2022 Sessions

Featured Sessions

These 50-minute sessions were delivered by the leading experts in the middle market. These sessions offered in-depth conversations on key issues being faced by middle market professionals across roles and organization types.

The Business Development Evolution

Mon Apr 25 | 2:30 p.m. PT

There is an increased reliance on business development to help organizations maintain a robust deal flow. How are successful organizations managing and leveraging business development in new and exciting ways? Learn how in this session – from staffing/outsourcing models to dynamic strategic approaches, learn from these experts on what works best for organizations, big and small.

DE&I’s Impact on the Middle Market: What’s Working and How

Mon Apr 25 | 3:30 p.m. PT

How have deal-making processes benefited from the increased implementation of DE&I initiatives, and what strategies and best practices have proven to be most impactful? Learn from those who have been on the forefront of DE&I best practices.

Becoming a Value-Added LP/Family Office

Tue Apr 26 | 9:00 a.m. PT

This panel discussion with GPs, LPs and Family Office professionals will explore specific strategies LPs and Family Offices can adopt to prove value beyond AUM. If you want to develop stronger relationships and gain more access to GPs, including direct and co-invest opportunities, this session is for you.

Anatomy of a Deal: A Middle Market Deal Case Study

Tue Apr 26 | 10:00 a.m. PT

Learn from industry experts, and follow a successful deal from start to finish. What strategies worked, what didn’t and why? You get a rare chance to walk through the process of someone else’s deal and learn from the mistakes and successes they experienced.

Managing Post-Transaction Integration: How to Achieve Cultural & Operational Success

Tue Apr 26 | 1:30 p.m. PT

This discussion focuses on how organizations develop their post-acquisition integration strategies and successfully manage integration challenges. With a focus on talent management, change management and innovation, you will gain key insights and takeaways on how to develop and navigate your own integration strategies.

Managing Cyber Risks: How Secure is Your Deal?

Tue Apr 26 | 2:30 p.m. PT

Are you confident your organization is doing all it can to be cyber-secure? This session shows you how to ensure your deal-making processes are cyber-secure, including best practices and new strategies to help prevent organizations from being devalued due to cyber-risk concerns.

Save the Date

May 8–10, 2023 | Las Vegas, NV