- Atit AminParticipantThursday, April 12 at 11:17 AMPost count: 1
Your Contact Information Name Atit Amin email@example.com Event Details Event Title How to Build & Launch a New Business Event Start Date 05/16/2018 Start Time 06:30 pm Event Duration 2 Hours Event End Time 08:30 pm Interest Group / Series
- Young Leaders
Event Type Select Event Type Event Event Location Room Request 2 Rooms (fits up to 120) Expected Attendees 75-99 Livestream and/or Recorded Event? No Organizers Key Organizers Name Title/Firm OR Volunteer Title Phone Jeremy Pawlak, CFA Committee Member firstname.lastname@example.org Anna Toshach, CFA Vice Chair email@example.com Communications Secretary & Content Secretary Communications Secretary Name Jeremy Pawlak, CFA firstname.lastname@example.org Content Secretary Name Anna Toshach, CFA email@example.com Event Overview Keywords for Marketing Young Leaders, Entrepreneurship, Financial Services, FinTech, Asset Management Description of Program Join the Young Leaders Group on Wednesday, May 16th at 6:30pm for a series of fireside chats with four accomplished entrepreneurs who have leveraged their backgrounds as industry practitioners to launch successful businesses in financial services.
Hear firsthand why they decided to pursue their own venture, how each of them made the transition, and what lessons they have learned over the years. The format of the event is intended to encourage active dialogue between speakers and attendees so take advantage of the opportunity to learn about the entrepreneurial spirit. The program will conclude with a catered reception and an open networking session so reserve your spot now!
Learning Outcome Statements (LOS): 3-5 Bullet Points
- Learn about the skills and competencies that make for a successful company founder
- Hear how to leverage past career experience and apply it in an entrepreneurial spirit
- Identify commonly held misconceptions about starting a new business venture
- Discover effective executive-level decision-making strategies for raising capital, building culture, and scaling the business
Agenda (If Available)
- 6:00pm: Doors Open and Registration
- 6:30pm: Opening Remarks by Jeremy Pawlak, CFA
- 6:35pm – 6:55pm: Fireside Chat #1: Nick Leopard
- 6:55pm – 7:15pm: Fireside Chat #2: Natalia Oberti Noguera
- 7:15pm – 7:35pm: Fireside Chat #3: Simon Lack
- 7:35pm – 7:55pm: Fireside Chat #4: Aaron Schumm
- 7:55pm: Closing Remarks by Atit Amin, CFA
- 8:00pm – 8:30pm: Networking and Reception
Speaker Details Number of Speakers Expected 4-5 Potential Speakers Select Type from drop-down. Add as needed. PM Level Buy Side Manager Add Speakers POTENTIAL Speakers Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role Asset Owner Panelist CONFIRMED Speakers Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role Aaron Schumm Founder and CEO, Vestwell firstname.lastname@example.org https://www.linkedin.com/in/aaronschumm Vendor Panelist Josh Ingram Associate Joshua.Ingram@gs.com Sell-Side Research Analyst/Trader/Investment Banker/Salesperson Moderator Nick Leopard Founde and CEO, Accordion Partners email@example.com https://accordion.com/team_member/nick-leopard/ Sell-Side Research Analyst/Trader/Investment Banker/Salesperson Panelist Simon Lack, CFA Founder and Managing Partner, SL Advisors Founder and Managing Partner, SL Advisors http://sl-advisors.com/team-bios Institutional Investment Manager Panelist Natalia Oberti Noguera Founder and CEO, Pipeline Angels firstname.lastname@example.org http://pipelineangels.com/about-pipeline-angels/team/ Asset Owner Panelist Is the press permitted to register for this event? Yes Partners & Sponsors Potential Partners & Sponsors Partner/Sponsor Name Confirmed? Contact Person: Name/Title Who Has the Relationship? (May be N/A) Yes Terms & Conditions I have read the proposal Terms & Conditions and I understand the CFANY Code of Conduct. I agree to abide by the rules described above and understand that I may be removed as a volunteer, member or employee if I violate any of these rules.
- I understand and agree.
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