XPX Greater Boston: Navigating Uncertainty - Economic and Political futures in a Post-election America

Join us for a lively panel discussion of varied perspectives on the potential impacts of the coming election. Appetizers and Drinks will be served.

Our Speakers:

Ameek Ashok Ponda
Tax Partner
Sullivan & Worcester LLP

Ameek is a tax partner who focuses on REITs. He has been adjunct law faculty at Boston College, Boston University, and Harvard. He is currently Board Chair at Tax Analysts and Treasurer of the American College of Tax Counsel.

Fluent in Hindi-Urdu, Ameek is a charter member of The Indus Entrepreneurs, on the Advisory Board of WGBH, and on the Board of Commonwealth Shakespeare Company.

Ameek holds an A.B. from Harvard College, summa cum laude, a J.D. from Harvard Law School, magna cum laude, and an LL.M. in Taxation from Boston University, valedictorian.

John E. Surrette, Jr., CPA, CFE
Partner, Director of Private Equity and Transaction Services
KLR

John chairs KLR's Private Equity and Transaction Services Group. He has over 20 years of experience working with middle market and lower middle market companies. His focus is on providing transaction advisory and audit services to private equity and venture capital firms as well to other financial and strategic sponsors investing in middle market companies. John partners with a diverse audit and consulting client base and has extensive experience working with companies in the manufacturing, distribution, renewable energy, technology enabled services and healthcare industries.

Leland Mindnich
Vice President and Wealth Manager
JP Morgan Wealth Management

Working as a partner on the 13-member Mohamed-Merola Private Wealth team. Leland leverages the expertise of his firm and team to deliver a family office-like experience to CEOs, founders, and other prominent business owners. Simplifying and organizing complex financial affairs is core to his business.

Prior to JP Morgan, Leland held senior advisory positions with First Republic & Merrill Lynch. He holds the Certified Exit Planning Advisor® (CEPA®) designation as well as a B.S. in Financial Management from Clemson University.

Aaron Naisbitt
Managing Director
Dunn Rush & Co.

Aaron is a Managing Director at Dunn Rush & Co., advising founder-led and family-held businesses valued between $20 million and $250 million. Aaron has experience in a broad range of investment banking services including mergers & acquisitions, capital raising, valuations and financial advisory, but his primary focus is representing owners through the most important transaction of their lives – the sale of their business. Dunn Rush & Co. specializes in advising business owners on how to plan, prepare, execute, and close successful transactions to achieve the optimal price and terms and accomplish their most important personal objectives.

Lew Segall
Director
Sullivan's Corporate Department in Boston

Lew's practice is focused on a number of transactional areas. He regularly represents public and private companies in equity and debt financings, joint ventures, domestic and international mergers and acquisitions, and general corporate matters. Lew also represents financial institutions in secured and unsecured credit facilities. His clients consist of major financial institutions, private equity groups, family-owned businesses, family offices and other investors, as well as emerging and established companies engaged in a variety of industries, including renewable energy, advertising, health care, communications, manufacturing and software.

Registration Fees: Noted on the above image.

XPX Greater Boston Members in good standing are complimentary, so join Today!

First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston 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.