Family Office Consultant |
Entertainment |
Investment Advisor/ RIA Firm |
Investment Banker |
Real Estate Investor |
Other |
$729 |
$729 |
$729 |
$729 |
$829 |
$829 |
Attorney |
CPA/ Business Manager |
Individual Investor |
CPA/ Business Manager |
Attorney |
Multi Family Office |
$629 |
$529 |
$529 |
$529 |
$629 |
$729 |
8:00 am – 8:30 am |
Registration - Arcadia Foyer |
8:15 am – 8:20 am |
Breakfast – Arcadia Ballroom Welcome and Opening Remarks – Arcadia Ballroom Gregory P. Kushner, Conference Chairman, CEO & Founder, Lido Consulting, Inc. Alyssa Weinberger, Conference Director, Senior Managing Director, Lido Consulting, Inc. |
8:20 am – 9:00 am |
New Directions in Family Office - Arcadia Ballroom Gregory P. Kushner, Lido Advisors, LLC Preston Tsao, Metcircle Networking, LLC Jon Bren, Bren Ventures LLC |
9:00 am – 9:25 am |
2018 PE Outlook: Utilizing Private Equity as an Income Solution - Arcadia Ballroom Brian Weisenberger, Ascendant Capital |
9:25 am – 9:45 am |
Seeking Value in Today’s Slowing Commercial Real Estate Market – Arcadia Ballroom Kevin Kujawski, Menlo Equities Christopher Chang, Menlo Equities |
9:45 am – 10:05 am |
Exhibit Hall Networking Break – Arcadia Foyer Hosted by: Chivaroli Premier Insurance Services, CHUBB® |
10:05 – 10:35 am |
Looking for Opportunities and Weighing Risk in Real Estate Through First Trust Deeds – Arcadia Ballroom Moderator: Maier Rosenberg, CohnReznick Richard Katz, Westridge Lending Fund, LLC Paul Rahimian, Parkview Financial |
10:35 am – 10:55 am |
Timothy Speiss, EisnerAmper - Arcadia Ballroom |
11:30 am - 11:45 am |
Annual Charitable Grants Presentations – Arcadia Ballroom Gregory P. Kushner, Conference Chairman, CEO & Founder, Lido Consulting, Inc. Dream Foundation, Tristan Layton Village for Vets |
11:45 am – 1:05 pm |
Lunch - Ocean & Vine Restaurant |
1:15 pm - 1:45 pm |
Investing in Marketplace Lending Assets - Arcadia Ballroom |
1:45 pm – 2:00 pm |
Cannabis – Arcadia Ballroom Chris Leavy, MedMen |
2:00 pm – 2:45 pm |
Featured Speaker, Frank Luntz – Arcadia Ballroom |
2:50 pm - 3:30 pm |
Break-Out-Session #1 |
3:35 pm – 4:20 pm |
Break-Out-Session #2 |
4:20 pm - 4:45 pm |
Exhibit Hall Networking Break – Arcadia Foyer |
4:45 pm - 5:30 pm |
What is Keeping Real Estate Investors up at Night? – Arcadia Ballroom Moderated By: Andrew Kline, Parklane Nicholas G. Sansone, Sansone Group Haymes Snedeker, Hix Snedeker Howard Ray Hix, Hix Snedeker |
5:30 pm - 6:30 pm |
Value |
6:30 pm – 8:30 pm |
Value |
5:30 pm – 6:30 pm |
Featured Speaker – Arcadia Ballroom |
6:30 pm – 8:30 pm |
Cocktail Reception – Poolside |
Registration Schedule |
Single Family Office |
Foundation/Non-Profit |
Individual Investor |
CPA/ Business Manager |
Attorney |
Multi Family Office |
Regular Pricing Fee |
479 |
479 |
479 |
479 |
579 |
679 |
October 1- December 31 |
Early Bird Registration |
Early Bird Registration |
Early Bird Registration |
Early Bird Registration |
Early Bird Registration |
Early Bird Registration |
January 1- February 28 |
$529 |
$529 |
$529 |
$529 |
$629 |
$729 |
howard ray hix, JR.
