FEI Dallas Manufacturing/Distribution CFO Series


Registration for this meeting is closed.  For event information or registration issues, contact Eric Holleman at [email protected].

Financing in the Face of Rising Interest Rates

To manage growth and achievement of other business objectives in a period of rising interest rates, it’s increasingly relevant for companies to understand the various forms of capital that are available in the market.
Jeremy Burge, Managing Director, Group Head-Syndicated & Leveraged Finance, Texas Capital Securities
Barrett Lidji, Partner, Northaven Capital Partners
Chris Halloran, Senior Vice President, PGIM Private Capital

LEARNING OBJECTIVES

Participants will gain better understanding of the differences between traditional bank financing products, including secured and unsecured debt, as well as products offered by non-bank direct lenders, mezzanine finance lenders, and minority equity partners.   

REGISTRATION

Open to FEI Dallas Chapter members, and non-members with executive roles in the Manufacturing/Distribution sector. Please register by Monday, February 20th.
 

SCHEDULE

4:30-5:00 p.m. Check-in and Networking
5:00-5:30 p.m. Hors d’oeuvres & Cocktails
5:30-6:45 p.m. Program and Q&A | 1.5 CPEs

LOCATION

Whitley Penn Office (1st Floor)
8343 Douglas Ave.
Dallas, TX 75225
 

STRATEGIC INVESTORS

RHSB
Texas Capital Bank
Whitley Penn
 

CPE CREDIT

CPE credit is available online via FEI’s CPE Center to both FEI members and non-members.  You will need to log in to the CPE Center using the same login credentials associated with your event registration.  If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
 
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for information. 
 

CANCELLATION

To cancel a reservation, contact Nancy Ehlers at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 
 

CHAPTER CONTACT

Nancy Ehlers
FEI Dallas Chapter Event Support | CPE Manager
C: 973.903.5068
[email protected] | www.feidallas.org


Speakers

Mr. Jeremy Burge

Managing Director, Group Head - Syndicated & Leveraged Finance
Texas Capital Securities

Mr. Chris Halloran

Senior Vice President
PGIM Private Capital

Mr. Barrett Lidji

Partner
Northaven Capital Partners

Credits

1.50 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.