Monday, May 6 - Afternoon

Click here to download the agenda.

11:00 am - 7:00 pm

Join us in the Networking Zone outside Grand Ballroom A.

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12:00 pm - 12:45 pm

Welcome Lunch

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

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12:45 pm - 12:55 pm

Welcoming Remarks

12:55 pm - 1:50 pm

Considered one of the most progressive and talented baseball executives in the game today, Billy Beane has molded the Oakland Athletics into one of professional baseball’s most consistent winners since taking over as General Manager…

READ MORE >
1:50 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…

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. With the rapid…

READ MORE >
3:00 pm - 3:30 pm

Join us in the Networking Zone for coffee, meet new customers and reconnect with existing clients.

READ MORE >
3:30 pm - 4:15 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…

READ MORE >
4:15 pm - 4:45 pm

More and more business leaders in the industrial space are making the connection between quality data in their indirect supply chain and their production reliability strategy. However, despite its mission-critical nature, MRO has largely been…

READ MORE >
4:45 pm - 5:15 pm

Terms such as ’digital transformation’ and ‘Industry 4.0’ have become buzzwords – as the saying goes “if you’re not doing it, you could be Uberized tomorrow”. But how do PE firms and their portfolio companies…

READ MORE >
5:15 pm - 5:45 pm

Augmented reality is transforming the workplace. This futuristic technology, which superimposes digital data, images and control options onto a view of the physical world through a wearable digital device, is dramatically changing the world of…

READ MORE >

Monday, May 6 - Evening

Click here to download the agenda.

5:45 pm - 7:15 pm

Join us in the Networking Zone to meet new contacts and reconnect with existing ones.

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Tuesday, May 7 - Morning

Click here to download the agenda.

7:30 am - 8:30 am

Join us for Breakfast in the Networking Zone outside Grand Ballroom A and B.    

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8:30 am - 9:15 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…

READ MORE >
9:15 am - 10:00 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,…

READ MORE >
10:00 am - 10:45 am

Perhaps more than companies in many other industries, middle-market industrials understand that the U.S. is not an island in the global economy. Competing in the international arena, they sometimes find opportunities to expand internationally and…

READ MORE >
10:45 am - 11:15 am

Coffee Break

10:45 am - 11:15 am

PE sponsors and manufacturing executives are often frustrated that their financial strategies are, at best, only loosely related to day-to-day micro decisions.  Too often the gap between plans and results is embarrassing.  But recent advances…

READ MORE >
11:15 am - 12:00 pm

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 –…

READ MORE >
12:00 pm - 12:45 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…

READ MORE >

Tuesday, May 7 - Afternoon

Click here to download the agenda.

12:45 pm - 1:45 pm

Join us for the Networking Lunch in Ballroom B.

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1:45 pm - 2:30 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…

READ MORE >
2:30 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…

READ MORE >
3:15 pm - 3:45 pm

Coffee, tea and time to connect in the Networking Zone.

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…

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…

READ MORE >
5:00 pm - 5:30 pm

Companies invest substantially in designing and building new products. Yet they consistently struggle to monetize them. Billions of dollars are spent and lost every year because more than 70 percent of innovations fail to meet…

READ MORE >

Tuesday, May 7 - Evening

Click here to download the agenda.

5:30 pm - 7:00 pm

Join us in the Networking Zone for drinks.

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Wednesday, May 8 - Morning

Click here to download the agenda.

7:30 am - 8:30 am

Breakfast

8:00 am - 8:30 am

There is a huge opportunity to make businesses more profitable and more predictable, by improving the effectiveness of managers.  Led by Andrew Rush, Vice President at Carpedia International, this roundtable discussion will focus on how…

READ MORE >
8:30 am - 9:15 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…

READ MORE >
9:15 am - 10:00 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…

READ MORE >
10:00 am - 10:30 am

Join us in the Networking Zone for coffee, meet new customers and reconnect with existing clients.  

READ MORE >
10:30 am - 11:15 am

This session will take a closer look at how trade wars and tariffs are impacting middle market industrial companies and their PE owners – and strategies you can deploy to create value in this dynamic…

READ MORE >

Wednesday, May 8 - Afternoon

Click here to download the agenda.

11:15 am - 12:00 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…

READ MORE >
12:00 pm - 12:45 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…

READ MORE >
12:45 pm - 1:10 pm

Closing Address

Business Intelligence

Click here to download the agenda.

11:15 am - 12:00 pm

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 –…

READ MORE >
12:15 pm - 1:00 pm

Round Table: Business Intelligence

Management & Operations

Click here to download the agenda.

