Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space, including trends, outlooks, private equity and tips for sellers
2:00 — Big picture on M&A in the RIA space
5:30 — What's driving the increase in M&A?
9:00 — Deal structures in the current M&A environment
16:00 — Looking at valuations in the sector
19:00 — The public market option for RIAs - does it work?
24:30 — Why private equity may be as or more appealing to RIAs as public markets
27:00 — CI Financial's model and strategy
31:00 — How small firms fit in the current market
34:30 — What are buyers looking for?
37:00 — M&A outlook for 2021
Related Article: Not even a global pandemic could derail RIA M&A momentum
Guest Bio: Mark Bruno is a managing director at Echelon Partners, an investment banking, management consulting and valuation specialist to the wealth management industry.
Bruce is joined by a gaggle of InvestmentNews journalists, Emile Hallez, Gregg Greenberg and James Burton, to help him pick the bones out of an eventful year.
Bruce talks to esteemed guest and former InvestmentNews writer Mary Beth Franklin about the new wave of anxiety gripping clients regarding the state of their Social Security benefits.
Bruce sits down with Rich Hill, SVP and head of Real Estate Strategy & Research at Cohen & Steers for a chat about all things real estate and, in particular, a look at REITs, which have rebounded in spectacular fashion this year.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
