M & A + Succession Summit 2021 | DeVoe & Company | 28 October 2021 | Four Seasons Hotel San Francisco, 757 Market St, San Francisco, CA 94103, USA
Venue
Four Seasons Hotel San Francisco
Four Seasons Hotel San Francisco, 757 Market St, San Francisco, CA 94103, USA
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| Event Date |
Thu Oct 28 PDT - Fri Oct 29 PDT (about 3 years ago)
In your timezone (EST): 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 |
Details
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
Topics:
• 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
Speakers
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