Event Details

INVESTOR BOOTCAMP: Mastering Capital Raising & Smart Investment Strategies

Tuesday, October 15 | 3-7 PM | Bank of America Pavilion


Join us on October 15th for the second session of Naturally New York's Investor Bootcamp, including fireside chats among debt and equity providers from our NNY community followed by an informative discussion on what business owners should not lose sight of during the earlier stages of their business.


Special thanks to our partners Bank of America for hosting in addition to Rosenthal & Rosenthal, SG Credit Partners, RCV Frontline, New Fare Partners, ForceBrands, and Giannuzzi Lewendon for participating!


Please view the full agenda and speaker details below. Hope to see you there!


Note: This event is dedicated to Brand Founders + Team Members. Registration approval is required to attend.


If you have any questions, please contact info@naturallynewyork.org. Thank you!

Agenda

3:00 PM - 3:20 PM
Welcome Reception
3:20 PM - 4:00 PM
Demystifying Debt Panel + Q&A
4:00 PM - 4:10 PM
Break
4:10 PM - 4:50 PM
Demystifying Equity Panel + Q&A
4:50 PM - 5:00 PM
Break
5:00 PM - 5:15 PM
Investing in Talent
5:15 PM - 5:30 PM
Legal Essentials for Capital Raising
5:30 PM - 7:00 PM
Networking Reception

Speakers

  • Evan Waggoner (Director of SG Credit Partners)

    Evan Waggoner

    Director of SG Credit Partners

    https://www.linkedin.com/in/evanwaggoner/

    Evan is a Director of SG Credit Partners, Inc. (“SGCP”), responsible for originations, deal execution, and portfolio management. Evan joined Stonegate Capital (later acquired by SGCP) in April 2021 and is based in the Washington, D.C. office. Prior to SGCP, Evan was a Vice President at Wells Fargo Capital Finance (“WFCF”), the corporate and middle-market asset-based lending group of Wells Fargo Bank. During his 7 years at WFCF, Evan originated and underwrote credit facilities to borrowers in a variety of industries including consumer products, food and beverage, industrial manufacturing and distribution, business services, aerospace, and transportation. He also completed Wells Fargo’s financial analyst and credit management training programs.

    Evan graduated with honors from North Carolina State University, where he earned a B.S. in Business Administration and was a graduate assistant coach with the university’s football team.

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  • Julie Baghajian (VP Underwriting at Bank of America)

    Julie Baghajian

    VP Underwriting at Bank of America

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  • Andrew Barone (Senior Vice President, Director Business Development Pipeline of Rosenthal & Rosenthal)

    Andrew Barone

    Senior Vice President, Director Business Development Pipeline of Rosenthal & Rosenthal

    https://www.linkedin.com/in/andrew-barone-91166365/

    As Senior Vice President and Pipeline’s Director of Business Development, Andrew
    Barone is responsible for expanding Rosenthal’s newest division serving high-growth
    consumer products businesses. Andrew has been focused on business development
    efforts across the firm’s factoring, asset-based lending, and purchase order financing
    divisions since joining Rosenthal in 2016.

    Prior to that, Andrew served in various roles in equity finance and U.S. credit sales at
    Société Générale.

    He holds a Bachelor of Business Administration degree in Business Management from
    Adelphi University.

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  • Andrew Reynolds (Managing partner at RCV Frontline)

    Andrew Reynolds

    Managing partner at RCV Frontline

    https://www.linkedin.com/in/areynolds720/

    Andrew Reynolds is Co-Founder and Managing Partner of RCV Frontline along with Jeff Grogg of JPG resources, LLC. RCV Frontline is an operationally focused venture fund investing in early-stage food and beverage companies. In addition to RCV Frontline, Mr. Reynolds is the Co-founder and Managing Partner of Reynolds & Company Venture Partners (RCV partners). Mr. Reynolds founded RCV partners in 2010 because he saw the need and opportunity to provide capital and professional support to emerging consumer product and service companies. Mr. Reynolds views early-stage emerging brands not only as an investor, but from an operational perspective gained from his time as President of Icebox Water where he helped build every aspect of the business, from supply chain, operations, sales, and finance.

