This session will explore the journey to building a $3M book of business, focusing on the importance of authenticity, vulnerability, and forming deep, meaningful relationships. Participants will learn how to strategically position themselves to be chosen for work, while also incorporating business development activities they genuinely enjoy, alongside people they like. The session will also reveal one simple, daily habit—taking just 10 minutes—that has proven to generate more business than any other strategy.

Join this session to gain a deep understanding of how to set, adjust, and optimize your pricing to enhance profitability, attract and retain clients, and stay competitive in the marketplace. We will explore cost-based, value-based, and competition-based pricing, helping you determine which approach aligns best with your firm's goals and market position. You will learn how to analyze your costs and market conditions to set prices that reflect the value of your services while ensuring profitability. The session will also cover techniques for communicating your pricing effectively to clients, handling pricing objections, and implementing dynamic pricing strategies to respond to market changes.

Join us for an in-depth session on thematic investing, a powerful strategy embraced by private equity (PE) firms to capture emerging trends and drive superior returns. Mark Gartner, Managing Director at RLH Equity will help you understand what thematic investing is, why it is gaining traction among PE firms, why you should care and what it could mean for your firm.