Topic: Private Equity: History, Growth & Emergence in Capital Markets
Speaker: James (J.R.) Rounsavall, CFO with Private Equity and Public Company experience
CPE credit: 1.0 You must be present for a minimum of 50 minutes of the presentation.
Agenda:
- 8:00 – 8:05: Chapter announcements
- 8:05 – 9:00: Speaker presentation
- 9:00 – 9:30: Networking
Lesson Objectives:
- Overview of Private Equity
- Describe the historical development of the U.S. private equity industry
- Explain the typical private equity fund structure
- Analyze private equity return profiles and fee structures
- Experiences working in Private Equity
Speaker's bio:
Field of Study: Finance
Please login to RSVP to meetings, so you can benefit from your membership status. Login
| RSVP | Subject | Date / Time |
Attendees | Status | Suggested Donation | |
|---|---|---|---|---|---|---|
| Reserve A Spot | Private Equity: History, Growth & Emergence in Capital Markets |
Apr 22
8:00am - 9:30am America/Chicago |
7 | Not registered | Free | |
| Reserve A Spot | Implementing A.I. Into Finance and Accounting Functions / Departments |
May 27
8:00am - 9:30am America/Chicago |
4 | Not registered | Free | |
| Reserve A Spot | Networking Happy Hour |
Jun 18
6:00pm - 8:00pm America/Chicago |
3 | Not registered | Free | |
| Reserve A Spot | TBA |
Jun 24
8:00am - 9:30am America/Chicago |
2 | Not registered | Free | |
| Reserve A Spot | TBA |
Jul 22
8:00am - 9:30am America/Chicago |
1 | Not registered | Free | |
| Reserve A Spot | TBA |
Aug 26
8:00am - 9:30am America/Chicago |
1 | Not registered | Free | |
| Reserve A Spot | Networking Happy Hour |
Sep 17
6:00pm - 8:00pm America/Chicago |
1 | Not registered | Free | |
| Reserve A Spot | TBA |
Sep 23
8:00am - 9:30am America/Chicago |
1 | Not registered | Free | |
| Reserve A Spot | TBA |
Oct 28
8:00am - 9:30am America/Chicago |
1 | Not registered | Free | |
| Reserve A Spot | Networking Happy Hour - Festive Season Celebration |
Dec 09
6:00pm - 8:30pm America/Chicago |
1 | Not registered | Free | |
| Perspectives with Purpose - How Finance Can Effectively Engage with Purchasing |
Mar 25
8:00am - 9:30am America/Chicago |
14 | Not registered | Free | ||
| Networking Happy Hour |
Mar 19
6:00pm - 8:00pm America/Chicago |
29 | Not registered | Free | ||
| Managing the LLC - What You Need to Know |
Feb 25
8:00am - 9:30am America/Chicago |
10 | Not registered | Free | ||
| 2025 Tax Update |
Jan 28
8:00am - 9:30am America/Chicago |
11 | Not registered | Free | ||
| Networking Happy Hour - Festive Season Celebration |
Dec 10, 2025
6:00pm - 8:30pm America/Chicago |
23 | Not registered | Free | ||
| Succession Planning |
Oct 22, 2025
8:30am - 10:00am America/Chicago |
16 | Not registered | Free | ||
| Networking Happy Hour |
Sep 18, 2025
6:00pm - 8:30pm America/Chicago |
17 | Not registered | Free | ||
| Big & Beautiful – Key Highlights of the New Tax Bill |
Aug 27, 2025
8:30am - 10:00am America/Chicago |
17 | Not registered | Free | ||
| Get a Grip on Your Business |
Jul 23, 2025
8:30am - 10:00am America/Chicago |
13 | Not registered | Free | ||
| In Transition - Now What Do I Do? |
Jun 25, 2025
8:15am - 9:45am America/Chicago |
46 | Not registered | Free | ||
| Networking Happy Hour |
Jun 19, 2025
6:00pm - 8:30pm America/Chicago |
15 | Not registered | Free | ||
| Job Market Updates and New AI Tools for Job Search |
May 28, 2025
8:15am - 9:30am America/Chicago |
21 | Not registered | Free |
The Woodlands chapter covers The Woodlands and surrounding areas north of Houston.
We hold monthly business morning meetings (except November and December) and quarterly evening social meetings.
1. BUSINESS MEETINGS: The Woodlands chapter meets every 4th Wednesday of the month (no meetings in November and December).
New meeting location:
One Hughes Landing
JP Morgan Chase office conference room
1800 Hughes Landing Blvd, Suite 425
The Woodlands, TX 77380
Agenda:
- 8:00 – 8:05: Chapter announcements
- 8:05 – 9:00: Speaker presentation
- 9:00 – 9:30: Networking
2. SOCIAL MEETINGS: We meet Quarterly for our evening social meetings. Please check the website.
3 Sponsors:
a. The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houston’s Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.
The Talance Group
713-357-9598 office
www.talancegroup.com
b. JP Morgan Chase
4. Leadership team:
- Bryan Valencia,[email protected]
- Bartho van Otterdyk, [email protected]
- Mark Kerr, [email protected]
- Stephen O'Brien, [email protected]
| Total Members | 384 |
|---|---|
| Alumni | (59%) 227 |
| Active | (35%) 135 |
| Associate | (2%) 7 |
| Retired | (4%) 15 |