April 1, 2015

Richard Fuld, Jr. to Deliver Keynote Address at 2015 Marcum MicroCap Conference

Richard Fuld, Jr. to Deliver Keynote Address at 2015 Marcum MicroCap Conference

New York City, NY – Richard S. Fuld, Jr., Chairman of Matrix Advisors and former Chairman of Lehman Brothers, will deliver the keynote address at the 2015 Marcum MicroCap Conference, taking place May 27-28 at the Grand Hyatt Hotel in New York City.  This will be Mr. Fuld’s first major public address since leaving Lehman Brothers in 2008. The annual investor event is presented by Marcum LLP, a top national accounting and advisory services firm.

Mr. Fuld will discuss How Emerging Growth Companies Can Succeed in Today’s Capital Markets: Perspectives from My Journey. His talking points will include the strategy employed by Lehman Brothers to become one of the world’s leading investment banks, aspects of the financial crisis, the current capital market environment, and the keys to success for today’s growth companies choosing to access the capital markets. 

Prior to founding Matrix Advisors in April 2009, Mr. Fuld was chairman of the Board of Directors of Lehman Brothers Holdings Inc. and Lehman Brothers Inc. from 1994 to 2008.  He also served as chief executive officer of the Company from 1993–2008.  Mr. Fuld served on the Board of Directors of the Federal Reserve Bank of New York from 2005 until 2008, and was also a member of the International Business Council of the World Economic Forum. 

About the Marcum MicroCap Conference
The annual Marcum MicroCap Conference introduces investors to superior, undiscovered companies with under $500 million in market capitalization. Since its inception, it has become a cornerstone event for the microcap market, featuring presentations by CEOs and CFOs from breakthrough high-growth companies, top picks by leading small cap analysts, and insightful commentary on successful investment strategies and sectors. Featured companies represent six industry sectors, including Technology, Media & Internet; Software & Business Services; Life Science & Healthcare; Retail & Consumer Products; Energy & Natural Resources; and Industrials. The conference additionally includes a full agenda of panel discussions on issues of strategic importance to small cap issuers and investors.

The event attracts top fund managers and qualified high net worth investors focusing on small cap equities. Over 2,000 participants from all segments of the microcap market attend each year, including  senior management, finance and legal executives, venture and lower middle-market private equity investors, institutional investors, directors, investment bankers, buy- and sell-side analysts, and service providers to the microcap marketplace.

Marcum is a registered Public Company Accounting Oversight Board (PCAOB) firm. Marcum’s Assurance Division provides the most up-to-date service and guidance on SEC accounting and reporting issues. Services include Financial Statement Audits in accordance with PCAOB standards; Tax Compliance and Advisory Services; Due Diligence; Agreed-Upon Procedures and Other Attest Work; Internal Audit Services; Sarbanes-Oxley Section 404 Compliance Services and Software; Technical Accounting Assistance; and IPO Assistance. Marcum’s SEC Practice led the audit industry in most net new public company clients in the fourth quarter of 2013.

About Matrix Advisors, LLC
Matrix Advisors, LLC is a New York-based corporate strategic advisory firm. Matrix provides business development, M&A and capital markets advice to small and medium-sized businesses. For more information, email [email protected].

About Marcum LLP
Marcum LLP is a top-ranked national accounting and advisory firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services. Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum.