2015 SAA Conference Agenda Announcement

Schedule of Events

Wednesday, May 13th

7:00 pm                SAA Board Meeting and Dinner (Itta Benna Restaurant)

Thursday, May 14th

AM/PM                 Arrivals and Registration into Westin Memphis Beale Street Hotel

10:00 am             Golf at the Memphis Country Club (Optional)

5:45 pm               Shuttle Service Begins for SAA Welcome Dinner (Westin Lobby)

6:00 pm              ArtsMemphis– National Ornamental Metal Museum                 

7:30 pm               Dinner Reception- National Ornamental Metal Museum

Friday, May 15th

7:00   am              Breakfast – Westin Beale Street Hotel

8:00   am              Welcoming and Opening Remarks

8:05   am              Equity Capital Markets Panel Discussion

                                    Phil Drury – MD & Co-Head of ECM, Citigroup

                                    Paul Wright – MD, JP Morgan

                                    Sumit Mukherjee- MD, Bank of America Merrill Lynch

                                    Scott Kinloch – MD, Barclays Capital Markets

                                    Moderator- Daniel Harris, MD and Head of IR, Carlyle

 9:15 am                Business Development Company Panel Discussion

                                     Capitala

                                    CM Finance

                                    Triangle Capital

                                   Moderator- Rich Kendrick, Cap Markets Co-Head, Stifel

10:15-10:30am  Networking Break

10:30 am             How Blockchain Tech Will Transform Financial Markets

                                    Tom McGovern- Managing Director, Idealab

11:15 am               US Foreign Policy and Its Effect on Capital Markets

                                    Vance Serchuk, Executive Director, KKR Global Insitute

12:15 pm             Adjourn

1:00 pm               Lunch at the World Championship of BBQ (Optional)

1:00 pm               Golf at Memphis Country Club (Optional)

7:00 pm               Dinner at the Gus’s World Famous Fried Chicken (Optional)

Saturday, May 16th

AM                       Departures

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Equity Capital Markets Panel Announcement at SAA Memphis in May

The SAA is proud to announce its ECM Panelists and Moderator for our Conference at Memphis in May.

Phil Drury – Managing Director & Co-Head of ECM, Citigroup

Paul Wright – Managing Director, JP Morgan

Sumit Mukherjee- Managing Director, Bank of America Merrill Lynch

Scott Kinloch – Managing Director, Barclays Capital Markets

Moderator- Daniel Harris, Managing Director and Head of Public Investor Relations, Carlyle

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SAA 2015 Conference Key Note Speaker- Vance Serchuk, Executive Director of the KKR Global Institute

Vance_Serchuk_square

Vance Serchuk (New York) joined KKR in 2013 and is executive director of the KKR Global Institute. Prior to joining KKR, Mr. Serchuk served for six years as the senior national security advisor to Senator Joseph Lieberman (I-Connecticut). In this capacity, he worked on a broad range of international issues, including comprehensive sanctions legislation, the U.S. rebalance to the Asia-Pacific, and the U.S. response to the Arab Spring, traveling to over 60 countries in Asia, Africa, the Middle East, and Latin America. From January to July 2013, he was a Council on Foreign Relations-Hitachi International Affairs Fellow, based in Japan, and a monthly columnist for the Washington Post. His writings have also appeared in the New York Times, Wall Street Journal, and Los Angeles Times. Mr. Serchuk is a summa cum laude graduate of Princeton University, holds a JD from Yale Law School, and was a Fulbright scholar in the Russian Federation.

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Save the Date! The SAA 2015 Memphis in May Conference May 14th – May 16th

The SAA is proud to announce this year’s 2015 Conference to be held at the Westin Memphis Beale Street Hotel.  Our welcome reception will start at 6:00pm CST at the National Ornamental Metal Museum curated by ArtsMemphis on Thursday, May 14th and conclude with a dinner at Gus’s World Famous Fried Chicken on Friday, May 15th.  The conference and meetings will coincide with the uniquely American tradition known as the Memphis in May World Championship in Barbeque.  Our conference meetings will focus on subject matters such as ECM, BDCs, MLPs, and Foreign Policy/Venture Capital.

