The SPAC Conference 2026 Speakers

John D. Agogliati III, CFA, ASA is a Senior Managing Director at Marshall & Stevens and is a practice leader for the Transaction Advisory Services practice and the Dispute Resolution & Litigation Support practice. With more than 25 years of valuation and financial analysis experience, John has advised on over 100 transactions; he has also served as an expert witness in 45+ matters. and performed hundreds of business valuations across diverse industries for litigation, transaction, tax, and financial reporting purposes.

Cynthia is a partner in Ogier’s Corporate team and a member of the firm’s multi disciplinary Private Equity team. Having advised on several landmark transactions in the Cayman Islands, she currently advises on a broad range of public and private M&A transactions, equity capital markets (with a focus on SPACs), private equity, venture capital, joint ventures, inbound and outbound investments, corporate advisory and corporate restructuring matters. Cynthia brings fifteen years of experience from top tier law firms in Sydney, Melbourne and New York to her Cayman Islands practice, and she maintains multiple current admissions including in New York and Australia.

Karim is a partner within the EY US Financial Accounting Advisory Services (FAAS) practice and serves as the Global Transactions Accounting Advisory Leader. In his role, he leads the practice covering IPOs, SPACs, mergers and acquisitions, divestitures, and other capital market transactions. Karim has more than 28 years of experience serving clients in a variety of industries and locations. He has extensive knowledge of IPOs and SPAC mergers covering accounting, reporting, regulatory, operational and integration matters. Karim has led 100+ go-public transactions in the past 10 years, including 20+ cross-border transactions.
Karim advises clients on numerous accounting and financial reporting matters, including mergers and acquisitions, registration statement complexities, policies and procedures, IPOs, SPACs, debt offerings, purchase accounting, spin-outs, divestitures, valuation-related matters associated with purchase accounting, carve-out accounting, consolidation matters, fresh start and bankruptcy accounting, and other complex accounting matters, as well as compliance with SEC financial reporting requirements for US domestic and foreign private issuers.

Jocelyn Arel is a pioneer in the U.S. for her innovative work for clients on SPACs, with nearly two decades of successful SPACs transactions under her belt. Jocelyn advises clients in all aspects of the SPAC lifecycle, including the formation and structuring sponsor entities, representing SPACs and SPAC sponsors in initial public offerings (“IPOs”); representing operating companies, their investors and SPACs in business combinations, or “SIPO transactions”; structuring the debt and equity financing transactions that are often needed to facilitate the closing of SIPO transactions; and, advising investors in both SPAC IPOs and SIPO transactions. In addition to her extensive knowledge of the legal issues related to SPACs, Jocelyn has a deep understanding of the business, financial and marketing issues that affect the success of SPACs. In addition to her leadership in the SPAC market, Jocelyn represents clients in a wide range of capital market transactions, including initial and follow-on public offerings, private placements of debt and equity, alternative financing and 144A transactions, mergers and acquisitions and joint ventures. She has extensive experience in cross-border financings and acquisitions, as well as in providing advice on other U.S.-based activities for companies headquartered in Canada. A significant portion of Jocelyn’s practice includes counseling clients on ongoing reporting requirements of public companies, corporate governance matters and various other matters affecting public companies, their officers and directors. She also has considerable expertise in structuring and executing secondary sales and other private liquidity programs for private companies and their investors.

Andrew is a Partner in the Walkers Corporate practice in the Cayman Islands. He advises on all aspects of corporate law, regularly acting for public and private companies on the most complex and high-profile transactions. He has over 20 years of experience advising clients on IPOs, SPACs, De-SPACs, take private transactions and ongoing matters for Cayman Islands public companies. Andrew is recognised as a Leading Partner for both Corporate and Investment Funds by Legal 500.

Guy Barudin joined Chardan in 2019 to provide general capital raising and M&A support to emerging growth companies with a focus on SPACs. Prior to joining Chardan, Guy spent more than a decade at private investor Terrapin Partners evaluating early and late-stage public and private opportunities, overseeing investment and operations of alternative asset portfolios, and working on successfully closing 2 large SPAC transactions with aggregate enterprise value exceeding $1.8 billion including serving as CFO and COO. Guy joined Terrapin from Medco Health Solutions where he held various business development and finance positions focused on healthcare information technology and pharmacy benefit strategy and partnerships. Prior to Medco, Guy was Vice President for Alliances and New Ventures at MasterCard International. Prior to MasterCard, he held positions in corporate finance at Merrill Lynch, PaineWebber Group Inc., and Dillon Read & Co., Inc.

Adam Berkaw, a co-head of the SPAC practice at Ellenoff Grossman & Schole LLP, represents clients in all aspects of corporate and securities law, with a particular focus on SPAC IPOs and DeSPAC transactions. In addition, he also has significant experience in advising domestic and international clients on corporate governance, SEC reporting requirements, stock exchange rules and regulations and other regulatory compliance matters. Mr. Berkaw has represented clients in a diverse range of industries, including SPACs, banking, manufacturing, retail, consulting, pharmaceuticals, food service, energy, shipping, telecommunications, quantum computing, fintech, and digital currency mining, among others.

