Please join us as legendary entrepreneur Ernest Rady delivers the keynote address at this year’s Advisor of the Year event. An icon in the San Diego business community, the namesake of the Rady School of Management at UCSD and Rady Children’s Hospital, he will discuss how he creates value in his businesses and the important role that professional advisors have played in his business dealings.

Prior to the keynote, hear renowned panelists Shelley Zimmerman, Jeanne Bonk, Gina Marsaglia and Cindy Candela discuss GameChangers: Women in the C-Suite.

ABOUT ADVISOR OF THE YEAR

Advisor of the Year is a not-for-profit organization 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. It also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients.

EVENT INFO

Advisor of the year 2016

Thursday, October 27, 2016
La Jolla Institute for Allergy and Immunology*

4:00pm – Women's Symposium

5:30pm – Cocktails, hors d' oeuvres, entertainment

7:00pm – Awards Ceremony

* Receives all net proceeds from this event

Purchase Tickets

About the Awards

  • Recognize and celebrate advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies
  • Eligible advisors include attorneys, CPAs, investment bankers, business brokers, exit planning consultants and affiliated services
  • Nominated by their peers or self-nominated
  • Details of deals may be kept confidential
  • Eligible deals are those that closed between March 31, 2015 through September 30, 2016 and have an enterprise value between $5 million and $500 million
  • The nominated advisor and/or the company in transition must be based in San Diego County, or have been based there at the time of the deal
Nominate someone*

*Nominate someone and receive special 2-for-1 ticket pricing

ADVISOR OF THE YEAR 2016 WINNERS

Andrew Ruff

Bruce Strumlauf

Channing Hamlet

Cheston Larson

David Noosinow

Hayden Trubitt

John D. Tishler

Michael Brown

Michael Friedman

Michael Kim

Nancy G. Henderson

Patrick Monroe

Paul Johnson

Steve LaSala

Todd Wilson & Joel Weinstein

Trever Acers

Wade Hansen

2016 FINALISTS

  • Allen Cinzori & Brad Weeks
  • Bruce Knowlton
  • Christian Fonss
  • Craig Garner
  • Dan Koeppen
  • Dan Lavis
  • Jason Skolnik
  • Joel Weinstein
  • Louise Botham
  • Martin Staubus
  • Martin Waters
  • Miranda Biven
  • Ryan Smith
  • Scott N. Wolfe
  • Scott Wolfe & Matt Bush
  • Shane Orr
  • Siddharth Chhokar
  • Steve Fanucchi
  • Stuart Moss
  • Tim Malott
  • Victor Ramsauer
  • Zeke Navar

Sponsored By

In Cooperation With