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

  • John Marchisi, National Director, SPAC Segment, Gallagher

  • 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

• John Marchisi, National Director, SPAC Segment, Gallagher

• 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:

IPO-Edge.com

John Jannarone

Editor-in-Chief

Editor@ipo-edge.com