12th Annual Lido Consulting Family Office Investment Symposium 2017 | US SIF | 27 March 2017 | Santa Monica, CA, United States

LIDO has been in the forefront of the family office industry. Our highly acclaimed two and a half day Investment Symposium provides ample opportunity for our family office attendees to discuss the investment outlook for 2017. The Symposium offers you an opportunity to explore a wide range of investment vehicles that are gaining traction among significant family offices and provides you with concrete investment ideas that you may wish to consider as part of your own portfolio. Our event also serves as a platform for Family Offices to discuss their challenges, their success stories, and how to continue their legacy.

Speakers for 2017

Patricia M. Armstrong
Senior Director
Family Dynamics and Education
Abbot Downing

Jay Banfield
Chief Officer of Innovation & Scale and Managing Director, California
Year Up

Jason Barany
Founder and CEO
Aero Capital Solutions

Helene Belisle
Executive Director and Secretary
Arthritis National Research Foundation

Christian Braemer
CEO & Co-Founder
Benefunder

Brody J. Browe
Senior Vice President
FS Investments

Bob Champion
Founder and CEO
Champion Real Estate

Geoffrey Clauss
Senior Director Investment Management
Addepar

Larry Covert
Managing Director
Aero Capital Solutions

Andy Dean
CNN Political Commentator & Former President of Donald Trump’s Television Company (Trump Productions LLC)

Dr. Carolyn Friend
Co-founder & Wealth Whisperer™
Inheriting wisdom

Amy M. Grossman
Vice President
Fidelity Charitable

Adam Rockefeller
Growald

Sherri Haskell
Founder & CEO
CannaAngels LLC

Robert S. Hicks
Partner
Capstar Partners

Jennifer Howell
Founder
The Art of Elysium

Rehan Huda
Chief Executive Officer
Green Sky Labs Inc

Cory Johnson
Co-Founder/Managing Director
Pender Capital

Richard Katz
Manager
Westridge Lending Fund, LLC

Ken Kencel
President & CEO
Churchill Asset Management

Kevin S. Kujawski
President
Menlo Equities

Polina Kurdyavko
Partner
Bluebay Asset Management

Gregory P. Kushner, CPA*
Senior Managing Director and Chairman
Lido Advisors, LLC

Tim Lappen
Founder & Chairman
Family Office Group at the JMBM law firm

Marc Leh
Shareholder
Polsinelli

Nina Marino
Partner/Founder
Kaplan Marino

Jeffrey Marquart
Partner and Executive Vice President
Gavin de Becker & Associates

Larry Merchant
Former HBO Boxing Analyst

Clint Misamore
Los Angeles Ambassador
NEXUS

Tim Morland
Jr., Director of Legislation and Regulatory Affairs, Board of Equalization
District Two CA, serving on the Cannabis Compliance Project

Zach Murphy
Co-Founder/Managing Director/Originations
Pender Capital

John W. O’Connor
President & CIO
Rincon Advisors

Jason Ozur,
CPA* Senior Managing Director and Portfolio Manager
Lido Advisors, LLC

Dr. George S.
Papaconstantinou Former Greek Finance Minister

Joseph Penner
Founder
Hill Street Realty

Blair J. Portigal
Senior Managing Director
Artemis Realty Capital

Paul S. Rahimian
CEO
Parkview Financial

Albert Richards, PhD, CFA
Founder and CEO
Alambic Investment Management, LP

Justin Rockefeller
Global Director of Family Offices & Foundations
Addepar

Maier N. Rosenberg
Partner
CohnReznick

Michael Salvay
Managing Principal
Payden & Rygel

Gina Sanchez
Chief Executive Officer
Chantico Global, LLC

David Silver
CEO
Silver Public Relations

Tim Speiss
Partner-in-Charge
EisnerAmper

Paul Tanner
VICE PRESIDENT
LOCKTON INSURANCE BROKERS, LLC

Lawrence N. Taylor
Founder & President
Christina

Preston Tsao
Founder and Sole Managing Member
Metcircle Networking LLC

Regina Unegovsky
Esq., Regal Tax and Law Group,
Cannabis Specialist

Karan Wadhera
Partner
Casa Verde Capital

Bill Walton
NBA Legend & Basketball Analyst

Casey Wamsley
Director
Collins Capital

Dr. James Weiner
Co-founder & Wealth Whisperer™
Inheriting wisdom

Sponsors for 2017

ABBOT DOWNING
ADDEPAR
ACS AERO CAPITAL SOLUTIONS
ALAMBIC
Blue Bay
CHAMPION Real Estate Company
ARTEMIS
benefunder
CannaAngels LLc.
CASAVERDE
Christina
CHUBB
COHN REZNICK
COLLINS
CUREARTHRITIS
Fidelity Investment
First Trust
FS Investment
GAVIN DE BECKER & ASSOCIATES
Gurtin
Heel Street Realty
inheriting wisdom
JMBM
KAPLAN/MARINO
LATERAL
LIDO ADVISOR, LLC
LIDO CONSULTING, Inc.
LOCKTON
MENLO EQUITIES
NEXUS
NUVEEN
PARKVIEW
Payden&Rygel Investment Management
PENDER CAPITAL
POLSINELLI
SKLAR KIRSH
SS&C
THE ART OF ELYSIUM
WESTRIDGE LENDING FUND
yearup