TRA Investment Bootcamp
Presented by The Davis/Yost Group at Morgan Stanley Private Wealth Management
This session was part of the pre-Show education of the 2023 Texas Restaurant Show. Stay tuned for 2024's topics and registration!
Creating and growing a successful business is seldom just about money. Neither is the decision to exit the business, whether that exit is through an IPO, merger with another company, private sale, or succession within the family. The process is intense, the details are complex; and the decisions are often an unexpected combination of personal and financial. Join TRA’s two-part Investment Bootcamp which will address this with the following sessions: Family Business Succession and Positioning Your Company for the "Next Phase".
Presenters and panelists included:
Paul Stam, JD, LL.M., M.S.:
Executive Director, Trusts and Estates Strategist, Morgan Stanley Private Wealth Management – Paul provides customized planning strategies to high-net-worth individuals and families. His services feature advanced estate planning techniques, cash flow analysis, executive compensation planning, risk management analysis, and retirement, business succession, charitable and income tax planning. Paul is an adjunct professor at the University of San Francisco School of Law and a frequent public speaker on tax, trust, and estate planning techniques. He is the author of two novels, The Trust Company
, and The Long Squeeze
, published by Langford Press.
Drell Adams, CFP®: Assistant Vice President, Financial Planning Director, Morgan Stanley Private Wealth Management – Drell’s primary focus is leveraging the disciplines of financial planning to enhance the Morgan Stanley client experience. Prior to joining Morgan Stanley, Drell became a CERTIFIED FINANCIAL PLANNER™. He partners with Private Wealth Advisors and their clients across the Western Region to provide peace of mind regarding complex financial planning needs.
Scott Winship: Managing Director, Gulfstar Group – Scott joined GulfStar in 2010 and brings over 25 years of experience advising clients in the consumer products and information technology industries. He has successfully closed more than 90 transactions with an aggregate value in excess of $20 billion across a broad range of public and private market equity and debt financings, mergers and acquisitions and strategic advisory assignments.
David Cary – David has thirty-five years of accounting and finance experience, initially as the first accounting employee of a small computer retailer that pioneered the computer superstore concept. When the company had grown to hundreds of employees in multiple locations nationwide, he left to enter the wealth management business. David advised entrepreneurial families on personal, corporate, and philanthropic endeavors before retiring after thirty years in early 2023. He has since founded Cary Impact Advisors, LLC to help companies and nonprofits achieve sustainable impact profitably.