2023 M&A+ Succession Summit
September 18-20, 2023
ritz carlton - dallas

THAT'S A WRAP!
Stay tuned for 2024 event information.

EVENT OVERVIEW

Topics

  • Current State and Outlook for RIA M&A

  • State of the RIA Industry

  • Lessons from Seasoned Acquirers for Prospective Sellers

  • Transition Stories from Your Peers

  • Your Topics: One-on-Ones Meetings with Industry Experts

  • And more!

Format and Overview

  • Rich content in multiple formats: keynotes, general sessions, and panels.

  • Networking times during coffee breaks, receptions and dinners

  • Day One: Arrivals and Evening Welcome Reception

  • Day Two: Full-day conference programming & Summit Dinner

  • Day Three: Half-day conference programming

2023 speakers

Keynote Speakers

Shannon Eusey, Chief Executive Officer, Beacon Pointe Advisors

Matt Cooper, Partner and President, Beacon Pointe Advisors

Larry Miles, Chief Executive Officer, Choreo

Additional Featured Speakers

David DeVoe, Founder and CEO, DeVoe & Company

Jon Beatty, Chief Operating Officer, Advisor Services, Charles Schwab

Jeremy Holly, Executive Vice President, Strategic Business Development, LPL Financial

Catherine Williams, Head of Practice Management, Dimensional Fund Advisors

Brett Van Bortel, Director of Consulting Services, Invesco Global Consulting

David Canter, President, Bluespring Wealth Partners

Ben Harrison, Managing Director | Head of Wealth Solutions, BNY Mellon | Pershing

Lisa Salvi, Managing Director | Advisor Services, Charles Schwab

Dave Barton, Vice Chairman and M&A Leader, Mercer Advisors

Mike LaMena, Chief Executive Officer, Wealthspire Advisors

Ryan Caldwell, CEO | Wealth Advisor, Wacker Wealth Partners

T.J. Troutner, Senior Vice President | Financial Advisor, Wealth Enhancement Group

Scott Holsopple, Chief Growth Officer, Hightower

Michael Belluomini, Vice President, Mergers and Acquisitions, Carson Group

Alicia Chandler, President, Oak Street Funding

James Hughes, Head of Investment Advisory Lending, Live Oak Bank

Mike King, Managing Director, Wintrust Financial

Dustin Mangone, Managing Partner, PPCLOAN

Thomas Carroll, Principal & President, Homrich Berg Wealth Management

James Gold, Chief Executive Officer, Steward Partners

Brian Hamburger, Founder | President | CEO, MarketCounsel | HamburgerLaw

Peggy Ruhlin, Special Advisor, DeVoe & Company

Francine Miltenberger, Managing Director, DeVoe & Company

Brad Grubb, Managing Director, DeVoe & Company

Adam Levy, Managing Director, DeVoe & Company

Visit the 2023 Speakers page, to see the photos and bios of the group.

EVENT LOCATION

The Ritz-Carlton Dallas
2121 McKinney Avenue, Dallas, TX 75201 United States, +1 (214) 922-0200

The 2023 DeVoe M&A+ Succession Summit will be held at the Ritz-Carlton Dallas.

The conference room blocks at the Ritz-Carlton and nearby Crescent Court are both sold out and past their cut-off dates. We advise you to look at local options.

For direct or regular booking at the conference hotel, you can visit the Ritz-Carlton website.

Thank You to Our 2023 M&A+ Succession Summit Speakers and Partners

If you would like to learn more about becoming a partner, please email us at events@devoe-co.com.

Please enjoy a few scenes from the 2022 event in Chicago.