CANCELLED due to Milton - Sarasota - The Shifting Economic Outlook and Impacts on the M&A Market

Bruce Eatroff has over thirty years of private equity, private credit, fund investing, investment banking and operational experience through various senior roles including at Goldman Sachs, UBS, CIBC and BMO Capital Markets.

In 2000, Mr. Eatroff founded Halyard Capital, raising over $600 million, a U.S. lower middle-market private equity fund manager with sophisticated institutional investors including Goldman Sachs, Abbott Capital and Bank of Montreal.

Mr. Eatroff has a broad spectrum of private equity investing experience across technology enabled services industries including Human Capital Management, Digital and Direct Marketing and IT/Cybersecurity Services. He has in the past represented and currently represents Halyard on the board of directors of over a dozen portfolio companies. Mr. Eatroff has also overseen and helped integrate more than 40 add-on acquisitions for portfolio companies.

Mr. Eatroff started his career as an investment banker at Lehman Brothers in 1985. After business school, he then spent six years ending as a Vice President in investment banking and principal investing at Goldman Sachs. Mr. Eatroff then became a Managing Director at UBS, CIBC and later BMO Capital Markets where he was also US Head of Media & Communications Investment & Corporate Banking overseeing investment, corporate and merchant banking groups including oversight for a $3 billion loan portfolio. At Goldman Sachs, UBS, CIBC and BMO, Mr. Eatroff was on the principal / merchant banking investment teams making private equity investments, private credit investments and fund investments, in addition to investment banking activities.

Mr. Eatroff is a recognized thought leader in the alternative asset management industry having spoken at over 100 industry conferences. He is the Co-President of the Wharton Private Equity & Venture Capital Association and the former Chairman of the Lafayette College Leadership Council (2011 – 2015).

Mr. Eatroff received an MBA from The Wharton School at the University of Pennsylvania and a BA with honors from Lafayette College.

Mr. Eatroff started as a personal investor and Senior Advisor prior to becoming a Managing Director and Investment Committee Member.

Jonathan Saunders is an Investment Specialist with the J.P. Morgan Private Bank in Tampa, Florida. He is part of an investment team advising families, foundations, and endowments in Southwest Florida on asset allocation, tactical trading strategies, and portfolio management.

Prior to his current role, Jonathan was an Analyst covering the high-net worth and ultra-high net worth markets for the J.P. Morgan Private Bank in Naples. He specialized in financial modeling and analysis on all aspects of the team’s client portfolios, including investments, credit, and trust and estates.

Jonathan graduated in December 2015 with a Bachelors of Science in Finance from Florida Gulf Coast University. During his undergraduate career, he participated in the Student Managed Investment Fund and was a youth member of the CFA Society of Naples.

Jonathan has always been passionate about education and poverty alleviation. He served as a founding member of the NextGen Board of Directors of Habitat for Humanity of Collier County, and he currently serves on the Finance Committee of the Glazer Children’s Museum and the Board of Directors of Pathfinder Outdoor Education, Inc. Mr. Saunders holds the Series 7, 63, 65, and Florida Life, Health, and Annuity securities licenses.