Events

Please join Managing Director and Chairman, Jim Freedman, as he joins 14 industry thought leaders in a day dedicated to market insights and education exclusively for the Rockefeller Virtual Symposium. This virtual event will evolve around 3 core segments; Wealth, Leisure & Wellness (Alternative Investments, Travel / Leisure, Wellness), 2022 and Beyond (Real Estate, Market Outlook, Advanced Planning), & Doing Well by Doing Good (ESG, Philanthropy, Governance).  We hope to see you there!

RSVP Here

Agenda:

12:00 – 12:15 p.m. Welcome and Event Overview

12:15 – 1:00 p.m. Wealth, Leisure & Wellness

1:00 – 1:45 p.m. 2022 and Beyond

2:15 – 3:00 p.m. 2022 and Beyond Roundtable

3:15 – 4:00 p.m. Doing Well by Doing Good

4:15 – 5:00 p.m. The Legacy of your Family

5:15 p.m. Closing Comments

Welcome Back! We are excited to participate at the 2021 ACG LA Business Conference this year! This is the nation’s premier gathering of top business advisors, deal makers, and executives. It draws the strongest business minds from across the country who make key decisions on capital deployment and investments. Intrepid is proud to be Champion Sponsor this year.

Jessica Chia, Director of Beauty Brands and Lauren Antion, Vice President, Beauty & Personal Care will be featured during this appealing panel on “ Beauty & Personal Care M&A: A Pandemic-Fueled Ride Full of Surprises and An Outlook for 2022” discussing about the ups and downs of Beauty & Personal Care M&A during the pandemic. Panelists include Lilly Ghalichi (Lilly Lashes/HAIRtamin), Katherine Mossman (Brentwood Associates),  and Clint Carnell (HydraFacial Company).

11:00 AM – 12:00 PM – Gold Sponsor Breakout Session | The Business of Heath & Beauty | Wilshire Ballroom
Presented by Intrepid Investment Bankers

Also join Adam Abramowitz, Managing Director and Co-Head of Healthcare Group, in a stimulating interview with keynote speaker and Former United States Commissioner of the Food and Drug Administration (FDA), Scott Gottlieb,M.D.

4:30 – 5:30 PM – CLOSING KEYNOTE | Uncontrolled Spread – Scott Gottlieb, MD, Former FDA Commissioner in Conversation with Adam Abramowitz, Intrepid Investment Bankers | Wilshire Ballroom

Enjoy interacting, connecting, and generating new business through this two-day in – person event! We encourage you to register and hope to connect in November!

Register Here

*ACG Members: $1,200; Non-Members: $1,400

Join us for Part I in this informative two-part series focused on how business owners can build their business while protecting the company’s and their families’ future. This session will also include strategies for preparing a business for a potential liquidity event and an outline of liquidity options.

Register Here

Presented By:
Min Yoo, Senior Wealth Strategist, The Private Bank at Union Bank
Gary Rabishaw, Managing Director, Intrepid Investment Bankers

Intrepid is a proud sponsor of the 23^rd Annual Chase Foundation Golf Tournament! Bankers Jonathan Zucker and Michael McMahon took part in the tournament to raise awareness for the foundation’s relentless work in helping children with cancer improve their outcomes.

Please join Jonathan Zucker, Head of Capital Markets, as he joins the 2021 Virtual Insurance Diversity Summit (VIDS) where he will be presenting on the capital options available to diverse business owners. This summit will  bring together experts on the topics of race and diversity in the insurance industry, diversity in the boardroom, navigating the insurer procurement pathways, what you need to know about grants & economic relief programs, and much more!

This two-day Summit offers a virtual “Pitch to Procure” Matchmaking Roundtable, Resource Expo, and engaging webinars led by this year’s panel of experts.

Register Here

Please join us for a virtual presentation featuring MUFG Capital Markets Strategist Tom Joyce. In this informative and interactive virtual event, Tom and his esteemed colleagues Jeffrey Knowles and Jonathan Zucker will provide an economic, policy and markets outlook going into year-end 2021, and beyond.

The event will include a Q&A session moderated by Felix Leslie.

Presenters:

Jonathan Zucker, Head of Capital Markets Group, Intrepid Investment Bankers

Jeffrey Knowles, Managing Director & Head of Specialized Debt Capital Markets, MUFG Securities

Felix Leslie, Head of Commercial Banking Corporate Advisory, MUFG Union Bank

Intrepid’s Co-Head of Healthcare, Jonathan Bluth, will be a featured speaker at the upcoming Opus Connect healthcare investing panel. This expert panel will discuss recent trends impacting healthcare M&A in 2021 and share their experiences in this extremely busy year.

Register here to learn more.

Join us and the LA Times as we recognize leading executives who have demonstrated noteworthy success and accomplishments during the past 24 months. The CFO & CEO Leadership Awards will recognize C-Suite executives for their contributions and leadership within their organizations, the business world, and the community at large.

Ed Bagdasarian, CEO of Intrepid Investment Bankers, is a panelist alongside other leading CEOs. Join the virtual discussion on retention, supply chain management, and leadership!

Don’t miss out on this noteworthy event!

Register Here