Morgan Lewis Seminars

M&A Transactions in the Investment Management Industry

Boston: Tuesday May 16, 2017
New York: Wednesday, May 17, 2017

Please join us for a multi-city panel discussion on M&A transactions in the investment management industry.

Panel topics:

  • Structuring Considerations for Transactions to Acquire Privately Held Managers
  • Keys to Successful Transactions in the Wealth Management Industry


8:30–9:00 am | Registration and continental breakfast
9:00–11:30 am | Program


  • Rudy Adolf | Focus Financial
  • Peter Bain | OM Asset Management
  • Bruce Cameron | Berkshire Capital
  • Jim Collins | Morgan Lewis
  • Scott Ketner | Berkshire Capital
  • Fayez Muhtadie* | Stone Point
  • Harry O’Mealia | 1919 Investment Counsel
  • Jim Orfanos** | Natixis Global Asset Management
  • Nicholas J. Sheumack | Berkshire Capital
  • Erich Smith* | BNY Mellon
  • Michael Tiedemann | Tiedemann Wealth
  • Atul Varma** | BNY Mellon
  • Floyd Wittlin | Morgan Lewis

*Attending in NYC only
**Attending in Boston only
Panelists subject to change

Please contact Emily Wolff with any questions or if you would like to attend.

Berkshire Capital Securities LLC, Member, FINRA/SIPC

CLE credit: CLE credit in NY and NJ (via reciprocity) is currently pending approval.