Monday, March 16, 2015
Private Family Office Roundtable
Roundtable Moderator - Gregory Kushner, Lido Consulting, Inc.
This is a closed-door meeting strictly for the attendees from family offices. Our popular and highly regarded family office roundtable session will allow participants to share candidly amongst themselves, their challenges, and success stories. Our panel of seasoned experts in the area of Family Offices will share what they are currently seeing in their particular areas of expertise and will facilitate the open discussion with our audience of those issues of most concern along with the challenges facing family offices today. The discussions will cover three main areas of interest – Investing, Family Office Administration and Governance. For many, the desire to have impact as a family is as important for sustainability as dealing with the highly technical aspects such as investing and taxes. Our panel will discuss the challenge on how to balance both aspects as part of an offices’ integrated planning.
Welcome Wine & Cheese Reception
Hosted By: Eisner Amper LLP
Tuesday, March 17, 2015
Credit Strategies and Asset Based Lending: Have Your Cake and Eat it Too!
Alim Kassam, Rama Capital Partners, LLC
Brian O'Shaughnessy, Rama Capital Partners, LLC
Real Estate Investment Outlook
Joseph Penner, Hills Street Realty
Pat McDonald, Waypoint Residential
Peter Knell, KCB Management
Wednesday, March 18, 2015
Highly Correlated Investment Matters - How to Measure Your Financial Advisor
Jason Ozur, Lido Advisors, Inc.
Jeffrey Westheimer, Lido Advisors, Inc.
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