16th Annual Family Office Investment Symposium 2022 | LIDO Consulting Inc. | 20 April 2022 | Loews Santa Monica Beach Hotel, 1700 Ocean Ave, Santa Monica, CA 90401, USA

The FOIS is our annual two and a half day Family Office Investment Symposium centered around the principles of preserving your legacy and investing in your future. In-Person and Virtual attendance options are possible with this hybrid event. The Investment Symposium is filled with educational presentations, panel discussions, entertainment, and networking opportunities to help further the conversation of legacy preservation within the family office space. We are excited to return to an in-person event for this year. Join over 400+ professionals and gain new insight about the latest investment opportunities.

2022 Speakers

Laus Abdo
CEO & Founder, AGP Capital

Michael Apstein
Principal Founding Partner, Primary Growth Partners

Paul Baiocchi
Chief ETF Strategist, Select Sector SPDRs

Keenan Beasley
CEO & Founder, Venture Noire

Gregg Bernstein
Fund Co-Manager, Westridge Lending Fund II

Alexandra Browne
Senior Managing Director & Chief Development Officer, Lido Advisors

Brian Buehler
Managing Partner, Triton Pacific Capital Partners

Austin Carlson
Managing Director, Head of Sales & Investor Relations, Parkview Financial

Nitin Chexal
Chief Executive Officer, Palladius Capital Management

Michael Choe
Managing Director & CEO, Charlesbank

Patrick Daly
Partner, Citrin Cooperman

Gautham Deshpande
Partner, EisnerAmper

Jeffrey Eisen
Partner, Co-Chair of Trusts & Estates Practice, Mitchell Silberberg & Knupp LLP

Jeff Garden
Chief Investment Officer, Lido Advisors

Baldassare Genova
Director of Implementations, FundCount

Lee Hausner
Clinical Psychologist & Business Consultant

Daniel Howard
Co-Managing Partner, Citrin Cooperman

Richard Jacobson
Managing Director, Golub Capital

Katherine Jeffery
Generational Expert & Business Consultant

Christopher Kaminker
Group Head of Sustainable Investment, Research, Strategy & Stewardship, Lombard Odier

Jim Kane
Senior Vice President & National Practice Leader of Personal Risk, USI Insurance Services

Chris Kuiper
Director of Research, Fidelity Digital Assets

Greg Kushner
Founder & Chairman, Lido Consulting

Frank I. Luntz
Founder & President, Luntz Global

Daniel Mafrice
Chief Executive Officer, Remora Capital Partners

Brandon Marshall
Former NFL Player, CEO & Founder, House of Athlete

Chris Marrie
Principal, Cannabis Solutions Group Director, HBK CPAs & Consultants

Jon Mendis
Managing Partner, Portal Investment Management

Nicole Nouhra
Managing Director, Premier Private Client Insurance Services by Chivaroli

Jason Ozur
Senior Managing Director & CEO, Lido Advisors

Mark Pearl
Partner, Fredman Lieberman Pearl LLP

Joseph Penner
Founder, Hill Street Realty

Bruce Pompan
Partner, American Discovery Capital

Rene Reyna
Head of Thematic and Specialty Product Strategy ETFs and Indexed Strategies, Invesco

Gina Sanchez
Chief Market Strategist, Lido Advisors & CEO, Chantico Global

Tom Scott
Managing Partner, Triton Pacific Capital Partners

Pat Soldano
President, Family Enterprise USA

Ken Teasdale
Partner, Armanino

Kyle Verma
Senior Business Development Manager, Fidelity Digital AssetsSM

Alyssa Weinberger
President, Lido Consulting

Rob Woomer
President, Peachtree Hotel Group

2022 Sponsors and Partners

PRESENTING SPONSORS:
• AGP Capital
• American Discovery Capital
• Armanino
• Charlesbank
• Citrin Cooperman
• Eisner Amper
• Fidelity Digital Assets
• Fredman Lieberman Pearl
• FundCount
• Golub Capital
• HBK CPAs & Consultants
• Hill Street Realty
• Invesco
• Lido Advisors
• Lido Consulting
• Lombard Odier
• Mitchell Silberberg & Knupp
• Palladius Capital Management
• Parkview Financial
• Peachtree Hotel Group
• Portal Investment Management
• Premier Private Client Insurance Services by Chivaroli
• Primary Growth Partners
• Remora Capital Partners
• Select Sector SPDRs
• Triton Pacific Capital Partners
• USI Insurance Services
• Westridge Lending Fund

SUPPORTING SPONSORS:
• Akin Gump
• CohnReznick
• Frontline
• Gehr
• HPS Investment Partners
• IDB Bank
• Nuveen
• PFC Safeguards
• PRISM
• Ropes & Gray
• Torrey Pines Bank
• Wilshire Quinn Capital

MEDIA SPONSOR:
• Real Assets Adviser