Investor Perspective on Search
November 06, 2024
by an intermediary from The University of North Carolina at Chapel Hill - Kenan-Flagler Business School in Nashville, TN, USA
Register here: https://www.mixily.com/event/7401843763344923230
Join us for a discussion of the investor perspective on search funds and small business acquisitions with Nate Wasson. Networking will follow the discussion with Nate.
Nate Wasson, Co-Founder and Chief Investment Officer of HalBar Partners
Based in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners’ investment theses. He is responsible for investment management, impact strategy, and leadership of the firm. He also serves as a Co-founder and principal member of Alvearia (formerly Midwest Family Office Forum) and Founding member of the Angel/VC group Keiretsu Forum Chicago. Nate’s prior experience includes consulting with JPMorgan, Principal and Managing Director for Bank of Montreal’s US Private Bank, developer of Capital Group’s Midwest family office practice, and Senior Managing Director with Silicon Valley Bank. During his tenure developing investment platforms, strategies and office practice, he served as a subject matter expert in private equity, secondaries, impact investment potential and portfolio construction. Nate holds an undergraduate degree from Valparaiso University and an MBA from the Yale School of Management with a concentration in asset management, where he studied under Nobel Laureate Robert Schiller, David Swensen, and AJ Wasserman.
Also, special thanks for the coordination and venue support from
John Gengler, Founder & Managing Director, Business Owners Resource Network
Paul Woolard, Veteran Ventures Capital and Eco-Energy
Join us for a discussion of the investor perspective on search funds and small business acquisitions with Nate Wasson. Networking will follow the discussion with Nate.
Nate Wasson, Co-Founder and Chief Investment Officer of HalBar Partners
Based in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners’ investment theses. He is responsible for investment management, impact strategy, and leadership of the firm. He also serves as a Co-founder and principal member of Alvearia (formerly Midwest Family Office Forum) and Founding member of the Angel/VC group Keiretsu Forum Chicago. Nate’s prior experience includes consulting with JPMorgan, Principal and Managing Director for Bank of Montreal’s US Private Bank, developer of Capital Group’s Midwest family office practice, and Senior Managing Director with Silicon Valley Bank. During his tenure developing investment platforms, strategies and office practice, he served as a subject matter expert in private equity, secondaries, impact investment potential and portfolio construction. Nate holds an undergraduate degree from Valparaiso University and an MBA from the Yale School of Management with a concentration in asset management, where he studied under Nobel Laureate Robert Schiller, David Swensen, and AJ Wasserman.
Also, special thanks for the coordination and venue support from
John Gengler, Founder & Managing Director, Business Owners Resource Network
Paul Woolard, Veteran Ventures Capital and Eco-Energy