Austin, Texas 2019 Association Executives Institute March 29 – April 1 PROGRAM

Total Page:16

File Type:pdf, Size:1020Kb

Austin, Texas 2019 Association Executives Institute March 29 – April 1 PROGRAM Austin, Texas 2019 Association Executives Institute March 29 – April 1 PROGRAM Official Sponsor of the 2019 Association Executives Institute 1 Welcome to Austin! Visit NAR’s Resource Table for tools and resources to help you communicate the value of membership! JW Marriott — 3rd Floor Foyer Stop by to learn more about these exciting programs! Association Resource Packet 2019 Orientation Resources Commitment to Excellence ® at the REALTOR Store Access NAR’s Orientation Give your members Save 10% on REALTOR® Store Toolkit, including the a competitive advantage purchases, including the 2019 new member video, with C2EX, a new Association Resource Packet, and learn about the program that empowers which includes 50 copies each of Online Orientation REALTORS® to evaluate, the Top Benefits fl yer and Catalog National Module. enhance and showcase of Member Resources. nar.realtor/orientation their high level of professionalism. store.realtor/resource C2EX.realtor GET INVOLVED Caring for communities and advancing the industry are key parts of the ® mission. Learn more about REALTOR NAR’s community outreach 2 0 1 9 programs and committees. T H E V A L U E GET SUPPORTED ® is committed to providing NAR advocates every day for federal, OF NAR MEMBERSHIP ® membership. state, and local policy initiatives that protect your ability to do business and The National Association of REALTORS strengthen Americans’ ability to own, members with opportunities and resources to enhance professional skills buy, and sell real property. And, access risk management advice and maximize earnings. Explore the power of REALTOR and information. GET AHEAD Expand your knowledge and explore Consumer Ad Campaign new interests with publications, research reports, advanced training programs, and web tools covering a variety of topics and specialty areas. GET CONNECTED NAR builds innovation in the industry by investing in companies that are transforming real estate. NAR also GET NOTICED provides hundreds of opportunities Be known as your community’s expert Hear about the new nationwide to meet, build relationships, with marketing and technology ® ® and exchange ideas from with across fellow solutions, including professional REALTORS the country. GET EMPOWERED property reports, content for social media marketing, and customer Your NAR membership gives you the handouts. right to use the globally recognized ® brand, which represents Center for REALTOR Financial Wellness REALTOR ® ethics and expertise. NAR provides resources and campaigns to help®. the public understand the value of “That’s Who We R ” working with a REALTOR GET SAVINGS Help your members achieve fi nancial Your membership pays for itself with savings and special offers on personal consumer advertising insurance, vehicles, technology, marketing resources, shipping, computers, car rentals and many more personal and business-related needs. to explore key benefits security with this robust online program nar.realtor/membership campaign materials for Scroll through and ensure you’re getting the most from your membership experience. members and associations, created specially to meet the fi nancial and pick-up a free poster planning needs of REALTORS®. for your offi ce. fi nancialwellness.realtor .realtor™ + .realestate ThatsWhoWeR.realtor Top Level Domains Learn how your members can power their real estate business ® with .realtor™ and .realestate top- REALTOR Safety level domains—designed to support Download safety them and everything they do. resources to share get.realtor with your members, and apply for a 2019 REALTOR® Safety Reimbursement Grant. nar.realtor/safety 2 Dear Fellow Association Executives, On behalf of the entire AE Institute Advisory Board, welcome to Austin, Texas – the “Live Music Capital of the World!” We couldn’t be more excited about what’s in store for you over the next few days. The Advisory Board and NAR staff team has been hard at work for the past nine months planning exciting professional development sessions and Welcome to creating fun, engaging activities for you to enjoy. We are committed to delivering an enhanced attendee experience at this year’s event! The future of the real estate industry and our ability to continually deliver exceptional member value is fully dependent on our collective ability to innovate and collaborate. That’s why we are introducing a Austin! brand-new session track called “Innovation and Collaboration.” In this CONTENTS track you’ll learn: how your peers are leveraging technology innovations to enhance member experiences; how your members can capitalize on global real estate opportunities through your association; how different Association Executives Visit NAR’s Resource Table for tools and resources brokerage business models impact the market and your members; and Institute Advisory Board 4 much, much more. NAR Pavilion 4 to help