Navigating the Investment Journey: Strategies for Success in Acquiring Capital in Challenging Economic Times

Thursday, June 15, 2023

6:00 p.m. - 8:30 p.m.


Ziad K. Abdelnour

Moderator, Chairman & Founder of the Financial Policy Council

Aaron Smith

Cofounder, Canam Private Equity

Raoul Davis

CEO of Ascendant Group Branding

Bret Siarkowski

Founding General Partner of Softeq Venture Fund and Venture Studio

Alex Polkovsky

Principal, Canam Private Equity

Navigating the Investment Journey: Strategies for Success in Acquiring Capital in Challenging Economic Times

You are cordially invited on behalf of the Financial Policy Council’s Board of Directors, to our next Financial Policy Council power summit featuring a panel discussion about navigating the Investment Journey: Strategies for Success in Acquiring Capital in Challenging Economic Times. You don’t want to miss this thanks to our Event Sponsors Canam Private Equity, Softeq Venture Fund and the Ascendant Group.

TOPIC: Navigating the Investment Journey: Strategies for Success in Acquiring Capital in Challenging Economic Times

DATE: Thursday, June 15, 2023

TIME: 6:00 pm – 8:30 pm

LOCATION: The Penn Club of New York City, 30 W. 44th St, New York, NY 10036 at the Tarnopol Room

 

EVENT SYNOPSIS

Join us for an engaging and insightful event where we explore the dynamic world of dealmaking and capital acquisition in today’s challenging business landscape. Our expert panelists, including prominent players from venture capital, private equity, and private credit markets, will share their practical insights and strategies for successfully navigating due diligence and securing capital for new or existing businesses.

Some of the most salient topics that will be discussed:

The Changing Landscape of Capital Acquisition: Explore the macro-level uncertainties and gatekeeper hurdles that businesses face in the current economic climate and learn how to adapt your approach to secure funding.

Deal Structuring and Negotiation: Gain practical tips on structuring deals that appeal to investors and learn negotiation techniques to maximize your chances of success.

Due Diligence Best Practices: Understand the importance of thorough due diligence and learn how to effectively prepare and present your business to potential investors. Discover the key factors that investors consider during the due diligence process.

Investment Trends and Opportunities: Stay updated on the latest investment trends in venture capital, private equity, and private credit markets. Explore emerging sectors and industries that are attracting investor attention.

Building Investor Relationships: Learn how to cultivate and maintain strong relationships with investors. Discover effective strategies for networking, pitching, and building trust with potential capital providers.

Alternative Funding Sources: Explore alternative funding options beyond traditional venture capital and private equity. Gain insights into crowdfunding, angel investing, and strategic partnerships that can fuel your business growth.

Regulatory and Legal Considerations: Understand the legal and regulatory landscape surrounding capital acquisition. Learn about compliance requirements and potential pitfalls to avoid during the dealmaking process.

Success Stories and Lessons Learned: Hear from experienced entrepreneurs and industry experts who have successfully raised capital for their businesses. Gain inspiration and learn from their valuable experiences and lessons.

SPECIAL NOTE: Mr. Abdelnour will be signing up his latest book “Start-Up Saboteurs: How Incompetence, Ego, and Small Thinking Prevent True Wealth Creation” to be provided all for FREE.

Moderator:

Ziad K. Abdelnour  is Founder, President & CEO of Blackhawk Partners, Inc. a private “family office” in the business of originating, structuring & acting as equity investor in strategic corporate investments.

Founder & Chairman of the Board of the Financial Policy Council ; a 501 (c) (3) non-profit organization designed to give its select group of supporters the opportunity to have direct face-to-face dialogue with the nation’s quintessential power brokers and policymakers

Author of the bestselling book “Economic Warfare: Secrets of Wealth Creation in the Age of Welfare Politics” and of the upcoming book ” Startup Saboteurs: How Incompetence, Ego, and Small Thinking Prevent True Wealth Creation” to be published in Summer 2019.

Mr. Abdelnour has over 30 year experience on Wall Street backing over 125 companies & serial entrepreneurs worth in aggregate over 20 billion dollars in the private equity, high yield bond and distressed debt markets.

He holds a MBA in Finance Summa Cum Laude from the Wharton School of Business at the University of Pennsylvania & BS in Economics, Summa Cum Laude, from the American University of Beirut

Today, Mr. Abdelnour continues to be featured in hundreds of media channels and publications every year and is widely seen as one of the top business leaders by millions around the world.

