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NYSE Events

Inaugural PE Capital Markets Summit

Inaugural PE Capital Markets and IPO Summit partners - Accordion, Kirkland & Ellis, Diligent, KPMG, ICR, Workiva

Join us for the Inaugural PE Capital Markets and IPO Summit at the NYSE this October 24!

This half-day event is dedicated to private equity sponsors and portfolio companies that are interested in learning more about the public markets. We will address the strategic areas of IPO and exit readiness, investor targeting, and public company best practices from listing day and beyond. This event is ideal for c-suite executives, featuring subject matter experts as well as leaders who have made the successful private to public company transition. We will close the day with a networking reception on the floor of the New York Stock Exchange.

In addition, Glenn Schiffman, Executive Vice President and Chief Financial Officer, Fanatics, Inc. will be one of our feature speakers.

Thursday, Oct. 24

12 - 8 p.m. ET

New York Stock Exchange

11 Wall Street, New York, NY 10005

Registration is now closed.

Agenda

12 p.m. – Registration and lunch

1 - 1:05 p.m. – Welcome remarks by the NYSE

1:05 - 1:50 p.m. – Session 1: Scaling up and getting ready for an exit – considering and preparing for an IPO Process
Shari Mager, Partner, KPMG
Shauna Watson, Managing Director, Head of IPO Readiness, Accordion
Nithya Das, Chief Legal and Chief Administrative Officer, Diligent
Josh Gertsch, Senior Industry Principal, Workiva
NYSE (Moderator)

1:55 - 2:45 p.m. – Session 2: Driving awareness: building relationships with key audiences on the IPO journey
Matthew Kaminer, Chief People & Legal Officer, Instructure
Michelle Reynolds, Chief Accounting Officer and Vice President, Reddit Inc.
Don Duffy, President, ICR
Bob Hayward, Partner, Capital Markets, SEC Compliance and Corporate Governance, Kirkland & Ellis (Moderator)

2:45 - 3:25 p.m. – Session 3: After the Bell has rung: monetization and shareholder strategy
Will Kantrowitz, Senior Director, NYSE Global Advisory
Ashley MacNeill, Head of Equity Capital Markets, Managing Director, Vista Equity Partners
Kevin Roy, Managing Director and Head of Issuer Solutions, S&P Global

Katie Royce, Chief Financial Officer, ZenBusiness

3:25 - 3:35 p.m. – Break

3:35 - 4 p.m. – Closing Bell on the Trading Floor

4:30 - 5:20 p.m. – CFO Fireside chat
Glenn Schiffman, Executive Vice President and Chief Financial Officer, Fanatics, Inc.

Lynn Martin, President, NYSE Group (Moderator)

5:20 - 6:10 p.m. – Session 5: From the CEO perspective
Frank Bisignano, Chairman, President and Chief Executive Officer, Fiserv

Lynn Martin, President, NYSE Group

6:10 - 6:30 p.m. – Break

6:30 - 8 p.m. – Trading Floor reception