Epic Financial Funding, LLC helps finance large scale projects with their main focus and expertise in viable renewable energy projects. The company is able to offset the higher initial capital costs associated with renewable generation by strategically aligning itself with key financial partners and by utilizing sophisticated financing structures to raise capital required to develop a project. We know that purchasing, installing and maintaining green energy systems such as wind and solar can require a significant outlay of both capital and resources. Epic’s founders have combined decades of corporate experience with innovative and entrepreneurial problem solving to truly understand today’s developers.
Epic Financial Funding, LLC helps finance large scale projects with their main focus and expertise in viable renewable energy projects. The company is able to offset the higher initial capital costs associated with renewable generation by strategically aligning itself with key financial partners and by utilizing sophisticated financing structures to raise capital required to develop a project. We know that purchasing, installing and maintaining green energy systems such as wind and solar can require a significant outlay of both capital and resources. Epic’s founders have combined decades of corporate experience with innovative and entrepreneurial problem solving to truly understand today’s developers.
The document provides profiles of various CEOs from different companies in the area. It includes brief summaries of each CEO's role, background, and contact information for their respective companies. Some of the CEOs profiled include Leigh Ann Hughes of Comcast, Steve Riehs of DeVry University, Ed Carne of DuPage Medical Group, and Pam Davis of Edward Hospital & Health Services.
This document provides brief profiles of various CEOs and business leaders. It includes their name, title, company and a 1-2 sentence description of their role and responsibilities. Some profiles include additional details about the individual's background, education or community involvement. The profiles cover leaders from various industries including telecommunications, higher education, energy, healthcare, insurance, and more.
This document provides a table of contents listing CEO profiles for various companies. It includes a brief introduction from John Schmitt, President and CEO of the Naperville Area Chamber of Commerce, thanking the member CEOs highlighted and their commitment to the Chamber. The profiles provide names, titles, contact information and brief summaries of experience for each CEO.
Lee Enterprises Consulting is the world's largest biodiesel consulting group with 16 independent consultants from various backgrounds including attorneys, accountants, and those with engineering and business experience. They have 7 strategic alliances with top alternative fuels firms providing legal, accounting, insurance, grant writing, employee recruiting, and engineering services.
The document discusses a proposal from Friends of the African Union (FAU) and allies to President Obama. The proposal involves using green housing as a platform to improve quality of life for African diaspora in the US. Key elements of the proposal include:
- Rebuilding over 1 million homes damaged by disasters using green building materials.
- Creating jobs and improving communities through a Treasury program to repair and build LEED-certified homes.
- Establishing a public-private partnership with a $300 billion budget to invest in infrastructure like sewers, water, and power lines in several states.
- Basing the headquarters in Cincinnati and outlining various projects there totaling over $2 billion,
The document provides biographical information on Bob Bonifas, the founder and CEO of Alarm Detection Systems, Inc. It details how he started the company in the basement of his father's grocery store over 40 years ago. The company has since grown to employ nearly 250 people and rank as one of the top 20 largest alarm companies in the US, serving customers in northern Illinois, northeast Indiana and southern Wisconsin. It also mentions that four of Bob Bonifas' second generation family members now help manage the growing company.
Epic Financial Funding, LLC helps finance large scale projects with their main focus and expertise in viable renewable energy projects. The company is able to offset the higher initial capital costs associated with renewable generation by strategically aligning itself with key financial partners and by utilizing sophisticated financing structures to raise capital required to develop a project. We know that purchasing, installing and maintaining green energy systems such as wind and solar can require a significant outlay of both capital and resources. Epic’s founders have combined decades of corporate experience with innovative and entrepreneurial problem solving to truly understand today’s developers.
The document provides profiles of various CEOs from different companies in the area. It includes brief summaries of each CEO's role, background, and contact information for their respective companies. Some of the CEOs profiled include Leigh Ann Hughes of Comcast, Steve Riehs of DeVry University, Ed Carne of DuPage Medical Group, and Pam Davis of Edward Hospital & Health Services.
This document provides brief profiles of various CEOs and business leaders. It includes their name, title, company and a 1-2 sentence description of their role and responsibilities. Some profiles include additional details about the individual's background, education or community involvement. The profiles cover leaders from various industries including telecommunications, higher education, energy, healthcare, insurance, and more.
This document provides a table of contents listing CEO profiles for various companies. It includes a brief introduction from John Schmitt, President and CEO of the Naperville Area Chamber of Commerce, thanking the member CEOs highlighted and their commitment to the Chamber. The profiles provide names, titles, contact information and brief summaries of experience for each CEO.
Lee Enterprises Consulting is the world's largest biodiesel consulting group with 16 independent consultants from various backgrounds including attorneys, accountants, and those with engineering and business experience. They have 7 strategic alliances with top alternative fuels firms providing legal, accounting, insurance, grant writing, employee recruiting, and engineering services.
The document discusses a proposal from Friends of the African Union (FAU) and allies to President Obama. The proposal involves using green housing as a platform to improve quality of life for African diaspora in the US. Key elements of the proposal include:
- Rebuilding over 1 million homes damaged by disasters using green building materials.
- Creating jobs and improving communities through a Treasury program to repair and build LEED-certified homes.
- Establishing a public-private partnership with a $300 billion budget to invest in infrastructure like sewers, water, and power lines in several states.
- Basing the headquarters in Cincinnati and outlining various projects there totaling over $2 billion,
The document provides biographical information on Bob Bonifas, the founder and CEO of Alarm Detection Systems, Inc. It details how he started the company in the basement of his father's grocery store over 40 years ago. The company has since grown to employ nearly 250 people and rank as one of the top 20 largest alarm companies in the US, serving customers in northern Illinois, northeast Indiana and southern Wisconsin. It also mentions that four of Bob Bonifas' second generation family members now help manage the growing company.
At Hofstra’s Frank G. Zarb School of Business, educating
students both inside and outside the classroom is our
top priority, and the Executives in Residence program is
one of the many ways we offer students a comprehensive
educational experience.
