Recap: PKF Texas and Financial Executives International Joint Seminar

by | Feb 7, 2019 | Route to Profits®, Community Circle

It was a full house at the PKF Texas office for the first official seminar of the year! We partnered with the Houston chapter of Financial Executives International (FEI) for this joint seminar.

Titled, “What’s Happening in the State of Capital Flow?,” the seminar hosted a panel of three speakers, moderated by PKF Texas Audit Director, Chip Schweiger, CPA, CGMA. Chip filled the hour with a compelling discussion between:

  • Michelle Lewis, Principal at CapStreet
  • Sammy Desai, Managing Director, Head of New York Investment Banking at Needham & Company
  • Alex Somers, Executive Director, Investment Banking at Tudor Pickering Holt & Co.

Every speaker offered their expertise and insight to the CFOs, controllers and other financial executives in the room about what’s going on in the public markets and the outlook for 2019. Topics discussed included non-traditional sources of capital, the exit environment when looking to IPO, impact of regulations on capital markets, the nature of buyers today, technology, cyber security and more.

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