Our Events

Our Events

ECHELON’s gatherings attract the industry’s leading executives and the service providers that help them achieve their business goals.

ECHELON Partners regularly hosts events, from small dinners with leading companies to multiday conferences, bringing together visionary executives and the industry’s finest professional service providers.

Event Dates Event Sponsor Event Title Session Title Location
10/17/2017 InvestmentNews Best Practices Workshop Build or Buy – or Both Boston, MA
10/11/2017 Wealth
management.com
2017 Executive Forum and Industry Awards Nominee New York City, NY
10/5/2017 Pershing Practice Management Forum TBA Atlanta, GA
10/4/2017 Pershing Regional Symposium TBA Seattle, WA
9/27/2017 Pershing Practice Management Forum TBA Denver, CO
Event Dates Event Sponsor Event Title Session Title Location
9/18/2017-9/19/2017 ECHELON Partners The Deals and Deal Makers Summit The Keynote Debate Newport Beach, CA
6/14/2017- 6/16/2017 Pershing Advisor Solutions Insite17 Is M&A a Healthy Choice for Your Advisory Firm? San Diego, CA
6/5/2017-6/6/2017 First Clearing Business Growth Forum TBA St. Louis, MO
5/23/2017 IMCA N/A Building High-Performance Teams and Driving Measurable Results Webcast
4/24/2017-4/26/2017 Pershing Advisor Solutions Client Advisory Board Maximizing the Value of Your Business Del Mar, CA
3/22/2017-3/24/2017 Barrons Top Independent Advisors Summit The Artful DealMaker, Getting More Value from Mergers and Acquisitions Orlando, FL
2/28/2017-3/2/2017 Pershing Advisor Solutions Elite Advisor Summit Opprotunity Knocks: Deal or No Deal? Turnberry, FL
11/1/2016-11/3/2016 Pershing Advisor Solutions Advisor Council Opportunity Knocks – M&A Workshop Laguna Beach, CA
10/18/2016-10/19/2016 ECHELON Partners The Deals & Deal Makers Summit Keynote Debate: The Future of Wealth Management…A Deal Maker’s Perspective New York City, NY
10/18/2016 Investment News Best Practices Workshop Valuing your Practice and Understanding Mergers & Acquisition Activity New York City, NY
9/23/2016 PIMCO PIMCO Wealth Management Forum Analysis of Industry Trends, Platforms and M&A Newport Beach, CA
6/7/2016-6/9/2016 Pershing Advisor Solutions INSITE 2016 The Most Powerful Trends in Wealth Management – Mergers & Acquisitions Orlando, FL
5/2/2016-5/3/2016 Pershing Advisor Solutions West Regional Symposium Capitalizing on the Most Powerful Trends in Wealth Management M&A San Francisco, CA
4/5/2016-4/6/2016 Pershing Advisor Solutions East Regional Symposium Capitalizing on the Most Powerful Trends in Wealth Management M&A McLean, VA
3/9/2016-3/11/2016 The Ensemble Practice Annual Client Conference Internal vs. External Deals San Diego, CA
3/2/2016 Financial Planning Association Breakfast Meeting Valuation and Internal Succession Alamo, CA
2/17/2016- 2/18/2016 Pershing Advisor Solutions Best Ideas Round Table Advanced Client Acquisition / M&A Strategies Park City, UT
11/3/2016- 11/4/2016 Pershing Advisor Solutions Midwest Regional Symposium The Future of Wealth Management Chicago, IL
10/22/2015 Washington Wealth Management Annual Sales & Strategy Meeting Capitalizing on the Most Powerful Trends in Wealth Management M&A Los Angeles, CA
10/13/2015 Investment News Best Practices Workshop Increasing the Value of Your Practice New York City, NY
10/8/2015 – 10/9/2015 Pershing Advisor Solutions Northwest Regional Symposium The Future of Wealth Management Chicago, IL
10/7/2015 CFA Society of Portland CFA Luncheon Capitalizing on the Most Powerful Trends in Wealth Management M&A Portland, OR
9/16/2015 – 9/17/2015  ECHELON Partners  The Deals and Deal Makers Summit The Financial Engineering Behind Deal Making  Newport Beach, CA
6/3/2015 – 6/5/2015 Pershing Advisor Solutions INSITE15 The Journey of an Inorganic Growth (M&A) Strategy Orlando, FL
2/24/2015 – 2/25/2015 Pershing Advisor Solutions Northeast Regional Symposium The Future of Wealth Management New York City, NY
1/28/2015-1/30/2015 TD Ameritrade National LINC Advisor Conference 2015 Avoid Spinning Your Wheels and Close More Deals San Diego, CA
1/22/2015 Pacific Southwest Financial 2015 Kick-Off Meeting The Future of Wealth Management Irvine, CA
12/8/2014-12/11/2014 MarketCounsel The MarketCounsel Summit Chutes and Ladders: Characteristics of Deals That Get Done Las Vegas, NV
10/22/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm San Francisco, CA
10/22/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm Dallas, TX
10/21/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm Chicago, IL
10/14/2014 Investment News Best Practices Workshop Lunch Session: Increasing the Valuation of Your Firm Chicago, IL
10/9/2014 Symmetry Partners Symmetry Summit Valuation, Succession, and M&A Trends Charleston, SC
10/7/2014 Financial Planning Association Illinois Conference for Advanced Planning Valuation and M&A Lisle, IL
9/28/2014 Financial Services Institute Financial Advisor Summit Practice Valuation Methods and Options Washington, D.C.
9/24/2014 ECHELON Partners The Deals and Deal Makers Summit Negotiating & Structuring Your Deal Santa Monica, CA
8/12/2014 Investment News Best Practices Workshop What Is Your Practice Worth? Webcast
6/6/2014 Pershing Advisor Solutions INSITE 2014 Is the Grass Greener? Growth by Merging, Acquiring or Transitioning Hollywood, FL
5/1/2014 ECHELON Partners Deals & Deal Makers Summit The Future of Wealth Mgmt- A Deal Maker’s Perspective New York, NY
5/1/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm New York, NY
4/29/2014 Laserfiche Driving the Green Strategies to Maximize the Valuation of Your Firm Minneapolis, MN
9/26/2013 ECHELON Partners Deals & Deal Makers Summit The Future of Wealth Mgmt- A Deal Maker’s Perspective Santa Monica, CA
9/18/2013 Financial Planning Association

