As a senior director of Family Dynamics and Education, Pat’s work with families focuses on growth and sustainability. Pat and her colleagues know first-hand the complexities that families of great wealth may face. They work to ask insightful questions, listen carefully, and help clients find clarity about their values and goals. Pat works with families on a variety of topics such as preparation of heirs, family governance, family business succession and family philanthropy.
Before assuming her current role at Abbot Downing, Pat was head of Family Dynamics at Wells Fargo Family Wealth. She was the human resources director for Wells Fargo’s Private Bank and held a series of management roles focused on developing talent since she joined Wells Fargo in 1990.
In her earliest professional life, Pat was an independent management consultant to family businesses and nonprofit organizations, a faculty member in psychology and a mental health program director.
Pat holds a doctorate degree in psychology from Southern Illinois University. She earned a bachelor's degree in psychology from Illinois Wesleyan University, where she also served as a university trustee. Pat received a certificate in executive coaching from Columbia University. She is a member of the Family Office Exchange (FOX), Family Firm Institute (FFI), the American Psychological Association (APA) and serves on the Advisory Council of the Global Family Office Community.
Jay Banfield is a social entrepreneur with experience in the private, public, nonprofit and educational sectors. Jay is the Chief Officer of Innovation & Scale and Managing Director, California for Year Up, a nationally recognized social enterprise that has been featured in 60 Minutes, The Wall Street Journal, The New York Times, Forbes, and Fortune. Year Up simultaneously addresses the country’s skills gap and Opportunity Divide by sourcing talent for hundreds of corporate partners nationwide, including Salesforce, JPMorgan Chase, Facebook, Kaiser Permanente, LinkedIn, Microsoft and Google. After founding Year Up Bay Area and serving as its Executive Director for 8 years, Jay now uses his multi-sector experience to innovate and scale Year Up’s services throughout the country.
After playing baseball in Europe, Jay began his career as a business development manager at Oracle Corporation. While at Oracle, he participated in the launch of the Clinton administration’s AmeriCorps program. Jay has worked on local, state, and national political campaigns and has served in both the legislative and executive branches of government. In 1999, he was appointed the Chief Assistant Treasurer for the City and County of San Francisco, where he was responsible for the city’s $7B treasury and spearheaded a national award-winning e-government initiative. He was awarded the city’s Public Managerial Leadership Award in 2001 and later was appointed Assistant General Manager, Business Services for the San Francisco Public Utilities Commission, where he directed the organization’s $400M operating budget. For several years, Jay served as an adjunct faculty member at the Edward S. Ageno School of Business at Golden Gate University.
An active community member, he now serves on the boards of San Francisco University High School and Cornerstone OnDemand Foundation. Jay has also served as a Court Appointed Special Advocate (CASA) and served on its San Francisco board for five years, with one term as co-chair. He has served on the boards of San Francisco Friends School, San Francisco Little League and the San Francisco Parks Trust and has coached more than a dozen youth athletic teams.
Jay was raised in Somerville, Massachusetts before moving to California, where he received his Bachelor of Arts, with Honors, from Stanford University and Master of Public Policy from the University of California, Berkeley. He lives with his wife, Kate, and three children in San Francisco.
Jason Barany is Chief Executive Officer and Chief Investment Officer of ACS, and brings over twenty years experience in aviation leasing and trading. Since founding the company in 2010, Mr. Barany quickly grew ACS into a global leasing and trading platform. Prior to founding ACS, he served as Executive Vice President at AeroTurbine, a wholly-owned subsidiary of AerCap (NYSE:AER), where he was responsible for the trading and leasing platforms and also led all asset acquisition activities. Prior to this, he served as VP of Programs at AAR Corp (NYSE:AIR) where he was responsible for developing integrated supply chain programs. Mr. Barany currently serves on the Dell Children’s Medical Center Foundation Board of Trustees. He received a B.A. degree in Political Science from Michigan State University and resides in Austin, Texas with his wife and two daughters.
Helene Belisle has been Executive Director of the Arthritis National Research Foundation since 1996, helping guide the organization to its current focus funding arthritis research grants nationwide. Ms. Belisle joined ANRF after four years in fundraising for a Long Beach, CA non-profit organization. For many years prior to entering the non-profit field, Ms. Belisle was a marketing executive for a real estate investment firm. Born on the East coast but now considering herself a California native, Ms. Belisle met her husband and earned a degree in Journalism from the University of Wyoming. She and her husband of 37 years raised their family in Southern California.
“It is a joy to work with such a dedicated board of directors who have developed the Arthritis National Research Foundation into a recognized and respected organization committed to funding the brightest scientists with the best prospects for helping the victims of these debilitating diseases,” says Belisle. “When I saw how juvenile arthritis robbed my little cousin of her childhood, I knew I wanted to do something so that others would not have to suffer as she did. Research holds the key to a better life for millions in our country who face each day in pain.”
Christian Braemer's background spans the entrepreneurial, social venture, financial services, non-profit, sales, hospitality, and military sectors. Prior to co-founding Benefunder, Christian started Joe Media, one of the first national, free WiFi networks which later merged with OpenEye Global, a leading digital out-of-home agency. Before that, Christian was a financial advisor with one of the largest firms in the US while also volunteering his time as President of the Swedish American Chamber, co-founding Hunger at Home, and sitting as Entrepreneur-in-Residence with Connect. Christian was a sergeant/section commander with the Danish Army's 1st Infantry Division where he was elected vice national spokesman for enlisted personnel.
Brody J. Browe is Senior Vice President of Investment Management at FS Investments. He leads the firm’s institutional group and is a key member of FS Investments’ investment team. As part of the investment team, he collaborates with the management and fund development teams to ensure the firm’s investment offerings are aligned with the interests of institutional advisors and their clients.
Before joining FS Investments, Mr. Browe served as Managing Director at Stark Investments, a $14 billion global alternative investment firm, where he was a member of the investment team for its direct lending strategy. Prior to this role, he spent nine years as Executive Director at Morgan Stanley Investment Management. During his last five years at Morgan Stanley, he served on the portfolio team in its alternative investments division, where he worked on a number of investment strategies including credit funds, multi-strategy funds and equity long/short funds.
Mr. Browe is a Chartered Alternative Investment Analyst (CAIA) and holds Series 7 and 63 licenses. He has a BA in Economics from Miami University.
Bob Champion is the Founder, CEO and Managing Partner of Champion Real Estate Company, a family office that specializes in real estate investment with multiple business strategies currently being executed via the company’s platform. Under Bob’s leadership, the Champion platform has generated in excess of a 20 annual return (XIRR) to its investors over the past 20-years.
Bob has a Master's of Real Estate Development from the University of Southern California where he also taught real estate investment, development, and urban planning for over 16 years. He has also taught at the graduate level at UCLA, ICSC University and the CRA University. He is an expert in multifamily, shopping centers, vertical retailing, public-private partnerships and mixed-use development with retail, residential, office and entertainment components.
