NYPEN - Financial Modeling, Unit-Level Forecasting & Diligence of Key Assumptions
Invitation Link: https://guest.cvent.com/EVENTS/Register/IdentityConfirmation.aspx?e=14f39d49-af2a-40a7-8f14-bc1bfa45b797
Using Unit-Level Economics in Financial Modeling to Improve Due-Diligence of Key Business & Financial Assumptions
*Speaker: Scott Meadow, Professor, The University of Chicago GSB
*Location: Harvard Club of New York City
*Address: 35 West 44th Street (44th between 5th & 6th Avenues)
*Date: Wednesday, November 8th
*Time: 7pm, followed by cocktails
Forecasting financial results and associated returns is critical for every element of investing, from initial investments and acquisitions to ongoing monitoring of portfolio company performance and allocating capital for portfolio company growth opportunities. Come hear Scott Meadow, Clinical Professor of Entrepreneurship at the University of Chicago Graduate School of Business and a 24 year veteran of the private equity industry (bio below), present a detailed method of diagnostic modeling/financial forecasting that will help you structure your thinking about unit economics to more accurately forecast financial results and build better due diligence plans to test critical assumptions.
*Use financial modeling as a mechanism for generating better diligence questions
*Break financial projections into component parts to accurately test and verify line-item assumptions
*Change the template you use to create and support assumptions in building models
Scott Meadow is a Clinical Professor of Entrepreneurship at the University of Chicago Graduate School of Business and an Associate Partner of Edgewater Growth Capital Partners. Prior to joining Edgewater and since 1982, Scott has been a principal investor in the private equity industry. Scott has over 20 years experience as a General Partner, most recently with the Sprout Group, the Private Equity affiliate of CSFB. Over the course of his career, Scott has approved hundreds of equity financings and has personally led or originated more than 60 investments including two dozen healthcare services companies, over a dozen consumer services and retail companies, as well as companies enhanced by the Internet. Representative investments include, Coventry Corporation, HEALTHSOUTH, Sunrise Assisted Living, Sunrise International, Managed Health Network, Aspen Education Services, Pathology Partners, Heritage Healthcare, MedPartners, The Sports Authority, CompUSA and Staples. Scott currently serves on the board of directors of National Equipment Services (NASDAQ: NLEQ) and Advanced Life Sciences (NASDAQ: ADLS), and holds an MBA from the Harvard Business School.
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