October 15th – 16th, 2024
Hilton Cleveland Downtown
Welcome to the 2024 Synergy Info Hub!
This is your single source for accurate, up-to-date information on this year’s Synergy Event and answers to frequently asked questions.
What is Synergy?
We’re so glad you asked! We believe that Sequoia’s success is dependent on the way our values are lived within our team culture of trust and collaboration.
Synergy is our yearly, two-day event that brings our entire team together for firm-wide updates, training, and team-building. There’s quite a bit of engagement and hard work…but also plenty of recreation!
When
Tuesday, October 15th – Wednesday, October 16th
Where
Hilton Cleveland Downtown
100 Lakeside Avenue East, Cleveland, OH 44114
Phone: 216.413.5060
IT'S ALMOST HERE!
Logistics Update
Click here to download the UPDATED SYNERGY AGENDA
Parking
Valet and self-parking are both offered by Hilton Downtown Cleveland in the Huntington Park Garage however, self-parking is strongly recommended.
Self-parking: The Huntington Park Garage is underground, and the entry is located directly across Lakeside Avenue from the hotel. There should be ample self-parking and signage to help you navigate to the hotel.
Valet parking: If you choose to valet park, simply pull up to the front of the hotel on Lakeside Avenue.
Payment: Sequoia will be paying all parking fees. Please review the Parking Information – Hilton document for important details.
Check-in
Upon arrival, please proceed to Hilton’s Registration Desk prominently located in the lobby. If your room is ready, you will complete check-in and can proceed to your room to get settled. If your room is not quite ready, you will pre-check-in and will be directed to proceed by escalator or elevator to the 3rd floor. There you will find our Synergy Registration table and can securely store your luggage until you can access your guest room during the 5pm pre-dinner break. Please note: Hilton will ask for a credit card in the event you purchase incidentals. You will be responsible for payment of those charges.
REMINDERS: Synergy Registration is scheduled for 12:30 – 1:30PM on Tuesday, October 15th. Programming officially “kicks off” at 1:30pm with Tom Haught’s Welcome and Opening Remarks.
Please give yourself plenty of time to park, check-in and make your way to the 3rd floor between 12:30and 1:30pm.
Lunch will not be served on Tuesday, October 15th. Please plan your arrival accordingly.
Check-out
Standard hotel checkout procedure applies. Receipts will be provided via email. If you want a hard copy of your receipt, please stop at Hilton’s Registration Desk. Keep in mind, Sequoia is covering the cost of your guest room and parking but if you have purchased incidentals, you will be responsible for payment.
Luggage storage
As mentioned above, secure luggage storage will be available on Tuesday upon arrival, if needed.
On Wednesday, you are certainly welcome to take your luggage to your car before breakfast.
Alternatively, secure luggage storage will again be available on the 3rd floor adjacent to our meeting spaces. Upon arriving on the 3rd floor for breakfast, you can drop off your luggage and will provide the attendants your departure information. Luggage will be organized by departure flight time or driving destination (Columbus, Troy or local). We ask that drivers be patient for those heading to the airport and, drivers living locally, defer to those travelling to Columbus and Troy at time of departure. We are hopeful the process we have in place will allow all to head home in the most efficient way possible.
Should you have any questions regarding travel or hotel logistics, please reach out to Meg Murphy.
Safe travels and we will see you in Cleveland soon!
STEP 1
Register for Synergy
Register by August 16, 2024
STEP 2
Book Your Stay
We’ve heard you! There’s something special and unique about having our entire team together for this event. We have taken your feedback seriously, as well as concern for the safety of our team members who might be traveling home after an evening happy hour.
Cleveland Hilton Downtown
100 Lakeside Avenue East, Cleveland, OH 44114
Phone: 216.413.5060
hiltoncleveland.com
All team members:
Book your hotel stay
Hilton
Fact Sheet
Hilton Restaurant
Guide
We are thrilled to invite (and strongly encourage) all team members to stay on-site at the Hilton the evening of October 15th. The firm will cover the cost of your stay. Upon check-in, a credit card will be required for any incidentals.
Please contact Meg Murphy with any questions regarding booking a hotel room.
Parking at the Venue
You will have multiple parking options at the Hilton:
- Valet Parking (we don’t recommend this option; it’s available for those with mobility issues)
- Huntington Garage self-parking (directly across the street from the hotel entrance)
- Hilton Overnight self-parking (across main drive entrance of the hotel, north side of Lakeside Avenue)
The parking fees will be paid by Sequoia. Use these instructions to select your option.
STEP 3
Travel Information
If you live in Ohio or Michigan, please plan to drive/carpool to Synergy 2024
Please plan to add the travel to your October Concur Expense Report for mileage reimbursement.
Search “Concur Basics” in Trailheads for Instructions on how to use Concur for travel expenses.
If you live in any of our other geographies, you are responsible to book your own flight.
You must arrive at the Hilton prior to the Synergy start time of 1:30pm on Tuesday, October 15th.
Synergy ends at 2:30pm on Wednesday, October 16th. Please do not plan a flight that will necessitate an early departure.
Transportation
Guidelines
Agenda
Event Communications
Important information surrounding your individual details (Table #s, team #s, breakout session groups, etc.) will be emailed to you directly in the week preceding the event and will be available to you in printed form at event check-in.
Tuesday, October 15, 2024 - Synergy officially begins at 1:30pm
The first day’s focus is internal: engagement, team and culture. We’ll hear from our President & CEO, Tom Haught, engage across teams in our breakout session, and celebrate the winner of the 2024 Hyperion Award. We have something quite special planned for entertainment this year, so we’ve allotted extra time for team recreation; we’ll gather for a strolling dinner and entertainment from 6:00-10:00pm.
Wednesday, October 16, 2024
We’ll kick off with an early breakfast at 7:00am. Wednesday’s agenda is focused on Sequoia’s positioning within the industry and trends that are impacting the RIA landscape. We’ll hear from guest speakers, Brad Losson of Schwab, and Rohit Mahna of Fidelity and tackle some group work during our breakout session and working lunch. We’ll end our time together with closing remarks from 2:00-2:30pm.
Mr. Losson leads the Schwab Advisor Services Sales and Relationship Management teams for the U.S. These teams are responsible for the relationship management and business development efforts with Schwab Advisor Services existing advisor clients. These RIA advisor client types include wealth managers, asset managers, multi-family offices, regional independent broker dealers and turn-key asset management providers and advisors who have departed from other financial institutions to the independent model.
In addition to his direct sales, relationship management, Mr. Losson heads the Relationship Management Leadership Team, responsible for strategic and business planning, general sales and business management and execution, forecasting, and talent development. Mr. Losson is also a member of the Advisor Services Leadership team. This team is responsible for the overall strategy, leadership, and management of the Advisor Services business for Charles Schwab.
Rohit Mahna is the Head of Client Growth at Fidelity Institutional Wealth Management Services, leading the Institutional Client Relationship Group, leading the sales and relationship management teams that are responsible for supporting our RIA, family office, brokerage firms and other wealth management institutions. Driving innovation and growth in financial services has been the heart of his 20+ year career, embracing and leading change in the rapidly evolving financial services ecosystem. Before joining Fidelity, he led the Financial Services strategy at Salesforce and created the vision and development of its first financial service industry-specific application, Salesforce’s Financial Services Cloud.
