You’re Invited to a Private CEO Roundtable with CEO Coaching International

Weds., July. 30, 2025
3pm PT / 6pm ET
zoom

RSVP TODAY

Please join us for an exclusive, off-the-record gathering of select CEOs and senior leaders from across the financial services and real estate industries on Weds., July 30 at 3pm PT/6pm ET.

This invite-only CEO roundtable is highly interactive and designed to spark meaningful conversations and connections and among top decision-makers navigating scale, capital events, and market complexity.

This session will be hosted by two of the industry’s most respected voices.

Your Hosts:

  • Jeff Tennyson: Visionary mortgage CEO and financial services executive who scaled Lima One Capital from $200M to $2B+ in originations and led multiple private equity-backed exits.
  • Byron Carlock: Former PwC U.S. Real Estate Practice Leader with nearly four decades advising REITs, developers, and institutional real estate platforms.

Together, they’ll guide a dynamic conversation focused on the unique challenges and opportunities facing financial and real estate CEOs today. Topics will cover what’s top of mind for attendees, including some of the following.

Potential Discussion Topics:

  • Market dynamics, including trends, interest rate impacts, and where creative financing is winning.
  • Deal strategies, including where CEOs are deploying capital, what they’re walking away from, and how they’re weighing buy vs. build vs. partner.
  • Headwinds keeping leaders up at night, from operational pain points to early signs of distress and delayed priorities.
  • Exit readiness, succession planning, and legacy, including what’s giving CEOs pause, and what would make them pull the trigger.

Attendance is limited. Cameras on, confidentiality honored, and full engagement expected.

Complete the form below to request your invitation.

Event