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 Wed May 12 PDT - Thu May 13 PDT (over 1 year ago)
In your timezone (EST): Wed May 12 11:30am - Thu May 13 5:00pm
Location Virtual
Region Americas

Join us for the G2 Forum to focus on human capital plans that engage and retain next generation principals.

Your next-gen is literally the future of your firm. But, are they ready to run the firm? Are they performing at their highest potential?

Join us for this interactive, action-packed event across two partial days to access leading industry experts on human capital, career pathing, G2 transitions, financing, and more. You’ll gain tools and a concrete roadmap to optimize your G2 for maximum engagement, results, and retention.


• Hiring for optimum success – Create a roadmap to find and onboard the optimal employees for today and the future
• Career pathing and leadership development – Gain and learn best practices to support G2 and G3 as the firm’s future leaders
• Incentive compensation – Design compensation structures to optimize G2 engagement and retention
• The power of professional management – Understand the meaningful role of senior leaders in employee engagement
• Financing and capital – Create the ownership path for G2
• The role of technology in attracting and retaining G2 – Assess how your tools and technology can support G2 engagement
• Stories from the front line – Learn from others who have successfully executed succession
• And much more


2021 Speakers

David Canter
EVP and Head of RIA and Family Office Segment, Fidelity Investments

David DeVoe
Founder and CEO, DeVoe & Company

Tim Kochis
Special Advisor, DeVoe & Company

Lisa Crafford
Principal, Consulting, Advisor Solutions, BNY Mellon | Pershing

Kara Duckworth
Client Advisor | Managing Director, Client Experience, Mercer Advisors

Brian Hamburger, JD
President and CEO, MarketCounsel Consulting

Scott Wood
Co-Founder and CEO, True North Advisors

Kelly Noonan
COO, CFO and Managing Partner, Willow Creek Wealth Management

Sharon Ash, JD
Chief Litigation Counsel, Hamburger Law Firm

Greg Friedman
Founder and CEO, Private Ocean

Bjorn Widerstedt
Vice President, Product Management | Black Diamond, SS&C Advent

Paul Pagnato
Co-Chairman, Cresset | Founder, PagnatoKarp

Dustin Mangone
Managing Partner | Director Inv Advisor Services, PPCLOAN

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

Mike McGinley
Executive Vice President, Head of Advisory Lending, Live Oak Bank

Vic Esclamado
Managing Director, DeVoe & Company

Brad Grubb
Managing Director, DeVoe & Company

Sponsors & Partners

2021 Sponsors

• Fidelity Investments
• Mercer Advisors
• BNY Mellon | Pershing
• Cresset
• Market Counsel
• Black Diamond Wealth Platform
• Dynasty Financial Partners
• PPC Loan
• Live Oak Bank