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Fourth Annual Liquidity and Capital Raising National Forum - Atlanta

Thursday, October 30, 2014

1:00 p.m. – 6:30 p.m.

The Ritz-Carlton Buckhead
3434 Peachtree Road, NE
Atlanta, Georgia 30326

Register today. Space is limited.

Katelyn Stewart
Senior Events Specialist

Katelyn Stewart
Senior Events Specialist

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Please Join Us! Registration Is Now Open.

CohnReznick is pleased to present our Fourth Annual Liquidity and Capital Raising National Forum. The 2014 Forum will take place on Thursday, October 30, 2014 at the The Ritz-Carlton Buckhead in Atlanta. The program is designed for key decision makers at mid-sized companies who want to:

  1. Increase their knowledge about liquidity issues and capital raising
  2. Meet and network with private and public sources of capital

The Forum offers a comprehensive overview of the latest trends and successes for liquidity events and capital raises. In-depth panel discussions include CEOs, private equity investors, investment bankers, and other capital markets experts who will share their insights, experiences, and advice. In addition to the three panel discussions, CohnReznick’s Fourth Annual Liquidity and Capital Raising National Forum offers an ideal networking venue – enabling key decision makers, private equity groups, and investment bankers to connect and develop beneficial relationships. 

Register and Learn more    


1:00 p.m. - 1:30 p.m.

Networking and Registration

1:30 p.m. - 1:45 p.m.

Introductory Remarks: The Pulse of Mid-Market Liquidity and Capital Formation and Future Trends

1:45 p.m. - 2:15 p.m.

Economic Update

2:15 p.m. - 2:30 p.m.

Equity Markets Trends and Outlook

2:30 p.m. - 3:15 p.m.

What You Need To Do To Get Your House in Order (Talent, Infrastructure, and Mindset)

3:15 p.m. - 3:30 p.m.

Networking Break

3:30 p.m. - 4:30 p.m.

Options & Latest Trends

4:30 p.m. - 5:30 p.m.

Getting It Done Right

5:30 p.m.


5:30 p.m. - 6:30 p.m.Networking Cocktail Reception


(partial list)

Marvin Banks, Chairman, BluTrend
Mark A.B. Carlson, Shareholder, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC.
Joseph M. Conte, Managing Director, Business Services Group Co-Head, Lazard Middle Market LLC
Gary C. Evonsion, Senior Relationship Manager, Wells Fargo Bank
Amy V. Forrestal, Managing Director, Brookwood Associates
Matthew T. Harris, Partner, Arnall Golden Gregory LLP
Ned R. Lidvall, President and CEO, Eat Here Brands LLC
James M. Modak, Chief Financial Officer, Suniva, Inc.
Patrick J. O'Keefe, Director of Economic Research, CohnReznick LLP
Stephanie O’Rourk, Partner, CohnReznick LLP
Steven M. Romaniello, Managing Director, Roark Capital Group
Robert Sternthal, President, CohnReznick Capital Markets Securities, LLC
Robert Tritt, Partner, McKenna Long & Aldridge LLP
Scott C. Tocci, Senior Vice President – Managing Director, Regions Restaurant Banking Group
David Weild IV, Founder, Chairman and Chief Executive Officer, IssuWorks, Inc. and Former Vice Chairman, NASDAQ


Ideally situated in the heart of Atlanta’s most celebrated neighborhood, the Ritz-Carlton Buckhead in Atlanta offers guests effortless access to the city’s finest shopping, dining and entertainment establishments.

2013 Forum Video

View the video from last year’s event held at the New York Palace:

CPE Information

Credits: 4.5
Field of Study: Specialized Knowledge
Content Level: Intermediate
Advance Preparation: None
Instructional Delivery Method: Group live session

CohnReznick is registered with the National Association of State Boards of Accountancy ("NASBA") as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:

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