Our executives in residence, who maintain offices at the
Frank G. Zarb School of Business, enable students to
benefit from their knowledge, experiences, and resources.
Their areas of expertise include finance, management,
marketing, technology, and education, among other
industries.
In addition, our faculty have the opportunity to work
in partnership with these experts to organize events,
collaborate on research projects, and provide special
classroom presentations for students.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia InformationVogelDenise
Baker, Donelson, Bearman, Caldwell & Berkowitz is a large US law firm and lobbying group founded in 1888 with over 550 attorneys and 17 offices across the Southeastern US, Washington DC, and London. The firm handles general legal practices like corporate law and litigation, and was named one of the 100 Best Companies to Work For by Fortune magazine twice. Notable past and present lawyers at the firm include former US Senator and Ambassador Howard Baker Jr. and former Secretary of State Lawrence Eagleburger.
Here are the key points regarding the sale of a spouse's separate property business during a dissolution proceeding:
- Automatic temporary restraining orders (ATROS) significantly restrict a spouse's ability to sell or reorganize their separate property business without the other spouse's consent or a court order, even if the business is entirely separate property.
- Under Family Code §2040(a)(2), both parties are restrained from transferring, encumbering, hypothecating, concealing, or disposing of any property, whether community, quasi-community or separate, without written consent or a court order.
- The restraining orders allow for dispositions made "in the usual course of business" or for "necess
Bracewell & Giuliani LLP is refreshing its branding and collateral. The current collateral focuses on the firm's energy law expertise with 485 lawyers worldwide. The future collateral will have a simpler, smarter, and more stylish look to set the firm apart. It will emphasize that the website is the central online location for full content, allowing printed materials to be more concise.
The Founders called the states “laboratories of democracy,” and today’s state legislatures are taking on that role with their own aggressive moves against climate change. In our next webinar, ASBC explores current legislative actions in MA, CT, RI, WA and NY. We’ll hear from state legislators, an economist and a business leader; all working to pass carbon taxes in their states.
Jeff Mauk
Executive Director, National Caucus of Environmental Legislators
Robert Mohr
Associate Professor, Department of Economics, Paul College, University of New Hampshire
Aaron Regunberg
State Representative, RI
Kevin Ranker
State Senator, WA
Michael Green
Executive Director, Climate Action Business Association
05.09.2018 Cannabis Caluation, M&A and Tax IssuesExpert Webcast
MAJOR TOPICS:
•Industry overview
•Regulatory landscape
•Valuation methodologies and metrics
•Tax issues in the Cannabis industry
•Transactional trends in the industry – M&A and financings
The document provides information about an upcoming meeting of the Portland Post of SAME (Society of American Military Engineers). It summarizes the previous meeting which had a presentation on fish passage projects. It announces the next meeting on March 2nd which will feature a presentation by Tim Belden of Energy GPS on changes to the western US wholesale electricity market. It also provides background on Tim Belden and the topic. Finally, it highlights an engineering firm member of SAME, AECOM, and one of the long-standing board members, Bud Ossey, who has been involved with SAME for over 70 years.
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...LexisNexis
This document provides an overview and summary of a webinar on opportunities and risks in state legislatures in 2017. It discusses several key policy areas that may see legislative action next year, including technology issues like autonomous vehicles and the sharing economy, employee benefits like healthcare and pension reforms, employment laws around minimum wage and sick leave, and drug laws around marijuana legalization and the opioid epidemic. It profiles the speakers on the webinar, who represent organizations like the National Governors Association and Crowell & Moring law firm.
Baker donelson wikipedia information (withraymondmabusinfo)VogelDenise
Baker, Donelson, Bearman, Caldwell & Berkowitz is a large U.S. law firm and lobbying group founded in 1888 with headquarters in Memphis, Tennessee. It has 17 offices across the Southeastern U.S., Washington D.C., and London. The firm has over 550 attorneys and practices general corporate law, litigation, lobbying, and other areas. Notable past and present lawyers include former U.S. Senator Howard Baker Jr. and former Secretary of State Lawrence Eagleburger.
September CLE webinar: "Thorny Ethics Issues You Can't Ignore" LexisNexis
This document provides information about a webinar titled "Thorny Ethics Issues You Can’t Ignore" presented on September 27, 2016. The webinar featured four speakers: Abraham C. Reich, Lucian T. Pera, Michael J. Silverman, and Amar D. Sarwal. The webinar covered topics including subject matter/information conflicts, advance conflict waivers, alternative litigation funding, in-firm privilege issues, and unusual law firm structures called "Vereins" and their relation to conflicts of interest. The webinar concluded with a question and answer session.
This document provides information on several topics:
- Mil-tek USA, an international recycling company, has chosen Loudoun County as the location for its US headquarters, citing the business-friendly environment and workforce. They expect to employ 200 people by 2014.
- The town of Lovettsville will soon get a new Inova primary care medical facility, fulfilling Inova's promise to bring healthcare services to the town.
- Dulles Airport is well-prepared to accommodate the massive Airbus A380, as its designers planned for even larger future aircraft when it was built in the 1960s. Air France will begin A380 flights to Paris from Dulles.
- The document also profiles several young professionals
The Tabor 100 annual gala is coming up in six months and preparations are underway. Pearl Leung is the gala committee chair. The objective of the gala is to raise money for college scholarships and connect members to opportunities by networking with community and business leaders. The president wants to make the gala more beneficial for members by incorporating their feedback and having more members in attendance connecting with sponsors and decision-makers. Members are encouraged to volunteer for the gala committee and complete a survey to help improve the event.
Bill Richards has had an impressive legal career that has included serving as a U.S. Attorney, deputy attorney general for Michigan, and now as a 46th District Court judge. However, his early passion was for music, playing trumpet for four years in the prestigious University of Michigan Marching Band led by William D. Revelli. Revelli's strict attention to detail and pursuit of perfection in every note left a lasting impression on Richards and influenced his approach to law. Richards credits his time in the U-M band with teaching him that every step matters in achieving success.
