By Invitation Only
IPO Summit 2025
April 15, 2025 I NASDAQ Headquarters, New York City
You’re invited to the IPO Summit 2025, an exclusive, intimate, and premium experience where ambitious, IPO-focused emerging growth companies from around the world interface with best-in-class industry professionals.
Why Invitation Only?
By keeping the IPO Summit invitation only, we ensure that every person in the room is cut from the same cloth — ambitious, driven, and committed to taking their companies to new heights on a US Senior Exchange.
You won’t find any sponsors or exhibitors here. Why? Because this event is laser-focused on one thing, your growth trajectory to a successful IPO.
Why Attend?
Level-up Your IPO Strategy
Gain a concrete, actionable roadmap based on current market intelligence for a successful U.S. IPO. This isn’t just another networking event — it’s your chance to forge powerful alliances with elite industry experts who are leading the charge into the future, even as the markets face its toughest challenges yet.
Exclusive Access to IPO Experts
This invitation only, exclusive event puts you in the room with both a carefully curated network of best-in-class IPO experts and like-minded peers, to help you tackle the journey of mapping your company’s unique execution strategy to a successful IPO, and beyond.
Immersive Experience
A results-driven environment with expert-led sessions, tailored guidance, practical insights, and valuable face-time. The IPO Summit is not a passive experience, it’s a curated gathering of highly committed CEOs and founders, all with one goal in mind: ringing the bell.
An Invaluable Education From Our Keynote Speakers
Interface, socialize and learn from best-in-class experts, professionals, industry ambassadors and members of the exchanges, who are shaping the IPO landscape — all in an exclusive, private setting.
KEYNOTE SPEAKER
Jay Heller
Head of Capital Markets & IPO Execution at Nasdaq
At Nasdaq, Jay orchestrates capital market strategies, leveraging his specialization in investment banking to facilitate transformative IPOs, SPACs, and M&A deals. His tenure at Nasdaq has been marked by collaboration with a dedicated team, together advancing the financial landscape and empowering companies to achieve their growth ambitions.
Beyond transactional leadership, his role on the Venture’s Advisory Board allows him to infuse early-stage companies with strategic insights. This dual commitment to Nasdaq’s capital endeavors and venture capital innovation underscores his dedication to fostering entrepreneurial ecosystems and financial market evolution.
KEYNOTE SPEAKER
Brad Bondi
Brad Bondi, Global Co-Chair of Investigations and White Collar Defense at Paul Hastings
Brad Bondi is Global Co-Chair of the Investigations and White Collar Defense practice at Paul Hastings and a nationally recognized litigation partner. He focuses on securities and financial investigations (SEC and DOJ) and securities and complex litigation. He also advises boards of directors and audit committees concerning significant governance matters.
The publication Law360 recognized Brad as a national MVP in white collar in 2022, 2021, and 2019, Benchmark Litigation lists him as “national practice area star” in both securities and white collar, and The National Law Journal named him a Washington D.C. Trailblazer in 2020 to recognize his significant contributions to the field of securities law.
An Invaluable Education
Interface, socialize and learn from best-in-class experts, professionals, industry ambassadors and members of the exchanges, who are shaping the IPO landscape — all in an exclusive, private setting.
This isn’t just another feel-good event. This is where the most committed and ambitious entrepreneurs, management teams and emerging growth companies come to learn, grow, and optimize their IPO journey.
An Invaluable Education From Our Keynote Speakers
An Invaluable Education From Our Keynote Speakers
Interface, socialize and learn from best-in-class experts, professionals, industry ambassadors and members of the exchanges, who are shaping the IPO landscape — all in an exclusive, private setting.
This isn’t just another feel-good event. This is where the most committed and ambitious entrepreneurs, management teams and emerging growth companies come to learn, grow, and optimize their IPO journey.
An Invaluable Education From Our Keynote Speakers
Interface, socialize and learn from best-in-class experts, professionals, industry ambassadors and members of the exchanges, who are shaping the IPO landscape — all in an exclusive, private setting.
