Speakers

Regina Carls

Managing Director, Esop Advisory Group Head / J.P. Morgan

Regina is managing director of the ESOP (Employee Stock Ownership Plan) Advisory Group. She is dedicated to helping bankers and their privately held clients evaluate the benefits of selling stock to an ESOP and therefore creating liquidity for the owners in the transaction. Regina was responsible for the initial development of the ESOP Advisory Group. She quickly became a liaison with all areas of the firm assisting in the analysis and structuring of complex ESOP financings.

Sessions

How to Finance your ESOP Transaction