Navigating the Capital Markets:

Trends, Opportunities and Struggles

Join us on December 4th, 2024

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:

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10 Strategies to Finance the Growth of Your Business

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