$0 – $325

OCTANe's CFO Roundtable: Raising Capital in Today’s Market

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Haskell & White

300 Spectrum Center Drive

#Suite 300

Irvine, CA 92618

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Challenges and Perspectives in the Debt and Equity Markets:

Every company needs capital – whether just starting up, emerging, public or undertaking a transaction. This session will provide perspective from three CFOs from different stage and type of companies: venture-backed, private equity-owned, publicly listed – and will bring you up to date on current trends in the debt and equity markets.

Hot topics will include:

¨ How to identify the appropriate and optimal capital.

¨ How to run the fundraising process.

¨ The level of controls needed.

¨ Analysis of the cost of capital.

Panelists:

¨ Joe McCarthy, consultant and former CFO of Sunrise Growers, a major processor and leading provider of frozen fruit to major retail and food service accounts.

¨ Jeff Wahba, managing director of Janlie Partners, Inc. and former co-CEO and CFO of Farmer Brothers, a coffee and culinary products manufacturer.

¨ Phil Evans, CFO of Emerald Expositions, a private equity-backed trade show operator that recently listed on the NYSE.

Hosts:

¨ Marc Blythe, CPA and CGMA, president of Blythe Global Advisors LLC, a full-service accounting advisory firm headquartered in Irvine, CA.

¨ Wayne R. Pinnell, CPA, managing partner of Haskell & White LLP, one of the largest independently owned accounting, auditing and tax consulting firms in Southern California.

¨ J. Todd Brumley, business development director at Blythe Global Advisors and principal of Senior Debt Inc.

This event is sponsored by Blythe Global Advisors LLC and Haskell & White LLP.

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Location

Haskell & White

300 Spectrum Center Drive

#Suite 300

Irvine, CA 92618

View Map

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