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Finance

Displaying 29 Results

DeGroote Financial Group

Josh Fein

Partner

AdvicePeriod

Dovi Frances

Founder, Managing Partner

SG VC

Cycles of Innovation

Scott Hansen

CFP, Senior Vice President

Wells Fargo Wealth Management

Dark Pathing

Jonathan Hodge

Vice President, Senior Portfolio Manager - Wealth Management

UBS Financial Services Inc.

Data Overload

Alan Hopkins

Chief Economic Strategist

Manchester Financial

Race to the Bottom

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

Vice President

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

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

Larry Schnaid

Senior Vice President & Senior Portfolio Manager

UBS Financial Services Inc.

Sir Isaac Newton and the Madness of the Stock Market

Rich A. Schuette, CFP

Wealth Manager

Avalan

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

Michael Schwartz

Founder & CEO

Galerie Michael, Inc.

A Look at the Aesthetic Imperative

Nerre Shuriah, J.D., LL.M

Wealth Planning Manager

First Citizens Bank

Dark Pathing

Bruce Simon

Senior Managing Director, CIO

City National Rochdale, LLC

Separating Signal From Noise

Tristan Snyder

Senior Vice President, Digital Media & Technology

Intrepid Investment Bankers

Silicon Beach

Jonathan Zucker

Senior Vice President & Head of the Capital Markets Group

Intrepid Investment Bankers

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

1 2

Articles

Putting Responsible Practices into Play

Evaluating ESG—environment, social, government—is necessary for business today

By Charlie Ittner | Darien Group

Opinion

New York City Doubles Down

James Patchett, president and CEO of New York’s Economic Development Corporation, talks about how...

By James Patchett | NYCEDC

NextGen 10

NextGen10: Real Estate & Finance [2018]

The 2018 NextGen 10 in Real Estate and Finance have a proven track record of success, investing in...

By CSQ Staff

Required Reading

Required Reading & Listening

Invested: How Warren Buffett and Charlie Munger Taught Me to Master My Mind, My Emotions, and My Money (with...

By CSQ Staff

Dorene C: Dominguez: The Vanir Group of Companies CEO & Chairwoman Eyes a Bigger Share

Though the Vanir Group of Cos. has completed more than $23B in construction services and projects, Chairwoman...

By Subrina Hudson

Les Hiscoe: Celebrating 20 Years of Development & Growth

Les Hiscoe is leading Shawmut—a $1.2B company and one of the country’s largest design and construction...

By Andrea Zarczynski

Charles S. Cohen Goes From Real Estate to Design, Film to Wine

Fueled by compassion and armed with curiosity, Charles S. Cohen has been driven to succeed on both coasts...

By Allison Dean

Steven F. Udvar-Házy Is Making the World a Smaller Place

After immigrating from communist Hungary and pioneering the airline leasing industry more than 40 years ago,...

By Jason Dean

Lists

10 Largest Venture Capital Funds of 2017

In the world of startups and venture capital, among the most important parts of the landscape is the...

By Benjamin Kuo

Visionary Venture Capitalist Chris Hollod Steps Out On His Own

Visionary venture capitalist Chris Hollod—the former right-hand man to Ron Burkle—steps out on his own,...

By Subrina Hudson

Jesse Draper: Bucking VC Trends and Supporting Female Founders

The fourth-generation venture capitalist is leaning all the way in, combating the gender stereotypes and...

By Jessica Ferguson

System1: Silicon Beach’s Sleeping Giant

Michael Blend and Chuck Ursini founded System1, the sleeping giant by the beach, quietly amassing one...

By Matthew Seukunian

Artificial Intelligence’s Potential Impact on the Investment Management Industry

Robert Dalie explores the pros and cons of AI’s growing role in the finances that run our lives

By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Investment Banking

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Jim Freedman of Intrepid Investment Bankers explains how he is on the front lines of Health Care, M&A, and...

By Jim Freedman | Intrepid Investment Bankers

Insurance

The Secret $30 Billion

Martin Levy of Corporate Strategies, Inc. talks about McDonald’s, Disneyland, Foster Farms, and the $30B on...

By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

Human Resources

On Diversity and Inclusion

Danone Simpson, President & CEO of Montage Insurance Solutions, explains how women-owned businesses are...

