Event

Deals & Dealmakers Summit 2026

This event has ended. See related upcoming events below.

The Deals & Dealmakers Summit is an annual event for professionals and experts in financial services. It focuses on strategic and current M&A topics within the wealth and investment management industries. Attendees can learn from industry experts and network with professionals.

The essentials

Event details

Dates
1 September 2026 to 3 September 2026
Organiser
ECHELON Partners

Who attends

The audience

200 + C-SUITE EXECUTIVES IN ATTENDENCE

As described by the organiser

Agenda themes

Topics covered

  • AI
  • Venture Capital
  • VC
  • Fintech
  • Privacy
  • Risk
  • Regulation
  • Cloud
  • Talent
  • Energy
  • Insurance
  • Technology

On stage

Speakers

  • Dan SeivertCEO and Founder, ECHELON Partners
  • Mark TibergienIndependent Board Member, Consultant & Speaker, Mark Tibergien Insights, LLC
  • Jim AbbottPartner, Seward & Kissel LLP
  • Meg CarpenterCEO, Ficomm Partners

Logistics

Where to stay

Places to stay near the venue.

  • Laguna Cliffs Marriott Resort & Spa

    630 m from the venue

    25135 Park Lantern, Dana Point, 92629

  • Best Western Plus Marina Shores Hotel

    810 m from the venue

    34280 Pacific Coast Highway, Dana Point, 92629

  • Blue Lantern Inn

    890 m from the venue

    34343 Street of the Blue Lantern, Dana Point, 92629

  • Dana Point Harbor Inn

    motel · 890 m from the venue

  • Hilton Garden Inn Dana Point Doheny Beach

    1.6 km from the venue

    34402 Pacific Coast Highway, Dana Point, 92629

Stay on it

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Plan this event

Work out who to meet here

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