Chartwell is pleased to announce Blackstone has successfully completed a minority equity investment in Salas O’Brien, a leading employee-owned engineering and technical services firm.

events

NCEO – Employee Ownership Conference

April 29, 2024 — May 1, 2024

Tampa, Florida

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Chartwell is a proud sponsor of this event!

Join us at this national conference focused on employee ownership, where our ESOP leaders will address important topics throughout the event.

Monday, April 29

  • Tina Langlois & Ashleigh Newlin – An Integrated Approach to Sustainable ESOP Ownership (Preconference)
  • Chris Staloch – How to Communicate with Stakeholders from the CFO Perspective (3:45pm)
  • Wil Becker – Advantages ESOPs Have in Acquisitions (3:45pm)

Tuesday, April 30

  • Collin Mayer – The CFO and the Board: Keys to a Strong and Effective Relationship (10:00am)
  • Greg Fresh & Matt Ewing – Developing Trends: Private Capital Investments in ESOP-Owned Companies (2:45pm)
  • Matt Keene & Katie Lind – ESOP Company Executive Compensation: Is It Different? (4:00pm)

Wednesday, May 1

  • Dan Kaczmarek – Debt Trends & Capital Markets Update (10:00am)
  • Ryan Graham – Thriving Through Time: Overcoming Benefit Level Hurdles in ESOP Maturity (11:15am)

Additional attendees: Tim Cleary, Michael Coppa, Steve Nelson, Chris Ham, Matt Dennison, Michael Fischer, Dan Uitti, Brittany Funk, Leah Prescott

Leadership Lounge Roundtables

We are excited to host expert-led roundtables in the Leadership Lounge – discussion topics coming soon!


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