Jan. 16, 2024 | ACG NJ Breakfast Meeting

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ACG NJ Monthly Breakfast

Event Details

When:

January 16, 2024 8 AM - 10:30 AM EST

Where:
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Overview

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EVENT POSTPONED DUE TO ANTICIPATED WEATHER. NEW DATE TBA.

An Introduction to Capital Markets:
Interpreting today’s market environment and the impact on your business.

Deciphering the prevailing winds in today's market environment is challenging at best.  Fed interest rate moves, equity market expectations, a severe shortage of quality deal flow, increasing default rates in specific parts of the market; all are aspects impacting the capital markets and companies' abilities to raise capital.  This panel will look at the challenges and opportunities in raising money across the capital stack as well as the impact on the M&A market.  Panelists representing the equity, commercial lending, private credit and investment banking sectors will offer their opinions on what they are seeing in their areas of focus. 

Speakers

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Jeremy Swan, CohnReznick

Jeremy Swan (Moderator)

CohnReznick
Managing Principal—Financial Sponsors & Financial Services Industry

Jeremy Swan is responsible for the management of CohnReznick’s Financial Sponsors and Financial Services Industry practice which includes all work conducted at the firm level, fund level, and across portfolio companies.  Jeremy serves as the lead and/or relationship partner for many of CohnReznick’s largest private equity firm and portfolio company engagements, managing teams across service lines and maintaining a single point of contact at the private equity firm level. He also co-leads the Performance Improvement practice where he focuses on increasing collaboration across service lines and creating new services to help clients drive growth.

With more than 20 years of experience advising financial sponsor and emerging private and large, multinational portfolio companies, Jeremy has extensive experience working with financial sponsors as both an investment banker and a consultant. He has expertise in mergers and acquisitions, IPO readiness, financing transactions, post-acquisition integration, and operational and financial due diligence.

Prior to joining CohnReznick, Jeremy was director at a global business consulting firm and a leader in the firm’s private equity, due diligence, and IPO readiness practices. Before entering consulting, Jeremy spent 10 years as an investment banker focused on financial sponsor transactions, executing over $90 billion of debt, equity, and M&T transactions.  Click here for more details.

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Curt Lang, M&T Bank

Curt Lang

M&T Bank
Group Manager Commercial Banking

Curt Lang has been the Group Manager of the Central New Jersey Middle Market Commercial Banking team of M&T Bank for the past eleven years.  As an expansion region for M&T Bank with its acquisition of Hudson City Savings Bank the New Jersey commercial portfolio has been one of the fastest growing portfolios at M&T over the past eleven years.  The M&T team provides full-service relationship banking solutions to a broad spectrum of clients, including private equity sponsored entities, closely held operating companies, and not for profit organizations.  Curt has spent his entire banking career focused on the middle market segment and has worked in several geographies including Huntsville, Alabama, Baltimore, Maryland, Central Pennsylvania, and Central New Jersey. 

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Iliya Zogovic, DBD Partners

Iliya Zogovic

DBD Partners
Chief Executive Officer

Prior to founding DBD Partners, Mr. Zogovic was the CEO of ONEtoONE Corporate Finance USA, an international investment bank headquartered in Europe focused on servicing the lower middle market. Mr. Zogovic launched the US division of ONEtoONE and grew it to become the bank's most profitable branch in under four years. Before joining ONEtoONE, Mr. Zogovic was the President and CEO of GSP Corp., one of the largest sales and marketing organizations in Mexico and Central America. Mr. Zogovic grew this company from a small, local business into an international company with over 10,000 employees. Before Moving to the USA, Mr. Zogovic co-founded and managed a financial services business in Mexico.

Mr. Zogovic is an advisor to several businesses as well as non-profit organizations. He is an active member of the Young Presidents' Organization and a Founding Member of the NY Liberty Chapter, where he served as Treasurer; he is also the former Learning Officer of the Organization's Global Financial Services Network. Mr. Zogovic is the Secretary of the Board for the USA – Mexico Chamber of Commerce. Mr. Zogovic gives back through HBS Community Partners. Mr. Zogovic is an ultra-endurance athlete, completing 5 Ironman races, several triathlons, and ultramarathons. He is also an avid ski mountaineer and big mountain skier. Mr. Zogovic studied at Universidad Iberoamericana and Harvard Business School. 

Hosted by: ACG
Chapter
New Jersey
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Event Materials

Event Materials

Registration:
Early Bird Rates Expire January 3, 2024
Regular Registration Rates Expire January 12, 2024

Late / Onsite Rates after January 12, 2024

Member - ACG NJ                      $50 EB | $60 | $70 Late
Member - Other Chapter       $60 EB | $70 | $80 Late
Non-Member                                $70 EB | $80 | $90 Late

Cancellation policy: Refunds less cancellation fee of $5.00 will apply to cancellations received by 5:00pm Friday, January 12. After this date, no refunds will be provided.