you communicate the value of membership! Congratulations 2018 RCEs! 5 JW Marriott — 3rd Floor Foyer We are also offering exciting sessions on the topics you’ve come Special Events At-A-Glance 6-7 to expect at AEI, like leadership and professionalism, association AE Fundamentals Sessions 8 governance, communications and advocacy, member engagement and customer service. For those newer AEs, or seasoned AEs who 2019 AEI App 8 Stop by to learn more about these exciting programs! want a refresher, we have the “AE Fundamentals” track to sharpen your Educational and Special Events 9 foundational knowledge, and we’re bringing back a live Legal Update AE Institute Programming Tracks 11 with NAR General Counsel Katie Johnson. Association Resource Packet 2019 Orientation Resources Commitment to Excellence Daily Schedule 11-18 at the REALTOR® Store Access NAR’s Orientation Give your members AEI Silent Auction 17 Save 10% on REALTOR® Store Toolkit, including the a competitive advantage And, for the first time, you’ll hear directly from members about how AEs new member video, with C2EX, a new purchases, including the 2019 can best serve them at our featured Broker Panel discussion facilitated Guide to Sponsor’s Products Association Resource Packet, and learn about the program that empowers and Services 20-22 which includes 50 copies each of Online Orientation REALTORS® to evaluate, by Stefan Swanepoel. We’re also thrilled to bring you our keynote the Top Benefits fl yer and Catalog National Module. enhance and showcase speaker, Kat Cole, COO and President of FOCUS Brands North America of Member Resources. nar.realtor/orientation their high level (think Cinnabon, Auntie Anne’s Pretzels, Jamba Juice) to provide insight of professionalism. store.realtor/resource on what it takes to lead successful teams, drive innovation and growth, C2EX.realtor GET INVOLVED lead with the heart, and sustain excellence. Caring for communities and advancing the industry are key parts of the ® mission. Learn more about REALTOR NAR’s community outreach 2 0 1 9 programs and committees. T H E V A L U E GET SUPPORTED ® is committed to providing NAR advocates every day for federal, OF NAR MEMBERSHIP ® membership. state, and local policy initiatives that protect your ability to do business and The National Association of REALTORS strengthen Americans’ ability to own, members with opportunities and resources to enhance professional skills buy, and sell real property. And, access risk management advice and maximize earnings. Explore the power of REALTOR and information. GET AHEAD Expand your knowledge and explore Consumer Ad Campaign new interests with publications, research reports, advanced training programs, and web tools covering Registration Hours a variety of topics and specialty areas. We’d like to give a special ‘shout out’ to the Texas REALTORS®’ GET CONNECTED NAR builds innovation in the industry by investing in companies that are transforming real estate. NAR also GET NOTICED provides hundreds of opportunities Be known as your community’s expert Hear about the new nationwide to meet, build relationships, with marketing and technology ® ® and exchange ideas from with across fellow solutions, including professional REALTORS the country. GET EMPOWERED property reports, content for social media marketing, and customer Your NAR membership gives you the handouts. outstanding commitment and support of AEI. When you see them in right to use the globally recognized ® brand, which represents Center for REALTOR Financial Wellness JW Grand Ballroom Foyer, Level 4 REALTOR ® ethics and expertise. NAR provides resources and campaigns to help®. the public understand the value of “That’s Who We R ” working with a REALTOR GET SAVINGS Help your members achieve fi nancial sessions and in the halls, please go out of your way to thank them. Your membership pays for itself with savings and special offers on personal consumer advertising insurance, vehicles, technology, marketing resources, shipping, computers, car rentals and many more personal and business-related needs. to explore key benefits security with this robust online program Thursday, March 28 5:30 p.m. – 8:30 p.m. nar.realtor/membership campaign materials for Scroll through and ensure you’re getting the most from your membership experience. members and associations, created specially to meet the fi nancial ® Friday, March 29 7:30 a.m. - 5:30 p.m. and pick-up a free poster planning needs of REALTORS . We hope you are as excited as we are to be in Austin and to learn from for your offi ce. fi nancialwellness.realtor and have fun with hundreds of your peers from across the country! Saturday, March 30 7:30 a.m. – 5:30 p.m. .realtor™
Recommended publications
  • Andrew Filev Founder & Chief Executive Officer
