• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Fort Worth
      • Miami
      • Phoenix
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jan
25

XPX New York: Best Practices for Early-Stage Investing!

Details

Date & Time

Thu, Jan 25th, 2024 ⋅ 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 1/22)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
Other XPX Chapter Members Early Bird (through 1/22)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

43 people attended
LL
Frank Brigante of CIBC is a member of XPX New York
Keith Conway of White Horse Capital is a member of XPX Tri-State
Jason Correia of CLA is a member of XPX Tri-State
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
+38

Please join us for an exciting conversation on early-stage investing. We will cover a range of topics from angel investing and venture funding to proper due diligence. You won’t want to miss this!

Our Speaker:

Jonathan Hakakian
Managing Director
SoundBoard Venture Fund

Jonathan is Managing Director of SoundBoard Venture Fund, formerly SoundBoard Angel Fund which he co-founded in 2012 to build a community of experienced entrepreneurs to formally invest in early-stage companies outside the major city centers.

The Fund was born from Jonathan’s involvement in the Mid-Atlantic startup scene (Washington DC to NYC), along with his experience in coaching entrepreneurs and consulting into their organizations. From his extensive knowledge of the entrepreneurial journey and general business strategy, he has been able to work with entrepreneurs to structure atypical agreements and provide innovators with a valuable network of investors.

Jonathan graduated from George Washington University, with a degree in Business Administration concentrating in Finance.

Registration Fees:

Non-members:

$75.00 Early Bird (through 1/22)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:

$55.00 Early Bird (through 1/22)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME 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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
LL
Laura Lewis
SPARK
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
White Horse Capital
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
RL
Robert Ludricks
Brown Brothers Harriman
BL
Bernie Leone
Withum
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
JG
John Grzymala
Family Office Advisory Services
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
JS
Joshua Shoshan
Wealthspire
AC
Andrew Crofton
Klingstein Fields Advisors
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
Andrew Taffurelli of Floyd Advisory LLC is a member of XPX Tri-State
Andrew Taffurelli
Floyd Advisory LLC
CB
Candace Benzel
Merrill Lynch
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
CG
Charles Gerber
Triumph First LLC
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
MC
Michael Castro
BankUnited
RB
Richard Baum
Consumer Growth Partners
SC
Steven Crowley
CFO Consulting Partners, LLC
JH
Jonathan Hakakian
SoundBoard Venture Fund
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
Jordan Toder
Preservation Capital Partners, LLC
PH
Peter Ho
Brio360
RS
Rob Sattler
Cresa
JV
Jim Vigna
Live Oak Bank
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
RP
Robert Pascale
J.P. Morgan Private Bank
AP
Adam Porcelan
Reedland Capital Partners
AL
Andrew Lederman
WILK AUSLANDER
KC
Kennedy Chinyamutangira
RSM US LLP
JH
Justin Hirs
Bentley Associates
MD
Mark Dailey
Newport LLC
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
Expense Reduction Analysts
JH
Jesse Holstein
Dwight Fund