Thursday, May 14th until Saturday, May 16th

Welcome reception starting at 6:00pm CST on Thursday, May 14

Departures on Saturday morning May 16th

The Westin Memphis Beale Street Hotel

170 Lt. George W Lee Ave

Memphis, TN 38103

Limited Hotel Rooms are Available at the Westin, so please book reservations here:

https://www.starwoodmeeting.com/events/start.action?id=1412188591&key=71EF783

We hope to see all of you in Memphis!!

The SAA Board

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Updated: 2014 SAA Conference Agenda

Schedule of Events

 

Wednesday, May 14th

7:00 pm                SAA Board Meeting and Dinner (Itta Benna Restaurant)

 

Thursday, May 15th

AM/PM                 Arrivals into Westin Memphis Beale Street Hotel

12:45 pm              Meet at the Westin Lobby for Golf (Memphis Country Club) – Optional

6:00 pm                Cocktails at the Lillie’s Q Tent (Lobby of the Westin Hotel)

7:30 pm                Dinner at Lillie’s Q Tent – SAA Welcome Dinner

 

Friday, May 16th

7:30   am              Breakfast Meeting – Westin Beale Street Hotel

8:00   am              Welcoming Comments- John Williams and Jay Park

8:05   am              Syndicate / ECM Panel

                  Rich Kendrick – Senior MD, Co-Head of Capital Markets, Stifel

                  Bill McLeod – Co-Head of Equity Capital Markets, Stifel

                  Scott Kinloch – Managing Director, Barclays Capital Markets

                  Brit Stephens – Managing Director, DA Davidson

                  Jen Caruso – Director, Royal Bank of Canada

                  Moderator- John Williams, Managing Director, SunTrust

 9:15 am                Jobs Act Panel

      Congressman Stephen Fincher (R-Tennessee) Author of the 2012 JOBS Act

      John Good- Partner, Morrison & Foerster, Capital Markets Practice

10:15am              Break

10:30 am            CEO Panel- Key Note Speakers

                    Ron Kruszewski- Chairman & CEO Stifel Nicolaus & Company

                    Paul Purcell- Chairman & CEO Robert W. Baird & Co.

                    Curt Bradbury, COO Stephens Inc.

11:30 am              Adjourn

12:30 pm              SAA Luncheon at Felicia Suzanne’s or Golf (Optional)

12:45 pm              Meet at the Westin Lobby for Golf (Memphis Country Club) – Optional

3:00 pm               VIP Tour of the National Civil Rights Museum (Optional)

7:00  pm              Dinner at the Gus’s World Famous Fried Chicken (Optional)

9:00  pm              Beale St Experience (Optional)                                                                   

 

Saturday, May 17th                            

10:30 am              Breakfast Meeting (Optional) – Arcade Restaurant

Departures

 

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SYNDICATE ASSOCIATION AGENDA AND SPEAKER ANNOUNCEMENT

Itinerary: 

Thursday, May 15th-

Arrivals during the Day at the Westin Memphis Beale Street Hotel

Welcome Dinner and Reception at the Memphis in May World Championship BBQ Contest

Friday, May 16th-

Equity Capital Markets Panel

            -Rich Kendrick, Stifel Nicolaus Weisel

            -Bill McLeod, Stifel Nicolaus Weisel

            -Kent Nelson, Raymond James

            -Jen Caruso, RBC

            -Brit Stephens, DA Davidson

            -Scott Kinloch, Barclays

Jobs Act Panel

            -Congressman Stephen Fincher (R- Tennessee) author of the 2012 JOBS Act

            -John Good, Partner at Morrison & Foerster, Corporate Finance practice

CEO Panel

           -Curt Bradbury, COO Stephens Inc.

-Ron Kruszewski, Chairman & CEO Stifel Nicolaus & Company

          -Paul Purcell, Chairman & CEO Robert W. Baird & Co.

Saturday, May 17th-

Departures

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Conference Dates Announced for 2014!!!

The Syndicate Association is excited to present another exciting and informative conference in Memphis from Thursday, May 15th to Friday, May 16th.  Please mark your calendars, and note that this event will be something that you will not want to miss!!!  We  are sponsoring the Lillie’s Q BBQ team that will compete in the shoulder competition this year.

“Improve your Equity Capital Markets/Syndicate IQ while you dine on some Q.”

See you there!!!

The SAA

The Front Door of Gus's in Downtown Memphis

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