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 of Business and Management in association with Lido Consulting, Inc.
Who Should Enroll?
The Certificate in Financial Management for the Family Office is a training program designed for the family office management personnel, family members, individuals from affluent backgrounds, and advisors that work within the family office space. The program is capped at 30 participants and no sales are allowed, creating a “safe” place for open discussion. The certificate qualifies for continuing education credit for CPAs licensed in CA, MCLE for attorneys licensed in CA, CFPs and may qualify for other credentials depending on the state of jurisdiction.
Gregory Kushner – Lido Advisors, LLC
Dr. Carolyn Friend & Dr. Jamie Weiner – Inheriting Wisdom
Roy Kozupsky, ESQ. – Moses & Singer, LLP
Bruce DeBoskey – The DeBoskey Group
Michelle Konstantarakis – Investment Counsel Company
Dr. Abraham Park – PhD
Timothy Speiss – EisnerAmper LLP
Patricia Armstrong – Abbot Downing
Early Bird Registration Until June 2, 2017
Receive 25% off with discount code: LidoGuest
Certificate Learning Objectives
Learn the skills necessary to develop in-depth budgets for all aspects of business and personal activities as a basis for long-term planning and portfolio management.
Review best practices for financial reporting as a tool for decision making, appropriate levels of delegation of authority, organization over-site, and accountability.
Evaluate different legal and organization structures for wealth preservation, wealth transfer, and tax minimization.
Assess portfolio creation, the risk/return relationship, and wealth management tools.
Study various investment opportunities including both public and private markets, alternative investments, real estate investments, and international investment opportunities.
Discuss current issues facing family offices with peers and industry experts in a small group setting without the distraction of being sold to.
Certificate in Financial Management for the Family Office
Program Dates: June 19- 21, 2017
Location: Pepperdine University, Malibu Campus, Malibu, California
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 risk?
The benefits and challenges of leveraging debt funds
Attracting Global Investors in a Tax Efficient Manner
Tax efficient structures to attract foreign and tax exempt investors
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 Cave LLP who will be moderating the panel regarding what institutional investors look for when considering an investment opportunity, as well as do’s and don’ts of raising capital.
Cocktail reception to follow.
Join us for the 9th Annual Family Office Governance and Real Estate Panel Discussion followed by a cocktail reception on Tuesday, May 23, 2017 at the InterContinental Hotel in Century City from 3:00 pm – 7:30 pm as our panel of Family Office experts discuss issues of importance for Family Offices and high net worth investors. Gregory Kushner, Founder of Lido Consulting, Inc., will be moderating the panel. Thomas James Capital, Essex Asset Management, Empire Manager, J.P. Morgan Asset Management, Pender Capital, Revelstone Capital, Weiss Accountancy Corporation, Fidelity Investments, and Christina will be sponsoring this event.
3:00pm to 3:25pm Registration & Networking
3:25pm to 3:30pm Welcome & Opening Remarks
3:30pm to 4:00pm Path to the Family Office 2.0
4:00pm to 5:00pm Governance & Real Estate Panel Discussion
5:00pm to 5:30pm Empower Your Family Office
5:30pm to 7:30pm Closing Remarks followed by Cocktail Reception
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 and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation and interest in investing in real estate. Be it direct investments, using private equity managers or the public markets there is a plethora of investment options that need to be considered and this deep dive into real estate by the IMN conference will meet all of your education and networking needs.
Last year’s event welcomed over 300 participants, including 165 family offices and wealth advisors, as well as 25 investment managers, legal and tax service providers and administrators sponsoring and exhibiting.
We look forward to hosting this event once again and providing the platform for attendees to connect with the investors who are actively engaged in this private real estate investment.”