Loading Events

« All Events

  • This event has passed.

J.P. Morgan’s Insights on the Healthcare and Life Sciences Industry

April 28 @ 5:00 pm6:30 pm

Please join J.P Morgan and BioCT to learn how capital markets and advancements in biomedical research and development are impacting the industry and Connecticut landscape.

As a follow-up to the annual J.P. Morgan Healthcare Conference in San Francisco, Chris Lloyd, Head of Healthcare & Life Sciences, Commercial Banking-Northeast will discuss key insights from J.P. Morgan’s Healthcare Conference and the trends his team is seeing so far in 2022 and the forecast going forward.

We will also be joined by Victoria Bolton, Wealth Advisor for J.P. Morgan’s Connecticut Private Bank to cover recent trends and strategies for healthcare entrepreneurs and investors, to maximize their personal wealth given the quickly changing economic and tax landscape.

Please contact Matt Rizner if you are interested in attending.

Featured Speakers:

Chris Lloyd,
Head of Healthcare & Life Sciences,
J.P. Morgan Commercial Banking Northeast

Victoria Bolton,
Executive Director and Wealth Advisor,
J.P. Morgan Private Bank

Speaker Biographies:

Chris Lloyd
Chris Lloyd is a Managing Director of J.P. Morgan’s Healthcare and Life Sciences business for the Northeast where he leads a dedicated team serving the needs of high growth companies in the biotech, healthcare IT, medical device and healthcare services markets. He previously ran Comerica Bank’s Technology & Life Sciences group on the east coast, working with venture capital and private-equity backed technology and healthcare businesses. Chris graduated with a degree in finance from Brigham Young University and received an MBA from Columbia Business School.

Victoria Bolton
Victoria Bolton is an Executive Director and Wealth Advisor in the Greenwich, Connecticut, office of J.P. Morgan Private Bank. She works closely with affluent individuals and their families to open up the breadth of opportunities derived from strategic wealth management and tax-driven estate planning.

Before joining J.P. Morgan eight years ago, Victoria practiced trust and estate law at Akin Gump Strauss Hauer & Feld LLP and Milbank, Tweed, Hadley & McCloy LLP.  She is admitted to practice law in New York and Connecticut and is a member of the New York, Connecticut and Greenwich Bar Associations. Victoria is also a member of the Estate Planning Council of Lower Fairfield County. In 2014, she was named one of Fairfield County Business Journal’s “40 Under 40,” which recognizes extraordinary leadership and ongoing contributions to the professional community.

A graduate of Duke University, Victoria earned a B.A. and graduated cum laude. She received her J.D., with honors, from The George Washington University Law School. Building on her private practice experience, Victoria earned an Advanced Certificate in Estate Planning from New York University School of Law.

● ● ● ● ● ● ● ● ● ● ● ● ● ● ●

Please be assured that the health and safety of our guests is paramount to us. Given the latest conditions, only those fully vaccinated against COVID-19 may be permitted to attend.

Proof of vaccination is required for the event and should be presented onsite. This may be in the form of a CDC vaccination card, a state vaccination record or a photo/photocopy of either.

We greatly appreciate your cooperation.


Details

Date:
April 28
Time:
5:00 pm – 6:30 pm

Venue

The Blake

9 High Street

New Haven,

CT

06510

+ Google Map