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