Agenda

Session StartSession Title
8:00 AMBreakfast & Registration
9:00 AMOpening Remarks & Keynote Address
10:00 AMDealCloud's Product Roadmap

DealCloud COO, Lokesh Seth, and Director of Product Management, Eric Hayduk, present DealCloud’s product vision and key themes that drive the roadmap. Session includes a walkthrough of new enhancements to the DealCloud platform.
10:45 AMMorning Networking Break
11:15 AMStaying Relevant in the Private Capital Bull Market: A Modern Dealmaking Roundtable

With 30 years of out-performance versus public market equivalents, and a consistent and sustainable inflow of new capital, the secular trends for the private capital markets are here to stay. With all that said, the world has changed, and relying solely on a handful of relationships to source deals is becoming extinct. Hear from a roundtable of modern deal professionals with representation from all sides of the ecosystem as they discuss how they navigate the new and evolving landscape, and gain an edge.
12:00 PMNetworking Lunch
1:00 PMBreakout Sessions

Option 1 - Standing Out from the Pack: Best Practices for Next Generation Business Development

Using data to raise your firms profile in support of your sourcing and origination efforts. Hear from a panel of your peers as they discuss ways they thoughtfully appeal to management teams to differentiate their firms as a partner for growth.

Option 2 - Lessons Learned: Best Practices for Driving Change in your Firm

Change is hard, and people are stubborn. Hear from a panel of clients on the lessons learned and best practices for change management, technology roll-out strategies, and ideas to drive user adoption at your firm.
1:45 PMBreakout Sessions

Option 1 - Institutionalizing Key Relationship Management


Whether managing investors, intermediaries, or potential buyers, institutionalizing your approach is key. Learn from best practices on how to effectively track and quantify your most important and fruitful relationships, and where to allocate your time.

Option 2 - Raising the Bar on Execution


Everyone has a pipeline of opportunities, but how accurate is it? Best practices for management visibility, forecasting fees, managing your pipeline of deals, and winning the your next deal or pitch. Hear from a panel of existing clients on how they systematize their process to maximize efficiency and win more often.
2:30 PMAfternoon Networking Break
3:00 PMTaking your firm's DealCloud to the Next Level

It's time to propel your Monday morning meeting, relationship management, and market coverage, to new levels. Hear from existing DealCloud clients how they leverage the platform in ways you never considered and had no idea was possible.
4:00 PMNetworking & Cocktail Reception sponsored by Axial