Life After an Exit: Lessons Learned from High Net Worth Entrepreneurs Who Sold Their Businesses
Join Barbara Roberts as she explores how entrepreneurs make a successful exit from their business. In her white paper titled Life After An Exit: How Entrepreneurs Transition to the Next Stage, she addresses how entrepreneurs successfully navigate this period. She will also address how investment managers can help clients navigate this unique time in their lives.
Hosted by CFA Society Boston’s Gender and Diversity Initiative and the Eastern Region CFA Societies
About the Speaker • Barbara B. Roberts
Barbara B. Roberts is entrepreneur in residence at Columbia Business School, former NY chair of Tiger 21, and speaker and writer about all stages of entrepreneurship and the economic progress of women. Previously, Ms. Roberts held senior positions in securities research, investment policy, and marketing at Blyth Eastman/Paine Webber and at Dean Witter. Before leaving Wall Street, she served as senior vice president and director of capital markets marketing at Dean Witter and was the first woman to serve on the firm’s board of directors. Ms. Roberts also served as president and CEO at FPG International now part of Getty Images and at Acoustiguide. Through her foundation, Fair Share, she has been especially active in the promotion of economic development for women worldwide, serving on many boards and helping start many not-for-profits. Ms. Roberts is a past president of the Financial Women’s Association of New York and helped found the New York Women’s Agenda and the New York Women’s Foundation. She also served as chair of the Federal Reserve Bank of New York’s Small Business and Agricultural Advisory Committee and as a member of the Suffolk County NY Planning Commission. Ms. Roberts is the author of three whitepapers about entrepreneurs: Life after an Exit, The Owner’s Journey, and Women’s Entrepreneurial Journeys. Ms.
Lunch will be served at this event.
Hyatt Regency Boston
One Avenue De Lafayette
Boston, MA 02111
Description:Members: $40 Non- Members: $70