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The M&A Advisor Event
AGENDA
NOVEMBER 13 – THE METROPOLITAN CLUB, 1 E 60th St, New York,
I. THE SYMPOSIUM
7:30 – 8:30 am | Breakfast |
8:30 – 8:40 am | Out In Front David Fergusson | President and Co-CEO, The M&A Advisor |
8:40 – 9:10 am | Keynote 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 pm | Leaderboard Reception (By Invitation Only) |
6:30 – 7:30 pm | Chairman’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 pm | After Party |
TUESDAY, NOVEMBER 14 – STEELCASE PENTHOUSE, 4 Columbus Circle, New York
9:00 – 11:00 am | M&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 pm | The 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 pm | Meeting 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. |