The 2023 HBS ETA Conference is Sold Out!
The conference will take place in-person on the HBS campus, with breakfast beginning at 8am and the conference kicking off at 9am on Saturday, October 28th. Please plan to arrive by 800am so we can begin on time. Check-in is in Klarman Hall
Similar to previous conferences, there will be a networking reception from 6:00 to 8:00pm on Friday, October 27th in the Williams Room in the Spangler Center for those who can attend. Tickets for this reception are currently sold out.
Please Note: There are separate tickets for the conference and the networking reception. A ticket for the conference does not grant admittance to the networking reception the evening before.
Wine, beer, and appetizers are included in the price of the networking reception ticket. Breakfast, coffee, soft drinks, snacks, and lunch are included in the price of the conference ticket
2023 Conference Agenda
8:00 AM - 9:00 AM: breakfast
9:00 AM - 9:25 AM: Opening Keynote - Royce Yudkoff
9:25 AM - 9:40 AM: Myths of Search - Jim Sharpe
10:00 AM - 11:00 AM: EARLY Morning Panels
Industry Thesis Thinktank, moderated by Kent Weaver
Panelists: Aaron Perrine, Kevin Oxendine, Sara Rosenthal, Neal Jacobs
Sponsors: Live Oak Bank | Symphony Risk | Broadtree Partners | Mowery & Schoenfeld
Value Creation Strategies, moderated by Jay Davis
Panelists: Caroline Matthews, Mark Anderegg, Mark Agnew, Ryan McCostlin
Sponsors: Goodwin | Bank Prov | ETA Equity | BakerHostetler
Tactical Session: Service Providers - How to Get the Most Out of Your Deal Team, moderated by David Rosner
Panelists: Lisa Forrest, Andy Lock, Zach Duprey, Michael Kidd, Kevin Barton
CEO Deep Dive: Searching and Acquiring Abroad, moderated by Jim Sharpe
Featuring: Juan de Dios Aguilar at Puertas Globales
11:15 AM - 12:15 PM: Late Morning Panels
ETA Investor Perspectives, moderated by Royce Yudkoff
Panelists: Badge Stone, Kurt Leedy, Sandro Mina, Anthony Walker
Sponsors: Parkside | Choate | Baker Newman Noyes | HMB Legal
Getting Started in Search Fund Investing, moderated by Max Artz
Panelists: Hannah Barrett, Nick Qiu, Saumil Jariwala, Vincent Vo
Sponsors: Bank Prov | Symphony Risk | BakerHostetler | Goodwin
Tactical Session: Work/Life Balance and Mental Health as a CEO/Searcher, moderated by Jim Sharpe
Panelists: Tyler Hogan, Katie Laidlaw, Steve Divitkos, Paige Sopcic
Sponsors: ETA Equity | Broadtree Partners | Live Oak Bank | HMB Legal
CEO Deep Dive: Executing a Large Deal and Managing a Complex Services Business, moderated by GJ King and Will Bressman
Featuring: Sam Krieg and Hill Hamrick at CSW
Sponsors: Baker Newman Noyes | Choate | Mowery & Schoenfeld | Parkside
12:15 PM - 1:30 PM: Lunch
1:30 PM - 2:30 PM: Early Afternoon Panels
Structuring a Self-Funded Deal, moderated by Jim Sharpe
Panelists: Rahul Bansal, Anthony Bucci, Sarah Moore, Patrick Dunagan
Attracting Talent in a Small Business, moderated by Jason Pananos
Panelists: Promise Okeke, Diana Sterne, Daryl Lontz
Sponsors: Mowery & Schoenfeld | Bank Prov | ETA Equity | Symphony Risk
Tactical Session: Searching Without Acquiring, moderated by Steve Divitkos
Panelists: Matthew Zucker, Charles Burckmyer, Ramiro Alfaro, Jordan Rose
Sponsors: Baker Newman Noyes | Parkside | Broadtree Partners | Choate
CEO Deep Dive: Building Through Aquisition, moderated by Jay Davis
Featuring: Courtney Ellenbogen and Faraz Karbasi at Aesthetic Partners
3:00 PM - 4:00 PM: Late Afternoon Panels
Alternative ETA Strategies (Roll-up, Holdco, Fundless Sponsor, Franchising), moderated by Andrew Saltoun
Panelists: Trish Higgins, Alex de Pfyffer, Justin Vogt, Michael Horowitz
Sponsors: Goodwin | Parkside | Mowery & Schoenfeld | Symphony Risk
Challenges as a First Time CEO and the First 100 Days, moderated by David Dodson
Panelists: Mike Arblaster, Courtney Dunn, Jason Jackson, Anthony Runco
Sponsors: ETA Equity | Broadtree Partners | Baker Newman Noyes | Bank Prov
Tactical Session: Interns, Sourcing, and Outreach, moderated by Lacey Wismer
Panelists: Lori Harrington, Hannah Greenberg, Promise Okeke, Michael Simms
Sponsors: Live Oak Bank | HMB Legal | Choate | BakerHostetler
CEO Deep Dive: Running a Remote Vertical Market SaaS Businsess as a Non-Technical CEO, moderated by Greg Geronemus Featuring: Betsy Harbison at Softtrip
Sponsors: BakerHostetler | HMB Legal | Live Oak Bank | Goodwin
4:10 PM - 5:00 PM: Closing Keynote
Alex Sloane and Matt Perelman, Garnett Station Partners, moderated by Royce Yudkoff