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Finance

Displaying 36 Results

Robert Dalie

Executive Director, Investments

The Summa Group of Oppenheimer & Co. Inc

Demystifying Opportunity Zones

Jim Freedman

Chairman & Managing Director

Intrepid Investment Bankers

What You Need to Know When Thinking about a Buy Side M&A Transaction

Joseph Husband

Director of Business Development

Intrepid Investment Bankers

What You Need to Know When Thinking about a Buy Side M&A Transaction

Jonathan Zucker

Managing Director, Head of Capital Markets

Intrepid Investment Bankers

Not Just An Exit, A Transformative Partnership

Adam Abramowitz

Managing Director, Co-Head of Healthcare

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

Director, Co-Head of Healthcare

Intrepid Investment Bankers

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Claudia Bodan

Los Angeles Market President

Commercial Bank of California

Small Businesses May Not Realize They’re Facing This Challenge

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

Understanding Social Security

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 & Lifestyle Brands

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

Managing Director, Head of Digital Media

Intrepid Investment Bankers

Why Marketing Services Companies Are Hot Acquisition Candidates

Gary Rabishaw

Managing Director, Head of Commercial & Consumer Technology

Intrepid Investment Bankers

Building A Culture of Innovation

Mike Rosenberg

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

Why You Need Financial Wellness

Bruce Simon

Senior Managing Director, CIO

City National Rochdale, LLC

Separating Signal From Noise

Brian Werdesheim

Managing Director - Investments

The Summa Group | Oppenheimer & Co. Inc.

The Industrial Revolution in the 21st Century

John Wise

InvestCloud

Dave Wolinsky

Senior Vice President

Palm Tree

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

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