Transaction Advisors Institue M&A Conference 2024 | Transaction Advisors Institute | 20 March 2024 | Wharton San Francisco, 2 Harrison St floor 6, San Francisco, CA 94105, USA

This prestigious annual conference assembles corporate development leaders, in-house M&A counsel, and private equity investors to discuss current challenges impacting complex transactions and learn about innovative methods to improve deal performance.

The cross-disciplinary agenda will be unpacked by a diverse speaking faculty from various industries and regions, who will share first-hand experiences, best practices, and guidance from their vast M&A experience.

Who Should Attend

This conference is solely for public-company corporate development and integration leaders, in-house M&A counsel, chief financial officers, chief executive officers, board members, and private equity investors. If you are a qualified corporate M&A professional, this Justification Letter can be used to convey the benefits of attending this important Conference. This conference is not open to M&A advisors or M&A service providers. Registrations for individuals who are not in-house M&A professionals will be canceled and refunded, less a $100 bank fee. The proceedings are closed to the media.

2024 Speakers

Craig Lange
Vice President - Strategy & Business Development, Caterpillar

James Harris
Principal, Corporate Development Integration, Google

Daniel Friedman
Managing Director & Senior Partner; Global Leader of Transactions & Integrations, BCG

Carlos Rivas
Director & Associate General Counsel, M&A, Instacart

Ravi Mahesh
Director, Senior Corporate Counsel, M&A, Salesforce

Dave Daetz
Senior Vice President Corporate Development, Netskope

Chris Moore
M&A Partner, Cleary Gottlieb (Chair)

Jeff Hennig
Vice President, Corporate Development, AMD

Michael Janis
Strategy and Corporate Development, Agilent

Jann Lau
Senior Director, Corporate Development, PayPal

J. Neely
Senior Managing Director and Global M&A Lead, Accenture Strategy (Chair)

William Diaz
Chief Antitrust Counsel, Amgen

Angela Yoon
Director, Competition and Regulatory, LinkedIn

Chris Ries
Director & Associate General Counsel, Competition Law, Hewlett Packard Enterprise

Mary Lehner
Antitrust Partner, Freshfields (Chair)

James George
Executive Director, J.P. Morgan Chase (Chair)

Ashish Tuli
Vice President, Head of Corporate Development Strategy, Intel

Sulagna Mukherjee
Partner, Deals (M&A Advisory), PwC (Chair)

Paul Castor
Vice President and Chief Corporate Counsel, Viasat

Barnaby Gibson
Senior Director, Legal - Mergers and Acquisitions, ServiceNow

Rishab Kumar
M&A Partner, Cooley (Chair)

Jonathan Duckles
Partner, Head of Fund Transactions (Legal), SoftBank

Brad Marzullo
Vice President - M&A | Strategic Partnerships, DaVita

Alex Marquez
Global Managing Director, Head of Experian Ventures, Experian

Omar Alam
Vice President, M&A Legal & Associate General Counsel, Salesforce

Michael Dorf
M&A Partner, A&O Shearman (Chair)

Evan Johnson
Senior Corporate Counsel, Hewlett Packard, Inc.

Naomi Ogan
Vice President, Associate General Counsel - Mergers and Acquisitions, Fortive

John Fisher
Partner, Head of U.S. Technology and Life Sciences M&A, Freshfields (Chair)

Purvi Shah
Director HR M&A, Applied Materials

Shari DelCarlo
Senior Director, HR M&A, LinkedIn

Susan Neunaber
Lead, Integration Office and Executive Director, Corporate Development, Merck

Dhruv Mehra
Partner, Private Equity & M&A Advisory Services, US & Canada, Mercer (Chair)

Kathie Resteiner
Managing Director, Corporate Development, Intel

Victoria Shaw
Head of M&A Integration, Intuit

Lindsay Seefeldt
Director of Corporate Development Integration, Meta