Howard Ray Hix, Jr.
Co-Founder and Principal - Hix Snedker
Ray partnered with Haymes Snedeker to form Hix Snedeker Companies after a successful law career. Together, they spent the next ten years financing and developing single-tenant and multi-tenant projects through in-house design and construction. Ray heads new business development while coordinating and financing projects. He holds a Juris Doctorate from the University of Alabama School of Law and a Bachelor of Science from the University of Alabama at Birmingham. Ray enjoys aviation, mountain sports and travel. He and his family reside in Fairhope, Alabama.
Co-Founder and Principal - Hix Snedker
Ray partnered with Haymes Snedeker to form Hix Snedeker Companies after a successful law career. Together, they spent the next ten years financing and developing single-tenant and multi-tenant projects through in-house design and construction. Ray heads new business development while coordinating and financing projects. He holds a Juris Doctorate from the University of Alabama School of Law and a Bachelor of Science from the University of Alabama at Birmingham. Ray enjoys aviation, mountain sports and travel. He and his family reside in Fairhope, Alabama.
andrew kline
Andrew W. Kline
Founder & Managing Director - Park Lane
Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. Kline has advised on M&A transactions in all of the major sports and also been fundamental in obtaining financing for many early stage sports-based businesses.
Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Kline was named to The M&A Advisor’s 40 Under 40 list. Kline was also named to SportsBusiness Journal’s 2016 Power Players List in the Advisory category and Los Angeles Business Journal’s 2017 edition of The Money Book celebrating the most influential people in Los Angeles finance.
Prior to founding Park Lane, Kline was drafted by the NFL World Champion St. Louis Rams, for whom he played center and quick guard. After retiring from the NFL, Kline became an active investor in the San Diego and Arizona real estate markets and brought sizable returns to investors in his fund. Kline also founded The Australian Surf Academy (sold to Surf Diva in 2004) and The Athletes Agency (sold 49% in 2005). Kline also served as the Chairman of the Athletes for Rudy Giuliani Coalition during Giuliani’s bid for the presidency. He serves on the Board of Directors of the Navy SEAL Family Foundation and is very active in fundraising efforts for Special Forces and Special Operations Forces.
Kline attended San Diego State University, where he majored in Psychology, and the Business Management & Entrepreneurship Program at the Stanford Graduate School of Business. Kline has FINRA Series 7 and 63 registrations.
Founder & Managing Director - Park Lane
Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. Kline has advised on M&A transactions in all of the major sports and also been fundamental in obtaining financing for many early stage sports-based businesses.
Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Kline was named to The M&A Advisor’s 40 Under 40 list. Kline was also named to SportsBusiness Journal’s 2016 Power Players List in the Advisory category and Los Angeles Business Journal’s 2017 edition of The Money Book celebrating the most influential people in Los Angeles finance.
Prior to founding Park Lane, Kline was drafted by the NFL World Champion St. Louis Rams, for whom he played center and quick guard. After retiring from the NFL, Kline became an active investor in the San Diego and Arizona real estate markets and brought sizable returns to investors in his fund. Kline also founded The Australian Surf Academy (sold to Surf Diva in 2004) and The Athletes Agency (sold 49% in 2005). Kline also served as the Chairman of the Athletes for Rudy Giuliani Coalition during Giuliani’s bid for the presidency. He serves on the Board of Directors of the Navy SEAL Family Foundation and is very active in fundraising efforts for Special Forces and Special Operations Forces.
