March 12th at 1:30 PM

NYC Consumer Goods Summit - Multiple Panels

New York


Panel Topics:

  1. Private Equity Panel: Branded v Private Label, Small v Big Brands – Where’s the Highest Potential for Investor Returns?
  2. Investment Banking Panel: Best Practices for Driving Consumer Valuation Growth in a High Multiple Market
  3. Executive Panel: The Millennial Effect on Consumer Growth


1:30 PM – 2:00 PM: Registration 
2:00 PM – 3:00 PM: PE Panel  
3:00 PM – 4:00 PM: IB Panel  
4:00 PM – 5:00 PM: Executive Panel  
5:00 PM – 7:00 PM: Cocktail Reception 


PE Panel: Branded v Private Label, Small v Big Brands – Where’s the Highest Potential for Investor Returns?

Consumer product companies today are undergoing a transformation that is revolutionizing their business. Successful consumer products companies are facing new (and some age-old) challenges, including the delivery mechanism for their products, the importance of branding versus private label, the customer journey around experiencing a product, and how to make a product relevant to the younger, millennial generation, which tend to be the social influencers of products today. While there is no silver bullet to financial returns in the consumer industry, it is clear that betting on consumer products today requires a company to understand all of these factors and more. Come listen to a panel of consumer private equity professionals discuss their views on the changing landscape in consumer brands.

Julie Levenson, Partner & Co-Founder, La Honda Advisors 

Jill Margetts, Partner, Centerfield Capital Partners
Samantha Ory , General Partner, Ouroboros Group 
Rick Perkal, CEO & Managing Partner, Firelight Capital Partners

IB Panel Summary: Best Practices for Driving Consumer Valuation Growth in a High Multiple Market

With the recent retail apocalypse, and companies relying heavily on DTC to sell their products, what will the future hold for Consumer Goods companies? Amazon has been conspicuous in their efforts to experiment in this space, with new stores popping up in major cities. Some brands have even found greater return in opening up a store rather than pushing online marketing channels. Word of mouth can have a greater effect than a strong marketing campaign, but how can this be achieved? Join us on this panel to hear about some unique solutions to common business challenges in this space. 

Demetrios Dounis, Partner, The Compass Group


Richard Baum, Managing Partner, Consumer Growth Partners

Daniela Bendor, Managing Partner, IDGB Capital 

Executive Panel Summary: The Millennial Effect on Consumer Growth

Millennials are one of the fastest growing demographics in our economy. They currently spend $600 million in the US annually and by 2020 it will grow to $1.4 trillion, representing 30% of all retail sales! Consumer products marketers and retailers will need to capture this vital demographic or be left out in the cold. Please join us as our distinguished panel of consumer products executives and private equity investors discuss The Millennial Effect on Consumer Growth. Learn the common myths of Millennial shoppers, how to meet the changing demands of this consumer and how this demographic will shape the future of retail and consumer products. 

Carter Pennington, Managing Director, Cardinal Strategy Group LLC

Gertude Allen, CEO, Pet Plate 
Vlad Shenderovich, Director of Operations at Loli Beauty

Jesse Pliner, COO, Myro


  • Opus Connect Members: No Charge 
  • Non-Members (On or before March 7th): $395
  • Non-Members (On or after March 8th): $495

By Invitation Only 

Opus Connect is a membership-based organization.  
If you have any queries, please contact  
*Opus Connect adheres to a strict no cancellations, no refunds, no application of registration fees to future events policy.  
Qualified substitutions are accepted. To send a substitute, please notify  
**Opus Connect reserves the right to refuse entry to prospective attendees 


March 12th
1:30 PM Afternoon Panels Registration
2:00 PM Private Equity Panel
3:00 PM Investment Banker Panel
4:00 PM Executive Panel
5:00 PM Cocktail Reception
7:00 PM End

Lowenstein Sandler LLP
1251 Ave of the Americas
New York, New York, 10020


late registration: $495
This event is free for Chicago Private Equity Chapter, Los Angeles Private Equity Chapter, Los Angeles Real Estate Chapter, NYC Private Equity Chapter, National Chapter, and Corporate members.

Time and Date

This event starts on March 12th at 1:30 PM.


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Carter Pennington
Cardinal Strategy Group LLC
Managing Director
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Demetrios Dounis
The Compass Group
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Julie Levenson
La Honda Advisors
Partner & Co-Founder


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Daniela Bendor
IDGB Capital
Managing Partner
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Gertrude Allen
Pet Plate
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Jesse Pliner
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Jill Margetts
Centerfield Capital Partners
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Richard Baum
Consumer Growth Partners
Managing Director
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Rick Perkal
Firelight Capital Partners
CEO and a Managing Partner
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Samantha Ory
Ouroboros Group
General Partner
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Vlad Shenderovich
LOLI Beauty
Director of Operations


Event Over
This event has concluded.