Drew Bernstein is the Co-Chairman of MarcumAsia, initially co-founder of Bernstein & Pinchuk, a PCAOB registered accounting firm which has been providing SEC audit and advisory services to Asian companies since 1983. The firm is a member of the Marcum Group and an affiliate of Marcum LLP, a leading U.S. accounting and advisory firm. The combined firm is one of the largest middle market accounting firms servicing Asia based, US publicly traded companies. Bernstein is a distinguished expert with deep knowledge of the Asia and U.S. financial ecosystem with experience extending across Asia, Europe and Africa. Industry experience encompasses technology, education, retail, manufacturing, hospitality, pharmaceutical and real estate. Bernstein directs a global team, featuring highly trained PCAOB and SEC accounting experts and financial consultants working in New York City as well several offices across China and Singapore. Additionally, Bernstein is respected as a valuable industry thought leader and news commentator. He has published articles for Forbes.com, CFO.com and China Daily and is often a resource to prominent new media outlets such as Bloomberg TV, Reuters, The Financial Times, Barron’s, MarketWatch and more regarding Chinese IPOs, China’s economic growth, investment appetite, innovation trends, corporate governance, SEC regulations and more. Bernstein graduated from the University of Maryland with a B.S. in Accounting. Currently, he resides in New York City with his wife and children.

Mike is the co-chair of the firm’s Capital Markets Practice, and a member of the firm’s Executive Committee. He focuses his practice on corporate finance and securities law, including securities offerings, public company advisory, SPACs and de-SPAC deals, private equity and venture capital transactions, and general corporate representation. Mike regularly counsels public companies on strategic transactions, capital markets offerings, and general corporate matters. He represents both issuers and underwriters in U.S. and non-U.S. capital markets transactions, including IPOs and direct listings, and advises on corporate governance and securities market regulation.

Chris is a Partner with CFGI’s capital markets practice, providing complex accounting advisory services to public and private companies of all sizes across various industries. He works closely with his clients to prepare them for the capital markets. This work includes preparing required filings, such as registration statements, as well as assessing and implementing reporting process changes. Chris developed extensive experience in the IPO process by serving in Deloitte’s Emerging Growth Company practice prior to joining CFGI.
He works to guide companies in planning their unique path to an IPO. This includes identifying critical milestones, meeting SEC reporting requirements, addressing SEC comments, performing SOX compliance assessments and conducting business and fraud risk assessments.

David S. Briones is the founder and managing member of Brio Financial Group, a management consulting and CFO advisory firm that advises companies on financial reporting, internal controls, capital strategy, and IPO readiness, including SPACs and reverse mergers. Previously, he led the Public Company and Hedge Fund practices at Bartolomei Pucciarelli and was an auditor at PricewaterhouseCoopers, contributing to major financial services IPOs. In 2024, he was appointed to the Board of Trustees of Waterkeepers Alliance.

Jenn Calabrese began her career at KPMG, LLP specializing in the Information, Communications and Entertainment industry, amassing knowledge and experience that would guide her life’s work. Jenn also spent several years working for publicly traded companies, serving as Corporate Controller, Director of Accounting and SEC Reporting, Executive Vice President of Finance and Chief Financial Officer.
She specializes in SEC financial reporting, compliance, and consulting services to facilitate the reporting between auditors and public companies on behalf of clients. Jenn founded Calabrese Consulting, LLC (“CCL”) in 2012, a minority/woman-owned, full-service accounting and advisory firm which currently employs over 50 employees, serving more than 350 clients around the world. She applies a hands-on approach that stems from her tenure on both the client and audit sides, and exemplifies her dedication to her craft.

Desiree Carlo is the Senior Vice President of Client Services at Laurel Hill Advisory Group, where she leads the SPAC proxy campaign department with a focus on strategic guidance and an unwavering attention to detail. With over 18 years of experience in the stock transfer agent industry, Desiree brings deep knowledge in securities regulation, proxy campaigns, and shareholder engagement.Desiree’s leadership is rooted in responsiveness and proactive planning. She has successfully overseen hundreds of meetings, guiding clients from initial timeline planning through the final certification as the Inspector of Election. She is recognized for delivering tailored solutions and is a trusted partner to clients navigating high-stakes, time-sensitive SPAC and de-SPAC campaigns.

Giovanni Caruso represents public and private companies in a broad range of corporate and securities matters, including general corporate governance, private placements, mergers and acquisitions and federal law compliance in connection to the Securities Act and Exchange Act and Sarbanes-Oxley, as well as the various exchanges (NASDAQ, NYSE and the NYSE Amex). Giovanni also regularly represents issuers and underwriters in SPAC offerings.
Giovanni has drafted and negotiated a variety of agreements in connection with his representation of clients, and has experience in drafting various securities documents such as annual, quarterly, and current reports; registration statements; and private placement documents.

Brian Cavalli is Director of Sales at EdgarAgents, where he helps public and private companies navigate complex SEC regulations with precision and efficiency. Specializing in end-to-end deal execution, he oversees everything from data room management to final filings. Brian partners with attorneys, bankers, and issuers to streamline workflows, ensuring accurate, compliant disclosures while enabling clients to focus on their strategic narrative with confidence.

Chaz Churchwell is a US Army veteran and founder of Churchwell Insurance, a leading advisor on D&O liability for SPACs, IPO-stage, and public companies. Selected for Babson College’s Goldman Sachs 10KSB executive program and recognized by RT Specialty as a fastest-growing public D&O writer, he serves as Chairman and COO of 1776 Acquisition Corp and hosts The DESPAC Podcast, where private companies considering a SPAC vehicle learn to execute a successful de-SPAC and become disciplined, investor-ready public companies.

