Speaker: Bradley Gayheart, Managing Director at Bankers Capital International This session will offer valuable insights into the often-complex world of investment banking, led by Bradley Gayheart, an industry expert with years of experience. Whether you're looking to gain a deeper understanding of the investment process, explore strategic financing options, or expand your network within the finance & investment sectors, this event will provide the perfect opportunity to do so. Don't miss out on this chance to connect, learn, and grow alongside fellow professionals! Speaker's bio: Bradley D Gayheart is a seasoned professional with over two decades of experience in investment banking,

Speaker: Jim Tolbert, Founder and Managing Director Mexus Advisors  www.MexusAdvisors.com Presentation: - Independent sponsors are seasoned executives that have many years experience in an industry - The speaker will provide background on how these executives can partner with investors to create their own companies to acquire and operate companies in these industries - Seasoned executives know the key economic levers for creating value in industry - These executives also have insights into companies that might be available for acquisition through a network of contacts in their industry - These executives also have the management depth to serve as CEO of the companies they form

Speaker: Rachel Boehm, Owner, Rachel Boehm Coaching & Consulting LLC Presentation: Some days you may feel like the person whacking the mole, other days like the mole. When life feels increasingly chaotic, overwhelming, stressful––pick your word––every decision feels like a gamble because the ground keeps moving beneath your feet. This can lead to paralysis analysis, afraid of taking unnecessary risks, or rash decision-making so you feel like you’re at least doing something. Whether it’s personal or professional, stress and change are the constants. To do more than survive, you have to learn how to turn them into a strategic advantage. That’s what this

Executive Master Coach, Adriana L. Cowdin, Founder of Be Bold Executive Coaching will present. In today’s competitive market, your personal brand is your reputation—and your greatest asset. Adriana L. Cowdin will uncover the five pillars of personal branding, learn how to define your unique voice, and discover how to activate your brand across platforms like LinkedIn.  This session will help you increase visibility, build authentic connections, and position yourself as a thought leader.

Many call this decade the LARGEST transfer of wealth in the history of mankind.  Abran Villegas, Managing Director, Lazear Capital Partners will discuss how to help your client or company be ready. - 70% of Business Owners expect to sell in the next 5-7 years. - There is a succession plan that can secure your Company legacy, avoid capital gains taxes, and preserve your culture and community. - 75% of Business Owners deeply regret selling their business after a year.  Learn how an ESOP can help make your succession plan smoother and more meaningful. Speaker's bio: Abran Villegas is a

Julia Holian, Career Strategist and Interview Coach, and founder of Career Transformation Partners Presentation:  Do you get the sense that LinkedIn could do more for you? You're not alone. Most of us know the basics of how to create our profile, search for a job, or make a post, but do you know how it really works? Let's talk about how and when LinkedIn's algorithm helps you or downplays you. We'll walk through how often you should be on LinkedIn, what you should be doing, whether Premium is worth it, and new features that could help the algorithm work for you.

Media landscape as it stands now from a consulting perspective   Speaker, Bryan Keirn, Principal, People Consulting, Ernst & Young LLP Worked across multiple people and HR teams to build, navigate and execute complex transformation strategies. Bryan is a principal in Ernst & Young LLP’s People Consulting practice and serves as the EY Americas Technology, Media and Telecommunications Leader. With more than​ 18 years of experience, Bryan has spent his career in consulting and industry roles focusing on transformation and transactions with humans at the center. He has extensive experience in leading large scale, complex client engagements supporting the people

Jessica Gruber, CEO of Buzzworks, and COO of Success Champion Networking Presentation: In today’s market, your expertise isn’t enough—people need to know you. Whether you're in transition, leading, or building a fractional practice, this session will show you how to build authority through strategic networking. Learn how to: - Talk about your value so people remember it - Build a network that works for you - Show up with clarity, confidence, and credibility This isn’t about branding—it’s about being the name people trust and refer. Speaker's bio: Jessica Gruber built her personal brand by doing what most finance professionals overlook—strategic visibility built

Current Trends and Benefits of the Private Markets Speaker:     Salvatore Russo, Partner & Co-Head of Private Markets at Cerity Partners will be presenting on “Current Trends and Benefits of the Private Markets.” His bio and picture is included below: Bio: Sal Russo is Co-Head of Private Markets and a member of Cerity Partner’s Investment Committee. Sal has more than twenty-five years of experience providing investment research, advisory, and wealth management services to both high-net-worth individuals and institutions. Prior to joining Cerity Partners, Sal was a Partner and Head of Research for EMM Wealth. He also served as a member

John Price, Managing Director of Americas Market Intelligence, and 30+ year veteran of Latin American market intelligence will walk us through his analysis and forecast of Latin America for 2025/6, taking into account: - The impact on Latin America of Washington-authored trade policy disruption, both directly with the region as well as the ripple effects of US-China and US-Europe tariff disputes. - The anticipated charm offensive by China in Latin America to exploit deteriorating US relations in the region - The opportunities to be born from the soon to commence EU-Mercosur trade agreement - The changing political landscape in Latin

In this session, Wade Myers presents a powerful, step-by-step playbook specifically for manufacturing business owners who want to significantly increase the value of their company. Whether you’re planning for a strategic exit, seeking investment, or aiming to scale operations, these 6 steps will help you build a more efficient, resilient, and high-value manufacturing enterprise. Speaker: Wade Myers, Entrepreneur and Investor Wade Myers is a serial entrepreneur and investor that has founded, invested in, and been a director of 100+ startups and has completed scores of financing and M&A transactions. He is a general partner of the Eagle Venture Fund and multiple