MEDIA: Speaking Engagements

February 23, 2017
ABA Wealth Management & Trust Conference

Speaker: Elizabeth Bloomer Nesvold
“How Wealth Management M&A Can Reinvigorate Your Banking Franchise”
Hyatt Regency New Orleans, New Orleans, LA

December 7, 2016
CFA Society of Seattle

Speaker: Erika Cramer
"RIA Acquisitions: What’s Hot and What’s Not – Trends in Wealth Management”
The Rainier Club, Seattle, WA

December 1, 2016
CFA Society of Philadelphia

Speaker: Elizabeth Bloomer Nesvold
“Changes Underway in the Single and Multi-Family Office Space”
Cira Centre, Philadelphia

July 14, 2016
CFA Society of San Francisco

Speaker: Erika Cramer
“RIAs and Wealth Managers: What to Focus on to Ensure a Profitable Succession and Transition”
Palio d’Asti, San Francisco, CA

April 6, 2016
PartnerConnect Buyouts East Conference

Speaker: Edward Higham
"Generating Quality Deal Flow: Do You Need A Head of Biz Dev To Do It?”
Hyatt Regency Downtown Boston

January 22, 2016
PartnerConnect Buyouts SoCal

Speaker: Erika Cramer
"Maximum Harvest: Top Strategies For Getting Companies Ready For Sale"
Long Beach Renaissance Marriott

December 9, 2015
The MarketCounsel Summit

Speaker: Elizabeth Nesvold
“Acquisition Disruptors”
Fontainebleau Hotel, Miami Beach

October 13, 2015
PartnerConnect West 2015

Speaker: Erika Cramer
"The Last Hundred Days: Getting Your Companies Ready For Sale"
The Ritz-Carlton, Half Moon Bay, CA

April 30, 2015
2015 Trust & Wealth Executive Seminar 50th Anniversary

Speaker: Elizabeth Bloomer Nesvold
"RIA Acquisitions: What's Hot and What's Not"
The Breakers Palm Beach, FL

March 5, 2015
Boston Security Analysts Society

Speaker: Elizabeth Bloomer Nesvold
"RIA Industry Outlook: M&A Madness and the Rise of the Robo-Advisor"
Hyatt Regency Boston, Boston, MA

December 10, 2014
The MarketCounsel Summit

Speaker: Elizabeth Bloomer Nesvold
"Chutes and Ladders: Characteristics of Deals That Get Done"
Four Seasons Hotel, Las Vegas, NV

October 7, 2014
Tiburon CEO Summit XXVII

Speaker: Elizabeth Bloomer Nesvold
"Financial Advisor Succession Planning"
The Ritz-Carlton, San Francisco, CA

October 7, 2014
PartnerConnect's Buyouts West Conference

Speaker: Erika Cramer
"Harvesting Your Portfolio Company—Securing the Maximum Price"
The Ritz Carlton, Half Moon Bay, CA

September 29, 2014
Association of Trust Organizations 2014 Annual Meeting

Speaker: Elizabeth Bloomer Nesvold
"Mergers & Acquisitions"
Four Seasons Resort & Club Dallas at Las Colinas

September 23, 2014
Market Street Trust Company

Speaker: Elizabeth Bloomer Nesvold
"Women and Wealth "
LeCirque, NYC

February 12, 2014
Fortigent Winter Forum 2014

Speaker: Elizabeth Bloomer Nesvold
"Mergers & Acquisitons"
Loews Vanderbilt Hotel, Nashville, TN

January 22, 2014
Opus Connect

Moderator: Erika Cramer
"Alternative Sources of Capital"
Greenberg Traurig; Irvine, CA

January 21, 2014
Opus Connect

Moderator: Erika Cramer
"Alternative Sources of Capital”
Hanson Bridgett LLP; San Francisco, CA

