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Print PageFounders Circle 2007
September 19-21, 2007 – Pinehurst Resort, Pinehurst, NC
WEDNESDAY EVENING COCKTAIL/DINNER RECEPTION
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THURSDAY MORNING BREAKFAST
THURSDAY MORNING PRESENTATIONS
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Welcome!
Jeff Moore – President, Matrix
"Update on Current Business Trends in China"
Mark Lerner – Morgan Evan & Co.
Panel Discussion: "Wealth Management: An Insiders View
of the Current US Economy and Stock Markets"
Randy Cone, UBS
Aaron Gurwitz, Lehman Bros.
Ash Rajan, Merrill Lynch
Moderator: Bill Weirich,
Managing Director, Matrix
"Matrix Update"
Bill Kerkam, Vice President
"Matrix Case Study Analysis"
Bryan Johnson, Vice President
"Market Update"
Rob Mason, Director
"Energy Case Study Analysis"
Tom Kelso, Managing Director
THURSDAY MORNING NETWORKING
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THURSDAY AFTERNOON GOLF & TENNIS
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THURSDAY EVENING COCKTAILS & DINNER
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FRIDAY MORNING BREAKFAST & PRESENTATIONS
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"Sale/Leasebacks - Financial
Solutions for the Middle Market"
Mark Carroll, STAG Capital
"Wrap Up"
