The IPO Edge Bootcamp will be held on Monday, May 6, 2024, from 9:00 am until 1:00 pm on the 10th Floor of the Nasdaq MarketSite. The event will host an assembly of experienced CFOs, capital markets advisors and practitioners for an opening bell ringing and a series of panels, including multiple networking opportunities and lunch.
To request sponsorship details or an invitation to attend, email Editor@ipo-edge.com
Agenda – Monday, May 6, 2024
- 9:00 AM – Registration and Networking
- 9:30 AM – Welcome Remarks from Nasdaq and IPO Edge
- 9:45 AM – Panel | Capital Markets Update
- Karen Snow, Global Head of Listings, Nasdaq
- Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel
- Steve Parish, Partner and Co-Head, ICR Capital
- John Jannarone, Editor-in-Chief, IPO Edge (Moderator)
- 10:15 AM – Panel | Readiness and the Road to IPO
- Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
- John Marchisi, National Director, SPAC Segment, Gallagher
- Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
- Justin Nowicki, Director of Strategy, DFIN
- Amy Or, Equity Capital Markets Reporter, Bloomberg (Moderator)
- 10:45 AM – Panel | Three CFOs on IPOs
- Jeff Uttz, CFO, Kura Sushi USA, Inc. and former CFO, Shake Shack
- Mark Shifke, CFO, DCG
- Isabelle Winkles, CFO, Braze
- Don Duffy, President, ICR (Moderator)
- 11:15 AM – Panel | Investor Engagement in Private vs. Public Markets
- Philip Shefter, Senior PM, Head of ECM, Norges Bank Investment Management
- Matthew Walsh, ECM, Corbets Capital
- Prema Choudhury, US Originator, Norges Bank Investment Management
- Meaghan Montegari, Managing Director, ICR (Moderator)
- 11:45 AM – Panel | Cross Border Listings
- Enea Tarenzi, Partner, New York Capital Markets leader, CFGI, a Carlyle Portfolio Co.
- Brad Ross, Partner, Goodmans LLP
- Jay Heller, Head of Capital Markets & IPO Execution, Nasdaq
- Jarrett Banks, Editor-at-Large, IPO Edge (Moderator)
- 1:00 PM – Event Concludes
Speakers:
- Karen Snow, Global Head of Listings, Nasdaq
- Don Duffy, President, ICR
- Craig DeDomenico, Managing Director, Stifel
- Isabelle Winkles, CFO, Braze
- Steve Parish, Partner, ICR
- Phillip Shefter, Senior PM, Head of ECM at Norges Bank Investment Management
- Meaghan Montegari, Managing Director, ICR
- Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
- John Marchisi, National Director, SPAC Segment, Gallagher
- Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
- Enea Tarenzi, Partner, New York Capital Markets leader, CFGI, a Carlyle Portfolio Co.
- Brad Ross, Partner, Goodmans LLP
- Jeff Uttz, CFO, Kura Sushi USA, Inc. and former CFO, Shake Shack
- Mark Shifke, CFO, DCG
- Matthew Walsh, ECM at Corbets Capital
- Prema Choudhury, US Originator, Norges Bank Investment Management
- Jay Heller, Head of Capital Markets & IPO Execution, Nasdaq
- Justin Nowicki, Director of Strategy, DFIN
- Amy Or, Equity Capital Markets Reporter, Bloomberg
- John Jannarone, Editor-in-Chief, IPO Edge (MC)
- Jarrett Banks, Editor-at-Large, IPO Edge (MC)
Contact:
John Jannarone
Editor-in-Chief
