The Private Client Reserve at U.S. Bank

Entrepreneurs: Their Story, Their Vision, and Their Advisors sponsored by Zinner & Co.

Date: Tuesday, December 12, 2017
Time: 11:30am - 1:30pm
Location: The City Club of Cleveland, 850 Euclid Ave., 2nd Fl., Cleveland, OH 44114
Speaker: Charlie Lougheed, Daniel T. Moore, III, and Ed Rivalsky moderated by Jennifer L. Stapleton

Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.


About the Program
The panel moderated by Jennifer Stapleton, Transaction Attorney with Jones Day, will focus on the stories of Cleveland entrepreneurs. Learn more about how these entrepreneurs started their business; grew their business (sharing struggles and successes); financed their ventures; planned for succession and how their advisors – attorneys, accountants, insurance agents and financial planners – played a role throughout their career. 

About the Speakers
Charlie Lougheed
serves as Managing Partner of InCuya, LLC, a firm that provides services in ideation, design & prototyping, capital funding advice, and growth consulting for start-ups and spinouts as they expand and innovate into new markets and product lines.  Prior to InCuya, Charlie co-founded and co-funded Explorys, now IBM Watson, in 2009 as a spin-off from Cleveland Clinic. In six years, the company became the leader in healthcare big data and value-based-care analytics, spanning 26 healthcare networks, 60 hospitals, and 60 million patients across the US. 

Dan Moore, is the Owner and Chief Executive Officer of Dan T. Moore Company, Inc., which currently manages 18 portfolio companies and oversees a total of 28 non-controlling private equity investments focused on manufacturing. He founded the company in 1969 and has been its President since 1979. Mr. Moore is an accomplished businessman and entrepreneur who has founded a number of manufacturing companies and has also been actively involved in various civic activities.

Ed Rivalsky has spent most of his career as a healthcare executive focused on the delivery of post-acute care services and identifying solutions for bridging the needs of patients as they transition from hospital to home. In 1988, Ed founded Clinical Specialties, an organization which evolved from a local provider of specialized infusion therapy services in the post-acute care setting to a major national provider of high-tech healthcare services in the home environment. Over the course of 27 years, Clinical Specialties serviced nearly 500,000 patients. In February 2015, Clinical Specialties was acquired by Option Care, a leading provider of home and alternate treatment site infusion services.

Jennifer Stapleton, an associate at Jones Day, has experience structuring, negotiating, financing, and executing all types of complex cross-border private equity, M&A, and special situation transactions, including distressed debt and equity deals, joint ventures, private placements, leveraged buyouts, private equity roll-ups, and internal restructurings.

Elaine B. Eisner │ 2017-2018 Program Chair

Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 12/11/17, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to admin@epccleveland.org by 12/8/17).  If you reserve and are unable to attend, please call the office to cancel by noon 12/11/17 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.   

To Reserve, click "Register Now" below.


EPC Cleveland is grateful for the support of our sponsor:

Parking Options-
Option 1:  Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm.  Guests should present ticket to the reception desk at The City Club for validation.  After validation and if within the timing restrictions, the parking fee is $3.

Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate.  To take advantage, tell the valet you are attending an event at The City Club.  Once at The City Club, pick up a blue ticket from the reception desk.  Present this ticket to the valet upon claiming your car.  This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.

*Prices and timing restrictions subject to change without notice.

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