Event Details
When:
October 20, 2026 2:30 PM - 7:30 PM PDT
Where:
Add to Calendar
Overview
This exclusive forum designed for C-Suite and senior finance executives and service providers, examines middle market transaction activity and investment strategies and how the capital markets are impacting them. Capital market trends of three of Southern California’s most dynamic economic sectors will also be addressed in separate breakout sessions.
We begin with a panel of Chief Economists from three of the nation’s most prominent banks. Their discussion will focus on Capital Markets, M&A Transactions, and investment strategies, as well as on how the midterm election results will impact capital markets.
A series of concurrent, industry-specific breakout sessions follow – then a reception and networking.
- 2:30 pm – 3:00 pm – Registration/Networking
- 3:00 pm – 4:15 pm – Panel: Chief Economists
- 4:30 pm – 5:15 pm – Industry Breakout Panels
- Family Offices – Blueprint for Growth
- Aerospace & Defense – Baker Tilly
- Healthcare - Hardesty
- 5:30 pm – 7:00 pm – Reception & Networking