WEBINAR: Private Wealth Managers, Succession Plans: Handing Off the Baton
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WEBINAR: Private Wealth Managers, Succession Plans: Handing Off the Baton

When: Thursday, October 17, 2019
2:55 pm - 5:00 pm PST
Where: Live Webinar
United States

Online registration is closed.
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Private Wealth Managers, Succession Plans: Handing Off the Baton

In Partnership with CFA Society New York

Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice or firm.

Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business.  This event aims to provide fundamental and actionable insights on both aspects.

Speakers & Moderators

Todd Eklund, CFA, CAIA
Brooks Hamner, CFA , ASA, Vice President, Mercer Capital
Matt Crow, CFA, ASA, President, Mercer Capital
Steven Levitt, Founder & Managing Director, Park Sutton Advisors
Elizabeth Nesvold, Managing Partner, Silver Lane Advisors
Scott Slater, Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions
Anthony Cecchini, CFP, J.D., Chief Executive Officer, JMG Financial Group
Karl Heckenberg, CEO & President, Emigrant Partners (Emigrant Savings Bank, New York Private Bank & Trust Company)
Sonya Mughal, CFA, EVP & Chief Operating Officer, Bailard
Erin Sikorski, CFP, Chief Executive Officer – The Wellington Group


2:55 pm - Opening Remarks by Todd Eklund, CFA, CAIA

3:00 pm - Valuation panel
  • Brooks Hamner, CFA , ASA - Moderator
  • Matt Crow, CFA, ASA 
  • Steven Levitt 
  • Elizabeth Nesvold

3:50 pm - Q&A

4:00 pm - Observations by Scott Slater - Wealth Management Succession Ecosystem & Options

4:10 pm - Succession panel

  • Scott Slater - Moderator
  • Anthony Cecchini, CFP, J.D.
  • Karl Heckenberg
  • Sonya Mughal, CFA
  • Erin Sikorski, CFP

4:50 pm - Q&A

5:00 pm - Closing Remarks

  • Michael Reuben,CFA,CAIA,CFP

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