    ​www.wrike.com Andrew Filev Founder & Chief Executive Officer Andrew founded Wrike in 2006 after realizing the challenges organizations faced in scaling due to the limitations of collaborating through email and spreadsheets. His vision became to provide modern work teams with collaboration tools that make them more productive than they thought possible. Since its inception, Andrew has led Wrike from budding startup to one of the fastest growing providers of collaboration and project management solutions. Under his leadership, the company has been consistently recognized for its excellent product, tremendous growth and top-rated work environment. In 2017, Wrike was named one of the fastest growing tech companies in North America by Deloitte for the third straight year and was also tabbed a top workplace by the Bay Area News Group for the third consecutive year. In 2016, the company was named a leader in Enterprise Collaborative Work Management by Forrester Research. As a business leader, Andrew's insights on entrepreneurship, productivity and the future of work have been featured in leading business publications including Forbes, Entrepreneur, Inc Magazine and The New York Times. He also an accomplished speaker, having led talks at numerous business and tech conferences including the Project Management Institute Global Conference, Web Summit, CeBIT and Montgomery Summit. Barrett Foster Chief Revenue Officer Barrett drives revenue generation, managing Wrike's sales force and governing sales strategy and execution. He collaborates with Wrike’s marketing and customer success teams to ensure sales processes are optimized for scalable, repeatable revenue. Prior to joining Wrike, Barrett led global sales for BrightEdge, where he continuously scaled and evolved revenue strategies in response to the explosion of growth in their market.
    [Show full text]
  • EMEA FS Weatherbys
    Snapshot of key global Commercial, Digital & Marketing appointments October 2016 - January 2017 Americas FS and is on the board for Charter Communications. ran digital transformation and technology. He replaces Miguel Angel Rodriguez-Sola who joins technology John Donovan is appointed CEO of Bizfi. The Americas Non-FS company in Spain. payments veteran has previously spent 20 years with David Godsman becomes Chief Digital Marketing Josephine Verine becomes Marketing COO of MasterCard and co-founded Lending Club. Officer at Coca Cola. Formerly he was at Bank of America Lombard Odier. She was formerly at Chanel where Fabio Fontainha becomes Head of Consumer where he was SVP, Head of Emerging Payments & she was MD of Haute Couture. She will be based in Banking for the Association of Southeast Asian Nations Commerce. Geneva. (ASEAN) region of Citigroup. Formerly he was Head of Rob Roy becomes Chief Digital Officer at Sprint. Marc Graveney becomes Chief Digital Officer at Citi's Consumer and Commercial banking business in Formerly he was at Comcast where he was SVP - Digital London & Capital. Formerly he was at MBA IT where Latin America. Revenue. he was CTO and Head of IT roles. Jennifer Wilson becomes Chief Digital Officer at Atif Rafiq becomes SVP President IT and Chief Anita Kimber becomes Director of Channel Hancock Whitney Bank. She was formerly at BBVA Digital Officer (CDO) at Volvo Cars. Formerly he was at Development & Innovation at Nationwide. Formerly she Compass where she was EVP - Multi Channel Planning & McDonald's where he was Chief Digital Officer. He was at EY. Administration. replaces Klas Bendrik who will assist with the transition Steve Zuanella becomes Chief Digital Officer at RSA.
    [Show full text]
  • In Addition to Making New Contacts, I've Learned a Lot
    2017 CHIEF SALES EXECUTIVE ANNUAL FORUM AT THE MONARCH BEACH RESORT, DANA POINT, CA NOVEMBER 8-10 Alexander Group’s Annual Forum ties together the leadership, strategy and operations themes of the other 2017 Chief Sales Executive (CSE) Forum events into a single conference. Our theme, “Go-To-Customer Mandate: Align Finding ways to deliver the right messages to the Resources. Unlock Revenue,” builds on two basic right customers is the Go-To-Customer Mandate. premises: It means translating marketing strategy into impactful sales action. This is what successful sales • Markets don’t buy anything, customers do organizations do well. But getting it right is not • Growth depends on finding customers who value easy. It demands answers to three crucial questions. what you sell GO-TO-CUSTOMER MANDATE Product Marketing Sales Service Development CUSTOMERS MESSAGES RESOURCES Strategy Action Delivery Strategy Who and where What do customers What mix of jobs is are they? care about? needed to persuade and serve them? Sales leaders bring their go-to-customer mandate misaligned product messages into compelling to life by aligning historically disconnected customer value with improved outcomes. resources (Sales Operations, Field & Product Marketing, Partners, Service, Outside Sales, All while enabling a sales organization that can and Inside Sales). Collectively, they forge a new target the right resources to deliver the right value breed of precision team that can transform tired, to the right customer. “ In addition to making new contacts, I’ve learned a lot I didn’t know before, and I’ve been given a lot to think about to take back to my company.
