Meeting/Event Information

November 12 Webinar with PNC Bank and Solebury

November 12, 2020
2:00 PM - 3:00 PM


Topic: Navigating equity capital markets, investor relations and corporate communications through uncertainty

Speakers: Lisa Wolford, Sloan Bohlen, Ted Hatfield
Moderator: Julie Sudduth

Lisa Wolford
Lisa joined Solebury Trout as Co-CEO in September 2017 to lead the corporate communications practice. Lisa brings more than 25 years of experience to the role, having advised CEOs and senior executives at some of the world’s largest and most high-profile companies, as well as innovative start-ups and leading non-profits. Since joining Solebury, select assignments have included:

  • IPO communications strategy for clients as varied as a human capital management technology company; large truck carrier; and innovative biotech firm
  • Presentation and media training courses to prepare senior management teams for analyst days, roadshows, media interviews and other high-profile external speaking opportunities
  • Ongoing communications counsel for retained clients seeking to generate greater external awareness with key stakeholder audiences

Previously, Lisa served as Managing Director, New York for Glover Park Group, a leading public affairs consultancy, where she provided corporate communications counsel across the firm’s client base to companies such as J.P. Morgan Chase and Coca Cola North America. Prior to that, as a Partner at Robinson Lerer Montgomery (now Finsbury), a global corporate and financial communications firm, Lisa led a 20-person team of senior professionals on high-profile, proactive communications programs to support or redefine a company’s image, often for clients undergoing intense media, public and regulatory scrutiny. Large, multi-year engagements included Toyota North America, Citi, UnitedHealth Group and Discover Financial Services.

Lisa has a B.A. in Government from Beloit College. She lives in Brooklyn Heights, NY with her husband and twins, a son and daughter.

Sloan Bohlen – Managing Director and COO of Investor Relations
Sloan joined Solebury Trout as a Director in February of 2016, after more than 12 years of experience in both buy-side and sell-side research and investment banking. 

Sloan recently worked as an analyst at Balyasny Asset Management, a multi-strategy hedge fund with over $12 billion in assets under management. He was responsible for equity recommendations across the Financials sector in the US, Canada and Latin America. Areas of coverage included real estate, specialty finance, banks, asset managers, credit cards, financial services and financial technology.

Previously Sloan was a Vice President at Goldman Sachs in sell-side equity research. He covered both the REIT and specialty finance sectors for more than seven years. In that time, he authored industry and company specific research reports, created proprietary financial and valuation models and marketed his recommendations to both long-only and long-short investors.

In REITs, Sloan has covered every major property type, as well as mortgage REITs and real estate brokers. In 2011, Sloan was ranked the #2 Real Estate analyst in the Wall Street Journal’s “Best on the Street.”

Sloan began his career as an investment banking analyst at Sandler O’Neill & Partners focusing on regional banks.

Ted Hatfield
Ted Hatfield co-founded Solebury Capital in 2005 and has jointly led the firm to become the country’s most influential equity capital markets advisory boutique. Ted has nearly 30 years of capital markets experience on Wall Street, including a background in fixed income trading, equity underwriting and ECM advisory. Ted has been responsible for the pricing of more than 750 IPOs, marketed follow-ons and block trades in every sector of the economy.

Prior to forming Solebury, Ted spent 20 years at Credit Suisse, serving as Head of U.S. Equity Syndicate Department – Americas. For approximately 10 years, Ted was responsible for overseeing the marketing, pricing, allocation and trading of all Credit Suisse’s equity and equity-linked transactions listed in North America as well as all US-listed transactions marketed abroad. Ted was a member of the organization’s U.S. Equity Management Committee, Global ECM Management Committee, Equity Valuation Committee, Global Research Reform Project Board, IPO Practices Committee and Co-Chairman of the IPO Allocation Review Committee.

Ted received a B.S. in Finance and Marketing from Lehigh University and lives in Summit, NJ with his wife and four children.


Julie Sudduth
Julie Young Sudduth is executive vice president and regional president for Houston for PNC Bank.  She is responsible for driving growth across all segments and for leading PNC’s new market expansion in South Texas.

Sudduth previously held the role of executive vice president for IBERIABANK (IBKC) where she built and led the syndications division from 2009 through 2018.  She led the origination, structuring and distribution of all senior debt facilities arranged by IBKC.  She was also responsible for creating and managing IBKC’s special operations division and she authored the bank’s position on private equity sponsored lending

Previously she held various senior positions for Amegy Bank (ZION) in syndications, corporate banking, special assets and credit risk management.  She began her career in 1997 in Amegy’s officer development program.

She currently serves as Secretary for the Discovery Green Conservancy Board, chairs the finance/audit committee and is an active member of the advancement committee.   Sudduth is a member of the board of trustees for the Good Samaritan Foundation (GSF) and serves on the GSF executive committee and the endowment board.  She also serves on the board of the Ronald McDonald House Houston (RMHH) and is a member of the finance committee and is leading a strategic planning task force for the house.

She has previously served on the alumni board of St. John’s School and the board of Houston Methodist Hospital Young Leaders for Medicine.

Sudduth holds a bachelor of business administration and bachelor of arts (french), with distinction from Southern Methodist University.  She holds a Master of Business Administration from Rice University.

1 hour CPE credit

Thank you to our Strategic Partner PNC Bank and co-host Solebury Trout



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