The document provides information about the leadership and governance of the C.D. Howe Institute. It lists the Chairman, Vice Chairman, President and CEO, honorary members, and board of directors. It also provides a brief description of the Institute's mission to improve Canadians' standard of living through independent economic and social policy research and analysis.
The document discusses a leadership forum held by the National Association of Development Organizations (NADO) that addresses regional economic development strategies and partnerships. It provides an overview of NADO's policy agenda, including reauthorization of programs like the Economic Development Administration (EDA). The document also discusses the challenging political landscape in 2012, with low Congressional approval ratings and a tight presidential race, noting this will be a turbulent election year. It provides context on federal budget and debt issues, including details on sequestration triggers under the Budget Control Act.
Through interviews with his father Dan Hess and professor Robert Detwiler, the student gained insight into careers in business. His father is an experienced mortgage broker and owner of his own brokerage company, while the professor advises students and helps recruit for the College of Business. Both interviewed individuals studied business and have careers related to management, lending, and higher education. The interviews helped the student understand the paths taken by professionals in the field and what skills are needed to succeed in various business careers.
Jane Corwin is currently a Director at Gibraltar Industries, Inc. and serves as a member of the New York State Assembly representing the 144th district. She has over 30 years of professional experience including roles as Secretary/Treasurer and Director of White Directory Publishers, Inc. and Research Director at Henry Ansbacher, Inc. Corwin holds an MBA from Pace University and a BA from SUNY Albany. She is also involved with charitable organizations through her foundation.
Epic Financial Funding is expanding its operations to India by opening a new location focused on clean water and alternative power projects. Epic understands India's growing needs for energy and clean water due to its fast economic growth. The United States also recognizes India's needs and President Obama pledged financial support for India's large solar energy program. Epic is led by Managing Partner Phillip Carson, with a board that includes experienced individuals from various backgrounds such as technology, healthcare, banking, and energy. The company also works with consultants like Joseph Langston, an oil and gas industry veteran.
The document outlines an expert panel discussion on exit strategies for closely held companies, including forming an advisory team, assessing company characteristics, financial considerations, owner personal goals, and potential problems to address such as management roles, employment agreements, and outstanding legal issues. The panelists include investment bankers, attorneys, and wealth advisors who will discuss planning for a successful exit.
The document provides details about the inaugural EY Veteran Entrepreneur Academy (VEA) held on May 29-30, 2015. It thanks attendees for their participation and hopes they benefited from the knowledge and networking. The agenda outlines presentations and speakers on topics like communications, culture in veteran-owned companies, negotiations, access to capital, intellectual property, and preparing for strategic growth. Brief biographies are provided for several class of 2015 participants and their veteran-owned businesses.
Growthink is an integrated management consulting, investment banking, and venture investing firm founded in 1999 with over 1,600 client engagements. It has a team of 40 advisory professionals across offices in Los Angeles, New York, and San Francisco. The founding partners and senior team have decades of experience in areas such as business planning, capital raising, corporate finance, venture capital, and entrepreneurship across multiple industries.
This document introduces 7 individuals who were part of a Georgetown University Executive MBA research project. It provides brief biographies for each individual, describing their professional roles and accomplishments. The individuals are Alison Elk, Robert Goodman, Dan Meyers, Nathan Ruiz, Damola St.Daniels, Deanna Siller, and Oneza Sohel. Each biography is 1-2 paragraphs highlighting the individual's professional experience, roles, responsibilities, and achievements.
At Hofstra’s Frank G. Zarb School of Business, educating
students both inside and outside the classroom is our
top priority, and the Executives in Residence program is
one of the many ways we offer students a comprehensive
educational experience.
Our executives in residence, who maintain offices at the
Frank G. Zarb School of Business, enable students to
benefit from their knowledge, experiences, and resources.
Their areas of expertise include finance, management,
marketing, technology, and education, among other
industries.
In addition, our faculty have the opportunity to work
in partnership with these experts to organize events,
collaborate on research projects, and provide special
classroom presentations for students.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia InformationVogelDenise
Baker, Donelson, Bearman, Caldwell & Berkowitz is a large US law firm and lobbying group founded in 1888 with over 550 attorneys and 17 offices across the Southeastern US, Washington DC, and London. The firm handles general legal practices like corporate law and litigation, and was named one of the 100 Best Companies to Work For by Fortune magazine twice. Notable past and present lawyers at the firm include former US Senator and Ambassador Howard Baker Jr. and former Secretary of State Lawrence Eagleburger.
Here are the key points regarding the sale of a spouse's separate property business during a dissolution proceeding:
- Automatic temporary restraining orders (ATROS) significantly restrict a spouse's ability to sell or reorganize their separate property business without the other spouse's consent or a court order, even if the business is entirely separate property.
- Under Family Code §2040(a)(2), both parties are restrained from transferring, encumbering, hypothecating, concealing, or disposing of any property, whether community, quasi-community or separate, without written consent or a court order.
- The restraining orders allow for dispositions made "in the usual course of business" or for "necess
Bracewell & Giuliani LLP is refreshing its branding and collateral. The current collateral focuses on the firm's energy law expertise with 485 lawyers worldwide. The future collateral will have a simpler, smarter, and more stylish look to set the firm apart. It will emphasize that the website is the central online location for full content, allowing printed materials to be more concise.
The Founders called the states “laboratories of democracy,” and today’s state legislatures are taking on that role with their own aggressive moves against climate change. In our next webinar, ASBC explores current legislative actions in MA, CT, RI, WA and NY. We’ll hear from state legislators, an economist and a business leader; all working to pass carbon taxes in their states.
