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EVENTS

Here's our New York event list. View more events on our XPX Tri-State Calendar

Upcoming events

    • November 09, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    What makes the most sense?

    Entrepreneurs oftentimes are not aware of the various options they may have to solve their capital needs. While an outright sale to a competitor is an obvious option, other paths may be available, including a partial recapitalization, debt financing or instituting an employee stock ownership plan (ESOP). Our panel will consist of 3 professionals providing their investment banking, legal and personal financial advisory perspectives to the family business in our case study.

    Click here for the Case Study.


    Our panel comprises:

    Stephen Berman – Managing Director, CSG Partners 

    Steve was formerly a Managing Director of Prudential-Bache Interfunding, Inc., the merchant-banking arm of Prudential Securities Incorporated. He co-managed an $800 million fund that made private equity and debt investments in leveraged transactions, which closed transactions with aggregate investments and commitments of $1.4 billion. Steve was also the co-founder of Seaport Capital Inc., a merchant banking operation formed to manage the private equity portfolio of Prudential-Bache Capital Partners I and II, L.P. 

    Jim Abbott – Partner, Seward & Kissel 

    James E. Abbott is a partner in the Business Transactions Group within the Corporate Finance Department at Seward & Kissel.  Jim has practiced law since 1984.  He joined Seward & Kissel as a partner in 2007. 

    Jim represents public and private companies, private investment funds, investment management firms, financial institutions, business owners and managers in connection with a variety of business transactions, financings and general corporate matters.  Representative transactions include mergers and acquisitions, private equity, debt and venture capital transactions, seed capital arrangements, joint ventures, strategic alliances, PIPEs and other public and private securities offerings. 

     Tara Thompson Popernik, CFA, CFP®, Director of Research—Wealth Strategies Group, Alliance Bernstein 

    Tara Thompson Popernik was named the Director of Research for the Wealth Strategies Group in 2011 and is responsible for leading research initiatives on investment planning and asset allocation issues facing high-net-worth families, family offices, and endowments and foundations. Previously, she was a wealth management specialist, and before that she was a senior investment planning analyst. Prior to joining the firm in 2003, Tara was a paralegal in the Capital Markets Group of Cadwalader, Wickersham & Taft. Tara is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

    Moderator: Martin Magida, CFA- Berkery Noyes

    • December 14, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    What could the business be worth…and why?


    Stay tuned!


    Click here for the Case Study.



    • January 04, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    Stat tuned!



    • January 11, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How can I maximize value in the short term?


    Stay tuned!


    Click here for the Case Study.



    • February 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    As told by Owner(s) with Experience


    Stay tuned!


    Click here for the Case Study.



    • March 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Hire Family Members or Professional Managers


    Stay tuned!


    Click here for the Case Study.



    • April 12, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How Can Owners Keep What They Have Earned


    Stay tuned!


    Click here for the Case Study.



    • May 10, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Tricks of the Trade from Investment Bankers


    Stay tuned!


    Click here for the Case Study.



    • June 14, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Perspectives from a Private Equity Investor


    Stay tuned!


    Click here for the Case Study.



    • July 12, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX


    Stay tuned!





Chapter Events

TRI-STATE SPONSORS

"At XPX, I find really great people network with, and I enjoy being able to prospect with a cadre of experienced and accomplished high level advisors, at one location, where you can learn about their expertise at a much deeper level People at XPX tend to be more worldly not only due to the nature of the M&A biz — but as they hail from multiple disciplines over their years of experience.

XPX differs from other networking learning orgs in that it maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting, with experienced professionals looking to gain an understanding of what you do and how you do it as opposed to just making a sale.

I have developed multiple tax clients and projects, but more importantly I value the fantastic relationships that I know over time will not only produce lots of new business but enable me to confidently refer to others e.g., attorneys in the group — and enable me to look good when I recommend. I love going to XPX for the social side, for the power networking groups –one of mine splintered off into an ongoing mastermind group sharing business ideas and mindfully addressing challenges — and, of course, the learning."

— BOB COHEN - CPA, Wealth Planner, Expert in Taxation and M&A, Corporate Division & Reorganization, Partnerships, Retirement Planning

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