PE Roundtable Dinner Series - Invitation Only - October 2020

Event Details

When:

October 1, 2020 5 PM - 6 PM EDT

Where:

Location Name

Virtual | Login Details to Follow

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Overview

Body

This ACG New York Private Equity Round Table is a quarterly meeting that hosts speakers to address topics that provide services and information designed to help PE firms operate their business (regulatory, management assessment techniques, sales performance improvement, developing strong investor relationships, fund raising, etc.). It is not designed to cover areas of interest in the Business Development Sector or Financial Controls. ACG provides other venues for these latter two disciplines.

These dinners are open only to Private Equity Firms and subject the following criteria: North American funds with Committed Funds in excess of $100mm. Attendance is limited to one member from the PE firm at the Partner/ MD level who has firm wide responsibilities that may include Business Development but NOT exclusively Business Development Membership is on an annual basis and limited to 30 members.

If virtual, wine will be sent to participant homes.

Speakers

Brian G. Belski

BMO Capital Markets

Chief Investment Strategist

Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy publications on a regular basis, with particular focus on both the U.S. and Canadian equity markets.

In his more than 30 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray.

Brian is frequently quoted in the financial press, including regular appearances on CNBC, Bloomberg, and BNN. Renowned for his accuracy as a strategist, Brian's 2016 forecast for the Canadian stock market fell within 13 points, and missed by merely 63 points in 2019. For the U.S. stock market, his 2014 forecast was within 9 points, while his 2012 forecast was out by an incredible single point.

Brian has been ranked as a 'Top Gun' analyst by Brendan Woods since 2016. He holds a B.Sc. degree from St. Cloud State University and splits his time between the BMO offices in New York and Toronto.

Event Secondary Body

Registration is now closed for the October 1st session, but the next session for the 2020 Series is still open and will be held virtually on:
November 19, 2020

Email Stephanie Hummel to secure your spot. The series is only open Private Equity Member executives and will reach capacity quickly.

AGENDA:

5:00PM - 6:00PM Networking & Presentation along with Wine Tasting

For additional information or to request an additional invitation, please contact the Event Co-Chairs:
Robert Landis, Partner, The Riverside Company rlandis@riversidecompany.com or 212.265.6408
David Hellier, Partner, Bertram Capital dhellier@bcap.com or 650.358.5083

Hosted by: ACG

Chapter

New York