Jeff Mauk
Executive Director, National Caucus of Environmental Legislators
Robert Mohr
Associate Professor, Department of Economics, Paul College, University of New Hampshire
Aaron Regunberg
State Representative, RI
Kevin Ranker
State Senator, WA
Michael Green
Executive Director, Climate Action Business Association
05.09.2018 Cannabis Caluation, M&A and Tax IssuesExpert Webcast
MAJOR TOPICS:
•Industry overview
•Regulatory landscape
•Valuation methodologies and metrics
•Tax issues in the Cannabis industry
•Transactional trends in the industry – M&A and financings
The document provides information about an upcoming meeting of the Portland Post of SAME (Society of American Military Engineers). It summarizes the previous meeting which had a presentation on fish passage projects. It announces the next meeting on March 2nd which will feature a presentation by Tim Belden of Energy GPS on changes to the western US wholesale electricity market. It also provides background on Tim Belden and the topic. Finally, it highlights an engineering firm member of SAME, AECOM, and one of the long-standing board members, Bud Ossey, who has been involved with SAME for over 70 years.
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...LexisNexis
This document provides an overview and summary of a webinar on opportunities and risks in state legislatures in 2017. It discusses several key policy areas that may see legislative action next year, including technology issues like autonomous vehicles and the sharing economy, employee benefits like healthcare and pension reforms, employment laws around minimum wage and sick leave, and drug laws around marijuana legalization and the opioid epidemic. It profiles the speakers on the webinar, who represent organizations like the National Governors Association and Crowell & Moring law firm.
Baker donelson wikipedia information (withraymondmabusinfo)VogelDenise
Baker, Donelson, Bearman, Caldwell & Berkowitz is a large U.S. law firm and lobbying group founded in 1888 with headquarters in Memphis, Tennessee. It has 17 offices across the Southeastern U.S., Washington D.C., and London. The firm has over 550 attorneys and practices general corporate law, litigation, lobbying, and other areas. Notable past and present lawyers include former U.S. Senator Howard Baker Jr. and former Secretary of State Lawrence Eagleburger.
September CLE webinar: "Thorny Ethics Issues You Can't Ignore" LexisNexis
This document provides information about a webinar titled "Thorny Ethics Issues You Can’t Ignore" presented on September 27, 2016. The webinar featured four speakers: Abraham C. Reich, Lucian T. Pera, Michael J. Silverman, and Amar D. Sarwal. The webinar covered topics including subject matter/information conflicts, advance conflict waivers, alternative litigation funding, in-firm privilege issues, and unusual law firm structures called "Vereins" and their relation to conflicts of interest. The webinar concluded with a question and answer session.
This document provides information on several topics:
- Mil-tek USA, an international recycling company, has chosen Loudoun County as the location for its US headquarters, citing the business-friendly environment and workforce. They expect to employ 200 people by 2014.
- The town of Lovettsville will soon get a new Inova primary care medical facility, fulfilling Inova's promise to bring healthcare services to the town.
- Dulles Airport is well-prepared to accommodate the massive Airbus A380, as its designers planned for even larger future aircraft when it was built in the 1960s. Air France will begin A380 flights to Paris from Dulles.
- The document also profiles several young professionals
The Tabor 100 annual gala is coming up in six months and preparations are underway. Pearl Leung is the gala committee chair. The objective of the gala is to raise money for college scholarships and connect members to opportunities by networking with community and business leaders. The president wants to make the gala more beneficial for members by incorporating their feedback and having more members in attendance connecting with sponsors and decision-makers. Members are encouraged to volunteer for the gala committee and complete a survey to help improve the event.
Bill Richards has had an impressive legal career that has included serving as a U.S. Attorney, deputy attorney general for Michigan, and now as a 46th District Court judge. However, his early passion was for music, playing trumpet for four years in the prestigious University of Michigan Marching Band led by William D. Revelli. Revelli's strict attention to detail and pursuit of perfection in every note left a lasting impression on Richards and influenced his approach to law. Richards credits his time in the U-M band with teaching him that every step matters in achieving success.
The document provides information about the leadership and governance of the C.D. Howe Institute. It lists the Chairman, Vice Chairman, President and CEO, honorary members, and board of directors. It also provides a brief description of the Institute's mission to improve Canadians' standard of living through independent economic and social policy research and analysis.
The document discusses a leadership forum held by the National Association of Development Organizations (NADO) that addresses regional economic development strategies and partnerships. It provides an overview of NADO's policy agenda, including reauthorization of programs like the Economic Development Administration (EDA). The document also discusses the challenging political landscape in 2012, with low Congressional approval ratings and a tight presidential race, noting this will be a turbulent election year. It provides context on federal budget and debt issues, including details on sequestration triggers under the Budget Control Act.
Through interviews with his father Dan Hess and professor Robert Detwiler, the student gained insight into careers in business. His father is an experienced mortgage broker and owner of his own brokerage company, while the professor advises students and helps recruit for the College of Business. Both interviewed individuals studied business and have careers related to management, lending, and higher education. The interviews helped the student understand the paths taken by professionals in the field and what skills are needed to succeed in various business careers.
Jane Corwin is currently a Director at Gibraltar Industries, Inc. and serves as a member of the New York State Assembly representing the 144th district. She has over 30 years of professional experience including roles as Secretary/Treasurer and Director of White Directory Publishers, Inc. and Research Director at Henry Ansbacher, Inc. Corwin holds an MBA from Pace University and a BA from SUNY Albany. She is also involved with charitable organizations through her foundation.
Epic Financial Funding is expanding its operations to India by opening a new location focused on clean water and alternative power projects. Epic understands India's growing needs for energy and clean water due to its fast economic growth. The United States also recognizes India's needs and President Obama pledged financial support for India's large solar energy program. Epic is led by Managing Partner Phillip Carson, with a board that includes experienced individuals from various backgrounds such as technology, healthcare, banking, and energy. The company also works with consultants like Joseph Langston, an oil and gas industry veteran.
The document outlines an expert panel discussion on exit strategies for closely held companies, including forming an advisory team, assessing company characteristics, financial considerations, owner personal goals, and potential problems to address such as management roles, employment agreements, and outstanding legal issues. The panelists include investment bankers, attorneys, and wealth advisors who will discuss planning for a successful exit.
The document provides details about the inaugural EY Veteran Entrepreneur Academy (VEA) held on May 29-30, 2015. It thanks attendees for their participation and hopes they benefited from the knowledge and networking. The agenda outlines presentations and speakers on topics like communications, culture in veteran-owned companies, negotiations, access to capital, intellectual property, and preparing for strategic growth. Brief biographies are provided for several class of 2015 participants and their veteran-owned businesses.
