Full Agenda: IPO Edge Bootcamp at Nasdaq May 6 with Stifel, ICR, Goodmans, KPMG, Gallagher, Vinson & Elkins, CFGI, DFIN
The IPO Edge Bootcamp will be held on Monday, May 6, 2024, from 9:00 am until 1:00 pm on the 10th Floor of the Nasdaq MarketSite. The event will host an assembly of experienced CFOs, capital markets advisors and practitioners for an opening bell ringing and a series of panels, including multiple networking opportunities and lunch.
To request sponsorship details or an invitation to attend, email Editor@ipo-edge.com
Agenda – Monday, May 6, 2024
9:00 AM – Registration and Networking
9:30 AM – Welcome Remarks from Nasdaq and IPO Edge
9:45 AM – Panel | Capital Markets Update
Karen Snow, Global Head of Listings, Nasdaq
Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel
Steve Parish, Partner and Co-Head, ICR Capital
John Jannarone, Editor-in-Chief, IPO Edge (Moderator)
10:15 AM – Panel | Readiness and the Road to IPO
Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
Justin Nowicki, Director of Strategy, DFIN
Amy Or, Equity Capital Markets Reporter, Bloomberg (Moderator)
10:45 AM – Panel | Three CFOs on IPOs
Jeff Uttz, CFO, Kura Sushi USA, Inc. and former CFO, Shake Shack
Mark Shifke, CFO, DCG
Isabelle Winkles, CFO, Braze
Don Duffy, President, ICR (Moderator)
11:15 AM – Panel | Investor Engagement in Private vs. Public Markets
Phillip Shefter, Senior PM, Head of ECM, Norges Bank Investment Management
Matthew Walsh, ECM, Corbets Capital
Prema Choudhury, US Originator, Norges Bank Investment Management
Meaghan Montegari, Managing Director, ICR (Moderator)
11:45 PM – Lunch Panel | Cross Border Listings
Enea Tarenzi, Partner, New York Capital Markets leader, CFGI, a Carlyle Portfolio Co.
Brad Ross, Partner, Goodmans LLP
Jay Heller, Head of Capital Markets & IPO Execution, Nasdaq
Jarrett Banks, Editor-at-Large, IPO Edge (Moderator)
1:00 PM – Event Concludes
Speakers:
Karen Snow, Global Head of Listings, Nasdaq
Don Duffy, President, ICR
Craig DeDomenico, Managing Director, Stifel
Isabelle Winkles, CFO, Braze
Steve Parish, Partner, ICR
Phillip Shefter, Senior PM, Head of ECM at Norges Bank Investment Management
Meaghan Montegari, Managing Director, ICR
Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
Enea Tarenzi, Partner, New York Capital Markets leader, CFGI, a Carlyle Portfolio Co.
Brad Ross, Partner, Goodmans LLP
Jeff Uttz, CFO, Kura Sushi USA, Inc. and former CFO, Shake Shack
Mark Shifke, CFO, DCG
Matthew Walsh, ECM at Corbets Capital
Prema Choudhury, US Originator, Norges Bank Investment Management
Jay Heller, Head of Capital Markets & IPO Execution, Nasdaq
Justin Nowicki, Director of Strategy, DFIN
Amy Or, Equity Capital Markets Reporter, Bloomberg
John Jannarone, Editor-in-Chief, IPO Edge (MC)
Jarrett Banks, Editor-at-Large, IPO Edge (MC)
Contact:
John Jannarone
Editor-in-Chief