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  • Exit Planning Exchange
Exit Planning Exchange
Apr
17

XPX Hartford CT: Non-Bank Lending: Supporting Deal Structures and Building Value

Details

Date & Time

Wed, Apr 17th, 2024 ⋅ 8:00am - 10:00am (EDT)

Location

The Hartford Club, 46 Prospect St, Hartford, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 4/14)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
Other XPX Chapter Members Early Bird (through 4/14)
$55.00
Other XPX Chapter Members Regular Fee
$70.00
Other XPX Chapter Members Same Day/Walk-In Fee
$80.00
Guests

Registrants

35 people attended
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
MM
Jason Correia of CLA is a member of XPX Tri-State
Meredith Young of JPMorgan Chase is a member of XPX Hartford
Lauren Altschuler of Touchstone Advisors is a member of XPX Hartford
+30

Join the XPX Hartford chapter on Wednesday 4/17 to hear from lenders on how companies can utilize non-bank lending products and structures to build value and also support M&A transactions.

Agenda:

8:00 – 8:30 Registration & Networking
8:30 – 9:45 Main Program
9:45 – Program conclusion and networking


Our Speakers:


Seth A. Cooper

Senior Vice President, Sales Manager, Business Development Officer
Northeast at MidCap Business Credit

Seth is responsible for new business development throughout the Northeast. He has spent the last 15 years building asset based businesses for both large regional banks and independent commercial finance companies. He is a former board member of the CT Turnaround Management Association and is an active member of the Turnaround Management Association, the Association for Corporate Growth and the Commercial Finance Association. Seth received his undergraduate degree from Elon University.



Tom Wooters

Managing Director of Mezzanine Finance
BDC Capital

Prior to BDC Capital, Mr. Wooters was the Investment Manager at SEED Venture Finance (“SVF”). Prior to this, Mr. Wooters worked as an independent consultant offering strategic consulting services to small businesses. Tom was also founding partner at Argo Global Capital, a communications focused venture capital firm. Before Argo, Mr. Wooters worked at Advent International, a large Boston-based international private equity firm. Mr. Wooters also worked at Cowen & Company (SG Cowen) in the firm’s Technology Investment Banking Group. Mr. Wooters holds a B.S. in Business Finance from Lehigh University.


Registration Fees:

XPX CT & Tri-State Level Members in good standing are FREE. Join our membership today!

Non-members:
$75.00 Early Bird (through 4/14)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 4/14)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.


BRING A FIRST TIME GUEST TO XPX!

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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
MM
Michael McGuire
Key Bank
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Meredith Young of JPMorgan Chase is a member of XPX Hartford
Meredith Young
JPMorgan Chase
Lauren Altschuler of Touchstone Advisors is a member of XPX Hartford
Lauren Altschuler
Touchstone Advisors
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital of B. Riley
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald Andrews
Berkshire Bank
LH
Lloyd Huie
Liberty Bank
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Cpwa® Cima® Cexp Cfp® Salmon
Wooster Square Advisor, LLC
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
BH
Bradley Hardy
Citizens Bank
DH
Denis Horrigan
Connecticut Wealth Management
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
UBS
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Bob Pravder of Robert Pravder Consulting, LLC is a member of XPX Fairfield County
Bob Pravder
Robert Pravder Consulting, LLC
BF
Brian Fischer
Day Pitney LLP
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
RA
Rick Allen
Great Hill Advisors
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
YR
Yana Reiser
FML
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
RB
Ron Belanger
Berkshire Bank
Susan Powers of Sandler Training by PEAK Sales Performance is a member of XPX Hartford
Susan Powers
Sandler
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
SC
Seth Cooper
Northeast at MidCap Business Credit
TW
Thomas Wooters
BDC Capital
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
TT
Timothy Throckmorton
Webster Private Bank
AN
Andreas Novotny
Interpro Group, LLC
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting