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Kevin Heaton, Founder i3, LLC
Kevin Heaton is the founder and principal of i3, LLC, a Family CFO consulting and Private Asset Management firm, and has grown the organization into a team of highly-regarded associates providing clients with access to information, infrastructure, and investment opportunities. Mr. Heaton is a highly engaging speaker and presenter, and has contributed to MSN Money, US News and World Report and other outlets related to asset management and Family CFO leadership.
Mr. Heaton’s experience is grounded in wealth management and business valuation. As the Family CFO, he works diverse groups of families, investment groups and corporations seeking to understand the value of their company or assets for use in an acquisition, divestiture, wealth transfer or litigation.
Combined with an understanding of business valuation, Kevin’s extensive experience in the capital markets offers clients access to a network of investors with capital resources and investment strategies.
Kevin’s other areas of expertise include closely held private company business valuations, investor due diligence, litigation support, sell-side representation, buy-side representation, and investor identification.
Prior to founding i3, LLC, Mr. Heaton was CFO of a home services investment company, and grew revenues from $2 million dollars to $30 million dollars in only two years.
Kevin was also responsible for developing the US presence of Bucephale Asset Management, a Swiss-based, $250 million-dollar hedge fund.
Mr. Heaton began his career as an investment advisor at Merrill Lynch.
David Lisko, Attorney
Holland & Knight
David J. Lisko is an attorney in Holland & Knight’s Tampa, Florida Office and a member of the firm’s Business Litigation and Sports & Entertainment Sections. Mr. Lisko is also a Certified NFL Agent and business and crisis management consultant.
Mr. Lisko advises clients on contract negotiations, strategic business planning, litigation in state and federal courts, white collar criminal defense, alternative dispute resolution, investigations, and compliance policies and procedures.
Mr. Lisko’s clients consist of athletes, Fortune 500 companies, entrepreneurs and startup companies, teams, and non-profits charitable organizations.
In addition to being the President of the Sports Business and Leadership Association, Mr. Lisko is on the Board of Directors of Jacob Burke’s Just A Kid Foundation, a Member of the Sports Lawyers Association, and a Member of the National Football League Players Association.
Mr. Lisko was named a Tampa Bay Business Journal Up and Comer in 2014, a Barrister’s Best Sports and Entertainment Lawyer for Law Week Colorado in 2016, and a Florida Super Lawyer’s Rising Star in 2017.
Prior to joining Holland & Knight, Mr. Lisko received an bachelor’s degree from The Ohio State University and attended law school at The Ohio State Moritz College of Law.
Mr. Lisko played wide receiver on The Ohio State University football team (2004-2008) and was an “Academic All-Big Ten Team Selection” and a three-time “Big Ten Conference Champion.” Mr. Lisko also played lacrosse at The Ohio State University his freshman year and was a “Great Western Lacrosse League Champion.”
Mr. Lisko’s law firm bio can be found at https://www.hklaw.com/David-Lisko/
ABOUT THIS No-fee SESSION
What today’s high-profile athlete brings to the business table is multidimensional investment: it’s about more than money; it’s about brand and influence.
As professional athletics as an industry has matured, high-profile athletes see the value in being in greater control of their brand and maintaining and growing their assets in order to create a sustainable legacy of wealth for future generations.
This means creating a diversified portfolio that includes private assets as well as other types of investment vehicles and family businesses. More important, skills developed in sport are highly transferable to the business environment. In this webinar, we’ll take a high level look at the examples of successful brand endeavors, potential pitfalls and considerations before starting out.
We’ll look at: – Financial Dynamics – Behavioral Dynamics – Agreements
Who should attend: professional athletes, college athletes interested in learning for the future, Attorneys, CPAs and other professional advisors.
About i3, LLC
i3 is a Boutique Private Asset Management / Family CFO Office with a passion for helping families manage the complexities of family wealth and behavioral dynamics. Visit http://i3resources.com
About Holland & Knight
Holland & Knight puts their legal knowledge to work in a practical manner. They know that in order to be the best value to you, they must first provide personalized solutions tailored to client needs. With more than 1,300 lawyers and legal colleagues in over 40 countries around the world, Holland & Knight serves clients globally. Visit https://www.hklaw.com to learn more.