Two days.
Every room, every slot.

Family offices. SBICs. The capital providers IS most want to meet. This roundtable puts a spotlight on them and asks the questions IS cannot ask in a 1-2-1: what is actually in their inbox, what makes them say yes, and what IS consistently get wrong before the first call.

Speakers (3 confirmed)

Moderator

Eric Oxley

Executive Vice President

Koley Jessen

Panelist · Family office

Stacey Schacter

CEO

Vion Investments

Panelist · Non-control

Sam Cannon

Managing Partner

Pacenote Capital

A former United States Congressman with direct experience of tax policy and private capital legislation speaks frankly about the current state of the legislative agenda: what has real momentum, what is stalled, and what the private capital community is misreading from the outside.

Speakers (1 confirmed)

Panelist

Rick Lazio

Former United States Representative

(R) New York

Full spectrum: SBIC, Align-style collaborate model, family office co-invest, traditional PE fund. What does the sponsor give up in each?

Speakers (2 confirmed)

Moderator

Paul Marino

Partner

Sadis & Goldberg

Panelist · CP

Mike Palm

Partner

Charter Growth Capital

An interactive session for operators, advisors, and PE professionals who want to sharpen their value creation approach. Participants move from individual perspective to shared insight through structured peer-sourcing, diagnostic frameworks, and committed action.

Speakers (2 confirmed)

Moderator

Bill Doran

Partner

Benesch

View bio

Bill focuses his practice on mergers and acquisitions, general corporate and commercial transactions, private equity, and debt and equity finance. Bill has been involved with the founding and growth of new ventures, has taken companies public, and has acquired, sold, financed and combined many others along the way. Bill's transactions have also included cross border elements. His diverse industry experience includes advertising and digital media, wealth management and financial services, technology consulting, business services, cannabis industry, direct marketing, manufacturing, distribution, food, health care services, medical devices, retail and transportation.

Facilitator

Ted Mclennan

Growth and Operations

Sapien