Ready for Anything: IPOs, SPACs and Capital Market Shifts

The path to liquidity has rarely been harder to predict. IPO windows can open and close within weeks. The SPAC market continues to evolve. Private equity timelines shift unexpectedly. At the same time, growth companies are under increasing pressure to be prepared for multiple strategic outcomes.

To explore these challenges, we are bringing together a select group of CFOs, founders, investors, and advisors for a candid, off-the-record conversation about what it means to be truly ready for today's capital markets environment.

The evening is intentionally intimate, with no slides, no presentations, and no vendor pitches. Instead, the discussion will feature experienced operators and advisors sharing practical lessons learned from IPOs, SPAC transactions, public-company transitions, and strategic exits.

Topics will include:

• When, and whether, to pursue an IPO in today's environment

• The SPAC reset and how SPACs compare with traditional listings

• Private market pressures and investor expectations

• Dual-track and multi-track exit strategies

• What boards, legal teams, bankers, and investors expect from management teams today

Who Should Attend

• CFOs

• VPs of Finance and Finance Directors

• Controllers and Heads of Accounting

• Corporate Development leaders

• Senior finance leaders at growth stage and pre-IPO companies

Format

Panel discussion · Open Q&A · Networking · Food and drinks

Who'll Be There

Raymond Yue, VP of Finance, Avalara. Previously led Sumo Logic through its IPO and served as CFO at Talkdesk.

Additional panelists to be announced.

Moderated by Christina Bui, Robert Half | Protiviti.

Hosts and sponsors

Murray Newlands, CEO & Founder of Open Future Forum. Open Future Forum brings together the executives who shape Silicon Valley through private events and peer rooms across the CFO, CISO, CMO, and CEO communities. Learn more at https://openfutureforum.com.

In partnership with:

• Christina Bui, Robert Half | Protiviti

• Louis Lehot, Foley & Lardner LLP

• Ellie Yashiro, Silicon Valley Bank

• Janice Berthold, Heffernan Insurance Brokers