San Diego – October 14, 2016 – The San Diego Advisor of the Year organization announced today that renowned philanthropist and community leader Ernest Rady will be the keynote speaker at the 2nd annual Advisor of the Year program. In addition, the organization named the high-profile participants for its informative session, GameChangers: Women in the C-Suite.

Legendary entrepreneur Ernest Rady will attend and deliver the keynote address at the Advisor of the Year event on Thursday, October 27, at the La Jolla Institute for Allergy and Immunology. An icon in the San Diego business community, the namesake of the Rady School of Management at UCSD and Rady Children’s Hospital, he has led a wildly successful career in financial services, real estate, insurance, oil & gas, banking and other industries. Rady will discuss how he creates value in his businesses and the important role that professional advisors have played in his business dealings.

Rady’s address will be preceded by the panel discussion, GameChangers: Women in the C-Suite, which will begin at 4:00 pm. Featured will be women leaders who have risen to the top of the executive ranks in male-dominated industries, including law enforcement, sports, beer making and aerospace. Panelists are Shelley Zimmerman, the first female chief of the San Diego Police Department; the San Diego Chargers’ executive vice president and chief operating officer Jeanne Bonk, one of the highest-ranking female executives in the National Football League; Pizza Port’s Gina Marsaglia, the self-professed “godmother” of San Diego’s vibrant craft beer scene and one of the few women beer makers in the country; and Cindy Candela, a well-known leadership consultant and former president of aerospace supplier Precision Engine Controls.

“We are thrilled to have such San Diego paragons as Ernest Rady and Shelley Zimmerman participating in this year’s Advisor of the Year program,” says Paul Thiel, managing director of BNY Mellon Wealth Management, title sponsor of the event. “Our goal is to recognize and celebrate the excellence, opportunity and entrepreneurship within our thriving local community. Ernest and Shelley are iconic representations of those values.”

In addition to host BNY Mellon, the event has received cooperation from the Association for Corporate Growth – San Diego; the Chairmen’s Roundtable; North County Estate Planning Council; ProVisors; STAR-San Diego and Rady School of Management at University of California, San Diego.

Attendees will have an opportunity to mingle and meet these remarkable leaders while enjoying cocktails, hors d’oeuvres and live entertainment beginning at 5:30 pm. At 7:00 pm, the awards ceremony will be held outdoors at the esteemed La Jolla Institute for Allergy and Immunology, which will receive the net proceeds from this event.

To purchase tickets, please visit

Sponsors of the 2016 Advisor of the Year program are: BDO; Best Best & Krieger; Cabrillo Advisors; CBIZ; Claiborne Advisors; Deloitte; Departure; Friedman Brannen; Haskell & White; Henberger Group; HetzelMeade Communications; LevitZacks CPA, Lindsay & Brownell; NFP Insurance Brokerage & Consulting; Objective Capital Partners; Our City magazine; Polito Eppich; Procopio; RA Capital Advisors; SheppardMullin; Torrey Pines Bank; Vantage Point Advisors and W Partners.

About Advisor of the Year
Advisor of the Year is a not-for-profit unincorporated community association that hosts an annual awards event to recognize and celebrate local advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. The organization also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients. Select winners will be featured in the November ACG program, “The Deals Behind the Advisor of the Year awards.”

About La Jolla Institute
La Jolla Institute for Allergy and Immunology is located at 9420 Athena Circle in La Jolla and is dedicated to understanding the intricacies and power of the immune system to promote human health and prevent a wide range of diseases. Since its founding in 1988 as an independent, nonprofit research organization, the Institute has made numerous advances leading towards its goal: life without disease®.


