Republic's Executive Forum 2023
December 11
An exclusive event for leading wealth management firms to gather, connect and grow, hosted at the iconic Rockefeller Plaza & Rainbow Room.
- Connect with other executives in your role
- Expertise specific to your area of responsibility
- Panels and Peer to Peer Discussions
- CEO, Women’s Leadership & Legal Forums
- Succession Planning Expertise & Strategies for Larger Firms
- Gala & Awards Night
- Expertise specific to your area of responsibility
- Panels and Peer to Peer Discussions
- CEO, Women’s Leadership & Legal Forums
- Succession Planning Expertise & Strategies for Larger Firms
- Gala & Awards Night
Location
30 Rockefeller Plaza
New York, NY 10020
New York, NY 10020
Date & Time
December 11, 2023, 11:00 AM - December 12, 2023 - 3:00 PM
Schedule
Monday, December 11th
Monday, December 11th
10:15 AM- 10:45Am
Registration - Rainbow Room Mezzanine Level
11:00 AM- 11:45Am
Welcome and Keynote - Rainbow Room
François Trahan, President of Trahan Macro Research
François Trahan, President of Trahan Macro Research
11:45 AM- 12:30pm
Industry Trend - The Coming Large Mergers - Rainbow Room
Moderators: John Langston and Peter Nesvold - Republic Capital Group
Panel: Mike Tiedeman- AITi and Jim Cahn- Wealth Enhancement Group
Panel: Mike Tiedeman- AITi and Jim Cahn- Wealth Enhancement Group
12:30 pM- 1:15pm
Lunch - Gallery at Rainbow Room
Execution - M&A Deal Process Keys that Lead to Closings
Execution - M&A Deal Process Keys that Lead to Closings
Moderators: Vic Esclamado and Blake Cargill- Republic Capital Group
Panel: Rush Benton- CAPTRUST and Norm Cook- Sequoia Financial Group
Panel: Rush Benton- CAPTRUST and Norm Cook- Sequoia Financial Group
1:15 pM- 2:15pm
Industry Trend - The Growth of Women in Leadership - Rainbow Room
Moderator: Candace Langston- Republic Capital Group
Panel: Sabrina Bailey- Fiducient Advisors, Heather Fortner- SignatureFD, and Liz Nesvold- Cresset
Panel: Sabrina Bailey- Fiducient Advisors, Heather Fortner- SignatureFD, and Liz Nesvold- Cresset
2:15pM- 3:00pm
Execution - Legal Strategy Considerations for M&A - Rainbow Room
Moderators: Jim Collins- Republic Capital Group
Panel: Jim Abbott- Seward & Kissel, Chris Frieden- Alston & Bird and Ted Motheral- Walter Haverfield
Panel: Jim Abbott- Seward & Kissel, Chris Frieden- Alston & Bird and Ted Motheral- Walter Haverfield
2:15pM- 3:00pm
Chief Marketing Officer Roundtable - Private Dining Room at Rainbow Room Dining Club
Limited space available; only those who are hold the role or responsibilities of CMO are invited to attend.
5:30pm - 6:15pm
More Than Money Gala Cocktails - Bar SixtyFive at Rainbow Room
Connect with other industry executives over cocktails and tapas in the exclusive Rooftop Bar SixtyFive. Spouses welcome.
6:15pm - 8:30pm
More Than Money Gala Dinner & Awards - Bar SixtyFive at Rainbow Room
Dinner and awards ceremony in the exclusive Rooftop Bar SixtyFive. Spouses welcome.
Fireside Chat- Lawrence Calcano, Chairman & CEO, iCapital
Tuesday, December 12th
7:30Am - 8:30AM
Breakfast - Gallery at Rainbow Room
7:45AM - 8:30am
COO/CFO Roundtable - Private Dining Room at Rainbow Room Dining Club
Limited space available; only those who are hold the role or responsibilities of CFO or COO are invited attend.
8:30AM - 9:30am
Industry Trend - M&A Trends and Insights - Rainbow Room
Roundtable Discussion with Audience
Panel: John Langston & Peter Nesvold- Republic Capital Group, and Liz Nesvold- Cresset
Panel: John Langston & Peter Nesvold- Republic Capital Group, and Liz Nesvold- Cresset
9:30AM - 10:15am
Execution - Designing Firms Built for Growth - Rainbow Room
Moderator: Peter Nesvold- Republic Capital Group
Panel: Dave Spano- Annex Wealth Management, Denitsa Balunis- Edelman Financial Engines and Tom Haught- Sequoia Financial Group
Panel: Dave Spano- Annex Wealth Management, Denitsa Balunis- Edelman Financial Engines and Tom Haught- Sequoia Financial Group
9:30AM - 10:15am
Chief Legal Officer Roundtable - Private Dining Room at Rainbow Room Dining Club
Limited space available; only those who are hold the role or responsibilities of CLO are invited attend.
10:15AM - 10:30am
Break
10:30AM - 11:15am
Execution - Succession Planning at Scale - Rainbow Room
Amy Cunningham, Succession Leader for Global Organization with over 45K employees talks with John Langston
11:15AM - 12:00pm
Industry Trend - Alternative Investments and their Impact on M&A - Rainbow Room
Moderator: John Langston- Republic Capital Group
Panel: Steve Houston- iCapital, Dick Pfister- AlphaCore and Paul Larson- Larson Financial
Panel: Steve Houston- iCapital, Dick Pfister- AlphaCore and Paul Larson- Larson Financial
12:00 - 12:45pm
Lunch - Gallery at Rainbow Room
Industry Trend - Expansion of Services in Wealth Management
Industry Trend - Expansion of Services in Wealth Management
Moderators: John Langston & Peter Nesvold- Republic Capital Group
Panel: Mike LaMena- Wealthspire Advisors, Eric Kittner- Moneta, Matt Fleissig- Pathstone and Pat Collins- Greenspring Advisors
Panel: Mike LaMena- Wealthspire Advisors, Eric Kittner- Moneta, Matt Fleissig- Pathstone and Pat Collins- Greenspring Advisors
12:45 - 1:30pm
Execution - Keys to Developing Women for Leadership - Rainbow Room
Moderator: Candace Langston- Republic Capital Group
Panel: Diane Gabinelli- Parallel Advisors, Marissa Fox-Foley- Choreo Advisors, Amy Cunningham and Laura Delaney- Fidelity Institutional
Panel: Diane Gabinelli- Parallel Advisors, Marissa Fox-Foley- Choreo Advisors, Amy Cunningham and Laura Delaney- Fidelity Institutional
1:30 - 2:00pm
Questions & Insights from All Attendees about Women in Leadership - Rainbow Room
Join us on December 11th & 12th for an incredible experience in the heart of Manhattan at Christmas time!
Have questions? Email our team at [email protected]