M&A in the Wealth Management Industry 2022 | CFA Institute | 27 January 2022 | Virtual Event
Venue
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| Event Date | Thu Jan 27 EST (almost 3 years ago) |
| Location | Virtual Event |
| Region | Americas |
Details
Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors. This rapidly developing niche presents a variety of opportunities for both investors and owners of RIAs, as industry changes have begun to affect the custody space, the emergence and application of new technologies, and generational transitions within firms.
This informative panel discussion will focus on the factors leading to an ongoing pipeline of active transactions, featuring a range of representative voices. There are many steps required to successfully merge firms’ systems and cultures into something greater than the sum of its original parts; panelists will address these steps, while also offering perspective on the greater implications of continued consolidation within the broader financial space.
Speakers
2022 Speakers
PANELISTS:
Raj Bhattacharyya
Chief Executive Officer, Robertson Stephens
Bob Oros
Chairman and Chief Executive Office, Hightower
Peter Nesvold
JD, CFA, Partner, Republic Capital Group
MODERATOR:
Rajat Saxena
Associate Partner, IBM’s Financial Service Strategy