8:00 am - 8:30 am

There is a huge opportunity to make businesses more profitable and more predictable, by improving the effectiveness of managers.  Led by Andrew Rush, Vice President at Carpedia International, this roundtable discussion will focus on how…

READ MORE >
8:30 am - 9:15 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…

READ MORE >
10:00 am - 10:45 am

Perhaps more than companies in many other industries, middle-market industrials understand that the U.S. is not an island in the global economy. Competing in the international arena, they sometimes find opportunities to expand internationally and…

READ MORE >
10:45 am - 11:15 am

PE sponsors and manufacturing executives are often frustrated that their financial strategies are, at best, only loosely related to day-to-day micro decisions.  Too often the gap between plans and results is embarrassing.  But recent advances…

READ MORE >
11:15 am - 12:00 pm

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 –…

READ MORE >
12:00 pm - 12:45 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…

READ MORE >
12:00 pm - 12:45 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…

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…

READ MORE >
5:00 pm - 5:30 pm

Companies invest substantially in designing and building new products. Yet they consistently struggle to monetize them. Billions of dollars are spent and lost every year because more than 70 percent of innovations fail to meet…

READ MORE >

Supply Chain Management

Click here to download the agenda.

9:15 am - 10:00 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…

READ MORE >
10:30 am - 11:15 am

This session will take a closer look at how trade wars and tariffs are impacting middle market industrial companies and their PE owners – and strategies you can deploy to create value in this dynamic…

READ MORE >
11:15 am - 12:00 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…

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…

READ MORE >
4:15 pm - 4:45 pm

More and more business leaders in the industrial space are making the connection between quality data in their indirect supply chain and their production reliability strategy. However, despite its mission-critical nature, MRO has largely been…

READ MORE >

Cyber Security

Click here to download the agenda.

8:30 am - 9:15 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…

READ MORE >
9:15 am - 10:00 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,…

READ MORE >

Industrial Automation

Click here to download the agenda.

2:30 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…

READ MORE >
3:30 pm - 4:15 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…

READ MORE >
4:15 pm - 4:45 pm

More and more business leaders in the industrial space are making the connection between quality data in their indirect supply chain and their production reliability strategy. However, despite its mission-critical nature, MRO has largely been…

READ MORE >
4:45 pm - 5:15 pm

Terms such as ’digital transformation’ and ‘Industry 4.0’ have become buzzwords – as the saying goes “if you’re not doing it, you could be Uberized tomorrow”. But how do PE firms and their portfolio companies…

READ MORE >
5:15 pm - 5:45 pm

Augmented reality is transforming the workplace. This futuristic technology, which superimposes digital data, images and control options onto a view of the physical world through a wearable digital device, is dramatically changing the world of…

READ MORE >

General Session

Click here to download the agenda.

12:45 pm - 12:55 pm

Welcoming Remarks

12:45 pm - 1:10 pm

Closing Address

12:55 pm - 1:50 pm

Considered one of the most progressive and talented baseball executives in the game today, Billy Beane has molded the Oakland Athletics into one of professional baseball’s most consistent winners since taking over as General Manager…

READ MORE >
1:45 pm - 2:30 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…

READ MORE >
1:50 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…

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. With the rapid…

READ MORE >

Networking

Click here to download the agenda.

7:30 am - 8:30 am

Join us for Breakfast in the Networking Zone outside Grand Ballroom A and B.    

READ MORE >
7:30 am - 8:30 am

Breakfast

10:00 am - 10:30 am

Join us in the Networking Zone for coffee, meet new customers and reconnect with existing clients.  

READ MORE >
10:45 am - 11:15 am

Coffee Break

11:00 am - 7:00 pm

Join us in the Networking Zone outside Grand Ballroom A.

READ MORE >
12:00 pm - 12:45 pm

Welcome Lunch

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

READ MORE >
12:45 pm - 1:45 pm

Join us for the Networking Lunch in Ballroom B.

READ MORE >
3:00 pm - 3:30 pm

Join us in the Networking Zone for coffee, meet new customers and reconnect with existing clients.

READ MORE >
3:15 pm - 3:45 pm

Coffee, tea and time to connect in the Networking Zone.

READ MORE >
5:30 pm - 7:00 pm

Join us in the Networking Zone for drinks.

READ MORE >
5:45 pm - 7:15 pm

Join us in the Networking Zone to meet new contacts and reconnect with existing ones.

READ MORE >

Click here to download the agenda.