Four Seasons Hotel San Francisco
Four Seasons Hotel San Francisco, 757 Market St, San Francisco, CA 94103, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Oct 28 PDT - Fri Oct 29 PDT (8 months ago)
In your timezone (EDT): Thu Oct 28 10:15am - Fri Oct 29 2:55pm
Location Four Seasons Hotel San Francisco
757 Market St, San Francisco, CA 94103, USA
Region Americas

The health and safety of attendees are of utmost priority in our planning.
If applicable at the time of the event, DeVoe & Company will follow Covid-related guidance from the CDC or the State of California.
Given ongoing changes to guidelines and requirements, we will share procedures closer to the event with all attendees.
We are also happy to highlight the four Seasons Lead with the Care safety program.

Agenda Overview:
The two-day interactive meeting offers:
• Rich content in multiple formats: keynotes, general sessions, and panels
• Networking times during coffee breaks, receptions, and dinners

• Current State and Outlook for RIA M&A
• The RIA Industry 2030 and Beyond
• Lessons from Seasoned Acquirers
• Optimizing Valuation and Economic Deal Structure
• Technical Roadmaps and Strategic Guidance for Transactions
• Financing Acquisitions and Succession
• Your Topics: One-on-Ones Meetings with Industry Experts


2021 Speakers

Matthew Cooper
Partner | President, Beacon Pointe Advisors

Shannon Eusey
CEO, Beacon Pointe Advisors

Bernard (Bernie) Clark
Head of Advisor Services, Charles Schwab & Co., Inc.

Ben Harrison
Co-Head, Wealth Solutions, BNY Mellon | Pershing

Brian Hamburger
President and CEO, MarketCounsel

David DeVoe
Founder & CEO, DeVoe & Company

Catherine Williams
Head of Practice Management, Dimensional Fund Advisors

Kirsten Petras
Executive Director of Sales, Oak Street Funding

Derek Holman
Managing Director | Co-Founder, EP Wealth Advisors

Dustin Mangone
Managing Partner | Director of Inv. Advisor Services, PPCLOAN

Dave Barton
Vice Chairman | M&A Leader, Mercer Advisors

Scott Hanson
Co-Founder | Senior Partner, Allworth Financial

Mike LaMena
Chief Executive Officer, Wealthspire Advisors

Chris Boehm
Managing Partner & Co-Founder, Cresset Partners

Tom Haught
President & CEO, Sequoia Financial Group

James Hughes
Head of Investment Advisory Lending, Live Oak Bank

Harris Baltch
Head of M&A and Capital Strategies, Dynasty Financial Partners

Greg Friedman
Founder and CEO, Private Ocean

Benjamin Kille
Chief Executive Officer, Private Capital Group

Vic Esclamado
Managing Director, DeVoe & Company

Jane Williams
Special Advisor, DeVoe & Company

Brad Grubb
Managing Director, DeVoe & Company

Ed Moore
Special Advisor, DeVoe & Company

Francine Miltenberger
Managing Director, DeVoe & Company

Sponsors & Partners

2021 Partners

• Charles Schwab
• Beacon Pointe
• EP Wealth Advisors
• Dimensional
• BNY Mellon Pershing
• Wealthspire Advisors
• Mercer Advisors
• Oak Street Funding
• Cresset
• Goldman Sachs
• Allworth Partner Program
• Sequoia Financial Group
• Dynasty Financial Partners
• LiveOakBank
• PPCLoan
• LPL Financial
• Nuveen
• Capital Group American Funds
• Vanguard
• MarketCounsel