Januar 14. 2025

Mayer Brown and KBW Financial Services M&A Forum

Speakers:

Please join Mayer Brown and KBW for an engaging half-day forum focusing on trends and developments in financial services M&A; featuring industry leaders‘ insights into strategic partnerships, digital assets, mortgage technology, and regulatory updates; and concluding with a networking reception.

Topics will include:

Strategic Partnerships: Exploring Interconnections Among Private Credit, Insurance Companies, and Banks
M&A and Digital Assets: The Role of M&A in the Convergence of Traditional Financial Services and Blockchain / Digital Assets
Mortgage Tech: The Evolving Landscape
Regulatory, Policy, and Tax Updates
Fireside Chat with FTC Commissioner Holyoak

Guest Speakers: Brent Rhodes, Apollo; Jonathan Bock, Blackstone; Ashwin Mago, Flagstar Bank; David Golub, Golub Capital; Matt Homer, Department of XYZ; Ted Conway, KBW Investment Bank; John Guzzo, KBW Investment Bank; Al Laufenberg, KBW Investment Bank; Paul McCaffery, KBW Investment Bank

TUESDAY, JANUARY 14, 2025

1:30 p.m. – 2:00 p.m. Registration
2:00 p.m. – 5:30 p.m. Program
5:30 p.m. – 7:00 p.m. Networking Reception

LOCATION

Mayer Brown
1221 Avenue of the Americas
New York, New York 10020

Agenda

1:30 - 2:00 PM
Registration
2:00 - 2:05 PM
Welcome Remarks
2:05 - 3:05 PM
STRATEGIC PARTNERSHIPS: EXPLORING INTERCONNECTIONS AMONG PRIVATE CREDIT, INSURANCE COMPANIES AND BANKS
- Brent Rhodes, Managing Director, Apollo
- Jonathan Bock, Sr. Managing Director, Blackstone
- David Golub, President, Golub Capital
- JP Bernard, Partner, Mayer Brown
- Joe Castelluccio, Partner, Mayer Brown
- Al Laufenberg, Managing Director, KBW Investment Bank
3:05 - 3:15 PM
Networking Break
3:15 - 3:45 PM
M&A AND DIGITAL ASSETS: THE ROLE OF M&A IN THE CONVERGENCE OF TRADITIONAL FINANCIAL SERVICES AND BLOCKCHAIN / DIGITAL ASSETS
- Matt Homer, General Partner, The Venture Dept.; board member,
  Gemini Trust Company and Standard Custody & Trust Company (a
  Ripple company)
- Joe Castelluccio, Partner, Mayer Brown
- Paul McCaffery, Managing Director, KBW Investment Bank
3:45 - 4:15 PM
MORTGAGE TECH: The EVOLVING LANDSCAPE
- Ashwin Mago, Director of Mortgage Digital and MIS, Flagstar Bank
- Brad Peterson, Partner, Mayer Brown
- Lauren Pryor, Partner, Mayer Brown
- Ted Conway, Managing Director, KBW Investment Bank
- John Guzzo, Managing Director, KBW Investment Bank
4:15 - 4:25 PM
Networking Break
4:25 - 4:55 PM
REGULATORY, POLICY AND TAX UPDATES
- Warren Payne, Partner, Mayer Brown
- Jeffrey Taft, Partner, Mayer Brown
- Andrew Olmem, Partner, Mayer Brown
4:55 - 5:25
FIRESIDE CHAT WITH FTC COMMISSIONER HOLYOAK
- Melissa Holyoak, Commissioner, Federal Trade Commission (FTC)
- Andrew Olmem, Partner, Mayer Brown
5:25 - 5:30 PM
Closing Remarks
5:30 - 7:00 PM
Networking Reception