    RCV Frontline launched in 2019 and is actively investing today. Prior to the launch of the Frontline fund, Mr. Reynolds has overseen the construction of the RCV Partners portfolio of nineteen companies aiding those founders when possible as they scale their businesses.

    Mr. Reynolds was previously a Board Observer of Drizly and an Advisor to 4P Foods and the AdVentures Academy, an organization that provides hands-on adventure training programs with the goal of deepening the engagement of entrepreneurs, investors and the ecosystem surrounding courageous, game-changing founders.

    Andrew holds an M.B.A. from ESADE business school in Barcelona, Spain and a B.A. in History and Studio art from Denison University.

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  • Hallie Bonnar (Co-Founder & Partner of New Fare Partners)

    Hallie Bonnar

    Co-Founder & Partner of New Fare Partners

    https://www.linkedin.com/in/hallie-bonnar-6b462a75/

    Hallie specializes in Marketing and what it means to build a next-generation brand for today’s consumer. She brings deep value-add from her experience across the CPG value chain, from her roles overseeing emerging product commercialization at co-packer, Canopy Foods to supporting a portfolio of leading food and beverage brands at venture fund, Almanac. Most recently, Hallie is
    responsible for launching the omni-channel pet brand, Made by Nacho as Head of Marketing alongside its founders, Elly Truedell and Bobby Flay. Prior to stepping into CPG, Hallie spent 4 years in
    FinTech, scaling Forbes’ named “Next Billion Dollar Startup”, Orchard Platform, where she led brand marketing through to its acquisition. Hallie holds a B.S. in International Business from the College of Charleston.

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  • Roy Chin (Principal at North Castle Partners)

    Roy Chin

    Principal at North Castle Partners

    https://www.linkedin.com/in/rchin1/

    Roy Chin is a Principal at North Castle Partners with ten years of consumer private equity investment experience. Since joining North Castle in 2014, Roy has worked closely with management teams at partner companies across a variety of health & wellness sectors, including in fitness, nutritional supplements, consumer healthcare, sports technology, and pet wellness. Roy helps lead sourcing and evaluation of new opportunities and partners with management teams after investment to help them achieve full potential of their brands.

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  • Sean Conner (Co-Founder of ForceBrands)

    Sean Conner

    Co-Founder of ForceBrands

    https://forcebrands.com

    "Sean Conner is Co-Founder and Chief Progress Officer, who lead business development at ForceBrands. He oversees a team of strategists and business development professionals to strategically outline effective hiring strategies and organizational charts to add structure and value to high growth brands. With more than a decade of industry experience, Sean helps to identify client goals and their business objectives and strategically align them to help scale companies most effectively.

    At ForceBrands, we build the teams that build the brands.

    ForceBrands is the consumer product industry's leading recruiting firm. Our industry-specific divisions BevForce, FoodForce, BeautyForce, HerbForce, and PetForce offer white-glove executive search services, board of director assembly, and a self-service digital job board to connect directly with qualified candidates.

    We are 'people for a hire purpose'​ and strive to transform the way consumer product professionals of all levels identify employment opportunities and employers are connected to world-class talent."

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  • Blake Horn (Partner at Giannuzzi Lewendon)

    Blake Horn

    Partner at Giannuzzi Lewendon

    https://www.linkedin.com/in/blake-horn-45034020/

    Blake Horn is a partner at Giannuzzi Lewendon, LLP, a law firm serving the consumer products industry with offices in New York City and Santa Monica. Blake has spent over a decade focused on guiding consumer brand companies and entrepreneurs from the infancy of an idea through a successful exit, advising on a broad range of matters including fundraising, exit transactions, key supply chain and CPG industry relationships, employees and personnel, and celebrity, athlete and other endorsement and promotional partnerships. Blake currently calls Brooklyn home with his wife Michelle and five year old Vizsla Winston.

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Community

Connect with 69 people attending this event

Tickets

NNY Member
Member Price Complimentary
Non-Member
Standard Price Complimentary

Venue

Bank of America Pavilion

1114 Avenue of the Americas (corner of 43rd & 6th)
New York

If you have any questions please contact Lilly Checkoff

Contact Organizer

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