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• XPX New Member Orientation

  • When
    December 18, 2019
  •  
    11:00 AM - 11:30 AM
  • Location
    Virtual - you'll receive call-in instructions upon registering

  Register

  Welcome to XPX!

  Please join us at this quick web meeting to meet other new members from across the country and learn how to get the most out of your membership.

  You’ll learn:

  • Where to find the resources and information you need to be the best advisor
  • How to share resources (especially our private video library) with your clients
  • How to maximize the effectiveness and visibility of your profile on our site
  • How to manage your profile, registrations and payments through the website

  Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

  (We hold these meetings the second Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting)

  
  

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• XPX Philadelphia - How to Prepare Future Generations to Create a Familial Super Power

  • When
    December 18, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
  • Registered
    22 registrants

  Register

  PRESENTER: Marc Kramer

  Marc Kramer, president of Stress Free Family Business, author of five books and 13-year business editorial contributor to KYW, will provide a process for transitioning the family business to the next generation. This process includes the roles XPX members can and do play in the transition. Marc, who was born into and has worked with family businesses for 40 years, is a master’s in management from Penn State University and a BS in journalism from West Virginia University, is a former instructor at the University of Pennsylvania’s Wharton School of Business.

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• XPX Philadelphia: What are Independent Sponsors and why are they relevant?

  • When
    January 15, 2020
  •  
    7:30 AM - 9:15 AM
  • Location
    The Offices of The Offices of Eckert Seamans Cherin & Mellott, LLC - Two Liberty Place 50 South 16th Street • 22nd Floor • Philadelphia, PA 1910
  • Registered
    2 registrants

  Register

  Independent sponsors help to bridge the gap between institutional investors, motivated executives seeking their next professional challenge, and family and founder-owned businesses looking to transition.

  We will explore the unique benefits of an independent sponsor and the best practices that lead to success.

  Join us on January 15th when R. Kenneth Bryant, Managing Partner and Co-Founder of Sidereal Capital Group, provides an introduction to learn how Independent sponsors help prepare small business owners to navigate the private equity ecosystem.

  Our Speaker:

  Ken Bryant, Founder of Sidereal Capital

  Ken Bryant brings nearly 20 years of private equity experience investing in lower middle market companies. Prior to co-founding Sidereal in 2012, Ken was a Managing Director at RLJ Equity Partners, LLC, a middle-market private equity firm where he was a key member of the management team and investment committee. Ken joined RLJ from The Wicks Group of Companies, a middle market private equity firm with nearly $1 billion of assets under management where he spent nearly eight years as an investment professional and managed many of the firm's activities in the education and media sectors. He has also worked at Enron Corp. where he developed international infrastructure projects in emerging markets and began his career as a Project Manager at the New York City Economic Development Corporation.

  Ken earned an A.B. from Harvard College and is a graduate of the University of Pennsylvania, where he obtained an M.B.A. from the Wharton School of Business and an M.A. from the School of Arts and Sciences. He is a Fellow of the Lauder Institute International M.B.A. program.

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