Jonathan Samel, Esq. participated as one of several featured speakers for a seminar entitled Strategic Positioning of the Private Business and Wealth on Tuesday, October 22, 2013. The seminar was held from 8:00 am – 9:30 am at the Philadelphia Country Club, and was hosted by Wells Fargo Private Bank.
The seminar involved an insightful dialogue on the issues and concerns facing privately-held businesses in balancing the competing demands for liquidity, growth, and control during times of change. The two other featured speakers at the event were Joseph J. Fahey, CFA, Senior Director of Planning, Wells Fargo Business Advisory Services, and Graeme Frazier, President, Private Capital Research, LLC.