XPX Greater BostonSummit 2025
Location

Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210

Date

Tuesday, May 13th, 11:30 AM - 7:00 PM EDT

Coming Soon

Program Agenda

Check In & Networking Lunch

11:30am - 12:30pm

Welcome and Introductions

12:30pm - 1:00pm

Session 1

1:00pm - 1:45pm
Political Update
Views from Washington

Session 2

1:45pm - 2:30pm
State of the M&A Market

The State of the M&A Market session will feature a panel examining current merger and acquisition trends. Participants will hear diverse perspectives from industry specialists who offer both quantitative insights on transaction volume and qualitative analysis of how deal structures are evolving in response to today's economic uncertainty.

Networking Break

2:30pm - 3:00pm

Session 3

3:00pm - 3:45pm
How Advisors Can Work Together for Better Outcomes

This panel session will explore strategies for enhanced collaboration among M&A advisors throughout the deal lifecycle. Key discussion points will include: overcoming business owner objections to involving additional advisors, demonstrating the value of specialist expertise, identifying and resolving common disconnects between advisors, and fostering collaboration across unaffiliated groups.

Session 4

3:45pm - 4:30pm
TED Talk
How are Advisors Leveraging AI Today?

Intro & Background AI Evolution - moving from today to tomorrow highlighting changes in AI Eras AI Landscape - traditional AI to AI agents Boom in generative AI - what is it and professional services use cases, concept of effective prompt engineering Effective AI usage - ROI and pitfalls Common Tools - what is out in the market that is readily available -steps to take and risks to consider when adopting AI.

Closing Session

4:30pm - 5:00pm
Market Pulse: Economic and Market Insights from JP Morgan

Join us for an update from JP Morgan's Global Investment Strategy Team regarding current public market dynamics and economic trends.

Networking Reception

5:00pm - 7:00pm

Summit Venue Host

Summit Sponsors