Advising the First Time Seller on a Liquidity Event
JUN
07
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Liquidity events are central to the wealth management business, but an advisor who gets involved at the last minute may be too late to earn the business. However, there is a knowledge base that is recommended to speak to business owners earlier in the process. In this event, a panel of experts will explain what advisors should know in order to knowledgably approach a business owner early in the process of selling their business.

Before starting Odgers Law Group, Mr. Odgers worked at the ICTY in the Netherlands and has since spent time studying the rule of Law in Hangzhou, China. Mr. Odgers obtained his undergraduate degree from Purdue University before returning to San Diego where he earned his Juris Doctorate. When he is not working, Mr. Odgers enjoys traveling, photography, and spending time with his friends and family. Back To Top ^^



Lee has also personally run and financed a number of businesses in hospitality, media, aerospace and technology from their inception, and is active on several growth-company boards. In the restaurant world, Lee was both legal counsel to, and a Board member of, Umami Burger from its founding through its national and international expansion. Earlier, Mr. Weinberg was a leading principal in the acquisition and restructuring of AEi Systems, an aerospace engineering firm whose customers include the world’s largest particle accelerator at CERN and nearly all the world’s leading aerospace/defense and IC manufacturers. He was also co-founder and CEO of SalesMountain, a mobile and internet infomediary that returned profit to investors during the dot.com bust.
Prior to SalesMountain, he practiced law with Sullivan & Cromwell, Debevoise & Plimpton and with Riordan & McKinzie in Los Angeles. Lee has been published and/or quoted in Euromoney, Investor’s Business Daily, The National Law Journal, and The Business Law News, and is a frequent lecturer and panelist on entrepreneurship, business and investing, media and technology, and intellectual property (including with USC’s Marshall School of Business, USC’s Annenberg School of Communications, UCLA’s Anderson School of Business, and the Los Angeles Venture Association (LAVA), among others).
Lee earned his J.D. from Yale Law School and his B.A. summa cum laude from University of Rochester. He has served as President of the Yale Law School Association of Southern California, and interviews Yale College applicants as a member of the Yale Alumni Schools Committee. He is also a member of the Board of the March of Dimes that spearheads the March of Dimes’ efforts in the five-county LA Market. Back To Top ^^
Registration Fees $25 (Member) | $40 (Non-Member) |
Series Registration Fees |
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If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Terence Balagia, Jr, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |