When

Thursday June 5, 2014 from 11:00 AM to 7:00 PM PDT
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Where

The Peninsula Hotel 
9882 Santa Monica Blvd ·
Beverly Hils, CA 90210
 

 
Driving Directions 

Contact

Bridget Kilroy 
Lido Consulting, Inc. 
310-278-8232 ext. 109 
bkilroy@lidoconsulting.com 
 

6th Annual Family Office Educational Forum & Roundtable 

We at Lido Consulting have found that today, family offices more than ever are looking for guidance from both external sources and their peers at other family offices.  We have been seeing a very substantial increase in attendance at our various family office events as a result. As you know, our events are designed to provide the opportunity to network and learn from your peers as well as to hear about the latest cutting edge ideas from experts in the area of family office management. 

Last year's event was extremely well received, so as a result, we have decided to extend our regularly scheduled family office director’s luncheon meeting to a full day event from 11:00 am to 7:00 pm on Thursday, June 5th at the Peninsula Hotel in Beverly Hills.  The format for the day will consist of two hour investment presentations about ways that family offices and high net worth investors can take advantage of opportunities in today’s volatile investment markets.  We will also have an economic outlook, four lunch workshops, Jamel Mashburn, Jamaal Wilkes, and Nolan Bushnell. We will conclude with Greg Kushner, Founder of Lido Consulting, moderating a panel of experts involved in the ultra- high net-worth arena.  Each panel member will briefly discuss what topics he or she is seeing the most interest from their family office clients in their various practice areas.  Following their remarks we will open the meeting to the audience to ask questions and to hear from our panel of experts as well as fellow family office executives on topics that they face in their own offices.  This roundtable discussion format is modeled from our very successful family office roundtable discussion group held each year at our annual Family Office Investment Symposium.   We hope you will be able to attend.

Space is limited to 100 attendees. There is no fee to attend.

SCHEDULE

11:00 AM: Registration - Veranda Ballroom

11:25 AM: Welcome and Opening Remarks - Veranda Ballroom
Gregory Kushner, Founder & President, Lido Consulting, Inc.
Alyssa Weinberger, Senior Vice President, Lido Consulting, Inc.
 
11:30 AM:  Trending Investment Opportunities for 2014  - Veranda Ballroom
                 Moderated By:
 John Harline, Vertical Capital Markets Group 

 Panelists: 
 Pouya David Yadegar, Prime Opportunities Investment Group
 Mike Maffia, Vertical Capital Markets Group
 Jason Ozur, Lido Advisors, Inc. 

 12:00 PM: Celebrity & Professional Sports Player Panel - Veranda Ballroom
 Moderated By:
 Aaron Sokol, Paratum Inc. 

 Panelists:
Jamal Mashburn, Mashburn Family Foundation
Jamaal Wilkes, Jamaal Wilkes Financial Advisors

12:50 PM: Networking Break - Veranda Foyer
Hosted By:  Strategic Aquisitions, Inc. & Westridge Asset Based Lending

1:00 PM:  Lunch Workshops

Track A: Active Engagement: Unlocking the Power of the Family Office
Dr. Weiner & Dr. Friend will address how meaningful connections unlock the power of the family and contribute to an increase in tangible results. This requires actively engaged family members. The challenge is to know how to realign the world of the family.

Presented By: Inheriting Wisdom
Location: The Boardroom

Track B: What is the Cloud, How Does it Work, Is it a Good Time to Invest?
Is your head stick in "the Cloud"? If not, maybe it should be.  The Cloud is everywhere in our economy today.  Please join us for a discussion between Mr. O'Connor & Mr. Hastings, who will discuss three mega-trends in cloud based technologies that are transforming every sector of our economy from industrials to medicine to retail, and beyond. 

Presented By: Rincon Advisors & Providence Equity
Location: Veranda Patio

Track C: A Case for Investing in Prime Los Angeles Assets & Neighborhoods

Please join Mr. Taylor for an in depth look at real estate trends and strategies in the prime sub-markets of Los Angeles.  Topics to be covered include historical perspective, current market and investment conditions, trends and opportunities, impact of interest rates on investment strategy, global demand of buyers, and return expectations through 2016.

 

Presented By: Christina Developement
Location: Magnolia Room

Track D: Preparing the Next Generations for Success
Join this session for a discussion with Ms. Grove and Mr. Kushner about how the most successful and sustainable families operate and the most effective methods of engaging with the next generation and incorporating them into the family wealth management framework. Hannah draws on thousands of in-person interviews with self-made wealth-holders and inheritors to explore how the priorities and concerns of the current generation will shape the challenges of the future- and how families can work together to be better prepared.

Presented By: Greg Kushner & Hannah Grove
Location: The Private Dining Room

 
Track E: Open Networking
  
This lunch session will be dedicated to exhange ideas and best practices within the family office arena.

Location: Belvedere Patio
2:00 PM: Networking Break - Veranda Foyer
Hosted By: Strategic Aquisitions, Inc. & Westridge Asset Based Lending

2:15 PM: Featured Speaker: Nolan Bushnell - Veranda Ballroom 
Creator of Atari, Chuck 'E' Cheese, Brainrush, & 20 other companies

3:00 PM: The Importance of Sector Investing - Veranda Ballroom 
Tyler Rheem, Alps Portfolio Solutions

3:30 PM: Where Do We Go From Here? A Mid-Year Economic Update - Veranda Ballroom 
Moderated By: Gina Sanchez, Changtico Global, LLC 
Presented By: Jane Wells, CNBC Reporter

4:00 PM: Networking Break - Veranda Foyer 
Hosted By: Strategic Aquisitions, Inc. & Westridge Asset Based Lending

4:15 PM: Family Office Governance Panel Discussion - Veranda Ballroom
Our panel of experts will discuss issues of importance for family offices and high net worth investors. Greg Kushner, Founder of Lido Consulting, will act as moderator of the panel and will encourage participation from the audience.

Panel Members and Topics are listed below:

Greg Kushner, Founder of Lido Consulting: Moderator 

The New Reality of Risk: What is Trending Now with Family Offices- Pamela Radsch Senior Vice President and Marsh Family Office Practice Leader, Marsh & McLennan Companies

Managing Your Family Office: Go Beyond the Level of Assets

The Long & Winding Road (To The Courthouse Step...) Contemporary Planning Considerations in Wealth Transfer Planning with Trust Owned Family Business Interests- Roy Kozupsky, Partner and Head of the Trusts & Estates, Smith, Gambrell, & Russell, LLP

Advanced Planning for the Family Office: Successful Wealth-Transfer Strategies after the Fiscal Cliff- Ross W. Nager, Managing Director – Houston, WTAS

Philanthropic Update- Julia Gordon, Schwab Charitable

6:00 PM: Wine & Cheese Reception
Hosted By: Vertical Capital Markets Group



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