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Registration for this event is now closed. Please contact events@equilar.com if you have any questions.

March 11, 2025
Nasdaq Entrepreneurial Center, San Francisco

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Agenda

11:30 AM – 12:00 PM

Registration Opens

12:00 PM – 12:10 PM

Welcome Remarks

12:10 PM – 1:05 PM

Strategic GTM Approaches in Private Equity: Driving Portfolio Value and Growth

Explore GTM strategies uniquely tailored for private equity. Learn how leading firms are leveraging data-driven insights, relationship mapping, and executive intelligence to accelerate growth across portfolio companies. Panelists will discuss actionable tactics that support sustainable value creation, enhance customer reach, and optimize GTM frameworks to deliver returns in competitive markets.

1:10 PM – 2:05 PM

Cultivating World Class Networks and Executive Teams

Explore cutting-edge strategies to attract, develop, and retain exceptional talent across portfolio companies. This session delves into leadership development, cultural alignment, and talent management best practices, highlighting their critical role in achieving operational excellence and maximizing portfolio value.

2:05 PM – 2:45 PM

Networking Break

2:45 PM – 3:40 PM

Leveraging Technology as a Strategic Asset

Discover the game-changing potential of data analytics, AI, and cloud technologies in private equity. This session explores how top firms are investing in infrastructure and harnessing data-driven insights to elevate investment strategies, optimize portfolio performance, and accelerate value creation throughout the investment lifecycle.

3:45 PM – 4:40 PM

Private Equity Boards: Pathways and Possibilities

Explore the journey to serving on PE-backed boards and the strategies for maximizing impact within portfolio companies. This panel discusses the recruitment process for PE board roles, along with tactics for driving value creation through operational enhancements and aligning incentives to boost shareholder value.

4:40 PM – 4:45 PM

Closing Remarks

4:45 PM – 6:30 PM

Networking Reception

Featured Speakers

Brian Bailard
Managing Director & Co-Leader of Global Pricing Practice

Coco Brown
Founder & CEO

David Chun
Founder & CEO

Courtney della Cava
Senior Managing Director, Global Portfolio Talent and Organization

David Eichler
Partner, Head of Portfolio Optimization

Adam Fuller
Partner & Co-Founder

AJ Gandhi
Private Equity Operating Partner

Katie Givens
Operating Director

Todd Glasson
CEO & Founder

Christine Heckart
Founder & CEO

Brian Kasser
Talent Partner, Technology

Mara Larson-Richard
Head of Venture Capital, Global PE & VC Practice

Asher Mathew
Co-Founder & CEO

Declan Morris
Private Equity Transformation Advisor

Andy Mowat
Founder

Chitra Nayak
Board Member

Lorrie Norrington
Operating Partner

Jamal Reimer
Founder

Aalap Shah
Managing Director

Megan Shattuck
Vice Chair & Global Managing Partner, Corporate

Jeff Thomas
Chief Revenue Officer & Global Head of Listings

Nada Usina
CEO & Co-Founder

Margot Wirth
Director of Private Equity

Event Overview

Join us on March 11, 2025 at the Nasdaq Entrepreneurial Center for the Equilar & Nasdaq Value Creation Summit, where the focus will be on leveraging human capital management and technology to drive value in private equity and venture capital. This event will delve into the latest trends in capital markets, effective strategies for building and nurturing executive teams and boards, and the transformative impact of technologies like AI and data analytics. Attendees will gain practical insights into aligning talent and technology with strategic objectives, optimizing investment decisions, and enhancing overall portfolio value. Don't miss this opportunity to connect with experts in the field and stay ahead.

Why Attend?

The Equilar & Nasdaq Value Creation Summit is a must-attend event for private equity and venture capital professionals, as well as those serving or aspiring to serve as executives and board members at PE-backed companies. The Summit offers unparalleled insights into how human capital management and technology drive value creation. Attendees will have the opportunity to network with industry leaders, gain cutting-edge knowledge, and explore strategies to enhance operational excellence and maximize portfolio performance.

Cost of Attendance

Equilar Corporate Client Rate $495
Standard Registration Rate $995

Event Venue

Nasdaq Entrepreneurial Center

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