Dates: October 23 - 25, 2024
Location: Miami, Florida
The Steering Committee welcomes up to 48 experienced private equity in-house lawyers and elite-level private practice advisors who are proficient in the negotiation, structuring and execution of private equity mergers and acquisitions across the US.
Using candid, peer-driven discussion, this Forum explores key private equity M&A trends and developments, to discern best practices and strategies for successfully negotiating and completing transactions.
This advisory group of leading practitioners drafted the Agenda and personally nominated all invitees to the Forum.
Mr. Waxman is a Partner within the Ares Private Equity Group. Mr. Waxman works on both the acquisition and disposition of ACOF portfolio assets and assists portfolio companies in dealing with significant legal issues. Prior to joining Ares in 2016, he was a Partner at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates, where he practiced for more than 30 years. Mr. Waxman holds a B.A. from the University of California Los Angeles in Economics and a J.D. from The University of California Davis School of Law.
Paul Dali is a Managing Director and Group General Counsel, M&A and Investments at EQT. Paul joined EQT in 2013 and is based at the Stockholm office. Prior to joining EQT, Paul worked as an M&A lawyer at law firms Vinge and Linklaters, in Stockholm, Sweden.
Paul holds an LLM (Master of Laws) from the University of Stockholm, Sweden.
Emma is Senior Forum Director and Financial Services Lead at Cambridge Executive Connections (CEC), a subsidiary of Cambridge Forums, Inc. Naturally curious and a lifelong learner, Emma has developed and managed a variety of meetings in both the profit and non-profit sectors. Before joining Cambridge, Emma was Assistant Vice President, Global Marketing at State Street in Canada, where she spent close to two decades of her career, offering her a great depth of knowledge and understanding of the financial and investment sectors. In Emma’s current role, she leads CEC’s Financial Services portfolio, including programs for institutional investors, banking, private funds, risk, and governance professionals.
The Forum offers a private environment for leading legal practitioners to share insights on market practices and build valuable connections with key players from across Canada and the US.
"The opportunity to engage with colleagues in a candid, informal setting is incredibly valuable and unique to the Forum. It is an excellent place to exchange ideas and learn from industry leaders on a broad range of relevant topics."
Brett Saulnier Associate General Counsel OPTrust Toronto, ON"The Forum gave me the opportunity to connect with both internal and external lawyers in the same industry to share thoughts and experiences on the market, opportunities and challenges - all in the context of a unique format that encouraged excellent discussion."
Kristen Haase Managing Partner, Private Equity Brookfield Asset Management New York, NY"The Forum was a great opportunity to reflect on industry trends with colleagues and clients in an open yet small environment often making friends with people outside the formality of work."
Jonny Myers Global Head Private Equity Clifford Chance London, United Kingdom"The open discussion format of the Forum combined with the size and makeup of the participants made for candid and thoughtful conversations. Hearing from peers how they are thinking about the same issues I'm currently facing was incredibly valuable."
Megan Ward Spelman Partner Paul Weiss New York, NYHear how our participants describe the practical benefits of our forums.