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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
14

XPX DC Metro: Place-Based Investing

Details

Date & Time

Thu, Sep 14th, 2023 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club|7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
Other XPX Chapter Members
$45.00
Other XPX Chapter Members Same Day/Walk-In Fee
$55.00
Guests

Registrants

31 people attended
BS
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Michael Jones of The Community Foundation for Northern Virginia is a member of XPX DC Metro
+26

Damien Dwin is passionate about purposefully driving capital to overlooked and underserved places. As Founder and CEO of Lafayette Square, he has built a strategic investment firm that provides both capital for growing middle market business and services to enable their employees to prosper.

Please join us to learn more about Damien’s unique place-based strategy, delivering capital to growing, middle market companies headquartered outside of high-income places and using data as a risk mitigation tool to improve employee wellbeing, and boost retention and productivity across Lafeyette’s portfolio companies and partners.

Speaker:


Damien Dwin

Founder and CEO
Lafayette Square

Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square.  Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital Advisors from its founding in 2010 to October 2020.   Damien began his career as a trader with Goldman Sachs, New York & London, there earning the Michael P. Mortara Award for Innovation. At Credit Suisse, he was the Co-Founder and Head of the North American Special Opportunities business until 2010.

He is an active thought leader on place-based investing, mass incarceration and the use of capitalism for good. He has written for Financial Times, Entrepreneur and Inc.com. 


AGENDA: 

Networking - 7:30 to 8:30 AM (EDT)
Program - 8:30 to 9:30 AM (EDT)

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $45.00
Other XPX Chapter Members Same Day/Walk-in Fee - $55.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $65.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.

 

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
BS
Bonnie Sewell
Dakota Wealth Management
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
BNY Mellon Wealth Management
Michael Jones of The Community Foundation for Northern Virginia is a member of XPX DC Metro
Michael Jones
The Community Foundation for Northern Virginia
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Guthrie
AltaView Advisors LLC
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
DD
Damien Dwin
Lafayette Square
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
MZ
Mario Zumbo
Preserve Private Wealth
AG
Alex Goss
Live Oak Bank
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
DG
Daniel Garedew
Star Financial Services, Inc
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
AJ
Alex Johnson
Cortland Valuation Group, Inc.
MA
Melvin Ashley
Fluid Strategy LLC
AS
Aquil Stinson
Lafayette Square