Strategic Financing/Funding and Capital Structure Strategies in a Shifting Economic Terrain

Overview

Why Attend?

Many experts believe that America’s 15+ year run of easy money is over, and we are about to return to historical norms.  If that happens, business leaders and boards are going to need to be much more savvy about raising and structuring their capital.  In this new world, every leader and executive needs to be more knowledgeable because there’s so much more at stake.

• Discover the Importance of Capital Management: Learn why effective capital and liquidity oversight is the cornerstone of strategic leadership, ensuring organizational sustainability and growth.
• Strategize Capital Allocation: Explore effective frameworks for the strategic allocation of capital resources, balancing reinvestment in the business with shareholder value maximization.
• Explore Diverse Capital Sources: Understand the landscape of capital providers beyond traditional operations, including equity financing, debt instruments, and innovative financing solutions, to best support your strategic objectives.
• Understand and prepare: Most recently, the connection between Commercial Real Estate and the banking community has created a significant amount of stress for borrowers and lenders, what might the future look like and strategies to help you navigate this environment moving forward as you evaluate future capital needs.
• Strengthen Board and Executive Partnership: Emphasize the critical collaboration between the Board and executive management in financial strategy and capital management to drive long-term organizational success.

This event is a must-attend for Board members, CEOs, and Executives committed to leading their organizations with foresight, resilience, and strategic acumen. Join us for an enriching session that promises to transform your approach to financing strategies and capital and liquidity management in the face of today's economic challenges.

Registration

$25 Member Registration Fee
$35 Non-Member Registration Fee

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Thank you to our National Sponsors!

 

Thank you to our Event Sponsors!

Speakers

Garett Poston Managing Director,  BMO Capital Markets- Leads Regional Investment Banking Coverage in the Western US

Garett Poston is a Managing Director at BMO Capital Markets, and leads Regional Investment Banking Coverage in the Western US. In this role, he partners with colleagues across the firm to deliver a wide range of investment banking products and solutions to Commercial banking clients and prospects across the Western US. He is based in Los Angeles, and covers the California, Pacific Northwest, and Inter-Mountain regions. 

Prior to joining BMO in 2023, Garett spent 4 years as a Managing Director and Western Region Lead at Deloitte Corporate Finance, LLC, where he advised privately-held middle market companies on capital and liquidity transactions.  Before that, he spent 14 years at J.P. Morgan.in the M&A Group, the first 10 in New York focused mainly on large cap public company transactions, and the last 4 in San Francisco acting as Western Region M&A Lead for J.P. Morgan’s Regional Investment Bank (focused on both private companies and middle market public companies).  Throughout his career, he has advised on 60 completed transactions valued at over $65bn. 

Garett completed a Bachelor of Arts in Economics at the University of Alberta and an MBA at Harvard Business School.

Abran Villegas Managing Director Lazear Capital Partners

Abran Villegas is a native of Albuquerque and has spent the last 25 years in banking.  Abran helps Owners monetize their life-long work though Employee Stock Ownership Plans.  He is based in Phoenix but covers the SW, including Arizona, New Mexico, Nevada, and Utah.  Areas of expertise include M&A, ESOPs, Solar, Tax Credits, Owner Occupied Real Estate, Contractors, and Middle Market Businesses. 

He holds a bachelor’s from Georgetown and an MBA from Thunderbird School of Global Management.  He plays in a mariachi band and serves on various nonprofit boards. Charitable work includes the Maricopa Community College Foundation, Ronald McDonald House, and SW Center for HIV and Aids. 

Brian Uretzky Partner- Head of Capital Markets Keyser

Brian has 20 years of experience in finance and commercial real estate.  Prior to joining Keyser as the new head of Keyser’s Capital Markets Practice, Brian worked at a 250 billion dollar investment manager in Boston.  He was the senior trader for Commercial Mortgaged Backed Securities (CMBS), helping to manage a five billion dollar portfolio of CMBS across hundreds of client accounts. 

Notably, Brian was an active trader during the Global Financial Crisis, gaining valuable experience in both financial and commercial real estate markets.  With Brian on board, we feel we can provide Keyser clients with a unique perspective that can help them make sound financial decisions as they pursue their commercial real estate needs.

Elyse Gonzales Vice President- Small Business Lending Live Oak Bank

Elyse Gonzales joined Live Oak Bank in 2021 with over a decade of SBA lending experience. She specializes in financing for acquisitions, expansions, and partner-buyouts. She’s passionate about working with every customer to gain a deeper understanding of the company’s history, their current position and opportunities and areas for growth. Elyse currently lives in Phoenix, Arizona with her family.

Moderator

Simit D. Shah

Simit Shah has 20 years of experience as a Senior Finance, Capital Markets and Business Transformation Executive, who leverages finance to drive business strategy and growth.  Throughout his career, Simit has held financial leadership roles for companies in financial services, education management and manufacturing, including a renewable energy start-up. In every role, he generates innovative solutions via new creative financing strategies, strategic partnership agreements and opportunistic divestitures. 

Simit started his career in financial services, originating, marketing, and managing securitization products for a credit focused investment bank and asset manager, a key member of the team that grew the European Structured Products division. Since the Great Recession Simit has been an Operator working for publicly traded, private equity sponsored and closely held companies, including advising distressed closely held companies and an early-stage renewable energy company.  Simit holds a BS from Villanova University and an MBA from the University of Michigan Ross School of Business.  Simit lives in Phoenix with his family, while he continues to be a passionate sports fanatic of his hometown teams.

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