Baird GCTS Control Tower

Must-Hit Path

Default route if AI dinner prep and Conestoga coverage both matter.

8:30-9:00 AM

Legora panel: legal tech + AI + M&A

Must

Grand Ballroom I&II, Mezzanine

Direct prep for Tim Byrne dinner: enterprise AI moving from pilots into regulated professional workflows.

Call: Attend live. This is the cleanest AI-use-case panel on the Wednesday agenda.

9:40-10:10 AM

SPSC - SPS Commerce presentation

Must

Session III, Empire Ballroom I

Core AI/software thesis file calls SPSC the data pipe: 50K+ customer EDI network, clean supply-chain data, network-effect moat.

Call: Attend presentation. Breakout at 10:15 is valuable but conflicts with Wasabi/NOVT.

10:15-10:45 AM

Decision slot: Wasabi vs NOVT

Must decide

Wasabi: Session VI, Rockefeller / NOVT: Session III, Empire I

Wasabi is higher incremental AI dinner prep; NOVT is current holding and you have a 1x1 later.

Call: Default to Wasabi. Switch to NOVT if you want the CFO/COO stage remarks before the 1:25 1x1.

11:25 AM-12:10 PM

Strategas market discussion - Nicholas Bohnsack

High

Grand Ballroom I&II

Good market/rate/positioning context before company meetings and dinner. KN presentation conflicts, but KN 1x1 is later.

Call: Attend unless you need a focused KN stage read.

12:50-1:20 PM

CACI presentation

Must

Session I, Grand Ballroom I&II

Current CCA holding; Ted flagged CACI/IDCC for 6/3; useful AI, defense, cyber and government-services read-through.

Call: Attend presentation, then leave for NOVT. Do not chase CACI breakout because it conflicts with NOVT 1x1.

1:25-1:55 PM

NOVT 1x1 with Jaisal

Hard

Suite 922, 9th Floor

Current holding and AI-software thesis file says NOVT is a category-error KEEP: robotics/med-tech enabling hardware, not disrupted software.

Call: Hard attend. This overrides EXLS, AVPT, EVI and Legora private session.

2:00-2:30 PM

Decision slot: Pendo vs ITRI

Must decide

Pendo: Morgan Suite / ITRI: Session II

Pendo is stronger CTO-dinner prep; ITRI is stronger listed-name/industrial-tech overlap.

Call: Default to Pendo if dinner prep is the day's objective; choose ITRI if PM wants public-company overlap.

2:35-3:05 PM

CVLT - Commvault presentation

High

Session III, Empire Ballroom I

Prior Baird overlap and very relevant to enterprise AI data protection, recovery, governance and cyber-resilience budgets.

Call: Attend. At 3:10 choose CVLT breakout vs KVYO presentation.

3:10-3:40 PM

KVYO presentation or CVLT breakout

High

KVYO: Session II / CVLT breakout: Astor Suite I B

KVYO is on John's active interest list; CVLT breakout is tighter AI/cyber data budget work.

Call: Default to KVYO presentation if interest-list work is active. If dinner prep dominates, stay for CVLT breakout.

3:45-4:15 PM

KN 1x1 with Jaisal

Hard

Suite 919, 9th Floor

Scheduled 1x1, prior Baird overlap, and a useful components/edge-device read before AI dinner.

Call: Hard attend. This overrides KVYO breakout and TIC presentation.

4:15-5:15 PM

Conference reception

Optional

Lobby Level Bar

Good Baird-tech-team touchpoint before dinner.

Call: Use briefly, then leave enough time for Kellari.

5:30-8:00 PM

Dinner with Tim Byrne / Baird Tech Team

Hard

Kellari Taverna - K Room, 19 W 44th St

Main AI conversation. Tim is Baird's global CIO and Executive Committee member.

Call: Hard attend. Rooftop reception overlaps; only consider Kimberly after dinner.

Hard Commitments

From Outlook calendar and final itinerary.

Time	Event	Location	Why it matters
1:25-1:55 PM	NOVT 1x1	Suite 922, 9th Floor	Current CCA holding; AI category-error KEEP from local thesis file.
3:45-4:15 PM	KN 1x1	Suite 919, 9th Floor	Scheduled hard meeting with Jaisal; skip conflicting breakout/presentation noise.
5:30-8:00 PM	Tim Byrne CTO/CIO dinner	Kellari Taverna - K Room	Primary AI conversation of the day.
6:30-9:30 PM	Rooftop reception	The Kimberly Hotel, Upstairs Rooftop	Conflicts with dinner; optional after dinner only.

Conflict Calls

Where the opportunity cost is real.

