CohnReznick- Financial Services Roundtable

CohnReznick- Financial Services Roundtable

Events, Speaking Event

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

Bryan Cave LLP- Southern California Private Fund Advisers Roundtable

Bryan Cave LLP- Southern California Private Fund Advisers Roundtable

Events, Speaking Event

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.

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

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

Events, Speaking Event

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.”

-IMN