Cross Border M&A Symposium

2015 INTERNATIONAL FINANCIAL FORUM
NEW YORK
FEATURING THE 7TH ANNUAL INTERNATIONAL M&A AWARDS
APRIL 27/28, 2015
The M&A Advisor was founded in 1998 to offer insights and intelligence on M&A activities.
Over the past seventeen years, through our research, reporting, publishing and summits, we
have established the world’s premier network of mergers and acquisitions, restructuring and
finance professionals.
The International Financial Forum is a private invitation-only summit that will take place on April 27-28 in New
York, NY, and will be comprised of two feature events: the Cross Border M&A Symposium and the 7th Annual
International M&A Awards.
Cross Border M&A Symposium
Transnational Dealmaking in The Era of Reglobalization and Technological Innovation
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TUESDAY APRIL 28 | 7:30 AM – 5:00 PM
New York Athletic Club – New York, NY
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Now celebrating its 5th year, the Cross Border
M&A Symposium was formed in 2010 to provide an
exclusive annual forum for the leaders of the global
mergers and acquisitions community.
Two significant trends are currently affecting
international investment strategies and the
advancement of cross border M&A. The 2015
Cross Border M&A Symposium will study in tandem:
1. “reglobalization” and the resulting growth in
transnational dealmaking; and II. the advancement of
technology as a sector and the effect of technological
innovation on all geographies and industries. Independently, these trends warrant thoughtful focus and attention.
Their inter-relationship has inspired the theme for this year’s “think tank forum” – Transnational Dealmaking in The
Era of Reglobalization and Technological Innovation.
On April 28, leading US and international M&A professionals, financial markets experts and technology company
leaders from over 25 countries, led by a faculty of over 50 industry stalwarts, will assemble at the New York Athletic
Club to participate in the Symposium’s exclusive interactive sessions. The delegates and faculty in attendance
will include Executive Management; Principals; Directors and Partners of US and international investment firms
including private equity, hedge fund, family offices, and institutional investors; investment banking advisors; corporate
leadership; legal advisors; consultants; political influencers and policy makers; academics; and the major global
business media.
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“Each M&A Advisor Summit is a remarkable edifice – a finely working multi-level network of strategic alliances.”
Lee M. Elman, CEO, Elman Investors, Inc.
THE SYMPOSIUM FACULTY FEATURES:
Hany Fam
Carlos Moreira
PRESIDENT
MASTERCARD ENTERPRISE
PARTNERSHIPS
CEO
WISEKEY
THE SYMPOSIUM FACULTY INCLUDES:
Larry Seruma
CHIEF INVESTMENT OFFICER
AND MANAGING PRINCIPAL
NILE CAPITAL MANAGEMENT
Euan Rellie
CO-FOUNDER
SR. MANAGING DIRECTOR
BDA PARTNERS
Pavle Sabic
DIRECTOR
CREDIT MARKET DEVELOPMENT
S&P CAPITAL IQ
Florian Funk
DIRECTOR
EQT PARTNERS
Marshall Sonenshine
CHAIRMAN
SONENSHINE PARTNERS
PROFESSOR
COLUMBIA UNIVERSITY
Jeffrey Wells
EXECUTIVE DIRECTOR OF
CYBER DEVELOPMENT, MARYLAND
DEPARTMENT OF BUSINESS &
ECONOMIC DEVELOPMENT
Gregory Bedrosian
CEO
REDWOOD CAPITAL
Pavlo Protopapa
CHAIRMAN AND CEO
SPACECODE
Lawrence Goodman
HEAD OF M&A PRACTICE
CURTIS, MALLET-PREVOST, COLT
& MOSLE LLP
Selig Sacks
CO-CHAIR
INTERNATIONAL PRACTICE
FOLEY & LARDNER
Jake Bright
AUTHOR, THE NEXT AFRICA
WHITEHEAD FELLOW OF THE
FOREIGN POLICY ASSOCIATION
Nicole Y. Lamb-Hale
SENIOR VICE PRESIDENT
ALBRIGHT STONEBRIDGE GROUP
Ira Cohen
CHAIRMAN
SIGNAL HILL INDIA
Hani Ramadan
MANAGING DIRECTORHEAD OF
PRINCIPAL INVESTMENTS
WAHA CAPITAL
Ceasar N. Anquillare
CO-FOUNDER,
CHAIRMAN AND CEO
WINCHESTER CAPITAL
Andrew Rice
SR. VICE PRESIDENT
THE JORDAN COMPANY
Pimm Fox
NEWS ANCHOR OF TAKING STOCK
BLOOMBERG TELEVISION
Henny Sender
CHIEF CORRESPONDENT INTERNATIONAL FINANCE
FINANCIAL TIMES
Bob Stefanowski
CEO
DFC GLOBAL - A LONE STAR
COMPANY
Tom Speechley
PARTNER AND HEAD OF
NORTH AMERICA
THE ABRAAJ GROUP
Danil Kerimi
DIRECTOR, HEAD OF ICT
GOVERNMENT COMMUNITY
WORLD ECONOMIC FORUM USA
James E. Bunn
SENIOR MANAGING DIRECTOR
HEAD OF INVESTMENT BANKING
RAYMOND JAMES
Daniel Bases
SENIOR CORRESPONDENT
THOMSON REUTERS
Jaime Malet
CHAIRMAN
U.S. CHAMBER OF COMMERCE, SPAIN
Nnamdi Chiekwu
FOUNDER AND MANAGING PARTNER
NAMDEX
Albert Notini
MANAGING DIRECTOR
NEW MOUNTAIN CAPITAL
Rene-Pierre Azria
SENIOR PARTNER
LIONTREE ADVISORS
Bob Profusek
PARTNER & HEAD OF M&A
JONES DAY
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“The M&A Advisor is a preeminent thought leader in international finance and M&A. It has provided me with an
extraordinary network of dealmakers and colleagues.”
