Exclusive invite-only event
for the Upstate Capital Board of Directors and Annual Sponsors
Tickets are $250.
By invitation only. Want to learn more about becoming a major supporter of Upstate Capital? Send Noa a note at noa@upstatecapital.org.
Tuesday August 2
2:00 PM
Upstate Capital Board of Director’s Meeting
4:00 PM
Registration & Networking
4:30 PM
The Crane Paper Story
Todd Kletter
Managing Partner, WP Strategic Holdings
Todd is a consummate business professional and hands-on executive recognized for providing dynamic leadership, skilled negotiating, and exhibiting an entrepreneurial spirit through creation of new income streams, expense and margin management, and maximization of asset and cash flow. He is adept at assessing existing business processes and systems, translating business needs into discernable functional system requirements and implementing strategies that consistently generate revenue growth and profitability. With an MBA from Syracuse University’s Whitman School of Management, Todd has close to 20 years of experience leading top wholesale suppliers and manufacturers across niche industries, and a breadth of knowledge in key areas including revenue management, capital expenditure ROI, venture funding and budget planning and forecasting.
LinkedIn
Wednesday August 3
9:00 AM
Investor & CEO Perspetives
10:00 AM
Economic Outlook
Hugh Johnson
Chairman, Hugh Johnson Advisors, LLC.
Hugh serves as the Chairman of Hugh Johnson Advisors, LLC. In this position, he manages $1.2 billion in equity, fixed income, and cash investments for individual and institutional clients and serves as a consultant to $1.2 billion in institutional assets. In order to manage these assets effectively, Hugh formulates a broader outlook for the stock and bond markets by combining his knowledge of financial markets and economic history with an understanding of how market cycles work.
LinkedIn 12PM
Afternoon at the Races
The Saratoga Race Course
267 Union Ave, Saratoga Springs, NY 12866
Who Will Be There?
Investors | Capital Providers
Professional Advisors
Hugh Jonshon
Chairman @ Hugh Johnson Advisors
HUGH A. JOHNSON serves as the Chairman Emeritus of Graypoint LLC and Chairman of Hugh Johnson Advisors. He also serves as Chief Economist of both. In this position, he assists in the management of $2.1 billion in equity, fixed income, and cash investments for individual and institutional clients and assists as a consultant to $1.3 billion in institutional assets. In order to manage these assets effectively, Hugh formulates a broader outlook for the stock and bond
markets by combining his knowledge of financial markets and economic history with an understanding of how market cycles work
LinkedIn Entrepreneurs | Executives
Todd Kletter
Managing Partner, WP Strategic Holdings
Todd is a consummate business professional and hands-on executive recognized for providing dynamic leadership, skilled negotiating, and exhibiting an entrepreneurial spirit through creation of new income streams, expense and margin management, and maximization of asset and cash flow. He is adept at assessing existing business processes and systems, translating business needs into discernable functional system requirements and implementing strategies that consistently generate revenue growth and profitability. With an MBA from Syracuse University’s Whitman School of Management, Todd has close to 20 years of experience leading top wholesale suppliers and manufacturers across niche industries, and a breadth of knowledge in key areas including revenue management, capital expenditure ROI, venture funding and budget planning and forecasting.
LinkedIn Upstate Capital Team
Do you have any questions about the Saratoga Forum? Connect with us!
Noa Simons
President & CEO @ Upstate Capital
I lead the Upstate Capital Association of NY, a membership-based organization committed to building the upstate ecosystem through events like the Saratoga Forum, the Buffalo PE Summit and the Invest NY Series.
LinkedIn Email Bailey Burke
Events Director
Email