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The Forum
Third Annual Liquidity and Capital Raising National Forum which takes place on Tuesday, October 8, 2013 at the Four Seasons Hotel, Baltimore.
We will be joined by a panel of seasoned M&A and capital markets experts who will share their insights, advice, and experiences. This year’s forum is being moderated by Bloomberg, the national leader in global business and financial information. Bloomberg television and radio personality Carol Massar will bring her own unique style and perspective to the forum.
CohnReznick’s Third Annual Liquidity and Capital Raising National Forum offers a discussion of the latest trends and success stories for liquidity events and capital raises. It is designed for the key decision makers in companies — CEOs, CFOs, and Presidents — and will provide an ideal networking venue for attendees to connect, exchange ideas, and further develop beneficial relationships.
Agenda
7:45 am – 8:30 am: Continental Breakfast and Networking
8:30 am – 8:45 am: Welcoming Remarks
8:45 am – 9:00 am: Economic Update
9:00 am – 9:45 am: Getting Ready
9:45 am – 10:30 am: Options and Latest Trends
10:30 am – 10:45 am: Networking Break
10:45 am – 11:45 am: Getting it Done Right
11:45 am: Concluding Remarks and Networking
Features
Moderator
Carol Massar is the chief national correspondent for Bloomberg Television and the co-host of “Bloomberg on the Economy” on Bloomberg Radio. She provides in-depth coverage and analysis of major economic and business trends across Bloomberg’s media platforms, including in-depth reporting on global corporations. An award-winning journalist with over 20 years of experience, Massar joined Bloomberg Television in 1999 and has reported from around the globe and interviewed top leaders in business, economics, government, and philanthropy.
Speakers
Jim Bolduc, Senior Managing Director, JPB Capital Partners
Thomas Crawford, Administrative Vice President & Group Manager, M&T Bank
Deborah H. Diehl, Partner, Co-Chair of Business Department, Whiteford, Taylor & Preston
Dick Henggeler, Raytheon Henggeler Consulting
Richard A Kohr, Jr., CEO, Evergreen Advisors
Charles Maskell, Managing Member, Chesapeake Corporate Advisors
Sam Medile, VP Business Development, CommuniClique
Patrick J. O’Keefe, Director of Economic Research, CohnReznick
Richard Rasmus, CEO, Calvert Partners
Jeremy Swan, Principal, CohnReznick Private Equity/Venture Capital Industry Practice
Jason Tagler, Partner and Managing Member, Camden Partners
Venue
The forum will take place on October 8, 2013 at the luxury Four Seasons Hotel Baltimore, nestled at the edge of Baltimore’s Harbor East waterfront. A stunning urban retreat, the Four Seasons delights with world-class service and commanding water views of the historic Inner Harbor.