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              GROWTH. TRANSFER. LEGACY.

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Communications


Schedule:

12:30  REGISTRATION AND NETWORKING

Arrival at conference center at Nutter McClennen and Fish LLP at 155 Seaport Blvd, Boston MA

  1:00  KEYNOTE SPEAKER
   THE MACRO ECONOMY – When is the right time in the overall  market?

Jeff Mortimer
Director of Investment Strategy at BNY Mellon Wealth Management

Keynote about current economic conditions, especially as it relates to the private company market, M&A conditions and, if possible, regional considerations.

  2:00  PANEL #1: M&A MARKET – When is the right time for different kinds of buyers?

Moderator:
David Poulin
Senior Vice President at RBC Wealth Management

Panelists:
Dara Mitchell
Vice President of Corporate Development at Kadant, Inc.
Rich Glassman
Partner at Schatz Brown Glassman LLP and Executive Vice President at Grandview Capital Strategies, Inc.
Doug Baumoel
Founding Partner of Continuity Family Business Consulting, Author & Speaker
Julia Karol
President & COO at Watermill Group

This panel addresses the needs and perspectives of different kinds of buyers including the best time for them to get involved in a transaction. The panel will address the distinctions between buyer/transfer types as well as the universal needs of all transfers.

  3:00  Networking Break

  3:30  PANEL #2: COMPANIES – When is the right time strategically?

Moderator:
Shannon Zollo
M&A and P/E Attorney at Nutter, McClennen & Fish LLP

Panelists:
Bob Furlong
Former President of Copley Flair
Craig Bovaird
President of Builtrite Tool & Die, Inc.
Gigi Wang
CEO of Invoke Solutions, Inc.
Ryan Kim
Consumer & Industrial Private Equity Investor at Castle Island Partners

Panel to feature different value creation strategies of companies, how the companies developed them, how they planned for exit, how they knew the time was right to transition the company.

Business Owners will share their interesting stories in how they developed deliberate strategies to build transferrable value within a business vertical, technology and business model. In addition, universal lessons about building business value will be discussed.

  4:30  PANEL #3: OWNERS – When is the right time for you personally?

Moderator:
Derek Mohamed
Managing Director, Mohamed-Merola Wealth Management

Panelists:
Nancy Nager
President & CEO of SBSC, Inc
Hal Charnley
Former CEO of Mobee, former CEO of Net Clarity, former CEO of Artel Video Systems. Currently Vice Chairman of Wiser Solutions, Inc., Principal of Boston Harbor Capital, Board member of Cambridge Sound Management.
Gene Fax
Co-Founder & Chairman of the Board – Cadmus Group
Dr. Nesbitt Hagood
President & CEO Triib, Inc; former President, Founder and CEO of Pixtronix, Inc.

This group of panelists will feature different stories about the personal side of the journey of building and transferring value. This open and frank conversation will provide the audience with many lessons learned.


     5:30  KEYNOTE SPEAKER
      THE DEAL ECONOMY - 
    How should you think about the market?

    Brooks Gallagher
    Director at Bank of America Merrill Lynch

    Speaker will focus on M&A trends and Outlook and how it applies to midmarket businesses in terms of timing for optimal marketability

    6:00  THE POWER OF COLLABORATION

    Short wrap-up talk by local XPX Leaders

    6:15  NETWORKING




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