The Global Economy and How it Affects Exit Planning

GREATER LOS ANGELES CHAPTER EVENT

The Global Economy and How it
Affects Exit Planning


The presenters will discuss the state of the global economy, credit cycles, indicators and what to expect pre and post election.  Additionally, they will discuss how this might impact business owners who are contemplating the exit or transition of their business.

 

Learning Objectives

  • Understand the state of the US economy and which indicators matter
  • Discuss the state of the M&A cycle
  • Understand the state of the current credit cycle
  • Discuss how business owners may be impacted

 

About the Presenter:

Learn from industry expert, Max Sasso, Senior Vice President and Portfolio Specialist for Capital Group Private Client Services.

Meet the Presenter

 

Thank you to our Sponsor:

This meeting will be held at Capital Group Private Client Services.

Address: 11100 Santa Monica Blvd., 16th Floor, Los Angeles, CA 90025

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.EPILosAngeles.org.

About the Presenter


Max Sasso

Max Sasso

Senior Vice President and Portfolio Specialist for Capital Group Private Client Services

Meet Max Sasso.

Max Sasso is a Senior Vice President and Portfolio Specialist for Capital Group Private Client Services. Prior to joining our organization in 2019, Max spent more than 22 years with City National Rochdale Investment Management (previously known as City National Asset Management).  During his tenure at City National, he has served as an Equity Analyst and most recently as a Senior Portfolio Manager.  Max holds a B.A. from the University of California, Los Angeles, and an M.B.A. from Columbia Business School and the University of California, Berkeley, Haas School of Business. He is also a member of the CFA Society of San Francisco and the CFA Institute.

Max is based in our San Francisco Office.

 

 


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) MCLE credit

One (1) CPE hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).