Mastering Mergers

Prep. Phase and Execution Phase Irvine, CA
7/16/2013 LPL Financial

Boosting Your Bottom Line

Balancing Fees and Commissions for Optimal Revenue Generation Webcast
5/28/2013 FPA Norcal FPA Norcal Annual Conference Your Liquidity Event: A Blueprint to Optimize Valuation and Succession San Francisco, CA
5/02/2013 Cal CPA Annual Meeting for the Committee on Personal Financial Planning A Blueprint to Optimize Valuation and Succession Paso Robles, CA
3/26/2013 Fidelity Options for Independence Roundtable Lunch Comparing Rollups and TAMPs Century City, CA
3/12/2013 Pershing Advisor Solutions National Sales Team Meeting Overview of Valuation Services Webcast
11/01/2012 Pershing Advisor Solutions Focus on Management and Leadership Business Brilliant Beverly Hills, CA
10/19/2012 Investment News Planning for Your Firm’s Succession Insights on Valuation and Succession Transactions Chicago, IL
7/17/2012 – 7/18/2012 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
6/13/2012 Schwab Realizing the Full Value of Your Practice Realizing the Full Value of Your Practice Webcast
5/22/2012 Investment News What’s Your Succession Plan? What’s Your Succession Plan? Webcast
4/26/2012 London Life Right Programs, Right People Positioning yourself for buying or selling a business Ottawa, ON
4/24/2012 Great West Life Advanced Practices, Advanced Programs Positioning yourself for buying or selling a business Ottawa, ON
4/19/2012 London Life Right Programs, Right People Positioning yourself for buying or selling a business Calgary, AB
4/16/2012 Great West Life Advanced Practices, Advanced Programs Positioning yourself for buying or selling a business Calgary, AB
9/16/2011 Financial Planning Association FPA Experience 2011 A Golden Opportunity: Becoming the Ultimate Successor for Transitioning Advisors San Diego, CA
9/14/2011 Financial Planning Association FPA Experience 2011 If Not You, Who? The Importance of Succession Planning for All Advisors. San Diego, CA
1/21/2011 Fidelity Institutional Wealth Services National Sales and RM Meeting M&A Panel Boston, MA
11/18/2010 TD Ameritrade Institutional Valuation Workshop Creating, Calculating, and Capitalizing on Your Firm’s Value Beverly Hills, CA
10/7/2010 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
7/27/2010 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
6/8/2010 TD Ameritrade Institutional Elite Advisor Summit Insights on Valuation and Acquisition Strategies Laguna Beach, CA
6/2/2010 Financial Planning Association NorCal Conference Continuity Planning and Succession Planning San Francisco, CA
3/8/2010 American Bankers Association ABA Wealth Management Summit M&A Opportunities in Today’s Environment Phoenix, AZ
2/3/2010 National Independent Financial Advisor’s Panel Semi-Annual Meeting Valuation and Succession Planning Orlando, FL
11/5/2009 Loring Ward Elite Advisor Conference Mastering Continuity Planning and Succession Planning Austin, TX
10/29/2009 Dimensional Fund Advisors DFA Meeting M&A Opportunities, Equity Sharing, and Continuity Planning New York City, NY
10/28/2009 Dimensional Fund Advisors DFA Study Group M&A Opportunities, Equity Sharing, and Continuity Planning Boston, MA
10/21/2009 MarketCounsel 2009 Member Summit Conference M&A Opportunities in Today’s Market Princeton, NJ
10/19/2009 TD Ameritrade Insitutional 2009 Fall Regional Conference Mastering Continuity and Succession Planning New York City, NY
10/15/2009 TD Ameritrade Institutional / Financial Planning Making Independence Happen Joining an Established RIA Firm Webcast
10/1/2009 MFWire/FUSE Research Thought Leadership Series: Influencers’ Summit 2009 – Redefining Distribution Exploiting Today’s Market Boston, MA
9/9/2009 Fortigent Maximizing the Value of Your Firm and How Fortigent Can Help Maximizing the Value of Your Firm Webcast
8/12/2009 Financial Services Institute Financial Advisor Practice Management Web Conference Building Value and Preparing Your Firm for the Future Webcast
