Havener Capital Partners’ Post

Reflecting on an unprecedented investment conference I attended recently, I can wholeheartedly say it tops my experiences in over a dozen years in the industry. What made it truly remarkable wasn't the venue, but the inspiring mix of professionals and clients who were present. Breaking the mold, the event skipped the usual advisor-only gatherings and instead welcomed over 270 attendees, including Advisors, Clients, and their CPAs/Attorneys—a refreshing tableau of the financial community. It was the first conference I've seen that promoted such an integrated environment, offering a rare glimpse 'under the hood' to clients and forging stronger, more transparent connections. The buzz surrounding the conference still lingers, echoing the vital realization that struck me: true worth lies in the pursuit of a life of significance rather than just conventional success. Wealth and happiness may often define success, but I left the conference contemplating a deeper purpose. It's not just about the accumulation of wealth or personal contentment; it's how we utilize our resources and share joy with others. Embracing this philosophy, my family and I are committed to making meaningful contributions with the time we have—establishing a legacy that resonates with future generations. Here's to living a life rich in significance, one where every choice and action crafts an enduring impact. 🌟 Legacy Wealth Management #InvestmentConference #FinancialCommunity #LifeOfSignificance #LegacyBuilding #liveyourlegacy #taxsmartinvesting

Why does Todd Yuba of Santa Barbara Foundation come to the Mission Investors Exchange National Conference? 📈 Four weeks to go! Follow our countdown to our 2024 National Conference where attendees have the chance to advance their #impactinvesting practice. #MissionInvest2024

It's been a few weeks since my colleagues and I had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

Did this exact post pop up in your feed a couple of weeks ago? That’s right—we’re bringing it back. Because we believe it’s absolutely crucial to double-highlight why Investors should attend Slush 2024. As we mentioned before, our Head of Investors crafted an impressively complex piece of content for this. If you’ve already read the article, you’re all set. If you haven’t but are short on time, here’s a brief recap: 🔹 Discover top global companies in person  🔹 Connect with world-class VCs 🔹 Build relationships directly with LPs  🔹 Join 3,299 other investors on Investor Day  🔹 Network in a curated, relaxed setting If you truly want to read it, we can link it for you here: https://lnkd.in/gpPfbJ92 And if you just want to cut to the chase, skip the article, and go straight to purchasing your tickets, we can link that one for you as well: slush.org/tickets

Love these high-level takeaways from my due diligence discussion with Cherub today! So many actionable insights for both founders and investors.

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness