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Finance

Displaying 1-24 of 52 Results

Robert Dalie

Managing Director, Investments

The Summa Group | Stifel

Navigating the Uncharted Waters: Divorce Planning for Private Equity Professionals

Jim Freedman

Chairman & Managing Director

Intrepid Investment Bankers

Food and Beverage Brands Adopt D2C To Compete and Thrive

Andrew Horowitz, CEPA

Senior Vice President

Rockefeller Capital Management

Protecting Your Company’s Intellectual Property Is Another Key to Your Successful Transition

Adam Abramowitz

Managing Director, Co-Head of Healthcare

Intrepid Investment Bankers

How Healthcare Executives Are Responding to COVID-19

Tom Ara

DLA Piper

Ed Bagdasarian

CEO & Managing Director

Intrepid Investment Bankers

Guts, Glory, and Winning Valuations

Geoffrey R. Berlin, CFP®

Executive Director, Private Bank

J.P. Morgan Private Bank

Tax Aware Borrowing

Jonathan Bluth

Director, Co-Head of Healthcare

Intrepid Investment Bankers

How Healthcare Executives Are Responding to COVID-19

Jon Bradford

Colab

Andrei Cherny

Aspiration

The EPA May Have Lost Some Authority, but the Topic of Climate Change has Never Been So Centric to a Consumer or Business as Now

Doug DeGroote

Managing Director

DeGroote Financial Group

Brandon Ferrera

SVP, Market Executive, Southern CA

Fifth Third Bank

Jessop Fowler

Datasite

3 Pro Tips for Easing the Burden of Managing Transactions

Dovi Frances

Founder, Managing Partner

SG VC

Cycles of Innovation

Scott Hansen

CFP, Senior Vice President

Wells Fargo Wealth Management

Thomas Hayes

Senior Vice President and Western Region Manager

PNC

Jonathan Hodge

Vice President, Senior Portfolio Manager - Wealth Management

UBS Financial Services Inc.

Alan Hopkins

Chief Economic Strategist

Manchester Financial

Understanding Social Security

Todd Kaltman

Managing Director - Fairness and Solvency Opinions

Duff & Phelps

Doug Kinsey

Founding Partner

Artifex Financial Group

The Curious Case of OpenAI

Doug Kinsey

Founding Partner

Artifex Financial Group

Jeffrey R. Knakal

Managing Partner & Founder

GROWTH PARTNERS

Partial Liquidity Alternatives

Douglas Kobak, CFP

Principal and CEO

Main Line Group Wealth Management, LLC

Is It Time To Sell Your House?

Justin Krane, CFP

President & Founder

Krane Financial Solutions

How To Enjoy Your Money

Michele L. Havens

President, Los Angeles Region

Northern Trust

Learning Resilience From Failure

Brian Levin

Intrepid Investment Bankers

Deal Execution is a Team Sport

Ishan Malik

Managing Director, Index Volatility

BGC Group

Backtests Didn’t Make $220 Million. Human Instinct Did.

Mike Martinez

Chief Operations Officer

Yes Studio, LLC

Evaluating the Area of Celebrity Endorsement

Steve Moon

Managing Director, M&A Advisory

Duff & Phelps, LLC

Bruce Munster

Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

Merrill Lynch Private Banking & Investment Group

Environmental Leadership and Impact Investing

Pardis Nasseri

Managing Director & President

Palm Tree

Artificial Intelligence (AI) and Machine Learning are coming faster than you think. Are you and your business ready for it?

Marvin Padilla

Managing Director, Head of Apparel & Lifestyle Brands

Intrepid Investment Bankers

The Social Consciousness of Branded Consumer Companies

Michael Pagano

Executive Vice President, Private Client Services

City National Bank

Finding and Keeping Your Balance

Ash Patel

President & CEO

Commercial Bank of California

How Digital Solutions Helped Our Bank Grow Despite the Pandemic

Adam Quarello

Executive Director - Investments

The Summa Group | Oppenheimer & Co. Inc.

If You Own a Business, You Need an Exit-Planning Team

Brandon Quartararo

Managing Director, Head of Digital Media

Intrepid Investment Bankers

Why Marketing Services Companies Are Hot Acquisition Candidates

Gary Rabishaw

Managing Director, Head of Commercial & Consumer Technology

Intrepid Investment Bankers

Building A Culture of Innovation

Mike Rosenberg

Senior Managing Director

Intrepid Investment Bankers

Why Marketing Services Companies Are Hot Acquisition Candidates

Larry M. Schnaid

Senior Vice President & Senior Portfolio Manager

UBS Financial Services Inc.

Using Your Wealth For Good

Rich A. Schuette, CFP

Avalan

Who’s on your Team? An Introduction to the Concept of a Virtual Family Office

Michael Schwartz

Galerie Michael, Inc.

A Look at the Aesthetic Imperative

Michael Seccuro

Managing Director and Head of Food, Beverage, and Agriculture

Intrepid

Food and Beverage Brands Adopt D2C To Compete and Thrive

Nerre Shuriah, J.D., LL.M

Wealth Planning Manager

First Citizens Bank

Why You Need Financial Wellness

Bruce Simon

Senior Managing Director, CIO

City National Rochdale, LLC

Separating Signal From Noise

Ari Stiegler

CEO and Co-Founder

Prism

Duane Stullich

Co-founder & Managing Partner

FocalPoint Partners

Jalal Taby

Senior Vice President - Middle Market

Comerica Bank

Suman Talukdar

Founding Partner & MD

AiSprouts VC

What Is Generative AI and Why You Should Care

Brian Werdesheim

Managing Director, Investments

The Summa Group | Stifel

Gaining Valuable Insights From Past Recessions to Help Navigate the Future: Part lll, Understanding the Current Environment to Make More Informed Decisions

Orin Winick

National Director - Investment Advisory

Aspiriant

Dave Wolinsky

Senior Vice President

Palm Tree

The future of FP&A and information is right behind you.

Jonathan Zucker

Managing Director, Head of Capital Markets

Intrepid Investment Bankers

Five Things Every CEO Needs to Focus on Right Now

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