SOMERSET, NJ – On February 26th, 2014, Jonathan Stearns, Managing Director of Stearns Associated Partners, LLC, a strategic consulting and transaction advisory firm, moderated a CFO Studio Executive Dinner Series meeting. The event was\ held at Capital Grille in Manhattan and was attended by some of the tri-state area’s top CFOs, finance executives and professionals. Attendees gathered around a table of steak and seafood to discuss the pressing topic of “Debt and Equity in the Middle Market: Uncertainty, Opportunity and Preparation.” The evening was hosted by Real Estate Strategies Corporation and sponsored by Lowenstein Sandler and Rothstein Kass.
The peer-to-peer exchange of ideas led to some lively debate. Some of the insights shared last night included: who should really be in charge of capital strategies – the board, the CEO or the CFO; the process of determining financial needs and timing; investment bankers vs. private equity; and whether or not too much cash is a good thing.
An article detailing this discussion will appear in the 2nd Quarter 2014 issue of CFO Studio magazine.
The next CFO Studio Executive Dinner Series meeting will be held tonight at Highlawn Pavilion in West Orange, NJ. The topic will be “CFO to CEO: The Next Natural CFO Progression” moderated by Irv Rothman, President and CEO of HP Financial Services. Tonight’s Executive Dinner Series meeting will be sponsored by Robert Half. The following Executive Dinner Series meeting will be held on March 13th, 2014. Hugh Welsh, President and General Counsel of DSM North America. Will moderate a discussion on “General Counsel to President: The Next Natural Progression.” This event will be held at Blue Morel in Morristown. Attendance to these events will be limited. To request an invitation, please contact Lorenz.Capalad@CFOstudio.com or phone: 732-868-0000 x118.
About Lowenstein Sandler
Lowenstein Sandler is a leading provider of transactional, litigation, and bankruptcy and creditors’ rights legal services to many of the country’s top companies and funds. Close to 300 lawyers in our New York, New Jersey and California offices immerse themselves in our clients’ industries in order to deeply understand their businesses. We are characterized by our passion for our clients’ success, our commitment to our people, and our pro bono and public interest work in the communities that we serve.
About Rothstein Kass
Rothstein Kass, a sponsor of the CFO Studio Executive Dinner Series, is one of the world’s most trusted assurance, tax and advisory firms serving leading businesses, business owners, institutions and individuals in the U.S. and abroad. With more than 1,000 dedicated employees in 10 offices, Rothstein Kass combines market-leading expertise with decades of real-world experience and collaboration. For more than five decades, Rothstein Kass has helped its clients achieve the highest levels of performance, prosperity and security. Visit www.rkco.com.
About CFO Studio
CFO Studio and CFO Studio Magazine deploy the best of new and traditional media to promote finance executives as business and strategy thought-leaders. Andrew Zezas is the host of CFO Studio and the Publisher of CFO Studio Magazine.
Visit www.CFOstudio.com to watch interviews with New Jersey area CFOs, with new releases every Thursday morning at 10:00 AM EST!
To read stories that have appeared in CFO Studio Magazine, or for subscriptions and advertising opportunities, visit www.CFOstudio.com.
Funding for CFO Studio and CFO Studio magazine is provided by Real Estate Strategies Corporation and select advertisers.
Real Estate Strategies Corporation provides corporate real estate advisory and transaction services to CFOs, General Counsels, Management, and corporate Boards in New Jersey and around North America.