Wealth Management: M&A Opportunities and Operational Realities

Wealth Management: M&A Opportunities Meet Operational Realities - a conversation with operators in the wealth management space on how to meet the challenges of value creation through both revenue growth and operational efficiencies. A gathering of WealthTech founders, PEs, consulting partners, finance operators, and wealth advisors, all joining this conversation,ant two panels and a networking event afterwards.
Guest speakers are senior leads from Corient, Heidrick, Alliant, EY, Avantos and see6. Details to follow this week!