This isn’t just another feel-good event. This is where the most committed and ambitious entrepreneurs, management teams and emerging growth companies come to learn, grow, and optimize their IPO journey.
Best-In-Class Expert Speakers, Game Changing Strategies
Attend In-Person
Attend Online
IPO Summit 2025 Agenda
9.30 AM – 10.00 AM
Registration at Nasdaq
Please arrive on time with your government-issued ID
10.00 AM – 10.10 AM
IPO Summit 2025 Opening Speech
Speaker: Peter Goldstein – CEO, Exchange Listing & Founder, Emmis Capital Fund
10.10 AM – 10.30 AM
Opening Keynote: A Fireside Chat with Jay Heller – Navigating the Evolving Small-Micro Cap IPO Landscape: Trends, Challenges & Opportunities
Speaker: Jay Heller – Head of Capital Markets & IPO Execution, Nasdaq
10.35 AM – 11.20 AM
Session 1: From Private to Public: Navigating the IPO Journey – Success Metrics & Battle-Tested Strategies from the Trenches
Moderator: Peter Goldstein – CEO, Exchange Listing & Founder, Emmis Capital Fund
Panelists:
- Joseph Lucosky – Managing Partner, Lucosky Brookman LLP
- Michael J. Blankenship – Office Managing Partner, Winston & Strawn LLP
- David Briones – Managing Member, Brio Financial Group
- Lavell Juan Malloy II – CEO and Chairman, Brag House Holdings
11.20 AM – 11.40 AM
Keynote with Peter Tuchman – IPO Real Talk: A Veteran’s View from the Trading Floor on Leadership, Boards & Going Public
Speaker: Peter Tuchman – IPO Ambassador & Wall Street Veteran
11.40 AM – 12.25 PM
Session 2: Mastering the Audit Maze: Critical Checkpoints and Common Pitfalls
Moderator: Leonardo Anselmi – Partner, Capital Markets and Technical Accounting Services, CFGI
Panelists:
- Alan Markowitz – Managing Director, CBIZ
- Swami Venkat – Practice Leader, CFO Advisory Services, CohnReznick
- Robert McCabe – Partner, TAAD LLP
- Luisa Ingargiola – CFO, Avalon Globocare Corp.
12.25 PM – 1.15PM
Lunch Keynote with David Meltzer, Marshall Faulk and Blaine Bartlett: Scaling Your Emerging Growth Company in the Public Markets
Speakers:
- David Meltzer – Chairman of Napoleon Hill Institute, Entrepreneur, Investor & Business Coach
- Marshall Faulk – 2000 NFL MVP, NFL Hall of Famer, Men’s Financial & Health Advocate
- Blaine Bartlett – President & CEO, Avatar Resources Inc, Executive & Leadership Coach
1.20 PM – 1.50 PM
Session 3: Structuring Success: Underwriting Dynamics and Capital Formation in Today’s Market
Moderator: Jane King – CEO, LilaMax Media & Executive Producer/Host, Innovators Weekly
Panelists:
- Sean McGann – Managing Director, Industrials Investment Banking, Cantor Fitzgerald
- Rebecca Kacaba – CEO & Co-Founder, DealMaker
- Ted Haberfield – Chairman & President, MZ North America
- Jason Ye – Partner & Co-Chair of Asia Practice, Ortoli Rosenstadt LLP
1.50 PM – 2.20 PM
Session 4: The Senior Exchange Blueprint: What NASDAQ Really Requires—Beyond the Forms: Listing Criteria, Compliance Timelines & Board Governance
Moderator: Joseph Lucosky – Managing Partner, Lucosky Brookman LLP
Panelists:
- Michael J. Blankenship – Office Managing Partner, Winston & Strawn LLP
- Jason Bishara – Financial Practice Leader, NSI Insurance Group
- Eric Bernbach – Client Relationship Executive, CohnReznick
- Nick Hart – Partner, CFGI
2.20 PM – 2.40 PM
Networking & Coffee Break
2.40 PM – 3.20 PM
Session 5: Life After Listing: Public Company Reporting, Investor Expectations, Market Strategy, Retail and Institutional Visibility
Moderator: Ashley Crouch – CEO, Prowess Inc & Visibility Strategist
Panelists:
- David Mansbach – Vice President, VStock Transfer
- Stephen Bonventre – CEO, EdgarAgents
- Allison Tomek – President, Equilitics
- Greg Falesnik – CEO, MZ North America
3.20 PM – 4.00PM
