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Session B

Wealth Preservation & Exploring Alternative Investment Options to Build Your Portfolio

Presented By: Alex. Brown, a Division of Raymond James

Creating and preserving wealth requires thinking about post-liquidity before the transaction happens, understanding conventional and alternative investment options, and what that might mean for you and your family in what often is the largest financial event on one’s life. Join a group of executives and advisors as they talk about what they’ve done and how you can start thinking about life post-liquidity before you ever get there.


Steve Pryor
Managing Director; Regional Executive
Alex. Brown, a Division of Raymond James




David Cohen
CEO-in-Residence and Strategic Facilitator
Katahdin Group

David Cohen is focused on team building and development, strategic sales and business development, finance, debt, and capital raising, strong negotiating skills and thoughtful leadership.

He spent 34 years working in commercial finance and was CEO for 19 years. During that time he negotiated a management team acquisition of the equipment finance company under favorable terms, executed growth strategy over the following 14 years that results in the successful sale of the business with grand slam ROI for all investors. Success integration of the business inside a highly regulated banking environment. Today he is a consultant working for the Katahdin Group which is focused on helping CEO's reach the next level in their journey.

Jana Eggers
Nara Logics

Jana Eggers is CEO of the neuroscience-inspired artificial intelligence platform company, Nara Logics. She’s an experienced tech exec focused on inspiring teams to build great products. She’s held technology and executive positions at Intuit, Los Alamos National Laboratory (computational chemistry and super computing), Basis Technology (internationalization technology), Lycos (the original internet search engine), American Airlines (via acquisition), Spreadshirt (ecomm), and start-ups that you’ve never heard of.

David Mann
Managing Director
Alex. Brown, a Division of Raymond James



Conference Location

10 Huntington Avenue
Boston, MA 02116
Tel: (617) 262-9600