Bob is a nationally recognized speaker at real estate industry events and has published numerous articles on real estate, the economy and public policy. He has developed and invested in all of the major real estate product types and has completed over $1 billion in transactions.
Bob is an aficionado of great wine, especially cult cabs. He also enjoys golf, beach paddle tennis, spending time with his family, and is lucky enough to work with his two sons (Parker and Garrett) who are partners at Champion with him.
Additional Disclosure: In addition to Bob Champion being a renowned expert in real estate investment and development, the Champion Family is a Lido client.
As Senior Director Investment Management, Geoff is responsible for all business growth in the western region and strategic positioning in the Wealth Management and Registered Investment Advisor segments. Geoff is a veteran sales leader with a proven track record of success in sales in the financial sector, having spent over 15 years at Advent where he held senior sales management roles.
Geoff has an eye for identifying complex problems and offering simplified solutions, making him a great asset to the market that he serves. Geoff is well-respected in the industry and among his customers for his deep understanding of the dynamic financial sector and his intense focus on making customers successful. He has built and managed sales teams of various sizes and geographies and brought numerous new products to market.
Larry’s 20-year private equity career includes tenures in banking, VC, running an energy investment firm as CEO and as GP of a real estate fund with one of the largest family offices in the US.
Mr. Covert holds a BA in Psychology from the University of Alabama, a Master in Business Administration from Rollins College. Mr. Covert is a former Advisory Council Member of the University of Texas Medical School, Brown Foundation Institute of Molecular Medicine, is an Advisor to the Chertoff Group, and is frequently a panelist and keynote speaker throughout the US on topics related to private investing.
Andy Dean is a CNN Political Commentator and Former President of Donald Trump’s Television Company (Trump Productions LLC).
During his Senior Year at Harvard University, Dean was selected to be on NBC’s “The Apprentice.” Over 20 Million people watched “The Apprentice” finale, and after being fired on TV at the end of the season, Donald Trump re-hired Dean to work for him personally right after the show ended.
Dean worked directly for Donald Trump for 7 years, and as the President of Donald Trump’s TV Production Company, Dean and Trump co-created several hit TV shows together.
Dean can be seen regularly on CNN’s 'Anderson Cooper 360' and CNN Tonight with Don Lemon. Dean was the first person on CNN to endorse Donald Trump on-air in June 2015 – right after the announcement of Trump’s campaign for the Presidency. Dean traveled to every Primary and General Election Debate, and he would meet with Trump before and after every debate. Dean is a former United States National Debate Champion in Commentary Speaking.
Dean most recently hosted a nationally syndicated radio program for Premiere Radio Networks, entitled ‘America Now with Andy Dean' that has a weekly radio audience of over 1.5 Million listeners. Dean’s radio show was ranked in the top 10 in the United States, and it aired in over 130 cities. Dean was part of the ‘Big 4’ Premiere Radio syndication block with Glenn Beck, Rush Limbaugh, and Sean Hannity.
He has been a guest on NBC’s Today Show, CNBC’s Power Lunch, HBO’s Real Time with Bill Maher, and he can be seen regularly on CNN.
After experiencing the loss of her parents within six weeks of each other, Dr. Carolyn Friend took on the responsibility of divvying up their possessions among close family members. It wasn’t until this experience that she realized the greatest family possession was her parents’ wisdom. Her insight: this alone is what builds the foundation for many family’s legacies. She felt that the discipline and accountability within families is where many legacies break down. As a co-creator of Inheriting Wisdom, Dr. Friend is dedicated to helping families identify their pain points in a strategic and structured manner, work through their road blocks and get everyone back to business even sooner
Dr. Friend is a clinical psychologist, former teacher, national presenter and a local community leader, most notably for the Leadership Circle for the Chicago Chapter of Ellevate (formerly 85 Broads). She also has a Certificate in Family Business Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.
Amy M. Grossman is vice president at Fidelity Charitable®, an independent public charity that has helped donors support more than 220,000 nonprofit organizations with over $25 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Ms. Grossman was a Managing Director in the private banking division at Credit Suisse where she held various leadership roles including head of the Corporate and Executive Services Group, which specialized in diversification strategies for holders of concentrated equity positions. Before that she was vice president and restricted stock specialist at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.
Ms. Grossman’s strength is providing strategic advice on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events.
Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.
Adam is a fifth-generation member of the Rockefeller family and grandson of David Rockefeller. Having grown up in a family with philanthropy in its DNA, both board service and direct giving have been a part of his life since an early age. Through his philanthropic activities and as President of his family’s generational association, Adam has experienced first-hand how the practices of philanthropy and intentional family connection are powerful tools not only for change in the world, but also for personal expansion and interpersonal growth.
In addition to his board service with the Rockefeller Family Fund, the David Rockefeller Fund, and the Growald Family Fund, Adam’s professional experience includes work in management consulting with Bain & Company, in brand strategy and design with Lippincott, and as an independent strategy, innovation and transformation advisor. He integrates logic and intuition, head and heart, to help individuals and organizations expand beyond limiting paradigms and achieve extraordinary alignment and success. As a speaker, Adam engages audiences on topics ranging from evolutionary philanthropy and interpersonal connection to finding wonder and meaning in all aspects of life. A philosopher both at heart and by training—he has a degree in philosophy from Princeton University—Adam is a human potential optimist, and is currently writing a book about inner technology for an extroverted age.
Sherri Haskell, CannaAngels LLC Founder & CEO, is an entrepreneur and financial industry trailblazer who has excelled as a Registered Investment Advisor, stockbroker and funds manager. Throughout her career Ms. Haskell has earned 3 SEC securities licenses (series 7, 63 and 65), won top performer recognition in multiple capacities, launched her own hedge fund and financial services company Capital Dynamics LLC, and raised over $150 million in capital. Her far-reaching financial, securities, and marketing acumen have been integral to the launch and fulfillment of dozens of private equity funds.
Ms. Haskell founded CannaAngels LLC after witnessing first-hand the innovation and eclecticism among cannabis startups. An alternative investment leader, she understands how to vet companies, structure deals, raise capital, and establish trust. As cannabis transitions from the underground to the mainstream, Ms. Haskell and her accomplished team are poised to bring a unique blend of investment intelligence, technical savvy, and steadfast integrity to this burgeoning industry.
Ms. Haskell, based in Sausalito, CA is actively involved in multiple community organizations including over sixteen years as a mentor with Big Brothers, Big Sisters. She is a passionate equestrian who has won competitive ribbons and ridden in eleven countries.
Robert S. Hicks is a Partner at Capstar Partners.
Mr. Hicks is responsible for managing Capstar’s existing portfolio as well as evaluating new opportunities. Mr. Hicks currently serves on the Board of Directors of Elite Dental Partners and Fox Services, and is a board observer for Andrew Harper, and Greenstream International. Mr. Hicks also oversees Capstar’s real estate portfolio, which includes a residential development in Big Sky, Montana consisting of 1,600 acres of land.
