Join us to gain a deep understanding of the five repurchase strategies (Recycle, Redeem, Re-leverage, Reshuffle, Rebalance) and their effects on employee-owner participant levels, repurchase obligations, and the sustainability of ESOPs. This session will feature live discussions of real-life case studies, allowing you to see how these strategies play out in practice. By exploring actual scenarios and their outcomes, you'll develop valuable insights into the impact of each strategy and how they can be applied to enhance the sustainability and effectiveness of your ESOP. Don't miss this opportunity to learn from practical examples and make informed decisions regarding your ESOP repurchase strategies.
Learning Objectives:
Understand the 5 Rs of repurchase strategies.
Comprehend the impact of the 5 Rs on benefit levels, repurchase obligations, and ESOP sustainability.
Discuss changes to the repurchase strategies through real-life case studies.
Henry Ventura, CFA, ASA
Director Prairie Capital Advisors, Inc. Atlanta, GA