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© ECHELON Partners 2019. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

Day 1: Tuesday, September 3rd 

Registration Open - Island Hotel

3:30 PM - 6:00 PM

Registration for all DDM Summit attendees

Ask the Experts & Networking

4:00 PM - 6:00 PM

Attendees have the opportunity to conduct meetings with industry subject matter experts while enjoying a cocktail at a beautiful local restaurant’s enclosed garden terrace with large skylight. 

With over 30 experts on hand to choose from, wealth management deal makers can: obtain solutions to important issues, create valuable connections and further relationships, and customize their learning experience. Just in case you aren't sure what to ask, these experts will be ready to introduce you to highly valuable concepts they came prepared to share. These scheduled, one-on-one networking sessions add a refreshing structure to meeting new, influential deal makers and building long-term relationships.

Cocktail Reception - Fig & Olive

6:00 PM - 7:00 PM

Cocktail reception at the nearby Fig & Olive. 

Dinner - Fig & Olive

7:00 PM - 9:30 PM

Dinner at the nearby Fig & Olive. 

Day 2: Wednesday, September 4th 

Registration, Networking Breakfast - PIMCO Headquarters

7:00 AM - 8:00 AM

Registration for all DDM Summit attendees

Buyers of the Roundtable

8:00 AM - 8:50 AM

Buyers of the Roundtable
Moderated By: Jim Crowley, CEO, BNY Mellon | Pershing
Featured Speakers:
Rush Benton, Senior Director, CAPTRUST
Dave Welling, CEO, Mercer Advisors
Kurt Miscinski, President & CEO, Cerity Partners

Keynote Debate

8:55 AM - 10:20 AM

Keynote Debate

Moderated By: Megan Carpenter, CEO, FiComm Partners
Featured Speakers
Dan Seivert, CEO, ECHELON Partners
Mark Tibergien, CEO & Managing Director, Advisor Solutions, BNY Melon | Pershing 

Networking Break

10:20 AM - 11:45 AM

Morning Break

Successes and Challenges of Working with PE Investors – From Creating Value to Deals Gone Wrong

10:45 AM - 11:30 AM

Moderated By: Carolyn Armitage, Managing Director, ECHELON Partners
Featured Speakers
Jeff Dekko, CEO, Wealth Enhancement Group 
James Gold, CEO, Steward Partners Global Advisory
Larry Roth, Managing Partner, RLR Strategic Partners 

Recruiting and Breakaway Deals – Wealth Creation from Business Model Migration

11:35 AM - 12:20 PM

Moderated By: Bill Van Law, CEO, WVL Group
Featured Speakers:
Bill Willis, CEO, Willis Consulting
Jeff Bischoff, CEO, Old Greenwich Consultants
Robb Baldwin, President & CEO, TradePMR

Networking Lunch

12:20 PM - 1:15 PM

Networking Lunch

The People Side of Deal Making

1:15 PM - 2:00 PM

Moderated By: Jeff Warren, Managing Director, Russell Reynolds Associates
Featured Speakers
Manny Roman, CEO, PIMCO

Deal Structures, Valuation, and Transaction Trends

2:05 PM - 2:50 PM

Featured Speakers
Dan Seivert, CEO, ECHELON Partners

Networking Break

2:50 PM - 3:15 PM

Afternoon Break

Battle of the Outside Counsel: Advisors for the Buyer and Seller Negotiate a Purchase Agreement LIVE!

3:15 PM - 4:10 PM

Featured Speakers: 
Chris Frieden, Partner, Alston & Bird
Ted Cohen, Senior Partner, Cohen/Mainzer LLP
Corey Kupfer, Principal, Kupfer & Associates
David Mrazik, Managing Partner, Merchant Investment Management

Financing Options for Fueling Deals

4:15 PM - 5:05 PM

Moderated By: Mike Wunderli, Managing Director, ECHELON Partners
Featured Speakers
Aaron Hasler, Managing Partner, SkyView Partners
Ed Swenson, COO, Dynasty Financial Partners
Dustin Mangone, Director, PPC Loan
Rick Dennen, CEO, Oak Street Funding

Recap, Review, and Thank You!

5:05 PM - 5:15 PM

Featured Speakers
Mark Bruno, Managing Director, InvestmentNews

Cocktail Reception

5:30 PM - 7:00 PM

Cabana Room & Terrace, Fashion Island Hotel

Dealmakers Dinner

7:00 PM - 9:00 PM 

Cabana Room & Terrace, Fashion Island Hotel