By Danone Simpson | Montage Insurance Solutions

Investment Banking

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Jonathan Bluth of Intrepid Investment Bankers explains how he is on the front lines of Health Care, M&A, and...

By Jonathan Bluth | Intrepid Investment Bankers

Management Consulting

Big Data + Big AI = Big Results

Take advantage of data by unleashing the power of artificial intelligence

By Majid Abai | Concepts Rise, LLC

Renata Simril: Leading by Example

Renata Simril conquered sports, politics, real estate, and the military through grit, gratitude, and service...

By Jessica Ferguson

Sports

Peter Ueberroth: The Gold Standard

A successful CEO, MLB Commissioner, co-owner of Pebble Beach, and the brainchild behind the 1984 Olympic...

By David Davis

Private Banking

Personal Health Is Your Most Valuable Asset

The benefits of private concierge medicine

By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

New Lease Account Standards

Examining the importance of beginning preparation now and not later

By Scott M. Sachs, CPA | CohnReznick, LLP

Douglas Merrill: A Math Problem

Douglas Merrill, former CIO and VP of engineering at Google, is changing public access to money with fintech...

By Allana Baroni

CSQ&A

CSQ&A: Karin Liljegren of Omgivning

If you have spent any time in Downtown Los Angeles over the last few years, there’s a strong likelihood...

By CSQ Staff

Investment Banking

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

When ready to tap the capital markets, focus on what will bring you the greatest value - running your...

By Jim Freedman | Intrepid Investment Bankers

Corporate Law

My Company Needs Funding. What Do I Do?

An overview of investment offerings for a business once it has reached critical mass and needs funding to...

By William Mark Levinson | Thompson Coburn LLP

Family Law

Managing Your Finances Like You Would Your Relationship

An anecdotal analysis of the evaluating and understanding your assets and the roles they play individually in...

By Stacy D. Phillips | Blank Rome LLP

Therese Tucker: Bring on the SaaS

From a farm in Illinois to the first female founder and CEO of a venture-backed LA public company: How...

By Jason Dean

Investment Banking

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

When you ready to tap the capital markets, focus on what will bring you the greatest value - running your...

By Jonathan Zucker | Intrepid Investment Bankers

Talent Management

Talent Management and Workforce Trends

Examining the ebbs and flows of workplace demographics and the effect changes have on businesses

By Vlad Vaiman | Cal Lutheran University

Private Banking

Environmental Leadership and Impact Investing

In an increasingly globalized world and economy, investment leadership financially and environmentally are...

By Bruce Munster | Merrill Lynch Private Banking & Investment Group

Grace Powers: Willing and Able

CEO Grace Powers has leveraged her military and for-profit backgrounds to bolster the National Able...

By Kirk Hawkins

Corporate Accounting

The Powerful New Role of Family Offices

The changing landscape of the finance world finds the family office competing directly with private equity

By Scott M. Sachs, CPA | CohnReznick, LLP

Asset Protection

Is It Better to Eat Well or Sleep Well?

The real reason insurance still matters is as obvious as it’s ever been

By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

Innovation

CSQ 2016 LA Visionaries Summit Features Billionaire Changemakers, Industry Leaders, Honors Patrick Soon-Shiong

C-Suite Quarterly Magazine (CSQ) to host the 3rd annual Los Angeles Visionaries Summit on September 20,...

By CSQ Staff

South Africa: Under the African Sun

Boasting abundant natural resources - not to mention a number of world-class golfers - European...

By Lisa Gild

Richard Raddon: Results Oriented

Transitioning from the world of arthouse film to digital media, ZEFR co-CEO Richard Raddon is shaping the...

By Andrea Zarczynski

Troy Carter: American Visionary

From Lady Gaga to Uber, Troy Carter’s sixth sense for recognizing potential has earned him a dual position...

By Jason Dean

Finance

A Look at the Aesthetic Imperative

The ability to define art on their terms gives collectors the means to further appreciate works

By Michael Schwartz | Galerie Michael, Inc.

Automotive

The New Private Parking Trend

Collectible car storage facilities are popping up nationwide where rare automobiles can safely and securely...

By Tony Principe

Scott Minerd: A Formidable Figure

After achieving incredible wealth on Wall Street, Scott Minerd retired at 37 to live the California dream....

