, Bloomberg LP
Keith Rosenbloom, Managing Partner, Cruiser Capital
Michael W. Robinson, Chairman and CEO of The Montgomery Strategies Group, former Chief Spokesman & Policy Director at the Securities and Exchange Commission (SEC)
Jordan Kovler, Managing Director, Harkins Kovler
John Grau, President, InvestorCom
Dan Zacchei, Managing Partner, Longacre Square
Casie Connolly, Partner, Head of Digital Communications, Longacre Square
Jimmy Frischling, Co-Founder & Managing Partner, Branded Hospitality Ventures
Michael Seifert, Founder and CEO of PSQH
Peter Harkins, Jr., Managing Director, Harkins Kovler
Omeed Malik, President, 1789 Capital
Felix Tabary, Co-Founder and CEO of Troop
Robert Jacks, CEO, Sparrow Pharmaceuticals
Robert Maxwell, Founder and CEO, ClinConnect
Tom Nolan, CEO, Kendra Scott
Josh Kosman, New York Post Business Reporter
Thomas Sandgaard, Chairman, CEO & Founder, Zynex Medical
Kyle D. Henderson, President, Sandgaard Capital
Mark Harms, Chairman and CEO, Global Leisure Partners and Managing Partner, Bespoke Capital Partners
Michael A. Verrechia, Senior Managing Director, Morrow Sodali
Edward Kovary Jr., Managing Director, Head of SPAC Capital Markets, BTIG
Jarrett Banks, Editor-at-Large, CorpGov and IPO Edge (Moderator)
John Jannarone, Editor-in-Chief, CorpGov and IPO Edge (MC)
Contact:
John Jannarone
Editor-in-Chief
