Innovative Business Financing

By November 10, 2017 No Comments
Innovative Business Financing
 Solutions for Funding Your Business Capital Needs
Friday, November 10th, 2017
6:45-9:00 a.m.
Peak Executive Forum 2017-2018 Breakfast Panel Series Presents:
Join us for a panel discussion by lending experts exploring innovative solutions for a business owner’s personal and business capital needs.
Please note that seating is limited, and will be on a first-come, first-served basis.
Registration will close on or before November 8th.
Our Panelists:
Bill G. photoBill Garden
Headshot 2017 PPCJason Aubrey
PlattePointe Capital
pmc headshotPeter Carter
WMA Banking Group

After many years attempting to fix healthcare from within the system, Bill is now dramatically changing how healthcare is delivered through PeakMed Direct Primary Care (DPC). PeakMed is a remarkably simpler and easier way for families to receive the primary care they need. PeakMed isn’t health insurance, it’s health care. Instead of insurance, PeakMed charges a fixed monthly membership. This means patients have a direct relationship with their provider, to proactively focus on improving your health. There’s no insurance required, so there’s no out-of-pocket deductible to pay, zero co-pays, and no red tape.At PeakMed, we have far fewer patients than conventional “fee-for-service” providers. So, we have more time with individuals. That also means that at PeakMed, patients get right in to see their doctor, instead of sitting in the waiting room. There are also no hidden costs at PeakMed. Just a low, fixed membership, which covers all  medical services.

As a Principal and Managing Director of PlattPointe Capital, Jason am responsible for relationships with private investment funds, capital groups, and lending institutions.With a fifteen year plus history of entrepreneurism in the financial management, marketing, and manufacturing industries, Jason has spent his career in business development and always tries to bring a unique perspective to how companies achieve their goals in a changing landscape.

He directed Rochester Financial Consultants (RFC), a financial management firm that raised capital for real estate and business investments. RFC reviewed and consulted on almost $2 Billion in small business transactions for hundreds of clients.

Realizing glaring need for business development and entrepreneurialism in the sustainability sector, Jason joined Global Food Exchange (GFE). At GFE he was responsible for relationships with private investment funds, capital groups, and marketing relations.

Peter Carter is an Executive Director in the WMA Banking Group where he is on the Structured Lending Team of the HNW Lending Group now co-heads the Lending Referral Group, a platform of partners providing loans to UBS’ clients and prospects to include art loans, aircraft loans, special situations loans, student loan refinancing, yacht loans and small-and medium-sized and asset-based business loans.  Prior to joining UBS in February of 2015, Peter held senior capital markets and private placement roles at Credit Suisse and Merrill Lynch in both London and New York. 

Prior to becoming a banker, Peter was a commissioned officer and helicopter pilot in the United States Army.  Peter has authored articles in the Journal of Project Finance and has an MBA from the University of Chicago Booth School of Business and a BS degree from the United States Military Academy at West Point.

StockmanKastRyanWells Fargo
The Peak Executive Forum
Peak Executive Forum contributes to the success of small to medium-size businesses by engaging their executives in an exchange of relevant ideas. Our group consists of business owners and senior level executives.
Our five bi-monthly events are highly tailored and interactive breakfast panel forums. Subject matter experts, from academia, professional services, and actual business application, are drawn from our local CEO and trusted advisor community.
Breakfast attendees stay current with leading edge business practices, intelligent collaborate with their peers and establish or renew business relationships with like-minded business people.

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