1242x376

Wednesday, August 28th - Thursday August 29th 2024

At the Ritz-Carlton Laguna Niguel



2024 Agenda 

Day One: Wednesday, August 28th  

6:30 AM - 12:00 PM: Golf Event

11:00 AM - 5:30 PM: Registration Opens

11:45 AM - 1:00 PM: Networking Lunch with Experts and Sponsors

1:00 PM - 3:00 PM: Ask the Experts (4x20 Minute Intro Meetings)

3:00 PM - 3:20 PM: Networking Break

3:20 PM - 3:30 PM: Welcome and Vision for the Summit

3:30 PM - 4:25 PM: ECHELON Client CEOs: Overcoming The Myriad of Pre-Close Challenges

4:30 PM - 5:30 PM: Advanced Concepts of Deal Structuring, Valuation, & Legal Terms

5:30 PM - 7:00 PM: Cocktail Reception Overlooking Salt Creek Beach

7:00 PM - 9:00 PM: "Dealmakers Dinner" at Sunset

Ritz Outdoor Pic

Day Two: Thursday, August 29th 

7:00 AM - 8:00 AM: Networking Breakfast 

8:00 AM - 8:10 AM: Welcome and Introduction 

8:10 AM - 9:00 AM: Insights from Leading Wealth Management Executives – Lessons in Deal Making, Entrepreneurship and People Success

9:00 AM - 10:10 AM: Keynote Debate 

10:10 AM - 10:30 AM: Mid-Morning Break 

10:30 AM - 11:40 AM: Mastering Emotional Intelligence and The Psychology of Succession

11:40 AM - 12:30 PM: Private Credit's Growing Influence in Wealth Management M&A

12:30 PM - 1:25 PM: Lunch & Networking 

1:25 PM - 2:15 PM: Private Equity's Deal Making for the Industry's Most Prized Opportunities

2:15 PM - 3:05 PM: Breakaway to RIA – Evaluation of Trends, Opportunities and Obstacles

3:05 PM - 3:30 PM: Networking Break 

3:30 PM - 4:25 PM: State of TAMPs and Key Deals Shaping the Future

4:25 PM - 5:20 PM: Legal Debate: Opposing Counsels Negotiate & Collide Over Key Deal Terms

5:20 PM - 5:30 PM: Recap, Review, and Reflect! 

5:30 PM - 7:00 PM: Cocktail Reception at Sunset

7:00 PM - 8:30 PM: "Closing the Deal" Dinner

DDM 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

Dan Seivert

CEO & Managing Partner at ECHELON Partners

Kurt Miscinski

Partner, President & CEO of Cerity Partners

Megan Carpenter

CEO at Ficomm

Stacy Hefty

President of Credent Wealth Management

David Barton

Vice Chairman, M&A leader at Mercer Advisors

Mike Wunderli

Managing Director at ECHELON Partners

Michael Abelson

EVP, Corporate Development at AssetMark

Johnathan Scheid

President at Buckingham Strategic Partners

Mark Bruno

MD, Strategic Advisory at Emigrant Partners

Irene Keskinen

Principal at Redbird Capital Partners

Barnaby Audsley

Vice President at ECHELON Partners

Jon Kropf

Managing Director at IEQ Capital

Shannon Rosic

Dir. Content & Solutions, WM at Informa Connect

Albert Hicks

Vice President at Crestline Investors, Inc

Brett Mulder

Vice President at ECHELON Partners

Timothy Ursiny

Founder of Advantage Coaching & Training, Inc.

David Mainzer

Shareholder at Buchalter

Greg Gessert

VP, Corporate Development at LPL Financial

Ted Motheral

Corporate/M&A Partner at Potomac Law Group, PLLC

Stephen Virgilio

Principal at Penfund

Zach Ursiny

Coach at Advantage Coaching & Training, Inc.

Scott Rosen

Partner at Ares Management Corporation

Michael Seid

CEO of Axxcess Wealth Management

Jim Dilworth

Founder & CEO of Dilworth Capital

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

Shareholder at Buchalter

Kathy Freeman

CEO at Kathy Freeman Co.

Mike Wunderli

Managing Director at ECHELON Partners

Pat Burns

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

Rick Dennen

Founder & CEO at Oak Street Funding

Megan Carpenter

CEO at Ficomm

Brett Mulder

Vice President at ECHELON Partners

Tim Welsh

President at Nexus Strategy

Kelli Cruz

CEO & Owner at Cruz Consulting Group

Richard Lofgren

MD at Goldman Sachs Advisors Solution

Barnaby Audsley

Vice President at ECHELON Partners

Candice Carlton

EVP at FiComm

Susie McEuen

Vice President at Oak Street Funding

Greg Gessert

VP, Corporate Development at LPL Financial

Jeff Bischoff

President & CEO at Old Greenwich Consulting

Dustin Mangone

Managing Partner at PPC Loan

Sean Keenan

MD & Head of BD at BNY Mellon | Pershing

Molly Crane

Partner at Blank Rome

Corey Kupfer

Founder & MP at Kupfer & Associates

Oleg Tishkevich

CEO at Invent

Pablo Bizjack

Senior Director at BNY Mellon | Pershing

Mason Gillespie

AD, Account Management at Cerulli Associates

Julie Littlechild

Founder & CEO, Absolute Engagement

John Turner

Vice President at Live Oak Bank

Aaron Racino

Senior Relationship Manager at PPC LOAN

Linda Paullin-Hebden

Partner at Warner Norcross & Judd LLP

Bing Waldert

Managing Director at Cerulli Associates

Shannon Rosic

Dir. Content & Solutions, WM at Informa Connect

Stephen Caruso

Senior Analyst, WM at Cerulli Associates

Cliff Colbert

Vice President at Goldman Sachs Advisor Solutions

Doug Fritz

CEO at F2 Strategy

Nikolee Turner

MD, Business Consulting & Edu. at Charles Schwab

Ted Motheral

Corporate/M&A Partner at Potomac Law Group, PLLC

Jared Baucom

Managing Director at Cerulli Associates

Liz Fritz

Co-founder & CCO at F2 Strategy

2024 DDM Summit 

In 2024, ECHELON hosted the return of our annual conference, the Deals & Dealmakers Summit. The turnout was incredible, with a record 200+ C-Suite executives, 25 speakers, and 50+ industry experts in attendance.

Laguna Golf Pic

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

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

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