|Oct 07, 2021 - Oct 08, 2021||2021 Virtual Insurance Diversity Summit: “Moving Beyond Resilience” Learn More||Speaker||Live Webinar|
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.
|Sep 23, 2021||Capital Markets Update Virtual Event Learn More||Host||Live Webinar|
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.
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
|Aug 25, 2021||Opus Connect’s Virtual Healthcare Webinar Learn More||Speaker||Live Webinar|
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.
|Aug 05, 2021||LA Times CFO & CEO Leadership Awards Learn More||Sponsor||Live Webinar|
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!
|Jun 30, 2021||Preparing Your Company for a Sale of Recapitalization Learn More||Speaker||Replay|
Join Intrepid Investment Bankers and strategic partner, CEO Coaching International, for a special Webinar on how to prepare your company for a sale or recapitalization. Whether you are preparing for an upcoming transaction, hoping to exit soon, or have not yet considered such plans, it’s never too early to start building the company you want to sell.
By understanding the complexities and key considerations around a sale and recapitalization, you’ll be prepared to work toward the exit you desire.
To watch the full replay, click here.
|Jun 23, 2021||Asian Business Association: Selling Your Business Learn More||Speaker||Live Webinar|
Selling a business, exit strategy or contingency plan, is no simple feat-it is a science and an art. When you decide to embark on the journey, you have to be sure to have a plan. Without it, entrepreneurs may soon find themselves in a position to deal with some serious financial consequences. Regardless of when you think you might offer your business for sale, it is important to start preparing today for that transaction
Please join Rick Chance, as he joins this virtual event as a featured speaker during the ABA: Selling Your Business, Wednesday, June 23, 2021.
|Jun 17, 2021||JVS SoCal 90th Anniversary “The Way Forward: Changing Lives Together” Learn More||Host||Live Webinar|
This year, JVS SoCal celebrates 90 years of providing hope through their essential services for job seekers and life-changing career training programs. Intrepid’s own Managing Director and Co-Head of the Healthcare Group Adam Abramowitz, receives the Generation Impact Award. Please join us on this virtual event to witness the impact of JVS’s partnerships and donations at work, empowering the lives and families of more than 50,000 Southern Californians each year.
Adam Abramowitz – Generation Impact Award
Ronny Bensimon – Founder’s Award
Arbi John – Corporate Partnership Award accepted on behalf of Pacific Western Bank
Valeria Elizarraraz – Inspiration Award
Lovely Porter – Inspiration Award
Fritz Coleman – Host
*Receiving tickets to attend the event is not contingent on becoming a JVS sponsor and that any sponsorship is strictly voluntary.
|Jun 16, 2021||UB Private Bank Perspectives: The Art and Science of Preparing Your Business for Sale Learn More||Host||Live Webinar|
Whether you plan to sell your business in the near term, or are several years away, taking the right steps to prepare your business for sale can have a significant impact on the success of this important transaction. Please join us for this special presentation where we will explore steps that you can take to drive value creation, why timing is so important and how understanding your motivation for selling is a critical first step in the process.
Steve Sherline, CFP, Private Wealth Management Executive Union Bank, The Private Bank
Rick Chance, Managing Director and Head of Strategic Relationships, Intrepid Investment Bankers
Min Yoo, Senior Wealth Strategists, Union Bank, The Private Bank