Tag Archive for: ProVisors and Rady School of Management at University of California

ADVISOR OF THE YEAR ANNOUNCES AWARDS FINALISTS, CONTINUING EDUCATION

The San Diego Advisor of the Year organization announced today its awards finalists and continuing education initiative. Finalists and winners will be recognized at the upcoming awards program, and select winners will be invited as featured speakers at subsequent events, including the Association for Corporate Growth conference, “The Deals Behind the Advisor of the Year,” at Lomas Santa Fe Country Club on Tuesday, November 15.

The awards program will be held at the world-renowned La Jolla Institute for Allergy and Immunology on Thursday, October 27, starting at 4:00 p.m., with the “GameChangers: Women in the C-Suite” panel followed by the Advisor of the Year program at 5:30 p.m., featuring keynote speaker Ernest Rady. Net proceeds from the event will benefit the Institute.

“We look forward to formally recognizing these finalists,” says Paul Thiel, managing director for title sponsor BNY Mellon Wealth Management. “They are instrumental in the success of the M&A community in San Diego and, until now, have largely gone unnoticed.”
Judges assessed finalists on their professional contribution in the sale, expansion or recapitalization of their clients’ companies. Led by former Broadcom chairman John Major and Histogen founder and CEO Gail Naughton, judges included representatives of UCSD’s Rady School of Management, CSU San Marcos’ School of Business and the La Jolla Institute, as well as several entrepreneurs who have successfully navigated the M&A process.

“This program is about so much more than the recognition,” says Thiel. “It’s also an educational institution that organizes and promotes ongoing M&A seminars and conferences. This fills an important niche in the San Diego business community.”

Finalists for the 2016 Advisor of the Year are: Allen Cinzori and Brad Weeks, Software Equity Group; Andrew Ruff, TGG Accounting; Bruce Knowlton, Moss Adams; Bruce Strumlauf, LevitZacks; Channing Hamlet, Objective Capital Partners; Cheston Larson, Latham & Watkins; Christian Fonss, Klinedinst PC; Craig Garner, Latham & Watkins; Dan Koeppen, Wilson Sonsini Goodrich & Rosati; Dan Lavis, LevitZacks; David Noosinow, BNY Mellon; Hayden Trubitt, Stradling, Yocca Carlson & Rauth; Jason Skolnik, Wilson Sonsini Goodrich & Rosati; Joel Weinstein, W Partners; John D. Tishler, SheppardMullin; Louise Botham, Alan Rich & Associates; Martin Staubus, The Beyster Institute, UCSD; Martin Waters, Wilson Sonsini Goodrich & Rosati; Michael Brown, Stradling Yocca Carlson & Rauth; Michael Kim, Objective Capital Partners; Mike Friedman, LevitZacks; Miranda Biven, Wilson Sonsini Goodrich & Rosati; Nancy G. Henderson, Henderson Caverly Pum & Charney LLP; Patrick Monroe, Best Best & Krieger; Paul Johnson, Procopio; Ryan Smitt, Torrey Pines Bank; Scott N. Wolfe, Latham & Watkins; Scott Wolfe & Matt Bush, Latham & Watkins; Shane Orr, Kieckhafer Schiffer; Siddharth Chhokar, Chhokar Law Group; Stephen LaSala, SheppardMullin; Steve Fanucchi, CBIZ Mayer Hoffman McCann; Stuart Moss, Keystone Capital Markets; Tim Malott, Shoreline Partners; Todd Wilson & Joel Weinstein, W Partners; Trever Acers, Objective Capital Partners; Victor Ramsauer, LevitZacks; Wade Hansen, Cabrillo Advisors; Zeke Navar, Hammond Hanlon Camp.

To purchase tickets, please visit www.sdadvisoroftheyear.com.

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; Stradling; 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, check out http://www.wundermold.com. 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®.

###

/by

ADVISOR OF THE YEAR ANNOUNCES KEYNOTE SPEAKER, PANELISTS

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 www.sdadvisoroftheyear.com.

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®.

###

/by

ADVISOR OF THE YEAR ANNOUNCES 2016 EVENT, JUDGES

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®.
###

/by