Archive | April 2015

Friday April 24, 2015 6:00PM- Achievers, Smart, Intriguing, Connected… Mix, mingle and learn…

Friday April 24, 2015 6:00PM- Achievers, Smart, Intriguing, Connected… Mix, mingle and learn… Pictured…

The Urban Financial Services Coalition 9th Annual Economic Strategic Summit DOES A LOT MORE than present a expert real world economic update roundtable:

You get the opportunity to DIRECTLY connect PERSONALLY with thought leaders after they come off the stage!

Meet one of our panelists for Fridays event:

Mr. Keith Spears.

Mr. Spears is a Managing Director with Transom Capital Group. Prior to Transom Capital, Mr. Spears was a founder of Legacy Equity Advisors, a boutique private equity
fund-of-fund and co-invest advisory firm. Mr. Spears was also a Vice President at Hamilton Lane and co-managed its Golden State Investment Fund, a $550 million private
equity separate account fund-of-fund/co-investment fund managed exclusively on behalf of CalPERS, the largest U.S. public pension.

Mr. Spears has worked on over 100 transactions and investments that range from $1.0 million to well over $10 billion in size. He has led the due diligence effort on
over 50 fund and investment opportunities and he has generated top quartile performance. Mr. Spears is also a former investment banker at Goldman Sachs and Credit
Suisse First Boston.

Mr. Spears received his JD from Yale Law School, an MBA from Stanford Graduate School of Business, and his BA from Brown University.

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THE SUMMIT IS MORE THAN NETWORKING… IT IS INFLUENCE… RSVP NOW AT http://www.eventbrite.com/e/urban-financial-services-coalition-9th-annual-economic-summit-tickets-16151202682

Food, beverage, music, raffle prizes. Mix, mingle and learn at the Union Bank Historic Museum Branch.

Students free.

Business attire required.

Our expert panelists ALSO include:

Cathy Adams, President CDA Consulting, NC100BW, B.A., Mass Communications, Jackson State University

David Jackson, SVP, SBA Lending Group, Bridge Bank, MBA University of Michigan

Steve Peterson, Broker/Owner Infinity Investments, President, Associated Real Property Brokers (Realtists), Member – Certified Commercial Investment Institute, San Jose State University

Thomas Thomas, CFA, Owner Thomas T Thomas Consulting & Thomas T Thomas Vineyards, MBA University of Cincinnati

Enjoy food, beverage, music, raffle prizes.

When is the last time you learned game-changing information and had fun too?

RSVP NOW AT http://www.eventbrite.com/e/urban-financial-services-coalition-9th-annual-economic-summit-tickets-16151202682

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Now!

“Your decisions are only as good as your contacts… get in here!” Friday April 24, 2015 6:00PM- Mix, Mingle and Learn…

The Urban Financial Services Coalition Annual Economic Strategic Summit DOES A LOT MORE than give a expert financial briefing roundtable:
A few examples:
At the 2014 Summit, a student got a lead at the Summit on a college grant source.
At the 2013 Summit, a Entrepreneur connected at the Summit with a major newspaper who did a large feature story on that Entrepreneur’s business.
At the 2012 Summit, a displaced IT exec met decision makers from a Financial Services company at the Summit and was hired by them
within 2 months into a senior position.

Food, beverage, music, raffle prizes. Mix, mingle and learn at the Union Bank Historic Musuem Branch.

Our expert panelists include:

Cathy Adams, President CDA Consulting, B.A., Mass Communications, Jackson State University

David Jackson, SVP, SBA Lending Group, Bridge Bank, SBA Lending Group, MBA University of Michigan

Steve Peterson, Broker/Owner Infinity Investments, President, Associated Real Property Brokers (Realtists), Member – Certified Commercial Investment Institute

Keith Spears, Managing Director, Transom Capital Group, Yale Law School, Stanford Graduate School of Business

Thomas Thomas, CFA, Owner Thomas T Thomas Consulting & Thomas T Thomas Vineyards, MBA University of Cincinnati

Food, beverage, music, raffle prizes.

RSVP NOW AT http://www.eventbrite.com/e/urban-financial-services-coalition-9th-annual-economic-summit-tickets-16151202682

Union Bank – Historic Museum Branch 400 California St San Francisco, CA 94104

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Business priorities PLEASE CLICK SHARE!

Please CLICK SHARE!

“Their priority: Keep you producing. Our priority: Enhance your life and increase your productivity.” UFSC

-See you at the Atlanta Federal Reserve June 4-6, 2015!

Cutting edge Financial Services sessions regarding: Administrative, Career Development, Diversity, Entrepreneurial Strategy, Production, Regulatory, Technology and more.

RSVP now at Urban Financial Services Coalition Annual Summit:
http://www.ufscnet.org/?page_id=2230

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