Planning for Liquidity: Strategies to Maximize Value and Minimize Tax Impact
Presented By: CIBC / Venable LLP
Whether through a sale, recapitalization, or IPO, liquidity events can be the most financially significant moments in an owner’s or investor’s journey—but only if they’re properly planned. This session dives into how to prepare for a liquidity event well in advance, including optimizing deal structure, minimizing tax liabilities, and aligning financial, legal, and personal goals. Learn from experts who help owners and shareholders navigate the complexities of wealth transfer, estate planning, and value preservation before and after the transaction.
Moderator:
Vice President, Relationship Manager
CIBC Private Wealth
Christine is a relationship manager in CIBC Private Wealth’s New York office with 10 years of industry experience. In this role, she provides portfolio and wealth management for high net worth individuals within the context of their tax, estate and charitable planning priorities. Prior to CIBC, Christine was a portfolio manager at BlackRock and a research analyst at Edward Jones and Raymond James. She graduated from University of Miami and holds the Chartered Financial Analyst® designation.
Panelists:
Co-Founder
Arkview Capital
Prior to Arkview, Mr. Chernyshov was a Managing Director and Investment Committee member at Ziff Brothers Investments, a prominent NY-based family office. At Ziff, Mr. Chernyshov was responsible for the private equity portfolio.
Prior to ZBI, Mr. Chernyshov worked at a private equity fund, Kohlberg, Kravis, Roberts & Co., focusing on the technology and retail sectors. He completed multiple transactions during his tenure at KKR.
Mr. Chernyshov started his career in finance at the Investment Banking Division of Morgan Stanley, where he was involved in a number of public listings, acquisitions, restructurings, and financing transactions across various industry segments.
Mr. Chernyshov holds a BA in Computer Science and Economics from Amherst College. He was an Osathanugrah Scholar and awarded the James R. Nelson Prize in Economics.
CEO
Fromm International
Martin Okner joined Fromm International as Chief Executive Officer in January 2024. Prior to this he was President of dpHUE. under his leadership, the organization grew annual net sales exponentially and increased profitability through groundbreaking digital/influencer marketing strategies, product innovation, and direct to consumer/retail channel expansion. As a result, dpHUE has been recognized as one of the fastest growing brands in prestige hair care by NPD Group and named a Power Brand by Women’s Wear Daily, Beauty Inc. in 2020.
Prior to dpHUE, Martin had extensive Fortune 500 experience with Revlon and Cadbury, and he Co-founded the strategic advisory firm SHM Corporate Navigators.
Throughout his career, he has generated over $2.5 billion of incremental value across many iconic brands. Martin also served as Chairman of the Global Board of The Association for Corporate Growth 2020-2021. Martin holds an MBA in Corporate Finance from Fordham University, and a BA in Political Science from Seton Hall University. He lives in New York City with his wife and two children, and enjoys his daily workouts, as well as skiing, sailing, and golf.
Partner
Venable LLP
Mark Vecchio, the Chair of Venable's New York Corporate Practice, is an attorney representing clients in corporate a commercial transactions, with a focus on mergers and acquisitions for privately held companies. Hi clients include entrepreneurs, family offices, corporations, limited liability companies, partnerships, private equity firms and institutional investors. He is an Adjunct Professor at Columbia Law School and Columbia Business School, where he teaches a course entitled Strategic International Commercial Transactions.