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Seeking Diversity? Think Outside the Box
Organizations are waking up to the call for greater diversity, equity and inclusion (DEI), and middle-market companies and financial services firms are no exception.
In this episode, Cornelia Cheng, managing director of Western region investments for Brightwood Capital Advisors, and Rich Grant, director of business development for Northlane Capital Partners, discuss the importance of DEI and how firms can become more diverse and inclusive.
Cheng and Grant are both members of ACG’s DEI Task Force. They talk about the role of that group in driving change, and their own experiences benefiting from and contributing to DEI initiatives. They also share ways that businesses and individuals can contribute to diversity and inclusion, from rethinking hiring practices and what they look for in candidates, to investing in minority-owned businesses.
ACG’s DEI policy and resources, developed by the DEI Task Force, are available online here.
Orin Winick of Aspiriant on Trends in Wealth Management
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Orin Winick, national director of investment advisory for Aspiriant, spoke with MMG Editor-in-Chief Kathryn Mulligan about the uptick in entrepreneurs selling their businesses. Aspiriant provides investment, wealth management and family office services for clients, and Winick weighed in on what founders should consider as they look to exit their companies.
He also offered insight into some of the emerging trends in wealth management—from social impact investments to opportunities in the nascent cannabis industry.
Winick and Mulligan recorded this episode onsite at the annual ACG Los Angeles Business Conference, whose 2018 speaker lineup included Sir Richard Branson; Peter Guber, an entertainment executive, and owner of the Golden State Warriors and Los Angeles Dodgers; and John Hennessey, chairman of Alphabet. Winick serves as an ACG Los Angeles board member.
Chris Hebble of Houlihan Lokey on Accessing the Capital Markets
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This episode of the Middle Market Growth Conversations podcast features Chris Hebble, a managing director with investment bank Houlihan Lokey. He spoke with MMG Editor Kathryn Mulligan about how small and middle-market companies raise capital to grow, and he addressed common misconceptions about the process. He also weighed in on whether interest rates and tax reform will impact borrowing.
Hebble is the chairman of ACG InterGrowth 2018, and he spoke about the event’s valuable networking opportunities, which he’s benefited from as an attendee over the years.