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Event Date | Sun Dec 1 EST (about 5 years ago) |
Location |
Montage Beverly Hills
225 N Canon Drive, Beverly Hills, CA 90210 |
Region | Americas |
Industry experts, including Family Offices and Institutions, will guide the Master Class agenda, providing fund managers with the resources needed to effectively and efficiently manage the process of closing LP capital. Through industry leading content including both a topical keynote speaker and targeted Master Class programming focusing on latest developments in LP sourcing, our events take a deep dive into best practices, latest trends, and sector specific sourcing methodologies.
2019 Speakers:
Ron Geffner
Partner
Sadis & Goldberg
Jeremy Swan
Managing Principal - Financial Sponsors & Financial Services Industry
CohnReznick
Lewis Chong
Partner
HARNEYS
Jay Rogers
Executive Director
Bergendahl Holdings
Paul Marino
Partner
Sadis & Goldberg
Marc Wolf
CPA, Partner
CohnReznick
Boris Sokolsky
Director - Financial Services
TriNet
Joe DiPasquale
CEO
BitBull Capital
Ned Montenecourt
SVP & Chief Risk and Compliance Officer
Phoenix American
Greg Kushner
Chairman & Founder
Lido Consulting, Inc. & Lido Advisors, Inc.
Geoff Marcus
President and CEO
ALTS Capital & SPRK
Andrew Hoffmann
Founder - Rock Island LLC
Former MD of Investments for a Large SFO
Chris Lombardy
Managing Director - Head of U.S. Compliance Consulting
Duff &Phelps
David Scalzo
Founder and Managing Partner
Kirenaga
2019 Sponsors:
• Sadis Goldberg LLP
• Cohn Reznick
• HARNEYS
• TRINET
• PHOENIX AMERICAN
• DUFF & PHELPS
• ARBITRAGE
• KIRENAGA
• WYNKOOP
• BITBULL
• CALALTS