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Milestone Advisors, LLC is pleased to be participating in the following speaking engagements. Please contact Joan Morgulec with any inquiries.
EVENT DETAILS
Mortgage Bankers Association of America Accounting, Tax and Financial Management Conference
Topic of discussion:
Mortgage Company Valuation and Acquisition Analysis: Recent trends, valuations and outlook
Location: Roosevelt Hotel, New Orleans, LA
Panel Members: Jeffrey M. Levine, John Cibinic
Managing Director: Jeffrey M. Levine
66th Annual Commercial Finance Association Convention
Topic of discussion:
Financing and Capital for Entrepeneurial Lenders and Factors: Today's market, industry trends, valuations and outlook.
Location: Sheraton Chicago Hotel, IL
Moderators: Mark Hafner
Panel Members: Tim Stute, Steve Hawkins, Jim Murray, Andrea Petro, Jeff Settembrino
Managing Director: Timothy Stute
Mortgage Bankers Association of America Southwest Secondary Marketing Conference
Topic of discussion:
State of the US Mortgage Banking M&A Market: Today's market, industry trends, valuations and outlook
Location: Marriot Waterway, Houston TX
Moderators: Gil Lopez
Panel Members: Jeffrey M. Levine, Michael P. Lau
Managing Director: Jeffrey M. Levine
CFA, Spring Connections Conference 2009
Topic of discussion:
Liquidity Issues: Debt & Equity Options in the Down Cycle
Given the state of the economy and the credit markets, lenders are facing the same challenges as their clients, finding a source of capital to fund their operations. Join this discussion on various methods that lenders can use to fund their companies.
Location: Palm Beach Gardens, FL
Moderators: Michael Monk, Mng. Dir., Amerisource
Panel Members: Andrea Petro, Exec. V.P., Wells Fargo Foothill, Tim Stute, Managing Director, Milestone Advisors
Managing Director: Timothy Stute