Slot	Default	Alternatives	Call
10:15	Wasabi	NOVT presentation, SPSC breakout	Wasabi if AI dinner prep is priority; NOVT if you want stage color before the 1x1; SPSC breakout only if you want small-room CEO/CFO detail.
11:25	Strategas	KN, BSY, CPAY, Yanolja	Strategas is higher incremental because KN is already a 1x1. BSY is interesting but not enough to displace macro/context.
1:25	NOVT 1x1	EXLS, AVPT, EVI, Legora AB private, CACI breakout	Do not miss NOVT. Ask Ted/Jaisal/Baird for notes on CACI breakout, AVPT, EXLS and Legora private.
2:00	Pendo	ITRI	Pendo is best for CTO dinner and agentic/product analytics. ITRI is best if the PM agenda is public-company overlap.
3:10	KVYO	CVLT breakout	KVYO is the active interest-list name; CVLT breakout is the cleaner enterprise data/cyber AI spend discussion.
6:30	Tim Byrne dinner	Kimberly rooftop reception	Dinner is the priority. Kimberly is an after-dinner optional stop only.

AI Dinner Prep - Tim Byrne / Baird Tech Team

Official Baird profile identifies Tim as global CIO, Managing Director and Executive Committee member.

Dinner Frame

Anchor the conversation in enterprise AI adoption, not model hype: production use cases, controls, data entitlements, budget reallocation, vendor packaging and whether agents change the software seat model.

Best conference hooks to bring up: Legora legal tech, Wasabi cloud storage, Pendo product analytics, SPSC data pipes, CVLT data protection, CACI government AI/cyber and NOVT as physical-world enabling tech.

Tim Byrne context

Tim Byrne is Baird's global CIO, a Managing Director, an Executive Committee member, and previously worked in Baird PWM leadership and Institutional Equity Research. That makes him a strong bridge between internal tech adoption and investor read-throughs.

Open official Baird profile

Internal AI Stack

Where is Baird deploying AI internally today: advisor workflow, research, compliance, software development, operations, client service?
Which use cases have moved past pilots into production with measurable ROI?
Are AI budgets net-new or coming out of existing SaaS, data, consulting and labor budgets?

Controls / Risk

What is Baird buying from existing application vendors versus building internally on foundation models?
What is the control framework for hallucination, data entitlements, model risk, retention, supervision and audit trails?
How are Baird's risk/compliance teams deciding which workflows can be agentic versus only assistive?

Vendor Spend

Where are vendors changing packaging: per-seat, consumption, outcome-based, per-agent, or enterprise license uplift?
Which conference examples felt real: Legora, Pendo, Wasabi, SPSC, CVLT, CACI, KVYO?
Do AI agents make identity, cyber, data protection and observability structurally larger budgets?

Investment Read-Throughs

Does AI reduce seat-based software TAM, or does it raise attach/pricing for vendors with proprietary workflow data?
What are the biggest internal adoption blockers: data quality, entitlementing, compliance, employee trust, procurement, or cost?
Which vendors would he not want to be without in an AI-heavy enterprise stack?

Full Wednesday Agenda

Scored from Conestoga holdings, John interest list, prior Baird overlap and AI/software relevance.