James Cotto is a Managing Director – Wealth Management, Wealth Advisor at The Cotto Wealth Management Group at Morgan Stanley Global Headquarters in Purchase, New York. He built his practice by providing entrepreneurs and other clients with the guidance they need to pursue financial independence for themselves and financial sustainability for the philanthropic organizations most important to them. James’ growing, diverse team of next gen Latinos and women collaboratively work together to serve clients of unique segments such as high-net-worth individuals, families, business owners, professional athletes and entertainers, special purpose acquisition companies, endowments, foundations, and more.
James began his career in the financial services industry in 1988 and joined Morgan Stanley in 2009. Throughout his time at Morgan Stanley, James received various designations and titles, including Family Wealth Director, Global Sports and Entertainment Director, Corporate Client Director, Portfolio Management Director, International Client Advisor, Workplace Advisor – Equity Compensation, and Lending Specialist – these are a direct reflection of his knowledge and offerings to better serve clients with a suite of tailor-made solutions. His mission is to help clients design, scale, and deliver on their business and personal goals while giving back to their community.

Crocker is an award-winning investor relations and corporate communications advisor with two decades of experience helping public and private companies access the capital markets, complete major acquisitions, and business transformations. He has worked with senior leaders of over 100 companies across a range of industries ranging from startups to Fortune 500 and FTSE 100 scale enterprises.
He has helped to guide his clients through dozens of IPOs, as well as secondary and follow-on offerings, and “going private” transactions to support successful outcomes. Crocker is a skilled communicator whose experience spans investor presentations, earnings releases, earnings call presentations, corporate and investor websites, CEO speeches and bylined articles, and op-eds. He has an extensive network of investment bankers, institutional investors, and private equity funds developed over many years that enable him to understand how fundamentals-based investors think about a story. He has organized or chaired major investment conferences on both the East and West Coast, as well as in China and Hong Hong Kong.

Tony is a Philadelphia-based business development officer at Dreyfus. He represents domestic and offshore money market funds, ultra-short ETFs, SMAs, FDIC-insured products, and subadvisory capabilities. He builds strategic partnerships with financial intermediaries to address client liquidity needs across the South, Southeast, Mid-Atlantic, and Northeast. Tony joined BNY in 2018 after 12+ years at J.P. Morgan Asset Management. He holds FINRA Series 63, 53, and 7 licenses and earned finance degrees from LaSalle University and Temple University.
He has helped to guide his clients through dozens of IPOs, as well as secondary and follow-on offerings, and “going private” transactions to support successful outcomes. Crocker is a skilled communicator whose experience spans investor presentations, earnings releases, earnings call presentations, corporate and investor websites, CEO speeches and bylined articles, and op-eds. He has an extensive network of investment bankers, institutional investors, and private equity funds developed over many years that enable him to understand how fundamentals-based investors think about a story. He has organized or chaired major investment conferences on both the East and West Coast, as well as in China and Hong Hong Kong.

Marc Drechsler advises clients on event-driven communications, financial transactions, special situations, long-term corporate positioning, and investor relations. With over three decades of global experience, Marc has counseled hundreds of senior executives across Europe, North America, and Asia on critical, high-stakes financial communications and corporate reputation issues.
Over his career, Marc has advised on hundreds of transformational transactions. Select M&A and special situations experience includes Kenvue’s $41B spin from J&J, Otis’s $20B spin from United Technologies, AeroVironment’s acquisition of BlueHalo, and Omnicom Group’s $30B Publicis merger and termination. His transactional background also spans high-profile IPOs and listings for companies like DocuSign, NerdWallet, Sunrun, and Deutsche Post, as well as hostile takeovers and major corporate carve-outs.
Prior to joining Weber Shandwick, Marc was a Partner and global head of financial communications at Ketchum New York, a Director at Citigate Dewe Rogerson, and began his career at Commerzbank in New York City. He holds a BA in economics from the University of Pennsylvania.

Yelena is a Senior Vice President and Head of SPACs at Woodruff Sawyer, a Gallagher company, which is one of the largest insurance brokerage and consulting firms worldwide. She advises clients on M&A- and IPO-related insurance solutions, including representations and warranties insurance (RWI) and directors and officers (D&O) insurance for public companies, SPACs and deSPACs.Yelena is a frequent speaker and author, featured in many publications including S&P Global, Yahoo Finance, Reuters, Investment News Today, Business Law Today, Law360, CFO.com, Business Journal and Bloomberg. She won the JD Supra top author award in M&A in 2024, 2023 and 2022. Yelena also serves as the M&A Executive Editor of the American Bar Association’s Business Law Today and is the Executive Editor of the SPAC Notebook, a blog series that covers SPACs and SPAC risks.In 2022, Yelena was named in Insurance Business America’s “Hot 100,” which lists top professionals whose contributions have helped shape the insurance industry.Prior to Woodruff Sawyer, Yelena practiced as a senior capital markets associate at Clifford Chance and a corporate associate at LeBoeuf, Lamb, Greene & MacRae (later Dewey & LeBoeuf) and earned her BS in Economics from Cornell University and her JD from Fordham University School of Law.

Douglas S. Ellenoff, a member of Ellenoff Grossman & Schole LLP since its founding in 1992, is a corporate and securities attorney with a focus on developing innovative securities programs for entrepreneurs, like SPACs, PIPEs, and Crowdfunding. Mr. Ellenoff has represented public companies in connection with their initial public offerings, secondary public offerings, regulatory compliance, as well as, strategic initiatives and general corporate governance matters. During his career, he has represented numerous broker-dealers, venture capital investor groups and many corporations involved in the capital formation process.
In the last several years, he has been involved at various stages in numerous registered public offerings, including several hundred financings and, with other members of his firm, hundreds of private placements into public companies, representing either the issuers of those securities or the registered broker-dealers acting as placement agent. Along with other members of his Firm, Mr. Ellenoff has been involved at various stages with over 1,000 registered blind pool offerings (commonly referred to as “SPACs”); In addition to our IPO experience with SPACs, he has been involved with hundreds of SPAC M&A assignments. The Firm represents nearly 100 public companies with respect to their ongoing 34 Act reporting responsibilities and general corporate matters. He also provides counsel with regard to their respective ongoing (SEC, AMEX and NASD) regulatory compliance.
Mr. Ellenoff is routinely requested to be a panelist and presenter at industry conferences.

