ECHELON Partners / Services
Conference Speeches

ECHELON’s partners are nationally recognized authorities on the wealth and investment management industries, known for their lively, on-target delivery of cutting-edge industry analysis blended with practical strategies and recommendations.  Together, they have delivered keynote speeches before thousands of executives from a diversity of companies.  Being active in the market, ECHELON’s professionals have extensive knowledge of industry trends, the transformations going on within various companies, and the executives who are orchestrating these changes.

ECHELON’s conference speeches are designed to help executives make significant progress in areas of major strategic importance.  While ECHELON has a wealth of intellectual property on a diversity of industry topics, each speech is customized to meet the unique needs of each audience and program theme.  ECHELON then organizes its content to help audiences gain an appreciation of a specific topic, solve problems, and bring clarity to difficult issues.  Common venues for ECHELON’s speeches include board meetings, executive off-sites, employee meetings, national and regional trade group meetings, adviser annual conferences, and adviser due diligence trips.  

Conference Speech Topics

» UPCOMING SPEAKING EVENTS
» Event Dates » Event Sponsor » Event Title » Session Title » Location
7/27/2010 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
10/7/2010 Dimensional Fund Advisors Succession Planning Conference Designing a Blueprint for Succession Santa Monica, CA
» PAST SPEAKING EVENTS
» Event Dates » Event Sponsor » Event Title » Session Title » Location
6/8/2010 TD Ameritrade Institutional Elite Advisor Summit Insights on Valuation and Acquisition Strategies Laguna Beach, CA
6/2/2010 Financial Planning Association NorCal Conference Continuity Planning and Succession Planning San Francisco, CA
3/8/2010 American Bankers Association ABA Wealth Management Summit M&A Opportunities in Today's Environment Phoenix, AZ
2/3/2010 National Independent Financial Advisor's Panel Semi-Annual Meeting Valuation and Succession Planning Orlando, FL
11/5/2009 Loring Ward Elite Advisor Conference Mastering Continuity Planning and Succession Planning Austin, TX
10/29/2009 Dimensional Fund Advisors DFA Meeting M&A Opportunities, Equity Sharing, and Continuity Planning New York City, NY
10/28/2009 Dimensional Fund Advisors DFA Study Group M&A Opportunities, Equity Sharing, and Continuity Planning Boston, MA
10/21/2009 MarketCounsel 2009 Member Summit Conference M&A Opportunities in Today's Market Princeton, NJ
10/19/2009 TD Ameritrade Insitutional 2009 Fall Regional Conference Mastering Continuity and Succession Planning New York City, NY
10/15/2009 TD Ameritrade Institutional / Financial Planning Making Independence Happen Joining an Established RIA Firm Webcast
10/1/2009 MFWire/FUSE Research Thought Leadership Series: Influencers' Summit 2009 - Redefining Distribution Exploiting Today's Market Boston, MA
9/9/2009 Fortigent Maximizing the Value of Your Firm and How Fortigent Can Help Maximizing the Value of Your Firm Webcast
8/12/2009 Financial Services Institute Financial Advisor Practice Management Web Conference Building Value and Preparing Your Firm for the Future Webcast
5/20/2009 TD Ameritrade Elite Advisor Summit Merger & Acquisition Opportunities in Today's Market Reynolds Plantation, GA
5/14/2009 CEG Worldwide Maximizing Equity Roundtable Managing and Optimizing Practice Valuations San Francisco, CA
3/24/2009 Investment News / Pershing Advisor Solutions Succession Planning Webcast Successful Strategies for Buying and Selling Your Practice Webcast
3/12/2009 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/5/2009 TD Ameritrade Partnership 2009 National Conference Advanced Firm Development: M&A, Valuation, Human Capital, and Planning Las Vegas, NV
10/24/2008 Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Omaha, NE
9/24/2008 Financial Research Associates Managed Accounts and UMA Summit Getting to the Bottom of this Industry's Most Debated Topics Las Vegas, NV
8/8/2008 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/25/2008 Financial Research Associates The Financial Services Mergers and Acquisitions Deals Fourm Closing the Deal: An Overview of the Industry's Deals and Deal Makers New York, NY
2/22/2008 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
2/15/2008 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
11/15/2007 Financial Research Associates The Wealth Mgmt. Technology and Operations Summit The Most Powerful Trends in Wealth Management Las Vegas, NV
11/13/2007 Investment Adviser Association The Economics of Investment Management Frameworks for Financial Excellence Santa Monica, CA
11/5/2007 CheckFree Client Exchange The Economics of Sponsor Platforms Hollywood, CA
10/26/2007 CEG Worldwide / Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Atlanta, GA
9/10/2007 Financial Research Associates Managed Accounts Summit 6 Deals and Dealmakers: An Investment Banker's View of the Managed Account Industry Phoenix, AZ
6/28/2007 Fortigent Executive Forum The Future of Wealth Management Laguna Niguel, CA
6/12/2007 Prudential Wealth Management Leaders' Forum All The Right Moves- An Executive's Guide to Implementing Open Architecture Lansdowne, VA
5/2/2007 Money Management Institute Annual Convention Outsourcing: Learning from Recent Implementations Washington, D.C.
4/22/2007 Financial Research Associates The Family Office Symposium M&A and Capital Raising in the Wealth Mgmt. Industry Aventura, FL