Time	Company / Session	Room	Breakout	Score	Tags
8:30-9:00 AM	Company Discussion with Legora: How M&A, AI, and Ambition Are Reshaping Legal Tech	Session I, Grand Ballroom I&II		85	AI/software Panel
8:30-9:00 AM	HLTHilton Inc.	Session II, Grand Ballroom III	9:05 - 9:20 AM / Astor Suite II, Mezzanine Level	0	Breakout
8:30-9:00 AM	PIIPolaris Inc.	Session III, Empire Ballroom I	9:05 - 9:20 AM / Astor Suite I B, Mezzanine Level	0	Breakout
8:30-9:00 AM	THRMGentherm, Inc.	Session V, Morgan Suite		0
9:05-9:35 AM	COSTCostco Wholesale Corporation	Session I, Grand Ballroom I&II	9:40 - 9:55 AM / Astor Suite I A, Mezzanine Level	0	Breakout
9:05-9:35 AM	VRSKVerisk Analytics, Inc.	Session II, Grand Ballroom III	9:40 - 9:55 AM / Astor Suite II, Mezzanine Level	0	Breakout
9:05-9:35 AM	MPMP Materials Corp.	Session IV, Empire Ballroom II		0
9:05-9:35 AM	KFRCKforce Inc.	Session V, Morgan Suite		0
9:05-9:35 AM	PrivateVerbit, Inc.	Session VI, Rockefeller Suite		55	AI/software
9:40-10:10 AM	LKQLKQ Corporation	Session I, Grand Ballroom I&II	10:15 - 10:30 AM / Astor Suite I A, Mezzanine Level	0	Breakout
9:40-10:10 AM	CROXCrocs, Inc.	Session II, Grand Ballroom III	10:15 - 10:30 AM / Astor Suite II, Mezzanine Level	0	Breakout
9:40-10:10 AM	SPSCSPS Commerce, Inc.	Session III, Empire Ballroom I	10:15 - 10:30 AM / Astor Suite I B, Mezzanine Level	70	Prior Baird overlap AI portfolio frame Breakout
9:40-10:10 AM	IHG-GBInterContinental Hotels Group PLC	Session IV, Empire Ballroom II		0
9:40-10:10 AM	PLUSePlus Inc.	Session V, Morgan Suite		0
9:40-10:10 AM	STRZStarz Entertainment Corp.	Session VI, Rockefeller Suite		0
10:15-10:45 AM	VVisa Inc.	Session I, Grand Ballroom I&II		0
10:15-10:45 AM	NOVTNovanta Inc.	Session III, Empire Ballroom I		140	CCA holding Prior Baird overlap AI portfolio frame
10:15-10:45 AM	CBZCBIZ, Inc.	Session IV, Empire Ballroom II		0
10:15-10:45 AM	RUNSunRun Inc.	Session V, Morgan Suite		0
10:15-10:45 AM	PrivateWasabi Technologies LLC	Session VI, Rockefeller Suite		55	AI/software
10:50-11:20 AM	HHyatt Hotels Corporation	Session II, Grand Ballroom III	11:25 - 11:40 AM / Astor Suite II, Mezzanine Level	0	Breakout
10:50-11:20 AM	WWWWolverine World Wide, Inc.	Session III, Empire Ballroom I	11:25 - 11:40 AM / Astor Suite I B, Mezzanine Level	0	Breakout
10:50-11:20 AM	WGOWinnebago Industries, Inc.	Session IV, Empire Ballroom II		0
10:50-11:20 AM	HCSGHealthcare Services Group Inc.	Session V, Morgan Suite		0
11:25-12:10 PM	Market Discussion with Nicholas Bohnsack, President & Head of Portfolio Strategy, Strategas	Session I, Grand Ballroom I&II		30	Panel
11:25-11:55 AM	CPAYCorpay, Inc.	Session II, Grand Ballroom III	12:00 - 12:20 PM / Astor Suite II, Mezzanine Level	0	Breakout
11:25-11:55 AM	BSYBentley Systems, Incorporated	Session III, Empire Ballroom I	12:00 - 12:20 PM / Astor Suite I B, Mezzanine Level	35	Prior Baird overlap Breakout
11:25-11:55 AM	KNKnowles Corporation	Session IV, Empire Ballroom II		35	Prior Baird overlap
11:25-11:55 AM	WWWeight Watchers	Session V, Morgan Suite		0
11:25-11:55 AM	PrivateYanolja Co., Ltd.	Session VI, Rockefeller Suite		0
12:15-12:45 PM	WSMWilliams-Sonoma, Inc.	Session I, Grand Ballroom I&II	12:50 - 1:05 PM / Astor Suite I A, Mezzanine Level	0	Breakout
12:15-12:45 PM	WHWyndham Hotels & Resorts, Inc.	Session II, Grand Ballroom III		0
12:15-12:45 PM	CWHCamping World Holdings, Inc.	Session III, Empire Ballroom I	12:50 - 1:05 PM / Astor Suite I B, Mezzanine Level	0	Breakout
12:15-12:45 PM	BLKBBlackbaud, Inc.	Session IV, Empire Ballroom II		0
12:15-12:45 PM	QBTSD-Wave Systems Inc.	Session V, Morgan Suite		55	AI/software
12:50-1:20 PM	CACICACI International Inc.	Session I, Grand Ballroom I&II	1:25 - 1:40 PM / Astor Suite I A, Mezzanine Level	105	CCA holding Prior Baird overlap Breakout
12:50-1:20 PM	JHXJames Hardie Industries Plc	Session II, Grand Ballroom III	1:25 - 1:40 PM / Astor Suite II, Mezzanine Level	0	Breakout
12:50-1:20 PM	PCTYPaylocity Holding Corporation	Session III, Empire Ballroom I	1:25 - 1:40 PM / Astor Suite I B, Mezzanine Level	35	Prior Baird overlap Breakout
12:50-1:20 PM	GPNGlobal Payments Inc.	Session IV, Empire Ballroom II		0
12:50-1:20 PM	MZTIMarzetti Company	Session V, Morgan Suite		0
1:25-1:55 PM	EXLSExlService Holdings, Inc.	Session I, Grand Ballroom I&II		80	Monitoring Prior Baird overlap
1:25-1:55 PM	CPG-GBCompass Group PLC	Session II, Grand Ballroom III		0
1:25-1:55 PM	AVPTAvePoint, Inc.	Session III, Empire Ballroom I		35	Prior Baird overlap
1:25-1:55 PM	EVIEVI Industries, Inc.	Session IV, Empire Ballroom II		105	CCA holding Prior Baird overlap
1:25-1:55 PM	PrivateLegora AB	Session V, Morgan Suite		55	AI/software
2:00-2:30 PM	HOGHarley-Davidson, Inc.	Session I, Grand Ballroom I&II	2:35 - 2:50 PM / Astor Suite I A, Mezzanine Level	0	Breakout
2:00-2:30 PM	ITRIItron, Inc.	Session II, Grand Ballroom III	2:35 - 2:50 PM / Astor Suite II, Mezzanine Level	35	Prior Baird overlap Breakout
2:00-2:30 PM	LIFEEthos Technologies, Inc.	Session III, Empire Ballroom I		0
2:00-2:30 PM	PrivatePendo	Session V, Morgan Suite		55	AI/software
2:35-3:05 PM	CAVACAVA Group, Inc.	Session I, Grand Ballroom I&II	3:10 - 3:25 PM / Astor Suite I A, Mezzanine Level	0	Breakout
2:35-3:05 PM	TTDThe Trade Desk, Inc.	Session II, Grand Ballroom III		55	AI/software
2:35-3:05 PM	CVLTCommvault Systems, Inc.	Session III, Empire Ballroom I	3:10 - 3:25 PM / Astor Suite I B, Mezzanine Level	90	Prior Baird overlap AI/software Breakout
2:35-3:05 PM	VVXV2X, Inc.	Session IV, Empire Ballroom II		0
2:35-3:05 PM	IIIVi3 Verticals, Inc.	Session V, Morgan Suite		105	CCA holding Prior Baird overlap
3:10-3:40 PM	CLHClean Harbors, Inc.	Session I, Grand Ballroom I&II	3:45 - 4:00 PM / Astor Suite I A, Mezzanine Level	0	Breakout
3:10-3:40 PM	KVYOKlaviyo, Inc.	Session II, Grand Ballroom III	3:45 - 4:00 PM / Astor Suite II, Mezzanine Level	120	Interest list AI/software Breakout
3:10-3:40 PM	TGLSTecnoglass Inc.	Session III, Empire Ballroom I		35	Prior Baird overlap
3:45-4:15 PM	TICTIC Solutions, Inc.	Session I, Grand Ballroom I&II		195	John primary CCA holding Prior Baird overlap
3:45-4:15 PM	LVSLas Vegas Sands Corp.	Session II, Grand Ballroom III		0

