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Fourth Annual Liquidity and Capital Raising National Forum - New York

September 29, 2014

7:30 a.m. – 12:15 p.m.

The St. Regis New York
5th Avenue at 55th Street
New York, NY 10022

Register today. Space is limited.

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 Monday, September 29, 2014 at the St. Regis New York. 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 – 8:15 a.m.

Introductory Remarks

8:15  a.m. – 8:45 a.m.

Economic Update

8:45 a.m. – 9:00 a.m.

Equity Markets Trends & Outlook

9:00 a.m. – 9:45 a.m.

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

9:45 a.m. – 10:00 a.m.

Networking Break

10:00 a.m. – 11:00 a.m.

Options & Latest Trends

11:00 a.m. – 12:00 p.m.

Getting It Done Right

12:00 p.m. – 12:15 p.m.

Conclusion & Networking


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.


Joseph M. Conte, Managing Director, Business Services Group Co-Head, Lazard Middle Market LLC
William Hogan, Executive Vice President – Chief Financial Officer, Multi Packaging Solutions, Inc.
Murray C. Huneke, Managing Director and Co-Head of the Consumer & Retail Investment Banking Group, Stifel, Nicolaus & Company, Inc.
Michael Katz, President and Chief Executive Officer, Perfumania Holdings, Inc.
Richard F. Langan, Jr., Partner, Nixon Peabody LLP
Patrick J. O'Keefe, Director of Economic Research, CohnReznick LLP
Carolyn Galiette, Senior Managing Director, Ironwood Capital
Jonathan Segal, Founder and Chief Executive Officer, The ONE Group
David A. Scherl, Chairman & Managing Partner, Morrison Cohen LLP
Robert Sternthal, President, Reznick Capital Markets Securities, LLC
David Stonehill, Managing Director, Carlyle Equity Opportunity Fund, The Carlyle Group
Jeremy Swan, Principal, Private Equity Industry Practice, CohnReznick LLP
Scott Troeller, Managing Director, Fir Tree Partners
Gino Volpacchio, Chairman and CEO, PetVet Care Centers
David Weild IV, Chairman and Chief Executive Officer, IssuWorks, Inc. and Former Vice Chairman, NASDAQ


Located in the heart of midtown Manhattan (Fifth Avenue and 55th Street), the St. Regis New York is within walking distance of Central Park, Fifth Avenue shopping, world-class restaurants, and award-winning theater. For more than a century, the hotel has served as the backdrop for some of the city's most important corporate events and social celebrations.

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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