The State of the Market: How Today’s Top Dealmakers See What’s Ahead
Presented By: Bank of America / Merrill Lynch
In an era of shifting interest rates, geopolitical headwinds, and evolving capital structures, how are top-tier dealmakers navigating the M&A landscape? This candid, free-ranging roundtable brings together influential leaders from real estate, private credit, capital markets, and private banking for a 360-degree view of what’s shaping deal activity right now.
Moderator:
Managing Director, Private Wealth Management
Merrill
Peter Rohr joined Merrill Lynch in 1987. Working with ultra-affluent clients, he helps them achieve their goals and streamline their wealth management services. He is skilled in investment management, estate planning services, corporate executive services and experienced with Merrill's Family Office Services. Peter has held several leadership roles within Merrill and is a frequent commentator in the media. He has been quoted in Bloomberg Magazine, The Wall Street Journal, Financial Times, Forbes, Barron's and Financial Planning Magazine. He served on the board of trustees for the Haverford School, the Finance Board for Episcopal Academy, is a National Certified Financial Planning (CFP)® Board member and on the advisory board for MANNA.
Panelists:
President, Greater Philadelphia; Managing Director & Private Bank Market Executive, Pennsylvania & Delaware
Bank of America
As market president, Jim Dever is Bank of America’s leader in Philadelphia. He connects businesses, families and individuals to the banking and investment teams that help improve their financial lives. He also leads the work to deploy Bank of America’s resources to address social and economic concerns and build strong communities. In addition, he is global commercial banking market executive for Pennsylvania, Southern New Jersey and Delaware, overseeing a team that provides banking solutions to companies with annual revenues of $50 million to $2 billion.
Co-CEO
Korman Communities
Brad Korman is Co-CEO of Korman Communities, a five generation, 100-year old real estate company with 40 properties around the country and in London. The Company operates multifamily properties under its AVE brand and a hospitality platform under its AKA brand with locations including Boston, New York City, Philadelphia, Washington DC, Miami, Austin, Dallas, Phoenix, Beverly Hills and others.
Mr. Korman received his B.A. from Duke University in 1987 and his M.B.A. from the Wharton School of the University of Pennsylvania in 1992.
National Structured Credit Executive
Bank of America/Merrill
Kurt leads a team with the responsibility for delivery and execution of sophisticated credit solutions to Ultra High Net Worth Merrill Lynch clients across the US (and select global markets).