By Kirk Hawkins

Bob Diamond: Banking on the Future

Former Barclays CEO Bob Diamond is mining Africa’s potential with Atlas Mara, his latest venture

By Jason Dean

Required Reading

Required Reading: Analyzing Trends and Reconfiguring Office Space

Four books to maximize your creative real estate and your profit margin

By Kate Gagnon

International

The World’s Most Progressive ‘Meet’ and Retreat Destinations

When it comes to settings for the most memorable trade shows, industry conferences, and executive retreats,...

By Elyse Glickman

NextGen10: Innovation & Technology [2016]

This year’s Innovation & Technology NextGen 10 are as eclectic as the innovation space they encompass.

By CSQ Staff

Accounting

Three Steps to Help Mitigate Digital Risk

Every organization needs to create and implement an effective risk strategy

By Jeremy Sucharski, CISA, CRISC | Armanino LLP

Wealth Management

Learning Resilience From Failure

For many business owners, failures are not the end of the road. Instead, they tend to be inflection points...

By Michele L. Havens | Northern Trust

The Expanding World of LA Tech Conferences

Crossing the intersection of technology and entrepreneurship

By CSQ Staff

Opinion

Equity Crowdfunding and the Rights of Man

“Money is the seed of money, and the first guinea is sometimes more difficult to acquire than the second...

By Howard Marks | StartEngine

Gary White: Teaching a Parched World to “Fish”

By bringing water capabilities to third-world countries, Gary White, Matt Damon, and Water.org are...

By Dr Mark Goulston

Corporate Accounting

Not-for-Profit Governance and Risk Management

Expert opinion on managing financial risk and governance as a non-profit

By Scott M. Sachs, CPA | CohnReznick, LLP

Michael Kelly: Channeling the Spirit of Dorothy Buffum Chandler to Catalyze Change in Los Angeles

Philanthropist and arts activist Dorothy Buffum Chandler graced Time’s cover in December 1964. The article...

By Michael Kelly

David Bohnett: The Avatar of Don Quixote

The tech boom of the ’90s catapulted the rapid spread of information, produced early stage social...

By Allana Baroni

Dan Beckerman: He Shoots, He Scores

Dan Beckerman may not suit up and hit the floor during the heat of the battle, but he is a major-league...

By Jason Dean

Lizanne Falsetto: Empowering Female Entrepreneurs

The thinkThin Products founder and former CEO steps out to support women in business

By Andrea Zarczynski

Entertainment

The Winds of European Change Blow in Hollywood

Hollywood may still be the biggest global producer of English language content, but increasingly consumers of...

By Lisbeth Savill | Latham & Watkins

Entertainment

The Winds of European Change Blow in Hollywood

European Commission announces a digital single market strategy for Europe

By Joseph Calabrese | Latham & Watkins LLP

Private Banking

Meet the Bank of America Merrill Lynch Entertainment Industries Group (EIG)

CSQ magazine’s Sports and Entertainment edition has once again created fantastic content and provided...

By Bruce Munster | Merrill Lynch Private Banking & Investment Group

Proprietor's Profile

Bill Chait: Main Course of Action

Bill Chait was 25 years old and his experience in the restaurant industry was limited to the driver’s seat...

By Matthew Seukunian

Josh Welsh: An Independent Man

Legendary philosopher Lucius Seneca wrote, “Luck is what happens when preparation meets opportunity.” If...

By David Garber

Finance

Jeff Stibel: D&B’s (In)Credibility Factor

Building up from the foundation of one of the most respected names in finance, Jeff Stibel has merged...

By Elizabeth Gravier

Gensler: Defining the Skyline of Downtown LA

Gensler’s Andy Cohen and Rob Jernigan, local leadership for the largest architecture firm in the world,...

By Yoji Cole

Would Howard Hughes Invest in Los Angeles Today?

Howard Hughes, Jr. moved to Los Angeles from Texas in 1925 to leverage his diverse talents and knack for...

By Michael Kelly

Innovative Office

Desirables: Smart(er) Business

Bitium Bitium is a provider of cloud-based identity and access management solutions, including single...

By CSQ Staff

Investment Banking

Fifty Shades of Capital

Searching for the right capital provider, in many ways, is like searching for a perfect mate. It can be...

By Jonathan Zucker | Intrepid Investment Bankers

Investment Banking

Fifty Shades of Capital

Finding the right financing partner

By Jim Freedman | Intrepid Investment Bankers

Private Banking

Meet the New Team

Last month, my team and I resigned from Morgan Stanley in Woodland Hills and accepted positions at the...

