Preparing Companies for Exit and the Current IPO Market



Fire Ring Chat w/ Joe Walker

Event will take place on Sept 7th and will include dinner. Dinner at 6pm. Lecture at 7pm.

Mr. Joseph A. Walker has been Vice Chairman of investment banking of JPMorgan Chase & Co. since May 23, 2012. Mr. Walker has been a Senior Advisor to General Motors since February 2001. At General Motors, He advises on a variety of corporate finance and development issues, including investment and balance sheet strategy, performance metrics, and the restructuring of investments in Hughes, Fiat, Isuzu, GMAC, and Onstar. He spent 22 years with J.P. Morgan & Co., thirteen as a Managing Director and the final four JW3years, he served as a Senior Investment Banker; as well as a member of the Investment Banking Management Committee, J.P. Morgan Capital Allocation Committee, and 60 Wall Street Funds Advisory Board. From 1998 to 2000, he served as global head of Technology, Media and Telecommunications (TMT) Investment Banking. From 1989 to 1997 he served in the Mergers & Acquisitions Department at J. P. Morgan. He served as Co-head of Advisory and Mergers and Acquisitions at J. P. Morgan and Co. since 1994. Mr. Walker held a number of senior positions within J. P. Morgan, including Head of the Basic Industries Group in the Advisory and Merger and Acquisitions Department and Head of the Restructuring Advisory Group. He serves as Director of Liquid Environmental Solutions Corporation, Roulette Intermedium, Inc., Meet the Composer and Pratt Institute. He served as a Director of The Hertz Corporation. from 1997 to 2001. He holds an M.B.A. and a B.A. from Columbia University.


La Quinta Resort & Spa Retreat

South Coast Retreat
October 12-14, 2012

La Quinta Resort & Spa
Eisenhower Drive
La Quinta, CA 92253






Friday October 12th

7:00 pm - 10:00 pm Dinner Reception


Saturday October 13th

8:30 am - 9:30 am Breakfast

9:30 am - 12:00 pm CM Meeting

12:00 pm - 1:00 pm Lunch

1:00 pm - 5:00 pm Activity

6:30 pm Dinner


Sunday October 14th

9:00 am Breakfast

Activities: We will be offering several activities with description and prices listed below. Each family will be credited $200 (?) for their choice of activity. Anything over and above the $200 will be at the Charter Member expense.


Golf: Enjoy an afternoon at the famed PGA west golf course. Green Fees, including golf cart $150 (?) per person.

Tennis: 2 hour clinic with pro

Living Desert: Take a journey through the portion of the Colorado Desert in its

preserved state: Price includes admission & shuttle: $25 adult, $12 children

under 13.

Aerial Tramway: Aboard the Palm Springs Tram, you will enjoy a breathtaking journey up the sheer cliffs of Chino Canyon. $24 adult, $17 children under 13.

Shopping: Shop at your leisure in downtown Palm Springs or the famed Street,

El Paseo in Palm Desert. There are no costs associated with this.


From Concept to Karma: An Entrepreneurial Journey - Fisker Automotive

Henrik Fisker
Executive Chairman, Fisker Automotive

Wednesday, March 28th 6:00 P.M
Chapman University, Beckman Hall #404
1 University Drive
Orange, CA  92866

 Fisker Automotive, an American car company based in Anaheim, is designing and developing the world’s first line of premium electric plug-in hybrids representing the company’s firm belief that environmentally conscious cars need not sacrifice passion, style, or performance.

Fisker2Henrik Fisker, a native of Denmark, is co-founder, executive chairman, and chief designer at Fisker Automotive. He will be speaking to us about the development of the Fisker Karma, the world’s first – and certainly most beautiful – true electric luxury vehicle with extended range and the freedom to plug in or fill up. An actual Karma will also be available for viewing and admiration outside Beckman Hall.

Immediately prior to co-founding Fisker Automotive in August 2007 Mr. Fisker was, and remains, co-founder and chief executive officer of Fisker Coachbuild, an automotive design house established in 2005 that revived the art of coachbuilding by combining beautiful design with existing world-class engineering.

FrFisker1om 2001 to 2005 Mr. Fisker held prominent design positions at Ford Motor Company. He was creative director at Ingeni, Ford's London-based design and creativity center. At Aston Martin he served as a member of the Board of Directors and design director. There he designed the Aston Martin V8 Vantage and was responsible for the production launch design of the DB9, variants of which were James Bond's preferred vehicles.

Mr. Fisker was also director of Ford's Global Advanced Design Studio in southern California. The cars designed under his direction included show cars such as the Shelby GR1, which was concept showcased at the 2005 North American International Auto Show.

In January 2001 Mr. Fisker became president and chief executive officer of DesignworksUSA, BMW's California-based industrial design subsidiary. Some of his most notable works include the BMW Z07 concept (1997) and Z8 roadster (1999), another Bond car.

In 1989 Fisker began his career in Germany at BMW's advanced design studio, BMW Technik GmbH, upon graduating from The Art Center College of Design in Switzerland.



Robert Grant Lecture

Grant Talk

Mr. Grant - For over 20 years, he has played a pivotal role in successful technology and business Grant2development in pharmaceutical, medical device, and healthcare markets.
Most recently, he was CEO and President of Bausch+Lomb Surgical, leading the significant growth of their product portfolio. From 2006-2010, Mr. Grant was President of Allergan Medical, leading the $3.2 billion Inamed acquisition and the commercial success of Botox Cosmetic, Juvederm, Natrelle breast implants, and Lap-Band brands. Beginning in 2003, Mr. Grant has served as Director, Chairman of the Board, CEO, President, COO, and CFO of Biolase Technology. From 1997-2003, he held various senior management positions at Lumenis.

Grant2Mr. Grant has served on several corporate boards as an independent director including: Acufocus, Myoscience, and ReShape. Additionally, he has served on several community and civil boards including: Make-A-Wish Foundation, Young Presidents Organization, UCI CEO Roundtable Steering Committee, Chapman Schmid College, The Henry Samueli School of Engineering at UCI and the law school at the same university.
Mr. Grant holds a BA from Brigham Young University and an MBA with Honors from Thunderbird School of Global Management. He has also attended the President's Seminar at Harvard Business School. He has lived and worked in nine countries and speaks Japanese, French, Korean, and German fluently.

Corporate Retreat September 2016


Cost:  $1,000 per Couple

Price Includes:
    2 Nights in a Deluxe Room
    Friday Night Reception
    Saturday Breakfast-Brunch and Dinner
    Surprise Guest Speaker for Saturday Morning Business Meeting
    Sunday Breakfast

Event Only:
     No Hotel Room
     Friday Night Reception: $100 per couple
     Saturday Brunch, Business Meeting and Dinner:
        $250 per couple
     Sunday Breakfast: $100 per couple