Growthink is an integrated management consulting, investment banking, and venture investing firm founded in 1999 with over 1,600 client engagements. It has a team of 40 advisory professionals across offices in Los Angeles, New York, and San Francisco. The founding partners and senior team have decades of experience in areas such as business planning, capital raising, corporate finance, venture capital, and entrepreneurship across multiple industries.
This document introduces 7 individuals who were part of a Georgetown University Executive MBA research project. It provides brief biographies for each individual, describing their professional roles and accomplishments. The individuals are Alison Elk, Robert Goodman, Dan Meyers, Nathan Ruiz, Damola St.Daniels, Deanna Siller, and Oneza Sohel. Each biography is 1-2 paragraphs highlighting the individual's professional experience, roles, responsibilities, and achievements.
05.15.2018 Mitigating Cyber Breach Liability for Companies and Board MembersExpert Webcast
MAJOR TOPICS:
Cyber breach preventative strategies
Cyber written policies and procedures
Response during and after a cyber crisis
GDPR
Third-party vendor issues
Best practices for the middle market
Corporate and board best practices
Cyber Insurance
Transactional effects and deal due diligence
Notable legal precedent
The document provides a cover letter and resume for Raymond A. Fontaine. The cover letter summarizes his management experience and training, including obtaining a Certified Economic Developer (CED) designation. The resume then details his extensive career in economic development, commercial real estate, brokerage, and advisory services spanning over 30 years. It includes positions held at organizations such as Marcus & Millichap, Churchill Mortgage, and industrial development foundations. The resume emphasizes his expertise in areas such as strategic planning, business development, project management, and public-private partnerships.
Rukaiyah Adams is the chief investment officer at Meyer Memorial Trust, one of the largest charitable foundations in the Pacific Northwest. Under her leadership, Meyer Memorial Trust has delivered top quartile investment performance and increased assets managed by diverse managers and women managers significantly. Adams previously oversaw trading desks at The Standard and currently chairs the Oregon Investment Council.
The document provides profiles of various CEOs. It begins with an introduction from the Chamber of Commerce President thanking the CEOs for their commitment and support. The profiles are then listed alphabetically and provide 1-2 paragraphs on each CEO's background, experience, and current role.
The document profiles the management team and board of directors of Greenscape Capital. The team includes Bryan Slusarchuk, CEO and founder, who has experience financing and operating companies in various sectors. Michael Hofer is the Director of Environmental and Corporate Integration and brings expertise in developing environmental protocols. Nick Skomorowski is a Senior Advisor with over 40 years of experience managing over $1 billion in construction projects. The board also includes Christopher Ian Bennett, Edward Wright, and Yale Loh, who each have leadership experience in fields such as politics, retail operations, and finance.
CrossBorder Investment & M&A: Risk Management and MitigationExpert Webcast
The document summarizes an expert panel discussion on cross-border investment and M&A risk management. The panel included investment bankers, lawyers, and analysts from DelMorgan & Co, Skadden Arps, Gibbs Giden Locher Turner Senet & Wittbrodt LLP, and Asia Strategy Initiative. They discussed topics such as legal and political risks in emerging markets, protections afforded by investment treaties, resolving cross-border disputes, and structuring deals. The event was moderated by Alexander B. Kasdan of DelMorgan & Co and organized by Anna Spektor of Expert Presence.
Cross-Border Investment & M&A: Risk Management and MitigationExpert Webcast
This document summarizes a webcast on cross-border investment and M&A risk management. It includes introductions and biographies of the moderator and expert panelists, which include investment bankers, lawyers, and consultants specializing in cross-border transactions. The webcast covered major topics like global investment trends, political and economic risks in emerging markets, transaction structures, cultural considerations, and case studies. It also discussed mitigating legal risks, the political outlook in Asia, and protections afforded by investment treaties.
11.09.2017 Retail Trends and Forecasts for 2017 and BeyondExpert Webcast
MAJOR TOPICS:
Changing retail paradigm
Industry landscape overview
Technological disruptions
Traditional retail v. e-commerce
Maintaining growth and market share
New business models – experiential engagement
Healthy v. distressed
Overview of recent bankruptcy filings: Wet Seal, Payless ShoeSource, Toys-R-Us, other
Watchlist: Neiman Marcus, JCrew, Talbots, other
Restructuring alternatives
Outlook for the future
The panel of experts comprised of a senior corporate lawyer, an international tax expert, a litigator and arbitration expert, and senior investment bankers will discuss
the outlook, deal structures, financing and execution, as well as dispute prevention and resolution in Emerging Markets Cross-Border Transactions.
Major Topics:
The global outlook for cross-border investment and M&A activity in the emerging markets
Legal risks particular to investments in emerging markets; specifically in technology and natural resources
Types and indicia of risk
Transaction objectives and structures
Dispute resolution mechanisms
Economic risks particular to cross-border and emerging market investments
Raising capital for cross border investment and M&A: explaining the risks to potential investors
Successful deal execution
Cultural considerations
Case studies
5.25.2017 Getting Your Company Ready for SaleExpert Webcast
Moderator: Alexander B. Kasdan, Senior Managing Director, DelMorgan & Co.
Panel:
• C. Craig Lilly, Partner, Baker & McKenzie LLP
• Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management
• Greg Reber, Founder and CEO, AsTech Consulting
• Michael L. Evans, Northern California Managing Director, Newport Board Group LLC
MAJOR TOPICS:
• Corporate law imperatives
• Identifying high-risk areas pre-sale
• Avoiding contingent considerations post-sale
• Understanding seller motives and goals
• “Institutionalizing” the business
• Assembling the deal team
• Valuation Issues
• Sale process overview
• Potential transaction structures
• Understanding and managing cyber and technology risks
• Due diligence
• Wealth and estate planning for selling shareholders
Regency Capital Partners Marketing Jan 09Mark Hill
Regency Capital Partners provides strategic and financial advisory services including mergers and acquisitions, capital raising, and management consulting. The firm was founded in 2001 and leverages the expertise of its principals who have extensive experience with investment banks, law firms, and large corporations. Regency advises growing companies and assists with transactions, strategic planning, and new business formation and sales.