November 19, 2013
Illinois Bankers Association – Midwest Bank Leaders Conference

Speaker: Jeffrey Brand
"Selling the Family Business: Valuation 101"
Chicago, IL

October 24, 2013
Opus Connect

Speaker: Elizabeth Bloomer Nesvold
Co-Sponsored by BCMS Corporate, Ambrose, Baker Tilly, The Pinehill Group & Anchin Capital Advisors
"M&A Update: A Discussion of M&A Activity in 2013 & Thoughts on What Lies Ahead"
Venable LLP, NYC

October 16, 2013
Opus Connect

Speaker: Erika Cramer
"Sourcing and Closing Transactions in a Difficult Buying Environment"
Cooly LLP; San Francisco, CA

October 18, 2012
Opus Connect

Speaker: Erika Cramer
Co-Sponsored by BCMS Corporate, AxialMarket, The Pine Hill Group & Trinet
"2012 Mergers & Acquisitions Update"
Venable LLP, NYC

June 21, 2012
CFA Society of Maine

Speaker: Erika Cramer
Sponsored by The CFA Society of Maine
"Where Goes Wealth Management?"
Portland Regency Hotel, Portland, ME

March 27, 2012
Boston Security Analysts Society

Speaker: Elizabeth Bloomer Nesvold
Sponsored by The Boston Security Analysts Society
"Where Goes Wealth Management?"
Hyatt Regency Boston, Boston, MA

October 19, 2011
Raymond James Financial Services Wealth Management Conference

Speaker: Elizabeth Bloomer Nesvold
"Building and Transitioning a Sustainable Franchise"
Renaissance Vinoy Resort, St. Petersburg, FL

October 5, 2011
Threshold Group Growth Panel Discussion

Speaker: Elizabeth Bloomer Nesvold
Philadelphia

June 15, 2011
The Interactive Advisory Software User Conference

Speaker: Elizabeth Bloomer Nesvold
"How to Prepare for a Potential Exit—Sale, Business Continuity, Succession Planning"

Buckhead Marriott, Atlanta

May 18, 2011
Wealth Management Leaders Forum
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Prudential Wealth Management Solutions
"Wealth Management M&A Update"
Millennium Hotel, New York

May 17, 2011
M&T Get Smart Conference
Speaker: Erika M. Cramer
"Pre and Post Financial Crises Dynamics in the Money Management Markets"
Investors Conference Call

January 20, 2011
GAIM USA 2011
Speaker: Erika M. Cramer
Sponsored by Institute for International Research
"Future Shape of the Hedge Fund Industry – M&A Update"
Boca Raton Resort & Club, FL

September 21, 2010
BNP Paribas - Second Annual CFO/COO Hedge Fund Summit
Speaker: Erika M. Cramer
Building a Sustainable Franchise
The Plaza Hotel, New York

June 17, 2010
Understanding and Driving Value for Your Firm
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Charles Schwab Advisors Services
"Understanding and Driving Value for Your Firm"
Charles Schwab, New York, NY

June 3, 2010
Understanding and Driving Value for Your Firm
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Charles Schwab Advisors Services
"Understanding and Driving Value for Your Firm"
Four Seasons Boston, Boston, MA

March 18-19, 2010
Schwab Transition Planning Workshop
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Schwab Institutional
"Understanding and Driving Value for Your Firm” & "Negotiation Strategy: Interactive Case Study Exercise"
Bellagio Hotel, Las Vegas, NV

February 3, 2010
CFA Society of Atlanta
Speaker: Elizabeth Bloomer Nesvold
Sponsored by The CFA Society of Atlanta
“Trends and Turmoil in the Wealth Management Industry"
Buckhead Club, Atlanta, GA

December 6-8, 2009
IMCA 2009 Practice Management Conference
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Investment Management Consultants Association
“Practice Transitioning”
The Canyons Resort, Park City, UT

November 18, 2009
Boston Security Analysts Society
Speaker: Elizabeth Bloomer Nesvold
Sponsored by The Boston Security Analysts Society
“Trends and Turmoil in the Wealth Management Industry"
Hyatt Regency Boston, Boston, MA

