at Lido Consulting, Inc. have found that today, more than ever, family
offices 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 luncheon meetings 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
The format for this meeting will consist of a networking reception which will lead into lunch. Following lunch, there will be one 30-minute presentation from our sponsor. We will end the luncheon with a family office directors peer-to-peer roundtable led by our founder, Greg Kushner and/or guest moderator. We hope you will be able to attend. Space is limited
so please RSVP as soon as possible to hold your slot. There is no
charge to attend. The meeting will adjourn no later than 2:00 pm.
Meetings are strictly confidential and by invitation only. No lists of
attendees are provided. Meetings are intended solely for the education
of attendees and to provide a forum for individuals involved with the
management of family offices to network with their peers and to share
ideas. In addition, the presentation should qualify for one hour of
continuing education credit for CPAs. If you know anyone that should
be invited to the luncheon or have any suggested topics for future
meetings please let us know. We look forward to seeing you there.
“Investing for Stable Income in Today's Low-Yield Environment”
Kevin S. Kujawski, CFO & COO Menlo Equities and president/CEO of Menlo's investment platform, Menlo Equities Absolute Return Fund ("MEARF").
Kevin S. Kujawski, Chief Financial Officer and Chief Operating Officer. Mr. Kujawski’s primary duties are to oversee finance, treasury, and accounting functions of Menlo Equities and its partner affiliates. He arranges and directs affiliated Menlo Equities debt financings, including acquisition, construction, bridge, mezzanine, and permanent financings. He is responsible for the overall management of financial reporting, financial analysis, risk management policies, and controls. Mr. Kujawski also is responsible for asset management, coordination of information technology systems, and human resources management.
Prior to joining Menlo Equities, Mr. Kujawski served as Chief Financial Officer of Los Angeles-based River Hospitality Management, where he oversaw all aspects of finance, accounting, risk management, and treasury operations for an upscale and luxury hotel portfolio. Prior to his tenure at River Hospitality, Mr. Kujawski was Starwood Hotels and Resorts’ Division CFO for its Global Development Group. In this capacity, he led the company’s financial efforts in its acquisition and integration of Le Méridien Hotels and Resorts and Bliss Spas, while overseeing financial operations associated with new hotel development, architecture and design, and pre-opening operations. Before joining Starwood, Mr. Kujawski worked out of the European office of NYSE-listed Action Performance Companies in Aachen, Germany, where he served as European CFO.
Mr. Kujawski is a certified public accountant in Arizona and served as audit manager in the mid-1990s for Arthur Andersen’s Phoenix office. He received his BS in Finance from Arizona State University and his MBA from the UCLA Anderson School of Management. He is a member of the American Institute of Certified Public Accountants.
About the Firm:
Menlo is a real estate investment firm founded 22 years ago in Silicon Valley where it is headquartered today. Founders Henry Bullock and Rick Holmstrom, who continue to run Menlo today, have grown their company organically to other robust tech-driven markets throughout the western U.S., including a significant presence in Orange County. Menlo knows its markets and the companies that locate in them extremely well. Its invests in only well-located Class-A office properties in the most vibrant and sought after tech-focused submarkets where sustained demand is likely throughout all phases of the economic cycle.
It is hard to overstate how low yields have fallen and how much investors have had to stretch for returns beyond the more traditional sources of yield, such as money market accounts, U.S. Treasuries and investment-grade fixed income assets. With high-quality bonds paying so little in the way of yield, investors are often taking increased risk. Against the backdrop of lower yields and increased risk, how should investors look at the investment landscape if they want a healthy yield but not the increased risk? And what about the prospects for another correction? Are there safer havens that are structured to be stable and comparably safe regardless of where we are in the cycle?
Please click the logo to learn more about Menlo Equities
Thursday, October 27, 2016 11:30 AM - 2:30 PMPacific Time
The Pacific Club4110 MacArthur Blvd.Newport Beach, California 92660USA310-278-8232
Lido Consulting, Inc. Events
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