Wealth Management Summit

Event of Interest

Friday, May 5, 2023 | 8:30 AM to 2:00 PM

Event Location:
Lincoln Center Campus | Fordham University
E. Gerald Corrigan Conference Center
113 West 60th Street, 12th Floor
New York City

MoAF members and friends are invited to attend Republic Capital Group’s Annual Private Wealth Management Summit, co-hosted with Fordham University’s Gabelli Center for Global Security Analysis at the Lincoln Center campus in Manhattan. This complimentary, half-day conference features panel discussions regarding the latest developments in private wealth management from leading wealth advisors, investment bankers and lawyers.


8:30-9:00 a.m. – Arrival and Name Tag Pick-Up

9:00-9:30 a.m. – Keynote Address: Michael Tiedemann, CEO of Alvarium Tiedemann Holdings, Inc.
Wealth management’s newest public market CEO outlines his thoughts about where the wealth management industry is heading.

9:30-10:20 a.m. – Panel #1: What It Takes to Be a Buyer in the Current Environment
Some studies estimate that there are as many as 50 buyers for every seller in wealth management. How can you best position your firm to be the buyer of choice in your market?

– Peter Nesvold, Partner, Republic Capital Group
– Raj Bhattacharyya, CEO, Robertson Stephens Wealth Management
– Marc Cabezas, Executive Director of M&A, HighTower Advisor
– Kevin Casey, Director of Corporate Development & Strategy, Pathstone

10:20-10:30 a.m. – 10-minute break

10:30-11:20 a.m. – Panel #2: Need-to-Know Developments in Wealth Management Law
Share in the deal wisdom of some of wealth management’s top legal minds.

– Jim Collins, Partner, Republic Capital Group
– Jim Abbott, Partner, Seward & Kissell
– Joe Castelluccio, Partner, Mayer Brown
– Ranan Well, Goodwin Proctor

11:20-11:30 a.m. – 10-minute break

11:30-12:20 p.m. – Panel #3: Let’s Hear from the Media
The industry’s highest-profile reporters share their perspectives about what’s hot and what’s not in wealth management in 2023.

12:20-2:00 p.m. – Wrap-Up and Networking Lunch

This program is free, but capacity is limited and registration is required.

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