EPI Chapter Monthly Meeting: You are cordially invited to join us and our special guests Jeff Mortimer, Director of Investment Strategy at BNY Mellon, and Chris Cathcard, partner with private equity firm Halifax Group, for our January monthly meeting.
We’ll be doing a roundtable type discussion discussion the impact of the new administration on the economy and how it impacts the deal environment.
Speaker Bio: Chris Cathcart
Chris Cathcart is a Partner and currently serves on the Management and Investment Committees of The Halifax Group. Chris joined Halifax in 2007 and leads business development for the firm. He is responsible for origination, evaluation and recommendation of investment opportunities and management of the firm’s network of investment sources. Chris has eighteen years of experience leading and advising small businesses including political organizations and entrepreneurial medical technology businesses.
Chris received an MBA from The Kellogg School of Management at Northwestern University with a concentration in finance, accounting and entrepreneurship and graduated cum laude from Wake Forest University.
Chris is a long suffering Wake Forest sports fan. When not lamenting the current on-field performance of his beloved Demon Deacons, he serves on the board of deacons at his church, enjoys spending time with his young family and endures distance running.
Speaker Bio: Jeff Mortimer
Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations.
Jeff has more than 20 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.
Jeff received a Bachelor of Science degree in finance from Babson College and a Master of Business Administration from the University of Chicago Graduate School of Business. He is a CFA charterholder and a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC.
Why Exit Planning?
Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.
* 1 Hour CPE Each Session
EPI DC Chapter
The purpose of the EPI National Capital Region Chapter is to create a forum for the local community of professional advisors to collaborate and address unique needs of our deal community; develop educational programs for business owners and professional advisors to build awareness and better prepare owners for the successful exit of their business; develop, encourage, and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.
The Exit Planning Institute is a national organization promoting eductation, collaboration, and credentialing within the field of Exit Planning. EPI’s process focuses on a multi-disciplinary approach to assisting business owners through ownership transitions – creating revenue opportunity for advisors while delivering maximum value to owners.