Monday, May 6 - Afternoon

12:00 pm - 1:00 pm

Welcome Lunch

Join us in the Networking Zone for our Welcome Lunch. This is a great opportunity to network with the IndEx community.

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1:00 pm - 1:15 pm

Welcoming Remarks

1:15 pm - 1:45 pm

Opening Speaker

1:45 pm - 2:15 pm

The ability to capture, store and analyze manufacturing data in new and meaningful ways has the power to transform middle market industrial companies. What’s often missing, however, is an organizational mindset of innovation — without which all the new technology and tools may disappoint. In this session, technologist and design thinker Tom Wujec will chart how digital tools to capture…

Read More
2:15 pm - 3:00 pm

Keeping up with the fast pace of technological advances and adapting to these changes is a challenge and opportunity that all middle-market industrial companies face, whether they are publicly or privately owned. Arguably, one of the greatest impacts of technology for private equity owned middle-market industrial companies is its power to reduce or eradicate competitive moats. The rapid pace of…

Read More
3:00 pm - 3:25 pm

Coffee Break – Brought to you by AlixPartners

Join us in the Networking Zone for coffee, meet new customers and reconnect with existing clients.   Brought to you by Alix Partners. 

Read More
3:25 pm - 4:10 pm

Automation and increasing use of robotics are nothing new in industrial manufacturing. But the Internet of Things (IoT), particularly in industrial applications, has hastened the pace of change and made the latest technological advancements more accessible to more companies than ever imagined, dramatically changing human resource needs. Where do these changes leave workers and front-line management? While increasing productivity and…

Read More
4:10 pm - 4:45 pm

For industrial companies, insuring plants and equipment used to be relatively straightforward: write a check, even if seemingly too large, to an insurance company. Today, middle market industrials can capture data from their own operations to help craft risk-management solutions that are more customized, more protective and less expensive. In fact, the data revolution is spawning a wave of industrial internet of things (IIoT)…

Read More
4:45 pm - 5:30 pm

How a Futuristic ‘Toy’ Can Improve Industrial Operations Today…. Who could guess that those immersive headsets creating hours of riveting fun for teenagers (and many of their parents) may point to a solution for an intractable problem facing industrial companies? That problem — having employees fully grasp productivity-improving information — can be addressed effectively today through augmented reality. This futuristic technology, which superimposes digital data, images…

Read More

Monday, May 6 - Evening

5:30 pm - 7:00 pm

Networking Reception – Brought to you by Houlihan Lokey

Brought to you by Houlihan Lokey

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Tuesday, May 7 - Morning

7:30 am - 8:30 am

Breakfast

8:30 am - 9:00 am

Opening Speaker

9:00 am - 9:45 am

With so much of our cyber security attention focused on big banks, government installations and other large players in our increasingly digital economy, it’s easy to be lulled into believing that small to medium-sized industrial companies in out-of-the-way locations are safe. You aren’t. If anything, you are more vulnerable. Companies with fewer manpower resources devoted to security procedures and data…

Read More
9:45 am - 10:30 am

In this roll-up-your-sleeves session, cybersecurity experts will detail the steps your company must take to secure itself in a world increasingly vulnerable to cyberattacks and cybercrime. You will learn practical ways to train your staff, hire consultants, set budgets, establish controls, protect your equipment and prevent phishing and other forms of cyber fraud. In addition, practical insights from a company…

Read More
10:30 am - 11:00 am

Coffee Break

11:00 am - 11:45 am

C-suite executives at middle market industrial companies have a lot to digest these days — adopting transformative technologies, finding the right talent, implementing new business processes, embracing digital efforts, understanding big data and analytics – to name just a few. At the same time, these same executives are responsible for delivering improved year-on-year financial performances. Excellent strategic planning and execution…

Read More
11:45 am - 12:30 pm

Session Summary: How do successful CEOs and executive teams beat the odds? They get really good at building the skills and systems needed to execute their plans better than their industry peers and achieve their growth goals. In this case study, we take a look at how Randy Carr, CEO of World Emblem, took his mid-market business from 50 to…

Read More

Tuesday, May 7 - Afternoon

12:30 pm - 1:30 pm

Lunch: Brought to you by Simon-Kucher & Partners

Join us for the Networking Lunch, brought to you by Simon-Kucher & Partners.

Read More
1:30 pm - 2:15 pm

In light of changing demographics, globalization, and the competition for talent, diversity and inclusion are increasingly important topics in the private equity and middle-market industrial community. The reverberations of the #metoo movement have been felt in board rooms across the globe and companies are paying close attention to ensure their policies and practices are sufficiently robust. The PE and middle…

Read More
2:15 pm - 3:15 pm

The North American automotive industry is undergoing a massive transformation in terms of its customers’ preferences, production processes and business models. Ride sharing, electric vehicles and autonomous driving are just a few of the changes that the automotive sector is grappling with currently – and these trends are only going to increase in the future. By 2030, based on mileage,…

Read More
3:15 pm - 3:45 pm

Coffee Break

3:45 pm - 4:30 pm

In today’s environment, it is becoming increasingly difficult to apply the typical EBITDA improvement playbook to achieve the results that PE sponsors require to realize the goals of their investment thesis. Managing, understanding and streamlining supply chains is usually a huge competitive advantage, but never has there been a time where there are more complexities and opportunities in this area….