At Capstar, Mr. Hicks served on the board, helped build and oversee, and ultimately served as the shareholder representative in the sale of: Harden Healthcare’s home health and hospice business (sold to Gentiva Health Services (NASDAQ: GTIV) in 2013 for $408 million, DMX, Inc. (sold to Mood Media (TSX: MM) in 2012 for $87 million), CPO Commerce (sold to United Stationers (NASDAQ: USTR) in 2014 for $42 million), and Harden Healthcare's long-term care business (sold to Senior Care Centers in 2015 for $45 million). Robert also manages Capstar’s investment in Kendra Scott Design and Capstar Aviation.
Before joining Capstar Partners, Hicks co-founded and ran the finance department for CPO Commerce, an e-commerce company partnering with manufacturers to sell pre-owned consumer products. Prior to co-founding CPO Commerce, Hicks served as Director of Business Development & Analysis for CLICK Radio, a start-up venture providing digital music services. Hicks began his career as an investment banking analyst in the Media & Telecom Group of Credit Suisse in New York.
Robert received his MBA from the Stanford Graduate School of Business and graduated magna cum laude from Vanderbilt University with a double major in Mathematics and Economics. Hicks is a chartered financial analyst and a member of the CFA Institute.
Mr. Hicks has been a member of the Austin Chapter of the Young President's Organization (YPO) since 2009. In 2011, Hicks was appointed to the Texas Emerging Technology Fund Advisory Committee by then Governor Rick Perry. Robert lives in Austin, Texas with his wife and three children.
Born in Hattiesburg, Mississippi, Jennifer Howell landed in Los Angeles shortly after graduating from Emerson College. She has since become an inspiration to tens of thousands of artists, individuals of need, and set a new precedent for social responsibility within the entertainment community.
A self-proclaimed accidental philanthropist, Jennifer had a movie career in mind before fate dealt her a different hand. After a close friend was diagnosed with Leukemia, and she experienced first-hand the loneliness children were forced to suffer in hospital, Jennifer began volunteering at The Children’s Hospital in Los Angeles with a group of friends, most of whom were artists.
After extensive hospital visits and seeing the healing and transformative power of art, Jennifer founded The Art of Elysium in the fall of 1997. What began as a group of friends with a mission to make sure no child goes through treatment alone, became a new way of looking at art and its capacity for social change. “I believe in the power of creativity. If you can teach a child to see a hospital room as a totally different world and allow them to create their own reality through the means of creative expression, then you have given them the gift of imagination and the true healing of art.”
Mr. Johnson is a Co-Founder and Managing Director of Pender Capital with over 14 years of experience in real estate acquisition, development, finance and asset management. Mr. Johnson is responsible for the firm’s overall management, capital formation, and financial strategy.He has founded three successful real estate funds which employed value add strategies through asset repositioning while maintaining risk adjusted returns to investors.
In 2012, Mr. Johnson co-founded Latitude Properties LLC, a vertically integrated real estate investment firm focused on the acquisition, rehabilitation, asset management, leasing, and disposition of distressed single family residences throughout Central and Southern California. Mr. Johnson successfully oversaw the successful acquisition and stabilization of Latitude’s portfolio.
In 2008, recognizing an opportunity to reposition assets in the greater Los Angeles residential market, Mr. Johnson co-founded and was Managing Partner of PaladarCapital Investments, LP and Montero Capital LLC, two funds specializing in the acquisition and repositioning of distressed single family residential assets. During his tenure at the helm of PaladarCapital Investments, LP and Montero Capital LLC, Mr. Johnson oversaw the acquisition of over $67,000,000 of distressed SFR’s with gross sales from disposition exceeding $88,000,000.
In 2006, Mr. Johnson served as Land Acquisition Manager for MDCH Holdings Inc. and was responsible for acquiring suitable development sites for the nation’s 9thlargest homebuilder. From 2002-2005, Mr. Johnson served as a Business Development Representative for Weyerhaeuser Mortgage Company, a GE Consumer Finance company. During his tenure at GE Consumer Finance, Mr. Johnson originated over $525 million in residential debt.
Mr. Johnson holds a BS in Economics from the University of California, Santa Barbara.
Richard Katz is involved in the real estate finance industry since 2003. Richard Katz has extensive experience in management, economic cycles, business development, real estate finance and residential and commercial real estate. Richard currently is a co-manager of the Hershiser Income Fund, LP (a bridge loan lender). Richard is also the founder and CEO of Katz Lending, Inc., a private real estate lender and broker of conventional mortgages since 2008 and a co-owner and President of Rodeo Capital, Inc., a servicer of private and conventional real estate loans located in Westwood, California. Since 2010, Richard has been involved in excess of $350,000,000 of private money loans.
Prior to entering the real estate field, Richard was the co-founder and CEO of a nationally recognized toner cartridge and inkjet manufacturer which he built from the ground-up into one of the largest independent producers in the country. In 1991, Richard graduated from Babson College in Wellesley, MA with a Bachelor of Science degree in Marketing, Economics and Entrepreneurship. Richard is a licensed California Real Estate Broker and holds as National Mortgage Licensing Service certification
Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was a Director and President of Carlyle GMS Finance; founded and was President and CEO of Churchill Financial; and served as Head of Leveraged Finance for Royal Bank of Canada as well as Head of Indosuez Capital—a leading middle market merchant banking and asset management business. Mr. Kencel also helped to found high yield finance businesses at both Chase Securities (now JP Morgan) and SBC Warburg (now UBS).
Mr. Kencel serves on the Board of Advisors and is an Adjunct Professor at the McDonough School of Business at Georgetown University. He earned his B.S. in Business Administration, magna cum laude, from Georgetown University and his J.D. from Northwestern University School of Law.
Kevin S. Kujawski is Menlo Equities CFO/COO and CEO/President of Menlo’s absolute return real estate platform. In addition to his role as head of Menlo Equities Absolute Return Fund, Kevin oversees the firm’s finance and accounting functions, and directs all capital markets activities, both debt and equity. He is also responsible for asset management, information technology systems and human resources.
Prior to joining Menlo, Kevin served as CFO of River Hospitality Management, where he oversaw finance, accounting and risk management for a luxury hotel portfolio. Prior to that role, he was Starwood Hotels and Resorts’ CFO for its Global Development Group, where he led the its financial efforts during its acquisition and integration of Le Méridien Hotels and Bliss Spas. Before joining Starwood, Mr. Kujawski served as the European CFO of NYSE-listed Action Performance Companies.
Mr. Kujawski is a CPA and served as audit manager in the mid-1990s for Arthur Andersen. He received his BS in Finance from Arizona State University and his MBA from the UCLA. He is a member of the American Institute of Certified Public Accountants.
Polina is a Senior Portfolio Manager and Co-Head of Emerging Market Debt at BlueBay. She has over 16 years’ investment experience and is responsible for the BlueBay long-only and alternative emerging market corporate bond portfolios. Polina joined BlueBay in July 2005 from UBS where she worked as a credit analyst in EMEA corporate research. Her role involved secondary coverage of CEEMEA issuers and research support for primary issuance of select corporates. Prior to this, Polina was with Alliance Capital where she started as an emerging markets equity analyst and then moved on to pioneer emerging markets quantitative research at the firm. Polina holds an MSc (Hons) in Finance from the People’s Friendship University of Russia, Moscow and is a CFA charterholder.
