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Finance

Displaying 35 Results

Robert Dalie

Executive Director, Investments

The Summa Group of Oppenheimer & Co. Inc

Modern Family Office

Jim Freedman

Chairman & Managing Director

Intrepid Investment Bankers

Building A Culture of Innovation

Adam Abramowitz

Co-founder, Managing Director of Consumer & Pro Electronics

Intrepid Investment Bankers

Disruptive Innovation Is Driving Investments

Ed Bagdasarian

CEO & Managing Director

Intrepid Investment Bankers

Guts, Glory, and Winning Valuations

Geoffrey R. Berlin, CFP®

Executive Director, Private Bank

J.P. Morgan Private Bank

Tax Aware Borrowing

Jonathan Bluth

Senior Vice President

Intrepid Investment Bankers

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Claudia Bodan

Los Angeles Market President

Commercial Bank of California

State of Banking

Doug DeGroote

Managing Director

DeGroote Financial Group

Josh Fein

AdvicePeriod

Jessop Fowler

Merill Corporation

Dovi Frances

Founder, Managing Partner

SG VC

Cycles of Innovation

Scott Hansen

CFP, Senior Vice President

Wells Fargo Wealth Management

Jonathan Hodge

Vice President, Senior Portfolio Manager - Wealth Management

UBS Financial Services Inc.

Alan Hopkins

Chief Economic Strategist

Manchester Financial

Race to the Bottom

Shahzad Khan

Chief Growth & Stategy Officer

Commercial Bank of California

Jeffrey R. Knakal

Managing Partner & Founder

GROWTH PARTNERS

Partial Liquidity Alternatives

Justin Krane, CFP

President & Founder

Krane Financial Solutions

How To Enjoy Your Money

Michele L. Havens

President, Los Angeles Region

Northern Trust

Learning Resilience From Failure

Brian Levin

Intrepid Investment Bankers

Deal Execution is a Team Sport

Bruce Munster

Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

Merrill Lynch Private Banking & Investment Group

Environmental Leadership and Impact Investing

Pardis Nasseri

Managing Director & President

Palm Tree

Artificial Intelligence (AI) and Machine Learning are coming faster than you think. Are you and your business ready for it?

Marvin Padilla

Managing Director, Head of Apparel & Retail

Intrepid Investment Bankers

The Social Consciousness of Branded Consumer Companies

Michael Pagano

Executive Vice President, Private Client Services

City National Bank

Finding and Keeping Your Balance

Ash Patel

President & CEO

Commercial Bank of California

Brandon Quartararo

Senior VP, Digital Head of Media

Intrepid Investment Bankers

Why Marketing Services Companies Are Hot Acquisition Candidates

Mike Rosenberg

Founding Partner & Senior Managing Director

Intrepid Investment Bankers

Why Marketing Services Companies Are Hot Acquisition Candidates

Larry M. Schnaid

Senior Vice President & Senior Portfolio Manager

UBS Financial Services Inc.

Using Your Wealth For Good

Rich A. Schuette, CFP

Avalan

Using Philanthropy to Create a Tax Controlled Exit From Your Life’s Work

Michael Schwartz

Galerie Michael, Inc.

A Look at the Aesthetic Imperative

Nerre Shuriah, J.D., LL.M

Wealth Planning Manager

First Citizens Bank

Bruce Simon

Senior Managing Director, CIO

City National Rochdale, LLC

Separating Signal From Noise

Tristan Snyder

Senior Vice President, Digital Media & Technology

AGC Partners

Brian Werdesheim

Managing Director - Investments

The Summa Group | Oppenheimer & Co. Inc.

Maximizing Your Philanthropic Impact

Dave Wolinsky

Senior Vice President

Palm Tree

The future of FP&A and information is right behind you.

Jonathan Zucker

Senior Vice President & Head of the Capital Markets Group

Intrepid Investment Bankers

What to Expect When You’re Expecting (To Raise Capital)

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