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Charlotte Chapter In-Person Event | The Board Journey
Bank of America Corporate Center Corporate Dining
100 N. Tryon Street 59th Floor
Charlotte, NC 28255
Tuesday, August 30, 2022, 5:00 PM - 7:30 PM EDT
Category: Charlotte


02:00 PM - 04:30 PM (Pacific)
03:00 PM - 05:30 PM (Mountain)
04:00 PM - 06:30 PM (Central)
05:00 PM - 07:30 PM (Eastern)

Registration
Registration for this event will close on Tuesday, August 23rd!

Please note that this is an in-person-only event. Registration is required.  

$30  Member Registration Fee
$40  Non-Member Registration Fee

PDA Members, please use promo code MemberGuest when registering guests.

Venue

Directions.  If you use the Bank of America parking lot, please bring your parking ticket to the event for validation.

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Overview

Please join us on Tuesday, August 30 for a conversation with private company founders, leaders, and Board members who have formed or joined a Board of Directors. As part of our commitment to education about board governance, they will share their "in the trenches" stories about their journeys from Board formation to onboarding to pivoting the business model as markets and economies change priorities. Enjoy the hospitality of our sponsor Bank of America in their exquisite dining room on top of their Corporate Center at Trade and Tryon Streets in Uptown Charlotte. You'll have networking opportunities before and after the program.

We encourage all members to bring, as their complimentary guest, another professional who would like to learn from experienced private company founders and Board members on how to remain flexible, nimble and relevant in an ever-changing operating environment accelerated by supply chain disruptions, advancements in technology, the digitization of commercial platforms, global crises, the political/regulatory landscape and more. Our Moderator will be Scott McGeein, Senior Vice President, Bank of America and panelists include Joe Jackson, Lihong Yu and Jordan Schindler whose bios are included below. 

Thank you to our National Sponsors!

Panelists

      

Joe Jackson 
Founder and Managing Partner
Metrolina Capital

Joe Jackson, MAI, CCIM, MRICS, has over 30+ years of experience in finance and valuations including commercial real estate investing, private lending, structured equity, analytics, development and consulting.

Joe is the Founder and Managing Partner of Metrolina Capital which today is the evolution of various Metrolina entities that started in 1996. The company offers both private lending and structured equity opportunities, helping to empower businesses ready to take the next step toward growth. The Company also manages a commercial real estate portfolio and its’ founder has over 30+ years of experience in structuring multi-faceted real estate opportunities.

He is Board Chairman of Carolina Business Capital (since August 2002) which provides capital resources, professional knowledge, and innovative ideas to assist small and mid-size businesses through financing the business’ facilities, equipment, and machinery. The Company specializes in making the complex commercial real estate purchasing process very simple for our clients and their advisors.

Joe is a Board Member (since Feb. 2018) of Community First Bank who maintains eight full-service financial centers in South Carolina, three in Tennessee, two in North Carolina, and one Loan Production Office in Waynesville, North Carolina. He was also Board Chairman of Seatrust Mortgage Company, a subsidiary of Community First Bank (from July 2019 to June 2022). Seatrust was sold to Primis Bank in June 2022.

In Dec. 2021, Joe joined the Board of BK Technologies, Inc., a publicly-traded (NYSE American: BKTI) radio communications equipment manufacturer with over 70 years of manufacturing experience.  BKTI is deeply rooted in the critical communications industry for all military, first responders, and public safety heroes.

He holds a B.A. in Economics and MBA from UNC Charlotte.

Joe is a member of the Charlotte Chapter of the PDA. 


       

Lihong Yu
Chairwoman, PHT International, Inc
PHT International, Inc.

PHT International was established in 1993, but its story, its inception goes back further. Founder and President, Lihong Yu was born in Ningbo, China and raised through the Chinese Cultural Revolution in the late 1960s. Lihong’s parents were exiled to the countryside during the decade-long revolution when she was six years old. She remained in the care of her grandparents. It was during this time period that the most defining moments of her life came to be.

During the time with her grandparents, Lihong took on the responsibility of managing a house budget in order to keep a family of four fed. She sought, she purchased and she negotiated. Her drive was, indeed, a key factor to her family’s survival and success. Eventually, she was reunited with her parents and went on to Beijing Foreign Studies University.

It was in the early 1990’s that Lihong felt the east coast of the US was missing the economic benefits of working with the far east. With intention, drive and $5,000, she set out to establish PHT International, Inc., in Charlotte, North Carolina. PHT was one of the original pioneers to bridge the east/west gap by delivering cost effective, high quality chemical products directly to western companies. PHT focused on identifying high quality producers, inspecting cargo to ensure product and package integrity and delivering the products to the companies’ doors. A reputation for quality and reliability was built and continues to this day in its manufacturing endeavors.

In every aspect of the PHT organization, the legacy and drive of Lihong’s upbringing resonates. She built the company as she did with her experience during her childhood, layer by layer, experience on experience, and success upon success. Every challenge is met with the willingness to challenge it back to deliver solutions based on… People. Honesty. Trust. 

       

Jordan Schindler
CEO and Founder
Nufabrx 

As a Global Thought Leader in HealthWear™, Jordan Schindler is on a mission to simplify health and wellness.

Schindler, the Founder and CEO of NUFABRX, an innovative technology company focused on the controlled delivery of active ingredients (vitamins, supplements and medication) infused in clothing, has developed and launched a new category of health and wellness products.

Founded in 2011 after Schindler discovered that his acne was caused from not washing his pillowcases often enough, and determined to find a better solution, the idea for NUFABRX® was born. After years of research and development in partnership with a PhD formulation scientist, he developed the revolutionary patented platform technology.

NUFABRX® is an innovative technology company focused on the controlled delivery of active ingredients (vitamin, supplement, medication) through clothing. Providing all day relief (the compression wear can be worn up to 150 hours) and lasting through 15+ wash cycles, the patented technology is activated by body temperature and moisture so you can feel it working.

Today, NUFABRX® is one of the fastest-growing companies as named by Deloitte, Inc 5000 (Top 50) and Schindler has been recognized as a Top 40 Under 40 winner, Ernst and Young Entrepreneur of the Year Finalist, and holds patents and trademarks in the category. The company has grown to national retail distribution within 18 months, including the world’s largest retailer; Walmart as well as Target, CVS and Walgreens. The full line of NUFABRX® HealthWear™ has something for everyone with two collections: Pain Relief and Maternity which is infused with hydrating shea butter and designed to grow with moms-to-be. The brand is headquartered in Charlotte, North Carolina.

It's no wonder that Jordan Schindler believes in learning through testing and innovation led by science. 

Moderator

      

Scott McGeein 
Senior Vice President
Bank of America

Scott R. McGeein is a Senior Vice President at Bank of America.  Scott is responsible for developing and managing private and public corporate relationships in the middle market, Charlotte NC geographic area.  Scott joined Bank of America in 1985.  Scott’s career spanned several geographic regions as well as a number of diverse groups within Bank of America.  

Scott provides his portfolio of corporate clients with advice and guidance on corporate finance, capital raising, balance sheet and treasury management optimization, M&A, as well as board level advice for larger more complex companies.    

Scott earned an MBA from Hood College in Maryland and a B.S. from Bowling Green State University in Ohio. 

Scott and his wife Laurel, and their daughter Adelaide live in Charlotte, NC.  He is a founding board member of the Private Directors Association – Charlotte Chapter.  He is also on the board of directors of Childcare Resources, Inc. Scott has also served on the board of directors of BrickMill Studios, Inc., a private company in New Hampshire.

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