Navigating the Capital Markets:
Trends, Opportunities and Struggles
Join us on December 4th, 2024
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Registration at 11:30
Panel Discussion with Q&A 12:00 - 1:15
Lunch will be provided.
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Bank of America Offices Boston
100 Federal Street, Boston, MA
As a part of managing a company, staying informed about capital market conditions is critical. Join fellow middle market C-suite executives to gain valuable insights from industry experts on market trends and strategic opportunities for businesses. Our format will be based on Case Studies of successful business transitions along with those that didn’t go so well. This event will equip you with the knowledge to make informed decisions whether you are preparing for a future transaction, identifying promising investment opportunities, or setting the strategic direction for your business.
Panelists:

Jed Dunn
Partner
Newport, LLC


Jim Machinchick
CFP ®, CPWA ®, Wealth Advisor
Lake Street Advisors


Greg Rush
Senior Managing Director
Dunn Rush & Co.


Robert Drouin
Strategist
Bank of America Private Bank

Please let us know if you will be attending by submitting the form below: