CORE Industrial welcomes you to:
Managing Through Uncertainty:
CEO and CFO Summit
June 11th 2025 - June 12th 2025
Chicago, IL
Our theme:
Managing Through Uncertainty
The first half of 2025 has been full of uncertainty, and it is likely that this uncertainty will continue for the foreseeable future.
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Together, we will:
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Build relationships with one another to facilitate cross-portfolio collaboration and best practice sharing
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Share knowledge and best practices on the most pressing challenges you are facing today
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Gain actionable insights from peers, CORE team members and industry leaders
9+
PORTCO's
PRESENT
17+
ATTENDEES
1
ACTION PACKED DAY
Summit Logistics and Agenda
Wednesday June 11th
Fioretta Restaurant- 318 N. Sangamon | Casual attire
5:30pm-7:30pm Cocktail reception and heavy appetizers
Note: The event entrance is to the right of the main entrance of Fioretta Restaurant, distinctly marked by two keys on the door and a velvet rope.
Thursday June 12th
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Bank of America Building - 110 N. Wacker, 3rd floor | Business Casual Attire​
Enter into the Bank of America building through the North doors and make an immediate right to the double elevator bank. Take the elevator to the 3rd floor - you do not need to go through security.
7:30am-8:00am Breakfast
8:00am-8:45am Welcome, Core Overview and State of the Business
John May, Managing Partner
9:00am-10:00am AI During Times of Uncertainty
Naama Erez, Research Analyst + Peter Frailie, CORE VP of Portfolio Resources
10:15am-11:15am Driving Operational Efficiency During Times of Uncertainty
Various Portfolio Leaders
11:30am-12:30pm Macro Economic and Geopolitical Overview: Tariffs, Trade Policy, Interest Rates and More
Northern Trust
12:30pm-1:15pm Lunch
1:15pm-2:45pm CEO and CFO Strategic Round Tables: Role specific breakouts to discuss challenges and successes around uncertainty
3:00pm-3:45pm Exit Readiness: Understanding Key Drivers and Conditions For A Successful Exit
3:45pm-4:00pm Closing
CORE Facilitated
Sean Daugherty + Jonathon Wober, Guggenheim
John May
Portfolio Company Attendees
3DXTech
Luke Edington | President
ACI
Matt Haugk | CEO
Steven Smith | CFO
Kelvix
Kelin Deitch | CFO
Rick Earlywine | CEO ​
PrecisionX
Chris Huntington | CEO
Stephen Azaloff | CFO
Cadrex Manufacturing Solutions
Uptive
Todd McDonald | CEO
Gregg Kam | CFO
John Bagnuolo | CEO
Century Box
Dano Lister | CEO
Erwin Bette | CFO
Cohere
Chris Staples | CEO
Tony Engel | CFO
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Fathom
Peter Rowley | CFO ​
Vantage Lighting
Sero Cadamone | CEO
Winky Lux
Bill Dean | Controller
Lauren Bloomer | CEO
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