Value-Add Network Strategy

Kayne Partners Summit

Kayne Anderson's growth capital group hosts a biennial conference for its management teams.

Our Goal

Providing management teams the chance to network with operating partners, industry executives, vendor partners, and Kayne Anderson. Sharing ideas, best practices and discussing common challenges which influence the growth trajectories of their respective businesses.

Main Stage

March 2, 2023

DE&I: The Catalyst for Positive Change Within Your Organization

Nishita Cummings

Managing Partner, Co-Head of Growth Capital, Kayne Partners

Lorenna Buck, MD

Managing Director, Ariel Alternatives

Patrick Spence

CEO, Sonos

Jocelyn Mangan

CEO & Founder, Him for Her

Unlocking Growth in Uncertain & Inflationary Times

Eddie Hartman

Partner, Simon-Kucher

Recession Proofing Growth Through Marketing

Andy Lark

CEO, Group Lark

A Brave New World Navigating the Reality of Today’s Capital Markets

Leon Chen

Managing Partner, Kayne Partners (Moderator)

Ben Howe

CEO, AGC Partners

Sinclair Ridley-Thomas

Managing Director & Head of TMT Private Placements, UBS

David Dolan

Managing Director – Tech & Software Industrials, DC Advisory

Meeting the Challenge of Burnout in Changing Workplaces

Christina Maslach

Professor of Psychology (Emerita) at the Healthy Workplaces Center at the University of California, Berkeley

The Metaverse

Matt Ball

Venture Capitalist & Best-Selling Author

Afternoon Tracks

March 2, 2023

Executive

Solving the SaaS Services Equation

Andy Lark

CEO, Group Lark

Build, Buy, or Leverage New Technologies: A Tailored Discussion for CXO’s in PE-Backed Organizations

Michael Greenberg

AWS Startups, Amazon

Six Paths to Better Matches Between People and Their Jobs

Christina Maslach

Professor of Psychology (Emerita) at the Healthy Workplaces Center at the University of California, Berkeley

Jeanette Bronée

Global Keynote Speaker & Culture Strategist

Finance

Maximizing The Value of A Banking Partnership

Rod Werner

Managing Director, City National Bank

Randy Churchill

Managing Director, Avidbank

Seldom Right, Never in Doubt: Forecasting in a Constantly Changing World

Evan Meagher

CFO, CoreWeave

Achieving Top Quartile: Performance Benchmarking for Continuous Efficiency and Growth

Lauren Kelley

CEO, OpexEngine / Bain & Company

Sales & Marketing

Getting Back to Basics: How to Approach GTM in the New Economy

Forrest Hobbs

Operating Partner, Kayne Partners

How Customer Success is Essential for Recession Proofing

Max Powers

Chief Customer Officer, CreatorIQ

Revenue Operational Excellence: A Maturity Model for Your Sales Organization

Pete Kazanjy

Founder, Atrium & Modern Sales

Technology

Leveraging Effective Product Roadmaps to Align Customer Expectations and Improve Company Operations

Steve Hau

Chairman & CEO, NewFire Global Partners

AWS Security Best Practices – Tips, Tools, and Practical Security Applications

Nick Powell

Senior Manager, PE Solutions Architecture, AWS

Effectively Building Out and Managing Near-Shore and Off- Shore Resources

Declan Morris

AWS Transformation Advisor, AWS

Defense to Offense – Modern Cybersecurity for the Lower Middle Market

Danny Tijerina

Managing Director, Crosslake Technologies

Keynote Speaker

March 3, 2023

The Future of Leadership

Stephen M.R. Covey

Co-Founder & Global Practice Leader, FranklinCovey Global Trust Practice

Speakers

Courageous Leadership

Catherine Peters

Leadership Coach and Business Strategy & M&A Consultant, Catherine Peters International

Why Should We Care About ESG

Michael O’Neal

Chief Compliance Officer, Kayne Anderson

Daimon Geopfert

National Leader, Security & Privacy, RSM

The Science of Productivity & Sustainable Peak Performance: How to Stop Draining Your Brain’s Resources and Get More Done in Less Time

Dr. Sahar Yousef

Cognitive Neuroscientist & Facility Lecturer, UC Berkeley

Lucas Miller

Productivity & Cognitive Performance Researcher, Author, Lecturer, UC Berkeley

Introduction to the Strategic Operator Network

Steve Jillings

Chairman & CEO, Treo Technologies

Rick Webb

Director, Grit Studios

Building a Competition Killing Company

Wes Nichols

Founder, MarketShare

Change or Die

Andy Lark

CEO, Group Lark

Round Table Workshops

The Science of Focus & Human Peak Performance: How to Increase Productivity by 20%

Dr. Sahar Yousef

Cognitive Neuroscientist & Facility Lecturer, UC Berkeley

Lucas Miller

Productivity & Cognitive Performance Researcher, Author, Lecturer, UC Berkeley

Effective Board Presentations with Saas Benchmarking

Lauren Kelley

CEO, OPEXEngine

Maximizing the Value of a Banking Relationship

Rod Werner

Managing Director, City National

Porter McKay

SVP, Venture Lending, Avid

New Approaches to Executive Development

Catherine Peters

Leadership Coach and Business Strategy & M&A Consultant, Catherine Peters International

Saving Money on the Cloud with AWS

Tom Laszewski

PE Technology & Advisor, AWS

Winning the Talent War

Michael Morell

Managing Partner, Riviera Partners

Todd Gitlin

Partner, Safire Partners

Security in the Trenches: Real World Updates

Daimon Geopfert

National Leader, Security & Privacy, RSM

M&A, Equity Financing & Key Legal Matters

David Smith

Partner, O’Melveny & Myers

John Yates

Partner, Morris, Manning & Martin

Mastering the Enterprise

Brett Queener

General Partner, Bonfire Ventures

Building a Culture of Success in Your Sales & Services Organizations

Jennifer Loytty

General Manager, Services, Microsoft

John Seitz

Former CEO, HighPoint Solutions

Making AI Work for Enterprise Software Companies

Pranay Ahlawat

Associate Director, Enterprise Software and Cloud at BCG

Co-Lead AI in Tech Sesh Iyer – Senior Partner, BCG

Sales vs. Marketing

Andy Lark

CEO, Group Lark

Steve Jillings

Chairman & CEO, Treo Technologies

Our People

We are a leading partner to private, high-growth mission critical, enterprise software and technology enabled service business in the lower middle market.