John Teakell, Attorney and Counselor at the Law Office of John R. Teakell, featured by Fortunes Time Magazine on cover of The 10 Most Influential Lawyers to Follow in 2024
The document summarizes a panel discussion on trends and transactions in the hemp industry. The panelists include experts from Dragon Realty Capital, Wilson Elser law firm, SingerLewak valuation firm, and FTI Consulting. They will discuss topics such as the hemp market overview, legal and regulatory issues, investment opportunities, valuation trends, due diligence, brand building, and industry outlook.
Social Crisis Management in the Oil & Gas IndustryLisaLinzz
The document provides an overview of social crisis management in the oil and gas industry. It discusses how social media has influenced crisis communication management and the need for oil and gas companies to engage stakeholders through social media during crises. Industry thought leaders note that while some companies are using platforms like Twitter and Facebook, adoption of social media for crisis communication has been slow. They stress the importance of establishing an online presence before a crisis occurs to build relationships and manage reputations. The challenges of executive apprehension about social media and legal/revenue concerns are also addressed.
This document provides an agenda and details for the 19th Annual International Business Leadership Awards ceremony in Maryland on March 12, 2015. The event will honor outstanding Maryland global business leaders and feature speeches from the President of University of Maryland, Baltimore and Governor Larry Hogan. It will include a reception, dinner, and awards ceremony recognizing several Maryland business leaders for their international success and contributions. The sponsors and partners supporting the event will also be showcased.
Similar to 2013 Epic Financial Funding LLC - Summary (v6) (20)
Part 2 Deep Dive: Navigating the 2024 Slowdownjeffkluth1
Introduction
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Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
Deloitte’s Digital Industrial Transformation Framework
Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
DXC Technology’s Digital Transformation Framework
The BCG Strategy Palette
McKinsey’s Digital Transformation Framework
Digital Transformation Compass
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Design Thinking Framework
Business Model Canvas
Customer Journey Map
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2. Recommendations for Epic Financial Funding
“I have known Randy for 12 years and worked for him very early in my career. While at Midwest
National I watched the company successfully transform from a single branch operation to a nationally
recognized lender in the mortgage industry. Randy’s leadership skill, and "no non-sense" direct
approach was a factor in his success. I have a great deal of respect for his years of knowledge,
professionalism, integrity and would highly recommend him.” -- (April 9, 2009)
Julie Dietz, Director of Training, Bear Stearns
worked directly with Phillip(Randy) at Midwest National Mortgage, Banc
“It is my distinct pleasure to write a recommendation for Phillip. I have had the pleasure of working
with him for more than 4 years and I think the world of Phillip. Phillip Carson is a highly talented
professional and an incredibly giving individual. He treats his clients and colleagues with the utmost
respect and will jump through fires to help someone in need. I would highly recommend him for any
professional organization and firmly believe that he could make a very significant contribution to an
organization.” (May 6, 2009)
Noelle Kim, Investment Advisor representative, Investment Advisors International
worked directly with Phillip(Randy) at World Financial Group
“Randy Carson is a great center of influence and a leader in the financial services industry. He led the
Cincinnati team he built to success with quality and a commitment to excellence. We created an
amazing amount of synergy which led to record setting performance. Randy reached SVP as fast as it
could be achieved and was fun to work with. I highly recommend him.” (April 20, 2009)
Tom Mathews, National Sales Director, A.L. Williams
managed Phillip(Randy) at A.L. Williams/Priamerica Corp.
4. Managing Partner & CEO of Epic Financial Funding
Phillip (Randy) Carson
Phillip (Randy) Carson, Managing Partner of Epic Financial Funding, Inc, studied at the
University of Cincinnati on the GI Bill to obtain an AD in Police administration in conjunction
with the Ohio state highway patrol academy in Columbus Ohio, graduating in December of
1969. After three years as a law enforcement officer in Ohio, enrolled at Xavier University and
studied Finance and Stock Market Analysis. In 1977 received a professional designation of
(Certified Insurance Counselor) in Risk Management.
Randy has 30 years experience in financial services and lending and began his career in 1974 as
Founder and President of Clermont Insurance and Financial Services. In 1993 Mr. Carson
founded Midwest National Mortgage Bank, where his company was nationally rated in the top
100 privately owned mortgage banks in the United States.
From 1973-1998 Randy was active in Ohio Republican politics in several capacities. He was
elected to public office twice and served eight years as an elected official. Randy was a
statewide delegate to the Ohio Republican Party and served as Finance Chairman of his county.
He was the youngest ever in Ohio to be appointed to Chairman of the Board of Elections. Randy
worked and managed two congressional district positions for Ronald Reagan and James A.
Rhodes, Governor of Ohio. Randy worked throughout Ohio for Senator Robert A Taft's reelection to the U.S. Senate. In 1999 he served in an official position for Governor Robert A. Taft
II as a small group of statewide host committee members and served as one of his chief fund
raisers. Randy was nominated to President Gerald Ford's National Education Committee in 1974,
and was invited to the White House on two occasions. In addition, Randy was elected as a life
member of the national registry of Who's Who in Business in 1999.
5. Managing Director of Epic Financial Funding
Alexander Ferguson
Alexander Ferguson sits on the Board of Directors of Epic Financial Funding. He has more than 25 years experience designing
complex global information environments and total business solutions, as well as launching and managing several successful high
technology ventures. Mr. Ferguson brings the business experience garnered from building a multi-million dollar defense
contracting company, as well as a cutting-edge technical know-how, and the visionary acumen of a true futurist to the complex
needs of solving today’s strategic business information problems.
