Agenda

Note:
The below agenda is subject to change. Please check before the event for the latest updates, and use printed materials you will receive during check-in for exact times and venues.

8:30–9:00am Registration & Breakfast — Participants
(Williams Room)
Registration & Breakfast — Speakers & Panelists
(Meredith Room)
9:00–9:50am Keynote 1: Case Study of Fiat’s Takeover of Chrysler
Nick Sakellariadis
Managing Director, Mergers & Acquisitions, Citigroup
(Spangler Auditorium)
10:00–10:50am Panel 1: Merger & Acquisition Deals

  • Dave Magstadt, Director, Mergers & Acquisitions, Citi
  • Garett Poston, Executive Director, Mergers & Acquisitions, J.P. Morgan
  • Joshua Rosenbaum, Managing Director, Global Industrial Group, UBS
  • Marc Weidner, Vice President, Lazard
(Spangler Auditorium)
11:00–11:50am Keynote 2:
Steven J. Goulart
Chief Investment Officer, MetLife
(Spangler Auditorium)
11:50am–1:00pm Networking Lunch
1:00–1:50pm Panel 2: Investing in Today’s Environment

  • Robert Merck, Senior Managing Director, Head of Real Estate and Agricultural Investments, MetLife
  • Payson Swaffield, Vice President and Chief Income Investment Officer, Eaton Vance Management
  • Charles Toye, Associate, J.P. Morgan Private Bank
  • Eric Wetlaufer, Senior Vice-President, Public Market Investments, CPP Investment Board
(Aldrich 110)
Panel 3: Broader Investment Bank

  • Will Alston, Vice President, Non-Investment Grade Debt Capital Markets, Wells Fargo
  • Amrit David, Vice President, Financial Institutions Group, Barclays Capital
  • Albert Foreman, Executive Director, Financial Sponsor Group, J.P. Morgan
  • Colston Young, Vice President, Technology Group, Credit Suisse
(Aldrich 111)
2:00–2:50pm Keynote 3: Current & Future States of M&A Market
Antonio Weiss
Global Head of Investment Banking, Lazard
(Spangler Auditorium)
2:50–4:00pm Reception
(Williams Room)
All Day Speakers & Panelists Snacks & Private Rooms
(Meredith & Project Rooms)