How to Build & Launch a New Business

How to Build & Launch a New Business 2018-04-12T13:51:02+00:00

Forums Event Proposals New Submissions How to Build & Launch a New Business

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  • Atit Amin
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    Post count: 1

    https://www.cfany.org/pdf/5a4c117e458ee/2703/

    Your Contact Information
    Name
      Atit Amin
    Email
      atit.amin@pivotinvestment.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 Email Phone
    Jeremy Pawlak, CFA Committee Member jpawlak1@alumni.nd.edu
    Anna Toshach, CFA Vice Chair anna.toshach@gmail.com

    Communications Secretary & Content Secretary
    Communications Secretary
     

    Name Email
    Jeremy Pawlak, CFA jpawlak1@alumni.nd.edu

    Content Secretary
     

    Name Email
    Anna Toshach, CFA anna.toshach@gmail.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 aaron@vestwell.com 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 nleopard@accordion.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 natalia@pipelineangels.com 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 Email 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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