M&A Transactions in the Investment Management Industry

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

Schedule:

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

Participants:

• 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