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RIA EDGE Valuation and M&A Workshop: Washington
February 16, 12:00pm - 5:30pm EST
Kimpton The GeorgeWashington DC
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RIA Edge Valuation and M&A Workshop

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RIA Edge Valuation and M&A Workshop

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RIA Edge Valuation and M&A Workshop 12:00pm - 12:30pm30 mins
Registration & Refreshments
    RIA Edge Valuation and M&A Workshop 12:30pm - 1:30pm60 mins
    The Big Picture: What is fueling the record-levels of M&A activity and surge in RIA valuations – and what is ahead for 2022?
    • Brandon Kawal - Principal, Advisor Growth Strategies
    RIA Edge Valuation and M&A Workshop 1:30pm - 2:30pm60 mins
    Drivers of Valuation: Beyond the Numbers
    • Elizabeth Nesvold - Managing Director, Head of Global Asset & Wealth Management Banking, Raymond James
    RIA Edge Valuation and M&A Workshop 2:30pm - 3:00pm30 mins
    Networking Break
      RIA Edge Valuation and M&A Workshop 3:00pm - 3:45pm45 mins
      View from the Top – Fireside Chat with a Leading Acquirer
      • Mark Bruno - Managing Director, Wealth Management, Informa Connect
      • Scott Holsopple - Chief Growth Officer, Hightower
      RIA Edge Valuation and M&A Workshop 3:45pm - 4:30pm45 mins
      Build or Buy - or Both?
      • Lisa Crafford - Principal, BNY Mellon Pershing Wealth Solutions
      • Dustin Mangone - Director of Investment Advisor Services, PPCLOAN
      • Mark Bruno - Managing Director, Wealth Management, Informa Connect
      RIA Edge Valuation and M&A Workshop 4:30pm - 5:30pm60 mins
      Networking and Cocktails
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