Wednesday, Oct. 9

7:30 AM - 8:30AM: Breakfast

• The Cloister - Cloister Ballroom Patio

8:30 AM – 12:00 PM: Content Sessions, Executive Roundtables, and Breakout Session

• The Cloister - Cloister Ballroom I

8:40 AM – 9:00 AM: Welcome Remarks

• Jim Brown, Long Ridge Founder & Managing Partner; and Kevin Bhatt, Managing Partner

9:00 AM - 9:50 AM: Leveraging AI: Opportunities and Considerations

Panelists will discuss tangible AI applications and how businesses are harnessing AI to gain a competitive edge. Topics will include incorporating AI into existing products and services, enhancing product development, turbocharging go-to-market functions, and unlocking efficiencies in client support, as well as considerations and tradeoffs of using AI.

• Facilitator: Ted Ellis, Growth Partner, Long Ridge

• Panelists: Abid Neemuchwala, former CEO of Wipro; Edna Conway, Growth Partner, Long Ridge; and Martin Franchi, CEO of NinjaTrader

10:00 AM - 10:50 AM: Executing a Sale in an Uncertain Environment

Panelists will share experiences preparing for a sale in a tougher market environment. Topics will include business performance priorities, positioning ahead of a sale, strategic M&A to broaden appeal or improve the financial profile, and cultivating relationships in the buyer ecosystem.

• Facilitator: Andrew Cedar, Partner, Long Ridge

• Panelists: Ashish Koul, CEO of Acqueon; Reed Taussig, CEO of AuthenticID; and Salo Sredni, former President & CEO of TradeStation Group

10:50 AM - 11:00 AM: Announcements and Remarks

• Jim Brown, Long Ridge Founder & Managing Partner; and Kevin Bhatt, Managing Partner

11:00 AM - 12:00 PM: Breakout Sessions

• Breakout 1: Reflections on "Leveraging AI: Opportunities and Considerations" Panel

  • The Cloister - Clubroom

• Breakout 2: Reflections on "Executing a Sale in an Uncertain Environment" Panel

  • The Cloister - Ossabaw

• Breakout 3: "Strategic M&A: Building an Acquisition Engine and Learnings on Integration"

  • The Cloister - Cumberland

12:00 PM - 1:45 PM: Lunch

• The Cloister - Cloister Ballroom Patio

1:45 PM - 4:00 PM: Recreational Group Activities

• Hobie Cat Sailing: Be prepared to get wet! This excursion takes you on a Hobie Cat sailboat with a local guide.

  • Meeting Place: Cloister Lobby; 2 hours (2pm start)

• Salt Marsh Dolphin Boat Tour: Cruise through Sea Island’s estuaries and marshes. These trips offer a wonderful view of the beautiful coastline, with observation of shorebirds and dolphins.

  • Meeting Place: Cloister Dock; 90 minutes (2pm start)

• Golf Performance Center: Friendly competition in the resort’s state-of-the-art facility, with hitting bays and teeing areas. All experience levels are welcome.

  • Meeting Place: Cloister Lobby; 2 hours (2:30pm start)

6:00 PM – 10:00 PM: Rainbow Island Cocktail Reception & Executive Dinner

Enjoy time with Long Ridge’s Senior Investment Team

• Shuttle - Cloister Lobby

Thursday, Oct. 10

Times vary: Departure (No formal programming this day)

Anytime: Breakfast on Own

• The Cloister - Tavola

8:45 AM: Optional Plantation Course tee times

• Plantation is a parkland-style course redesigned by Mark and Davis Love III in 2019. Tree-lined fairways and challenging greens provide a great test for players of all levels. Players find beauty in tidal creeks and lakes. As the course winds through marsh and forest, it offers spectacular views of the ocean.

12:00 PM: General check-out, if not golfing

• Note: if you are golfing, we strongly suggest an early evening departure flight (e.g. 5:00 PM or later)