No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Sunday, March 1, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Business

Addressing Multiple Stakeholders – Private Equity Meets Founder and Family-Owned Businesses, 5th Palm Beach CorpGov Forum

by TheAdviserMagazine
4 months ago
in Business
Reading Time: 9 mins read
A A
Addressing Multiple Stakeholders – Private Equity Meets Founder and Family-Owned Businesses, 5th Palm Beach CorpGov Forum
Share on FacebookShare on TwitterShare on LInkedIn


CorpGov and  IPO Edge are pleased to provide complete video coverage of the fifth annual Palm Beach CorpGov Forum held on Nov. 5-6, featuring a two-day event with panels, firesides and networking receptions. The event comprised an array of speakers from the worlds of corporate governance, activism, IPOs, private equity and venture capital.

The panelists discussed why transparency, certainty and trust are important when investing in family-owned businesses, value creation, and how to approach boards and employees when a new capital partner comes to a family-owned company. They also focused on short-term vs. long-term priorities for different shareholders, how a company may benefit of being in the public eye to test readiness, and more.

Private Equity Meets Founder and Family-Owned Businesses Panel 

Watch Full Video Below, or Click HERE:

The audience included more than 300 attendees including institutional investors, board directors, family offices/HNWIs, attorneys, investment bankers and key advisors.​

Full List of Speakers for the 5th CorpGov Forum 2025:

Keynote: Josh Frank, Partner and Co-Investment Officer, Trian Fund Management

Andrew Keys, Co-Founder and Chairman, The Ether Machine (NASDAQ: ETHM)

Ken Traub, Chairman, President and CEO, Comtech Telecommunications Corp. (Nasdaq: CMTL)​

Randall Adams, Partner, Seward & Kissel LLP

Michael Alford, Vice President and Director of Athletics, Florida State University

Sher Baig, Founder and Chief Executive Officer, Cyber Salus

Michael Blankenship, Managing Partner, Houston & Co-Chair, Capital Markets Practice, Winston & Strawn   

Steve Bruce, Managing Partner,  ASC Advisors

Christine Carson, President and CEO, Carson Proxy​

Pablo Casilimas, Managing Partner, OneSixOne Ventures

Peter Clarke, Senior Director, Roberts & Ryan Investments Inc.

Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel​

Adam Doyle, EVP, Head of Technology Finance, Alliance Funding Group

Robert DuPuy, Former President and COO, Major League Baseball

Daphna Edwards Ziman, Co-Chairman, Project Rise Partners

Brendan Foo, Partner, Global Head of Corporate Contests, Forward Global

Mark Garibyan, Partner, Seward & Kissel LLP

Chuck Garske, Senior Managing Director, Okapi Partners​

Bruce Goldfarb, President and CEO, Okapi Partners​

Ira Gorsky, Managing Director, Edelman Smithfield​

Brenda Gosselin, Partner, Goodmans LLP

Story Continues

John Grau, President, InvestorCom 

Josh Harlan, Founder & Managing Partner, Harlan Capital​

​Mark Harms, Chairman and CEO, Global Leisure Partners; Investor and Executive Committee Member, World Gym Corporation (TAI: 2762.TW)

Gabriel Hasson, Global Head of Governance and Shareholder Advisory, ICR

Rick Horrow, CEO, Horrow Sports Ventures

Taylor Ingraham, Partner, ASC Advisors

Rafique Jiwani, Vice President, Goldman Sachs Private Equity​

Ryan Keating, Partner, EisnerAmper​

Alex Knowland, Principal, Comvest Credit Partners

Adam Kommel, Shareholder Activism Development Lead, Bloomberg LP​

Jonathan Lo, VP of Finance, EisnerAmper 

John Marchisi, Executive Director – Capital Markets, Artex Risk Solutions​

Ariel Mark, Head of Western US Investments, Tokyu Land US Corp.

