October 26th, 2022
1:30 PM - 6:30 PM EST
The Union League Club
38 E 37th St
New York, NY 10016
Limited to in-house counsel only.
INTRODUCTION
What to expect?
The first half of 2022 marked another banner period for asset and wealth management deals, with deal volume up 11% compared to the same period in 2021, according to PWC. And the market for buying and selling asset and wealth managers does not appear to be cooling off. Join Seward & Kissel for the industry’s premier event for asset management executives and decision-makers to come together and network in a target-rich environment to discuss M&A in the Asset Management industry. This half-day event is designed to be both informative with interactive panel discussions and allow you to maximize your time with industry leaders from wealth management, private equity, private credit and hedge funds as well as leading institutional allocators from the world of pensions, endowments, foundations and family offices.
Who should attend?
Institutional Allocators
Family Offices
Private Equity
Private Equity Real Estate
GP Stake Investors
Fund of Funds
Private Credit/Alt Lenders
Private Equity Fund of Funds
Wealth Managers
Hedge Funds
Growth Equity
Speakers
|
Jim Abbott
Partner and Co-Head of Business Transactions Group
Seward & Kissel
|
Elizabeth Bloomer Nesvold
Managing Director, Global Investment Banking and Head of Asset & Wealth Management
Raymond James
|
|
Melvin Hibberd
Managing Director and Head of Investment Team
Hunter Point Capital
|
Cameron Hoerner
Director, Financial Services
Piper Sandler
|
|
Rob Jakacki
Managing Partner, CEO & CIO
Kudu Investment Management
|
Mike LaMena
CEO
Wealthspire Advisors
|
|
David Lee
Co-Founding Partner and Head of Investments
Investcorp
|
Craig Sklar
Partner and Co-Head of Business Transactions Group
Seward & Kissel
|
|
Michael Tiedemann
Chief Executive Officer
Tiedemann Advisors
|
|
Event Schedule
1:30 PM-2:00 PM
Registration
2:00 PM-2:05 PM
Introduction and Welcome Remarks
2:05 PM-3:00 PM
Panel: Strategic Investments in Asset Managers: Buying or Selling a GP Stake
Speakers: David Lee, Cameron Hoerner, Melvin Hibberd
3:00 PM-3:45 PM
Panel: Wealth Management Industry Transactions: Minority and Control Stakes
Speakers: Elizabeth Bloomer Nesvold, Rob Jakacki, Mike LaMena
3:45 PM-4:00 PM
Coffee + Networking Break
4:00 PM-5:00 PM
Fireside Chat
Speaker: Michael Tiedemann
5:00 PM-6:00 PM
Cocktail Reception
Limited to in-house counsel only.
