San Diego – September 6, 2016 – — The San Diego Advisor of the Year organization announced today that its 2nd annual awards program will be held Thursday, October 27 and again will be hosted by title sponsor BNY Mellon Wealth Management. The group also named four of the business and community leaders who will be participating in the judging.
The program will begin at 4:30 pm at the renowned La Jolla Institute for Allergy and Immunology. 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 and Rady School of Management at University of California, San Diego.
The institute, located at 9420 Athena Circle in La Jolla, is one of the world’s leading medical research facilities and recently became affiliated with UCSD. Net proceeds from the event will benefit the Institute. Guests will enjoy the ambiance of an outdoor lounge complete with cocktails, hors d’oeuvres and a light dinner, live music and an opportunity to meet extraordinary entrepreneurs and advisory professionals.
“Local advisors are integral to the renowned business climate in San Diego,” said Paul Thiel, managing director of BNY Mellon’s San Diego practice. “Often these men and women work behind the scenes to ensure company owners and their stakeholders enjoy smooth transitions for major events such as sales or expansion. This is an opportunity to celebrate them and their work.”
Judges will assess each candidate on the value created or delivered by nominees, including the sale, acquisition, expansion or recapitalization of their companies. Eligible service providers include attorneys, CPAs, investment bankers, business brokers, exit planning consultants and affiliated services.
Judges for the Advisor of the Year award include:
John Major – Former chairman of Broadcom, which successfully completed a $37 billion merger with Avago. Major previously served as chairman and CEO of Novatel Wireless and was an executive with Qualcomm and Motorola. He is also chairman of the board of directors of the La Jolla Institute for Allergy and Immunology. This is his second year as a judge of the awards.
Gail Naughton – Founder, chairman and CEO of Histogen Inc., a regenerative medicine company. She is the former dean of the college of business administration at San Diego State University. Naughton also co-founded and led Advanced Tissue Sciences Inc., a manufacturer of tissue-engineered products.
Jim Hamerly – Dean of the College of Business at Cal State University San Marcos. He is a highly experienced entrepreneur and executive. Hamerly was co-founder and CEO of DigitalStyle Corp., which he sold to Netscape in 1997. Following the sale, he became vice president for all browser software development, marketing and integration for AOL when it acquired Netscape. Hamerly has served on the boards of directors for a number of companies that have had successful exits.
Clark Jordan – Associate dean of the Rady School of Management at the University of California San Diego. He is a former CEO of Mesa Systems Guild Inc. This is Jordan’s second year as a judge of the BNY Mellon Advisor of the Year.
To purchase tickets or submit a nomination, please visit www.sdadvisoroftheyear.com.
Sponsors of the 2016 Advisor of the Year program are: BDO; Best Best & Krieger; Cabrillo Advisors; Claiborne Advisors; Deloitte; Departure; Friedman Brannen; Haskell & White; Henberger Group, Inc.; HetzelMeade Communications; Lindsay & Brownell; NFP Insurance Brokerage and Consulting; Objective Capital Partners; Our City magazine; Polito Eppich; Procopio; RA Capital Advisors; SheppardMullin; Torrey Pines Bank 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 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®.