A Fireside Chat with Peter Goldstein, Joseph Lucosky & Rebecca Kacaba on Data Driven Market Insights—Listing Options
- Peter Goldstein – CEO, Exchange Listing & Founder, Emmis Capital Fund
- Joseph Lucosky – Managing Partner, Lucosky Brookman LLP
- Rebecca Kacaba – CEO & Co-Founder, DealMaker
4.00 PM – 4.20PM
Closing Keynote with Brad Bondi on IPO Opportunities in 2025 and Beyond
Speaker: Brad Bondi — Partner, Litigation & Global Co-Chair of Investigations and White Collar Defense at Paul Hastings LLP
4.20 PM – 4.30PM
Nasdaq Tower & Photo Shoot
Group photo opportunity at the iconic Nasdaq Tower to conclude the event
4.40 PM – 6.00PM
Networking at Nasdaq Cocktail Reception
Take advantage of this unique opportunity to network over cocktails with IPO-ready issuers, leading industry experts, and key media contacts
Meet Our IPO Expert
Peter Goldstein
CEO, Exchange Listing
“This is far more than just another conference. This is a space designed for real impact—a place where the right people come together, knowledge flows freely, and founders and CEOs leave with meaningful relationships and clear, actionable steps to take their companies public.”
If you can say YES to ANY of these statements, IPO Summit 2025 is the right event for you.
- You are a committed and ambitious founder, entrepreneur, or executive of an emerging growth company.
- You have outgrown your existing network or are looking to upgrade your future network to include an elite group of industry experts who can assist you on your IPO journey.
- You are unwilling to sit stagnant at your current stage of growth and greatly desire to reach the next level.
- You are relentless in your pursuit of a successful IPO and won’t settle for excuses, roadblocks or compromises.
Meet Our IPO Experts
Peter Goldstein
CEO, Exchange Listing
“This is far more than just another conference. This is a space designed for real impact—a place where the right people come together, knowledge flows freely, and founders and CEOs leave with meaningful relationships and clear, actionable steps to take their companies public.”
Seth Farbman
Chairman, Vstock Transfer
“Every IPO journey is different, but the fundamentals remain the same. This summit is about the reality of going public so that founders will walk away with actionable insights from those who have been through the process firsthand.”
Michael J. Blankenship
Managing Partner, Houston & Co-Chair, Capital Markets Practice, Winston & Strawn LLP
“The true value for issuers pursuing an IPO lies beyond capital—it’s about strategic growth, credibility, and market positioning. A well-executed IPO unlocks opportunities, attracts investors, and sets the foundation for long-term success in the public markets.”
David Meltzer
Entrepreneur, Investor & Business Coach
“Building a successful business is a team effort. It requires collaboration, adaptability, and willingness to learn. At the IPO Summit, founders will receive knowledge from industry experts and entrepreneurs alike, so you can hear firsthand what it takes to go public.”
Peter Tuchman
IPO Ambassador
“The markets are notoriously unpredictable, shifting in an instant. At the IPO Summit, we will break down trends, demystify the landscape, and deliver the critical market intelligence that founders need to go public with clarity and confidence—planning for the unexpected and cutting through the noise.”
Brian Cavalli
Director of Sales, EdgarAgents LLC
“Planning is crucial for a successful IPO. Although every path to the public markets is unique, by attending the IPO Summit, companies will get a clear roadmap and speak to the experts who can navigate them through this complex process.”