Greg has provided financial consulting services for a variety of high net-worth individual clients for over thirty years. In 1999, he founded Lido Advisors, LLC, a Registered Investment Adviser, to provide objective and personal financial solutions, multigenerational planning, and to act as the “Chief Investment Officer” for ultra-high net-worth investors and family offices. In addition to managing the firm, Greg’s responsibilities
also include managing client relationships including all aspect of management of their wealth.
Timothy Lappen has practiced law for over four decades, the past thirty-two years at the Jeffer Mangels Butler & Mitchell law firm, where he is the Founder and Chairman of both The Family Office Group and The Luxury Home Group and is a member of his firm’s Global Hospitality Group, Corporate Department, Real Estate Department and Motor Vehicle Group. Tim specializes in representing clients around the country and abroad, especially Family Offices, parties involved with high-end homes and projects involving general business, real estate and most other areas of the law – virtually every legal need of such clients anywhere. A pioneer in the field, he conceived and implemented the first (and apparently the only) full-service Family Office-focused practice in a major law firm anywhere in the world and also the first (and apparently the only) practice group which specializes in every aspect of Luxury Residential Real Estate -- the purchase, sale, leasing, development, remodeling, lending, land-use and zoning, construction defect and other litigation and even the operation (labor and employment, entity formation, tax advice and the like) of these special properties. His work involves myriad family office matters, general business, real estate, entertainment, hospitality, intellectual property, tax, labor, litigation, land use and more. He also represents entertainers, athletes and other very successful clients with regard to the entire spectrum of projects, including estate planning, pre- and post-nuptial agreements, philanthropic and general business advice.
Tim is a founding member of the UCLA Anderson School of Management Steinbeck Family Business Seminar and also is a board member of The USC Marshall School of Business Family Business Program. His community efforts currently or formerly involve innumerable commitments, including a continuous formal relationship with the Los Angeles Regional Food Bank since 1988 (currently on the Emeritus Committee), a former Presidency of the UCLA Law School Alumni Trustees, a member of Los Angeles County District Attorney Gil Garcetti’s Advisory Board, board membership of D.A.R.E. and board membership of the Center for Childhood (currently as Board president). An avid automotive and motorcycle enthusiast, Tim also the Fine Autos Editor for Haute Living, Haute Time and Haute Residence magazines and Haute Auto online and a member of the Petersen Automotive Museum’s Checkered Flag 200.
Marc Leh is a Shareholder in Polsinelli’s Los Angeles office. During each legal transaction, Marc remains intensely focused on the client’s business goals. Marc works on a wide variety of business transactions and brings more than 25 years of corporate and transactional experience to each client engagement. With a calm demeanor and the ability to listen and ask intuitive questions, he is uniquely suited to handle complex and sensitive corporate matters and bring them to a successful conclusion. Marc enjoys working with a wide variety of clients, from Fortune 100 corporations, to wealthy families and individuals, to small family-run businesses.
Marc has been involved in more than 250 M&A transactions, ranging in size from $10 million to more than $1 billion, with principal responsibility in most of these transactions. These transactions have ranged from very complex, multi-party and multi-jurisdictional matters involving large teams of attorneys working in various countries around the world, to more straight forward transactions entirely located in the Southern California area. He routinely assisted clients with private equity and venture capital transactions, equity and debt financings, and strategic alliance and joint venture transactions. Marc enjoys getting to know the client’s business, which in turn helps him to address the needs of that client. A principal focus of his practice has been providing clients with general outside counsel representation.
Ms. Marino is a 27-year lawyer and a State Bar of California Certified Criminal Law Specialist. Her practice focuses on white collar and complex criminal litigation on both a national and international level. Ms. Marino regularly represents individuals in matters involving allegations of all aspects of fraud, including, wire and mail fraud, health care fraud, insurance, and bank fraud, as well as allegations of money laundering, conspiracy, computer crimes, bribery, and kickbacks, counterfeiting and copyright infringement, tax crimes, securities cases, antitrust matters, and public corruption investigations including FCPA violations. Ms. Marino also represents both foreign nationals and U.S. citizens in matters involving extradition and related Interpol notices. Ms. Marino’s ability to communicate persuasively with all government agencies at every level on behalf of her client has served her client’s interests for nearly three decades, and is only matched by her skills as an effective and aggressive litigator.
Ms. Marino is the current Director of Continuing Legal Education for the Criminal Justice Section (CJS) of the American Bar Association (ABA) and the chairperson of the Women in White Collar Committee. Previously, Ms. Marino served by appointment on the CJS Council of the ABA for six years. Ms. Marino is also the current chair of the Criminal Justice Section of Women Lawyers of Los Angeles. In 2011 and again in 2015, the Judges of the Central District of California selected Ms. Marino to serve on the Standing Committee on Attorney Discipline, and she was selected by the Court for a second term to serve as a lawyer representative to the Ninth Circuit as a liaison between the bench and the bar.
Ms. Marino is a regular speaker and author on topics relating to the practice of criminal law. Most recently, Ms. Marino published “Wanted by Interpol” and “The Accidental Defendant”, and addressed CPAs and other financial professionals in Los Angeles at the IIA-ACFE Fall Fraud Conference in a program entitled: “Advising Corporate Clients on International Criminal & Regulatory Investigations.” Ms. Marino is also a regular speaker at both the National and International Institutes on White Collar Crime.
Ms. Marino is a native New Yorker, transplanted in LA, with residence in Miami and London along the way.
In 2016, the Los Angeles Daily Journal recognized Ms. Marino as one of the top 100 women lawyers in California. In 2015, the Los Angeles Business Journal recognized Ms. Marino by one of the most influential lawyers in the field of white collar and cybercrime in Los Angeles. Since 2004, Ms. Marino has been voted by her peers as a Southern California Super Lawyer and a Top Woman Lawyer.
Jeff provides high-level consultation through all service divisions of our 725-member firm.
Jeff has personally designed protective security strategies and supervised high-level protective operations and logistical support for high-risk situations for more than 25 years. He has managed hundreds of protective security programs for the world’s most prominent people, in diverse environments.
Jeff is co-author of Just 2 Seconds: Using Time and Space to Defeat Assassins. The book is based upon the study of more than 1,400 attacks and incidents involving public figures.
He has written many articles and white papers about public figure security and received the American Society of Business Publications National Award for his article Can a Determined Assassin be Stopped? (published in Security Management Magazine). He authored Baby Wrangling: When Your Principal is a Child (published in Tactical Response and Security Magazine). Jeff has contributed subject matter expertise to Forbes, Parade, and Los Angeles Magazines.
Jeff is a partner in the firm and has been with GDBA since 1995.