Read More
4:30 pm - 5:00 pm

This session is ideal for CEOs of operating companies and Managing Directors with portfolio responsibilities of private equity companies. In the session, you will learn how to align your teams to reduce organizational drag and optimize performance.  Some of the specific takeaways include: A picture of what an aligned organization looks like and how to create one Ideas on how to…

Read More

Tuesday, May 7 - Evening

5:30 pm - 7:00 pm

Networking Reception – Brought to you by Jefferies

Brought to you by Jefferies.  

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Wednesday, May 8 - Morning

8:00 am - 9:00 am

Breakfast

9:00 am - 9:45 am

There comes a time in the lifecycle of every company when a path for growth must be defined. It is at this time that a business must decide which growth strategy — or combination thereof — they would like to pursue. In this session, panelists will discuss best practices for different expansion tactics, along with the opportunities and challenges that…

Read More
9:45 am - 10:30 am

Supply chains are becoming more integrated, delivery times are shrinking due to customer demands and e-commerce is changing the nature of sales and distribution channels. At the same time, digitalization is offering increased productivity, ways to improve freight costs and enhanced transparency but it is also forcing companies to embrace new working practices. These changes are all taking place against…

Read More
10:30 am - 11:00 am

A closer look at how trade wars and tariffs are impacting middle market industrial companies and their PE owners (description to follow).

Read More
11:00 am - 11:30 am

Coffee Break

Wednesday, May 8 - Afternoon

11:30 am - 12:15 pm

A manufacturing environment where addition replaces subtraction is coming. Soon, middle market industrials across industry segments will have greater access to additive manufacturing processes where precise, layer-upon-layer creation takes the place of milling, machining or otherwise removing or reshaping material. This timely session will explore how best to harness the vast potential of manufacturing’s game-changing switch in paradigms, which combines customization…

Read More
12:15 pm - 1:00 pm

Get a guy who successfully ran a unit of a giant manufacturer. That model for building an operations team at a PE-owned middle market industrial company is becoming passé. A new generation of operators is emerging whose members are skilled in statistical analysis, computer programming and data science — talents needed to master the challenges of creating value in today’s…

Read More
1:00 pm - 2:00 pm

Lunch

Business Intelligence

11:00 am - 11:45 am

C-suite executives at middle market industrial companies have a lot to digest these days — adopting transformative technologies, finding the right talent, implementing new business processes, embracing digital efforts, understanding big data and analytics – to name just a few. At the same time, these same executives are responsible for delivering improved year-on-year financial performances. Excellent strategic planning and execution…

Read More
12:15 pm - 1:00 pm

Round Table: Business Intelligence

Management & Operations

9:00 am - 9:45 am

There comes a time in the lifecycle of every company when a path for growth must be defined. It is at this time that a business must decide which growth strategy — or combination thereof — they would like to pursue. In this session, panelists will discuss best practices for different expansion tactics, along with the opportunities and challenges that…

Read More
11:00 am - 11:45 am

C-suite executives at middle market industrial companies have a lot to digest these days — adopting transformative technologies, finding the right talent, implementing new business processes, embracing digital efforts, understanding big data and analytics – to name just a few. At the same time, these same executives are responsible for delivering improved year-on-year financial performances. Excellent strategic planning and execution…

Read More
11:45 am - 12:30 pm

Session Summary: How do successful CEOs and executive teams beat the odds? They get really good at building the skills and systems needed to execute their plans better than their industry peers and achieve their growth goals. In this case study, we take a look at how Randy Carr, CEO of World Emblem, took his mid-market business from 50 to…

Read More
12:15 pm - 1:00 pm

Get a guy who successfully ran a unit of a giant manufacturer. That model for building an operations team at a PE-owned middle market industrial company is becoming passé. A new generation of operators is emerging whose members are skilled in statistical analysis, computer programming and data science — talents needed to master the challenges of creating value in today’s…

Read More
4:30 pm - 5:00 pm

This session is ideal for CEOs of operating companies and Managing Directors with portfolio responsibilities of private equity companies. In the session, you will learn how to align your teams to reduce organizational drag and optimize performance.  Some of the specific takeaways include: A picture of what an aligned organization looks like and how to create one Ideas on how to…

Read More

Supply Chain Management

9:45 am - 10:30 am

Supply chains are becoming more integrated, delivery times are shrinking due to customer demands and e-commerce is changing the nature of sales and distribution channels. At the same time, digitalization is offering increased productivity, ways to improve freight costs and enhanced transparency but it is also forcing companies to embrace new working practices. These changes are all taking place against…

Read More
10:30 am - 11:00 am

A closer look at how trade wars and tariffs are impacting middle market industrial companies and their PE owners (description to follow).