Seth Farbman is Chairman and President of VStock Transfer, working with pre-IPO and NASDAQ and NYSE listed companies. He previously co-founded Vintage Filings, serving more than 3,000 public companies before its sale to PR Newswire. He also co-founded Vcorp Services and Vcheck Global, both successfully acquired. A former securities attorney focused on capital markets, Seth currently serves on the board of two NASDAQ-listed SPACs and leads ShareMedia, advising executives on capital markets communication.

Joe Fede is an audit partner in Withum’s Financial Services Group. Joe provides audit, accounting and advisory services to a diversified group of clients in both the private and public sectors, including SPACs, private equity and venture capital funds, broker dealers and other commercial businesses. Joe has extensive experience in SPAC IPOs, where his Companies, collectively, have raised over $10 billion.

Daniel L. Forman represents public and private companies, investment banks, private equity sponsors, and venture funds in a wide range of capital markets transactions, including IPOs, secondary equity offerings, convertible debt offerings, debt offerings, tender offers, debt restructurings, and private placements, as well as related corporate and securities matters.
Daniel has deep knowledge of and experience with sophisticated financing transactions, including equity-linked offerings, PIPEs, confidentially marketed offerings, registered direct offerings, reverse mergers and SPACS.
Daniel also has significant experience advising public companies both large and small on their SEC reporting obligations and corporate governance matters.
He works with clients across numerous industries, including life sciences, technology, retail and consumer brands, industrials and financial institutions, among others.
Daniel maintains an active pro bono practice, including work for the International Refugee Assistance Project, Legal Services NYC, New York Legal Assistance Group, and the Billion Oyster Project. He also serves on the Advisory Board of Legal Outreach, an organization that prepares urban youth from underserved communities in New York City to achieve academic excellence.

Dimitre Genov has three decades of experience in investment banking, special situations investing, finance and asset management. Dimitre Genov is currently a Managing Director at Brookline Capital Markets, advising clients on traditional public, private, and other alternative capital-raising and investment strategies including SPACs, PIPEs, private placements and public offerings. Before Brookline Capital Markets, Dimitre was a Portfolio Manager at Balyasny Asset Management, where he was part of the event-driven group, managing a SPAC portfolio with peak AUM of over $1bn. Prior to Balyasny, Dimitre worked at Magnetar Capital where he was a Sector Head for a SPAC portfolio with over $1B of peak AUM. Prior to Magnetar, Dimitre was a Partner and Director of Research at Noster Capital, where he focused on global value investing and special situations. Prior to Noster Capital, he was a Portfolio Manager at Julius Baer, where he co-managed the Global Equity and Global Balanced Asset Allocation funds with over $1B peak AUM. Prior to Julius Baer, he was a Portfolio Manager and Senior Analyst in JP Morgan’s Global Event-Driven Group. Dimitre Genov started his career at Lazard as an investment banker, advising companies on capital markets financings, mergers and acquisitions and restructurings.
Dimitre received a dual M.B.A. with Honors from Columbia Business School and London Business School, and a B.A. with Honors in Applied Mathematics and Economics from Harvard.

Matthew Gray, a member of the Firm, represents clients in all aspects of corporate, securities and commercial law, with a focus on representing buyers and sellers in domestic and international mergers, acquisitions, divestitures, restructurings, auction sales, distressed sales, related party acquisitions, leveraged buyouts, joint ventures and minority investments involving publicly and privately held companies and private equity and venture capital funds and their portfolio companies. He also advises clients and their boards on corporate, governance, fiduciary, contract, SEC reporting, securities and other relevant business laws.
Mr. Gray has worked with a diverse group of clients, both domestic and international, ranging from Fortune 500 public companies and large investment funds to private start-up companies and small venture capital funds, as well as non-profit organizations. He has represented clients in a variety of industries, including technology, finance, insurance, real estate, defense, government contracting, energy, manufacturing, automobile, transportation, healthcare, education, fashion, restaurant and hospitality, retail and consumer products and services. Mr. Gray has worked on numerous international transactions, including transactions in China, Australia, England, Ireland, Luxembourg, Mexico and Canada.
Mr. Gray also has significant experience with private placements, debt financing transactions, commercial contracts, employment agreements, equity incentive plans, reinsurance transactions, SEC and other governmental reviews and investigations, and the formation and attainment of 501(c)(3) status for non-profit organizations.

Jonathan Grubbs is a Director at Aprio Advisory Group specializing in the valuation of complex financial instruments, including common SPAC securities such as public and private warrants, earnout shares, and convertible notes. With nearly a decade of experience, he applies sophisticated methodologies such as Monte Carlo simulations and Binomial Lattice models to deliver accurate, defensible valuations for a wide range of clients including SPAC sponsors and SPAC targets throughout the entire life cycle of the SPAC.

Adam Kerbis is Managing Director, Head of SPAC Investment Banking at E.F. Hutton.
Prior to joining E.F. Hutton, he was an Executive Director in Investment Banking at UBS, where he helped build the firm’s SPAC advisory and capital markets practice. He also held senior leadership roles at other prominent Wall Street firms.
Adam leads the continued expansion of E.F. Hutton’s SPAC investment banking platform, advising clients on SPAC IPOs, DeSPACs, PIPEs and alternative financings, as well as post-DeSPAC advisory and equity offerings.

