Beer, wine and hors d'oeuvres will be served.
We hope to see you on December 18 for the last private fund and investment management roundtable of 2018. Your host, Pepper partner Gregory J. Nowak, will be joined by Richard Juliano, chief operating officer at Emerald Asset Management, Inc., Frederic Way, director of asset management industry vertical of the financial institutions group of Barclays Capital, and Paul L. Porretta and Katelyn D. Winslow, attorneys in Pepper Hamilton’s Employee Benefits and Executive Compensation Group. The panelists will discuss exit strategies — understanding industry comparable and harvesting value from your asset management firm through sales, management buyouts, ESOP structures, profit-sharing plans, SARs, deferred compensation plans and other planning devices.
If you've attended previous Pepper events, make sure to spread the word to your colleagues. We encourage you to bring a friend from the industry!