Santa Barbara Luncheon Series: Lessons Learned: Business Investing with Matt Smith of St. Cloud Capital
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JAN
28
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A Santa Barbara Group Sponsored Event
Lunch and refreshments will be provided.
Founded in 2001, St. Cloud Capital is a growth capital partner to lower middle market companies. St. Cloud has invested in over 65 companies who have in turn grown revenues by over $2.0 billion (sustaining and creating over 12,000 jobs in the process). Discussion will be around best practices implemented at St Cloud to support small business growth and broader discussion on investment themes and risks going into the new decade.
Matt Smith | Matt Smith is a Vice President at St. Cloud and is responsible for sourcing, execution, and portfolio monitoring functions. He serves as a observer or director on six of St. Cloud’s portfolio company boards. Previously, Mr. Smith founded and managed the Structured Finance Group at Banc of California, which focused on origination and structuring of senior credit facilities to middle market companies backed by private equity. Prior to that, Mr. Smith worked in commercial banking and leveraged finance roles. Mr. Smith was also an Army officer and deployed in support of Operation Enduring Freedom in Afghanistan where he earned a Bronze Star Medal. He earned his MBA from the UCLA Anderson School of Management and BA in Economics and Political Science from UC Davis. Back To Top ^^
Lunch and refreshments will be provided.
Founded in 2001, St. Cloud Capital is a growth capital partner to lower middle market companies. St. Cloud has invested in over 65 companies who have in turn grown revenues by over $2.0 billion (sustaining and creating over 12,000 jobs in the process). Discussion will be around best practices implemented at St Cloud to support small business growth and broader discussion on investment themes and risks going into the new decade.
Matt Smith | Matt Smith is a Vice President at St. Cloud and is responsible for sourcing, execution, and portfolio monitoring functions. He serves as a observer or director on six of St. Cloud’s portfolio company boards. Previously, Mr. Smith founded and managed the Structured Finance Group at Banc of California, which focused on origination and structuring of senior credit facilities to middle market companies backed by private equity. Prior to that, Mr. Smith worked in commercial banking and leveraged finance roles. Mr. Smith was also an Army officer and deployed in support of Operation Enduring Freedom in Afghanistan where he earned a Bronze Star Medal. He earned his MBA from the UCLA Anderson School of Management and BA in Economics and Political Science from UC Davis. Back To Top ^^|
Registration Fees |
Payment Information
We accept the following:
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:
We accept the following:
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
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.
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.
Chairs:
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® and George Tharakan, 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 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. |