Steven Kreit is the Managing Partner of Kreit & Chiu (KC) and a member of the executive committee. With over 30 years of experience auditing public companies and leading SEC practices, he specializes in life sciences, pharmaceuticals, cannabis, media, technology, manufacturing, and distribution. Before KC, he was the Office Managing Partner at MGO, where he led the SEC practice as Partner In Charge, and a Partner at EisnerAmper, overseeing the NY commercial audit and Tech & Life Sciences group.
Steven has guided companies through IPOs, Reg A+, and reverse mergers, ensuring SEC compliance and coordinating with investment bankers and attorneys. Steven’s experience benefits his clients throughout their entire lifecycle: from emerging entities through growth stages and transactions as well as maturity.

Meredith Laitner, is a member of the Firm and Leader of the Firm’s DeSPAC practice group and Co-Head of the Firm’s Mergers & Acquisitions practice group. Ms. Laitner’s practice is focused on complex transactional work representing companies, funds, investors, placement agents and financing sources in complex mergers and acquisition transactions, financings, purchases, roll-ups, minority and majority investments, joint ventures and collaborations, divestitures, sales and spin-offs, private placements, SPAC and deSPAC transactions and other securities offerings, capital raises and major corporate transactions.
Ms. Laitner represents corporate sponsors, investors and private and public companies evaluating, pursuing or exiting business opportunities, as well as advising boards and committees on corporate governance matters. Some of the many industries in which Ms. Laitner has transactional experience include consumer goods and eCommerce platforms; health care, biotechnology and life sciences; alternative energy; financial services and transportation and mobility.
Ms. Laitner is co-head of the firm’s “deSPAC” practice group, regularly leading legal teams representing SPACs and operating companies engaged in go-public transactions to list on US national exchanges.

Michael is a Partner of Maples and Calder’s Corporate team in the Maples Group’s Cayman Islands office. His experience includes advising on a broad range of corporate and commercial work, including private equity, IPOs, mergers and acquisitions, joint ventures and SPACs. He also advises on all types of investment funds and has extensive experience in finance and capital markets.
Michael joined the Maples Group in 2013 and was elected as a partner in 2024.

Ali is a Partner in the Corporate group of the firm’s Cayman Islands office.
Ali acts for both public and private companies, sponsors, investment funds and asset managers. She advises clients on a broad range of corporate, finance and commercial matters with a focus on mergers and acquisitions, investment funds, capital markets, private equity, venture capital, and banking and finance, across all sectors.
Ali has significant offshore experience in both debt and equity capital market transactions including IPOs, and business combination transactions, and has acted for leading U.S. investment managers, financial services companies, credit and infrastructure managers in connection with certain syndicated loan and credit facilities.
Her practice also encompasses acting for financial institutions and investment managers on all aspects of the establishment and maintenance of offshore hedge funds, private equity funds, investment fund platforms and ongoing transactional and restructuring issues relating to offshore investment funds.
Prior to joining Appleby, Ali worked for a leading offshore firm in their corporate group for three years, and was a corporate associate specializing in mergers and acquisitions and private equity transactions at Goodmans LLP (Toronto office) and Stikeman Elliott LLP (Toronto, Calgary and U.K. offices), as well as having worked in banking and policy for Scotiabank (Toronto) and the Business Council of Canada (Ottawa).

Meaghan Miller leads DFIN’s Global Capital Markets sales teams across the Northeast and Midwest. Meaghan’s team partners closely with corporate issuers and advisory firms, leveraging ActiveDisclosure, a financial reporting software, and Venue, a virtual data room, to support a wide range of capital markets transactions and corporate compliance needs.
Meaghan joined EDGAR Online, a Donnelley Financial Solutions (DFIN) company, in 2011 and has since held positions in capital markets sales, as well as managing the legal and private equity verticals at DFIN. Prior to joining DFIN, Meaghan held senior pharmaceutical sales and marketing roles at GlaxoSmithKline and Pfizer.

Machua Millett is the Chief Innovation Officer and Alternative Investment Practice Leader at Lockton Financial Services, in which role he creates new insurance products for unaddressed risk exposures and serves as a technical expert on management and professional liability issues for private equity, venture capital and hedge fund managers, SPACs and target companies, and private and public companies. He works on a regular basis with GPL policies, portfolio companies, D&O programs, SPACs, and companies making the transition from private to public through initial public offerings (IPOs) and reverse mergers, D&O/management liability, pension trust liability, fidelity/crime, employment practices liability, private equity/venture capital professional services liability, internet/e‐commerce/cyber liability, kidnap and ransom, and merger and acquisition facilitation products. Mach has also been involved in creating new insurance products relating to wage and hour liability, FCPA investigation costs, FERC investigation costs, the responsible corporate officer doctrine, Dodd Frank compensation claw-back, cyber liability, social engineering loss, Chief Compliance Officer personal liability, intellectual property infringement liability, reputational risk, medical billing and coding liability, and transaction facilitation. Mach came to Lockton after twelve years at Marsh and ten years as an attorney at Skadden Arps, Bingham McCutchen, and Edwards Angell Palmer & Dodge, where he practiced law as an intellectual property, securities and general commercial litigator and insurance coverage defense lawyer. He has extensive experience crafting insurance contracts and litigating, arbitrating, mediating and negotiating the settlement of complex securities, intellectual property, business and insurance coverage disputes.

