Introduction to Private Equity Investing

Tuesday, October 24
6:00 pm - 8:30 pm

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Introduction to Private Equity Investing: A source of capital for manufacturers and digital infrastructure companies/An alternative asset for accredited investors

If you are the owner of a manufacturing or a digital services company, and you are curious about the opportunity of either acquiring additional capital for the expansion of your business, or the sale of your business, this workshop will help you understand how to best approach the process of working with private equity groups to grow or transition your business.  Case studies will be shared by expert panelists in the M&A profession that will educate and equip the small business owner to work more successfully with a private equity group.

If you are an investor concerned about the potential volatility of the stock market and you want to learn about alternative asset classes this workshop is for you.  Kristofer Gray, CFP® of Integrity Financial and a team of thought leaders will be facilitating an educational workshop to better understand the private equity landscape for both business owners and accredited investors alike.  Those attending will learn about an asset class that has been a hallmark for pensions, endowments, and sovereign wealth funds, and how to access top quartile managers even inside their own 401(k) plan. 

This event is open to both AWB members and non-members alike. Come join us for an evening discussion that you won’t want to miss!  


Panelists include:

Leif Johnson, Managing Director at Liberty Ridge Advisors

Dan Gaffney, CPA, Partner at Moss Adams LLP

Keith Baldwin, Partner at Davis Wright Tremaine LLP

Robert Cannon, AVP Investment Solutions, Partners Group

Matt Loftin, Trust & Estate Planning at Davis Wright Tremaine

Rahsaan Freeman, M & A at Coldwell Banker

Paul Swaney, Private Equity Operations at Partners Group


Wine and hors d’oeuvres will be served.

October 24th,  6:00pm to 8:30pm

Hosted by Davis Wright Tremaine, Symetra Building, 23rd Floor

777 108th Avenue NE, Suite 2300, Bellevue, WA 98004

Investment:
Members: $25

Non-Members: $35