Turning Liquidity Into Purpose: Pre-Planning for Liquidity Event...What's Next?
Presented By: Baker Hostetler and BNY Mellon Wealth Management
When planning your liquidity event and potential exit strategy, it’s imperative to think not just about maximizing and preserving the wealth created, but also what’s next. Hear from a group of entrepreneurs and advisors about how to create purpose and make an impact after taking money off the table.
BNY Mellon Wealth Management
Ronald has overall leadership responsibility for the region’s investment management, trust administration, business development and private banking businesses. He has more than 35 years of experience in the wealth management industry. Prior to joining the firm, he was with Key Bank National Association, where he was most recently the national sales manager for the firm’s wealth management division.
Founder & Executive Chairman
Ray specializes in creating and developing profitable and not for profit business enterprises from innovation to exit. Delivering high quality healthcare products, software and services with exceptional customer service. He is national speaker on social entrepreneurship, growing your business and creating a sustainable culture, and has also published a very successful book; Proceed with Confidence, which focuses on the "5"â€‹ C's of Success.Ray is currently the Founder and CEO of the innovative technology based medical equipment liquidation and disposition company, reLink Medical. He was the Founder of the world largest medical parts and procurement firm, PartsSource which was successfully divested to Great Hill Partners in May 2017, OneSource Services and National MD which were acquired by General Electric.
Pete focuses his practice on mergers and acquisitions, financing and securities matters. He has extensive experience advising public and private companies in all aspects of acquisition, divestment and strategic investment transactions. Deeply ingrained in his clients’ businesses, Pete efficiently represents the interests of his clients during these transactions. Pete’s financing experience includes advising clients on a variety of equity and debt financing transactions.