Beyond the Wire: Turning Liquidity Into What's Next
Presented By: 1834, a division of Old National Bank / Messerli Kramer
Preparing for a liquidity event involves much more than getting the company ready for a transaction. Founders also need to prepare themselves for what comes next as wealth moves from the business to their personal balance sheet—and creates new choices around investing, entrepreneurship, family, philanthropy and impact. Hear from entrepreneurs and investors who have navigated exits and continued building, investing and creating impact, and explore how thoughtful planning can turn a liquidity event into the beginning of the next chapter.
Moderator:
Chief Wealth Planning Officer
Old National Bank
Jeanne Krigbaum brings more than 15 years of experience in comprehensive wealth planning and leads a multi-state team of Wealth Planners. A former estate planning attorney, she is passionate about goals-based planning and believes clients are best served when their entire relationship team works together to uncover what matters most.
Panelists:
Founder and CEO
Vahalla Capital
Jennifer Bonine is the CEO of Valhalla Capital, Inc., and the family office. She was the first female Artificial Intelligence (“AI”) platform testing tech CEO. She has been a co-founder of 4 different startup’s including an exit to a top tech company, venture backed funding, and acceptance to a top 10 Acceleator/Incubator experience. She has worked with companies such as Microsoft, Google, Dell, HBO, Disney, Riot Games, and Epic Games. Valhalla Capital was formed to give more equitable access to underfunded founders and allow women to create generational wealth in their families through business ownership and growth. The accessible capital allows founders to maintain control of their companies while scaling them to have impact on the planet. The company is leveraging a groundbreaking business model, empowering diversity of thought, that is fully engaged in the sustainable development goals (“SDGs”) cultivated by the United Nations and a member of the 100 Women at Davos.
Attorney
Messerli Kramer
Michael Britten is an attorney with Messerli Kramer who advises private equity sponsors, founders, and closely held businesses on the tax and structuring aspects of mergers, acquisitions, and other business transactions. His practice focuses on transaction structuring, tax due diligence, Section 1202 planning, and helping clients maximize value in acquisition and exit transactions.
Senior Wealth Planner - SVP
1834, a division of Old National Bank
With nearly two decades of wealth management experience, Justin Larson helps individuals and families navigate financial complexity with confidence and purpose. As a Senior Wealth Planner at 1834, a division of Old National Bank, he partners closely with advisors and clients to develop personalized strategies that support their financial goals and legacy objectives.
Justin believes wealth planning is an ongoing journey rather than a one-time event. Throughout his career, he has worked alongside successful individuals and families, helping them make thoughtful decisions and adapt their plans as circumstances evolve. His approach centers on understanding what matters most to each client and creating strategies that support both their immediate needs and long-term legacy.
Justin holds the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations. He earned a Bachelor of Arts in Education from Saint John’s University in Collegeville, Minnesota.
Co-Founder & Managing Partner
Capita3
Pamela York is an investor, serial entrepreneur, and inventor with extensive success from launch to exit in technology-based companies. Currently she is a co-founder and Managing Partner of Capita3, a venture capital group investing in early startups innovating in health.
Over her career Pam’s been involved in 100+ deals with over 15 startup company exits to date, and served on numerous boards, including EmpowerU, NAMUH, and Collider. She’s been a mentor or advisor for United Healthcare Techstars, Revolution, and Medical Alley and is currently a venture fellow for MATTER Health.
Previously Pam pioneered three technology platforms that went on to successful commercialization and co-founded two VC-backed startups that each had exits, one with a highly successful IPO. She also led the University of Iowa’s technology commercialization foundation, where she oversaw a portfolio of 1000 technologies concentrated in life sciences, built a startup pipeline from scratch, and oversaw the launch of 30+ companies that attracted hundreds of millions in venture capital financing and numerous exits to date.
Additionally, Pam has 20 years of experience in transformational leadership development. She’s featured on TED talks for a novel leadership accelerator for founders and innovators, known as Capita3 Leader Launch. To date Pam has led 38 cohorts through Leader Launch with 400+ participants. The US SBA, Mayo Clinic Office of Entrepreneurship, MN-SBIR and others are sponsors of this work. Previously, Pam was adjunct faculty teaching the National Science Foundation I-CorpsTM lean startup programs to faculty and graduate students and taught lean startup principles to Saudi Arabian women leaders. She has a Ph.D. in electrical engineering from University of Illinois and completed a private equity financing program at Wharton.