Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

Opening Keynote

Keynote Speaker:

Jeff Mortimer, Director of Investment Strategy BNY Mellon Wealth Management 

Jeff Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.

Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families. Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charter holder.

He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC.

 

Detours Before the Deal

Moderator:

William R. Rodgers
Attorney at Law – Tarlow, Breed, Hart & Rodgers, P.C. 

Panelists:

Rena Clark, Managing Partner, Laurel Oak Capital Partners 

Grace Connelly, Founder of Connelly Management Advisory Services

Andrew Horne, Former CEO & President of Epoxy Technology, Inc. 

David Schneider, River Birch Partners 


Detours During the Deal

Moderator:

Shannon Zollo, M&A and P/E Attorney at Nutter, McClennen & Fish LLP 

Panelists:

Raphael Mudge, Former Owner, Strategic Cyber 

David A. Vogel, Ph.D., President and Founder of Intertech Engineering Associates, Inc. 

Doyle Jensen, CEO of ProCare RX 

Brian Phillips
President & CEO of Big Belly Solar 

Detours after the Deal

Moderator:

Derek Mohamed , Managing Director, Mohamed-Merola Wealth Management 

Panelists:

Bob Glazer, Founder & CEO of AccererationPartners 

Phill Mason, Mason and Mason Insurance

Charlie Henry, Owner Cape Cod Veterinary Specialists 

Ken Bettenhauser, Managing Director & Founder of HR Knowledge 

Closing Keynote

Keynote Speaker:

Eric Lascelles, Chief Economist of RBC Global Asset Management Inc. 

Eric is the Chief Economist for RBC Global Asset Management Inc. (RBC GAM). He maintains the firm’s global economic forecast and advises its portfolio managers on key themes and risks. Eric is also a member of the RBC Investment Strategy Committee (RISC), which is responsible for the firm’s global asset mix recommendations.

Eric makes regular presentations both within and outside of RBC GAM. He is also a frequent media commentator on global economic and financial trends, appearing regularly on CNBC, BNN and other networks. Eric’s written editorials have appeared in The Globe and Mail, National Post, The Wall Street Journal and Financial Times.

Prior to joining RBC GAM, Eric spent close to a decade at another large financial institution. Before that, he was a researcher at Statistics Canada. Externally, he serves on the C.D. Howe Institute’s Business Cycle Council, the group that dates recessions and other economic turning points in Canada. He is also on the board of the Toronto Association of Business and Economics.

Eric holds a graduate degree in Economics from Queen’s University as well as a Bachelor of Economics from Princeton University.

 

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