At the DeVoe G2 Forum, RIAs will focus on human capital plans that engage and retain next generation principals.

Access to leading industry experts on human capital, career pathing,
g2 transitions, financing, and more.

Topics:

  • Career pathing? How to migrate rolesTransitioning management to G2 and supporting G2 and G3 as the firm’s future leaders

  • Incentive compensation – Designing compensation structures to optimize G2 engagement and retention

  • Financing and capitalCreating the ownership path for G2

  • Stories from the Front Line – Learn from others who have successfully executed succession

  • Governance/decision-makingConsiderations for migrating control from G1 to G2, including pitfalls and blind spots

Speakers

  • David Canter, EVP and Head of the RIA Segment, Fidelity Clearing & Custody

  • David DeVoe, Founder and Managing Director, DeVoe & Company

  • Tim Kochis, Special Advisor, DeVoe & Company

  • More to be announced


Agenda:

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Fontainebleau Miami Beach

Fontainebleau Miami Beach

Travel:

DeVoe & Company is excited to host the G2 Forum at the Fontainebleau in Miami Beach.

4441 Collins Ave, Miami Beach, FL 33140 | 800-548-8886

We recommend securing your reservation through the MarketCounsel Summit room block with rates as low as $239/night here.

The Fontainebleau is located approximately 11 miles (17 minute drive) from Miami Airport (MIA).



We appreciate the support of our partners and speakers.

If you are interested in opportunities with the G2 Forum, please contact  Stacy Orff at stacy.orff@devoe-co.com or 415-813-5066 x8.

If you are interested in opportunities with the G2 Forum, please contact
Stacy Orff at stacy.orff@devoe-co.com or 415-813-5066 x8.