Venue
Montage Beverly Hills
Montage Beverly Hills, 225 N Canon Drive, Beverly Hills, CA 90210

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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
Details

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.

Speakers

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

Sponsors & Partners

2019 Sponsors:

• Sadis Goldberg LLP

• Cohn Reznick

• HARNEYS

• TRINET

• PHOENIX AMERICAN

• DUFF & PHELPS

• ARBITRAGE

• KIRENAGA

• WYNKOOP

• BITBULL

• CALALTS