Level Up Summit

Welcome Drinks & Ice Breaker

Start of Summit

Breakfast

Welcome & Market Overview + Bankers Panel

Ben Levin, Co-founder & CEO Level Equity with Brendan Ryan, Co-Head Technology & Services, Investment Banking at Raymond James Financial; Jason Auerbach, Managing Director and Global Head of Technology Investment at Moelis & Company; Jeff Bistrong, Senior Managing Director at Guggenheim Partners; Scott Twibell, Managing Director / Global Co-Head Technology at Lincoln International

Metrics That Matter

Ray Carey, Head of NextLevel Operations, Level Equity with Steve Newman, President, RFK Racing

Is Your Apple Big Enough For Two Bites?

Steve Waters, Managing Partner & Chief Strategy Officer, Thinktiv

Lunch

Breakout Sessions

The “Data Cube”: Building and Using To Drive Value Unlocking AI Success: Savvy Moves for Long-Term AI Value Creation Challenging & Championing Your CRO: Driving Predictable Growth Maximizing Value: Planning for Diligence, Integration and Exit Readiness ICP 2.0: (Re)defining Your Target Customers Unlocking Value Across Your Customer Journey

How I Sold That

Ray Carey, Head of NextLevel Operations, Level Equity with Anthony Brooks-Williams, former CEO of HVR and current Board Observer of Fivetran (acquired HVR); Eric Giesecke, CEO of Planet DDS; Jonathan Morse, Founder and CEO of Tripleseat; Peter Lilley, former CEO of Instaclustr and current Vice President and General Manager NetApp Instaclustr

Closing Remarks

End of Summit