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Session D

Preparing For The Liquidity Event

Presented By: Caliber Funds / DGP Capital

How can you ensure you’re prepared to get the most bang out of what likely will be the largest deal of your life—a liquidity event from either the sale or partial sale of a company? And what should you be thinking about as you plan for your family’s financial future? Hear from entrepreneurs, an investment banker, and an alternative investments wealth management specialist on what it takes to get a solid plan in place for yourself and your company, how long in advance of any transaction you should start planning, and how to think about how to build a diversified portfolio of investments. 


Dustin S. Klein
Chief Content Officer
Smart Business

Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.


Jack Chang
Founder & Managing Director
DGP Capital

Jack Chang is the founder and a Managing Director at DGP Capital, an independent investment bank focused on early/growth-stage technology-oriented energy and industrial companies.

Jack has executed over $4 billion in transactions within the energy and industrial sectors, including M&A, Initial Public Offerings, and Private Placements. He holds Series 79, 63 and 82 licenses*.

Prior to DGP, Jack was a Director within GE Venture’s Oil and Gas Investment team. While at GE Ventures, he focused on technology-enabled midstream, downstream and process industry investments.

Prior to GE Ventures, Jack was an Associate Director within UBS’ Global Natural Resources Investment Banking group. While at UBS, he executed transactions for upstream, midstream, downstream and oil-field service companies. Before joining UBS, Jack was a member of Tyco International’s corporate strategy and business development team. Jack earned his BS in Electrical Engineering and MBA from the University of Texas at Austin.

Chuck Hendee
Chuck and Miriam Hendee Investments LLC

Chuck Hendee sold the successful manufacturing company that he and his dad had built over forty years in 2006.

After serving as a leader and advisor to the new owners, he retired in 2012.

Chuck served in his industry's international trade association in various leadership positions including a board seat for six years.

During his career, he has volunteered with Junior Achievement, teaching entrepreneurship at the high school level and serves as a mentor with the Wolff Center for Entrepreneurship at the University of Houston college of business.

He is a business coach and group facilitator with Vistage Worldwide.

Chuck has expertise in scaling a business from start-up to maturity and sale. He specializes in motivation and incentive system design and implementation as well as coaching leaders through business and personal growth.

Chuck is author of a self help book titiled "Purpose a Journey from Breakdown to Breakthrough".

Arthur Steier
Schumann Steier, Inc.



Greg Talcott
Managing Director of Sales
Caliber - The Wealth Development Company

Greg Talcott is the Managing Director of Sales at Caliber Funds. He manages a team of licensed representatives who assist investors in building their wealth and diversifying their portfolios through private equity real estate investments.

Greg came to Caliber after a two-year stint with Scottsdale-based competitor where he raised more than $100 million in capital investment from high-net-worth individuals, registered investment advisors and institutional entities in 2019. He delivers a high level of trust among customers, past and present, with his background in managing assets and serving as a fiduciary for select private wealth investors at Scottrade-TD Ameritrade, Basilica Wealth Management and Charles Schwab in Arizona, the Pacific Northwest and other key markets for more than 15 years.

During his time at Schwab, he led a team that managed more than $2.5 billion in assets that provided portfolio management and financial planning designed for a particular investor suitability.

Greg received a Bachelor of Science degree in Law and Political Science from Arizona State University.

Conference Location

1 Potomac Drive
Houston, TX 77057
Tel: (713) 465-8381