ECHELON advises boards and conducts executive seminars on a variety of topics tailored specifically to the wealth and investment management industries.  ECHELON’s seminars are designed to help executives make significant progress in an area of major strategic importance.  They are potent, private, interactive, and comprehensive in their coverage of the key issues within a specific topic.  In each seminar, ECHELON partners use their professional facilitation skills to help executives build common foundations of understanding, brainstorm, solve problems, and bring clarity to difficult issues.  Because these seminars are customized, confidential, and specifically oriented toward making tangible progress, they are the ultimate solution for busy executives who are easily frustrated with industry conferences, lengthy reports, and/or analysis paralysis.

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Board Advisory, Executive Seminar, and Conference Speech Topics

Investment Management Industry Economics and Trends

• The Economics of Investment Management: Frameworks For Financial Excellence
• Opportunities & Threats: The Most Powerful Trends in Investment Management
• The Investment Banker’s View of the Investment Management Industry
• Controlling Destiny: The Future of Investment Management and Options for Action

Business Models and Corporate Development

• Investment Management Holding Companies: Evaluation, Structures and Strategies
• Effective Strategic Planning and Implementation: Obtaining Greater Satisfaction and Results
• Equity: How to Allocate Ownership and Control to Maximize Value Creation
• Inside Outsourcing: Frameworks and the Golden Rules for Success
• Partnerships and Alliances…Making these M&A Alternatives Work
• Succession Planning: Aligning Leadership and Ownership for the Future
• Platform Made Perfect: The Five Steps of Evaluating Hybrid or Open Architecture
• All The Right Moves: The Nine Best Practices of Implementing Hybrid or Open Architecture
• Mastering Corporate Governance for Privately Held Companies
• Driving Valuation…The Effects of Scale, Margins, and Growth on Enterprise Value

Investment Banking Mastery Topics

• Mastering M&A Strategy
• Mastering Capital Raising
• Mastering Selling and Divestitures
• Mastering Carve Out and Spin Offs
• Mastering Adjustments to Valuation for Control and/or Liquidity
• Mastering Corporate Venturing / Investing
• Mastering the Handling of Unsolicited Suitors
• Mastering Acquisitions
• Mastering Letters of Intent
• Mastering Term Sheets
• Mastering Due Diligence (for Buyers and Sellers)
• Mastering Merger Integration
• Mastering Earnouts and Management Compensation Contracts
• Mastering Management Buyouts

Transaction and Startup Activity

• The Venture Financing Environment
• The M&A Environment
• Management Buyouts and Buy Backs
• Breakaways and Startups
• Capital Raises and Equity Partners
• Adoptions of Funds or Fund Families
• Initial Public Offerings and Privately Traded Equivalents
• Liftouts of Investment or Wealth Management Teams
• Private Equity Backed Transactions

Wealth Management Economics and Industry Trends

• The Economics of Wealth Management: Frameworks for Financial Excellence
• Opportunities & Threats: The Most Powerful Trends in Wealth Management
• The Investment Banker’s View of the Wealth Management Industry
• Controlling Destiny: The Future of Wealth Management and Options for Action

On the Separately Managed Account (SMA) Industry        

• M&A, Capital Raising & Valuation for Turnkey Asset Management Platforms
• The Future of Turnkey Asset Management Platforms
• Economics and Financial Management for SMA Managers
• Economics and Financial Management for SMA Sponsors

On The Financial Advisory Industry

• Financial Advisory Practice Succession: Alternatives, Preparation & Execution
• Accelerating Adviser Growth & Profitability through M&A and Partnerships
• Economics and Financial Management of Financial Advisory Practices
• Controlling Destiny: The Future of the Financial Advisory Business
• Rollups of RIAs: Evaluation, Structures and Strategies

On Investment Product Developers, Distributors, and Markets

• Controlling Destiny: The Future of the Mutual Fund Industry and Options for Action
• Controlling Destiny: The Future of the Hedge Fund Industry and Options for Action
• Controlling Destiny: The Future of the Managed Account Industry and Options for Action
• Controlling Destiny: The Future of the High Net Worth Market and Options for Action