Agenda: 2017 IPO READINESS FORUM

Thursday, June 15, 2017
Catalyst Restaurant, Kendall Square in Cambridge, MA


8:30 am   Registration & Breakfast
9:00 am   Welcome Remarks
9:15 am   Current IPO Market Update

930 am - 10:15 am
MAPPING OUT THE MISSION: IPO CHECK LIST AND READINESS
Moderator
:  John Chory, Partner, Latham & Watkins
  • Is your company ready? - Rationale and considerations for the IPO
  • Acting like a public company in advance of the IPO
  • Building the “IPO Team”
  • Communication strategy & quiet period
  • Formulating the timelines
  • Market dynamics that drive strategy

10:15 am - 10:40 am
DEAL EXECUTION: WHAT DOES IT TAKE?
Moderator: 
Don Duffy, President, ICR
  • Organizational meeting & drafting process
  • Filing confidentiality / filing requirements
  • Advisors and bankers / banker selection
  • Exchange selection
  • Anticipating SEC issues
  • Testing the waters and selling the deal
  • Realities of launch - a winning roadshow, bulletproofing management & the right price
  • Placing your public D&O policy

COFFEE BREAK: 10 Minutes

10:50 am - 11:25 am
WHAT TO EXPECT POST-IPO - LIFE AS A NEW PUBLIC COMPANY
Moderator: 
Kristin Kraeger and Robert Surdel, Aon
  • Best practices
  • IR and Media
  • Legal and accounting requirements
  • After market performance considerations
  • Conference participation, earnings/other announcements
  • Lock-ups and quiet periods
  • SEC reporting obligations
  • Regulation FD
  • Class Action Litigation, Regulatory Environment, Derivative Litigation

11:25 am - 12:00 pm
LESSONS LEARNED
Moderator: 
John Graham, Aon
  • Defining a successful IPO
  • Lessons learned
  • Banker selection / syndicate structuring
  • Managing / guiding research analysts
  • Position the story / roadshow meetings 
  • Pricing / allocating
  • Post pricing, IR / PR and subsequent deals

12:00 pm   CLOSING REMARKS AND NETWORKING LUNCH