CONNECT Announces First Successful Funding Through CapitalMatch

CONNECT Announces First Successful Funding Through CapitalMatch

CONNECT, a premier innovation company accelerator in San Diego that creates and scales great companies in the technology and life sciences sectors, announced today the first successful round of funding from its CapitalMatch program. The CONNECT CapitalMatch program is designed to introduce early stage life science and technology companies to potential sources of funding. After a round of intake panels and qualified investor screenings, companies are deemed ready for investment and introduced to interested investors.Continue Reading

Sixth Annual San Diego AMA Art Of Marketing Conference To Be Held Nov. 3

The 6th annual Art of Marketing conference (#SDAOM), hosted by the San Diego chapter of the American Marketing Association (San Diego AMA), will be held Thursday, November 3, 2016, at the San Diego Marriott Del Mar. Featuring local and national marketing experts as keynote speakers, panel discussions, and solution-finding breakout sessions, this full-day conference will draw 250 to 350 integrated marketing professionals from across the region.Continue Reading

Zoohackathon 2016

Where: Institute for Conservation Research (next to Safari Park) 15600 San Pasqual Valley Rd Escondido, California 92027 RSVP: EARLY BIRD REGISTRATION only $20 before this Friday Sept 23 5pm. When: 10/07/2016 – 10/09/2016 05:00 pm to 01:00 pm The Future of Animals Depends on Us Do you have programming or design skills? Would youContinue Reading

Simplexity Opens Bay Area Office

Simplexity Product Development has opened a Menlo Park product design and engineering facility. The new location will serve the growing demand from Bay Area and Northern California technology companies seeking electro-mechanical engineering expertise.

As a trusted development partner to some of the world’s most advanced technology companies, including HP, Microsoft, Nautilus, and Illumina, Simplexity has recently worked on advanced 3D printing, connected wearable technology, and transformative biotech instrumentation. With the opening of a third design center in Menlo Park CA. Simplexity is advancing rapidly on becoming the leading supplier of mechatronic product engineering on the West Coast.Continue Reading

Steve Poizner Joins the Rady School of Management as First Entrepreneur in Residence

Steve Poizner Joins the Rady School of Management as First Entrepreneur in Residence

The Rady School of Management at UC San Diego today announced the appointment of Steve Poizner, a successful high tech entrepreneur and former California Insurance Commissioner, as the school’s inaugural Entrepreneur in Residence. The Rady School Entrepreneur in Residence, a program of the school’s California Institute for Innovation and Development (CIID), provides Rady School students with a connection to distinguished business leaders who will share their experience and expertise.Continue Reading


Awards recognize local advisors who provide extraordinary service in the sale, acquisition, expansion or recapitalization of a companyContinue Reading

CONNECT Receives $50,000 Grant from the Small Business Administration

CONNECT Receives $50,000 Grant from the Small Business Administration

CONNECT, a premier innovation company accelerator in San Diego that creates and scales companies in the technology and life sciences sectors, was selected as a winner of a $50,000 prize in the third annual the Growth Accelerator Fund Competition from the SBA and its agency partners, the National Institutes of Health, National Science Foundation, and Department of Education. A total of $3.4 million in prizes was awarded to 68 accelerators across country. Winners of this year’s contest were chosen by more than 100 experts with entrepreneurial, investment, startup, economic development, capital formation, and academic backgrounds.Continue Reading

CONNECT Partners with DeskHub to Launch CONNECT DT @ DeskHub

CONNECT Partners with DeskHub to Launch CONNECT DT @ DeskHub

CONNECT, a premier innovation company accelerator in San Diego that creates and scales companies in the technology and life sciences sectors, announced today that it will begin offering its programming at DeskHub, a collaborative workspace for entrepreneurs, creators and innovators that encourages social interaction and community building, in Little Italy to provide greater access and support for entrepreneurs in San Diego. The CONNECT expansion, to be known as CONNECT DT @ DeskHub, will begin facilitating the Springboard Accelerator Program in the downtown location immediately.Continue Reading

AristaMD Secures $11 Million Series A Financing

Arista MD, a technology-enabled service company providing eConsults and a suite of related specialist referral support tools, announced today it completed $11 million in financing. The Series A round was led by Avalon Ventures with participation from Correlation Ventures. The proceeds will be used to accelerate commercialization and further enhance functionality of the company’s proprietary Referral Intelligence Platform.Continue Reading

Modified: October 15, 2016