The ESOP Association's 2018 Midwest Conference

Chartwell is a proud sponsor of The ESOP Association's annual Midwest Conference

Join us in Illinois where our professionals will speak on current ESOP issues and hot topics within the industry.  Stop by the Chartwell booth to say hi and to connect with any of our team members!  Click here for the full 2018 conference program.

Chartwell Speakers:  

Rich Chapman - Rx for your RO: A Prescription for Healthy, Sustainable Growth

Thursday, September 6, 9:30-10:30am

The number one threat to long-term sustainability (as identified by management, boards, trustees, and appraisers) is the ever-present repurchase obligation.  Establishing an approach to pre-fund the RO takes a commitment to understanding various pre-funding strategies and the financial discipline to invest today to ensure future success. This session will explore smart ways to manage and mitigate this risk, including pre-funding with newly developed private placement insurance vehicles.

Ted Margarit - Morton Buildings Lessons Learned from their ESOP Transaction

Thursday, September 6, 10:45-11:45am

Morton Buildings’ CFO will provide insight on what he learned throughout the ESOP transaction process including structuring the transaction and managing the lender diligence process. The audience will also hear the perspective of the company’s financial advisor and senior lender on the transaction process.

Greg Fresh - ESOPs and Private Equity, Future Strategies

Thursday, September 6, 10:45-11:45am

This session will discuss various ways private equity firms can partner with ESOP-owned companies to increase shareholder value, mitigate repurchase obligation risk, and provide growth capital for future strategic initiatives.

Ryan Graham - Repurchase Obligation and Mature ESOP CFO Panel Discussion

Friday, September 7, 8:00-9:00am

This session is designed for a C-Suite audience looking to learn from other ESOP owned companies.  The panel of ESOP CFO’s will answer questions relating to Repurchase obligation and other Mature ESOP issues.

Dan KaczmarekIdeal ESOP Structures for Making Acquisitions and Raising Capital

Friday, September 7, 8:00-9:00am

This presentation will discuss the unique reasons for ESOP companies to make acquisitions, give an overview of various ESOP alternative structures, and talk about how these alternatives may be applied.