ASA/BVA Annual Capital Markets Panel & Luncheon
Co-sponsored by the
Chicago Chapter of the American Society of Appraisers
and the
Business Valuation Association
Thursday, January 18, 2024
ASA and BVA Member “Early Bird” (by 1/8/2024) – Rate: $75.00
Non-member “Early Bird” (by 1/8/2024) – Rate: $100.00
After 1/8/2024 – Regular Rate: $125.00 for all
LOCATION: Union League Club of Chicago
Floor Heritage Room, 2nd
65 West Jackson Boulevard
Chicago, Illinois 60604
TIME: 11:30 a.m. – 12:00 p.m. Registration and Networking
12:00 p.m. – 1:45 p.m. Luncheon, Presentation
TOPIC: Annual Capital Markets Update – Panel Discussion
SPEAKERS: Jeffrey McNamara - Kroll
Jason Lersch - Capital Group
Jeffrey McNamara
Jeff McNamara is a Managing Director in the M&A Advisory practice at Kroll and Deputy City Leader of the Chicago office.
Jeff specializes in executing mergers and acquisitions (M&A), private placements and other corporate finance mandates as a member of the firm’s Diversified Industrials M&A practice. Jeff’s clients have included publicly traded, private equity sponsored and family-owned businesses across a range of industries, including niche manufacturing, specialty distribution and industrial services.
Prior to joining Kroll, Jeff worked at Lincoln International, where he advised private equity firms, hedge funds and other financial institutions in the valuation of illiquid and complex assets. He also advised on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts and restructurings. Jeff started his career in investment banking at Renaissance Capital Group, advising on middle-market merger and acquisition transactions. Managing Director, William Blair & Company
Jason Lersch
Jason Lersch is a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services. Capital Group, the organization that delivers the American Funds, is a 92-year-old privately held investment firm that has been entrusted with over Two Trillion in assets. As a Private Wealth Advisor, Jason helps individuals, families and family offices gain confidence in their financial goals and objectives today and for generations to come. He spearheads a coordinated approach across the economic and capital market spectrum and works with specialists who manage various aspects of clients’ planning needs. Prior to joining Capital Group in 2015, Jason was a Senior Vice President at Northern Trust – primarily in the Global Family Office practice.
Please Note: After 1/8/2024, payment at the door will be $125.00 in cash or by check for both members and non-members.
Attendance at this program may entitle qualified participants to 2.0 hours of continuing professional education credit from the ASA, IBA, NACVA, AICPA and ICPAS. Credit may also be available from CBA, CFA and CFP for certain relevant topics. Please check with these organizations for verification.
Co-sponsored by the
Chicago Chapter of the American Society of Appraisers
and the
Business Valuation Association
Thursday, January 18, 2024
ASA and BVA Member “Early Bird” (by 1/8/2024) – Rate: $75.00
Non-member “Early Bird” (by 1/8/2024) – Rate: $100.00
After 1/8/2024 – Regular Rate: $125.00 for all
LOCATION: Union League Club of Chicago
Floor Heritage Room, 2nd
65 West Jackson Boulevard
Chicago, Illinois 60604
TIME: 11:30 a.m. – 12:00 p.m. Registration and Networking
12:00 p.m. – 1:45 p.m. Luncheon, Presentation
TOPIC: Annual Capital Markets Update – Panel Discussion
SPEAKERS: Jeffrey McNamara - Kroll
Jason Lersch - Capital Group
Jeffrey McNamara
Jeff McNamara is a Managing Director in the M&A Advisory practice at Kroll and Deputy City Leader of the Chicago office.
Jeff specializes in executing mergers and acquisitions (M&A), private placements and other corporate finance mandates as a member of the firm’s Diversified Industrials M&A practice. Jeff’s clients have included publicly traded, private equity sponsored and family-owned businesses across a range of industries, including niche manufacturing, specialty distribution and industrial services.
Prior to joining Kroll, Jeff worked at Lincoln International, where he advised private equity firms, hedge funds and other financial institutions in the valuation of illiquid and complex assets. He also advised on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts and restructurings. Jeff started his career in investment banking at Renaissance Capital Group, advising on middle-market merger and acquisition transactions. Managing Director, William Blair & Company
Jason Lersch
Jason Lersch is a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services. Capital Group, the organization that delivers the American Funds, is a 92-year-old privately held investment firm that has been entrusted with over Two Trillion in assets. As a Private Wealth Advisor, Jason helps individuals, families and family offices gain confidence in their financial goals and objectives today and for generations to come. He spearheads a coordinated approach across the economic and capital market spectrum and works with specialists who manage various aspects of clients’ planning needs. Prior to joining Capital Group in 2015, Jason was a Senior Vice President at Northern Trust – primarily in the Global Family Office practice.
Please Note: After 1/8/2024, payment at the door will be $125.00 in cash or by check for both members and non-members.
Attendance at this program may entitle qualified participants to 2.0 hours of continuing professional education credit from the ASA, IBA, NACVA, AICPA and ICPAS. Credit may also be available from CBA, CFA and CFP for certain relevant topics. Please check with these organizations for verification.