Year: 2017

4th Annual Due Diligence & Holiday Luncheon

Lido Consulting, Inc. will be hosting the 4th Annual Due Diligence & Holiday Luncheon at the InterContinental Hotel in Century City on Wednesday, November 29th, 2017 from 10:00 am – 4:00 pm. Sponsored by Capview Partners, Krauter & Company and Hix Snedeker Companies, LLC. To register, click below. All registrations are pending upon approval. Please register by Monday, …

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Back to School! Pepperdine Graziadio School of Business and Management- Certificate in Financial Management for the Family Office

Please Join Us The Certificate in Financial Management for the Family Office (CFMFO) is a two and a-half day curriculum-based program. Attendees learn best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their family office. This program is developed by Pepperdine Graziadio School …

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CohnReznick- Financial Services Roundtable

Gregory Kushner, Lido Advisors, LLC will be speaking at the Financial Services Roundtable with CohnReznick Partner Maier Rosenberg, who leads the Firm’s Financial Services Industry Practice in Southern California, as well as an exclusive group of your peers for appetizers, beverages, and engaging conversation. Together, the panel members will discuss: Leveraging Debt Funds: What’s the …

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Bryan Cave LLP- Southern California Private Fund Advisers Roundtable

Gregory Kushner will be a panelist on “Strategies for Attracting and Retaining Institutional Investors” at the inaugural Southern California Private Fund Advisers Roundtable on May 24th, 2017 at Bryan Cave LLP in Santa Monica. Gregory will be joined by Chris Ainsworth of U.S. Trust, Terry Monis of ICG Advisors LLC, and Mark Weakley of Bryan …

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IMN- The 3rd Annual Real Estate Family Office & Private Wealth Management Forum

IMN- The 3rd Annual Real Estate Family Office and Private Wealth Management Forum (West), May 11-12, 2017 in Huntington Beach, CA. Alyssa Weinberger will be moderating a discussion on the upcoming Pepperdine Graziadio School of Business and Management Certificate in Financial Management for the Family Office with Gregory Kushner and Carolyn Friend. “As the economy …

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