David Briones
Managing Member, Brio Financial Group, LLC
“An IPO is a catalyst for CEOs to ignite their journey to bring their product, service or intellectual property to market. The IPO Summit gathers industry’s leaders into one room, where CEOs can learn from professionals who cumulatively have closed thousands of transactions.”
Rebecca Kacaba
CEO & Co-Founder, DealMaker
“The journey from seed to IPO is evolving. Founders are leveraging innovative new capital-raising strategies that serve as a springboard to the public markets, giving ambitious companies more momentum and control—while also building loyal brand communities that drive bottom-line benefits for years to come. We’ll unpack all that and more at this year’s IPO Summit.”
Joseph Lucosky
Managing Partner, Lucosky Brookman LLP
“The IPO Summit is going to be on a whole new level—an intense, results-driven event filled with strategies from battle tested experts. Committed and ambitious founders and CEOs will walk away with valuable connections, actionable insights, and real data that they can implement right away.”
Jane King
Founder/CEO, LilaMax Media
“The journey from seed to IPO is evolving. Founders are leveraging innovative new capital-raising strategies that serve as a springboard to the public markets, giving ambitious companies more momentum and control—while also building loyal brand communities that drive bottom-line benefits for years to come.”
Jason Bishara
Financial Practice Leader, NSI Insurance Group
“The IPO process involves a landmine of risk for board members, and most exposures stem from pre-IPO activities. At the summit, we will dive into the strategic timing and structure of D&O insurance to mitigate these risks.”
Leo Anselmi
Capital Markets - CFGI IPO Leader
“Going public is a transformative journey, and we thrive on guiding clients through every challenge—ensuring readiness, precision, and confidence at every step. With the right strategy and expertise, we help turn IPO aspirations into a successful market debut.”
Alan Markowitz
Managing Director, CBIZ, Inc.
“An Initial Public Offering (IPO) presents both a challenge and an opportunity for a company to transform and elevate its business. The process can place additional demands on the company, requiring specialized resources and knowledge to ensure a successful IPO.“
Swami Venkat
Partner, CFO Advisory Leader, Cohn Reznick
“The IPO Summit is an exceptional opportunity to understand market dynamics, network with capital market experts, and gain key insights into successful strategies. With growing optimism and a strong IPO pipeline, it’s truly a can’t-miss event for the investor community!”
Robert McCabe
Audit Partner , TAAD LLP
“An IPO is not a goal; it is a milestone. True success needs early engagement with the right partners, strong governance, and sustainability. Focus on building a resilient business that prioritizes long-term growth, value creation, and impact beyond the IPO.”
Greg Falesnik
CEO, MZ North America
“The IPO Summit provides unique, value-driven insights from experts who have seen the good, bad and ugly. Implementing a proactive strategy, both before and after an IPO event, are critical to driving success and shareholder value in the public markets.”
Sean McGann
Managing Director, Industrials Investment Banking, Cantor Fitzgerald
Ted Haberfield
Chairman & President, MZ North America
“In today’s capital markets, a compelling story is only the starting point. To achieve real success, companies must strategically align their structure, timing, and partnerships—especially when navigating pre-IPO funding. Building the right foundation early not only attracts the right investors but positions the company for a stronger market debut.”
25% discount until March 15
Attend In-Person
$1,999 USD
Hosted on-site at Nasdaq HQ in an intimate, immersive setting, the IPO Summit offers in-person attendance, by invitation only. You are encouraged to apply via our registration page, and our team will contact you to schedule a call, if selected.
25% discount until March 15
Attend Online
$199 USD
Live-streamed sessions straight from Nasdaq HQ are set up to educate CEOs on the IPO process and what to look out for. For those that aren’t able to join us in-person, our online access, with interactive Q&A and post-event recordings, will prove invaluable on a CEO’s journey to IPO and give you the opportunity to revisit key insights.