M & A + Succession Summit 2021 | DeVoe & Company | 28 October 2021 | Four Seasons Hotel San Francisco, 757 Market St, San Francisco, CA 94103, United States
Venue
Four Seasons Hotel San Francisco
Four Seasons Hotel San Francisco, 757 Market St, San Francisco, CA 94103, United States
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| Event Date |
Thu Oct 28 MST - Fri Oct 29 MST (about 3 years ago)
In your timezone (EST): Thu Oct 28 11:00am - Fri Oct 29 8:00pm |
| Location |
Four Seasons Hotel San Francisco
757 Market St, San Francisco, CA 94103, United States |
| 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
KEYNOTE SPEAKERS:
Matthew Cooper
Partner, President, Beacon Pointe Advisors
Shannon Eusey
CEO, Beacon Pointe Advisors
Bernard (Bernie) Clark
Head, Advisor Services, Charles Schwab & Co., Inc.
SPEAKERS AND PANELISTS:
Catherine Williams
Head, Practice Management, Dimensional Fund Advisors
Brian Hamburger
President and CEO, MarketCounsel
Dave Barton
M&A Leader, Mercer Advisors
Scott Hanson
Co-Founder, Senior Partner, Allworth Financial
Mike LaMena
Chief Executive Officer, Wealthspire Advisors
Derek Holman
Managing Director, Co-Founder, EP Wealth Advisors
Chris Boehm
Managing Partner, Co-Founder, Cresset Partners
Tom Haught
President, CEO, Sequoia Financial Group
Kirsten Petras
Executive Director, Sales, Oak Street Funding
Dustin Mangone
Managing Partner, Director, Inv. Advisor Services, PPCLOAN
James Hughes
Head, Investment Advisory Lending, Live Oak Bank
Harris Baltch
Head, M&A and Capital Strategies, Dynasty Financial Partners
DEVOE & COMPANY SPEAKERS:
Vic Esclamado
Managing Director, DeVoe & Company
Brad Grubb
Managing Director, DeVoe & Company
Francine Miltenberger
Managing Director, DeVoe & Company
David DeVoe
Founder, CEO, DeVoe & Company
Sponsors & Partners
2021 Sponsors
SUPPORTERS OF OUR GROWING LIST OF SPEAKERS AND PARTNERS:
• Charles Schwab
• Beacon Pointe
• Own you tomorrow
• EP Wealth Advisors
• Dimensional
• BNY Mellon Pershing
• Wealthspire Advisors
• Mercer Advisors
• Oak Street Funding
• Cresset
• Goldman Sachs
• Allworth Financial
• Sequoia Financial Group
• DP
• Vanguard
• Capital Group
• PPCLoan
• Capital Group