VIRTUAL CONFERENCE

RIA Practice Management Insights

Where Back of the House Issues are Front and Center

March 3-4, 2021

Hosted by Mercer Capital

#RIAPMInsights2021

Please join us for this virtual experience.

Mercer Capital is hosting the inaugural RIA Practice Management Insights, a virtual conference focused on back of the house (operational) issues that are as vital to success as they are easy to ignore.

As the investment management industry matures, there is a growing movement to professionalize the back of the house to match the tremendous development of investment management techniques and products. This conference includes sessions that address firm culture, staffing, branding, technology, leadership succession, and more.

RIA Practice Management Insights brings together RIA principals and industry leaders to help you professionalize your firm for the future.

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AGENDA

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SPEAKERS

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REGISTER

Sponsors

 

About Mercer Capital

Mercer Capital provides investment managers, wealth managers, independent trust companies, and financial institutions with business valuation and financial advisory services related to succession planning, buy-sell agreements, corporate disputes, litigated matters, and financial reporting requirements. Mercer Capital also provides transaction advisory and consulting-related services.

Mercer Capital provides a comprehensive suite of valuation and financial advisory services to meet your needs. Experience includes:

  • Valuing start up managers with as little as $50 million in AUM to established industry leaders managing over $400 billion

  • Negotiating transactions involving investment managers from sell-side, buy-side, and mutually retained perspectives

  • Providing expert witness testimony for purposes of marital dissolution and shareholder disputes

  • Providing financial statement reporting services related to purchase price allocation and goodwill impairment testing

  • Assisting RIAs and other asset managers with annual valuations for internal transactions, fairness opinions, and appraisals for gift and estate tax compliance