Nolan Munafo is a Director of Investment Banking at E.F. Hutton & Co., based in New York City. He advises public and private companies on a broad range of capital markets and strategic transactions, including IPOs, SPAC transactions, follow-on offerings, PIPEs, private placements, mergers and acquisitions, and other financing solutions.
Throughout his career, Nolan has worked closely with management teams, boards of directors, and institutional investors across a variety of industries. He has helped companies access the public markets, execute financing transactions, and pursue strategic growth initiatives.
Nolan is a graduate of the University of Pennsylvania.

Balaji Muthukrishnan is a finance and operations professional with 25+ years of experience & a track record of excellence in global financial services and regulatory compliance technologies.
As Chief Operating Officer at DataTracks, he brings strategic vision and operational rigor to the delivery of financial statements in electronic formats such as XBRL and iXBRL, ensuring that each client engagement achieves the highest standards of quality, cost efficiency, and accuracy.
Balaji has played a key role in DataTracks’ FinTech SaaS expansion across the US and Europe, driving significant revenue growth and directing a high-performing workforce since his arrival in 2006. His leadership is marked by an uncompromising dedication to client success, which translates early-stage engagements into long-term collaborations.

As President & Chairman of Continental, along with 40 years of industry experience, Steven plays a key role in the company’s operations, client initiatives and strategic direction. A magna cum laude graduate of Brandeis and NYU Law Review honoree, he has practiced law at Simpson Thacher & Bartlett and served as a Federal prosecutor. He chairs the Securities Transfer Association’s Legal Committee and serves on the Board of Directors as Vice President, driving meaningful industry change.

Mitch Nussbaum is co-chair of Loeb & Loeb. He focuses on representing emerging growth companies and investment banks in initial public offerings of operating companies and SPACs, follow-on public offerings, shelf takedowns, registered direct placements, PIPEs and other private placements (144A, Reg D, Reg A, Reg S, etc.). Mitch also regularly represents public companies regarding their SEC and NYSE or Nasdaq listing compliance and has acted as outside general counsel, including corporate, securities, M&A litigation and business counseling, to hundreds of private and public companies as well as their officers and directors. He also negotiates and documents acquisitions, mergers, going-private transactions, reverse mergers, proxy contests, tender offers, control contests, fund formations and secured lending financings and has represented issuers and underwriters in hundreds of SPAC public offerings and business combinations for over 20 years. Mitch was responsible for developing the groundbreaking IPAC, which features many of the benefits of the SPAC, but offers increased flexibility on pricing and deal structure, along with a more rapid transaction cycle.

Markus is a dedicated quantum physicist, senior financial executive and deep tech entrepreneur. Since he was 14 years old, Markus has been a quantum physics enthusiast. He built on that passion, studying mathematics and physics at RWTH Aachen, and researched in the area of quantum field theory at CERN. His curiosity drew him to business and finance, and he subsequently joined Boston Consulting Group. Later on, he assumed management responsibilities as a senior executive in various corporates including Deutsche Bank and UniCredit, as well as positions as Chief Financial Officer in owner-managed digital and high-tech companies. Ultimately, he decided to leverage his expertise in quantum physics, business and finance to become an entrepreneur in the quantum technologies space. In 2018, he founded Terra Quantum AG, a deep tech pioneer commercializing quantum tech application. Markus is senior advisor to private equity funds and member of the “Baden-Badener Unternehmergespräche (BBUG)”. Find more details on LinkedIn.

Michael focuses his practice on capital markets transactions across sectors, specializing in life sciences, technology and crypto. Michael regularly represents issuers, targets and investment banks in public and private capital raising events, including deSPAC business combinations, IPOs, follow-ons, private placements, ATMs, convertible debt and high-yield bond offerings. He also regularly counsels companies, their advisors and boards of directors on securities law compliance, corporate governance practices and disclosure.

Henry is a Senior Investment Associate with five years of experience in special situations and structured investing. He has held roles at Meteora Capital and Glazer Capital, two of the most prolific SPAC investment firms in the market, where his work has spanned SPAC risk capital, managing Meteora-sponsored SPACs, IPOs, and business combination investments across both debt and equity. At Meteora, he has also focused on structured investments for small and micro-cap companies. Prior to his current role, Henry worked on the Capital Markets team at ING. He holds a B.S. in Finance from NYU Stern School of Business.

Joel Rubinstein is a partner at White & Case, and a member of the Firm’s Capital Markets Practice. Joel represents issuers, investment banks and investors in IPOs, follow-on public offerings, at-the-market offerings (ATMs) and private placements (including PIPEs). He also represents public and private companies in mergers & acquisitions and joint ventures.
He regularly advises public company boards and management on compliance with securities laws and other strategic matters. Joel has significant experience in advising on IPOs and business combination transactions involving special purpose acquisition companies (SPACs), having advised on over 200 such transactions as a part of his practice since 2005.
Joel has advised on transactions in a variety of industries, including technology, media, online gaming, life sciences, energy, consumer, healthcare and industrial. He is a member of our Band 1 Chambers ranked Israel practice group, having worked on capital markets and other Israel-related matters for over 20 years.
Joel has been named a Star Individual (above Band 1) in Chambers Global 2024 and Chambers USA 2023 for SPACs.

Roger Salazar, Jr. is Managing Director and Head of Global Capital Markets at ARC Securities based in New York.
He is an experienced investment banker with a robust and diverse background in capital markets, recognized as a go-to advisor delivering impactful results. Roger has proven expertise in cultivating strong relationships with financial sponsors, boards, and corporations spanning various sectors, with a primary focus on growth equity, particularly in the technology and healthcare industries. He is a specialist in advising corporates and sponsors on equity financing alternatives across a product suite including IPOs, SPACs, follow-ons, block trades, tax-efficient monetizations, convertible debt, and M&A financing.
Most recently, Roger was a Senior Managing Director and Head of SPACs at SVB. Prior to that he held roles at Citigroup, RBC, and Societe Generale. He’s raised over 125 ($55BN+) SPACs and completed over 60 ($180BN+ EV) mergers along with over 100 bookrun equity transitions, raising over $50BN in proceeds.