5/20/2009 TD Ameritrade Elite Advisor Summit Merger & Acquisition Opportunities in Today’s Market Reynolds Plantation, GA
5/14/2009 CEG Worldwide Maximizing Equity Roundtable Managing and Optimizing Practice Valuations San Francisco, CA
3/24/2009 Investment News / Pershing Advisor Solutions Succession Planning Webcast Successful Strategies for Buying and Selling Your Practice Webcast
3/12/2009 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/5/2009 TD Ameritrade Partnership 2009 National Conference Advanced Firm Development: M&A, Valuation, Human Capital, and Planning Las Vegas, NV
10/24/2008 Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Omaha, NE
9/24/2008 Financial Research Associates Managed Accounts and UMA Summit Getting to the Bottom of this Industry’s Most Debated Topics Las Vegas, NV
8/8/2008 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/25/2008 Financial Research Associates The Financial Services Mergers and Acquisitions Deals Fourm Closing the Deal: An Overview of the Industry’s Deals and Deal Makers New York, NY
2/22/2008 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/15/2008 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
11/15/2007 Financial Research Associates The Wealth Mgmt. Technology and Operations Summit The Most Powerful Trends in Wealth Management Las Vegas, NV
11/13/2007 Investment Adviser Association The Economics of Investment Management Frameworks for Financial Excellence Santa Monica, CA
11/5/2007 CheckFree Client Exchange The Economics of Sponsor Platforms Hollywood, CA
10/26/2007 CEG Worldwide / Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Atlanta, GA
9/10/2007 Financial Research Associates Managed Accounts Summit 6 Deals and Dealmakers: An Investment Banker’s View of the Managed Account Industry Phoenix, AZ
6/28/2007 Fortigent Executive Forum The Future of Wealth Management Laguna Niguel, CA
6/12/2007 Prudential Wealth Management Leaders’ Forum All The Right Moves- An Executive’s Guide to Implementing Open Architecture Lansdowne, VA
5/2/2007 Money Management Institute Annual Convention Outsourcing: Learning from Recent Implementations Washington, D.C.
4/22/2007 Financial Research Associates The Family Office Symposium M&A and Capital Raising in the Wealth Mgmt. Industry Aventura, FL
3/30/2007 ABA Wealth Management & Trust Conference AllThe Right Moves- An Executive’s Guide to Implementing Open Architecture Orlando, FL
2/9/2007 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
1/16/2007 CEG Worldwide / Buckingham Asset Mgmt. Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
12/12/2006 CEG Worldwide / Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Phoenix, AZ
10/10/2006 SEI Global Executive Symposium Implementing Open Architecture Las Vegas, NV
10/5/2006 SourceMedia Wealth Management Forum Implementing Flexible Architecture Chicago, IL
9/26/2006 Money Management Institute / American Banker Association Wealth Management & Bank Conference Implementing Flexible Architecture Chicago, IL
9/13/2006 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
9/11/2006 Financial Research Associates Managed Accounts Summit 5 Inside the Boardroom: Strategic Alternatives Facing SMA Executives and Owners Phoenix, AZ
6/28/2006 Financial Research Associates Distributing Separately Managed Accounts Through the Bank Channel Technology Obstacles — Keys to Handling Custody and Trust Account Interfaces New York, NY
6/13/2006 Prudential Wealth Management Leaders’ Forum Platform Made Perfect: Optimizing Client Investment Solutions to Maximize Business Success Denver, CO
5/12/2006 Bridge Portfolio Shareholders Meeting The Future of SMA Platforms and Valuation Chicago, IL
5/10/2006 Prudential Metavante Client Conference The Economics of Open Architecture for Wealth Management Firms Milwaukee, WI
5/5/2006 CEG Worldwide / Buckingham Asset Mgmt. Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
