US Corporate Development Summit

room Convene 311 West Monroe Street, Chicago

  • Central Time

  • 08:30

    Networking breakfast

  • 09:15
  • 09:30

    Panel: Dealmaker outlook

    So far this has been a busy year for the US M&A market, but what does the rest of 2021 hold? The second quarter was dominated by a slew of mega deals, but will that continue in H2, or is it time for the middle market to shine? Our panel of some of the best-known dealmakers in the market will look at the past, present and future of deal activity across the US.

    Trish Skoglund
    Trish Skoglund Director Mergers & Acquisitions, Crowley
  • 10:15

    Fireside chat: Day in the life

    Hear Ramon Morera, Senior Director of Finance at Siemens, discuss how their daily routine from corporate strategy, deal origination, execution, and integration has been impacted by COVID-19 and what trends are here to stay.

    Ramon Morera
    Ramon Morera Senior Director of Finance, Siemens
  • 10:45

    Networking break

  • 11:15

    Panel: Making sense of SPACs

    Special purpose acquisition companies, or SPACs, had an astonishing 2020, and an even better start to 2021. By as retail investors and the mainstream financial press eagerly pile-into “blank check companies” regulators have begun to take notice. We ask our expert speakers if we’ll see SPAC issuance continue to soar, or come crashing to the ground – and whether that would be a good or bad thing for M&A in general.

    Troy Hooper
    Troy Hooper Head of IPO & SPAC Content, Mergermarket
    Kristin Zimmerman
    Kristin Zimmerman Managing Director, Head of SPAC M&A, Morgan Stanley
    Jeffrey Shuman
    Jeffrey Shuman Partner, Winston & Strawn
    Mark Solovy
    Mark Solovy Co-Head, SPAC Group, Monroe Capital
  • 11:45

    Panel: Improving productivity in the M&A market

    The new technology forced on the M&A community by the pandemic promised to transform productivity, but market-participants seem to be busier than ever. This panel explores why work-life balance has become such a challenge and how teams can use new technology to improve this, as well as asking which pandemic changes should be permanent, and which should be rolled-back as travel resumes.

  • 12:15

    Panel: Financing your acquisition

    In a world awash with capital financing deals hasn’t been very difficult, but where does the balance of power lie at the moment? And how might rising inflation and interest rates change that balance? Our panel of DCM veterans discusses the latest developments in deal terms and investor demand. And in the home of the private credit market they will also explore the new private options available to small (and increasingly not so small) companies.

    Mark Birkett
    Mark Birkett Managing Director, William Blair
  • 12:45

    Networking lunch

  • 13:30

    Fireside Chat: Private equity perspective

    Veteran private equity investor Jeff Diehl, Managing Partner and Head of Investments at Adams Street, discusses the current environment for fundraising, buyouts and exits.

  • 14:00

    Panel: Cross-border opportunities

    International deals have been an important part of the US M&A landscape in recent years, whether inward or outward. That has held true even in the COVID-era, but a retreat from globalisation is changing many international norms, and making long-standing legal, tax and regulatory challenges involved in cross-border deals even more difficult. This panel explores what M&A professionals need to know before they look overseas.

    Abishek  Jain
    Abishek Jain Director Mergers & Acquisitions, Schneider Electric
  • 14:40

    Masterclass: M&A insurance products

    Vipul Patel
    Vipul Patel Senior Vice President, Aon
  • 15:10

    Networking break

  • 15:40

    Academic Angle: The Impact of M&A on ESG

    In recent years ESG has become a crucial part of the global investment landscape, and something acquirers need to consider from the start of their investment process. In this presentation Professor Scott Moeller, Director of the M&A Research Centre at the University of London's Bayes Business School, shares his latest research on how M&A activity interacts with ESG, both at the company and country level.

  • 16:00

    Panel: Getting ESG right

    The importance of considering ESG in the dealmaking process has been enthusiastically embraced by the M&A market, but many practical questions remain. Our panel of experienced dealmakers discuss both the current best practices in implementing ESG considerations, and what future developments the market should be considering. At what stage should ESG considerations be introduced into the dealmaking process? What can sellers do to prepare for ESG evaluations? And in the absence of official standards what steps are needed for an acquirer to verify ESG risks.

  • 16:40

    Closing remarks

  • 16:45

    Networking reception