DDM Beach-1-1

Wednesday, August 28th - Thursday August 29th 2024

At the Ritz-Carlton Laguna Niguel



2024 Sample Agenda 

Day One: Wednesday, August 28th  

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

12:00 PM - 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 - 3:30 PM: Networking Break  

3:30 PM - 3:40 PM: Welcome and Vision for the Summit

3:40 PM - 4:30 PM: Panel 1

4:30 PM - 5:30 PM: Panel 2

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

7:00 PM - 9:00 PM: Dinner

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: Panel 3

9:00 AM - 10:00 AM: Debate 

10:00 AM - 10:30 AM: Mid-Morning Break 

10:30 AM - 11:30 AM: Panel 4

11:35 AM - 12:20 PM: Panel 5

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

1:30 PM - 2:10 PM: Panel 6

2:15 PM - 3:00 PM: Panel 7

3:00 PM - 3:30 PM: Networking Break 

3:30 PM - 4:25 PM: Panel 8

4:25 PM - 5:20 PM: Debate 

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

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

7:00 PM - 8:30 PM: Dinner

Past DDM Speakers

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

Dan Seivert

CEO & Managing Partner at ECHELON Partners

Megan Carpenter

CEO at FiComm

Linda Paullin-Hebden

Partner at Warner Norcross & Judd

Dave Barton

Vice Chairman, M&A Deal Team Leader at Mercer Advisors

Mike Wunderli

Managing Director at ECHELON Partners

Molly Bennard

CEO at Connectus Wealth Advisers

Jeff Dekko

CEO at Wealth Enhancement Group

Molly Crane

Partner at Blank Rome

Suzanne Van Staveren

Executive Vice President, CFO, COO at Edelman Financial Engines

Barnaby Audsley

Vice President at ECHELON Partners

Naomi McKean

Senior Vice President & Deputy General Counsel at AssetMark

Amit Dogra

President & COO at tru Independence

Julianne Hummelberg

Vice President at Summit Partners

Jim Gold

CEO at Steward Partners Global Advisory.

Brett Mulder

Vice President at ECHELON Partners

Christina Walsh

Principal at Aquiline

Alex Goss

Co-CEO, Co-Founder at NewEdge Advisors & Managing Partner at NewEdge Capital Group

Ahmed Hassanein

CFO at SEIA

Jenny Souza

CEO & President at Emigrant Partners

Lewis Schiff

Chairman at Birthing of Giants & Moonshots and Moneymakers

Garry Roth

Co-CEO & Co-Founder at Modern Wealth Management

Stephanie Bogan

Founder at Limitless Advisor Coaching

Larry Sussman

Partner & Head of Corporate Finance at Cerity Partners

David Dindi

Co-Founder & CEO at Atomic

Doug Fritz

CEO at F2 Strategy

Mark Bruno

Managing Director of Wealth Management at Informa

Lauren Seidman

Managing Director at Stone Point Capital

Jeff Bischoff

President & CEO at Old Greenwich Consultants

Oleg Tishkevich

CEO at Invent

Angie Herbers

CEO at Herbers & Company

Tim Welsh

CEO & President at Nexus Strategy

Mike Papedis

CEO at Fusion Financial Partners

Past DDM Summit Experts

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

Jodie Papike

President at Cross-Search

David Mainzer

Partner at Ballard Spahr

Kathy Freeman

CEO at Kathy Freeman Co.

Mike Wunderli

Managing Director at ECHELON Partners

Pat Burns

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

Kelli Cruz

CEO & Owner at Cruz Consulting Group

Rick Dennen

Founder & CEO at Oak Street Funding

Candice Carlton

EVP at FiComm

Megan Carpenter

CEO at FiComm

Brett Mulder

Vice President at ECHELON Partners

Michelle Odom

CEO at Ellevate

Mike Papedis

CEO at Fusion Financial Partners

Barnaby Audsley

Vice President at ECHELON Partners

Stephanie Bogan

Founder & Chief Possibility Officer at Limitless Advisor Coaching

Louis Diamond

President at Diamond Consultants

Richard Lofgren

Managing Director at Goldman Sachs Advisors Solution

Lisa Crafford

Director & Head of Business Consulting at BNY Mellon | Pershing

Tim Welsh

President at Nexus Strategy

Susie McEuen

Vice President at Oak Street Funding

Greg Gessert

Vice President of Enterprise Sales at LPL Financial

Jeff Bischoff

President & CEO at Old Greenwich Consulting

Kimberly Papedis

President at Fusion Financial Partners

Dustin Mangone

Managing Partner at PPC Loan

Oleg Tishkevich

CEO at Invent

Diana Britton

Managing Editor at WealthManagement.com

Sean Keenan

Managing Director & Head of Business Development at BNY Mellon | Pershing

Mark Bruno

Managing Director of Wealth Management at Informa

Pablo Bizjack

Senior Director at BNY Mellon | Pershing

Scott Feraro

Founder at Talent Enthusiasts

Molly Crane

Partner at Blank Rome

Corey Kupfer

Founder & Managing Principal at Kupfer & Associates

Doug Fritz

CEO at F2 Strategy

Jared Baucom

Managing Director at Cerulli Associates

John Turner

Vice President at Live Oak Bank

Linda Paullin-Hebden

Partner at Warner Norcross & Judd LLP

Aaron Racino

Senior Relationship Manager at PPC LOAN

Bing Waldert

Managing Director at Cerulli Associates

2023 DDM Summit 

In 2023, 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. ECHELON is excited to announce that the DDM will return in 2024 and hopes to see you there. Details to be shared soon!

Laguna Golf Pic

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

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