4/7/2006 SEI Executive Conference Leveraging Your Technology and Infrastructure for Competitive Advantage Hammock Beach, FL
3/24/2006 CEG Worldwide / TD Ameritrade Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Jersey City, NJ
3/8/2006 ABA Wealth Management & Trust Conference The Economics of Open Architecture for Wealth Management Firms San Diego, CA
1/23/2006 Financial Research Associates Managed Accounts Technology & Operations Summit New Entrants to the SMA Space Coral Gables, FL
1/20/2006 Prudential Manager’s Forum Platform Made Perfect: Bank and Wealth Management Opportunity New York, NY
11/13/2005 CheckFree Client Exchange The Power of Partnership: A Case Study in Success Las Vegas, NV
11/11/2005 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
10/24/2005 Money Management Institute / SourceMedia Wealth Management Forum The Economics of Platforms for Private Banks Chicago, IL
9/21/2005 Financial Research Associates Managed Accounts Summit 4 Who are the Leading Money Makers in the Managed Account Business and Why? Boston, MA
9/19/2005 Financial Research Associates Sub-Advised Fund Forum Maximizing the Investment Industry Landscape for Sub-Advisory Relationships Boston, MA
9/13/2005 Wellington West Executive Planning Session Platform Made Perfect Winnipeg, Canada
4/28/2005 Financial Research Associates The Family Office Symposium Maximizing the Value of Your Family Office Aventura, FL
4/14/2005 Money Management Institute Net Meeting How Visionary Private Banks are Adopting SMAs and What You Need to Know National
2/10/2005 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
1/24/2005 Financial Research Associates Managed Accounts Technology & Operations Summit Streamlining the Back Office: Performance Measurement, Staffing Requirement, and Productivity Key Biscayne, FL
1/19/2005 Money Management Institute Sales and Marketing Summit Achieving Peak Profitability Through Savvy Sales and Marketing Strategies Doral, FL
1/14/2005 Prudential Manager’s Forum Driving Profits in Separate Account Management New York, NY
11/14/2004 CheckFree Client Exchange Driving Profits for SMA Managers Hilton Head Island, SC
11/1/2004 FIN Annual User Conference The Roadmap to Financial Success in Separate Account Management Universal City, CA
9/30/2004 Financial Research Associates Sub-Advised Fund Forum A CFO’s View of the Sub-Advised Fund Business Boston, MA
9/13/2004 Financial Research Associates Managed Accounts Summit 3 M&A and Capital Raising Activity in the Managed Account Space Cambridge, MA
9/13/2004 Financial Research Associates Managed Accounts Summit 3 Harvesting Financial Success Cambridge, MA
9/2/2004 RNC Genter Executive Seminar Driving Profits for SMA Managers Santa Monica, CA
8/3/2004 Zero Alpha Group Annual Member Meeting Maximizing Equity and Growth via Acquisition Chicago, IL
7/30/2004 Institutional Investor Fixed Income Forum The Rap on The Wrap Business Santa Barbara, CA
8/6/2004 – 6/30/2004 CheckFree Driving Profits An Executive’s Roadmap to Financial Success in Retail Separate Account Management Various Cities
12/12/2003 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
12/4/2003 Money Management Institute Net Meeting Back Office Outsourcing for Separate Account Managers National
10/29/2003 UCLA Entrepreneurs Association The Characteristic Traits of Entrepreneurs Los Angeles, CA
9/17/2003 Financial Research Associates Managed Accounts Summit 2 Mastering the Economics of the Managed Account Industry from Market Entry to Break-Even Profitability New York, NY
2/20/2003 Financial Research Associates Innovative Managed Account Investment and Distribution Strategies What’s the Future of Turnkey Asset Mgmt. Programs? New York, NY
9/19/2002 Financial Research Associates Managed Accounts Summit 1 The Economics of Managed Accounts New York, NY
4/14/2002 Brinker Capital Board Meeting Valuation for SMA Platforms Kiawah, SC

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