Banking
ECHELON Deals & Dealmakers Summit
The ECHELON Deals & Dealmakers Summit is an annual event focused on mergers and acquisitions within the wealth and investment management industries. It features in-depth discussions, panel sessions, and networking opportunities for financial services professionals and industry experts. The summit aims to provide detailed analysis and practical tools for attendees.
The essentials
Event details
- Dates
- 1 September 2026 to 3 September 2026
- Organiser
- ECHELON Capital
- Industry
- Banking
Who attends
The audience
This is an unparalleled opportunity to learn from 50+ industry experts, join intellectually stimulating panel sessions, and network with the industry’s leading professionals.
As described by the organiser
Agenda themes
Topics covered
- Banking & Finance
On stage
Speakers
- Dan Seivert, CEO and Founder, ECHELON Partners
- Mark Tibergien, Independent Board Member
- Jason Ozur, CEO, Lido Advisors
- Matt Fleissig, CEO, Pathstone
- Jim Rivers, CEO, United Capital
Logistics
Where to stay
Places to stay near the venue.
Laguna Cliffs Marriott Resort & Spa
25135 Park Lantern, Dana Point, 92629
Best Western Plus Marina Shores Hotel
34280 Pacific Coast Highway, Dana Point, 92629
Blue Lantern Inn
34343 Street of the Blue Lantern, Dana Point, 92629
Dana Point Harbor Inn
Hilton Garden Inn Dana Point Doheny Beach
34402 Pacific Coast Highway, Dana Point, 92629
Keep planning
Related events
Spot something wrong on this page? Report a correction and we will fix it.