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CFA Institute Webinar: Defining Value in an RIA: Perspectives of Buyers and Sellers
Jonathan R. Foster
President and CEO Angeles Wealth
Defining Value in an RIA: Perspectives of Buyers and Sellers
Date: 4 May 2017
Time: 11:00 a.m.–12:00 p.m. PDT (2:00–3:00 p.m. EDT)
Speaker: Jonathan R. Foster
CE Credit: 1 CE Credit
Industry statistics suggest that owners of Registered Investment Advisors in the US skew older; at the same time, many firms consider opportunities beyond organic growth to scale their businesses optimally, creating a very competitive market for quality acquisition candidates. As older owners consider options for exiting their businesses, how can they assess the value and desirability of their practice to others? What are the key differentiators for buyers, and how should both sides of a potential transaction evaluate the potential for success? Jon Foster, CEO of Angeles Wealth Management, has extensive experience in RIA M&A dating back to his responsibilities as Head of Wealth Management for E-Trade Financial and President of Carson Wealth Management Group. Jon will review the current landscape for buyers and sellers of RIAs and suggest strategies for RIAs to maximize their value.
Jonathan is responsible for all aspects of the operations of Angeles Wealth. Jonathan has over 25 years of experience in wealth management as an investment manager, client advisor, and in senior management positions.
From 2009 to 2011, prior to co-founding Angeles Wealth, Jonathan was President of two related companies, Carson Wealth Management Group, one of the nation’s premier full-service wealth management firms, and Peak Advisor Alliance, the largest independent coaching and consulting service focused on financial advisors. Jonathan is also the former Head of Wealth Management for ETrade Financial, and CEO of Howard Capital Management.
Jonathan received an MBA in Finance from Northeastern University, and is a member of the Beta Gamma Sigma International Honor Society. He received his BA in Political Science from the University of Pennsylvania, where he was captain of the varsity squash team and an All-American.
Continuing Education for CFA Institute Members
Provide your CFA Institute ID number upon registration to facilitate the automatic entry of CE credit into your record at the close of this live webinar. You’ll receive an automatic notification to your email address on file once these credits have been entered into your record. Please allow 5-7 business days to receive your notification.