Larry Merchant, a former sports columnist with the Philadelphia Daily News and the New York Post, and a general columnist with the Los Angeles Herald Examiner, joined HBO Sports in 1978 as an expert analyst. Well-regarded for his no-hype style and his dramatic overviews of the fight scene, Merchant has covered a majority of the top boxing events of recent decades, including Sugar Ray Leonard vs. Thomas Hearns, Alexis Arguello vs. Aaron Pryor, Michael Spinks vs. Larry Holmes, Marvin Hagler vs. Sugar Ray Leonard, Mike Tyson vs. Michael Spinks, Oscar De La Hoya vs. Felix Trinidad, De La Hoya vs. Floyd Mayweather, Jermain Taylor vs. Bernard Hopkins and De La Hoya vs. Manny Pacquiao. Merchant’s primary role was to offer pre- and post-fight analysis and between-round commentary, as well as conduct post-fight interviews.
Larry served as special analyst for HBO Sports’ presentations of “World Championship Boxing” and “HBO Pay-Per-View,” and has covered many of the world’s top boxing events. Although he is no longer ringside with HBO, Larry is far from retired from covering boxing. He currently provides analysis and live-color commentary for Top Rank Boxing as well as for Golden Boy Promotions.
Larry is the author of three books—The National Football Lottery, Ringside Seat at the Circus, and … and Everyday You Take Another Bite. He also wrote the scripts for a number of HBO Sports specials, including “The Not-So-Great Moments in Sports” and “Son of the Not-So-Great Moments in Sports.” He also served as writer for the Emmy-Award-winning HBO documentary series “Legendary Nights.” Brooklyn born and Bronx raised, Larry is a product of the University of Oklahoma. In May 1985, Merchant received the prestigious Sam Taub Memorial Award for Excellence in Boxing Broadcast Journalism, presented by the Boxing Writers Association of America, for his commentary and analysis on HBO’s “World Championship Boxing” presentations. In October, 2002, he was inducted into the World Boxing Hall of Fame in Los Angeles. In June of 2007, the BWAA honored him with the James J. Walker Award for long and meritorious service. In June of 2009, Merchant joined a distinguished class of new inductees into the International Boxing Hall of Fame in upstate, New York.
Clinton is a marketing leader who is passionate about mobilizing people around cause based action. He is currently helping lead the marketing and partnerships for The Recording Academy (The GRAMMYs).
Prior to The GRAMMYs, Misamore worked for the Milken Institute where he developed and executed strategic initiatives in emerging markets, most notably the Access to Global Capital Initiative and Africa Program, and GlobalGiving, where he was involved in advancing the organization’s business development efforts in 15 international markets.
Beyond his corporate experience, Misamore serves as the Head of Los Angeles for Nexus Youth Summit –— the largest organization representing the intersection of next generation wealth and philanthropy globally. He has co-founded three philanthropic organizations – Y-Generation Against Poverty, Sanejo and Startup Impact Day, collectively impacting over 150k beneficiaries in 7 countries and on 3 continents. Additionally, he serves on the committee for TEDxLA and A Human Gathering and actively advises and supports a number of non-profit organizations.
He earned a B.S. in Hospitality Management from Purdue University, and a M.A in International Relations from The Maxwell School - Syracuse University, where he was also was awarded a Certificate Of Advanced Studies In Civil Society Organizations.
Mr. Murphy is a Co-Founder and Managing Director of Originations at Pender Capital. He brings over 13 years of experience in both commercial real estate finance and capital markets.
Prior to joining Pender, Mr. Murphy served as Managing Director/ Senior Vice President for Liberty SBF, a commercial finance company based in Philadelphia, where he was responsible for establishing Liberty’s Western Regional HQ in Los Angeles and directed West Coast originations and operations. Mr. Murphy personally originated over $60 million of commercial loans during the first year of operations on the West Coast.
In 2008, Mr. Murphy joined Silver Point Capital, LP in New York, a Goldman Sachs partner fund, where he was responsible for commercial real estate loan originations and insurance-linked securities trading. During his tenure at Silver Point, Mr. Murphy traded more than $500 million in distressed commercial real estate debt, insurance-linked securities, and assets in the capital markets.
From 2004 to 2008, Mr. Murphy served as Senior Vice President/Division Director of Velocity Commercial Capital. During his tenure at Velocity, Mr. Murphy was the company’s highest grossing originator in each consecutive year, responsible for more than $300 million in originations.
John is the President and Chief Investment Officer of Rincon Advisors. Previously, John worked at Summit Rock Advisors, an outsourced CIO firm, where he managed the firm’s private equity, real estate, and natural resources portfolios, and served on the Operating and Investment Committees. At the time of his departure, Summit Rock had approximately $8 billion in assets under management.
Prior to joining Summit Rock, John worked in the Investment Division of the Stanford Management Company ("SMC"), where he was one of two senior professionals managing over $4 billion in real estate and natural resources investments. Before joining SMC, John worked in the Mergers and Acquisitions and Debt Capital Markets groups in the Investment Banking Division at Lehman Brothers, Inc.
John holds a B.A. from the University of California Los Angeles, cum laude and Phi Beta Kappa with College Honors, and an M.B.A. from The Wharton School at The University of Pennsylvania.
Jason joined Lido Advisors, LLC in 2009 and has over 15 years of investment experience. He is Co-Chairman of the Firm’s investment committee and is responsible for management of the Firm’s Hedged Hybrid strategy. Jason provides strategic direction for our clients’ portfolios based on his due diligence and asset allocation modeling.
George Papaconstantinou served as Minister of Finance of the Hellenic Republic from 2009 to 2011 and subsequently as Minister of Environment, Energy and Climate Change. He is an accomplished professional who has served government at the highest level. His political experience is matched by technical expertise in economics, finance, energy, environment, technology and sustainable growth issues, gained in international organizations and academia. He has a solid academic background, an international outlook, an in-depth knowledge of European and global policy issues, excellent communication skills, an ability to motivate people, manage successfully large and diverse teams of professionals and engineer change in complex organizations. He is currently working in an advisory capacity as Founder and Chairman of GSP Advisory, and has recently published Game Over: The Inside Story of the Greek Crisis. He works in English, French and Greek.
George Papaconstantinou was born in Athens in 1961, graduated from high school in 1980 (Athens College) and studied in the UK and the US. He obtained a B.Sc. in Economics from the London School of Economics in 1983, an M.A. in Economics from New York University in 1985, and subsequently a Ph.D in Economics from the London School of Economics. His dissertation title was "Research Spillovers, International Competition and Economic Performance".
He worked for 10 years as an economist at the Organization for Economic Cooperation and Development (OECD). As a Senior Economist at the Directorate for Science, Technology and Innovation of the OECD he managed projects, participated in Committees and drafted numerous reports on the impact of new technologies on productivity, growth and employment, the evaluation of technology and industry policies of OECD Member countries, as well as on the economic analysis of structural change and international competitiveness, including developing indicators and benchmarking for international comparisons.
