Garvey Schubert Barer, Bader Martin PS, BMO Capital Markets, Pillar International Insurance Advisors and Key Private Bank are co-hosting the 3rd Annual Family and Closely Held Business Summit on Thursday, October 26, 2017 at the Bell Harbor International Conference Center in Seattle, WA. It will address the pressing issues that will impact family and closely held businesses now and in the future.
Register today on Eventbrite!
WHO SHOULD ATTEND
Executives, owners and managers of family and closely held businesses.
KEYNOTES AND PANELS
- Key Private Bank's Chief Investment Officer, George Mateyo, will share insights on current investment trends
- Jim Warjone, former CEO of fifth-generation, family-owned Port Blakely Companies, discussing succession planning challenges
- Two roundtable sessions: the first, featuring advisors from law, accounting, investment banking, insurance and wealth management showcasing a cohesive strategy to tackle typical family business issues; the second, featuring regional executives for a 360° view of business succession planning and exit strategy
ATTENDEES WILL BE ABLE TO
Leave the program equipped with practical, actionable strategies for addressing challenges facing family and closely held businesses.
11:30 a.m. - 12:00 p.m. - Registration
12:00 - 12:30 p.m. - Lunch
12:30 - 1:15 p.m. - Keynote – What to Expect When You’re Investing | George K. Mateyo | Key Private Bank
1:15 - 1:30 p.m. - Coffee Break
1:30 - 2:30 p.m. - Advisors Roundtable
- Harold E. Snow, Jr. | Garvey Schubert Barer
- David Stiefel | Bader Martin, PS
- Cameron M. Hewes | BMO Capital Markets
- Rodney A. Bench | Pillar International Insurance Advisors
- Francis Brown | Key Private Bank
2:30 - 2:45 p.m. - Coffee Break
2:45 - 3:15 p.m. - Keynote – Successful Successions | Jim Warjone | Engel & Völkers (former CEO of Port Blakely Companies)
3:15 - 3:30 p.m. - Break
3:30 - 4:30 p.m - Family Business Executive Panel
- 360° Hotel Group
- Alaskan Brewing Company
- Pacific Research Labs dba Sawbones
4:30 - 7:00 p.m. - Cocktail Reception