Upcoming Meetings

    Behavioral Biases

    September 24, 2014
    12:00 PM to 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Featuring Scott Bosworth, Vice President & Regional Director, Dimensional Fund Advisors

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    Walk-up Policy Reminder

    We welcome people to come to our programs even if they did not make a reservation. We know people have changes to their schedules and may have to miss a meeting for which they signed up. We will observe the following time-line for meetings:

    Official start of the meeting - Your name tag will be printed. We will have as many name tags as we have seats. Come get your name tag when you arrive.

    Fifteen minutes after the official start time - Open seating begins. If you are present and seats are available, they will be given out. A reservation not used by that time becomes an open seat.

    If you have comments or suggestions, please e-mail the Program Committee Chair.

    Trends and Turmoil in the Asset and Wealth Management Industry

    February 03, 2010
    12:00 PM to 2:00 PM
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    The Buckhead Club
    3344 Peachtree Road, NE - 26th Floor
    Atlanta, GA 30326
     Directions

    Documents

    Presentation

     

    Trends and Turmoil in the Asset and Wealth Management Industry

    Elizabeth Nesvold, Managing Partner

    Silver Lane Advisors

    Stocks may have risen off their lows but the market meltdown has markedly changed the investment management industry's landscape. It has wiped out or merged out of existence long-storied Wall Street names, it has accelerated the exodus of clients to independent RIAs, boutique managers, and open architecture platform providers, and it has likely ushered in era of much greater financial services regulation. Large-scale survivors of the meltdown are preparing to take advantage of the turmoil and their relative financial strength to continue consolidating the industry. Boutique managers and newly independent teams of broker/RIAs are also looking to profit from the upheaval. To help make sense of where this is all heading, Ms. Nesvold will offer a timely look at trends, challenges, and opportunities in the asset and wealth management industry.

    Liz Nesvold is Managing Partner of Silver Lane Advisors, an M&A advisory firm specializing in the investment management industries, and is a frequent speaker at industry conferences. Liz has advised on 133 completed merger, acquisition, valuation and strategic advisory assignments for a variety of clients including trust companies, multi-family offices, institutional and alternative managers, investment counselors, financial planners, investment consultants, insurance companies and other financial services providers. Prior to Silver Lane, she was a managing director/partner at Cambridge International. Ms. Nesvold also spent 15 years at Berkshire Capital, co-founding the firm's wealth management practice in 1998 and leading the initiative until her departure.