DDM Signature-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

Download Full Agenda

The fishing pier in Imperial Beach, California.

Current Speakers

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

Mark Tibergien

Board Member, Management Consultant & Speaker

Cheryl Bicknell

COO & Chief Strategy Officer at Mariner Wealth Advisors

Claire O'Keefe

Partner & Head of Corporate Development at Cerity Partners

Megan Carpenter

CEO at FiComm

Liz Fritz

Co-Founder and Chief Commercial Officer at F2 Strategy

Milton Berlinski

Co-Founder and Managing Partner at Reverence Capital Partners

Susan Theder

Chief Marketing and Experience Officer at FMG

Dana D'Auria

Co-CIO and Group President at Envestnet Solutions

Stephanie Bogan

Founder at Limitless Advisor Coaching

Jene Hoosier

Head of Platform Strategy at Sanctuary Wealth

Dan Seivert

CEO & Managing Partner at ECHELON Partners

Jodie Papike

President at Cross Search

Katie Johnson

President at FiComm

Angie Herbers

CEO at Herbers & Company

Linda Paullin-Hebden

Partner at Warner Norcross & Judd

Michael Abelson

EVP of Corporate Development at AssetMark

Mike Wunderli

Managing Director at ECHELON Partners

Tricia Rothschild

FinTECH and Global Wealth Management Executive

Kimberly Papedis

President at Fusion Financial Partners

Molly Crane

Partner at Blank Rome

Kathy Freeman

CEO at Kathy Freeman Co.

Barnaby Audsley

Vice President at ECHELON Partners

Naomi McKean

Senior Vice President & Deputy General Counsel at AssetMark

Mindy Diamond

CEO at Diamond Consultants

Gavin Spitzner

President at Wealth Consulting Partners

Rebecca Alcalay

Senior Vice President at Reverence Capital Partners

Brett Mulder

Vice President at ECHELON Partners

Alyssa Riedel

Co-Founder at RDCL

Mark Bruno

Managing Director of Wealth Management at Informa

Abby Salameh

Chief Marketing Officer at CAIS

Tim Welsh

President at Nexus Strategy

Daniel Needham

President at Morningstar Wealth Management Solutions

DDM Summit Experts

DDM Summit offers insight from the industry's top experts on M&A, strategy, leadership and solutions for deal making

David Mainzer

Partner at Ballard Spahr

Megan Carpenter

CEO at FiComm

Susan Theder

Chief Marketing and Experience Officer at FMG

Stephanie Bogan

Founder at Limitless Advisor Coaching

Jodie Papike

President at Cross Search

Chris Frieden

Partner at Alston & Bird

Katie Johnson

President at FiComm

Angie Herbers

CEO at Herbers & Company

Kimberly Papedis

President at Fusion Financial Partners

Kathy Freeman

CEO at Kathy Freeman Co.

Ben Harrison

Co-Head Wealth Solutions at BNY Mellon | Pershing

Alyssa Riedel

Co-Founder at RDCL

Candice Carlton

EVP at FiComm

Corey Kupfer

Principal at Kupfer & Associates

Keli Cruz

CEO at Cruz Consulting Group

Matt Sonnen

Founder & CEO at PFI Advisors

Pat Burns

Managing Attorney at The Law Offices of Patrick J. Burns, Jr.

Louis Diamond

President at Diamond Consultants

Gavin Spitzner

President at Wealth Consulting Partners

Scott Feraro

Founder at Talent Enthusiasts

Tim Welsh

President at Nexus Strategy

Rick Dennen

Founder and CEO at Oak Street Funding

Barnaby Reidel

Co-Founder at RDCL

Susie McEuen

Vice President at Oak Street Funding

Dustin Mangone

Managing Partner at PPC Loan

Mark Bruno

Managing Director of Wealth Management at Informa

Lisa Crafford

Director and Head of Business Consulting at BNY Mellon | Pershing

Bill Bachrach

CEO at Bachrach & Associates

Mike Papedis

Co-Founder at Fusion Financial Partners

James Hughes

Head of Investment Advisory Lending at Live Oak Bank

Greg Gessert

Vice President of Corporate Development at LPL Financial

Nikolee Turner

Managing Director of Business Consulting at Charles Schwab & Co

Nick Parker

Vice President of Investment Advisory Lending at Live Oak Bank

Julie Littlechild

Founder and CEO at Absolute Engagement

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

 

Sponsored By riabiz-logo - KCDPR : KCDPR

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

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