$125

3rd Annual Family and Closely Held Business Summit

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Location

Location

Bell Harbor International Conference Center

2211 Alaskan Way

Seattle, WA 98121

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Refund Policy

Refund Policy

No Refunds

Event description

Description

Garvey Schubert Barer, Bader Martin, PS, BMO Capital Markets, Pillar International Insurance Advisors and Key Private Bank are co-hosting the 3rd Annual Family and Closely Held Business Summit. It will address the pressing issues that will impact family and closely held businesses now and in the future.

WHO SHOULD ATTEND

Executives, owners and managers of family and closely held businesses.

KEYNOTES AND PANELS

  • Key Private Bank's Chief Investment Officer, George Mateyo, will share insights on current investment trends

  • Jim Warjone, former CEO of fifth-generation, family-owned Port Blakely Companies, discussing succession planning challenges

  • Two roundtable sessions: the first featuring advisors from law, accounting, investment banking, insurance and wealth management showcasing a cohesive strategy to tackle typical family business issues; and the second featuring regional executives for a 360° view of business succession planning and exit strategy


ATTENDEES WILL BE ABLE TO

Leave the program equipped with practical, actionable strategies for addressing challenges particular to family and closely held businesses.


AGENDA


11:30 a.m. - 12:00 p.m. - Registration

12:00 - 12:30 p.m. - Lunch


12:30 - 1:15 p.m. - Keynote – What to Expect When You’re Investing |
George K. Mateyo | Key Private Bank


1:15 - 1:30 p.m. - Coffee Break

1:30 - 2:30 p.m. - Advisors Roundtable

- Harold E. Snow, Jr. | Garvey Schubert Barer

- David Stiefel | Bader Martin, PS

- Cameron M. Hewes | BMO Capital Markets

- Rodney A. Bench | Pillar International Insurance Advisors

- Francis Brown | Key Private Bank

2:30 - 2:45 p.m. - Coffee Break

2:45 - 3:15 p.m. - Keynote – Successful Successions | Jim Warjone | Engel & Völkers (former CEO of Port Blakely Companies)

3:15 - 3:30 p.m. - Break

3:30 - 4:30 p.m - Family Business Executive Panel

- 360° Hotel Group

- Alaskan Brewing Company

- Pacific Research Labs dba Sawbones


4:30 - 7:00 p.m. - Cocktail reception



Parking options:

  • Parking is also available at the main entrance of the Art Institute of Seattle’s Parking Garage at its hourly rates. It connects directly to Bell Harbor via the sky bridge and can be accessed on both Elliot Avenue and Wall Street.

  • Parking is also available at the World Trade Center parking garage (limited space).

For more information on its hourly rates and direction, visit Bell Harbor’s website.


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Date and Time

Location

Bell Harbor International Conference Center

2211 Alaskan Way

Seattle, WA 98121

View Map

Refund Policy

No Refunds

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