Mr. Ferguson's clients include the Department of State, the Federal Aviation Administration and the Interagency Collaboration
Zone. Mr. Ferguson also served as a recognized CIO-level consultant to the Executive Office of the President of the United States,
and other world recognized organizations such as the Associated Press, GlobalStar, MD Anderson Cancer Center, The Aerospace
Corporation. Mr. Ferguson has served as the lead architect and technical leader for a number of major global information
networks, including State Department’s global network, which are responsible for several billion dollars of expenditures a year.
Currently, his recommendations to the Department of State's Strategic Planning Office are included in submissions to the White
House, U.S. Senate, U.S. Congress, and other agencies.
The sole founder of Crius, Inc., one of the founders of Intercom Consulting and Federal Systems, and a co-founder of Scarlet Fire
Entertainment; Mr. Ferguson brings the business experience of founding and building a multi-million dollar defense contracting
company, as well as a cutting edge entertainment technology firm to his high level of competence in solving the complex needs of
today's businesses. In the Washington Metropolitan Area, where technologists abound, Washington Technology magazine noted
Mr. Ferguson as one of the area's notable technology entrepreneurs and futurists. In addition, Mr. Ferguson was chosen and
profiled as Contract Professional Magazine’s “All-Star” technologist for January 2002. Mr. Ferguson is also a Co-Founder, and Board
member of the Financial Policy Council in NYC. Of note is that Mr. Ferguson’s patented concept (US Patent # 7,363,497) preceded
Apple Inc.’s iTunes store service by two years, and correctly predicted the rise of downloadable Internet content. Mr. Ferguson’s
next patent (US Patent # 8,212,677) in individual medical logistics predicts the rise of personalized medicine and information
logistics. Technically speaking, Mr. Ferguson has extensive experience in networking and security environments as well as storage
networking systems in global, complex, heterogeneous environments. At the time of his CISSP certification, Mr. Ferguson was one
of only twenty (20) people dual certified with both a CCIE and CISSP worldwide.
In 2000, Mr. Ferguson founded Kaang, Inc. to provide strategic, enterprise-level consulting on security, technology, and business
alignment for major clients. Mr. Ferguson is a 2008 graduate of the Harvard Business School’s elite Owner/President Management
Program. He is also a multi-decade practitioner of the martial arts, and former member of the US Army Reserve.
6. Managing Director of Epic Financial Funding
Dr. Gary Barbosa
Dr. Gary Barbosa is CEO and principal owner of the Champion Family of Companies. Born in
New Jersey, he worked his way through college in the family gas station and body shop.
Board Certified in Medicine and Surgery as well as earning a double major in Biology and
General Science from Villanova University, as well as a minor in Philosophy, gives Dr. Barbosa
an uncanny ability to evaluate innovations and technology. He is one of the founding
members of an international global philanthropy, determined to advance technological
solutions to overpopulation and the depletion of global resources. He is married 29 years,
and has a son and a daughter. Although he retired from medical practice in 1998, he keeps
his medical license current and active.
Champion Technologies, Inc. performs analysis of technology and medical advancements and
their commercial viability. Its three divisions are Life Sciences, which focuses on DNA
manipulation to facilitate cellular repair, thereby delaying the onset of age related maladies
and degradation; Applied Materials, which works with innovators with a goal of altering the
molecular structure of materials making the same superior to that which is currently
produced; and Energy, which evaluates and brings green technology to the market in an
effort to combat climate change.
Champion Technologies, Inc.’s current project is an innovative company that has developed
the process of producing activated carbon used to absorb harmful chemicals such as
mercury, sulfur, and carbon dioxide from coal fired power plants. Champion Technologies
has the responsibility of providing equity and debt financing for the initial project and the ten
plants to follow.
7. Managing Director of Epic Financial Funding
Suman Neupane
SUMAN NEUPANE is an experienced executive and start-up expert with over 25 years of hands-on
experience in the banking and finance industry. His knowledge and capabilities have led to innovative and
groundbreaking introductions and solutions including first time ATMs, telebanking and credit card
transactions in fiercely competitive international and domestic markets.
Mr. Neupane is comfortable communicating with people from diverse backgrounds, occupations and
cultures, and is adept at working within high pressure. He is currently Chairman of the Board of Next
Energy Venture (Nepal), President of Nepal Infrastructure Consult (United States); a partner in TransCash
International (Australia), and CEO of TransCash Investments (Singapore, relocated to the United States).
His areas of expertise include, and are certainly not limited to, Investment Banking, Project Financing,
Energy Projects, all facets of Banking Operations, International Trade Settlement, MIS and Banking
Software Implementation and Policy and Procedure Formulation, During the course of his career, among
his many accomplishments are establishing and opening markets in Bangladesh, Philippines, Viet Nam,
Malaysia, Nepal, India, Pakistan, Middle East and Sri Lanka; implementing Nepal’s initial real time banking
software; successfully establishing a new bank from inception to completion within a period of four
months – and achieving break-even within the first 100 days of operation.
Mr. Neupane sits on the Board of Directors, Swabalamban Bikas Bank, Janakpur, Nepal, is the Chairman of
the Recruitment and Promotion Committee, Swabalamban Bikas Bank, Janakpur, Nepal, is the Chairperson
of SWIFT, Nepal User Group, and is the Secretary of the Nepal Banker's Association. He holds a Master’s
degree in Development Management from the Asian Institute of Management, Manila.
8. Managing Director of Epic Financial Funding
Zack Fonseca
ZACK FONSECA began his educational pursuit of Electrical Engineering at Drexel University.
He then moved to Colorado in 1992 to pursue his interest in renewable energy. He
attended the Solar Technologies Institute in Carbondale, Colorado, where he became a
teaching assistant with the alternative fuels program. He installed his first photovoltaic array
in Aspen that same year. His credits include off-grid system designer and sales manager for
one of the largest solar contractors in the Rockies.
