NYIC/IFA Northeast Joint Program & Luncheon
SHARK TANK WORKSHOP

Tuesday, October 21, 2014
Arno’s Ristorante
11:00am – 3:00pm

There will be 3 lively interactive sessions where Factoring and Financing Alternatives (including equity) will be discussed. Please join us for an EDUCATIONAL and FUN program! Additional details to follow.

Presentation 1: Tier 1 (Company with Sales of $50MM to $100MM)
Car-flip is a leading, technology-driven vehicle acquisition company seeking a fully secured revolving line of credit as well as junior capital to fund both current operations and growth strategies. The Company is well-positioned within its industry, offering a unique, online and scalable car buying platform.

MC: Evan Blum, Principal, GlassRatner Advisory & Capital Group LLC
Presenter: Neil Gupta, Vice President, SSG Capital Advisors, LLC
Bidders: Andrew Hettinger, Senior Managing Director of Originations, Crystal Financial
Joe Miller, Executive Vice President, Hilco Global
Christopher O'Connor, Executive Vice President, Chief Credit and Administration Officer, Salus Capital Partners
Ken Wendler, Chief Credit Officer, CIT

Presentation 2: Tier 3 (Company with Sales $5MM to $15MM)
How to Create a Financing Solution for The Rapidly Growing Company?

Come one, come all to hear how factoring, asset-based lending, purchase order financing and even an equity player bid on providing a funding solution using various structuring alternatives to assist this rapidly growing licensee of consumer products.

Our panel of bidders and the company presenter will weigh in on the strategic options to create a winning solution for the Shark (or Sharks?) but more importantly for the Company in order to meet its growing sales and profit opportunities.

MC: Paul Shur, Partner, Windels Marx Lane & Mittendorf, LLP
Presenter: Richard Simon, Partner, Mandelbaum Salsburg
Bidders: George Hansen, Managing Director, Corporate Finance, Dominick & Dominick LLC
Barry Karen, First Vice President, IDB Bank
Stuart Rosenthal, Executive Vice President, Prestige Capital Corporation
Paul Schuldiner, Managing Director - Business Development, King Trade Capital

Presentation 3: Distressed Company (Company with Sales ($10MM to $35MM)
A formerly distressed services company has turned around and is now profitable and growing.
To finance the growth, should they use factoring services, or an asset based lender?
Or should they quickly sell the real estate to take advantage of a bank discount?
Or should they get out now and sell the business?

What would you do?
Come to this session and find out the advantages and disadvantages of each strategy.

MC: Esther DuVal, Lead Managing Director, CBIZ
Presenter: Nick Jalowski, Founder & Managing Director, Cambridge Financial Services
Bidders
: Neville Grusd, President, Merchant Financial Corporation
Sonny Jumani, Managing Member, Tulfra Real Estate
Jennifer Palmer, President, Gerber Finance Inc.
Lisa Stern, Managing Director, The DAK Group

AGENDA:shark
11:00am -11:30am Registration & Networking
11:30am -12:20pm Presentation #1
12:30pm - 12:50pm Lunch
12:50pm - 2:00pm Presentation #2
2:00pm - 3:00pm Presentation # 3

1.0 CPE available per Session

*This event is not affiliated with any TV show or similar branding that may exist outside of NYIC.


Please contact NYIC at 917-338-7000 or www.instituteofcredit.org to learn more about sponsorship opportunities and other membership benefits
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