Do you ever wonder:

1. What your company is worth?

2. What is the best time to sell? Is it ever too early?

3. How can you prepare your company for the highest valuation?

4. What are some specifics of the market for selling/buying a company in South Florida today?

Join Industry experts from NPerspective, MidCap Advisors and Capitala Group to discuss how to value your business.

C. Russell Slappey, CPA – Founder & CEO, NPerspective

Scott Yoder, Vice President, MidCap Advisors

MODERATOR

Casey Swercheck, Director of Capital Strategies, Capitala Group

Thank you to our sponsors NPerspective and MidCap Advisors.

Join Miami Finance Forum for a special fireside chat and keynote about disruption.  More information coming soon.

Emceed by Tom Hudson, Vice President of News, Special Correspondent, WLRN

Keynote Speaker:

Kathryn V. Marinello, President & CEO, The Hertz Corporation

Ms. Marinello has served as the President and Chief Executive Officer and a member of the Boards of Directors of the Company since January 3, 2017.  Ms. Marinello previously served as a Senior Advisor of Ares Management LLC, a global alternative investment manager, since March 2014. Ms. Marinello served as the Chairman, President and Chief Executive Officer of Stream Global Services, Inc., a business process outsource service provider, from 2010 to March 2014. Ms. Marinello served as the Chairman, Chief Executive Officer and President of Ceridian Corporation, a provider of human resources software and services, from 2006 to 2010 (promoted to Chairman in 2007). She served in a broad range of senior roles over 10 years at General Electric Co., an international industrial and technology company, including leading global, multi-billion dollar financial and services businesses and subsidiaries. During this period, she served as the Chief Executive Officer and President of GE Fleet Services at GE Commercial Finance from October 2002 to October 2006 and GE Insurance Solutions from 1999 to 2002. She served as President and Chief Executive Officer of GE Financial Assurance Partnership Marketing Group, a diverse organization that includes GE’s affinity marketing business, Auto & Home Insurance business, and Auto Warranty Service business from December 2000 to October 2002. Prior to this role, Ms. Marinello served as President of GE Capital Consumer Financial Services and also served as an Executive Vice President of GE Card Services, where she began her GE career in 1997. Prior to GE Capital, she served as President of the Electronic Payments Group at First Data Corporation, which provides electronic banking and commerce, debit and commercial processing to the financial services industry. She has also served in senior leadership positions at different financial institutions, including US Bank (previously First Bank Systems), Chemical Bank, Citibank and Barclays.  Ms. Marinello has served as a director of the Volvo Group, a multinational manufacturing company, since April 2014. Ms. Marinello served as a member of the Supervisory Board at The Nielsen Company B.V., a global information and measurement company, from July 2009 to May 2017, as a director of General Motors, a global automotive company, from July 2009 to December 2016, and as a director of RealPage, Inc., a provider of property management software and solutions, from 2015 to March 2017.

Fireside Chat Panelists:

Guido Balocco, CEO, Edward Beiner

More panelists announced soon.

A huge thank you to our sponsors: The John S. and James L. Knight Foundation, Professional Bank, MDO Partners, VACO South Florida and The Miami Herald.

In recent years, technology has played an increasing role in the private equity and venture capital arenas.  Not just in the way fund managers make decisions and optimize or create efficiencies within their portfolio companies, but the way in which they run their funds & asset management businesses.

There is a rapidly growing field of Fintech businesses that have cropped up to enable fund managers to become more efficient in areas like raising capital & connecting with institutional investors, managing the wide streams of data from their portfolio for better internal and external monitoring and reporting, sourcing transactions and underwriting opportunities.

Fund managers are adopting quickly, ramping up their data and tech-enabled revolution on all these fronts to become more effective asset managers and enhance returns for investors.

Miami Finance Forum has assembled thought leaders within this nascent area of the Fintech world for a panel discussion here in Miami.

More information coming soon.

Date is tentative and subject to change.

More information TBD

Date is tentative and subject to change.

Moderator: Hal Webb Esq, Partner, Head of International Private Client Services,  Bilzin Sumberg

Panelists include:

Joseph Nader, Managing Director & Sr. Wealth Advisor, Calamos Wealth Management

More information coming soon.

The event is sponsored by Bilzin Sumberg, Merrill Lynch and Calamos Wealth Management.

The one day conference will provide your company with an opportunity to market your brand and services to a highly engaged group of institutional investors, allocators, family offices and financial advisors who are evaluating and investing in alternative investments. ALTSMIA is developed and led by the CAIA Miami, CFA Society Miami and Miami Finance Forum. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market.

ALTSMIA has been developed for:

• Institutional investors
• Financial advisors
• Family offices
• Asset managers
• Investment consultants
• Plan trustees
• Portfolio managers
• Research analysts

The date is tentative and will be confirmed.

More information coming soon.

Date is tentative and subject to change

This event is sponsored by HEICO Corporation