The ESOP Association's Las Vegas Conference and Trade Show

Join Chartwell at The ESOP Association’s biggest event of the year, the Las Vegas ESOP Conference and Trade Show, November 12 and 13.  Listen to our experts speak on current ESOP issues and visit us at our new booth location this year, #308!

Click here for the full conference program.


 

Chartwell Speakers:

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Will Bloom, Managing Director

Current Financing Conditions
Thursday, November 12: 2:50 PM – 3:40 PM
This presentation will update you on the financing markets, current structures, pricing, trends, leveraged loan markets, and M&A activity.

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Matt Schubring, Managing Director

Valuation Issues for Mature ESOP Companies
Thursday, November 12: 4:00 PM – 4:50 PM
We are not so young anymore. As ESOP companies mature a host of new issues can affect the company and its valuation. ESOP policy decisions, repurchase obligation, management succession, reduced leverage, and share allocations all have an impact on business valuation. In this session, valuation professionals will review how the maturation of an ESOP owned company can affect business valuation.

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Kathryn Daly, Managing Director

Company Stock Valuation – Part 1: Fundamentals
Friday, November 13: 10:30 AM – 11:45 AM
A discussion of the role and responsibilities of Trustees in the valuation process, how to review and understand a valuation report, and when to consider a second opinion/peer review.

Company Stock Valuation – Part 2: The Trustee’s Meeting with the Valuation Advisor
Friday, November 13: 2:00 PM – 2:50 PM
This session presents a mock meeting of a trustee with a valuation advisor, reviewing an annual stock valuation report.

Chartwell Attendees:


Tim Cleary
Tim Cleary
Managing Director

Richard Joseph
Richard Joseph
Managing Director

Matt Keene
Matt Keene
Managing Director

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Ted Margarit
Vice President

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Steve Nelson
Managing Director

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Chris Staloch
Managing Director

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Greg Fresh
Managing Director

Tim Lang
Tim Lang
Senior Associate

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Ryan Graham
Senior Associate

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Nick Braun
Senior Associate

Olivia Pieschel
Olivia Pieschel
Senior Analyst

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Lindsey Gullickson
Client Service Associate