Mario Masrieh, Managing Director, Recognition, Trivest

Alex Moazed, General Partner, Applico Capital

Francisco Morales, Partner, Mergers & Acquisitions and Private Equity, Vinson & Elkins​

Patrick Murphy, Head of NYSE Market Making, GTS​

Tad Nacheff, Head of East Coast Capital Markets and Financial Sponsor Coverage, NYSE

Steve Parish, Partner, ICR

Paul Quinlan, Founder and CEO, Quinlan Partners

Joseph Quintilian, Partner, Distributed Capital Partners, and Co-Founder, Ajna Labs LLC​

Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group

Hooman Shahidi, Managing Partner, Opus Bloom Capital

Joshua Siegel, General Partner, Acronym Venture Capital

Dana Simberkoff, Chief Risk, Privacy and Information Security Officer, AvePoint

Emma Sissman, Vice President, Impact Investing, Goldman Sachs

Karen Snow, CEO, Rose & Co Capital Advisors

Charles Soranno, Managing Director, Protiviti

Zach Swartz, Partner, Corporate Real Estate Practice, Vinson & Elkins ​

Sebastian Tiller, Partner, Mergers & Acquisitions and Capital Markets, Vinson & Elkins​

Bob Verrico, Co-Founder and Executive Chairman, InvestingChannel, Inc.

Patrick Whelan, Partner — Mergers & Acquisitions and Private Equity, Vinson & Elkins

Heath Winter, Partner, Corporate Governance & Shareholder Engagement, Longacre Square Partners

Jessica Wood, Partner, Corporate Governance, M&A, Shareholder Activism and Corporate Defense, Sidley Austin LLP

Marc Yaklofsky, Managing Partner, New York, Forward Global

Christopher Young, Investment Banker, Formerly Director of M&A and Proxy Fight Research, ISS

Ron Orol, Senior Editor, The Deal (Moderator)​

Josh Kosman, Senior Correspondent, The Capitol Forum (Moderator)

Jarrett Banks, Editor-at-Large, CorpGov (Moderator) ​

John Jannarone, Editor-in-Chief, CorpGov (Moderator)​

READ MORE

CorpGov Joining Bloomberg Activism Conference & NYSE Firesides Dec 9

Register for our weekly newsletter HERE

Contact:

CorpGov.com

[email protected]

Click HERE to follow us on LinkedIn

The post Addressing Multiple Stakeholders – Private Equity Meets Founder and Family-Owned Businesses, 5th Palm Beach CorpGov Forum appeared first on CorpGov.



Source link

Tags: 5thaddressingBeachBusinessesCorpGovequityfamilyownedForumfounderMeetsMultiplePaLMprivateStakeholders
ShareTweetShare
Previous Post

Lead Generation Strategies for Mass Tort Law Firms

Next Post

Aerodrome and Velodrome merge into Aero, expanding to Ethereum and Circle’s Arc

Related Posts

edit post
OPEC+ to resume oil output increases as Iran conflict rages

OPEC+ to resume oil output increases as Iran conflict rages

by TheAdviserMagazine
March 1, 2026
0

OPEC+ agreed to resume oil production increases at a slightly accelerated pace as a conflict sparked by US-Israeli strikes on...

edit post
Nine killed as Iranian missile hits Beit Shemesh

Nine killed as Iranian missile hits Beit Shemesh

by TheAdviserMagazine
March 1, 2026
0

Nine people have been killed and 28 injured as a missile hits a bomb shelter and houses. ...

edit post
Gold, silver prices likely to soar tomorrow amid escalating Middle East war; what lies ahead?

Gold, silver prices likely to soar tomorrow amid escalating Middle East war; what lies ahead?

by TheAdviserMagazine
March 1, 2026
0

The prices of gold and silver will remain in focus tomorrow after US-Israel’s strikes on Iran killed the country’s supreme...

edit post
Why Ray Dalio, Scott Bessent and others are rallying around a ‘3% solution’ to the national debt

Why Ray Dalio, Scott Bessent and others are rallying around a ‘3% solution’ to the national debt

by TheAdviserMagazine
March 1, 2026
0

These days Republicans and Democrats can’t seem to agree on, well, anything. But suddenly, a bi-partisan consensus is building in...

edit post
Foreign airlines cancel Israel flights until at least March 8

Foreign airlines cancel Israel flights until at least March 8

by TheAdviserMagazine
March 1, 2026
0

Israel’s airspace has been closed to commercial airlines since yesterday morning due to the security developments. Officially Ben Gurion...

edit post
FPIs inflow hit 17-month high at Rs 22,615 cr in Feb

FPIs inflow hit 17-month high at Rs 22,615 cr in Feb

by TheAdviserMagazine
March 1, 2026
0

Foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities, marking the highest monthly inflow in 17 months, driven...