Carey Savio, CPA is a Partner and East Coast Commercial Audit Leader at Weaver. With nearly 25 years of experience, including more than 20 years at a Big Four firm. She advises SEC registrants, including newly public companies, on ongoing public company audits, SEC reporting, periodic filings, and registration statements, and regularly supports management teams and audit committees in navigating complex accounting and compliance requirements.

Mark leads the EY US FAAS capital markets advisory team preparing companies to enter the public markets through IPOs, SPAC mergers and direct listings. Prior to joining EYCA, Mark served in senior Equity Capital Markets “ECM” positions on Wall Street for about 15 years. Most recently he was Deutsche Bank’s Head of Equity Financing Solutions, and prior to that he was a senior ECM execution banker at Barclays and its predecessor, Lehman Brothers. Before his investment banking years, Mark was a corporate and securities lawyer in Davis Polk’s capital markets group, and a staff attorney in the SEC’s Division of Corporation Finance.

Brandon is Head of SPAC Investment Banking at Cohen & Company Capital Markets and is one of Wall Street’s longest‑serving SPAC bankers. Over a 13‑year career, he has completed 120+ IPOs, 130+ de‑SPAC and M&A transactions representing more than $210bn in enterprise value, and 60+ PIPE and follow‑on offerings. Brandon holds an MBA from Yale School of Management and a BA from Carleton College.

Michael Tomasulo is the Sr. Managing Partner and National Management Liability Practice Leader at The Baldwin Group. With 30 years of experience, he has advised thousands of SPACs, publicly traded companies and IPOs on management liability and D&O insurance. Previously, he led Management Liability and Northeast operations at AHT Insurance and held leadership roles at AON, Nasdaq Insurance Agency, AIG, and Zurich. Michael is an industry speaker on board education and corporate governance.

Joe Tonnos is a Managing Director at Roth Capital Partners with over 15 years of experience investing in, structuring and advising public and private companies. Joe’s experience spans across the buyside and sell-side where he has also been a six-time SPAC sponsor and has led and/or invested in several PIPE transactions. His previous experience includes Mistral Equity Partners, Lazard and Bank of America. Mr. Tonnos received his B.S. and M.B.A. from Niagara University.

Marc joined EarlyBirdCapital in 2016 and is the Head of Capital Markets focusing on SPAC origination and business combinations. Prior to joining EarlyBirdCapital, Mr. Van Tricht was the Head of Event-Driven Strategy at CRT Capital. Earlier in his career, Mr. Van Tricht spent over 15 years on the buy-side at firms including Gracie Capital, Trafelet, and Eos Partners. Mr. Van Tricht graduated summa cum laude with a B.S. in Economics degree from the Wharton School at the University of Pennsylvania.

Ms. Van Valin is a principal member that leads the U.S. sales expansion for Odyssey Transfer. Her core focus is to profitably grow market share for Odyssey Transfer’s transfer agent and trust business by partnering with executive management teams at domestic and multinational corporations to deliver shareowner service solutions that serve the needs of clients and their investors. Ms. Van Valin has more than 12 years of experience working in the transfer agent and trust space, focusing on complex corporate action events, Mergers and Acquisitions, and IPOs.

Natalie Verbanac is a Managing Director at CBIZ in the New York City office and a member of the Capital Markets and Food & Beverage Services Groups. With over 25 years of experience, she provides assurance services, including audits and due diligence, for several industries including Special Purpose Acquisition Companies ( SPACs), life sciences, and technology. Natalie’s focus is auditing SEC reporting companies with complex accounting matters such as business combinations and financial instruments, with a significant amount of experience in a SPAC’s life cycle- the IPO process, regulatory compliance requirements and the business combination. She is a Certified Public Accountant licensed in the state of New York and a member of the American Institute of Certified Public Accountants and New York State Society of CPAs.

Mr. Gaurav Verma has been covering the Technology, Media, and Telecom sector for over 15 years and has executed over 100 billion in transactions encompassing sell-side and buy-side M&A, IPOs, equity offerings, SPACs, converts, high yield and investment grade financings. Mr. Verma has advised C-Suite executive teams on mergers and acquisition assignments, business development opportunities, growth strategies and capital allocation policies. Prior to joining D. Boral Capital, Mr. Verma was a Director at Nomura spearheading the TMT coverage efforts and executed several financial and strategic transactions and was a Senior Vice President at Bank of America Merrill Lynch within their TMT investment banking group. Mr. Verma received his MBA in Finance and Entrepreneurship from NYU Stern School of Business and BS in Computer Science and Economics from Rutgers University.

John Vessa is a Managing Director Wealth Management at Morgan Stanley in New York City who has been with the firm for over 3 decades. John also is a founding partner of The Harbor Group at Morgan Stanley. As a designated Family Wealth Director, John is one of a select few financial advisors recognized by Morgan Stanley for their experience and knowledge in providing wealth advisory services to some of the firm’s most affluent private clients and corporate executives. John is a member of Morgan Stanley’s 2024 prestigious Chairman’s Club, an elite group composed of the Firm’s top Financial Advisors.
Along with Wealth Management, John’s team focuses on asset management for SPAC (Special Purpose Acquisition Company) trust accounts. With almost 20 years of experience, over 130 SPACs and tens of billions of SPAC trust fund assets managed, John’s team has become a preferred provider in this space.

