Perspectives from the Top Quartile

Details

CBIZ has assembled experts who consult with Public Markets, Private Equity, and Venture Capital Investors for a multi-dimensional view of the forces that are likely to drive trends in 2024.

Our speakers for this webinar include:

Anna Rathbun


Anna Rathbun
Chief Investment Officer, Retirement & Investment Solutions, a practice of CBIZ Inc

 


Tom Bonney


Tom Bonney
National Leader, Financial Services Advisory


 


Jim Loughmiller


Jim Loughmiller
Senior Managing Director, IPO Readiness

 



Mark Coleman


Mark Coleman
Managing Director/National Co-Leader Transaction Advisory Services

Private Equity Advisory


 


 

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc. For important disclosures please click here