The End of the Cycle? What Indicators You Should Pay Attention to

GREATER NASHVILLE CHAPTER EVENT

The End of the Cycle? What Indicators You Should Pay Attention to


9+ years into the economic recovery following the Global Financial Crisis, the question on everyone’s mind more than ever is when the next down turn will arise.   We will explore what you should be paying attention to that may offer clues about when the cycle will turn.

 

Learning Objectives:

  • Indicators to pay attention to in order to signal the next downturn
  • Potential impact on privately held businesses
  • Ways to aid clients as they prepare for economic change

 

About the Presenter:

Learn from industry expert, David C. Wells Jr, CFA, Principal and Portfolio Manager, Woodmont Investment Counsel.

Meet the Presenter

 

Thanks to our Sponsors:

This meeting will be held at the Bradley Arant Boult Cummings Law Offices.

Address: Roundabout Plaza, 1600 Division Street, Suite 700 Nashville, TN 37203

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPINashville.org.

About the Presenter


David C. Wells Jr

David C. Wells Jr

CFA, Principal and Portfolio Manager, Woodmont Investment Counsel

Meet David C. Wells.

Having joined Woodmont in May of 2016, David works closely with families and institutions at the intersection of investment, strategy and governance. He possesses nearly 15 years of experience in the financial services industry, in a variety of capacities including as the founder of a long-short hedge fund and as a senior equity analyst. Additionally, he is a Chartered Financial Analyst (CFA) charter holder.

David brings a comprehensive perspective in his work with multi-generational families having completed executive education course work on Family Business Governance at Northwestern University’s Kellogg School of Management and is a 21/64 Certified Advisor, a unique designation focused on working with multigenerational families. David currently serves as Chairman of the Board for a single family Private Trust Company where he works closely with a multigenerational family on long-term wealth planning.

David has served in a broad range of governance roles. He currently serves as Vice Chairman of the Board of Nashville Classical Charter School and as Treasurer of Traveller’s Rest Historic Home. An Eagle Scout, David is a magna cum laude graduate of Wake Forest University. He was recognized in 2017 as one of Nashville’s Forty under Forty.Shea Wood is Vice President, SBA Product Specialist for First Tennessee Bank, a role she assumed in November 2015. For the past three years Shea has led the efforts in increasing SBA sales across the footprint. She brings extensive expertise to the relationship managers across all markets to support bank-wide strategies in SBA Lending.

Wood has more than 12 years of banking experience, with the majority of her career working in Commercial Credit.  She has spent time in both consumer and commercial credit groups, and was most recently a Credit Officer for a Community Bank. She also spent time as a SBA calling officer.  The mix between a calling officer and credit officer, gives her great insight to help explain the benefits of all lending products to different types of businesses.

Wood has grown the SBA Lending efforts at First Tennessee Bank to 3rd in the Top 10 Lenders by Loan Volume in the State of Tennessee ending FY 2018.  She also was a Diamond Circle recipient for 2017.

She is a 2004 graduate of The University of Alabama where she majored in Marketing.  She now resides in her hometown of Franklin, Tennessee.  Wood also serves on the Alumni Board at Battle Ground Academy.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Hour (pending)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.