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AGENDA

NOVEMBER 13 – THE METROPOLITAN CLUB, 1 E 60th St, New York,

I. THE SYMPOSIUM

7:30 – 8:30 amBreakfast
8:30 – 8:40 amOut In Front
David Fergusson | President and Co-CEO, The M&A Advisor
8:40 – 9:10 amKeynote Conversation – The TransHuman Code: Aligning The Future of Humanity and Technology
Carlos Moreira | Founder and CEO, WISeKey
Rodrigo Arboleda | Managing Partner, Fast Track Institute
Dr. Wei Wang | Chairman, Asia Mergers & Acquisition Association
With
Danil Kerimi | Head of Digital Economy and Global Technology Policy, World Economic Forum
9:10 – 9:50 am
Moderator
Panelists
Stalwarts Roundtable – Dealing with Technology: Impact of Innovation on Industry
Charles Botchway | CEO, Madison Street Capital
Jonathan Rouner |Vice-Chairman Investment Banking, Americas & Head of International M&A, Nomura
John Metz | Managing Director and Head of Infrastructure Banking – Technology, Jefferies
Olivier May | US Strategy & Operations M&A Leader, Deloitte Consulting LLP
Richa Naujoks | Partner, Nixon Peabody
9:50 – 10:15 am
Featuring
Keynote Conversation – Digital People: The Future of Work
“Rachel”
With
Shantenu R. Agarwal | Principal Offering Manager – Artificial Intelligence, IBM Watson
10:15 – 10:35 am
Featuring
Keynote Address – Artificial Intelligence: The Creation of The New World Superpower
Dr. Kai-Fu Lee | Chairman and CEO, Sinovation Ventures; President, Sinovation Venture’s Artificial
Intelligence Institute
10:35 – 11:15 am
Moderator
Panelists
Stalwarts Roundtable – Organization & Talent Planning: Aligning Financial Objectives of a Deal with Long Term People Strategy
Elizabeth Fealy | Principal, Human Capital and Americas New Services Leader, EY
Christopher Laux | Principal, People Advisory Services, EY

MONDAY, NOVEMBER 13 – The Metropolitan Club (continued)

11:15 – 11:40 am
Featuring
Keynote Conversation – Authentic and Organic: The Happy Family StoryShazi Visram | CEO, Happy Family Brands
With
Jack Butler | CEO, Birch Lake Holdings
11:40 – 12:30 pm
Moderator
Featuring
Stalwarts Roundtable – Sector Trends and Outlook for 2018: Where We Go From Here
Corey L. Massella | New York Office Leader, Katz, Sapper & Miller
John S. Castle | Managing Partner, Branford Castle
Jason S. Barg | Principal, Lovell Minnick Partners
Jolyne Caruso | Founder and CEO, The Alberleen Group
Douglas Hendrickson | Partner, MidCap Advisors
12:30 – 1:30 pm
Featuring
Luncheon Keynote Address – Embracing and Leading Change
Campbell MacPherson | Author of “The Change Catalyst”
With
Richard Martin | Sr. Director, Merrill Corporation
1:30 – 2:00 pm
Featuring
Introducing
Keynote Address: Introduction to the Next Chapter of Global M&A
Dr. Wei Wang | Chairman, Asia Mergers & Acquisition Association
Wei Lidong | Chairman, China Mergers and Acquisitions Association
Distinguished Delegation of The China Mergers and Acquisitions Association
2:00 – 2:40 pm
Moderator
Featuring
Stalwarts Roundtable – China’s Role In The Future of Finance: One Belt. One Road. Global Leadership
Selig Sacks | MD and General Counsel, Ruton Capital
Shuo Zhang | CEO and Managing Partner, Renascia Partners
Weihang Wang | President, Beijing Teamsun Technology
Venkat Swaminathan | Managing Director, M&A and Strategy, Deloitte Consulting LLP
Dr. Lawrence Tian | Founding Partner, YuanMing Capital
Brian Sun | Executive Director, China Merchants Bank
2:40 – 3:10 pm
Featuring
Keynote Conversation – Blockchain Beyond Bitcoin
Jeffrey Hayzlett | Chairman, C-Suite
With
Pavel Cherkashin | CEO, Blockchain Programmatic Corporation
3:10 – 3:50 pm
Moderator
Featuring
Stalwarts Roundtable – Creating Corporate Business Value: Growth In The 4th Industrial Revolution
Sonali Basak | Reporter, Bloomberg News
Brenen Hofstadter| President and Managing Principal, Generational Capital Markets
Ceasar N. Anquillare | Chairman and CEO, Winchester Capital
Harvey Fine | Managing Partner, Maris Global
3:50 – 4:30 pm
Featuring
Keynote Conversation – Governing M&A: Inspiring Dealmaking Under The New Regime
James Lockhart | Vice Chairman, WL Ross
Gordon Goldstein | Managing Director – Head of External Affairs, Silver Lake
With
Mark Sirower | U.S Leader, M&A Strategy, Deloitte Consulting LLP; Author, The Synergy Trap