    [Show full text]
  • Speaker Bios (406.56
    Bios Laura Brett and writing and reporting honors from the Society of Professional Journalists and the Laura Brett is a staff attorney at the National Associated Press. He recently conducted Advertising Division of the Advertising Self- a study that focused on credibility in brand Regulatory Council, which is part of the journalism, published by Journalism and Council of Better Business Bureaus. Since Mass Communication Quarterly, for which she joined NAD in April 2012, Ms. Brett he received the University of Alabama’s has handled a variety of cases involving Outstanding Research award in 2013. advertising in potentially deceptive formats, reviewing the adequacy of disclosures in digital formats, including native advertising. Michelle De Mooy Ms. Brett’s article, “Publishers − And Michelle De Mooy is Senior Associate for Marketers − Must Meet Ethical Standards in National Priorities with Consumer Action, Native Advertising: Both Have Responsibility a national nonprofit that empowers under- to Ensure Consumers Aren’t Deceived” was represented consumers to assert their rights published in Advertising Age in June 2013. in the marketplace and prosper financially. Previously, Ms. Brett specialized in litigation Her work focuses primarily on enhancing matters in her own private practice and at consumer privacy online by advancing pro- Willkie Farr & Gallagher. consumer policy and legislation, and by building dialogue between industry and Jamie Cole other stakeholders to create innovative technology solutions. Ms. De Mooy sits on Jamie Cole is Creative Director for the advisory board of the Washington, D.C.- Advanced Content/Red Barn Media Group in based think tank, the Future of Privacy Forum. Birmingham, Alabama. He is a 20-year media She also has prior experience in managing veteran with extensive experience in custom corporate communications, brand advertising, publishing and brand journalism.
    [Show full text]
  • The Book of AI Trends 2021
    Customers always come first, regardless of technology Overview Artificial intelligence is constantly evolving and gaining a lot of prominence across industry verticals. The challenges brought on by the COVID-19 crisis has further accelerated the adoption of AI across companies, both big and small. To understand the current state of artificial intelligence and know what this emerging technology means to industry leaders, we reached out to 100+ industry experts for their AI Rohit Maheshwari, predictions for 2021. We consolidated their insights to create this eBook of AI trends Head of Products and Strategy 2021 that covers: CrunchMetrics ✓ The top predictions for the application of AI in 2021 ✓ The main roadblocks faced when it comes to AI adoption ✓ Tips and suggestions for firms on the path of AI adoption Artificial intelligence is constantly evolving We hope you enjoy reading this eBook and find the forecasts helpful in understanding the business implications of AI, especially in the new year. AI will become part of everything, and you'll hardly notice. By the time we hit 2022, AI will finally have entered the mainstream. The pandemic introduced countless new digital touchpoints for B2C and B2B Marco Casalaina, companies alike, which means there's more data than ever before. SVP of Product Management Businesses and consumers will have more of an understanding of what and GM of Einstein, Salesforce AI can do to reduce human errors, create more intelligent experiences, and generally make people's lives easier. This is where AI shines, and why it is here to stay as the unifying force behind all key technology advances serving employees and customers.
