Agenda

Tuesday August 25, 2020
8:00 am -  Coffee and Mingle
9:00 am -   DealSource Meeting Begin
9:00 am -   Exhibit Booths & Networking Meetings      
10:00 am - Presentation
TAX PLANNING & MAXIMIZING CASH-FLOW DURING COVID 19 UNCERTAINTY
- sponsored by Cherry Bekaert
10:30 am - Coffee and Mingle
11:00 am -    Panel Discussion
THE PERILS OF WEARING MANY HATS
Best practices/conflicting duties/lender liability for PE groups wearing multiple hats (lender/equityholder/maybe board member) with a portfolio company, particularly when considering exercises of remedies.
- Sponsored By Smith Anderson
Noon -  Keynote       
The Business of Minor League Baseball - The Durham Bulls Story
1:30 pm -    Panel Discussion
Credit & Equity Perspectives for Businesses - Post COVID 19 - sponsored by Brooks Pierce
2:30 pm -  Panel Discussion    
What We've Learned from COVID - The Legal & Deal Structure Implications that Follow - sponsored by Fox Rothschild
3:00 pm -     Open Networking/Capital Connection
3:00 pm -     Coffee and Mingle
4:30 pm -     Wine Tasting * (registration required)
4:30 pm -     Escape Rooms (registration required)
Wednesday August 26, 2020
8:00 am - Coffee and Mingle
9:00 am  - DealSource Meeting Begin 
9:00 am -  Exhibit Booths & Networking Meetings
9:00 - 11:30 am - Networking Roundtable Sessions
No Meeting Scheduled? Gather at one of our Networking Roundtables for a discussion on a specific topic or an open table to informally network with other attendees.
  • 9:30 - Networking Roundtable (Plexus Capital)
  • 9:30 - Networking Roundtable (Wyrick Robbins)
  • 10:00 -  Credit Environment Amid a Pandemic Roundtable Discussion (TD Bank)Networking Roundtable (DataSite)
  • 10:00 - Networking with Bob Woosley, Host of the PE 360 Podcast - Roundtable Discussions (Frazier Deeter)
  • 10:00 - Portfolio Companies & Their Cyber Considerations - Roundtable Discussion    (Bernard Robinson)
  • 11:00 - CARES Act Impact on Portfolio Companies - Roundtable Discussion (CLA)
  • 11:00 - The Future of Transaction Management (DataSite)
  • 11:00 am - Portfolio Co. FP&A Roundtable Discussion (Sapling Financial)
Noon -      Closing Keynote
Investment Banking Panel - What's Next in the lower/mid-markets?
1:30 pm - Conference Concludes