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Session F

Are You Ready for Life Post-Liquidity? Wealth Preservation & Exploring Alternative Investment Options to Build Your Portfolio

Presented By: Caliber Funds

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.


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.


Sherry Deutschmann

Sherry is a serial entrepreneur and passionate advocate for women business owners. Her current venture, BrainTrust, is a peer membership for women entrepreneurs to help them achieve financial independence, wealth, and influence. Sherry also founded LetterLogic, a company that received national acclaim for it's unique employee-centric culture. She sold that company in 2016.

Brian Fox
Founder & Former CEO; Founder; Managing Partner
Confirmation;; Rockmont Investments

Brian Fox, CPA, MBA, CGMA, is the creator & founder of both the and and received the first 7 patents granted on electronic audit confirmations. He sold his businesses to ThomsonReuters and today is a Partner with Rockmont Investments. He was a Board member of, the joint-venture between the AICPA & Brian was instrumental at both the national & international level for getting electronic audit confirmations written into the world’s auditing standards. With 16 offices in 15 countries, processes more than $1 trillion of confirmation data for more than 2 million customers in over 180 countries.

Brian is a four-time winner of the 100 Most Influential People in Accounting & is a five-time winner of the accounting profession’s “Top 40 Under 40 CPA in America.”

Brian is a global speaker on financial fraud and auditing standards who has appeared on Fox Business News with articles and quotes in the Financial Times, Forbes, Wall Street Journal, Fortune, New York Times, Compliance Week, CNBC, The CPA Journal, and more. 

George Pace
Executive Vice President of Wealth Development
Caliber Companies



Christopher Scales
Specialty Dental Brands

Chris Scales is currently President at Specialty Dental Brand’s (SDB), a position he assumed in February 2017 as part of the founding management team.

Prior to SDB, Chris worked with the Healthcare Transaction Advisory Group at Ernst Young. During this time, Chris led or participated in due diligence efforts relating to a multitude of buy-side and sell-side transactions in the health care industry, ranging in size from $5 million to $1 billion. Chris previously worked as the Director of Finance/ Controller at Parallon/HCA’s Nashville Shared Service Center.

Conference Location

6201 Hickory Valley Road
Nashville, TN 37205
Tel: (615) 352-6591