Upon his return to Greece in 1998, he was appointed Advisor to Prime Minister Costas Simitis, and was subsequently named Secretary for the Information Society (2000-02) at the Ministry of Economy and Finance, with responsibility for managing a 2.8 billion Euro Operational Program for the Information Society funded in the context by the EU Structural 2 Funds. He subsequently served as Senior Advisor to the Minister of Economy and Finance (2002-04), responsible for the coordination of the “Lisbon agenda” of structural reforms in the context of the 2003 Greek Presidency of the European Union. During this period, he also held a number of other positions: he was a Member of the Greek Council of Economic Advisors, advising the Minister of Economy and Finance on macroeconomic and structural policy issues; headed the Greek Delegation to the Economic Policy Committee of the EU; and was a Board member of OTE S.A., the largest telecommunications company in Greece.
Between 2004 and 2007, George Papaconstantinou acted as economic advisor to the then opposition leader George Papandreou, while serving as a Board Member of the Institute for Strategic and Development Studies (ISTAME), one of Greece’s leading think-tanks. He taught economics at undergraduate and graduate level at the Athens University of Economics and Business. At the same time, he worked as a consultant for the European Commission, drafting reports for Working Groups set up in order to promote the role of foundations and universities in boosting R&D investment.
In 2007, he was elected to the Greek Parliament, representing the Prefecture of Kozani in the north-west of Greece and was subsequently appointed Spokesman for PASOK. In 2009 he headed the party list in the June 2009 elections for the European Parliament. As a Member of the European Parliament, he participated in the Economic and Monetary Affairs and the Agriculture and Rural Development Committees. He resigned as an MEP in October 2009 upon being appointed Finance Minister in the government formed by George Papandreou following the national elections.
George Papaconstantinou served as Greece’s Minister of Finance from October 2009 to June 2011. He negotiated the 110 billion Euro loan agreement for Greece with the EU, the IMF and the ECB, together with the associated framework for economic and financial policies. During his tenure, he completely overhauled the budget process, instituting a medium-term fiscal framework with expenditure monitoring and assessment mechanisms, and an independent statistical authority; embarked on tax reform, with legislative and organizational changes to combat tax evasion; implemented a wide-ranging program of structural reforms in product, service and financial markets; and designed a large-scale and wide-ranging privatization strategy. When he left office, the public deficit was 6 percentage points of GDP lower than upon his appointment, Greece had recovered half the competitiveness lost since Eurozone entry and was named the OECD country with the fastest pace of structural reforms.
In June 2011, following a government reshuffle he was appointed Minister of Environment, Energy and Climate Change, with an overall responsibility for Greece’s sustainable growth strategy and policies, a post he kept in the government of Lucas Papademos until he handed 3 over to a caretaker Minister in May 2012 after national elections. In the field of environment, he revamped the waste management and recycling systems; helped implement a large number of water management projects co-funded by EU Structural Funds, and advanced the completion of land and urban planning. In energy, he brought legislation to liberalize the market; oversaw a large increase of Greece’s renewable energy capacity and presented a road map for energy policies to 2050; spearheaded ambitious renewable energy projects, such as Project Helios for exporting solar energy; pursued Greek participation in international gas routes; and brought forward the exploration of Greece’s hydrocarbon potential.
Since leaving office, George Papaconstantinou has been working in an advisory capacity. He is Founder and Chairman of GSP Advisory, a company assisting private firms, international organizations and think tanks on political, economic and financial issues as well as on evaluating investment projects in Greece. He has also given seminars at numerous universities in Europe and the US, as well as presentations in international conferences.
He is also the author of the best-selling book Game Over: The Inside Story of the Greek Crisis which was recently published in English and Greek and has been reviewed in, among others, the Financial Times, the Wall Street Journal and the Times Literary Supplement.
George Papaconstantinou is married to Dutch travel writer Jacoline Vinke and has two sons, Nicolas and Stefanos.
Joseph Penner is the founder of Hill Street. Between 2006 and 2009, Mr. Penner was also the Fund Manager for the Chesapeake family of funds at LMREI, formerly a subsidiary of Legg Mason. Together, HSR and the Chesapeake funds have acquired over $500 Million of real estate equity and debt investments.
These investments include a wide variety of real estate assets including multi-family, office, retail, hotels, and industrial. Value-add projects have included physical renovations, redevelopments, entitlements and permitting, financial re-engineering and management efficiencies.
Prior to Hill Street Realty, Mr. Penner was a Director at The Capital Corporation of America (“CCA”), formerly known as Nomura Asset Capital Corporation. In 1994, Mr. Penner was recruited to open the branch office for CCA in Los Angeles and completed over $1.2 Billion of real estate transactions in the first two years. In 1997, Mr. Penner moved to Paris and developed the European expansion plan and business model for CCA’s real estate lending business. This included managing the analysis and bid process for the acquisition of a large bank being auctioned by the French government.
Mr. Penner has been in the real estate business since 1990, working with various real estate opportunity and investment funds such as Starwood Capital, The Signature Group and JRK Investments. During that time, Mr. Penner has performed numerous functions in the real estate business including management and leasing, acquisitions and dispositions, analysis and computer modeling, and fundraising, financing and structuring. In the early 1990’s Mr. Penner was focused on acquiring distressed assets and loan workouts from the RTC and FDIC. From 1984 to 1990, Mr. Penner was a vice president at Citicorp in the securities group of the international private bank.
Blair J. Portigal is a Principal and the Senior Managing Director of Artemis Realty Capital, LLC. Mr. Portigal is primarily responsible for the Fund's portfolio composition, risk management, financial structuring, and overseeing and managing the investment sourcing, negotiation and underwriting process for the Manager. Mr. Portigal brings broad professional experience across multiple disciplines, including lending, mortgage banking, property development and asset management. Mr. Portigal has developed long-standing relationships with owner/developers, operating members, professional firms, lending institutions and the investment community in the southwestern, United States.
Since 1986, Mr. Portigal has been actively engaged in the real estate lending industry in the southwest (primarily commercial real estate lending) for private funds. During this time, through several private investment funds controlled or managed by Mr. Portigal, Mr. Portigal has originated, underwritten and overseen funding of over US$600 million in mortgages and related debt and equity investments.
Paul Rahimian is a third-generation developer and general contractor, and has developed over $350MM in commercial and residential projects throughout Southern California. Over the course of his career, he has helped develop retail strip centers, condominiums, apartment buildings, custom homes, office buildings, horizontal land development, and mixed-use projects. Paul has also worked as a General Contractor building major governmental projects, including colleges, schools, police departments, jailhouses, community centers, and hospitals. Now, as a construction lender, Paul’s past work as a developer and general contractor enables him to work as a team with the borrower and the contractor to successfully execute each project.
Albert Richards is a 20-year veteran of the financial services industry. Before starting Alambic Investment Management, he perfected the art of tearing apart financial statements to find value and opportunity. As a sell-side analyst and head of research within two large global investment banks, Bert became adept at identifying and quantifying the key drivers of equity valuation and company quality as well as the behavioral pitfalls that create market opportunities.
