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Colorado Chapter In-Person Event | Let Us Raise Some Capital Smartly - Securing Capital is Both an Art and a Science!
Wintrust Bank Office Down Town Denver
1125 17th St. 2nd Floor
Denver, CO 80202
Tuesday, June 04, 2024, 4:30 PM - 6:30 PM MDT
Category: Colorado

Let Us Raise Some Capital Smartly - Securing Capital is Both an Art and a Science!

Overview

Do you struggle accessing capital to grow your business? Mid-market funding for private companies is necessary for new businesses to get their feet on the ground and for established businesses to grow. Funding options for private companies are numerous. However, with each choice comes various risks and stipulations leading to success.

As board directors and executives entering Q3, these panelists offer an opportunity to contemplate a myriad of steps to a successful raise, including security regulations, debt, or equity funding, and identifying risks throughout the fund-raising process.

We would like to extend our appreciation to our sponsor for this event, Wintrust Bank. Additionally, the Association for Corporate Growth has collaborated on the content and members of both ACG and PDA are welcome! 

Agenda

Networking:       4:30-5:00 pm
Program:           5:00-6:00 pm
Networking:       6:00-6:30 pm

Parking

Parking will be available in the building parking garage for a fee, or on-street parking is available. 

Registration

$20 PDA Member Registration Rate
$50 Non-Member Registration Rate

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Thank you to our National Sponsors!

  

Thank you to our Host Sponsors!

   

 

Panelists

      

John Leevers
CEO and Chairman
Leevers Supermarkets, Inc.

John W. Leevers is Executive Chairman/CSO of LSI, a 100% employee owned, ESOP, company. With 34 years of experience in retail operations, HR, and finance, John is responsible for long-range planning, evaluating acquisitions, establishing strategic direction, advising on store expansions, and capital investment. John graduated in 1993 from University of Denver with a BSBA in finance and management. John believes to become involved makes a difference professionally as well as within the community. He has served as a Board of Director of Lambda Chi Alpha Educational Foundation and Hunters Dream for a Cure, a member of the National Grocers Association, Denver Food Access Task Force, National Center for Employee Ownership, Cancer League of Colorado, and is a volunteer for LifeSpark Cancer Resources. Following in his father and grandfather's footsteps, John keeps the LSI tradition thriving. With 900 employees and 49 grocery stores in CO, PA, NJ, MO, and IL while under John’s leadership LSI has grown to be one of the largest Save-A-Lot operators.

        

Dana Jacoby
Chief Executive Officer
Vector Medical Group, LLC

Dana Jacoby is a national thought leader across numerous business specialties and is passionate about the future of healthcare. Dana has experience not only guiding her personal companies through multiple merger and private equity transactions, but also has consulted on billions of dollars in merger and acquisition deal flow, making her one of the most sought-after healthcare and business specialists in the country.

Dana’s experience bridges both large corporate healthcare companies as well as individual providers. This has included positions with General Electric Healthcare and Johnson & Johnson, as well as working in the pharmaceutical sector with the Allergan company where she was tasked with the launch and growth of the drug Botox in Asia. Her work has included integration strategies, market analysis, design implementation, and service delivery in medical practices, hospitals, and health systems in nearly every state in the United States and internationally in Asia, Europe, and Canada.

Dana has also committed to a life practice of philanthropy. Her charity of choice is the international healthcare organization Project C.U.R.E. Founded over 30 years ago in a garage in the mountains of Colorado, Project C.U.R.E. has saved lives and eased suffering by delivering medical relief to people all over the world.

Ms. Jacoby graduated from Louisiana State University, holds a Master of Management from Tulane University, and a Master of Health Systems from the University of Medicine and Dentistry of New Jersey. She is a Wharton Fellow Inductee, and the author of several books and numerous articles and white papers. She also serves on multiple boards for both publicly and privately traded companies.

        

Steve Joanis
Managing Director
Bow River Capital

Steve Joanis is a Managing Director on the Software Growth Equity (SGE) team. With his colleague, John Raeder, Steve is responsible for originating, structuring and leading software growth equity and recapitalization transactions, as well as portfolio management. Prior to joining Bow River, Steve was the CEO and member of the board of directors at PlanetiQ, Inc., a satellite weather prediction company. Prior to PlanetiQ, Steve ran three other venture-backed startups, was a partner at three investment firms, and was a strategy consultant. In addition to his 25+ year career in technology, Steve was an officer and pilot in the U.S. Army’s air cavalry. Steve currently serves on the board of directors for Vitruvi, and Xima. He also served on the Board of prior portfolio company, Xyleme. Steve earned a BS in Economics from The U.S. Military Academy at West Point, an MBA in Information Technology from The Wharton School of the University of Pennsylvania, and a Doctorate in Finance and Business Analytics from the Heider College of Business of Creighton University.

Moderator

        

Elizabeth Krupa
Attorney at Law, Founder and Board Member
Law Office of Elizabeth Espinosa Krupa, LLC

Elizabeth Espinosa Krupa is a certified board member and attorney with over 25 years of leadership, regulated industry and diversity and inclusion experience. She has served on numerous boards, commissions, and committees guiding highly regulated bureaus and national advocacy organizations. Ms. Krupa has been entrusted to lead governing agencies and ethics committees both nationally and within the state of Colorado. She facilitates board conversations in seeking and systematically weighing
facts in reaching consensus.

Ms. Krupa has a strong background in securities law, ethics matters and a keen ability to ask the right questions. She guides companies in contentious industry and assisted in pushing past barriers in bringing a new product or service to market. She has a remarkable ability to navigate the headwinds companies and government agencies face today. Her value as a board member is her contribution to sustainable growth through assuring adherence to the rigors of ethical and logical thinking.

As an industry thought leader and advocate for her profession, Ms. Krupa currently serves as a board trustee for the National Institute for Trial Advocacy and Special Olympics Colorado, as Chair of both Nominating Governance committees. She serves on the University of Denver Alumni Council, as a programming committee member for the Private Directors Association. She served as Chair of both the Independent Ethics Commission of Colorado and the Colorado Commission on Judicial Discipline. Ms. Krupa served as Vice President of the National Hispanic Bar Association and former President of the Colorado Hispanic Bar Association.

As a national spokesperson, media liaison, and presenter, Ms. Krupa testified before Congress and has shared the stage with global figures. Ms. Krupa earned a Juris Doctor from the University of Denver College of Law. She has received Best Lawyers in America awards, the Colorado Hispanic Bar Association’s Chris Miranda and Community Service Awards, Latino Leaders Magazine’s 2020 Top Latino Lawyers Award and named an Unsung Heroine by Latinas First Foundation for 2023.

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