Chicago | Psychology of a Private Company Board: Fund (and Fund-like) Owned Businesses

Please don't forget to ADD this event to your CALENDAR!
Tuesday, July 09, 2019
08:00 AM - 10:00 AM CST
Sugar Felsenthal Grais & Helsinger LLP
30 N. LaSalle Street
Chicago, IL 60602

Please note that the Suite information regarding the location will be given prior to each program. 


SERIES OVERVIEW | Psychology of a Private Company Board

Many, if not most, issues faced by one Board of Directors are encountered by every Board of Directors regardless of industry or ownership structure. For example, every Board of Directors must provide an appropriate level of instruction and supervision to management. Likewise, every Board of Directors must provide long-term guidance as to vision and direction. At the end of the day, however, a Board of Directors, under normal circumstances, owes its fiduciary duties to one constituency: the Company’s shareholders. Consequently, in real life- if not in theory- the question of “who” ownership is matters greatly. The educational series, “The Psychology of a Private Company Board”, explores the inherent influence that each of three common ownership structures have on the way the Board of Directors conducts itself.

Program 1 | Family Owned Businesses
June 11, 2019 at 8:00 am

Program 2 | Fund (and Fund like) Owned Businesses
July 9, 2019 at 8:00 am

Program 3 | ESOP and Other Employee Owned Business
August 13, 2019 at 8:00 am


SFGH Financial_Poise

PROGRAM 2 | Fund (and Fund-like) Owned Businesses



Ron Diamond
Founder and Chairman
Diamond Wealth

Longtime investor and entrepreneur, Ronald Diamond is the Founder and Chairman of Diamond Wealth. Ronald represents 100 Single Family Offices ranging in size from
$250 million to $30 billion. Diamond Wealth invests in the private markets (private equity, venture capital, and real estate).

In addition, Diamond has divisions in philanthropy, wealth transfer, investment banking, social impact, and governance. Ronald sits on the Board at Stanford University and guest lectures at Stanford’s Graduate Business School, Graduate Engineering School, and the Entrepreneur program. He is Chairman of the Advisory Boards for Vertical and ALTI, and also serves as a Board Member for One Point One, Life 365, Robotik, CityZenith, Real Connex, and Anthem Gold, and Unicorn. Ronald is the Chair of the Chicago chapter of Tiger 21. Ronald received his degree from Northwestern University graduating Magna Cum Laude with a degree in Economics.


Janelle Brittain
Founder and CEO
Dynamic Performance Institute, LLC

Janelle Britain, CSP, is founder and CEO of the Dynamic Performance Institute, LLC a 30-year-old firm that works with the leadership of companies and their boards. She has served for 40 years on a variety of types of boards from corporate hybrid, non-profit and corporate advisory boards. She consults with Boards to assess their governance effectiveness, helps with interventions, advises the CEO and Board Chair how to work together and other interesting Board issues. She has been a Managing Director of Mastermind Advisory Board and was the Director of the Boardology® Institute for Boardroom Bound® for 12 years.


Brian Boorstein
Co-Founder and Partner
Granite Creek Capital Partners

Brian B. Boorstein has spent his career in the private equity, investment banking and consulting fields. He has been a principal equity investor for more nearly 35 years, and has participated in leveraged buyouts, growth equity, venture capital and leveraged build-up transactions. Brian currently is a Co-Founder and Partner of Granite Creek Capital Partners, an investment fund that provides equity and debt capital to public and private companies and innovative specialty finance for underserved industries. Brian began his career in private equity with Golder, Thoma & Cressey, one of the largest and most successful investment firms in the country. In 1988, he was one of the three founding members of Heller Equity Capital Corporation, where he was responsible for executing a middle-market equity investment strategy and overseeing the entire portfolio. That business grew from the start-up stage to a portfolio of 22 companies. Brian has an M.B.A. from the University of Chicago and a B.S. from Stanford University.



Jeremy Waitzman
Sugar Felsenthal Grais & Helsinger LLP

Jeremy Waitzman advises clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses, and entrepreneurs. Jeremy counsels clients in the areas of corporate law, mergers & acquisitions, private placements, and general contract law. He represents individuals, closely held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.