Featured Webinars

Date Type Event Name Role Location
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:



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.

Honorees include:

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

Register Here


Apr 15, 2021 PODCAST | Secrets of Success Ep 36: Investment Banking and Mainstreet with Adam Abramowitz of Intrepid Learn More Sponsor Live Webinar

How much are companies on Main Street sold for? How big are Main Street companies? Please welcome Adam Abramowitz from Intrepid Investment Banking to explain Main Street investment banking, private equity, and more on this episode of the Secrets of Success Podcast with Dr. Shane Needham!

You’ll Learn:
• The difference between Wall Street and Main Street
• The many misconceptions about private equity and investment banking
• How COVID affected main street and investment banking
• How modern technology has changed the structure of many businesses

Please click here to watch!

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