November 10-11, 2009
Schwab Roundtable 2009
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Schwab Institutional
"Managing Your Business: Connecting Client Service, Practice Management & Profitability" & "Optimal Pricing Practices for Complex Relationships"
Essex House, New York, NY

November 3-4, 2009
Schwab Roundtable 2009
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Schwab Institutional
"Managing Your Business: Connecting Client Service, Practice Management & Profitability" & Optimal Pricing Practices for Complex Relationships"
Mark Hopkins, San Francisco, CA

October 15, 2009
CFA Society Speech
Speaker: Elizabeth Bloomer Nesvold
Sponsored by The CFA Society of Philadelphia
"Where is the High Net Worth Advisory Industry Going?"
The Hub Cira Center, Philadelphia, PA

July 9-10, 2009
Schwab Transition Planning Workshop
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Schwab Institutional
"Understanding and Driving Value for Your Firm" and "Negotiation Strategy: Interactive Case Study Exercise Expert Panel"
The Fairmont Copley Plaza, Boston, MA

March 24, 2009
Investment News Webinar: The M&A Market
Panelist: Elizabeth Bloomer Nesvold
"Successful Strategies for Buying & Selling Your Practice"

February 3, 2009
IPI Advisor Roundtable
Speaker: Elizabeth Bloomer Nesvold & Erika M. Cramer
Sponsored by Institution for Private Investors
"Mergers, Margin Compression and Major Trends in Asset and Wealth Management"
The Yale Club, New York, NY

November 13, 2008
7th Annual Strategies in Wealth Management Summit
Speaker: Elizabeth Bloomer Nesvold
Sponsored by NYSSA
"Risks & Opportunities in Tumultuous Times"
New York Society of Security Analysts, New York, NY

October 29-30, 2008
The Third Party Marketers Association
Speaker: Erika M. Cramer
Sponsored by The Third Party Marketing Association
"The Changing Face of Investment Management Industry and its Effect on 3PMs"
Sheraton Gateway Suites - O'Hare, Chicago, IL

October 28-30, 2008
YPO Private Wealth Management
Speaker: Elizabeth Bloomer Nesvold
Sponsored by YPO International
"War Stories: Lessons Learned From Those Who Have Sold Their Businesses” & "What Happened on Wall Street - An Insider's Perspective"
Palm Beach, FL

September 26, 2008
Hedge Fund Business Operations Association's Annual Meeting
Speaker: Erika M. Cramer
Sponsored by The Hedge Fund Business Operations Association
"The Impact and Opportunity of Consolidation and Convergence"
The Helmsley Hotel, NYC

September 25, 2008
Alternative Investment Manager Search & Selection
Speaker: Erika M. Cramer
Sponsored by Financial Research Associates, LLC
"The Investor Perspective: Fund of Funds Screening Process"
Harmonie Club, NYC

September 22, 2008
Canadian Private Family Office
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Insight Information
"Operating Your Family Office for Success"
Niagara-on-the-Lake, Ontario Canada

June 11, 2008
Prudential Wealth Management Leaders Forum
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Prudential Investments LLC
"Wealth Management M&A Update"
Charlotte, NC

May 20-22, 2008
7th Annual Family Office Symposium
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Financial Research Associates, LLC
"Benchmarking Your MFO" & "General Session: M&A In the Family Office Arena"
Aventura, Fl

March 7, 2008
YPO Member to Member
Speaker: Elizabeth Bloomer Nesvold
Sponsered by YPO NYC Chapter
"Business Transitions"
New York, NY

February 27, 2008
Atlanta Society of Financial Analysts
Speaker: Elizabeth Bloomer Nesvold
Sponsored by The Atlanta Society of Financial Analysts
"The Next Generation of Wealth Managers"

Atlanta, GA

February 25, 2008
The Financial Services M&A Deals Forum
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Financial Research Associates, LLC
"M&A Valuation Trends & Techniques"
The Harvard Club, NYC

