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[REPLAY] Virtual Event | 2020: The State of Finance

Sponsored |
May 2020 | 11:00 am - 12:00 pm

Special thanks to everyone who joined us last week for our Virtual Event, “The State of Finance,” featuring our premier panel of financial experts.

Incase you missed it, we prepared a recording of the event so you can watch anytime on-demand.

Interested in developing a business relationship with one of our panelists? Fill out this form and we’ll pass along your interest personally to the panelists you’d like to connect with.

Event Description

As markets go through historic volatility due to the COVID-19 pandemic, business leaders need the best and timeliest information from top experts. That’s why we’ve enlisted California State Treasurer Fiona Ma and some of the sharpest minds in finance for a virtual private conversation on how these unprecedented financial markets have impacted everything from M&A and restructuring to navigating a worsened housing crisis—and how businesses can work with government programs to carve a path forward.



Fiona Ma Treasurer | State of California

California’s 34th State Treasurer. She was elected on November 6, 2018 with more votes (7,825,587) than any other candidate for treasurer in the state’s history. She is the first woman of color and the first woman Certified Public Accountant (CPA) elected in the position. California is the world’s fifth largest economy and Treasurer Ma is the state’s primary banker.


Jim Freedman Chairman | Intrepid Investment Bankers

Jim Freedman is a founding partner and chairman of Intrepid Investment Bankers, a specialty investment bank that provides M&A, capital raising, and strategic advisory services to middle-market companies across various industry sectors. He has more than 35 years of investment banking and corporate finance experience and is an expert on the financial aspects of corporate strategy.

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Mark Williams Chief Revenue Officer, Americas | Datasite

Mark Williams is Chief Revenue Officer, Americas at Datasite, a position he has held since 2015. In his role, Mark is responsible for setting and executing the sales strategy across the region, including leading over 130 sales representatives and sales leaders across the United States, Canada, and Latin America. Prior to joining Datasite, Market held several sales leadership roles in a variety of SaaS companies. Most recently, he served as Chief Revenue Officer at SmartFocus, a cloud-based digital marketing platform provider.

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[MODERATOR] Andrew Horowitz, CEPA  Senior Vice President, Private Wealth Advisor | Rockefeller Capital Management

Andrew Horowitz is Private Wealth Advisor at The Horowitz Group of Rockefeller Capital Management. Andy began his career by cleaning barnacles off boats at age 13. By his early 20’s he had built his business into a marine hardware manufacturing company that served major national accounts. He sold that business at age 25. Intrigued with the financial aspects of his business endeavors, Andy immediately established himself in the financial services industry by joining a prominent municipal bond firm in Beverly Hills, California.

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