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Venue
Agenda
Speakers
Sponsors

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.

Register Now

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 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.

ECHELON has negotiated the best available rates for the InterContinental Hotel! Please use the link below to finalize your reservation.

Book your Stay Here

Intercontinental_1

Agenda

Wednesday, August 31st:

  • 1:00PM Start... 120+ One-on-One Meetings With Deal-Related Experts Over Two Hours
  • Two 1-Hour Sessions with Eight of the Industry's Top Dealmakers
  • "Closing the Deal" Cocktail Reception
  • "Dealmakers Dinner" at Del Frisco's

Thursday, September 1st:

  • Networking Breakfast
  • Four Morning Sessions with 16 Deal-Related Experts covering a wide range of important topics
  • Keynote Debate featuring Mark Tibergien & Dan Seivert
  • Networking Lunch
  • Four Afternoon Sessions with 16 Deal-Related Experts covering a wide range of important topics
  • Industry Recognition Dinner for Mark Tibergien: Celebrate the Career of One of the Wealth Management Industry's Top Figures
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

Current Speakers

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

Mark Tibergien

Former CEO at BNY Mellon | Pershing

Megan Carpenter

CEO at FiComm

Claire O'Keefe

Partner & Head of Corporate Development at Cerity Partners

Susan Theder

Chief Marketing and Experience Officer at FMG Suite

Mark Bruno

Managing Director at Informa

Liz Fritz

Co-Founder and Chief Commercial Officer at F2 Strategy

Cheryl Bicknell

COO & Chief Strategy Officer at Mariner Wealth Advisors

Dan Seivert

CEO & Managing Partner at ECHELON Partners

Alyssa Riedel

Co-Founder at RDCL

Milton Berlinski

Co-Founder and Managing Partner at Reverence Capital Partners

Stephanie Bogan

Founder at Limitless Advisor Coaching

Jene Hoosier

Head of Platform Strategy at Sanctuary Wealth

Jodie Papike

President at Cross Search

Michael Abelson

EVP of Corporate Development at AssetMark

Noreen Beaman

Former CEO at Brinker Capital

Dana D'Auria

Co-CIO and Group President at Envestnet Solutions

Angie Herbers

CEO at Herbers & Company

Linda Paullin-Hebden

Partner at Warner Norcross & Judd

Tricia Rothschild

FinTECH and Global Wealth Management Executive

Kimberly Papedis

President at Fusion Financial Partners

Molly Crane

Partner at Blank Rome