    [Show full text]
  • Versus Systems Appoints David Spiegel to Its Advisory Board Versus Tabs Senior Sales Executive from Buzzfeed, Vox, to Join Ad Sales Team
    6701 Center Drive West, Suite 480 Los Angeles, CA 90045 WWW.VERSUSSYSTEMS.COM Versus Systems Appoints David Spiegel to its Advisory Board Versus tabs senior sales executive from Buzzfeed, Vox, to join ad sales team LOS ANGELES, August 21, 2020 -- Versus Systems, Inc. (Versus) (CSE:VS) (OTCQB:VRSSF) (FRANKFURT:BMVA) has appointed David Spiegel to its advisory board effective August 1, 2020. Spiegel is a dynamic executive with an extensive track record of developing and implementing unique and effective marketing programs for a wide range of media enterprises and their partners. He has spent the past decade in leadership positions at some of the most well-regarded publishers. In Spiegel’s most recent role as head of sales at New York Media (publisher of New York magazine), he led a complete business transformation, enabling the merger with Vox Media, where he served as vice president of sales. Prior to New York Media, Spiegel was the chief revenue officer at Inverse, a tech and science publisher of content targeted to Generation Z that was acquired by Bustle Digital Group. He was also the senior vice president of sales and brand strategy for CNN's “Great Big Story,” online column, helping to launch the brand and build its monetization strategy and team. Earlier in his career, Spiegel was a founding member of BuzzFeed’s sales team and held leadership roles during his tenure there, including vice president of brand strategy and partnerships and vice president of branded video strategy. “Having David, an experienced media executive with a proven track record in transforming businesses, join our advisory board is an important step forward for Versus,” said Matthew Pierce, founder and CEO of Versus.
    [Show full text]
  • Marketing Moves 2016: Q3 – Q4
    Trends and Moves Marketing Moves 2016: Q3 – Q4 2 Marketing Turnover Continues to Increase; Approaching Gender Parity in CMO Appointments To better understand current trends in the appointment and turnover of marketing officers, Russell Reynolds Associates tracked and analyzed 177 notable, publicly-disclosed marketing-leadership moves in the second half of 2016. KEY FINDINGS ɳ Record turnover continues. The year 2016 saw the highest level of marketing-leader appointments and turnover since Russell Reynolds Associates began comprehensively tracking all major appointments four years ago. 177 marketing-leader appointments were recorded in Q3-Q4, after 173 in Q1-Q2. This compares to 134 and 147 in the same periods of 2015, respectively. ɳ Gender diversity takes a leap. A record 47 percent of marketing-leadership appointments were women during Q3-Q4 2016. Women have typically accounted for 40 percent of these appointments in the past. ɳ External hires continue to increase. The majority of publicly reported chief marketing officer appointments continues to be external hires. The final two quarters of 2016 saw the highest proportion yet, at 74 percent. Healthcare companies exhibited the greatest tendency to recruit an external marketing leader, in 90 percent of appointments, followed by technology companies, at 88 percent. ɳ Outsiders in healthcare and industrial. Both continued a strong and persistent trend of appointing marketing leaders from outside their respective industry, with 78 percent and 67 percent, respectively, of their marketing- leader appointments pulling talent from outside the industry in Q3-Q4. The consumer industry provided the highest number of cross-industry hires into the healthcare industry, at 57 percent.
