Client Advisory Panel
Please join us for Capital Advisors Group’s Client Advisory Panel
Wednesday, September 18 – Friday, September 20, 2024
Wequassett Resort & Golf Club,
2173 Route 28, Harwich, MA 02645
About the Event
Capital Advisors Group has launched its new Client Advisory Panel. This private and exclusive event has been established with the intention of providing a small group of clients an opportunity to collaborate with peers in a bucolic setting on Cape Cod. We hope to listen, learn (and have fun) as we gather to collaborate and discuss Treasury best practices over two days in September.
Registration
Agenda
Wednesday, September 18, 2024:
4:00 pm ET
Check-In
6:00 pm ET
Welcome Kick Off at Thoreau’s
We will have tables reserved at Thoreau’s, a tavern & bar located in the Wequassett Resort and Golf Club. Please join us for food, beverages, and to gather with your peers.
Thursday, September 19, 2024:
8:00 – 10:00 am ET
Group Breakfast
Breakfast will be served at the Outer Bar & Grille deck.
11:00 am – 3:30 pm ET
Group Activities
Option 1: Golf at Cape Cod National Golf Club
(11:00AM – 3:30PM)
Join Capital Advisors Group for 18 holes at the renowned Cape Cod National Golf Club. Transportation to the course and boxed lunch will be provided.
Option 2: Fishing Charter
(11:00AM – 3PM)
Join Capital Advisors Group for an afternoon out on the water. All gear, transportation, and boxed lunch will be provided. Please remember to bring sunscreen, a hat and layer your clothing in preparation for weather conditions.
6:00 – 7:00 pm ET
Cocktail Reception
The cocktail reception will be hosted on the Upper Veranda.
7:00 – 9:00 pm ET
Dinner
Dinner will be hosted in the private dining room of Twenty-Eight Atlantic.
Friday, September 20, 2024:
8:00 – 9:00 am ET
Group Breakfast
Breakfast will be served in the private dining room of Twenty-Eight Atlantic.
9:00 am ET
Check-Out of Resort
9:00 am – 12:00 pm ET
Peer-To-Peer Best Practices Meeting
This meeting will be held in Cape Villa 1 & 2. Please join fellow guests to discuss a range of topics that are of critical importance to bioscience financial officers. During this meeting we’ll discuss best practices in treasury management, banking, and select topics to be determined by popular request.
We Look Forward to Seeing You at The Event!
Please direct all questions regarding the event to Lauren Sheridan at LSheridan@capitaladvisors.com or (617) 630-8100.
Below we have our team members that will be joining the event.
Stefan Spazek
EVP – Director of Debt Placement
Stephen Salemi
President & COO
Mark St André
Senior Portfolio Manager
Kate Ryan
Senior Portfolio Manager
Lauren Sheridan
Executive Assistant
