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May 2017

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

May 11 - May 12
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Lido Consulting’s 9th Annual Family Office Governance & Real Estate Panel Discussion

May 23 @ 3:00 pm - 7:30 pm
InterContinental Hotel, 2151 Avenue of the Stars
Los Angeles, CA 90067
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Please join us for the 9th Annual Family Office Governance 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. Sponsored by: Thomas James Capital, Essex Asset Management, Empire Management, J.P. Morgan Asset Management,…

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Bryan Cave LLP- Southern California Private Fund Advisers Roundtable

May 24 @ 5:00 pm - 8:30 pm
Bryan Cave LLP, 120 Broadway, Suite 300
Santa Monica, CA 90401 United States
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Gregory Kusnher 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…

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June 2017

2017 Entrepreneur Economic Forecast

June 1 @ 7:30 am - 12:00 pm

Lido Consulting, Inc. will be a silver sponsor of the Entrepreneur Economic Forecast held by California Economic Forecast on June 1, 2017 at 7:30am- 12:00pm at the Skirball Cultural Center in Los Angeles.

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CohnReznick- Financial Services Roundtable

June 8 @ 4:30 pm - 6:00 pm
CohnReznick LLP, 1900 Avenue of the Stars
Los Angeles, CA
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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…

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

June 19 - June 21

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…

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September 2017

Invite Only: Family Office and Alternative Investment Professionals Cocktail Reception

September 7 @ 5:00 pm - 7:00 pm
Smith & Cohen, 10351 Santa Monica Blvd.
Los Angeles, CA 90025 United States
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October 2017

Family Office Directors Association Newport Beach Luncheon

October 26 @ 11:30 am - 2:30 pm
Fleming’s Prime Steakhouse & Wine Bar, 455 Newport Center Dr.
Newport Beach, CA 92660
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Lido Consulting, Inc. will be hosting a luncheon sponsored by Sansone Group on October 26, 2017 in Newport Beach at Fleming's Prime Steakhouse & Wine Bar from 11:30 am - 2:00 pm.     The format for this meeting will consist of a networking reception which will lead into lunch. Following lunch, there will be one 30-minute presentation from our sponsor. We will end the luncheon with an hour of open networking. We hope you will be able to attend. Space…

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November 2017

4th Annual Due Diligence & Holiday Luncheon

November 29 @ 10:00 am - 4:00 pm
InterContinental Hotel, 2151 Avenue of the Stars
Los Angeles, CA 90067
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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, Hix Snedeker Companies, LLC, GPB Capital Holdings, LLC and Aldea Capital Partners. To register, click below. All registrations are pending upon approval. Please register by Monday, November 27, 2017 to reserve your spot.  Registration Fee: $50.00

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