February 12, 2008
The Bank of New York Mellon Women's Bond Club
Speaker: Elizabeth Bloomer Nesvold
Sponsored by The Bank of New York Mellon
Women & Wealth: Driven to Succeed, Prepared for Transition”
New York, NY

February 11-12, 2008
The Marketing & Client Servicing for Hedge Funds Summit
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Financial Research Associates, LLC
"Roundtable Discussion: Hear from the Investors -- Putting Your Best Foot Forward With Prospects and Avoiding Common Pitfalls" & "Investor Spotlight: Attracting Family Offices & High-Net-Worth Individuals"
The Princeton Club, NYC

February 7, 2008
TD Ameritrade National Conference
Speaker: Elizabeth Bloomer Nesvold
Sponsored by TD Ameritrade
"Leveraging People and Infrastructure for Profitability and Success"
Orlando, FL

January 23, 2008
GAIM USA 2008
Speaker: Erika M. Cramer
Sponsored by Institute for International Research
"Hedge Fund IPOs - How valuations work in practice and the requirements of corporate lenders"
Boca Raton Resort & Club, FL

November 15-17, 2007
Wealth Management Technology and Operations Summit
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Financial Research Associates, LLC.
"Leveraging People and Infrastructure for Profitability and Success"
Las Vegas, NV

October 29, 2007
Schwab IMPACT 2007
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Schwab Institutional
"Mergers & Acquisitions: The Fundamentals"
Mandalay Bay Resort & Convention Center, Las Vegas, NV

September 25-27 2007
2007 Multi family Office Forum
Speaker: Elizabeth Bloomer Nesvold
Sponsored by The Family Wealth Alliance
"Mergers & Acquisitions"
Chicago, IL

August 23-24, 2007
Transition Planning Workshop
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Schwab Institutional
"Understanding and Driving Value for Your Firm"
Las Vegas, NV

June 14-15, 2007
Families in Business Conference
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Fidelity, Bank of America and Société Générale
"Exiting the Family Business - the Decision to Sell"
Mid America Club, Chicago, IL

May 7-8, 2007
2nd Annual Women & Wealth Forum
Speaker: Elizabeth Bloomer Nesvold
Sponsored by: Institutional Investor & in Association with Private Asset Management
"Women in Leadership: Succeeding in the World of Wealth Management"
Harmonie Club, New York, NY

May 3, 2007
IPI Advisor Roundtable
Speaker: Elizabeth Bloomer Nesvold
Sponsored by the Institute for Private Investors
"Consolidation Versus Boutique - Which Trend is Winning in the Wealth Management Industry?"
San Francisco, CA

April 22-24, 2007
6th Annual Family Office Symposium
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Financial Research Associates, LLC.
"Valuing Your Firm"
The Fairmont Turnberry Isle Resort & Club Adventura, Miami, FL

April 12, 2007
Working Women of Bronxville - Women and Finance
Speaker: Elizabeth Bloomer Nesvold
Sponsored by The Working Women of Bronxville
"Choosing and Monitoring a Financial Advisor"
Bronxville, NY

April 2, 2007
BSAS Private Wealth Management Subcommittee
Speaker: Elizabeth Nesvold
Sponsored by Boston Security Analysts Society
“Evolution or Revolution of the Wealth Management Industry “
Millennium Bostonian Hotel, Boston, MA

February 8, 2007
CEO Breakfast Wealth Management Roundtable
Speaker: Elizabeth Bloomer Nesvold
Sponsored by: Knightsbridge Advisors & Microsoft Wealth Management
La Jolla Shores Hotel, La Jolla, CA

February 7, 2007
CEO Breakfast Wealth Management Roundtable
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Kightbridge Advisors & Microsoft Wealth Management
Intercontinental Mark Hopkins Hotel, San Francisco, CA

January 16, 2007
Wealth Management Roundtable
Speaker: Elizabeth Bloomer Nesvold
Sponsored by Investment News
New York, NY

Member of FINRA and SIPC