
XPX Greater Boston: Fireside Chat - Join us for a discussion on the Macro Economic Environment, including IPOs, Private Capital Raises and M&A activity
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Room Notice
Maximum Capacity is 65
Join us for a discussion of M&A that will provide differing perspectives in the IB community.
Lunch will be served.
Our Speakers:
James H. Turner V
Founder & CEO
5th Line Capital
Started an entrepreneurial career with an e-commerce business out of his college apartment. After selling off the business upon graduation he spent some time in the stock market trading options. Realizing his true interest in the field of growing businesses, he shifted to starting to work with companies looking to accelerate their growth. Over the last 6 years James has managed over $250MM in client transactions, advising over 50 companies in securing alternative capital solutions for their companies. Today James is charged with leading development & execution of the firm's vision, driving growth in overall sales & business development.
Courtney A. Barker
Managing Director, Investment Banking
BofA Securities, Inc.
Courtney Barker is a Managing Director in the Emerging Growth & Regional Coverage investment banking team. In her current role, Courtney works with companies across a variety of industries in the Greater Boston area to help raise public equity (IPOs, Follow-Ons, PIPEs, Converts), public debt, private capital (late stage growth and private equity), as well as help execute on M&A strategies. Her clients include c-suite executives and board of directors of public and private companies across industries such as Software, Internet, Life Sciences, Healthcare IT, MedTech, Tools & Diagnostics, Consumer & Retail, and Industrials. Courtney joined the EGRC team in 2019.
Event Fees:
Non-Members: $95.00
Non-Members Same Day/Walk-In Fee: $105.00
XPX Chapter Network Members: $65.00
XPX Chapter Network Members Same Day/Walk-In Fee $75.00
XPX Greater Boston Members in good standing are complimentary, so join Today!
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
Jaimie Sousa
The Colony GroupSean McGrath
Brookline BankTina Teodorescu
Talent Edge AdvisorsCourtney Barker
BofA Securities, Inc.Stacey Landry
Essex County Community FoundationJennifer Mayo
Essex County Community FoundationSean Moore
Sales XcelerationHanneke Antonelli
Hanneke Antonelli Coaching, Inc.
Martin Lowenthal
The Bulfinch GroupAlan Fullerton
Mirus Capital Advisors