Bank of America / Life Sciences C-Suite Breakfast: State of the Markets

Join Bank of America Healthcare Banking for an update on current trends in fundraising, deal-making, valuations, forecasts, and treasury infrastructure ahead of year end. Discussion and Q&A on firmwide resources/capabilities and best practices.

Open to BioCT membership, CEO’s, CFO’s, COO’s, and other professionals interested in Life Sciences/Healthcare from the Greater New Haven community.

Agenda:

Doug Marshall, Managing Director – Healthcare Banking

• Welcome Remarks

Jim Tornatore, Director – Healthcare Investment Banking

• State of the Life Science Markets, Investment Bank Buy Box

Duyren Smith, Director – Healthcare Banking

• BofA Treasury Platform Overview

Ed Abdelnour – Managing Director – Wealth Strategies, Private Bank

• Tax and Estate Considerations for Founders and Investors, QSBS Discussion

Please RSVP to Vincent Thompson, CFA, Senior Vice President, at vincent.p.thompson@bofa.com.