Capital Markets Showcase with Wine & Bourbon Tasting

Event Details

When:

January 19, 2017 1 AM EST

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Overview

Body

Please join ACG Indiana and the Indianapolis Chapter of Financial Executives International (FEI) for an exciting event designed to educate and update business owners, executives and members of the dealmaking community regarding M&A and the capital markets.

The overall program will focus on using capital markets as a tool for achieving a business owner's objectives for growth, succession and liquidity. Sessions will include a panel of senior executives discussing how to grow businesses through acquisition as well as a State of the Capital Markets update and the effect of the election.

Providers active in Indiana will then provide an overview of their respective firms followed by interactive Q&A. Capping off the event will be a Wine and Bourbon Tasting hosted by the Capital Providers and Sponsors allowing for an excellent networking opportunity.

Agenda
2:30 PM   Check-In & Networking

3:00 PM   Welcome & Opening Remarks

3:15 PM   Growing Your Business Through Acquisition

Panelists:

• Clay Barnes - President & CEO, MPI Corporation

• Ira Boots - Previous Chairman & CEO of Berry Plastics and
Current Chairman of Milacron

• Jeff Kluckman - Executive Vice President, Business Development,
General Finance Corporation

4:15 PM Capital Markets Update & Ramifications of the Election

Speaker:

• Jon Woloshin, CFA® - Co-Head of CIO Fundamental Research
Equity Sector Strategist, UBS

5:15 PM   Capital Provider Introductions and Interactive Q & A

6 - 8 PM   Wine & Bourbon Tasting hosted by Capital Providers
               and Sponsors

Cost
ACG Indiana Members: FREE
Non-Members: 125
Other ACG Chapter Members: 100

Location
CNO Financial Group Conference Center
530 N. College Drive
Carmel, IN 46032

About the Guest Speaker - Jon Woloshin, CFA® - UBS

Jonathan has 31 years of industry experience as a securities analyst covering sectors including REITs, homebuilders, healthcare, technology, industrial, consumer staples, and energy. His experience extends beyond traditional equity analysis to include analysis of fixed income, convertibles, options & derivatives. In addition, Jon has experience in capital structure arbitrage and short selling. He holds a B.A. in Psychology from the University of Rochester and an M.B.A. in Finance and Corporate Accounting from the William E. Simon Graduate School of Business at the University of Rochester.