    [Show full text]
  • 2020 Sample Delegate List
    2020 SAMPLE DELEGATE LIST COMPANY NAME JOB TITLE 23 Capital CEO AEG Executive Vice President, Global Partnerships AFC Bournemouth Commercial Director Amazon Head of Sports EU, Prime Video Amazon Web Services Enterprise Account Manager Arsenal FC Head of Content AS Roma Digital Media Manager Aston Villa Head of Data and Insight ATP Media CTO AVL Racing Director of Motorsports BBC Sport Head of Radio and Digital Brentford FC CEO British Gymnastics Commercial Director British Horseracing Authoriy Head of IT British Volleyball Federation President BT Sport Head of Commercial Sports Rights Cardiff City FC Head of TV & Video Chelsea FC Head of Digital Platforms City Football Group Head of Operations Development Comcast EVP/COO DAZN Group Chief Business Development Officer DFL Digital Sports GmbH CEO Discovery VP Digital Content Strategy EFL (English Football League) Head of Digital Eleven Sports COO England Golf Marketing & Communications Director ESL Chief Executive Officer ESPN Commercial Director, EMEA European Tour Head of Content Eurosport SVP Technology and Operations Everton Football Club Chief Financial and Commercial Officer FC Barcelona Marketing Director Facebook Sports Partnerships Formula E Head of Insight Formula One Managing Director - Commercial Operations Fulham FC CEO GB Boxing Chief Executive Google Industry Manager, Sports & Fashion Hookit Chief Revenue Officer IBM Chief Strategy Officer ICC Men’s Cricket World Cup 2019 Managing Director Intel Sports Managing Director International Paralympic Committee Digital Media Manager
    [Show full text]
  • Jamie Adams Chief Revenue Officer Scorpion Valencia, CA Howard Alexander VP Enterprise Sales
    BIA/Kelsey ENGAGE ATTENDEE LIST as of Thursday, 5/12/16 Jamie Adams Howard Alexander John Allan Chief Revenue Officer VP Enterprise Sales - NorthEast Chief Executive Officer Scorpion DatabaseUSA Sensis Valencia, CA Omaha, NE Melbourne, AUST Melissa Andringa Michael Anhuth Rui Assunção Director Platform Reseller Sr. Product Manager, SEO CCO xAd, Inc. DexMedia Ndrive Navigation Systems SA New York, NY Greenwood village, CO Leça do Balio, Shawn Baird Cody Baird Joshua Baker VP President Videographer milkmen milkmen Vendasta Austin, TX Austin, TX Saskatoon, Canada Greg Barr Jay Bean Grace Beauseigneur Managing Editor CEO CMO American City Business FreshLime buzzmark Journals Alpine, UT Arlington, VA Austin, TX Celia Bell Kelly Benish Yann Besancon Business Certified Mentor; VP VP of Business Development Sales Director Community Development BIA Kelsey Acquisio SCORE Charlotte, NC Brossard, CANADA Austin, TX Jeff Biesman Julien Billot Erin Bittner VP Customer Acquisition & CEO Digital Media Account Retention YPG Manager YP, LLC Verdun, Canada Soleo Denver, CO Victor, NY Michael Boersen Mike Boland Caitlin Boodro Chief Executive Officer Chief Analyst & VP Assoc. Strategy and Decision Yellow Pages Group Limited BIA/Kelsey Support Auckland, San Francisco, CA Constant Contact Waltham, MA BIA/Kelsey ENGAGE ATTENDEE LIST as of Thursday, 5/12/16 Randall Bourgeois Ron Braunfeld Colleen Brewer Director, Marketing and Lead VP business development President, Founder Generation Practice pingup Brewer & Co. Whitepages Boston, MA Austin, TX Seattle, WA Cody
    [Show full text]
  • View Recent Searches
    TRACK RECORD Recent Completed Searches Board bKash Mobile Banking Board of Directors Blue Yonder Predictive Analytics Board of Directors BMI Healthcare Health Care Systems Board of Directors Elgin Traffic Management Chairman Equals Group Mobile Banking Board of Directors Fox Factory ATV & Off-Road Vehicles Board of Directors Healthcare at Home Home Healthcare Services Board of Directors LevelAccess Web Accessibility Solutions Board of Directors Metrasens Metal Detection Chairman MIRACL Authentication & Encryption Chairman Mopar Part Service & Customer Care Chairman Octopus Investments Tax Efficient VCTs, EIS, IHT Solutions Non-Executive Director Peninsula Open Space Trust Land Protection Board of Directors Phase One Digital Camera Manufacturer Chairman Sigma Components Tier 2 Aerospace Manufacturing Chairman Sun Hydraulics Hydraulics Board of Directors UltraSoC Semiconductor Design Automation Board of Directors Finance/G&A Altimetrik Digital Transformation Chief Financial Officer Apartment List Apartment Rental Marketplace Chief Financial Officer Azuga Fleet & Vehicle Telematics Chief Financial Officer BlueVine Online Lending Chief People Officer Carbon 3D Printing Chief Financial Officer Ciklum Software Engineering Solutions Chief Financial Officer Dominion Marine Media Online Marketplace VP, Human Resources Enfusion Investment Management Software Chief Human Resources Officer Everlane Online Retail Platform Chief People Officer Gobble Food Online Marketplace Chief Financial Officer GoodData Business Intelligence Chief Financial Officer
