The Official NIBA Newport Beach, CA June 2015 Conference Video

Video courtesy of StockVest.

Presenting Companies at NIBA Newport Beach, CA June, 2015

If you want to contact a company, please follow the guidelines of NIBA’s Ethical Policy and ONLY do so through the company’s NIBA Sponsor.  All licensed persons may click here and view all company General Session presentations in the NIBA Virtual Data Room. NIBA Virtual Data Room users must register to view the detailed presenting company information.

The National Investment Banking Association (NIBA) was proud to host its 135th investment conference on June 24 – 26th, 2015 at the Balboa Bay Resort in Newport Beach, California.

This must-attend event provided unique opportunities for broker dealers, investment bankers, fund managers, and capital market service providers to make valuable industry connections. Our event showcased private and public companies actively seeking access to the financial industry. NIBA conferences take the “road out of road-show.” Companies first present formally to hundreds and then have the opportunity to meet privately and have in-depth discussions with interested parties.

Conference Speaker – Bill Walsh
Success by Design

Bill Walsh is the CEO/Founder of Business Coaching/Venture Capital firm Powerteam International. Bill hosts and speaks at events all over the world! His passion is to empower entrepreneurs and business owners to create massive success. He loves to help people understand specifically what it takes to build successful companies. He is an accomplished author, speaker, radio personality and movie celebrity. He has a very successful background in finance and marketing. He has spent two decades working with start-ups to major global brands increasing sales, productivity and overall success. He is an innovator with a remarkable ability to determine and dictate success strategy to seize global market opportunities.

For everyone that owns a business or would like to capitalize their entrepreneurial dream, his message will enlighten them with knowledge and action principles to turn that passion into success! Bill has an extensive background in foreign currency trading, real estate development and building businesses in more than 30 countries. Over the past two decades, his firm has specialized in helping companies launch, grow and create exponential valuation in the market.

The Rainmaker Summit and WIN University programs offered through Powerteam are designed to assist entrepreneurs in creating the focus, plans and partnerships required to build multi-million dollar companies! In 2005, he formed his own company, Powerteam International to spread his message to a wider audience. Powerteam International provides Success Education programs around the world. The programs are designed for individuals, companies, and organizations that are interested in creating even more success. Bill is committed to raising the awareness of entrepreneurs, business owners and organizations world wide!

Conference Speaker – Margot Prado Lederer
Specialty Food: Great Investment Opportunities in Oakland, CA

Margot Prado Lederer, Senior Economic Development Specialist, City of Oakland, is a certified land use and economic planner working with local government for the past twenty years. Margot has a decade long passion and commitment to retaining and growing manufacturing in the San Francisco East Bay, and is a member of the Urban Manufacturing Alliance. Margot is Co-founder of Oakland Makers, which is focused on specialty and custom production of food, artisan goods, fabricated art, and advanced manufacturing. Margot has a B.A. in World Arts & Cultures from UCLA, and a MCP in City & Regional Planning from UC Berkeley, and has spent a decade living in Asia & Australia. Margot specializes in commercial industrial business retention and recruitment, specifically Food & Beverage Manufacturing, Healthcare/Wellness, Logistics & Trade.

Margot has managed a $5million City loan and grant program for brownfields assessment and clean-up, and advises business daily in real estate and permitting decisions. Margot has led numerous discussion panels for the American Planning, the US Environmental Protection Agency, and HUD Sustainability conferences. Articles by Margot have appeared in the San Francisco Business Times, the East Bay Business Times, the Contra Costa Times, the Northern Alameda County Rental Housing Association magazine, the San Francisco Chronicle and the Los Angeles Times.

Conference Speaker – Andy Sassine

Mr. Sassine worked most recently as a portfolio manager for Fidelity Investments (“Fidelity”) from 1999 to 2012. Between 2004 and 2011, he managed Fidelity Small Cap Stock Fund, Fidelity International Small Cap Opportunities Fund and Fidelity Advisor International Small Cap Opportunities Fund.

Mr. Sassine joined Fidelity in 1999 as a high yield research analyst covering the Telecommunications, Satellite, Technology, Defense and Aerospace, and Restaurant Industries. In 2001, he joined the international group as a research analyst covering small and mid-cap international stocks. Prior to joining Fidelity, Mr. Sassine was a vice president in the Acquisition Finance Group at Fleet National Bank. Prior to joining Fleet, he managed a portfolio of highly leveraged middle market companies at Continental Bank and Heller Financial in Chicago. Mr. Sassine has been a member of the Henry B. Tippie College of Business, University of Iowa, Board of Advisors from 2009 to 2013 and the Clarke Schools for Hearing and Speech, Board of Trustees since 2009.

He recently joined the Board of Directors of CNS Response, Inc., a clinical decision support company providing reference data and analytical tools for clinicians and researchers in psychiatry, and is a member of both its Audit and Governance and Nominations Committee.

Mr. Sassine is also on the board of directors of Freedom Meditech, Inc, a privately held growth-stage medical device company focused on the development and commercialization of first-to-market non-invasive ophthalmic medical devices that detect autofluorescence of the lens and help monitor diabetes.

He earned a Bachelor of Arts degree at the University of Iowa in 1987 and an MBA from the Wharton School at the University of Pennsylvania in 1993.

About the Balboa Bay Resort

Sprawling across 15 waterfront acres of pristine Southern California coastline, Balboa Bay Resort is one of the top hotels in Newport Beach, California. This truly one-of-a-kind 4-Diamond Resort distinguishes itself as the only full-service waterfront property in the coastal haven of Newport Beach, halfway between Los Angeles and San Diego, CA.

The Mediterranean-style hotel is situated along the Newport Bay, offering 159 Guest Rooms, including 10 Suites with plush feather top beds, crisp white duvets, and rattan and wood furniture that reflect the area’s low-key luxury. Plantation shutters open to furnished balconies, highlighting the resort’s prime location along Southern California’s serene coastline. The Balboa Bay Resort offers amenities such as an Olympic-size turquoise blue pool, Duffy boat rentals, gourmet dining, deluxe spa and salon facilities, shopping, and nightly entertainment.

Balboa Bay Resort is conveniently situated in the heart of town, just off Pacific Coast Highway, attracting both locals and vacationers alike. Savor culinary delights in Waterline Newport Beach restaurant. With its contemporary nautical design, Waterline presents a captivating water to table experience, with the freshest seafood and a unique chef-driven concept. Or enjoy the casual and rustic waterfront gastropub A&O Kitchen+Bar where guests can enjoy shared plates, heart dishes, creative cocktails and 8 beers available on an iron clad centerpiece beer tap.