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Smart Business Dealmakers Columbus - September 25, 2019 - Register now

Emerson Burkhart Session B

The Liquidity Event Planning Lifecycle

Presented By: Wells Fargo Private Bank

Entrepreneurs, wealth managers, and M&A advisors take a deep dive into pre-planning for liquidity events, giving purpose to the proceeds after the sale, and the emotional side of leaving a business you’ve founded, nurtured, and grown.

Moderator:

Christian Hviid, CFA
Vice President | Senior Investment Strategist
Wells Fargo Private Bank

Christian is vice president, senior investment strategist at Wells Fargo Private Bank. He works with clients to deliver custom wealth solutions and build portfolios that help them meet their investment objectives while managing risks. He has multi-decade and multibillion investment management experience. He successfully started, grew and exited his own investment firm in the Washington, D.C. area and had bicoastal institutional money management experience in both Los Angeles and Washington, D.C., before moving to Columbus in 2016.

Panelists:

Domenic Federico
President
BriskHeat Corporation

Domenic has been involved in several turnaround situations. In 2001, he joined BriskHeat, which has grown to seven times bigger than it was when he joined the company. His background is as a business and corporate lawyer, entrepreneur and salesperson. He has also been involved in several buyout situations.

Christopher McGraw
SVP, Senior Wealth Planning Strategist
Wells Fargo Private Bank

Christopher joined Wells Fargo Private Bank in 2017 and is a senior wealth planning strategist. He has more than 20 years’ experience helping successful individuals and families enhance after-tax wealth through counseling on tax-efficient strategies to hold and manage wealth and transfer wealth across generations and to charitable organizations. He counsels people at critical times of transition, such as the sale or intra-family transfer of a family business, corporate transition events, retirement, estate planning and wealth transfer.

Gary S. Shunk
Vice President, Family Dynamics Consultant
Wells Fargo Private Bank

Gary is a family dynamics consultant for Wells Fargo Private Bank. He plays a leadership role in developing the Family Dynamics program and is responsible for helping high-net-worth clients successfully address their concerns at the intersection of the financial and nonfinancial issues families of wealth face. Previously, he ran his own family enterprise consulting and coaching practice and was an associate in the Family Business Center of the Quinlan Business School at Loyola University Chicago.

Victor Thorne
Partner
Origin Malt

Victor brings a background of both investment and operating management experience, spanning Fortune 500 corporations to entrepreneurial ventures. He has been directly involved in dozens investments and exits from seed and venture stage to IPO, totaling over $500 million. He is co-founder and partner of Broadline Capital, a global investment management firm. In 2000, he co-founded the leading provider of supply chain management and intelligence solutions to the trillion-dollar food system.

Conference Location

401 North High St.
Columbus, OH 43215
Tel: (614) 384-8600