Annual Investment Banking Summit
April 14 – 15, 2026 | Midtown Manhattan, New York City
Join us for two intensive days of strategic insights and cross-border deal structures—an exclusive gathering of global investors, founders, and dealmakers in the heart of New York City.
In Person | Invitation Only
April 14 – Day 1
Leadership, Media, IoT
9:00 am – 9:30 am
Venue Opens
9:30 am – 10:00 am
Opening Remarks
How Middle Markets Are Shifting—and Where Deals Will Get Done
10:00 am – 11:00 am
Leadership and Incentives in Today’s Economy
11:00 am – 11:45 am
How Institutional Buyers Think About Deals Today
11:45 am – 12:00 pm
break
12:00 pm – 12:30 pm
What It Is Like to Build and Exit
12:30 pm – 1:00 pm
The Convergence of Media
How Content, Streaming, and Out-of-Home Are Becoming One Market
1:00 pm – 1:30 pm
lunch
1:30 pm – 2:00 pm
Live Experiences as a Business Model:
Engagement, Monetization, and Scale
2:00 pm – 2:30 pm
Debate – Resolution
Media Value Will Accrue to Platforms, Not Content
2:30 pm – 3:00 pm
How Global Media Businesses Work Today
3:00 pm – 3:30 pm
Debate – Resolution
Most Value in IoT Will Accrue to Software and Data, Not Hardware
3:30 pm – 4:00 pm
Post M&A LOI Deal Obstacles, and How to Avoid Them
4:00 pm
Closing Remarks
Discuss Agenda for Next Day
April 15 – Day 2
The Technical Founder: Advanced Topics in M&A and Investment Banking
9:00 am – 9:30 am
Venue Opens
9:30 am – 10:00 am
Opening Lecture
Opening Lecture – Transaction Structure and Seller Liquidity Outcomes in M&A Transactions
- Timing of liquidity realization
- Risk allocation between buyer and seller
10:00 am – 10:45 am
Session 1 – Valuation Considerations Between Primary Capital Issuance and Secondary Share Transfers
- Primary transactions as issuance of new equity capital
- Secondary transactions as shareholder liquidity
- Bid-ask spread in private capital markets
10:45 am – 11:00 am
Break
11:00 am – 12:00 pm
Session 2
Session 2 – Financial Statement Structure, Working Capital Impact on Purchase Price, and Discounted Cash Flow Effects on Valuation
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How the DCF Equation Applies to High-Growth Companies
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Working capital adjustments to transaction value
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Sensitivity of valuation to timing of cash flow realization
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Cash Flow as a function of sales funnels
12:00 pm – 12:30 pm
panel
Panel – Unanticipated Valuation Adjustments: Growth-Profitability Trade-offs
- Growth vs profitability valuation impact
- EBITDA thresholds for buyer underwriting
12:30 pm – 1:00 pm
Session 3
Session 3 – Capital Structure Hierarchy and Distribution of Proceeds in Liquidity Events
- Capital structure hierarchy in liquidity events
- Waterfall distribution of proceeds
1:00 pm – 1:30 pm
Lunch
1:30 pm – 2:30 pm
Session 4
Session 4 – Revenue Retention, Customer Economics, and Cost of Capital in Acquisition Pricing Differences in CAC composition between B2B and B2C models
- LTV = ARPU × customer lifetime
- NRR construction methodology
- Net revenue retention as measure of revenue persistence
2:30 pm – 3:00 pm
Closing
Superior Transaction Outcomes
- Consistency between valuation assumptions and market pricing
- Relationship between valuation methodology and realized proceeds
