CAPITAL STRUCTURE & LIQUIDITY OPTIMIZATION - A FRAMEWORK FOR APPROACHING DEBT FINANCING
Presenter: Drew Slocum, Senior Vice President & Senior Relationship Manager, Bank of America Merrill Lynch
This presentation will focus on Capital Structure & Liquidity Optimization - A Framework for Approaching Debt Financing. A treasury team has an important strategic role to play in advising the broader management team and board of directors around capital structure and liquidity needs for the business. This session will provide a framework that can be employed to create sound recommendations around capital structure and liquidity. Included in this framework are a foundation in corporate finance theory, metrics to benchmark, qualitative factors to weigh, and trade-offs between different financing alternatives to consider. The current financing market environment and common debt financing alternatives will also be discussed.
Drew Slocum is a Senior Vice President & Senior Relationship Manager in the Global Commercial Bank at Bank of America Merrill Lynch. Based in Milwaukee, Wisconsin, he is responsible for being a client advisor and delivering a comprehensive suite of financial solutions to middle market companies in the state of Wisconsin.
Prior to joining the relationship management organization, Drew was an International Banking expert responsible for advising on and designing international banking solutions for middle market multinational companies. Drew has spoken on international banking topics at numerous industry events around the country including the Wisconsin AFP Annual Conference and the Minnesota AFP Annual Conference. Drew joined Bank of America Merrill Lynch in 2006 after experience in Private Equity and Wealth Management.
Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm
Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert
Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.
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