DAY 1
February 10, 2026
PRIMARY SESSIONS DAY 1 | SPEAKERS��Michael Girdley & Kelcey Lehrich | Hiring CEOs: Expensive Lessons Learned
Dave Kline | What Your CEOs Struggle With The Most
Garth Fasano & Joe Gagnon | Headcount to a Platform, AI Arbitrage Playing Out In Real Business
Jason Cohen | Escaping The Growth Ceiling, Breaking Through The Forces That Are Quietly Capping Your Growth
7:00 AM BREAKFAST
8:00 AM PRIMARY SESSIONS DAY 1
11:00 AM ROLLING LUNCH & ACTIVITIES
2:00 PM BREAKOUT SESSIONS
4:30 PM FREE TIME
6:00 PM DINNER
8:00 PM NETWORKING ACTIVITIES
SCREENING ROOM
SUNDANCE REHEARSAL HALL
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REDFORD CONFERENCE CENTER
TIME & VENUE
DAY 1: BREAKOUT SESSIONS
February 10, 2026
2:00 PM | Tighe Burke | Show Me The Money: How To Pay Your Operators | Josh Richman | How Insurance Diligence Mirrors Business Diligence & SMB RWI | Hayden Cohen & Franco Pereyra | How to Hire LATAM Talent and Not Get Burned |
2:50 PM | Garth Fasano & Joe Gagnon | Implementing AI Inside a Real Business: Transforming an ETA Business Into a SaaS Platform and the Lessons Learned | Kelcey Lehrich | Blood in the Water: How to Source and Close Deep-Value Turnarounds | Cary Frieden | Right People, Right Seats: A Predictive Approach to Performance |
3:40 PM | Jason Cohen | Restarting Growth: Leveraging Your Natural Strengths, Focusing On Your Best Customers | Mark Edler | Quality of Earnings For Lower Middle Market Deals | Jack McCarthy | Real Estate Linked HoldCos: Lessons from running almond, pistachio and date farms |
DAY 2
February 11, 2026
PRIMARY SESSIONS DAY 2 | SPEAKERS��John Wilson | Bootstrapping to $10M in EBITDA
Peter Lang | The Programmatic M&A HoldCo
Jason Ehrlich | Partnering with Outside Investors to Accelerate HoldCo Growth
Sunil Agrawal | The Vertical Integration Journey
Chase Murdock | Reflections Five Years In: Building a Self-Funded Holding Company
7:00 AM BREAKFAST
8:00 AM PRIMARY SESSIONS DAY 1
11:00 AM ROLLING LUNCH & ACTIVITIES
2:00 PM BREAKOUT SESSIONS
4:30 PM FREE TIME
6:00 PM DINNER
8:00 PM NETWORKING ACTIVITIES
SCREENING
ROOM
SUNDANCE REHEARSAL HALL
REDFORD CONFERENCE CENTER
TIME & VENUE
DAY 2: BREAKOUT SESSIONS
February 11, 2026
2:00 PM | David Ciacchini & Nick Rowe | The Silent Risk in Your Portfolio: Surviving the Accounting Talent Cliff | Michael Girdley | How To Incubate Companies | Isabelle Fayad & Arman Hossain | Scaling Smarter: How CFOs Can Harness AI for Efficiency & Growth |
2:50 PM | John Wilson | Maximizing Value Through Organic and Inorganic Growth | Kevin Henderson | Legal Strategies for Multi-Business Operators | Ty Deemer | Building a Profitable Media Company That Fuels a HoldCo Portfolio |
3:40 PM | Chase Murdock | A Different Way to Build a Holding Company: Three Contrarian Approaches | Dave Kline | 6 Questions To Diagnose the Root Cause of Any Issue | Jordan Berger & Austin Taylor | The Restructuring War Room: An Owner's Field Manual for Surviving Distress |