Michael Bongiovanni & Chris Cottone: Family Offices and IPOs

In this MasterClass, hosted by Danielle Patterson, CEO of Family Office Access, we dive deep into the critical role that Family Offices play in IPOs and other capital market transactions. We're joined by two distinguished experts, Michael Bongiovanni and Chris Cottone from GreenTree Financial Group, who share their extensive experience in guiding emerging companies through the public listing process.

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Key Insights:

• The vital factors Family Offices consider when engaging in IPOs
• The advantages and potential drawbacks of taking a portfolio company public
• The high-level process of going public, including recent rulemaking proposals that could impact IPO listings
• Practical examples from recent NASDAQ listings
• A Due Diligence Checklist designed to help you spot potential red flags in deals

The session is interactive, with a dedicated Q&A segment where participants could engage directly with our speakers. A special thanks to Josh Wilson from GreenTree Financial Group for assisting with the Q&A. Additionally, as a token of appreciation, we included a complimentary Due Diligence Checklist for all participants, and one lucky attendee received a curated gift basket from GiftSuite, a boutique gifting agency. Whether you're a seasoned investor or new to the world of IPOs, this MasterClass provides the knowledge and tools needed to navigate the complexities of taking companies public with the support of Family Offices.

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Speakers:

• Michael Bongiovanni: President of GreenTree Financial Group, seasoned financial expert with over 75 IPOs under his belt.
• Chris Cottone: Co-manager of GreenTree's internal emerging growth fund and an expert in SPACs and securities issues.