アジェンダ

• 1:30 – 2:00 P.M.

  REGISTRATION

• 2:00 – 2:05 P.M.

  WELCOME REMARKS

• 2:05 – 3:05 P.M

  2026 VISION: MARKET FORCES SHAPING FINANCIAL SERVICES M&A

  • David DesPrez, Partner, Bain Capital
  • Brent Ferrin, Managing Director, Houlihan Lokey
  • Al Laufenberg, Managing Director, KBW Investment Bank
  • Graham Nix, Senior Managing Director, Evercore
  • Zach Pfanstiel, Managing Director, UBS
  • JP Bernard, Partner, Mayer Brown
  • Daniel Serota, Partner, Mayer Brown
• 3:05 – 3:15 P.M.

  NETWORKING BREAK

• 3:15 – 4:00 P.M

  Convergence in Action: Leaders of the Pack in Insurance, Asset Management and Private Credit

  • Katie Daly, Partner, Apollo, Global Head of M&A, Reinsurance and Pensions, Athene
  • Gary Silber, Managing Director, General Counsel of Investments and Risk, KKR Insurance
  • Albert Yee, Managing Director, Insurance Capital Solutions, Macquarie
  • Greg Oguss, Partner, Mayer Brown
• 4:00 – 4:30 P.M.

  AI IN FINANCIAL SERVICES: OPPORTUNITIES, RISKS, AND THE ROAD AHEAD

  • Sanjay Sakhrani, Managing Director, KBW Investment Bank
  • Rishi Taparia, Co-Founder and General Partner, Garuda Ventures
  • Nina Flax, Partner, Mayer Brown
• 4:30 – 4:40 P.M.

  NETWORKING BREAK

• 4:40 – 5:10 P.M.

  DEAL OR NO DEAL: INSIDE HIGH-STAKES M&A DISPUTES

  • Frank Dery, Managing Director, Berkeley Research Group
  • Frank Favia, Partner, Mayer Brown
• 5:10 – 5:40 P.M.

  WHEN THE CYCLE TURNS: RESTRUCTURING SIGNALS AND IMPLICATIONS FOR FINANCIAL SERVICES M&A DEALS

  • Michael Pokrassa, Managing Director, Raymond James
  • Joaquin C de Baca, Partner, Mayer Brown
  • Richard Stieglitz, Partner, Mayer Brown
• 5:40 – 5:45 P.M.

  CLOSING REMARKS

• 5:45 – 7:00 P.M

  NETWORKING RECEPTION