SBC is preparing to launch its event debut Earnings & More:Capital Markets Forum at the iconic New York Stock Exchange il 6st May, offering 200 attendees a mix of learning and networking opportunities with leading experts.
This exclusive event, organized in collaboration with Earnings+More, aims to bring together the best minds from investment banking, mergers and acquisitions and strategy consultancies, together with financial analysts and senior decision makers from the gambling industry. Together, through a series of conference sessions, they will discuss the key trends shaping the betting and iGaming space in the United States and around the world.
Conference sessions
As the era of readily available capital fades, private equity finds itself under pressure to validate its value proposition. Experts like Adam Rosenberg (Senior Advisor | Gaming & Leisure, Blackstone), Joel H. Simkins (Managing Director, Houlihan Lokey), Nanette Heide (Global Chair, Private Equity Group, Duane Morris) e John Decree (Analyst, Global Commercial Real Estate Services) will analyze the specific contributions that private equity can make to the gaming industry by evaluating its historical performance relative to the sector. Among other topics, the speakers of “Private Equity and Gaming” they will delve into which companies they identify as promising targets for private equity involvement, both in the public market and among private businesses.
The panel "Billion-dollar Babies: The Swing to Profitability” will explore the implications of the shift to profitability and the rise of billion-dollar EBITDA giants for the rest of the US online sports betting and online casino industry. Speakers will answer questions such as how the substantial profits accrued by industry leaders will impact others in the industry, as well as how those gains will be used. Andrew Fabian (Investment Banking – Global Technology Group, Citi), Barry Jonas (Managing Director, Truist Securities), Cassandra Lee (Senior Associate, Bettor Capital) e Chad Beynon (Senior Equity Analyst, Macquarie) will also discuss whether the sector will see an increase in merger and acquisition activity, among other key discussion points.
As the trend of European companies struggling to penetrate the North American market raises questions about their ongoing aspirations, the panel “Safe European Home: What do Withdrawals from North America Say about Future Ambitions?” will delve into the challenges associated with companies withdrawing their presence from North America. With concerns about wasted capital and failed businesses looming, Ramy Ibrahim (Managing Director, Moelis & Company), Matt Sodl (Founding Partner and President, Innovation Capital) e Robin Chhabra (CEO, Tekkorp) will discuss strategies to allay investor apprehensions and articulate future plans. Scott Longley (CEO, Clear Concise Media) will moderate the session.
As the trend of continuously expanding portfolios with bolt-on transactions becomes increasingly challenging, the panel “No More Worlds to Conquer: What Happens When the Bolt-On Deals Dry Up?” shifts the discussion to the future of M&A activity. Sandford Loudon (Partners, Oakvale Capital), Thomas Nicholls (Managing Director, Strategic Advisory Group, PJT Partners), Adam Berger (Partner, Duane Morris) e James Brodie (Head of Interactive, International, MGM Interactive) will focus on finding value-enhancing deals in Europe and beyond and analyze whether the era of the bolt-on juggernaut is nearing its end, with such opportunities dwindling and shareholders increasingly more wary of costly expansions.
While the spotlight has largely been on the expansion of sports betting in the United States, the slower progress of online casino legalization at the state level has received less attention. The speakers Davis Catlin (Managing Partner, Discerning Capital), Josh Swissman (Consultant, GMA), Lauren Seiler (Founder, Global Gaming Advisors) ed Eric Hession (President, Caesars Digital) will discuss opportunities in the online casino space and potential rewards operators can capitalize on during the panel "Short-term memory: Have investors forgotten about iCasino?". Caroline Ponsetti (Communications Strategist, Invariant) will moderate the session where one main question will be answered: Are investors tuned into this long-term potential?
Once the conference session concludes, participants will be invited to participate in Networking Drinks directly in the trading floor at 18:00 pm.
Secure your seat at the Capital Markets Forum with a pass priced at $300. Availability is limited.
The event precedes the SBC Summit North America, the largest iGaming and sports betting event in North America, is scheduled for May 7-9 at the Meadowlands Exposition Center in New Jersey. This ensures convenience for those interested in attending both events.