By Bruce Munster | Merrill Lynch Private Banking & Investment Group

Spring Forward

The residential real estate market has been seeing a surge in demand once again and a steady low interest...

By James Engel | JV Property & Brokerage, Inc.

Proprietor's Profile

Adam Fleischman: Trusting the Fifth Dimension of Taste

Few cultures have mastered the art of respect as well as the Japanese over the millennia, so it should come...

By Matthew Seukunian

Peter Diamandis: Eyes on the XPRIZE

Peter Diamandis’ projections are refreshingly optimistic and wildly futuristic, yet exponential...

By Jason Dean

Opinion

The Virtual Reality of Los Angeles

Los Angeles looks almost nothing like I remember it. I’ve been in this city for a long time now. I consider...

By Howard Marks | StartEngine

Aviation

Modern Aviatrix: Earhart 2.0

It is not without precedent that a woman by the name of Amelia Earhart would develop a passion for aviation....

By Andrea Zarczynski

Insurance

Life Insurance as an Investment

The most overlooked financial planning instrument in your portfolio

By Martin Levy, CLU/RHU | Corporate Strategies, Inc.

Entertainment

Gene Simmons and Paul Stanley: A CSQ&A with the KISS Legends

Forty years is a long time for any partnership to survive, but in the music industry, when you think about...

By CSQ Staff

International

Macau: The Golden Door to the East…and Beyond

The dice have been rolled, and the game is on. In 1974, Roger Moore’s James Bond put Macau on the map for...

By Elyse Glickman

Proprietor's Profile

The An Family: All in the Family

With Helene An’s sage leadership and exquisite Euro-Vietnamese recipes, House of An continues to refine its...

By Elizabeth Gravier

Living and Buying … in Southern California

Southern California living, as Mary Poppins would say, is perfect in practically every way. This makes...

By Bill Watkins

Finance

Karen Finerman: A Competitive Hedge

Karen Finerman on forging her path to success in the male-centric world of finance

By Dr Mark Goulston

Innovation

Ravi Achar: The Business of Curing a World of Ills

Ravi Achar’s innovative work in the business of pharma & biotechnology research is opening the way for...

By Whitney Vendt

Marketing

Technology Changes Everything

If you haven’t noticed, technology has not slowed down any since it started changing life as our ancestors...

By Michael Terpin | SocialRadius

Financing & Mortgage

The Devolution of Home Loans

Using hindsight to examine the housing crisis and foresight to predict what lies ahead

By Daryl Wizelman

Financing & Mortgage

Key Considerations When Choosing a Mortgage and Real Estate Professional

Whether a buyer's or seller's market, assembling the right team is paramount

By Daryl Wizelman

Real Estate

Thomas Barrack, Jr: The LA Real Estate Titan Keeps Riding Waves

Thomas Barrack, Jr. rides the world's economic waves from one recession to the next making billions buying...

By Yoji Cole

Estate Planning

The “Perfect Storm” For Estate Planning

Assets are shifting following the implementation of the Tax Relief, Unemployment Insurance Authorization, and...

By Kyle deVries

Life & Health

How a Life Plan Will Improve Your Business and Your Life

Since seeing is believing, putting your plans to paper makes all the difference

By Daryl Wizelman

Wealth Management

Race to the Bottom

Major world economies are devaluing their currencies by printing and creating money in an attempt to...

By Alan Hopkins | Manchester Financial

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Intrepid Investment Bankers

J.P. Morgan Private Bank

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Intrepid Investment Bankers

Intrepid Investment Bankers

Intrepid Investment Bankers

The Summa Group of Oppenheimer & Co. Inc

DeGroote Financial Group

AdvicePeriod

SG VC

Wells Fargo Wealth Management

UBS Financial Services Inc.

Manchester Financial

GROWTH PARTNERS

Krane Financial Solutions

Northern Trust

Intrepid Investment Bankers

Merrill Lynch Private Banking & Investment Group

Intrepid Investment Bankers

City National Bank

UBS Financial Services Inc.

Avalan

Galerie Michael, Inc.

First Citizens Bank

City National Rochdale, LLC

Intrepid Investment Bankers

Intrepid Investment Bankers

Articles