Ready for Anything: Preparing for IPOs, SPACs, and Unexpected Capital Market Shifts

​You are invited to an intimate roundtable for Bay Area CFOs and finance leaders navigating today's capital markets!

​The path to liquidity has rarely been harder to plan for. IPO windows open and close in weeks, the SPAC landscape continues to reset, and private-equity timelines shift underfoot. With the IPO market reopening for the first time in two years, you're being asked to prepare for several competing outcomes at once—and the cost of being caught unprepared has never been higher.

​Moderator: Golreez Naderi, Director, Protiviti

​Panelists:

• ​Yogi Goel, Co-founder & CFO, Maxima

• ​Louis Lehot, Partner, Foley & Lardner LLP

• ​Garett Poston, Managing Director of BMO Capital Markets

• ​Jeff Meyer, Managing Director, Protiviti

​What to expect

​This is deliberately intimate: no slides, no presentations, no vendor pitch. Instead, a candid, off-the-record conversation among peers.

​We'll explore

• ​When, and whether, to pursue an IPO in today's environment

• ​The SPAC reset, and how SPACs compare with a traditional listing

• ​Private-market pressures and PE-driven timing

• ​Dual-track and multi-track exit strategies

• ​What operating partners, legal teams, and bankers expect

​Attendance is by invitation and limited to finance leaders. It would be a privilege to have you in the room.