November 17, 2011

November 16, 2011 Webinar – Preparing for Upcoming Hedge Fund Tax Implications

The webinar, sponsored by Financial Research Associates, featured as speakers Seward & Kissel tax partner Jim Cofer, Madison Street Capital’s Karl D’Cunha and RSM McGladrey’s Daniel Wall, and covered tax and transaction strategies for the sale of hedge fund management firms.  To view materials presented during the webinar, …

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May 16, 2011

Webinar – May 25, 2011 How to Ensure a Successful M&A Transaction or Liftout

Park Sutton Advisors is sponsoring a Webinar entitled “How to Ensure a Successful M&A Transaction or Liftout” on May 25, 2011 at 12:30 PM EST. For more information, please click here.

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March 2, 2011

Hedge Fund M&A: Where Do We Stand Now?

Institutional Investor Alpha Hedge’s 17th Annual Global Hedge Fund Summit to be held May 1-3, 2011 in Bermuda will include a panel discussion entitled “Hedge Fund M&A: Where Do We Stand Now?”

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December 2, 2010

Impact of Dodd-Frank on M&A

Managed Funds Association’s Network 2011 event to be held January 30-February 1, 2011 will include a roundtable entitled “The Potential Impact of Dodd-Frank on Product Development, Innovation, Distribution and M&A” with Seward & Kissel partner Robert Van Grover presenting.

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October 28, 2010

October 28, 2010 Webinar–Ensuring A Smooth Due Diligence Process in The Context of an M&A Transaction

The webinar, sponsored by Park Sutton Advisors, featured as a panelist Seward & Kissel partner Rob Van Grover.  For more information, please click here.

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June 23, 2010

Event – June 23, 2010 Current trends in asset management mergers and acquisitions

PriceWaterhouseCoopers is hosting a webcast on June 23, 2010 from 12:30 pm – 2:00 pm entitled "Current trends in asset management mergers and acquisitions" featuring Gary Tillett, the leader of PWC's Financial Services Mergers and Acquisitions group. For more information, please click here.

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June 17, 2010

Event – June 17, 2010 Understanding and Driving Value for Your Firm

Charles Schwab, with sponsor Turner Investment Partners and Alliance Global, is sponsoring an event on June 17, 2010 from 8:30 am – 11:30 am EST in New York City on optimizing the value of independent investment advisory firms featuring Gabriel Garcia of Charles Schwab and Elizabeth Nesvold of Silver Lane Advisors. For…

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June 3, 2010

Event – June 3, 2010 Understanding and Driving Value for Your Firm

Charles Schwab, with sponsor First Trust Portfolios, is sponsoring an event on June 3, 2010 from 8:30 am – 1:00 pm in Boston on optimizing the value of independent investment advisory firms featuring Gabriel Garcia of Charles Schwab and Elizabeth Nesvold of Silver Lane Advisors. For more information,…

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May 5, 2010

Event – May 5, 2010 How Much is Your Investment or Wealth Management Firm Worth

Phoenix CFA Society is sponsoring an event entitled "How Much is Your Investment or Wealth Management Firm Worth?" on May 5, 2010 from 11:45 am – 1:30 pm in Paradise Valley featuring Steven Levitt of park Sutton Advisors. For more information, please click here.

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April 20, 2010

Event – April 20, 2010 Mergers and Acquisitions in the Asset & Wealth Management Industry

Park Sutton Advisors, as part of its Thought Leadership Series, hosted a webinar on April 20, 2010 at 1:00 pm EST entitled "Mergers & Acquisitions in the Asset & Wealth Management Industry" featuring Steven Levitt of Park Sutton Advisors, Stephen Cordill of Sanders Morris Harris Group and David Silvera of Rosemont…

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