January 23, 2018, Houston, TX
BDO Board of Director's Forum
Middle Market Capital Formation

We invite you to attend our exclusive Board of Directors Forum. This event hosted by BDO USA, LLP features a group format providing a platform for Executives and Board Members to discuss hot topics currently impacting their corporate governance roles. 

Unlike for large public companies, capital formation for middle market companies is a minefield for the unwary. Varying degrees of trading liquidity, equity research coverage, and C-Suite and director experience often lead to equity capital market transactions that are sometimes needlessly dilutive. Our impressive panel of Adam Epstein of Third Creek Advisors and Sanjiv Shah of Simmons & Company International, Energy Specialists of Piper Jaffray will bring seasoned buy-side and sell-side perspectives to the issue in order to facilitate a robust, informative, and interactive debate.

We hope that you will join fellow directors to engage with our panelists and each other.

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January 24, 2018, Dallas, TX
BDO Board of Director's Forum
Middle Market Capital Formation

We invite you to attend our exclusive Board of Directors Forum. This event hosted by BDO USA, LLP features an intimate group format providing a platform for Board Members to discuss hot topics currently impacting their corporate governance roles. 

Unlike for large public companies, capital formation for middle market companies is a minefield for the unwary. Varying degrees of trading liquidity, equity research coverage, and C-Suite and director experience often lead to equity capital market transactions that are sometimes needlessly dilutive. Our impressive panel of Adam Epstein of Third Creek Advisors and Julie Silcock of Houlihan Lokey’s Southwest Investment Banking will bring seasoned buy-side and sell-side perspectives to the issue in order to facilitate a robust, informative, and interactive debate.

We hope that you will join fellow directors to engage with our panelists and each other.

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December 11, 2017, Los Angeles, CA
BDO Board of Directors Forum
Middle Market Capital Formation

We invite you to attend our exclusive Board of Directors Forum. This event hosted by BDO USA, LLP features an intimate group format providing a platform for Board Members to discuss hot topics currently impacting their corporate governance roles.

Unlike for large public companies, capital formation for middle market companies is a minefield for the unwary. Varying degrees of trading liquidity, equity research coverage, and C-Suite and director experience often lead to equity capital market transactions that are sometimes needlessly dilutive. Our impressive panel of Adam Epstein of Third Creek Advisors, Craig DeDomenico of Stifel Financial Corp, and Joe Volman of Burns & Levinson will bring seasoned buy-side and sell-side perspectives to the issue in order to facilitate a robust, informative, and interactive debate.

We hope that you will join fellow directors to engage with our panelists and each other.
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October 10, 2017, Boston, MA
BDO Board of Directors Forum
Middle Market Capital Formation

We invite you to attend our exclusive Board of Directors Forum. This event hosted by BDO USA, LLP features an intimate group format providing a platform for Board Members to discuss hot topics currently impacting their corporate governance roles.

Unlike for large public companies, capital formation for middle market companies is a minefield for the unwary. Varying degrees of trading liquidity, equity research coverage, and C-Suite and director experience often lead to equity capital market transactions that are sometimes needlessly dilutive. Our impressive panel of Adam Epstein of Third Creek Advisors, Craig DeDomenico of Stifel Financial Corp, and Joe Volman of Burns & Levinson will bring seasoned buy-side and sell-side perspectives to the issue in order to facilitate a robust, informative, and interactive debate.

We hope that you will join fellow directors to engage with our panelists and each other.
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October 1-4, 2017, National Harbor, MD
Global Board Leaders' Summit

The 2017 Summit served as the premier event for global corporate boards' exchange of best practices, identifying new and nascent trends and addressing timely and critical challenges. NACD's 17,000+ members are board directors at the world's top companies—nearly all of the Fortune 500—as well as directors of numerous small-cap companies; large, private companies; and leading-edge start-ups.

The National Association of Corporate Directors’ (NACD) Global Board Leaders’ Summit is the largest and most important director forum in the world, where the greatest minds in governance convene to take on the largest issues facing today’s boardrooms and collectively discover the future of exemplary board leadership.

See full information here.

March 22, 2017: The Four Seasons Palo Alto
Board of Directors Forum
Middle Market Capital Formation: A Breeding Ground for Unique Boardroom Issues

We would like to invite you to attend our exclusive Board of Directors Forum. This quarterly series presented by BDO USA, LLP features an intimate group format providing a platform for Board Members to discuss hot topics currently impacting public companies.

Unlike for large public companies, capital formation for middle market companies is a minefield for the unwary. Varying degrees of trading liquidity, equity research coverage, and c-suite and director experience conspire to create equity capital market transactions that are sometimes needlessly dilutive. Our impressive panel of Adam Epstein of Third Creek Advisors and Seth Rubin of Stifel Financial Corp. will bring seasoned buy-side and sell-side perspectives to the issue in order to facilitate a robust, informative, and interactive debate.

We hope you will join your fellow public company directors to engage with our panelists and each other.

JAN 19, 2017: BDO Webinar
Small Cap Boards – Realities and Strategies for Capital Structuring

Smaller company board of directors face different risks and challenges than those of larger company boards – this may be particularly true when it comes to sourcing capital needs to fund growth, expansion, and operations. External participants who add to the complexity and yet directly impact funding decision-making by management and the board include investors, bankers and attorneys. Join BDO for a lively session that explores considerations for small cap boards as presented from these three differing perspectives which focus on the realities of resource-constrained organizations and outline strategies for obtaining capital when needed.

See more at: https://www.bdo.com/events/small-cap-boards-realities-and-strategies-for-ca#sthash.guE4lMhB.dpuf

JAN 18, 2017: NASDAQ Entrepreneurial Center, San Francisco, CA
Smarter Growth Really Starts In The Boardroom

Entrepreneurs at all stages are encouraged to join board expert and former institutional investor, Adam J. Epstein, for an engaging discussion on how to re-imagine corporate oversight from an investor's perspective and avoid the pitfalls of many high growth companies that have recently been in the news.

SEP 22, 2016: MicroCap Leadership Summit, Chicago, IL
5 Things I Wish I Knew About Corporate Boards When I Was An Institutional Investor

Adam J. Epstein answers a great question:  “What have you learned from advising scores of pre-IPO boards and small public companies that you wish you knew when you were co-managing a small-cap special situation hedge fund?”

SEP 17, 2016: Global Board Leaders Summit, Washington, DC
Board Committee Forum: Small Cap

Small-cap companies – and their boards- face unique challenges that require unique tools and insights. Led by subject-matter experts and seasoned directors from both  mico- and larger small-cap companies, this session will discuss board priorities and best practices tailored specifically to small-cap companies. This forum will help navigate through different stages of growth, industry, product life cycles, the board’s outlook, composition, and the changing priorities of small-cap companies.

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