Meet our Speakers
Union Bank is pleased to invite you to this special presentation titled Perspectives: New Challenges and Opportunities for Business Owners. During this informative session, we’ll explore some of the trends and outlooks that will impact businesses in our post-COVID world.
Topics will include:
• Macroeconomic growth trends for businesses
• Digital transformation accelerates across the economy, and it's not just ecommerce.
• The current outlook for the real estate market and how it will impact business owners
Felix Leslie
Head of Commercial Banking
Corporate Advisory
MUFG Union Bank
Felix delivers an investment banking, advisory approach to clients by partnering with relationship managers and engaging in strategic and capital structure discussions. Prior to joining Union Bank, Felix was based in MUFG’s New York office as a member of the Corporate Advisory Group focused on financial sponsor coverage.
Virtual Event Details
Date: Thursday, March 25, 2021
Time: 1:00 - 2:30 p.m., (PST)
Register Now
Will you be joining the discussion?
Brandon Quartararo
Head of Digital Media
Intrepid Investment Bankers1
Brandon is focused on originating and executing mergers and acquisitions and raising capital across the Digital Media sector with specific expertise within the content, media and entertainment, digital marketing, loyalty and agency sectors. Prior to joining Intrepid, he served as Director at Digital Capital Advisors (DCA), a digital-focused investment bank.
Featuring
Bita Ardalan
Head of Commercial Banking
Union Bank
Moderated by
Steve Sherline, CFP®
Private Wealth Management
Executive, Union Bank
Leo Feler
Senior Economist
UCLA Anderson Forecast
Leo Feler joined the UCLA Anderson School of Management and the UCLA Anderson Forecast in 2020. He is responsible for the U.S. macroeconomic forecast. Prior to joining UCLA, Leo worked in management consulting at Cornerstone Research and Boston Consulting Group.
Questions: If you have any questions, we’re here to help.
1 Investment banking services offered by Intrepid Investment Bankers LLC, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the Certified Financial Planner™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements
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