07
May
XPX Long Island Case Study -financing Growth And Liquidity

Event Information

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Date & Time

Fri, May 7th, 2021 8:45 am

Location

Virtual - connection details will be sent upon registration

Status

Registration Now Closed

Price

First Time Guest $0.00
New York & Tri-State Members $0.00
Non-members Early Bird (through 5/4) $25.00
Non-Members Regular Rate $30.00
Non-Members Same Day Fee $45.00
Other XPX Chapter Members $10.00
Speaker $0.00

Case Study:

Financing Growth and Liquidity – Finding the Right Lender and Equity Partner

This discussion will focus on third-party capital options for Companies exploring liquidity or growth capital.

Our panel of experts (Private Equity and Lenders) will focus on what steps a business should—and should not—take to prepare for and attract lending or equity partners …. Along with the advantages and risks for a company like HiTech.

We will continue to use our HiTech case study as the basis for the discussion.

CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE MEETING.


Our Speakers:

Cristina Givelechian
Sr. Relationship Manager
City National Bank

As a Sr. Relationship Manager, Cristina is assisting mid-size companies in obtaining the financing needed to run operations, to expand to new markets, develop new product lines, make acquisitions and acquire real estate and other fixed assets. She also provides guidance to business owners as it relates to various other commercial banking services such as cash management, trade financing, FX and swap products.

Cristina has been in the banking industry for the past 25 years and held various roles including Sr. Corporate Banking Manager in the Middle Market group and District Credit Officer in Commercial Banking at HSBC Bank USA, NA as well as various client facing roles in Commercial Banking at Chase.



Evan Weinstein
Partner
Incline Equity

Evan Weinstein joined Incline in 2018. He is responsible for all aspects of investment management including sourcing and executing new investments as well as managing the portfolio. Evan is also responsible for management of the firm’s New York office.

Previously, Evan was a Principal at PAI Partners. Before joining PAI in 2016, Evan spent ten years at CI Capital Partners where he executed transactions across the distribution, business services, specialized manufacturing and consumer products sectors. Evan began his career at Lehman Brothers working in its Investment Banking Division.

Evan holds a Bachelor of Science Degree in Business Administration with a concentration in Finance from Longwood University.


Moderator:



Diane Johnston
Financial Advisor
Bernstein Private Wealth Management

Diane Johnston is a Vice President and Financial Advisor at Bernstein Private Wealth Management in the New York office. Diane’s focus is offering institutional quality wealth management to entrepreneurs, families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Before joining the firm in 2018, she was a director and senior investment leader at Willis Towers Watson, a global consulting firm. Prior to consulting, Diane was a director at WHV Investments, a VP at OppenheimerFunds, and a director at Fidelity Management & Research. Her 20-plus year career in capital markets also included roles in investment banking, trading and private offerings. Diane holds a BA in economics from Sewanee: The University of the South, and an Executive Certificate in business administration from the Mendoza College of Business at the University of Notre Dame.


Virtual Event Pricing:

Non-members:
$45.00 Same Day Registration
$30.00 Regular Fee
$25.00 Early Bird (through 5/4)

Other XPX Chapter Members: $10.00

XPX Long Island  and Tri-State Members in good standing are complimentary, so join Today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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