AGENDA

WEDNESDAY, JULY 31:  KICK-OFF RECEPTION

4:00 pm I Davis Wright Tremaine at Madison Centre – Rooftop Deck

Conference Kick-off Happy Hour Reception  

 

THURSDAY, AUGUST 1:  CONFERENCE

7:00 am I Foyer

Conference Check-in

 

8:00 am I Ballroom 

Dealmakers Breakfast

 

9:00 am Ballroom 

Welcoming Remarks

Terry Cook, CEO and Managing Principal, Parcion Private Wealth

 

M&A Financing and Market Update Session

Join leading M&A professionals as they explore the M&A and leveraged finance marketplace with special report by PitchBook. Panel features: Michael Blue, Regional Credit Risk Executive, Bank of America; Brian Erke, Partner, Westward Partners; Blair Holert, Portfolio Manager, Progeny 3, Inc.; Mitchell Reed, Managing Director, Prudential Private Capital; Nizar Tarhuni, Vice President of Institutional Research & Editorial, PitchBook; and moderated by Josh Garner, Managing Director, BMO Middle Market M&A.

 

10:15 am I Espresso Break - Foyer

 

10:30 am I Ballroom

How Family and Private Businesses are Navigating the Market - Why Diverse Boards Matter Session

Join northwest corporate board leaders as they discuss how family and private businesses are navigating the market and why diversity of thought matters. Panel features: Colleen Brown, Director, TrueBlue, Port Blakely Companies, and Big5 Sporting Goods Corporation; Phyllis Campbell, Director, Remitly, Air Transport Services Group; Karen Clark Cole, Co-Founder and Former CEO, Blink UX; Lisa Nelson, Director, Brooks Running, Destiny, Astra, Banqer, Seattle Bank; and moderated by Kathleen Carbone, Principal, Director of Advisory, Senior Family Advisor, Parcion Private Wealth. 

 

12:00 pm I Ballroom 

Keynote lunch with Brian Belski, Chief Investment Strategist, BMO Capital Markets

 

1:30 pm I Networking & Meetings

Capital Connection PE Firms & Sponsors – Garden

General Attendees – Foyer, Mezzanine, Lobby

Y20 - Young Professionals Roundtable with Brian Belski - Garden

 

4:00 pm I Garden 

Closing Happy Hour

 

5:00 pm I The Capital Grille Restaurant 

Dealmakers Dinner

 

Event Details

When:

August 1, 2024 8 AM - 5 PM PDT