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Phoenix CFA Society > Events Calendar > How Much is Your Investment or Wealth Management Firm Worth?  

Events Calendar: How Much is Your Investment or Wealth Management Firm Worth?

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Title

How Much is Your Investment or Wealth Management Firm Worth? 

Event Description

Mr. Levitt leads and co-founded Park Sutton Advisors, a joint venture company formed with estabalished European Financial group Meeschaert.  Despite challenging market conditions, the M&A market for investment and wealth management firms continues to be surprisingly active.  Well-capitalized financial institutions will be able to take advantage of unique opportunities during 2009-2010.  Independent firms -- from positions of strength and weakness -- will contemplate transactions for varied reasons.  With 13 years of M&A and strategic advisory experience, Mr. Levitt speaks on valuation and transactional activity in the investment and wealth management industry.

Event Type

 

Education Topic

 

Start Time

5/5/2010 11:45 AM 

End Time

5/5/2010 1:30 PM 

Event City

 

Event State/Province

 

Event Country

 

Event Region

 

Location Info

Paradise Valley Country Club
7101 N. Tatum Blvd.
Paradise Valley

Speaker

Steven M. Levitt, Managing Director, Co-Founder, Park Sutton Advisors 

CE Credits

 

SER Credit

 

Currency

 

Member Price

$20.00 

Non-Member Price

$35.00 

Candidate Price

 

StudentCost

$20.00 

SeatsPerTable

 

TableCost

 

Registration

Please RSVP to treeh@sercfa.phxcoxmail.com no later than noon, Monday, May 3.
 

All Day Event

 

Recurrence

 

Workspace

Attachments
Content Type: Custom Calendar
Created at 3/1/2010 9:01 AM  by  
Last modified at 3/1/2010 9:01 AM  by  


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