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2008 SMALL BUSINESS OPPORTUNITY CONFERENCE

Small Business Opportunity Center - Northwestern University School of Law
Thursday, September 4, 2008

Non-profits and Social Entrepreneurship   Social entrepreneurships and non-for-profit organization are becoming an increasing trend in today's society. The panel discusses entrepreneurs forming ventures to create social change in the community, social responsibility, and non-profit organizations engaging in social causes and money making activities. The panel will feature a prominent social entrepreneur of a cheesecake company, an experienced lawyer and academic in entrepreneurial finance and social responsibility, and an expert lawyer on non-profit organizations.   Marc J. Lane, Marc J. Lane Wealth Group® Marc J. Lane is a business and tax attorney and a Master Registered Financial Planner.  He heads up Marc J. Lane Wealth Group®  (www.MarcJLane.com) including The Law Offices of Marc J. Lane, P.C.; Marc J. Lane Investment Management, Inc., an SEC-registered investment advisor; Marc J. Lane & Company a FINRA-registered, full-service general securities firm; and Marc J. Lane Risk Management, Inc., an insurance agency.  Together, the firms take a multi-disciplinary approach to legal and financial decision-making.   Mr. Lane pioneered Advocacy Investing® (http://www.AdvocacyInvesting.com), his proprietary values-based investment strategy in which both equities and fixed-income securities are selected by exacting financial and governance standards as well as criteria driven by each investor's unique social and environmental concerns.  Advocacy Investing reflects Marc J. Lane Wealth Group's commitment to drive positive social change, to promote transparency and corporate accountability to stakeholders, and to apply business and entrepreneurial principles to the remediation of social problems.    Marc Lane has been an Adjunct Professor of Law at Northwestern University School of Law and an Adjunct Professor of Business at the University of Illinois, where he has taught courses in entrepreneurship and entrepreneurial finance.  He is the author of 32 books including Profitable Socially Responsible Investing? An Institutional Investor's Guide (Euromoney Institutional Investor Books, 2005), Representing Corporate Officers and Directors (Aspen Publishers, 2004 and supplemented annually), and Advising Entrepreneurs: Dynamic Strategies for Financial Growth (John Wiley and Sons, 2001).   Marc Schulman, President, Eli's Cheesecake CompanyMarc Schulman is the president of Eli's Cheesecake Company. Marc's father Eli entered the restaurant business in the 1940 on Chicago's west side and opened Eli's the Place for Steak on the Northwestern Chicago Campus in 1966. Eli Schulman developed the cheesecake recipe as the signature dessert for his restaurant. It was in 1980 at the first Taste of Chicago that sales were made outside the restaurant. Marc took over the family business in 1984 and has continued his father's commitment to the community. Mr. Schulman received a J.D. from Northwestern University School of Law in 1979.   Patricia Carlson, Partner, Burke, Warren, McKay, and Serritella, P.C. Patricia B. Carlson is a partner at Burke, Warren, McKay, and Serritella, P.C. Her practices focus on corporate and tax issues involving a wide range of corporations, with a specialization in not-for-profit organizations. She has worked with exempt entities on issues such as risk management policies, confidentiality of records, tax exemption, private inurement, unrelated business income, and sales tax. Ms. Carlson received an A.B., cum laude, from Princeton University, a M.A. in Public Affairs from the University of Minnesota, and a J.D., cum laude, from Northwestern University in 1980.

 

Marc J. Lane is a business and tax attorney and a Master Registered Financial Planner.  He heads up Marc J. Lane Wealth Group®


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Announcing Marc J. Lane's 35th Book:

The Mission-Driven Venture: Business Solutions to the World's Most Vexing Social Problems

More About The Book
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