He was just recently been featured as one of the 500 Most Influential CEOs in the World.  Source: Top 500 Most Influential CEOs Powerlist (2015)”Richtopia. 24 December 2015 along with one of the Top 10 Disruptors to Watch Out for in 2023 by LA Weekly.

The Panelists:

Aaron Smith is a seasoned business expert with over 25 years of experience in finance and various sectors. He has owned businesses, consulted with clients, and served in senior management positions.

Starting in Calgary, Alberta, Canada, Aaron has financed, invested in, and sat on the board of investment acquisition businesses. He has also grown business finance structuring, investment banking, and private equity firms for many private clients, including those who served in the White House, U.S. Senators and governors, and top-level global executives.

In 2012, Aaron co-founded Canam Private Equity, which has become his major focus. He has played a pivotal role in expanding the firm’s reach and turning it into the successful international firm it is today, while also pursuing other interests.

Throughout his career, Aaron has developed a reputation as a resident expert in private equity and finance. He has an unparalleled track record of success in these fields, which has allowed him to advise clients across industries on their business strategies and financial decisions.

In his current role as a resident expert in private equity and finance, Aaron draws upon his extensive experience to provide invaluable insights to clients. He is passionate about helping businesses achieve their full potential and has an unwavering commitment to delivering value and driving growth.

Overall, Aaron’s diverse experience, extensive knowledge, and commitment to excellence make him a sought-after advisor and respected leader in the business world.

Raoul Davis helps businesses increase their top line revenue. Known as one of the world’s foremost experts on CEO branding. Davis helps CEOs increase their visibility with their target audience and become recognized industry experts.

He is a regular contributor for Forbes and Ascendant is a Founding Member of The Forbes Agency Council for Top PR and Advertising Firms in the world.

Davis has provided commentary on small business issues for the likes of Fox Business, Fortune, Huffington Post, Success Magazine, The Chicago Tribune, and Inc.

At Ascendant, Davis has built a private executive client list that has included the likes of fortune 50 executives, retired athletes, and CEOs of mid-market companies across the U.S., China, Europe, and The Middle East.

Under his leadership, Ascendant has generated for several of its clients receive invitations for White House sponsored events, secure significant business deals, national book deals, attain sizable social media growth, design award winning web sites, successfully execute brand strategies, and garner national TV, print, and online media.

Bret Siarkowski is a seasoned entrepreneur with over 25 years of experience initiating and leading technology companies in the design and application of innovative market-demanded solutions, as well as creating new markets. His extensive experience spans the mobile app, video, gaming, artificial intelligence / machine learning, healthcare, software, medical device, and semiconductor industries. He is a founding General Partner of Softeq Venture Fund and Venture Studio. He is a founding managing partner of MedScience Venture Capital and is an active LP in Boston Seed Venture Capital and serves on the board of several technology companies. Mr. Siarkowski is an angel investor and advisor for several startup companies. Mr. Siarkowski holds a Bachelor of Science in Electrical Engineering from Northeastern University in Boston, MA and a Master of Science in Electrical / Computer Engineering from the University of Southern California in Los Angeles, CA. He also is the holder of several patents that cover hardware, IoT, AI/ML and software and industries.

Alex Polkovsky is an accomplished senior executive, corporate VC & investor, portfolio manager and mid-market operator with over 22 years of full business cycle experience across a variety of North American asset-based industries. With a core focus on Real Estate Development/Acquisitions and Management, EPCM, Energy & Utilities, Technology Start-ups and Manufacturing Sectors, he has been widely exposed to all facets of deal making strategies and successful investment management techniques across a broad spectrum of historical projects, investments and initiatives.

Since joining Canam Private Equity in 2019 as a principal, recent focus has been on globally expanding the corporate footprint of the firm beyond North America and building mutually beneficial international relationships in a diverse set of industries, with like-minded and aligned partners. He spends most of his active business hours engaged on cutting-edge, innovative and scalable deals, investment structuring, portfolio optimization strategies and ensuring the continuity of a balanced level of growth and investment yields in anticipation of ever-changing market forces.

Professionally, Alex is an alumnus of the REDI Foundation, University of Alberta, Canadian Securities Institute, Corporate Finance Institute, Canadian Construction Association, Alberta Enterprise Group and Canada Green Building Council, as well as an alumnus of over 20 non-profit and for-profit organizations in various capacities, ranging from Board-level involvement to volunteering and mentoring.

Business Attire Required – Open Bar – Hors d’oeuvres served.

Ticket Info:

Registration Deadline: Monday June 12, 2023 (space is limited)

Registration fee: $50.  Please register in here

Location:  The Penn Club of New York, 30 W 44th St, New York, NY 10036 at the Tarnopol room