The fourth annual Palm Beach CorpGov Forum will be held on Wednesday, Nov. 13 and Thursday, Nov. 14, for a two-day event at the Palm Beach Lake Pavilion, located on the waterfront with sweeping views of Palm Beach Island. The Forum will feature panels, firesides and a performance by a Palm Beach Symphony ensemble. Networking receptions will follow at The Cove Club West Palm (sponsored by Beneficient) on Nov. 13 and Cucina Palm Beach on Nov. 14. Audience includes 200 attendees including institutional investors, family offices/HNWIs, attorneys, investment bankers and key advisors.

To request an invitation or sponsorship enquiries, email [email protected] 

Agenda – Wednesday, Nov. 13 

12:00 pm – Registration and lunch – Palm Beach Lake Pavilion

1:00 pm – Private Equity Panels:

• Impact PE Investing ?

• PE Sector Focus: Consumer ?

• PE Sector Focus: Real Estate?

• PE Sector Focus: Media/Entertainment ?

• Liquidity in Private Equity?

• 2024 Election: Regulatory Impact ?

• Private Equity/Credit: The Future of Fundraising ?

5:00 pm – Trolleys depart for reception at The Cove Club 

Agenda – Thursday, Nov. 14

12:00 pm – Registration and lunch – The Palm Beach Lake Pavilion

1:00 pm – IPO/CorpGov Panels:?

• IPO Readiness and Execution ?

• IPO Windows ?

• Public Company Governance ?

• Sector Focus: Electrification ?

• 2025 Proxy Season Outlook ?

• Contested M&A ?

• Cross-Border Activism?

• Return of the Retail Investor?

5:00 pm – Trolleys depart for reception at Cucina Palm Beach

Speakers and Sponsors:

Jack Carlson, Creative Director, Rowing Blazers

Jason Cohen, CEO, MyBundle?

Mary Ellen Coyne, CEO, J.McLaughlin

Bradley Heppner, CEO, Beneficient??

Tom Nolan, CEO, Kendra Scott?

Christine Schindler, Co-Founder and CEO, PathSpot – AK?

Hooman Shahidi, CEO, EVPassport

Justin Kenna, CEO, GameSquare

Keith Rosenbloom, Founder, Cruiser Capital

Josh Harlan, Founder & Managing Partner, Harlan Capital

Michael George, Managing Partner, Raspail Partners?

Mo Abdi, Moderator for Top 1% Retail Subreddits at Reddit, Inc.

Leonardo Anselmi, Partner, CFGI, a Portfolio Company of Carlyle & CVC

Jeanne Carr, Managing Director, Mackenzie Partners, Inc.?

Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel?

Phil Denning, Partner, ICR?

Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins ?

Jonathan Feldman, Partner, Mergers & Acquisitions, Goodmans LLP

John Ferguson, Senior Partner, Saratoga Proxy Consulting

Brendan Foo, Co-CEO and Co-Founder, Forward Risk

Andrew Freedman, Co-Managing Partner, Olshan Frome Wolosky LLP?

Chuck Garske, Senior Managing Director, Okapi Partners

Bruce Goldfarb, President and CEO, Okapi Partners

Ira Gorsky,  Executive Vice President, Edelman Smithfield

John Grau, President, InvestorCom 

Mark Harms, Chairman and CEO, Global Leisure Partners

Syed “Raj” Imteaz, Head of Convertible and ED Advisory, ICR Capital?

Rafique Jiwani, Vice President, Goldman Sachs Private Equity?

Shawn J, Trading Memologist

Arrun Kapoor, Managing Director, SJF Ventures

Katie Keohane, Executive Director, Crohn’s & Colitis Foundation

Adam Kommel, Shareholder Activism Development Lead, Bloomberg LP ?

Josh Kosman, New York Post Business Reporter?

Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins

Thomas Malayil, Managing Director, TCM Property Group

Jessica McDougall, Partner, Corporate Governance & Shareholder Engagement, Longacre Square Partners

Ted McHugh, Managing Director, Edelman Smithfield

Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG

?John Marchisi, National Director, SPAC Segment, Gallagher

Patrick Murphy, Head of NYSE Market Making, GTS

Ron Orol, Senior Editor, The Deal

Jim Palmiter, CEO, DragonGC

???Michael Partridge, Partner, Goodmans LLP

Seth Potter, Founder, Business Development, OpenWater

Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group, former Chief ?Spokesman & Policy Director, The Securities and Exchange Commission (SEC) ??

Brad Ross, Partner, Goodmans LLP

Lou Schwartz, President, GameSquare

Joseph Semsar, Regional Head, East Coast Capital Markets, NYSE

Emma Sissman, Impact Investing, Goldman Sachs?

Jon Solorzano, Counsel – Environmental, Social & Governance, Vinson & Elkins

Zach Swartz, Partner in the Corporate Real Estate Practice, Vinson & Elkins ??

Michael Weiksner, Chief Technology Officer and Co-Founder, DragonGC

Jeff Welday, Head of Originations & Distribution, Beneficient

Steve Wolosky, Chair Emeritus, Olshan Frome Wolosky LLP??

Jarrett Banks, Editor-at-Large, CorpGov and IPO Edge (Moderator)?

John Jannarone, Editor-in-Chief, CorpGov and IPO Edge (Moderator)

Contact:

IPO-Edge.com

John Jannarone

Editor-in-Chief

[email protected]

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