As Alambic’s primary strategy architect, Bert brings his insight in equity research to the development of innovative stock selection models and his management expertise to the leadership of the firm.
Prior to becoming a founding partner of Alambic, Bert was Managing Director and Head of European Equity Research (1994-2000) for Citigroup/Salomon Brothers, European Internet and Global Technology strategist (2000-2003) and Small and Mid-Cap strategist (2003-2006). From 1986 to 1994 Mr. Richards worked in equity research for Credit Suisse First Boston in New York and London.
Mr. Richards received his B.S. in Chemical Engineering from Iowa State University in 1981, an M.S. in Chemical Engineering from MIT in 1983, a Ph.D. degree in Chemical Engineering from MIT in 1986, and an M.B.A. from the Sloan School of Management (MIT), also in 1986.
Justin Rockefeller is Global Director of Family Offices and Foundations at Addepar. Addepar serves, pro bono, as the transaction-level data platform for The ImPact, a social enterprise Justin cofounded to increase the probability and pace of solving social problems by improving the flow of capital to businesses creating measurable social impact.
Since 2009, Justin has served on the board and the investment and audit committees of Rockefeller Brothers Fund; he helped steer the private foundation towards mission-aligned investing of its endowment. He also serves on the boards of Japan Society and The ImPact.
He is a “TEDster,” an Americas Business Council Foundation Fellow, and speaks occasionally about impact investing, family offices, and technology, including at the WEF at Davos, Milken Institute, etc.
Maier N. Rosenberg, CPA, GCMA, is a partner with CohnReznick. He has more than 30 years of experience providing business advisory, accounting, and auditing services to privately held and public companies in the emerging and middle markets. He has worked with clients in a variety of industries, including financial services, manufacturing, distribution, and professional services. Maier leads the efforts of our Firm’s Financial Services Industry Practice in Southern California. Additionally, Maier leads the efforts for the Firm’s Manufacturing and Distribution Industry Practice in Southern California.
Maier was recently named one of the Valley’s Most Trusted Advisors by the San Fernando Valley Business Journal. He has extensive business consulting experience and has guided many of his clients through debt financings, acquisitions, and divestitures and has provided assistance with operational and manufacturing process improvements. Maier has also developed and conducted professional development courses in the accounting and audit methodology fields. In addition to holding CPA certification, Maier also earned the Chartered Global Management Accountant (GCMA) designation, a worldwide standard of professional excellence in management accounting, from the American Institute of Certified Public Accountants.
Maier is active in the community and currently serves as audit committee chair for The Rape Foundation and is a former member of the executive committee for the Pacific Southwest Region of Conservative Judaism. Previously, he served as president of both the Big Sisters of Los Angeles and Temple Aliyah.
Prior to joining the Firm, he served as Chief Operating Officer of a middle market manufacturing company for five years. Prior to that position, he was the regional managing partner of a national public accounting firm and partner- in-charge of the local office’s Commercial Industry Practice.
University of Illinois, Chicago: Bachelor of Science, Accounting
Big Sisters of Los Angeles, Past President
Pacific Southwest Region of Conservative Judaism, Executive Committee
Temple Aliyah, Past President
The Rape Foundation, Audit Committee Chair
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Michael Salvay, CFA, is a managing principal at Payden & Rygel. He is a member of the firm’s Investment Policy Committee and serves as senior portfolio manager advising public pension plans, endowments and universities and corporations. He directs the core bond architecture group and has extensive experience in developing customized mandates for active and passive index replication portfolios as well as hedging programs. Salvay is also a trustee of The Payden & Rygel Investment Group, the sponsor of the Paydenfunds, for which Payden & Rygel is the investment advisor.
Prior to joining Payden & Rygel, Salvay was a senior portfolio manager at Dewey Square Investors in Boston, where he specialized in mortgage-backed securities and duration immunization strategies.
Michael Salvay holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He earned an MBA from the Amos Tuck School at Dartmouth College and a BA in Economics from the University of California, San Diego.
Gina Sanchez is the founder and chairwoman of Chantico Global, LLC as well as a contributor and guest host for CNBC. At RGE, Ms. Sanchez was the director of equity and asset allocation for Roubini Global Economics. Prior to joining RGE, Ms. Sanchez spent four years as an institutional asset manager, serving at the California Endowment, a US $3 billion Los Angeles-based foundation, as managing director of public investments and at the Ford Foundation, a US $10 billion New York-based foundation, as director of public investments. In both roles, she was responsible for making asset allocation and manager selection recommendations for all external public managers, including both total return and absolute return strategies. In addition, she was a portfolio manager and strategist for eight years at American Century Investment Management in Mountain View, Calif. She also worked in Emerging Markets Research at JP Morgan in New York. She is frequently quoted in the media and was a recipient of Institutional Investor’s 2009 Foundations and Endowments Rising Stars Award. She holds a bachelor’s degree in economics from Harvard and a master’s in international policy studies from Stanford.
David Silver is CEO of Silver Public Relations, a litigation and crisis public relations firm based in Century City. When 60 Minutes, The New York Times or The Wall Street Journal calls with penetrating questions and accusations or when a corporation is involved in a lawsuit, he defends his global client base of wealthy executives, their corporations, boards of directors and their families in the court of public opinion.
A graduate of UCLA and USC, he studied leadership and crisis management in the EMBA program at The Drucker School of Management at Claremont Graduate University and is getting a Masters of Law from Washington University in St. Louis, a top-20 School of Law.
The author of a new book, "Managing Corporate Communications in the Age of Restructuring, Crisis and Litigation: Revisiting Groupthink in the Boardroom," he speaks on these topics to high-net worth executives and individuals in the United States, Latin America, China and Europe. He has been profiled as the crisis expert on the Leaders and Success page of Investor's Business Daily and gives close to 75 speeches a year to CEOs and general counsel.
Timothy Speiss, CPA, is the Partner-in-Charge of the firm’s Personal Wealth Advisors Group and Vice President of EisnerAmper Wealth Planning LLC. Tim is co-chair of the New York office tax practice. He chairs the firm’s Asia practice and Legislation Monitoring Groups. He is a member of the firm’s Executive Committee, the Tax Practice Policy Committee and the community service group, EisnerAmperCares. Tim has more than 30 years of experience in providing comprehensive tax planning and related investment, compensation, and financial planning services to senior executives and board members of Fortune 100 publicly held companies, Forbes 400 families, and privately held businesses and owners including celebrities and owners of professional sports teams.
Tim is a registered Investment Advisor Representative (IAR); a Personal Financial Specialist credentialed by the AICPA, and is a licensed Certified Public Accountant in New York, New Jersey and Pennsylvania.
Tim is a frequent speaker and author on topics of tax and financial planning, executive compensation, charitable giving, and related matters. He has lectured in various university graduate programs and regularly provides commentary on tax and investment and legislative matters to television, radio, and print media, including CNBC, Bloomberg and Forbes.
