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Please join us for the Capital Connections Symposium, a half-day event bringing together experienced practitioners to explore the full capital stack—from senior debt through hybrid instruments to common equity. Whether you work in financial institutions, direct lending, corporate finance, or private equity, this symposium will deepen your fluency across the entire spectrum of capital solutions and illustrate how each layer interrelates in today's complex financing landscape. The event will also offer ample opportunities for networking with fellow professionals.

Agenda

  • 12:30 PM

    Registration and Networking Lunch

  • 1:30 PM

    Welcome/Opening Remarks

  • 1:35 PM

    Panel I: Debt Capital

    This panel explores how companies construct and optimize their balance sheets through senior secured credit facilities, high-yield bonds, leveraged lending, asset-based lending, and term loan facilities. Panelists will discuss credit risk evaluation, covenant structures, and the balance between leverage and operational flexibility.

    Speakers: Brian Trudgen (Moderator), Jennifer Kratochvil, Nicole Grabianowski, Kyle Spies

  • 2:25 PM

    Break

  • 2:35 PM

    Panel II: Hybrid Capital

    This panel examines instruments that sit between pure debt and pure equity, including mezzanine financing, convertible notes, preferred equity, warrants, and payment-in-kind structures. Panelists will discuss when and why these instruments are deployed and how their terms reflect the unique risk-return profile of the middle of the capital stack.

    Speakers: Jonathan Dhanawade (Moderator), Mark Evans, Sheel Patel, Beth Vogel

  • 3:25 PM

    Break

  • 3:35 PM

    Panel III: Equity Capital

    The final panel focuses on equity capital, examining the governance and economic rights that define equity ownership in acquisitions and other control-oriented transactions.

    Speakers: Jason Quintana (Moderator), Ryan Ferris, Neela Pack, Tom Santora

  • 4:25 PM

    Closing Remarks

  • 4:30 PM

    Networking Reception

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