Venue
Four Seasons Hotel San Francisco
Four Seasons Hotel San Francisco, 757 Market St, San Francisco, CA 94103, United States

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 MST - Fri Oct 29 MST (8 months ago)
In your timezone (EDT): 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