SPEAKING ENGAGEMENTS

April 20, 2017
Pathways to Growth: Honing Your M&A and Succession Strategies
Speaker: Steven M. Levitt
Sponsored by Fidelity Clearing & Custody Solutions in San Francisco, CA

April 13, 2017
How Much Is Your Investment or Wealth Management Firm Worth?
Speaker: Steven M. Levitt
Sponsored by CFA Society Rochester in Rochester, NY

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2016 Speaking Engagements

September 30, 2016
Market Outlook Summit
M&A and Valuation in the Wealth Management Industry
Speaker: Steven M. Levitt
Sponsored by Guggenheim Investments in New York, NY

September 29, 2016
Webinar: Valuation and Deal Structure in the RIA Industry
Speaker: Steven M. Levitt
Sponsored by Oak Street Funding in Carmel, IN

June 30, 2016
Webinar: Mergers & Acquisitions in the RIA Industry
Speaker: Steven M. Levitt
Sponsored by Oak Street Funding in Carmel, IN

March 21, 2016
Market Outlook Summit
M & A Succession Planning, and Valuation in Asset & Wealth Management
Speaker: Steven M. Levitt
Sponsored by Guggenheim Investments in Santa Monica, CA

2015 Speaking Engagements

November 12, 2015
BSMARTer Graduate Program
Succession Expert Panel
Speaker: Steven M. Levitt
Sponsored by Fidelity Institutional Wealth Services in Fort Worth, TX

October 29, 2015
Inside Track Conference
Aligning M&A with Your Firm’s Business Strategy
Speaker: Steven M. Levitt
Sponsored by Fidelity Institutional Wealth Services in New York, NY

September 29, 2015
Inside Track Conference
Aligning M&A with Your Firm’s Business Strategy
Speaker: Steven M. Levitt
Sponsored by Fidelity Institutional Wealth Services in Chicago, IL

April 23, 2015
New York M&A and Private Equity Forum
Banking & Financial Services Drilldown: M&A Forecast for 2015
Speaker: Steven M. Levitt
Sponsored by Thomson Reuters in New York, NY

April 21, 2015
Increasing Firm Value Through Mergers & Acquisitions
Speaker: Steven M. Levitt
Sponsored by Fidelity Institutional Wealth Services in Boston, MA

March 10, 2015
Inside Track Conference
Gain insights and actionable ideas to help you On the Path to a High-Performing Firm
Speaker: Steven M. Levitt
Sponsored by Fidelity Institutional Wealth Services in Washington, DC

February 5, 2015
Increasing Firm Value Through Mergers and Acquisitions
Speaker: Steven M. Levitt
Sponsored by Fidelity Institutional Wealth Services in Atlanta, GA

January 26, 2015
Presentation to the Advisor Forum, Laguna Beach, CA
Speaker: Steven M. Levitt

2008 - 2014 Speaking Engagements

June 24, 2014
Increasing Firm Value Through Mergers and Acquisitions
Speaker: Steven M. Levitt
Sponsored by Fidelity Institutional Wealth Services in New York, NY

December 17, 2013
Downtown Luncheon: M&A Outlook
Speaker: Steven M. Levitt Sponsored by CFA Society of Philadelphia

February 13 – 15, 2013
2013 Partner Conference and Founders/CEOs Roundtable
“Understanding the Perspective of Sellers”
“Understanding the Perspective of a Seller’s Next Gen”
Speaker: Steven M. Levitt
Sponsored by Fiduciary Network in Las Vegas, NV

July 11, 2012
Succession Planning Workshop
“Succession Planning Overview & Options”
Speaker: Steven M. Levitt
“Financing Overview & Options”
Speaker: Jaime E. Carvallo
“Financing Case Study / Q&A”
Speakers: Steven M. Levitt & Jaime E. Carvallo
Sponsored by TD Ameritrade Institutional in Charlotte, NC

March 20, 2012
Succession Planning Workshop
“Succession Planning Overview & Options”
Speaker: Steven M. Levitt
“Financing Overview & Options”
Speaker: Jaime E. Carvallo
Sponsored by TD Ameritrade Institutional in Atlanta, GA

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

Selected completed assignments of our Senior Professionals (while with Park Sutton Advisors and Predecessor Firms):

Park Sutton Advisors, LLC

Phone: (646) 727-4825
Fax: (646) 727-4830

295 Madison Avenue
Suite 725
New York, NY 10017

Park Sutton Advisors, LLC

Phone: (646) 727-4825
Fax: (646) 727-4830

295 Madison Avenue
Suite 725
New York, NY 10017