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: Evolving Landscape
- Regulatory, Policy, and Tax Updates
This program will be held in-person only.
Mayer Brown will seek accreditation for this program in CA, IL, NY, NC, UT, and VA. CLE credit is pending.
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
For additional information, please contact Julia DeWulf at JDeWulf@mayerbrown.com or +1 312-701-7046.
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, Department of XYZ; 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
- Matt Homer, General Partner, Department of XYZ; board member,
- 3:45 - 4:15 PM
MORTGAGE TECH: EVOLVING LANDSCAPE
- Ashwin Mago, Director of Mortgage Digital and MIS, Flagstar Bank
- Nina Flax, 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 - 5:25 PM
REGULATORY, POLICY AND TAX UPDATES
- Warren Payne, Partner, Mayer Brown
- Jeffrey Taft, Partner, Mayer Brown
- Andrew Olmem, Partner, Mayer Brown
- 5:25 - 5:30 PM
Closing Remarks
- 5:30 - 7:00 PM
Networking Reception