 

II. 16TH ANNUAL M&A ADVISOR AWARDS GALA

6:30 – 7:30 pmLeaderboard Reception (By Invitation Only)
6:30 – 7:30 pmChairman’s Reception
7:30 – 10:00 pm
Hosted By
Featuring
Awards Gala Dinner
Claudia Shea | Anchor, MandA.TV
Tom Farrell Memorial Award Presentation – Robert “Bobby” Blumenfeld | Executive Director, ACG New York
Leadership Award Presentation – Ceasar N. Anquillare | Chairman and CEO, Winchester Capital
US/China Business Relations Leadership Award Presentation – Meifang Zhang, Deputy Consul General, The People’s Republic of China in New York
Industry Innovation Award Presentation – The Museum of Mergers & Acquisition
Global M&A Achievement Award – The China Mergers and Acquisitions Association
2017 China Mergers & Acquisitions Association Award Winners
10:00 – 11:00 pmAfter Party

 

TUESDAY, NOVEMBER 14 – STEELCASE PENTHOUSE, 4 Columbus Circle, New York

9:00 – 11:00 amM&A Advisor Connects™ One-On-One Meetings – In Partnership with Kontakt Source (By Invitation Only)
The M&A Advisor and Kontakt Source will host a private introduction service for select Summit delegates to meet with M&A professionals. Investment advisors, private equity firms, corporate acquirers, and consultants will participate in one-on-one appointments to maximize their exposure to deals, capital, and services with other professionals from the United States, China and international markets.
1:30 – 3:30 pmThe TransHuman City IdeaLab (By invitation Only)The Future of Investing In, Developing and Living In Smart Cities
A new feature of the M&A Advisor Summit, this interactive IdeaLab was created to discuss the future of investing in, developing and living in smart cities. The next generation of smart or intelligent urban center, is the TransHuman City. Based on sustainable energy and development, open data, Artificial Intelligence, and integrated information, communications and technology (ICT), the TransHuman City will serve citizens first as the platform for the next generation of jobs. Invited participants will join other leaders from finance, government and industry in this dynamic workshop as we discuss how these three constituencies can collaborate on and prosper in our future across the world.
4:00 – 5:00 pmMeeting of the US Chapter of The Asia M&A Association (By invitation Only)Launching the US/China M&A Dealmaker Certification Program
The M&A Advisor, in collaboration with leadership of The China M&A Association and The Asia M&A Association, will host the inaugural meeting of the United States Chapter of The Asia M&A Association. At this assembly, the M&A Dealmaker Certification program, successful in Asia for the last 10 years, will be introduced to the US market with the objective of training US resident M&A professionals about cross-border M&A transaction service with a specialty focus on China/US M&A.
7:00 – 10:00 pm
Featuring
The Ultimate Closing Dinner (By invitation Only)Honorable Robert “Bud” McFarlane, Former National Security Advisor, Government of United States
The Summit will conclude with The Ultimate Closing Dinner at the Steelcase Penthouse overlooking Columbus Circle and Central Park. Global security expert, Robert “Bud” McFarlane, the former National Security Advisor and architect of the renowned US military’s strategic missile defense program – “Star Wars”, will address the dinner guests with excusive insight on the single greatest threat to our future – nuclear war. Hosted in partnership with Bacchus Capital Management, the world’s leading private equity firm serving the wine industry, this evening will feature an extraordinary selection of their portfolio company’s collections.