Selig Sacks, Co-Chair, International Practice Group, Foley & Lardner
With feature Keynote Addresses, Interviews and Stalwart Roundtables sessions on:
• The Next Africa
• Reglobalization – The Transnational Economic Era
• Global Deals/Local Challenges
• Cybersecurity and The Internet of Things
• Best Practices of The Best Global Dealmakers
• M&A In The Global Growth Markets
To view the last year’s (2014) profile of the 2014 International Financial Forum Click Here.
7th Annual International M&A Awards
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TUESDAY APRIL 28 | 6:30 PM – 11:00 PM
New York Athletic Club – New York, NY
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Established in 2009, the 7th Annual International M&A
Awards is the benchmark for excellence in M&A cross
border deal-making. Held at The New York Athletic
Club on the evening of April 28, this black tie gala
featuring the Chairman’s Reception, Gala Dinner and
the Dealmaker’s Closing Party is a perennial sellout.
The awards will recognize the leading Cross Border
Transactions, Restructurings, Deal Financings, Products
and Services, Firms, and Dealmakers from around the
world. In addition to celebrating the accomplishments
of the top performers of the year, the program will
recognize the international M&A pioneers from around
the world with the presentation of the 2015 M&A
Leadership Awards.
To view the press release announcing this year’s Awards Finalists Click Here
To view a list of participating companies Click Here.
The Forum Agenda
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MONDAY, APRIL 27, 2015
6:00 – 7:30 pm
Opening Cocktail Reception
TUESDAY, APRIL 28, 2015
CROSS BORDER M&A SYMPOSIUM
7:30 – 8:30 am
Breakfast
8:30 – 11:40 am Cross Border M&A Symposium
- Morning Sessions
11:40 – 12:00 pm M&A CONNECTS Networking Break
12:00 – 12:50 pm Luncheon
1:00 – 3:50 pm
Cross Border M&A Symposium
- Afternoon Sessions
4:00 – 5:00 pm
M&A CONNECTS Reception
7TH ANNUAL INTERNATIONAL M&A AWARDS
6:30 – 7:30 pm
Chairman’s Reception
7:30 – 9:30 pm
Awards Gala Dinner
9:30 – 11:00 pm Closing Party
To view a detailed agenda Click Here
REGISTER NOW
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“BDA has grown its advisory service revenues, year after year, by aligning ourselves with the M&A Advisor, and by
networking with the stellar faculty and delegates.”
Euan Rellie, Co-Founder and Senior Managing Director, BDA Partners
The M&A Advisor-Leading The Industry For 17 years
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The M&A Advisor, founded in 1998 to offer insights and intelligence on M&A, is today the world’s premier
leadership organization for M&A, restructuring and financing professionals. For over 17 years, the organization
has been reporting on, presenting, and facilitating connections between the industry’s top performers across the
globe.
Faculty. The company counts over 500 notable dealmakers, media, academics and policy makers in its’ current
faculty. Click Here to view a partial list.
Hall of Fame. The M&A Advisor recognizes industry stalwarts, whose contribution to the industry is exemplary,
with their Lifetime Achievement and Leadership Awards. Click Here to view the Hall of Fame honorees.
MandA.TV. With MandA.TV, The M&A Advisor reports en key industry issues and interviews the dealmakers
who are making the news. Click Here to view past MandA.TV interviews.
Testimonials. The M&A Advisor is recognized globally, by industry stalwarts, for the significance of their role in
recognizing and connecting the market leaders. Click Here to view testimonials.
To learn more about the International Financial Forum contact Liudmila Pisareva, Leadership Services
Manager, The M&A Advisor, at 718 997 7900 or [email protected]
In Alliance with:
Sponsored by:
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“The M&A Advisor’s Symposiums give participants access to premium caliber international deal makers and provide
the platform for connecting with Distinguished Faculty Members. I have found these professional exchanges have
been the basis of numerous successful transactions over the years.
As a former judge of the M&A Advisor Awards, I know that the winning transactions and firms have been evaluated
against the highest professional standards.Those fortunate enough to become winners of the M&A Advisor Awards
have reached the pinnacle of their careers.”
John K. Castle, Chairman, Castle Harlan
Since 1998, The M&A Advisor has been serving the world’s leading
mergers and acquisitions, financing and turnaround professionals.