February 23, 2010

Event – February 23, 2010 What’s Your Advisory Business Worth?

Investment News is hosting and moderating a webcast entitled "What's Your Advisory Business Worth?" from 4:00 pm – 5:00 pm EST featuring panelists Paul Lally of Gladstone Associates, Steven Levitt of Park Sutton Advisors, Dan Seivert of Echelon Partners and Harman Wales of Moss Adams Capital. For more information,…

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February 3, 2010

Event – February 3, 2010 Trends and Turmoil in the Asset and Wealth Management Industry

CFA Society of Atlanta is sponsoring an event entitled "Trends and Turmoil in the Asset and Wealth Management Industry" on February 3, 2010 from 12:00 pm – 2:00 pm in Atlanta featuring Elizabeth Nesvold of Silver Lane Advisors. For more information, please click here.

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September 16, 2009

Event – September 17, 2009 Business Valuation Resources, LLC to host a Teleconference

Business Valuation Resources, LLC is hosting a teleconference on September 17, 2009 from 1:00 – 2:40 p.m. EST entitled “M&A and Valuation in the Financial Services Space in the Current Market Environment” featuring Craig A. Jacobson and Alan A. Schachter of Citrin Cooperman & Company, LLP, Steven M. Levitt…

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July 9, 2009

Event- Charles Schwab Hosts Transition Planning Workshop

Charles Schwab & Co. is hosting a two day conference entitled "Transition Planning Workshop: Mergers, Acquisitions and Succession Planning" on July 9-10, 2009 featuring David DeVoe, Kelli Cruz and Loren Morris of Charles Schwab, Elizabeth Nesvold of Silver Lane Advisors and other speakers. For more information, go to…

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June 1, 2009

Event – June 10, 2009 Investment Advisers Association Sponsors Webinar

The Investment Advisers Association is sponsoring a webinar on June 10, 2009 from 1:00- 2:15 p.m. EST entitled “Mergers and Acquisitions, Succession Planning, and Valuation Involving Investment Managers in the Current Market Environment” featuring Steve Levitt of Park Sutton Advisors and Keith Mitchell of Mitchell Advisers. For more information,…

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February 3, 2009

Event- Institute for Private Investors to Host Roundtable

The Institute for Private Investors is hosting an Advisor Roundtable on February 3, 2009 from 8:30-9:30 am EST entitled "mergers, Margin Compression and Major trends in Asset and Wealth Management" featuring Elizabeth Nesvold and Erika Cramer of Silver Lane Advisors. For more information, Go to https://www.memberlink.net/events/advisor-roundtable-new-york-ny-36…

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