Capital Connections Symposium

アジェンダ

• 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