Join us to learn how to maximize your business valuation when planning an exit. We will cover key strategies, including the pros and cons of debt versus equity financing, the optimal time for giving up equity, when to take on debt, and techniques for rightsizing your balance sheet.
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24 July, 20242:00 PM - 2:45 PM Eastern |
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July 24 2024
2:00 PM-2:45 PM Eastern
Discuss the commercial real estate landscape and current market outlook with subject matter expert from UBS’ Chief Investment Office, Jonathan Woloshin.
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06 September , 20232:00 PM - 2:45 PM Eastern |
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Partake in a discussion about how to navigate the challenges of the current M&A market and maximize the outcome of your liquidity event.
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Register below to be nominated to attend. Invite Only. |
12 October , 20236:00 PM - 9:00 PM Eastern |
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We’re living in interesting times for financial markets. Interest rates have risen precipitously, sending the value of bonds lower on paper. War has broken out in the Middle East. And there are still questions surrounding the path of inflation and the U.S. economy. Join our upcoming webinar to hear from experts on the current state of capital markets and outlook ahead.
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25 October , 20232:00 PM - 2:45 PM Eastern |
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The past two years have been a perfect example as to why private, alternative investments are significant portfolio diversifiers. In a period of time ripe with stock and bond volatility, private markets have provided more steady returns. Join us to discuss the current landscape for alternative investments, particularly private credit and private equity.
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13 December , 20232:00 PM - 2:45 PM Eastern |
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A look at the year-ahead: Interest rates, stocks, bonds & more
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17 January , 20242:00 PM - 2:45 PM Eastern |
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The Ins & Outs of Qualified Small Business Stock
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07 February , 20242:00 PM - 2:45 PM Eastern |
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Join us for a deep dive on the latest trends shaping the financial landscape. We will discuss the recent tech rally, explore AI’s growth potential, inflation implications and the Federal Reserve’s outlook.
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20 March , 20242:00 PM - 2:45 PM Eastern |
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Come ready to connect with other influential founders and learn to exit with confidence. Partake in a discussion about how to navigate the challenges of the current M&A market and maximize the outcome of your liquidity event. Enjoy great drinks, food and even better company with beautiful views of Biscayne Bay.
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Register to be nominated to attend. Invite Only. |
18 April , 20246:00 PM - 9:00 PM |
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Discuss essential strategies on how to establish and leverage trusts to optimize tax efficiency and maximize the outcome of your liquidity event. Our expert panel will delve into the intricacies of trust formation, address common pitfalls, and offer practical advice tailored to founders' unique needs.
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24 April , 20242:00 PM - 2:45 PM Eastern |
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Discuss public policy, developments in Washington and how the political landscape may impact the markets.
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08 May , 20242:00 PM - 2:45 PM Eastern |
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