3/30/2007 ABA Wealth Management & Trust Conference All The Right Moves- An Executive's Guide to Implementing Open Architecture Orlando, FL
2/9/2007 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
1/16/2007 CEG Worldwide / Buckingham Asset Mgmt. Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
12/12/2006 CEG Worldwide / Securities America Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Phoenix, AZ
10/10/2006 SEI Global Executive Symposium Implementing Open Architecture Las Vegas, NV
10/5/2006 SourceMedia Wealth Management Forum Implementing Flexible Architecture Chicago, IL
9/26/2006 Money Management Institute / American Banker Association Wealth Management & Bank Conference Implementing Flexible Architecture Chicago, IL
9/13/2006 CEG Worldwide / DFA Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
9/11/2006 Financial Research Associates Managed Accounts Summit 5 Inside the Boardroom: Strategic Alternatives Facing SMA Executives and Owners Phoenix, AZ
6/28/2006 Financial Research Associates Distributing Separately Managed Accounts Through the Bank Channel Technology Obstacles -- Keys to Handling Custody and Trust Account Interfaces New York, NY
6/13/2006 Prudential Wealth Management Leaders' Forum Platform Made Perfect: Optimizing Client Investment Solutions to Maximize Business Success Denver, CO
5/12/2006 Bridge Portfolio Shareholders Meeting The Future of SMA Platforms and Valuation Chicago, IL
5/10/2006 Prudential Metavante Client Conference The Economics of Open Architecture for Wealth Management Firms Milwaukee, WI
5/5/2006 CEG Worldwide / Buckingham Asset Mgmt. Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
4/7/2006 SEI Executive Conference Leveraging Your Technology and Infrastructure for Competitive Advantage Hammock Beach, FL
3/24/2006 CEG Worldwide / TD Ameritrade Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Jersey City, NJ
3/8/2006 ABA Wealth Management & Trust Conference The Economics of Open Architecture for Wealth Management Firms San Diego, CA
1/23/2006 Financial Research Associates Managed Accounts Technology & Operations Summit New Entrants to the SMA Space Coral Gables, FL
1/20/2006 Prudential Manager's Forum Platform Made Perfect: Bank and Wealth Management Opportunity  New York, NY
11/13/2005 CheckFree Client Exchange The Power of Partnership: A Case Study in Success Las Vegas, NV
11/11/2005 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
10/24/2005 Money Management Institute / SourceMedia Wealth Management Forum The Economics of Platforms for Private Banks Chicago, IL
9/21/2005 Financial Research Associates Managed Accounts Summit 4 Who are the Leading Money Makers in the Managed Account Business and Why? Boston, MA
9/19/2005 Financial Research Associates Sub-Advised Fund Forum Maximizing the Investment Industry Landscape for Sub-Advisory Relationships Boston, MA
9/13/2005 Wellington West Executive Planning Session Platform Made Perfect Winnipeg, Canada
4/28/2005 Financial Research Associates The Family Office Symposium Maximizing the Value of Your Family Office Aventura, FL
4/14/2005 Money Management Institute Net Meeting How Visionary Private Banks are Adopting SMAs and What You Need to Know National
2/10/2005 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
1/24/2005 Financial Research Associates Managed Accounts Technology & Operations Summit Streamlining the Back Office: Performance Measurement, Staffing Requirement, and Productivity Key Biscayne, FL
1/19/2005 Money Management Institute Sales and Marketing Summit Achieving Peak Profitability Through Savvy Sales and Marketing Strategies Doral, FL
1/14/2005 Prudential Manager's Forum Driving Profits in Separate Account Management New York, NY
11/14/2004 CheckFree Client Exchange Driving Profits for SMA Managers Hilton Head Island, SC
11/1/2004 FIN Annual User Conference The Roadmap to Financial Success in Separate Account Management Universal City, CA
9/30/2004 Financial Research Associates Sub-Advised Fund Forum A CFO's View of the Sub-Advised Fund Business Boston, MA
9/13/2004 Financial Research Associates Managed Accounts Summit 3 M&A and Capital Raising Activity in the Managed Account Space Cambridge, MA
9/13/2004 Financial Research Associates Managed Accounts Summit 3 Harvesting Financial Success Cambridge, MA
9/2/2004 RNC Genter Executive Seminar Driving Profits for SMA Managers Santa Monica, CA
8/3/2004 Zero Alpha Group Annual Member Meeting Maximizing Equity and Growth via Acquisition Chicago, IL
7/30/2004 Institutional Investor Fixed Income Forum The Rap on The Wrap Business Santa Barbara, CA
8/6/2004 - 6/30/2004 CheckFree Driving Profits  An Executive's Roadmap to Financial Success in Retail Separate Account Management Various Cities
12/12/2003 CEG Worldwide Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors Growth via Acquisition, Succession Planning, and Maximizing Equity Value Santa Monica, CA
12/4/2003 Money Management Institute Net Meeting Back Office Outsourcing for Separate Account Managers National
10/29/2003 UCLA Entrepreneurs Association The Characteristic Traits of Entrepreneurs Los Angeles, CA
9/17/2003 Financial Research Associates Managed Accounts Summit 2 Mastering the Economics of the Managed Account Industry from Market Entry to Break-Even Profitability New York, NY
2/20/2003 Financial Research Associates Innovative Managed Account Investment and Distribution Strategies What's the Future of Turnkey Asset Mgmt. Programs? New York, NY
9/19/2002 Financial Research Associates Managed Accounts Summit 1 The Economics of Managed Accounts New York, NY
4/14/2002 Brinker Capital Board Meeting Valuation for SMA Platforms Kiawah, SC
   
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