Venue
Fairmont Century Plaza
Fairmont Century Plaza, 2025 Avenue of the Stars, Los Angeles, CA 90067, USA

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Event Date Tue Apr 16 EDT - Thu Apr 18 EDT (8 months ago)
Location Fairmont Century Plaza
2025 Avenue of the Stars, Los Angeles, CA 90067, USA
Region Americas
Details

This two-and-a-half-day Symposium is centered around legacy preservation within the family office space, complete with educational presentations, panel discussions, entertainment, and networking opportunities.

Each year, our goal is to arm our attendees with valuable knowledge and key insight about a wide range of industries from real estate to technology, shifting markets, and new investment opportunities to help them make wiser investment and business decisions.

Speakers

2024 Speakers

Greg Kushner
Founder & Chairman, Lido Consulting

Alyssa Weinberger, CPA, CFP®
President, Lido Consulting

Jason Ozur, CPA
Chief Executive Officer, Lido Advisors

Howie Mandel
Actor, Host

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

Bobby Khorshidi
President & CEO, Archway Capital

Brie Williams
Vice President, State Street Global Advisors

Daniel Mafrice
Chief Executive Officer, Remora Capital Partners

Danny Hughes
Impact Investor, Advisor, Partner, Creator

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

Eric G. Potterat, Ph.D.
Co-Author and Co-Owner, Learned Excellence, LLC

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

Jeff Garden, CFA, CQF
Chief Investment Officer, Lido Advisors

Jon Mendis
Managing Partner, Hyperion Realty Capital

Joseph Penner
Founder, Hill Street Realty

Laus Abdo
CEO & Founder, AGP Capital

Nitin Chexal
Chief Executive Officer, Palladius Capital Management

Paul Rahimian
Founder, Chief Executive Officer, Parkview Financial

Sponsors & Partners

2024 Sponsors

• AGP Capital
• Archway Capital
• CohnReznick
• Hill Street Realty
• Hyperion
• Lido
• Palladius
• Parkview
• Remora Capital Partners
• State Street Global Advisors SPDR