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Fourth Annual Liquidity and Capital Raising National Forum - Boston

Friday, October 24, 2014

7:30 a.m. – 12:30 p.m.

Mandarin Oriental
776 Boylston Street
Boston, MA 02199

Register today. Space is limited.

Katelyn Stewart
Senior Events Specialist

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Hear from Keynote Speaker Peter Rothstein of NECEC

CohnReznick is pleased to present our Fourth Annual Liquidity and Capital Raising National Forum. The 2014 Forum will take place on Friday, October 24, 2014 at the Mandarin Oriental in Boston. 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    


7:30 a.m. – 8:00 a.m.

Continental Breakfast and Networking

8:00 a.m – 8:15a.m.

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

8:15 a.m. - 8:30 a.m.Keynote Address: Peter Rothstein, President, New England Clean Energy Council

8:30 a.m. – 9:00 a.m.

Economic Update

9:00 a.m. – 9:30 a.m.

Equity Markets Trends & Outlook

9:30 a.m. – 10:15 a.m.

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

10:15 a.m. – 10:30 a.m.

Networking Break

10:30 a.m. – 11:30 a.m.

Options & Latest Trends

11:30 a.m. – 12:30 p.m.

Getting It Done Right

12:30 p.m.

Conclusion & Networking

Keynote Speaker

Peter Rothstein is president of NECEC, a regional non-profit organization representing clean energy companies and entrepreneurs throughout New England through programs and initiatives that help clean energy businesses at all stages of development access the resources they need to grow. In addition, Peter has many years of venture, entrepreneurial, executive, and deal experience across the cleantech venture market.


Carol Massar is the chief national correspondent for Bloomberg Television and the co-host of "Bloomberg on the Economy" on Bloomberg Radio. She provides in-depth coverage and analysis of major economic and business trends across Bloomberg's media platforms, including in-depth reporting on global corporations. An award-winning journalist with over 20 years of experience, Massar joined Bloomberg Television in 1999.


Claudine M. Cohen, Principal, CohnReznick LLP
Joseph M. Conte, Managing Director, Business Services Group Co-Head, Lazard Middle Market LLC
William Kieckhafer, Chief Executive Officer, MHQ
Jim Gordon, President, Energy Management Inc./CapeWind
David B. L'Heureux, Market Manager, Commercial Banking, Santander
Scott Mattson, Managing Director, William Blair
William Nolan, Managing Director, H.I.G Capital, LLC
Patrick J. O'Keefe, Director of Economic Research, CohnReznick LLP
Greg O’Shaughnessy, Partner, Nixon Peabody, LLP
Marc A. Reich, President, Ironwood Capital
Peter RothsteinPresident, New England Clean Energy Council
Robert Sternthal, President, Reznick Capital Markets Securities, LLC
David Weild IV, Founder, Chairman and Chief Executive Officer, IssuWorks, Inc. and Former Vice Chairman, NASDAQ


Located in Boston’s most exclusive neighborhood, the Mandarin Oriental offers an enticing blend of international luxury and New England charm. Enjoying a prime Back Bay location, the venue is perfectly situated for all of the city’s major attractions.

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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