Boat Header-1

    2022 DDM Summit 

    ECHELON Parnters is excited to announce the 2022 Deal and Dealmakers Summit that will be held in San Diego, CA on August 31st and September 1st. The Conference provides industry professionals with unparalleled networking opportunities and advanced education and training with some of the most influential dealmakers, advisors, and innovative executives in the industry.

    Registration Details will be Provided Soon

     

    Interactive Sessions. Innovative Networking. Applied Workshops. Real Deal Experience.

    200+ C-SUITE EXECUTIVES IN ATTENDENCE
    160+ DEALS CONSUMMATED BY DDM ATTENDEES OVER THE PAST FIVE YEARS
    50+ M&A SUBJECT MATTER EXPERTS PRESENT AT EACH SUMMIT

    Venue

    Intercontinental Hotel

    901 Bayfront Ct

    San Diego, CA 92101

    The The Intercontinental Hotel features refreshing luxury and modern comfort. It will be the site for select activities in August 2022, and the preferred accommodations of the event.

    Book your Stay Here

    Intercontinental_1

    Agenda

    Wednesday, August 31st:

    • Ask the Experts Meetings
    • Opening Cocktail Reception
    • Dine-Around Dinner with Sponsors

    Thursday, September 1st:

    • Networking Breakfast 
    • Keynote Debate featuring Mark Tibergien & Dan Sievert 
    • Networking Lunch
    • Six Presentations by Content Experts
    • Deal & Dealmakers Reception
    The fishing pier in Imperial Beach, California.

    Deals & Dealmakers Summit provides wealth and asset management executives with:

    Unparalleled Networking Opportunities 
    Advanced Education and Training
    Solutions to Key Needs 
    Advisory Relationships 
    A Substantial Opportunity to Learn 
    An Executive Experience

    Previous Speakers

    DDM features the industry's most influential voices on M&A, strategy, leadership and solutions for deal making

    Jim Crowley

    CEO at BNY Mellon | Pershing

    Megan Carpenter

    CEO at FiComm

    Kurt Miscinski

    President & CEO at Cerity Partners

    David Welling

    CEO at Mercer Advisors

    Manny Roman

    CEO at PIMCO

    Mark Tibergien

    CEO & Managing Director at BNY Mellon | Pershing

    Larry Roth

    CEO at RLR Strategic Partners

    Dan Seivert

    CEO & Managing Partner at ECHELON Partners

    James Gold

    CEO at Steward Partners