Scores are relative prioritization aids, not model output. Hard meetings override scored presentations.

Logistics / Navigable Directions

Walking links are pre-built; use live Maps for exact traffic.

Conference hotelInterContinental New York Barclay, 111 East 48th Street, New York, NY 10017 Conference to KellariDefault dinner route. Leave by ~5:10 PM if walking. Kellari to Kimberly rooftopOptional after dinner only. Conference to KimberlyReception location if plans change. Kellari TavernaK Room, 19 W 44th St. The Kimberly HotelUpstairs Rooftop, 145 E 50th St.

Venue Notes

Conference check-in is at the Baird registration desk on the mezzanine level of the InterContinental New York Barclay.

Wi-Fi details are in the final itinerary email; personal MeetMax login confirmation is intentionally excluded here.

Weather

New York forecast for Wednesday, June 3: mostly sunny in the morning, partly sunny in the afternoon, about 54F early and 79F late afternoon, with the evening around the low 70s to upper 60s. Bring a jacket only for indoor AC or later rooftop.

Source Trail

What fed the dashboard.

Source	Path / link / use
MeetMax authenticated agenda	Local parsed agenda and screenshots in output/baird-conf/data + screenshots
Outlook final itinerary email	Conference location, hard 1x1s, login source, panels and Wi-Fi
Outlook calendar	Tim Byrne dinner and Kimberly rooftop reception
Coverage master	/Users/john/openclaw/reference/portfolios/coverage-master.yaml
AI/software thesis file	/Users/john/Library/CloudStorage/OneDrive-ConestogaCapital/#Research/+Industry/AI_Software_Impact_Portfolio_Summary.md
Tim Byrne official Baird profile	https://www.rwbaird.com/who-we-are/leadership-team/timothy-byrne/
Baird Silicon Slopes AI takeaways	https://www.rwbaird.com/corporations-and-institutions/investment-banking/insights/2026/03/tech-leaders-gather-at-baird-silicon-slopes-to-navigate-the-agentic-era/
Baird AI investor insights	https://www.rwbaird.com/newsroom/news/2025/07/navigating-ais-transformative-impact-baird-insights-for-investors/