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

September 30, 2024
Nasdaq MarketSite, NYC

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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

Charting the Course - Capital Markets Outlook

Join us for an in-depth discussion on the latest trends shaping the public and private capital markets. The panel will explore emerging opportunities, challenges, and strategies for navigating today’s dynamic market environment. Gain valuable perspectives on market volatility, investor sentiment, and key factors that will drive trends as we look ahead to 2025.

1:10 PM – 2:05 PM

Building World-Class Executive Teams and Networks

Dive into proven strategies for attracting, nurturing, and retaining top-tier talent within portfolio companies. Delve deep into the critical aspects of leadership development, cultural alignment, and talent management practices, illuminating their pivotal role in fostering operational excellence and driving portfolio value.

2:05 PM – 2:45 PM

Networking Break

2:45 PM – 3:40 PM

Transforming Technology into a Strategic Asset

Delve into the transformative power of data analytics, AI, and cloud technologies in private equity. Learn how leading firms are making infrastructure investments and leveraging data-driven insights to enhance investment decision-making, optimize portfolio performance, and drive value creation across the investment lifecycle.

3:45 PM – 4:40 PM

Private Equity Boards - Expectations and Opportunities

Uncover the path to private equity board services and driving value creation within portfolio companies. Panelists will discuss the recruiting process for PE-backed boards and strategies for implementing value-creation initiatives, leveraging operational improvements, and aligning incentives with shareholder value.

4:40 PM – 4:45 PM

Closing Remarks

4:45 PM – 6:30 PM

Networking Reception

Featured Speakers

David Chun
Founder & CEO

Chris Daniels
Head of Equity Capital Markets, Americas

Jeannie Diefenderfer
Independent Director

Jill Ford
Managing Director, Co-Head of Equity Capital Markets

Amar Ghai
Head of Digital Value Creation

Todd Glasson
CEO

John Haynor
Managing Director

Ben Holzemer
Partner, Global Head of Human Capital

Wendy Jones
Chief Information Officer

Aaron Kless
CEO and CIO

Doreen Lilienfeld
Co-Managing Partner of the US

Hilda Lui
Head of Portfolio Human Capital

Nathan Saegesser
Principal, Data & Analytics

Megan Shattuck
Vice Chair and Global Managing Partner, Corporate

Karen Snow
Global Head of Listings

Debra Somers
Senior Vice President, Portfolio Talent

Dave Tayeh
Global Head of Private Equity

Albert Vanderlaan
Global Head of Capital Markets

Jackson Vaught
Head of Reinvestment Strategy & Participant Engagement, Equity Plan Services

Bessie Watts
Vice President

Event Overview

Join us on September 30, 2024, at the Nasdaq MarketSite 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.