Adam Epstein, Third Creek Advisors
The faculty for the IPO Boot Camp has been announced. This group of emerging growth company finance experts will conduct a half-day interactive workshop for founders, officers and directors of pre-IPO and recently public micro-cap companies on April 29, 2:00-6:00 pm, with a reception to follow sponsored by the Swiss government in support of the Orphanbiotec Foundation.
The IPO Boot Camp is a must-attend program if your company is planning to go public or has recently completed a going-public event. Designed especially for officers and directors of recently public companies and of private companies contemplating on going-public transaction, the IPO Boot Camp is a practical, hands-on workshop focusing on the critical areas of focus necessary for a successful transition to publicly-traded status. Starting at the beginning, with an exploration
Jay Norris, Malone Bailey
of the reasons why companies choose to go public or stay private – and the different options for achieving public status, this four hour class will deliver insight and actionable tips on preparing for and executing a going public event, and navigating the post-public markets.
Join this series of four fast-paced, deep-immersion instructional sessions by top players in late-stage private and early-stage public company advisory, that will better prepare your company to go public, be public raise capital and thrive as a publicly-traded entity.
In one information-packed afternoon you’ll learn how to:
Jack Hogoboom, Lowenstein Sandler
♦ Know when the time is right for your company to enter the public markets.
♦ Examine the options to fully public status available to today’s emerging growth companies.
♦ Create a going-public plan with milestones bench-marked for success.
♦ Get your financials and revenues on track and bullet-proofed ahead of market scrutiny.
♦ Build and deploy your board to burnish your brand and reputation with investors.
Joe Balagot, Dawson James Securities
♦ Manage your investor relations to build liquidity and lower your cost of capital.
♦ Estimate your likely pricing and terms before you seek growth capital.
♦ Leverage your cap structure to achieve the greatest flexibility at the lowest cost.
♦ Approach negotiations with placement agents and investors.
♦ Manage your company’s market messaging.
Joe Lucosky, Lucosky Brookman
♦ Expand your options for success by positioning for both internal growth and acquisitions.
The IPO Boot Camp is open to all Expo presenting company executives and “full access” attendees. Individual workshop day-only tickets may also be purchased at the Expo registration page. Registration for the Boot Camp is only $295 and will be credited toward attendance at the Expo’s main session.
All Expo attendees are invited to the post-Boot Camp reception at 6:00 – 7:30 pm on Tuesday, May 29 to meet and greet the Boot Camp graduates. The Expo Welcome Reception is sponsored by the Swiss national government in support of
Ted Haberfield, MZ Group
the work of Dr. Frank Grossman, of the Orphanbiotec Foundation of Zurich. The Swiss Consul General, Mssr. Julius Anderegg, will introduce Dr. Grossman, who will offer a brief explanation of Orphanbiotec’s mission and work to develop and distribute treatments for rare diseases. Cocktails and hor d’vouerves will be served.
BOOT CAMP PROGRAM HIGHLIGHTS:
The Decision: Why Go Public and Why Now?
Why now? If not now, when? Why go public at all? New options for private company capital formation and liquidity. Considering an alternative public offering.
The Preparation: Building Your Story and Your Team
Lance Kimmel, SEC Law Firm
Earnings growth is the only thing. Addressing your capital structure. Technology and IP. Internal controls. The audit. Choosing independent directors. Assessing your legal and accounting representation. Hiring a banker instead of a brand.
The Execution: Is timing everything?
Testing the waters with a confidential filing. Setting goals for the roadshow. The new rules on investor communications. The difference between IR and stock promotion. EDGAR filing, stock transfer and the DTC. Engineering the Pop.
The Aftermarket: Managing the Company and the Stock
The two jobs of a public CEO: managing the company and managing the stock. Establishing your investor and media profiles. Market messaging of corporate announcements. Managing the Fade. Follow on financings. When a problem is a crisis.
