Focus Financial Partners Investor Day, November 20, 2019
1
Rudy Adolf
Founding principles
2
Rudy Adolf
2025 Vision
3
Rudy Adolf
Market opportunity
4
Rudy Adolf
Competitive advantages
5
Rudy Adolf
Track record
6
Rudy Adolf
Opportunities for growth
7
Jim Shanahan
Financial performance
8
Jim Shanahan
Disclosure enhancement
9
Jim Shanahan
Differentiated financial model
10
Jim Shanahan
2025 Vision
11
Rajini Kodialam
Partner characteristics & portfolio returns
12
Rajini Kodialam
Strengthening the core
13
Rajini Kodialam
Business solutions & client solutions
14
Lenny Chang
M&A: Market opportunities
15
Lenny Chang
M&A: Competitive advantages
16
Lenny Chang
M&A: Track record
17
Lenny Chang
M&A: Opportunities for growth
18
Partner Interview
SCS Financial
19
Partner Interview
Fort Pitt Capital
20
Partner Interview
Cornerstone Wealth Group
21
Partner Interview
Bartlett Wealth Management
22
Partner Interview
Buckingham Strategic Partners
23
Panel Discussion
4 Focus Partners
24
Q&A Session
4 Focus Partners + CEO