Next Post
edit post
Aerodrome and Velodrome merge into Aero, expanding to Ethereum and Circle’s Arc

Aerodrome and Velodrome merge into Aero, expanding to Ethereum and Circle’s Arc

edit post
20 Cars Most Likely to Give You Buyer’s Remorse Soon After Purchasing

20 Cars Most Likely to Give You Buyer’s Remorse Soon After Purchasing

  • Trending
  • Comments
  • Latest
edit post
Foreclosure Starts are Up 19%—These Counties are Seeing the Highest Distress

Foreclosure Starts are Up 19%—These Counties are Seeing the Highest Distress

February 24, 2026
edit post
Medicare Fraud In California – 2.5% Of The Population Accounts For 18% Of NATIONWIDE Healthcare Spending

Medicare Fraud In California – 2.5% Of The Population Accounts For 18% Of NATIONWIDE Healthcare Spending

February 3, 2026
edit post
North Carolina Updates How Wills Can Be Stored

North Carolina Updates How Wills Can Be Stored

February 10, 2026
edit post
Gasoline-starved California is turning to fuel from the Bahamas

Gasoline-starved California is turning to fuel from the Bahamas

February 15, 2026
edit post
Where Is My 2025 Oregon State Tax Refund

Where Is My 2025 Oregon State Tax Refund

February 13, 2026
edit post
7 States Reporting a Surge in Norovirus Cases

7 States Reporting a Surge in Norovirus Cases

February 22, 2026
edit post
The Overlooked Link Between Social Security COLA and Medicare IRMAA Brackets

The Overlooked Link Between Social Security COLA and Medicare IRMAA Brackets

0
edit post
OPEC+ to resume oil output increases as Iran conflict rages

OPEC+ to resume oil output increases as Iran conflict rages

0
edit post
University of Iowa seeks to cut 7 degrees

University of Iowa seeks to cut 7 degrees

0
edit post
IRS Notice CP501 vs CP503: What’s the Difference?

IRS Notice CP501 vs CP503: What’s the Difference?

0
edit post
13 of the Best Places to Retire in Nevada

13 of the Best Places to Retire in Nevada

0
edit post
Nine killed as Iranian missile hits Beit Shemesh

Nine killed as Iranian missile hits Beit Shemesh

0
edit post
OPEC+ to resume oil output increases as Iran conflict rages

OPEC+ to resume oil output increases as Iran conflict rages

March 1, 2026
edit post
Who buys Bitcoin after five straight weeks of ETF outflows?

Who buys Bitcoin after five straight weeks of ETF outflows?

March 1, 2026
edit post
Nine killed as Iranian missile hits Beit Shemesh

Nine killed as Iranian missile hits Beit Shemesh

March 1, 2026
edit post
Gold, silver prices likely to soar tomorrow amid escalating Middle East war; what lies ahead?

Gold, silver prices likely to soar tomorrow amid escalating Middle East war; what lies ahead?

March 1, 2026
edit post
Why Ray Dalio, Scott Bessent and others are rallying around a ‘3% solution’ to the national debt

Why Ray Dalio, Scott Bessent and others are rallying around a ‘3% solution’ to the national debt

March 1, 2026
edit post
Psychology says the way someone behaves at an airport gate when their flight is delayed reveals the difference between people who complain and people who go quiet tells you almost everything about how they were taught to handle situations they can’t control

Psychology says the way someone behaves at an airport gate when their flight is delayed reveals the difference between people who complain and people who go quiet tells you almost everything about how they were taught to handle situations they can’t control

March 1, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • OPEC+ to resume oil output increases as Iran conflict rages
  • Who buys Bitcoin after five straight weeks of ETF outflows?
  • Nine killed as Iranian missile hits Beit Shemesh
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.