    [Show full text]
  • Lower Middle Market. Higher Expectations
    94% 400+ $11.6 billion Lower middle market. Higher expectations. deals as lead/ transactions closed commitments co-lead arranger issued to date Twin Brook Capital Partners is a direct lending fi nance company focused since Q4 2014 inception on providing cash-fl ow based fi nancing solutions to private equity-owned companies with EBITDA between $3 million and $50 million, with an emphasis on companies with $25 million of EBITDA and below. Learn more at www.twincp.com. THEMIDDLEMARKET.COM NOVEMBER/DECEMBER 2019 JUST BUY IT. Retail relies intensely on tech for everything from predicting what customers want to delivering orders quickly. The current trend is to fi nd a company that offers what’s needed – and acquire it CV1_MAJ1119.indd 1 11/1/19 10:48 AM WHAT’S THE DEAL WITH DUANE MORRIS? THAT NAME KEEPS POPPING UP MORE AND MORE AS DEAL COUNSEL Representative Private Equity, M&A and Financing Deals $750 MILLION $110 MILLION $1.6 BILLION $292 MILLION Sale of leading private Acquisition of Memcor® All-stock merger - largest Secondary fundraise label oral care company, ultrafiltration and U.S. public cannabis for Europe’s most Ranir Global Holdings, to membrane biofiltration deal to date - with MPX valuable fintech startup NYSE-listed Irish pharma technologies from Evoqua Bioceutical Corp. (CSE: TransferWise Ltd., representing growth manufacturer Perrigo for Water Technologies Corp MPX) for Canadian-listed for capital investor $447.5 MILLION $250 MILLION $361 MILLION $2.585 BILLION Senior secured PIK Reverse takeover of Investment into Covetrus, Senior secured revolving credit facility with toggle notes and Series Lineage Grow Company Inc., a combination of a Bank of America as A convertible preferred (CSE: BUDD) for California spinout of Henry Schein, administrative agent to Axar Capital for cannabis company FLRish, Inc.
    [Show full text]
  • Results (66).Xlsx
    Query Results Tuesday August 31, 2021 ‐ 535 records First Name (CoLast Name (Contact) Job Title (Contact) Organization (Contact) Jeff Aana SVP, Director of Originations United Business Bank Brian Adams Director Lument Shahin Adeli SVP Debt & Structured Finance CBRE Capital Markets, Inc. Kyle Albers AVP, Sales Manager Income Property Lending Axos Bank Lisa Alberti Vice President Western Alliance Bank Ray Allen First Vice President Marcus & Millichap Capital Corporation Nicholas Alston Senior Vice President Bellwether Enterprise Jack Alvarez Associate Director Lument Alan Amici Vice President Core Advisory Partners Christian Andersson Director MetLife Investments Joseph Andrada Senior Vice President Sunrise Mortgage & Investment Company Neil Archibald SVP ‐ Business Development Nova Group, GBC Ed Arzomand Associate Director ‐ Debt Origination MetLife Investments Jason Aubrey Principal PlattPointe Susan Avakian President Heart of Lending Bethany Bailey Grace Executive Vice President CBRE Capital Markets, Inc. Jason Baker EVP, Commercial Real Estate, Western Region Pacific Western Bank Jean Baker Managing Director LoanCore Capital, LLC Todd Barnett Originator Wells Fargo Real Estate Capital Markets Chris Barry Chief Revenue Officer CREtelligent Vin Basa VP Tower Capital, LLC Tyler Beauregard Director Concord Summit Capital Gary Bechtel Chief Executive Officer Red Oak Financial Aaron Beck Vice President NorthMarq Scott Beck Commercial Mortgage Loans Eagle Realty Group Steve Beck Director Westcap Corp. Ben Beckstead Senior Vice President Money360, Inc Doug Beiswenger Owner, LBG Real Estate Companies, LLC LBG Real Estate Companies, LLC Steve Belleville Director of Sales & Marketing Redwood Mortgage Gene Belli Executive Vice President AEI Consultants Tom Belsanti Regional Manager ‐ Midwest Red Oak Financial Brandon Bemis VP, Sr. Commercial RE Loan Officer Union Bank Benjamin Benditson Vice President CBRE Capital Markets, Inc.
    [Show full text]