Featured Webinars

Date Type Event Name Role Location
Oct 14, 2021 Planning for the Future of Your Business Series Learn More Speaker Live Webinar

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

Oct 11, 2021 23rd Annual Chase Foundation Golf Tournament Learn More Sponsor Replay

Intrepid is a proud sponsor of the 23rd 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.

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.

Register Here

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!

Register Here

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.

Intrepid’s panelists include Chairman, Jim Freedman and Managing Director, Rick Chance, join them as they answer questions and share expert insights on:

  • When to prep your leadership team for a potential transaction
  • Important business model drivers to maximize value in a sale and minimize dilution in a recapitalization
  • How to avoid pitfalls that could negatively affect valuation
  • What is the current state of the M&A market and what are the best transaction structures available?
  • What do business owners do after they 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.

Topics Include:

  • How to organize your business for sale
  • How far ahead should you begin preparation
  • How to organize your balance sheet
  • Legal preparations for selling a business

Featured Speakers:



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