Tim serves on the boards of, and regularly advises, numerous charitable and educational organizations and capital campaign initiatives. His involvement includes the Trustee, Finance and Development Committees of the Harlem Academy; Board Chair of the Abingdon Theatre Company; and the Corporate Development Committee of the Alliance for Lupus Research. Tim graduated from Widener University with a B.S. in Business and M.S. in Taxation.
Lockton Companies is the world’s largest privately owned insurance brokerage firm. We understand risk and help
clients from the large companies to emerging businesses and professionals protect their people, property, and
reputation. Our dedicated team of 6,000+ Associates become partners with our 50,000+ clients. Peerless in our
approach, advice, innovation and impact, we offer our clients unparalleled access to experts around the globe.
Lockton’s Signature Client Group is an elite service within Lockton Companies, which provides comprehensive,
strategic solutions to address the insurance needs of high-net-worth individuals and multi-generational families. Our
team of industry experts is committed to the highest standard of excellence, bringing an unsurpassed wealth of
knowledge, experience, and resources to the client relationship.
Paul Tanner is the founder and practice leader of Lockton’s Signature Client Group, the global market leader for
innovative risk management services for family office and high-net-worth individuals. He serves as a strategic risk
consultant for Lockton’s largest and most complex private clients.
Since joining Lockton in 2012, Paul has experienced double-digit annual growth while maintaining an industry-leading
98% client retention. He currently represents over $2.5 billion in residential property values.
In addition to delivering hands-on client service, Paul provides leadership and oversight for his brokerage and claims
teams to ensure all Signature Client Group clients receive an unparalleled level of service. A proven innovator, Paul
developed and implemented Lockton’s unique concierge claims service approach.
Paul was born and raised in Burbank, California and is actively involved in charities throughout the Los Angeles
community. He serves on Chubb’s Executive Round Table as a personal risk advisor.
Lawrence N. Taylor founded Christina in 1977 and serves as the President and Co-Manager of all investment vehicles at Christina. Mr. Taylor has acted as a sponsor for Warburg Pincus, DLJ RECP and Paine Webber. Mr. Taylor is credited with early efforts to revitalize Westwood Village, the introduction of high-rise residential development in North Century City, development of the Montana Avenue Shopping District in Santa Monica, and the revitalization of the South Beverly Hills retail-shopping district.
A graduate of the University of Southern California, with a degree in accounting and business administration, Mr. Taylor began his professional career as an accountant with Kenneth Leventhal & Company (now Ernst & Young) in Century City. Mr. Taylor prevailed in an action against Donald Sterling that was affirmed by the California Supreme Court and is now the definitive Statute of Frauds decision studied in leading real estate law programs across the country.
Preston Tsao is the Founder and Sole Managing Member of Metcircle Networking LLC, a family office networking group in New York, one of the largest in the US with over 160 global ultra high net worth members. In addition to Metcircle, he practiced law with Chadbourne & Parke, was a money manager with Schroders, operated a number of companies including a mining company and an airline and was a biotech investment banker.
He is a graduate of Princeton University AB 1967 and Columbia Law School JD 1970.
Karan is an experienced finance professional and investor with significant international experience. Karan spent over a decade in Asia as a senior executive with Goldman Sachs and Nomura. His career has him working in cities across the world including New York, San Francisco, Hong Kong, and Mumbai. He is an active private investor and advisor for a number of young companies around the world. His responsibilities at Casa Verde include deal sourcing, due diligence, investment structuring, and portfolio management.
Karan began his career with Goldman Sachs in the firm’s San Francisco office on the Equities desk. He moved to Hong Kong with the firm in 2005, before shifting to Mumbai in 2006 to help begin the firm’s first trading desk in India. Following Goldman, Karan moved to Nomura, Japan’s largest investment bank, to help establish their Indian Equities business. Over his seven year stint in India, Karan became very involved in the local startup community and co-founded MissMalini.com, one of the country’s most well known digital media and entertainment brands. He was also an early investor in Steadview, which is now one of the largest India dedicated hedge funds in the world. Following his time in India, Karan returned to Hong Kong as the Head of Asia-Ex Japan Sales Trading for Instinet (a Nomura company).
Karan is a Boston native and received his Bachelors of Administration from Babson College. He is an avid traveler, sports fan, and musician.
One of the NBA’s 50 all-time greatest players, Bill Walton shares his inspiring lessons learned through a brilliant career, his focus on teamwork and ability to overcome adversity. A basketball superstar and member of the Basketball Hall of Fame, Bill Walton made sports history playing for UCLA when he led the team to two NCAA championships and a record 88-game winning streak. Walton played under the famed tutelage of John Wooden, who coached "character" and "giving your best" first. Winning was never mentioned in the locker room—lessons that stuck with Walton throughout his career. After college, he played on NBA championship teams—the Portland Trail Blazers and the Boston Celtics—and has received innumerable awards, including citations for his humanitarian and leadership contributors. Mixing comic anecdotes with practical steps toward achievement, Walton inspires audiences to reach their goals through dedication, perseverance, flexibility and teamwork. An Emmy Award-winning basketball analyst formerly with ABC and ESPN, he currently is a television analyst for the Sacramento Kings. He has made cameo appearances in such iconic feature films as He’s Got Game and Ghostbustersand is the author of Nothing But Net and Back from the Dead(March 2016).
Mr. Wamsley has over 23 years of experience spanning the full spectrum of financial markets. Prior to joining Collins Capital, Mr. Wamsley was the founder and CIO of Phoenician Capital, LLC, where he specialized in alternative investment consulting to investment advisory firms and institutional clients. He has held leading roles at prominent investment consulting and advisory firms. He began his career at the Chicago Mercantile Exchange and the Chicago Board of Trade trading interest rate futures and options and earned his floor membership while working for BNP Paribas. Mr. Wamsley received his BBA in Finance from the Cox School of Business at Southern Methodist University.
With a multi-faceted background in speaking, coaching and counseling in environments ranging from Cook County Jail to exclusive global VIP forums, Dr. Jamie Weiner’s expertise and strategic approach to guiding people helped to develop Inheriting Wisdom’s ability to transcend any complication within a family’s dynamic. As a co-creator of Inheriting Wisdom, Dr. Weiner is focused on helping families garner meaningful communication between generations and provide solutions to sustaining wealth and strengthening family legacies. His ability to address dynamics across all walks of life brings the most tentative or disruptive personality types confidence, particularly when it comes to transitioning sensitive topics into high performance behavior.
Dr. Weiner is a clinical psychologist with over 40 years’ experience. In addition to his work with individuals and families, he successfully designed structured programs and systems to address the broad range of challenges people face, and is credited to delivering over 100 lectures and workshops. Among his other professional appointments, he serves on the Family Firm Institute’s (FFI) Global Board of Directors and sits as Editing Chair of the FFI Practitioner. Dr. Weiner also holds FFI’s Certificate in Family Business Advising and Family Wealth Advising and is the co-author of The Legacy Conversation: the missing gem in wealth planning.
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