Alex Weniger-Araujo is a transactional partner specializing in corporate and venture finance, governance, and capital markets. He represents a diverse roster of emerging growth and high-technology issuers, underwriters, and investors across public and private offerings. Alex has deep experience in equity crowdfunding and the SPAC lifecycle, including IPOs, PIPE financing, and business combinations, while advising clients on complex SEC reporting and shareholder requirements.

Doug(las) Ward is CEO & General Partner of Axiom Intelligence Acquisition Corporation 1 (AIAC1) which IPO’d raising $200m in June 2025. 26th May 2026 AIAC1 announced a definitive BCA agreement with Terra Quantum AG for $3.5bn equity valuation, representing one of Europe’s largest Deep Tech transactions.
Doug is a successul British entrepreneur, today with investments across A.I, Quantum, renewables & real estate.
A Manchester United FC fan & father to a three month baby girl.

Simon Willcocks is an investor relations and capital markets advisor with nearly 20 years of experience helping companies navigate the public markets and communicate effectively with investors.
He has advised approximately 200 private and public companies across a broad range of industries, from early-stage growth businesses to established global corporations. Simon is particularly known for his work supporting companies through IPO and SPAC transactions, helping management teams develop compelling investment narratives, prepare for the responsibilities of public ownership, and build credibility with investors.
His experience spans investor relations, strategic communications, shareholder engagement, M&A, activism defense, crisis communications, and other special situations. Drawing on a background in both law and capital markets, Simon works closely with boards and executive teams to simplify complex issues and strengthen engagement with the investment community.
A former UK barrister, Simon began his career advising on oil and gas mergers and acquisitions in London and today advises companies, boards, and investors across North America and internationally.

Paul Wood is a Managing Director and Co-Head of SPAC Investment Banking at BTIG. Prior to joining BTIG, Mr. Wood spent 14 years at Citigroup serving in a number of roles, most recently with the Prime Brokerage Unit’s Structured Lending Group overseeing the bank’s SPAC portfolio financing capabilities where he executed esoteric financing transactions for the firm’s hedge fund and PE clients. Prior to that, he advised US Industrials and Aerospace & Defense clients within Citi’s Corporate & Investment Bank. Mr. Wood earned a BS in Business Administration from the University of Richmond and a MSc in Management from E.M. Lyon Business School in Lyon, France.

Mr. Wright serves as Chief Executive Officer of Belay Global Partners and is a member of the Board of Directors. He is a seasoned capital markets executive with extensive experience advising SPAC sponsors, growth-stage companies, and institutional investors on public market readiness, investor engagement, and complex transaction execution. Mr. Wright’s is currently the CEO of McKinley Acquisition Corporation, Belay’s active SPAC.
Mr. Wright is the Founder and President of Intro-act, LLC, a capital markets advisory firm that partners with investment banks and investor relations firms to support private and public companies with peer benchmarking, investor targeting, and institutional positioning. He also serves as President of PartnerCap Securities, LLC, a registered broker-dealer, where he focuses on investment banking activities including structured financings, PIPE transactions, and SPAC capital formation.
Earlier in his career, Mr. Wright held senior roles across the buy-side and sell-side, including Analyst and Portfolio Manager at AI Capital Management, Managing Director at Cantor Fitzgerald, and Director of Research at Tradition, covering emerging technology. He began his career as an equity analyst specializing in semiconductors at CIBC World Markets and Fidelity Investments.
Mr. Wright holds a Bachelor’s degree from the Wharton School of Business at the University of Pennsylvania, where he concentrated in finance.

Anthony Zangrillo is a shareholder of the firm and focuses his practice on capital markets transactions, SPACs, mergers and acquisitions, and corporate governance matters. He represents public and private companies, private equity sponsors, SPACs, underwriters, and initial purchasers in a broad range of securities transactions, including initial public offerings, SPAC IPOs and business combinations, equity and debt offerings, convertible note issuances, acquisition financings, tender and exchange offers, and private placements. Anthony also advises U.S. and international clients on SEC, NYSE, and Nasdaq disclosure, reporting, listing, and compliance obligations, providing practical, business-focused guidance on complex securities law and public company matters.

Morris C. Zarif, Esq. is the Founder and Managing Partner of Zarif Law Group P.C., a corporate and securities law firm serving clients globally from its main offices in New York and New Jersey. He leads the firm’s mission to empower businesses through strategic, high-impact legal guidance — from startup inception to public-company milestones and complex M&A transactions.
Drawing on experience honed at some of the country’s leading corporate and securities law firms, Mr. Zarif brings big-law sophistication to the mid- and micro-capital markets and M&A fields. His practice focuses on guiding issuers, investors, and corporate boards through the full spectrum of transactional and regulatory matters, including:
• Capital Markets & Securities
• Private Placements & Exempt Offerings
• Public Company Transactions & Regulatory Compliance
• SPACs, Up-Listings & Cross-Listings
• Mergers & Acquisitions
• Corporate Governance & Financing
Mr. Zarif earned his LL.M. in Securities and Finance from Georgetown University Law Center, his Juris Doctor from Brooklyn Law School, and a Master’s degree in International Relations from Eichmann University in Israel.Under Mr. Zarif’s leadership, Zarif Law Group P.C. is recognized for delivering tailored, business-focused solutions that align legal strategy with each client’s growth objectives. The firm partners closely with entrepreneurs, investors, and established enterprises alike — providing precise, proactive, and trusted counsel at every stage of the business lifecycle.
© DealFlow Financial Products, Inc. (d/b/a DealFlow Events). All rights reserved. DealFlow Events™ and The SPAC Conference™ are trademarks of DealFlow Financial Products, Inc.