SPEAKING ENGAGEMENTS

October 17, 2019
Private Wealth Managers, Succession Plans: Handing Off the Baton
Steven Levitt, Park Sutton Advisors
Sponsored by CFA Society New York

October 2-3 2019
M&A Workshop TED Talk: Critical Moments in Transaction Negotiation

Annie Tronoski, Park Sutton Advisors
Sponsored by Dimensional Fund Advisors in Charlotte, NC

June 26-28, 2019
RIA Advisory Board
Steven Levitt, Park Sutton Advisors
Sponsored by Oak Street Funding in South Bend, IN

June 17-18, 2019
Fidelity Alternative Fees Think Tank Day: Implications of Fee Structure on Valuation and Deal Structure
Steven Levitt, Park Sutton Advisors
Sponsored by Fidelity Clearing & Custody Solutions

May 16, 2019
M&A Trends in 2019
Cheryl Bicknell, Mariner Wealth Advisors
Steven Levitt, Park Sutton Advisors
Annie Tronoski, Park Sutton Advisors
Sponsored by Barron’s Top Independent Women Advisors in Palm Beach, FL

May 17, 2018
Mergers & Acquisitions: What Works & Why
Moderator: Anastasia M. Tronoski
Sponsored by Barron’s Top Independent Women Advisors in Palm Beach, FL

March 15, 2018
Mergers & Acquisitions: Finding the Formula for Success
Moderator: Steven M. Levitt
Sponsored by Barron’s Top Independent Advisors in Orlando, FL

 

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2017 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

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

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