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.
Career pathing? How to migrate roles – Transitioning 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 capital – Creating the ownership path for G2
Stories from the Front Line – Learn from others who have successfully executed succession
Governance/decision-making – Considerations for migrating control from G1 to G2, including pitfalls and blind spots
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
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).