AGENDA

MORNING HEALTH CLUB - Vineyard Walk

Join the Women of ACG POD and meet some new friends! Enjoy a 1.5-mile hike through the Vineyard ending at the “Crusher” Statue atop the hill (great for a photo op) and a sun salutation or two!  A great way to start your day. Please wear running/walking shoes and layered clothing to your comfort. We will meet at the Spa Cave entrance.  Everyone is welcome!!

BREAKFAST

Join us for breakfast in the Fountain Courtyard.

SPONSOR GALLERY

Meet our Sponsors outside the Meritage Ballroom in the Vineyard Pre-Function.

ACG DealSource® (closed to general attendees)

Investment Bankers and Private Equity participating in DealSource and Capital Connection: one-on-one meetings located in Section I-II of the Meritage Ballroom.

DealLounge

Open to all attendees to host one-on-one meetings on the Vineyard Terrace.

WELCOME

Meritage Ballroom

PANEL 1 - Farella Braun + Martel - Cross Border M&A in the California Market

Cross-border M&A transactions in California and across the United States continue to offer compelling opportunities for international companies and investors.  A successful cross-border deal requires boots on the ground – a team of lawyers, accountants and other professionals who are intimately familiar with local rules and regulations and can help their clients successfully navigate the complexities inherent in cross-border deals.  This moderated discussion will provide insights, current trends, risks and rewards affecting cross-border deals. This will include regulatory and antitrust concerns, the market for debt financing and a tumultuous geopolitical climate. We will discuss real-world examples to demonstrate how “local” counsel in California provided value in the latest deals.

Moderator: Drew Goodwin, Partner, Farella Braun + Martel
Panelists: William Devenish, Director, Fieldfisher

Gunther Hofmann, Managing Director, Corporate Finance Associates

Mayuko Tsujimoto, Partner, Nagashima Ohno & Tsunematsu

​

Meritage Ballroom

PANEL 2 - Mercer - Accelerating Value Creation through People: From Pre-transaction through Restructure

​

Moderators: Aaron Chaum, Senior Principal, Mercer

Sonalika Ahuja, UN, Sustainability, Climate Change Advocate, Mercer

Panelists: Tom Barber, Managing Director, SBJ Capital

Bruce Lundquist, Co-Founder, Rack and Riddle

Nicole Nugent, Managing Director, Armory Securities, LLC

Andrew Poley, Vice President, San Francisco Equity Partners

Meritage Ballroom

PANEL 3 - Baker Botts - Recent Developments in Tech M&A

 

Moderator: Jason Rabbitt-Tomita, Partner, Baker Botts

Panelists: Satya Bajpai, Managing Director, JMP Securities

Tony Quintong, Founder, CEO, CFO, Securieon Group

Meritage Ballroom

LUNCHEON

Enjoy a seated networking lunch followed by keynote fireside chat.

​

Meritage Ballroom

KEYNOTE - Navigating Change to Drive Growth in the Current Mid-Market Environment
 

Moderator: Shawn Flynn, Principal, Global Capital Markets Incorporated
Host, The Silicon Valley Podcast
Fireside with: Jennifer Zeszut, CEO, Co-Founder, Gooder Foods, the maker of Goodles and Jon Kinney, Managing Director, Chief Strategy Officer, The Riverside Company.

​

Meritage Ballroom

PANEL 4 - ECA - The Future of Work

ECA Partners hosts PE leaders to discuss talent market trends across value creation teams and portco C-suites. 

Moderators: Burt Francis, Managing Director, ECA Partners
Steven Haug, PhD, Director, ECA Partners 
Panelists: Steven Berman, Director, Executive Search, Accel-KKR
John Dahlgren, VP Talent, SBJ Capital 
Jon Van Tuin, Managing Director, P4G Capital 
Kate Migliaro, Head of Portfolio Talent, Value Creation, Searchlight Capital Partners
 

Meritage Ballroom

PANEL 5 - The Rise of Family Offices

Moderator: Vishal Verma, Edgewood Ventures, LLC
Panelists: Sabeer Bhatia, Founder, Hotmail

Morgan Yaping Wang, Partners of EP Funds

Meritage Ballroom

CLOSING RECEPTION

Wine Down on the Vineyard Deck. Cap off with a wine tasting featuring the best of Napa Valley.