Synergy2024
October 15th – 16th, 2024
Hilton Cleveland Downtown

 

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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

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
Register and Book Your Hotel by August 16, 2024

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. Simply place the reservation on your company card and process it with your October Expense Report using the instructions on pages 23-25 in the Team Member Handbook. 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

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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.

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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.

Suggested flights

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.

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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. (edited) 

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FREQUENTLY ASKED QUESTIONS