Mr. Fonseca loves inventing and developing new products to change the shape of the world
around us. His conceptual designs have been presented to the Pentagon as well as private
and multinational industry. His design credits include hybrid solar panels, vertical shaft wind
turbines, NZE (Net Zero Energy) structures, mobile PV arrays, and environmental sciences
contributions. He is an expert in energy efficiency. His education and renewable energy
certifications include; Photovoltaic Design, Advanced Photovoltaics, PV Installation (Hands
on Photovoltaics), Residential Wind Power, Micro-Hydro Power, Bio-diesel Production, Solar
Water Heating, Design & Building Natural Homes, Solar Home Design, Renewable Energy for
the Developing World, Solar Water Pumping, and Successful Solar Business.
Among his many influential positions in the solar technology industry, Mr. Fonseca is
Founder and President of Z Funding Group, LLC, in Fort Collins, Colorado; he was founder
and president of Phoenix Renewable Technologies LLC (dba Phretech.com) also in Fort
Collins, and President of Genesis Energy USA Inc. in Greely, Colorado.
9. Consultant to Epic Financial Funding
Joseph F. “Chip” Langston, Jr.
Joseph F. “Chip” Langston Jr. is the Founder, President and 60% owner of TXX Energy
Corporation, a privately held exploration and development company operating in East Texas and
Northwest Louisiana. With its partners, the Company owns and operates over 160 shallow wells
(TXX Operating LLC), and it expanding its acquisitions through continued development drilling
and innovative completion technology.
Before founding TXX Energy, Mr. Langston founded two exploration and development
companies, Buccaneer Energy Corporation and Trans-Western Exploration, Inc. Buccaneer
Energy Corporation is a privately held exploration and development company operating in
Oklahoma, with various non-operating positions in New Mexico, Texas and Louisiana. Direct
activities include supervising the recompletion of purchased wells, along with drilling several
PUD locations, diversified drilling program, as well as audited financial statements and report to
shareholders. Sold the company to Gale Force Petroleum Corporation (GFP.V), a Toronto Venture
Exchange company for cash and shares.
Mr. Langston earned a B.B.A. in Accounting and Finance from University of Texas at Arlington in
1974 and since then has built a strong background in finance, investment banking, and energy
exploration.
10. Why Choose Epic Financial?
Epic is aligned with major manufacturers
Our wind turbine manufactures:
Develop high efficiency wind turbines
• ISO-9001 certified
• Maintain an integrated design for key wind turbine components
such as blades, gearbox, and controls
• 20+ years in design, manufacturing, and installation of wind
turbines
• offer multiple wind turbine models
Our solar panel manufacturers:
• work with brand manufacturers and research institutes
• provide ongoing performance testing backed by certification
• offer latest available products with a high level of efficiency
11. Funding Partners (Partial List)
HUD
Rabo Bank
ING Investment Management
John Hancock Life
Wells Fargo
Metropolitan Life
New York Life
U.S. Bank
Vasari Energy
Ming Yang/China
Bank of Montreal
Compass Capital Management
Krannich Solar
Deutsche Bank
GE Capital
Goldman Sachs
Citibank
Morgan Stanley
JP Morgan
KeyBank
Axa SA
AEGON NV
Allianz
Zurich Financial Services
Bank of America
BNP Paribus
Samsung
Mitsubishi
12. How We Help Finance Wind, Waste, Hydrogen, Solar,
Oil & Gas Projects
• Epic Financial Funding, LLC helps finance large scale projects
with their main focus and expertise in viable renewable
energy projects.
• The company is able to offset the higher initial capital costs
associated with renewable generation by strategically aligning
itself with key financial partners and by utilizing sophisticated
financing structures to raise capital required to develop a
project.
• We know that purchasing, installing and maintaining green
energy systems such as wind and solar can require a
significant outlay of both capital and resources.
• Epic’s founders have combined decades of corporate
experience with innovative and entrepreneurial problem
solving to truly understand today’s developers.
13. Brooke-Alvinston Wind Project Funded
Funded April 2012
Ho-cheol Chang of Samsung with John Cobb at Brooke-Alvinston Township, Ontario, a
project owned by Zephyr Farms Limited. This shows one of four of Samsung 2.5MW
turbines located in southwest Ontario.
Epic Financial Funding, LLC worked on this wind project since September 2009.
For additional information go to: http://www.qtww.com/press-releases?view=91 or
call +1 513.247.0293.
14. Epic Visiting a Solar Plant in Bulgaria
James Mizelle inspecting a solar
plant in Bulgaria
Dinner with partners, clients and
Korean officials from industrial
companies.
15. Epic’s Expectation of the Client
•
•
•
•
Shovel-Ready or as close as possible - This is vital to financing a transaction. There are
hundreds of transactions out there, and lenders want to move as quickly as possible on
transactions. This means any deal we take to our sources we expect to be as close to having
pre development completed as possible without having a back end financer. This includes
all feasibility studies, wind studies, environmental impact studies, final or preliminary PPAs,
final building permits, grid connection approval, etc.
Strong Management/ Development team - With the number of deals and the size of
transactions, lenders will want to see experienced and capable management/ development
teams in place. If we perceive that this is lacking, we can recommend large partners for
many projects who will help make financing their project viable as well as adding a strong
strategic partner to the project.
Size and Scope of Business - Projects must be of ample size to warrant our contacts'
interest and time. This means we do not work on energy projects smaller than 5MW and
prefer them to be 20MW+. Our long term goal is to develop relationships with clients who
can provide a pipeline of businesses that will grow due to our contacts and their expertise
over years to come
Professionalism and Flexibility - Our relationships are with very serious institutions and will
not be risked by working with those who do not share our expectation of high work ethics
and professionalism. In addition, we work only with flexible developers, as this industry
calls for creativity and ingenuity. No deal is quite the same and very rarely do they close
with the same terms and structure that was initially conceptualized by the developer. This is
simply the reality of large scale projects.
16. Contact Information
Phillip R. Carson
Managing Principal
Epic Financial Funding, LLC
Phone:+1 513.247.0293
Skype: r.carsonskype
rcarson@pmfohio.com
Christina Benson
Assistant Managing Director
Phone: +1 760.412.7408
Epic Financial Funding, LLC
4938 Hampden Lane #350
Bethesda, Maryland 20814 USA
Fax: +1 301.280.5912