Time (Pacific Time)
| Agenda
|
| 9:00 AM – 9:30 AM | Registration & Networking |
| 9:30 AM – 9:45 AM | Welcome
Anuj Bahal, Principal, U.S. National Technology, Media & Telecommunications (TMT) Deal Advisory and Strategy Leader, KPMG US
Tim Lashua, Partner, Deal Advisory & Strategy, KPMG US
|
| 9:45 AM – 10:45 AM | Session 1:
Managing AI at the National and Organizational Level: Opportunity and Risk
Examine the geopolitical race for AI leadership alongside actionable strategies for establishing dynamic, enterprise-wide governance that balances aggressive innovation with ethical risk management.
Anne Neuberger, Former Deputy National Security Advisor, Cyber and Emerging Technologies; Partner, Andreessen Horowitz; Payne Distinguished Lecturer, Stanford University
Moderated by: Chad Seiler, TMT Consulting Industry Leader Deal Advisory & Strategy, KPMG US
|
| 10:45 AM – 11:50 AM | Session 2:
Rewriting M&A Lifecycle with AI
Explore real-world use cases and live demonstrations from front-line deal leaders on how artificial intelligence is fundamentally transforming deal sourcing, due diligence, and post-merger integration.
Henry Kwan, Corporate Development Integration Lead, OpenAI
Todd Manley, Global Head of M&A Integration, PayPal
Brian Whitlock, Head of M&A Diligence & Integration Management, Microsoft
|
| 11:50 AM – 12:15 PM | Break
|
| 12:15 PM – 1:00 PM | Session 3:
From Tokenomics to AI Economics: Unlocking the Real Value Levers
Shift the conversation from compute consumption to enterprise value as C-suite, board, and investment leaders dissect the strategic, operational, and financial levers required to monetize AI at scale.
Jeff Epstein, Operating Partner, Bessemer Venture Partners
Board Director, Zoom, Twilio, Okta, and other companies
Moderated by: Swami Chandrasekaran, Global Head of AI and Data Labs, KPMG US
|
| 1:00 PM – 1:50 PM | Networking Lunch
|
| 1:50 PM – 2:50 PM | Session 4:
Navigating the Software Reset: Market Outlook, Valuations, and Deal Flow
Dissect the post-SaaS market landscape, bridging the valuation divide between buyers and sellers as mega-caps, PE sponsors, and growth companies pivot from talent/IP acquisitions to strategic platform consolidation and non-core carve-outs.
Umi Mehta, Managing Director, Global Head of Technology Venture Capital and Private Equity, Morgan Stanley
|
| 2:50 PM – 3:45 PM | Session 5:
The Investor's View: Venture, Growth, and Corporate AI Strategy
Dissect the differing playbooks of venture capitalists, growth equity funds, and corporate strategics as they identify, fund, and scale the next wave of AI-driven companies from infrastructure to the application layer.
Gamiel Gran, Chief Commercial Officer, Mayfield
James Higa, Founder and Managing Partner, Offline Ventures
Moderated by Richard Entrup, Managing Director and Head of Emerging Solutions, Enterprise Innovation, KPMG US
|
| 3:45 PM – 4:15 PM | Break
|
| 4:15 PM – 5:00 PM | Session 6:
Clearing the Hurdle: Antitrust, Geopolitics, and Global Tech M&A
Gain insider perspectives from top legal, corporate, and geo-tech policy leaders on anticipating regulatory interventions, managing cross-border competition scrutiny, and structuring defensible tech transactions over the next 12 to 18 months.
Barbara Blank, Director & Associate General Counsel, Competition & Regulatory, Meta Platforms
Heather West, Practice Head, Geotechnology, Eurasia Group
Moderated by Sarah James, Senior Editor, S&P Global Market Intelligence
|
| 5:00 PM – 5:50 PM | Session 7:
Frontier AI & Cyber Diligence: Pricing Risk and Protecting Deal Value
Gain insider foresight from frontier AI security leaders on emerging model capabilities over the next 12–18 months while mastering the cyber diligence frameworks necessary to make decisive go/no-go investment calls and adjust target valuations.
Moderated by Brian Molk, Managing Director, Advisory, KPMG US
|
| 5:50 PM – 6:00 PM | Closing Remarks
Anuj Bahal, Principal, U.S. Technology, Media & Telecommunications (TMT) Deal Advisory and Strategy Leader, KPMG US
Tim Lashua, Partner, Deal Advisory & Strategy, KPMG US
|
| 6:00 PM – 8:00 PM | Networking Reception and Dinner
|