Read More
11:30 am - 12:15 pm

A manufacturing environment where addition replaces subtraction is coming. Soon, middle market industrials across industry segments will have greater access to additive manufacturing processes where precise, layer-upon-layer creation takes the place of milling, machining or otherwise removing or reshaping material. This timely session will explore how best to harness the vast potential of manufacturing’s game-changing switch in paradigms, which combines customization…

Read More
3:45 pm - 4:30 pm

In today’s environment, it is becoming increasingly difficult to apply the typical EBITDA improvement playbook to achieve the results that PE sponsors require to realize the goals of their investment thesis. Managing, understanding and streamlining supply chains is usually a huge competitive advantage, but never has there been a time where there are more complexities and opportunities in this area….

Read More

Cyber Security

9:00 am - 9:45 am

With so much of our cyber security attention focused on big banks, government installations and other large players in our increasingly digital economy, it’s easy to be lulled into believing that small to medium-sized industrial companies in out-of-the-way locations are safe. You aren’t. If anything, you are more vulnerable. Companies with fewer manpower resources devoted to security procedures and data…

Read More
9:45 am - 10:30 am

In this roll-up-your-sleeves session, cybersecurity experts will detail the steps your company must take to secure itself in a world increasingly vulnerable to cyberattacks and cybercrime. You will learn practical ways to train your staff, hire consultants, set budgets, establish controls, protect your equipment and prevent phishing and other forms of cyber fraud. In addition, practical insights from a company…

Read More

Industrial Automation

2:15 pm - 3:15 pm

The North American automotive industry is undergoing a massive transformation in terms of its customers’ preferences, production processes and business models. Ride sharing, electric vehicles and autonomous driving are just a few of the changes that the automotive sector is grappling with currently – and these trends are only going to increase in the future. By 2030, based on mileage,…

Read More
3:25 pm - 4:10 pm

Automation and increasing use of robotics are nothing new in industrial manufacturing. But the Internet of Things (IoT), particularly in industrial applications, has hastened the pace of change and made the latest technological advancements more accessible to more companies than ever imagined, dramatically changing human resource needs. Where do these changes leave workers and front-line management? While increasing productivity and…

Read More
4:10 pm - 4:45 pm

For industrial companies, insuring plants and equipment used to be relatively straightforward: write a check, even if seemingly too large, to an insurance company. Today, middle market industrials can capture data from their own operations to help craft risk-management solutions that are more customized, more protective and less expensive. In fact, the data revolution is spawning a wave of industrial internet of things (IIoT)…

Read More
4:45 pm - 5:30 pm

How a Futuristic ‘Toy’ Can Improve Industrial Operations Today…. Who could guess that those immersive headsets creating hours of riveting fun for teenagers (and many of their parents) may point to a solution for an intractable problem facing industrial companies? That problem — having employees fully grasp productivity-improving information — can be addressed effectively today through augmented reality. This futuristic technology, which superimposes digital data, images…

Read More

General Session

8:30 am - 9:00 am

Opening Speaker

1:00 pm - 1:15 pm

Welcoming Remarks

1:15 pm - 1:45 pm

Opening Speaker

1:30 pm - 2:15 pm

In light of changing demographics, globalization, and the competition for talent, diversity and inclusion are increasingly important topics in the private equity and middle-market industrial community. The reverberations of the #metoo movement have been felt in board rooms across the globe and companies are paying close attention to ensure their policies and practices are sufficiently robust. The PE and middle…

Read More
1:45 pm - 2:15 pm

The ability to capture, store and analyze manufacturing data in new and meaningful ways has the power to transform middle market industrial companies. What’s often missing, however, is an organizational mindset of innovation — without which all the new technology and tools may disappoint. In this session, technologist and design thinker Tom Wujec will chart how digital tools to capture…

Read More
2:15 pm - 3:00 pm

Keeping up with the fast pace of technological advances and adapting to these changes is a challenge and opportunity that all middle-market industrial companies face, whether they are publicly or privately owned. Arguably, one of the greatest impacts of technology for private equity owned middle-market industrial companies is its power to reduce or eradicate competitive moats. The rapid pace of…

Read More

Networking

7:30 am - 8:30 am

Breakfast

8:00 am - 9:00 am

Breakfast

10:30 am - 11:00 am

Coffee Break

11:00 am - 11:30 am

Coffee Break

12:00 pm - 1:00 pm

Welcome Lunch

Join us in the Networking Zone for our Welcome Lunch. This is a great opportunity to network with the IndEx community.

Read More
12:30 pm - 1:30 pm

Lunch: Brought to you by Simon-Kucher & Partners

Join us for the Networking Lunch, brought to you by Simon-Kucher & Partners.

Read More
1:00 pm - 2:00 pm

Lunch

3:00 pm - 3:25 pm

Coffee Break – Brought to you by AlixPartners

Join us in the Networking Zone for coffee, meet new customers and reconnect with existing clients.   Brought to you by Alix Partners. 

Read More
3:15 pm - 3:45 pm

Coffee Break

5:30 pm - 7:00 pm

Networking Reception – Brought to you by Houlihan Lokey

Brought to you by Houlihan Lokey

Read More
5:30 pm - 7:00 pm

Networking Reception – Brought to you by Jefferies

Brought to you by Jefferies.  

Read More