Success in ESOPs often leads to a growing repurchase obligation. In this workshop, we will dive into 3LS' RO (Repurchase Obligation) asset diversification strategy, with a particular focus on generating future returns and immediate strategic growth through private equity investments. This session will provide a strategic business-oriented perspective, along with expert insights from a private equity professional and the viewpoint of the ESOP trustee. By attending, you'll gain valuable knowledge about diversifying RO assets and optimizing your ESOP's financial strategy for sustained growth. Don't miss out on this opportunity to explore innovative approaches to managing repurchase obligations.
Learning Objectives:
Better understand the management challenges of the long-term repurchase obligation.
Utilize strategies to manage the long-term RO, including the roles of treasury management, fund management, real asset investing, and private equity investing.
Better understand private equity investing, how PE funds operate, and how ESOPs can leverage these organizations for future returns and near-term strategic growth
Eric Strickland, MBA
President/CEO 3LS, Inc. Franklin, TN
tracy E. Woolsey
Senior Vice President GreatBanc Trust Company Lisle, IL