Speaking Engagements

May 25, 2011
Webinar: Park Sutton Advisors Thought Leadership Series
“How to Ensure a Successful M&A Transaction or Liftout”

February 15, 2011
Succession Planning at Investment and Wealth Managers
Speaker: Steven M. Levitt Sponsored by CFA Society of San Francisco

October 28, 2010
Webinar: Park Sutton Advisors Thought Leadership Series
“Ensuring A Smooth Due Diligence Process in The Context of an M&A Transaction”

May 5, 2010
How Much is Your Investment or Wealth Management Firm Worth?
Speaker: Steven M. Levitt Sponsored by CFA Society of Phoenix

April 20, 2010
Webinar: Park Sutton Advisors Thought Leadership Series
“Mergers & Acquisitions in the Asset & Wealth Management Industry”

February 23, 2010
Investment News Webcast: What’s Your Advisory Business Worth? – Moderated by Evan Cooper
Speaker: Steven M. Levitt
Investment News Webcast

October 15, 2009
First Annual High Net Worth/Family Office Symposium
Speaker: Steven M. Levitt
Sponsored by CFA Society of Philadelphia

September 17, 2009
M&A and Valuation in the Financial Services Space in the Current Market Environment
Speaker: Steven M. Levitt
Business Valuation Resources
Recording of Mr. Levitt’s Presentation

June 10, 2009
Investment Advisers Association Webinar: Mergers and Acquisitions, Succession Planning, and
Valuation Involving Investment Managers in the Current Market Environment
Speaker: Steven M. Levitt

May 21, 2009
M&A and Valuation of Investment Managers in the Current Market Environment
Speaker: Steven M. Levitt
Sponsored by CFA Society of Philadelphia

March 24, 2009
Investment News Webcast: Successful Strategies for Buying and Selling Your Practice – Moderated by Charlie Paikert
Speaker: Steven M. Levitt
Investment News Webcast March 24, 2009

February 23-26, 2009
Latin American Panel
Speaker: Jaime Carvallo
Terrapinn’s Private Banking World 2009, The Atlantis-Nassau, The Bahamas
http://www.terrapinn.com/2009/pbworld/conf.stm

October 28 – 31, 2008
Panel Session: the Andean Region
Speaker: Jaime Carvallo
Terrapinn’s Private Banking in Latin America, Coral Gables, FL
http://www.terrapinn.com/2008/pblatam/

September 16 & 17, 2008
M&A and Valuation of Hedge Fund Businesses
Speaker: Steven M. Levitt
Divorce: A Hands-On Workshop for BV Practitioners
Sponsored by American Society of Appraisers, Atlanta, GA
http://www.bvresources.com/defaulttextonly.asp?f=divorceagenda

June 3, 2008
M&A, Succession Planning, and Valuation
Speaker: Steven M. Levitt
Cutting Edge Webinar Sponsored by NAPFA

May 27, 2008
M&A and Valuation in the Asset and Wealth Management Industry
Speaker: Steven M. Levitt
Sponsored by CFA Society of Spain, Madrid, Spain

May 22, 2008
M&A In the Family Office Arena
Speaker: Steven M. Levitt
Financial Research Associates’ 7th Annual Family Office Symposium, Aventura, FL

May 1, 2008
M&A, Succession Planning, and Valuation in the Wealth Management Industry
Speaker: Steven M. Levitt
JP Morgan Asset Management’s 10th Annual Wealth Management Symposium, Chicago, IL

February 4-5, 2008
What Is Your Investment Firm Worth?
Speaker: Steven M. Levitt
Sponsored by the North Carolina CFA Society Winston-Salem, Charlotte, and Raleigh, NC