Kline attended San Diego State University, where he majored in Psychology, and the Business Management & Entrepreneurship Program at the Stanford Graduate School of Business. Kline has FINRA Series 7 and 63 registrations.
haymes snedeker
Haymes Snedeker
Co-Founder and Principal - Hix Snedker
Prior to partnering with Ray to form Hix Snedeker Companies, Haymes also had a noteworthy law career. The two spent the next decade creating an impressive track record of commercial construction projects for national tenants. Haymes leads intra-company operations and manages projects on the Gulf and West coasts. He holds a Juris Doctorate from the University of Mississippi School of Law and a Bachelor of Business Administration from the University of Mississippi.
Co-Founder and Principal - Hix Snedker
Prior to partnering with Ray to form Hix Snedeker Companies, Haymes also had a noteworthy law career. The two spent the next decade creating an impressive track record of commercial construction projects for national tenants. Haymes leads intra-company operations and manages projects on the Gulf and West coasts. He holds a Juris Doctorate from the University of Mississippi School of Law and a Bachelor of Business Administration from the University of Mississippi.
timothy speiss
Timothy Speiss, CPA
Partner - EinserAmper
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, including the Certificate Program in Financial Management for The Family Office at Pepperdine’s Graziadio Graduate School of Business and Management; 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.
Partner - EinserAmper
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, including the Certificate Program in Financial Management for The Family Office at Pepperdine’s Graziadio Graduate School of Business and Management; 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.
Dr. frank I. luntz
Dr. Frank I. Luntz
Frank Luntz is one of the most honored communication professionals in America today. “The Nostradamus of pollsters,” said Sir David Frost, while Time magazine named him one of “50 of America’s most promising leaders aged 40 and under,” and Newsweek magazine identified him as No. 24 on their Power Elite survey. In 2012, he finished 87th in a Time magazine global poll of the “most influential people in the world.” Frank was named one of the four “Top Research Minds” by Business Week, “the hottest pollster” by The Boston Globe, and was a winner of The Washington Post’s coveted “Crystal Ball” award for being the most accurate pundit. His focus groups have become so influential that presidential candidate Barack Obama had this to say following the PBS presidential debate: “When Frank Luntz invites you to talk to his focus group, you talk to his focus group.”
The “Instant Response” focus group technique pioneered by Frank has been profiled on 60 Minutes, Good Morning America (on Election Day), and on PBS’s award-winning Frontline. He has been a guest on virtually every talk show in America, including multiple appearances on The Daily Show, The Colbert Report, and Real Time with Bill Maher, as well as Meet the Press, Nightline, The Today Show, Charlie Rose, The PBS NewsHour, Face the Nation, and Tavis Smiley. He also served as a consultant to the NBC hit show The West Wing.
Frank has worked for 50 Fortune 500 companies and CEOs, but he’s best known for political commentary. More media outlets have turned to Dr. Luntz to understand the hopes and fears of Americans than to any other political pollster. Since 2007, Frank has been the “Focus Group Czar” for Fox News, conducting over 100 sessions in more than 20 states, as well as co-hosting several live hour-long prime time specials and dial sessions during every presidential debate. In 2011, Frank was the only non-journalist invited to host a debate of the GOP presidential contenders in Des Moines, Iowa, repeating that role in 2015. For the past four years, Frank has served as a news analyst for CBS News, focusing on corporate crisis communications as well as politics.
Luntz was a primary night and election night commentator on MSNBC in 2000 and 2004. His reoccurring segments on MSNBC/CNBC, “100 Days, 1000 Voices” won the coveted Emmy Award in 2001. Frank has conducted focus group sessions for all three broadcast networks, two of the three cable news channels and PBS, as well as for The Wall Street Journal, Newsweek, The New Yorker, The Times of London, and U.S. News & World Report. He has worked in every British General Election in some capacity since 1997.
Dr. Luntz has written, supervised, and conducted more than 2,500 surveys, focus groups, ad tests, and dial sessions in more than two dozen countries and six continents over the past 20 years. His political knowledge and skills are recognized globally, and he has served as an election consultant and commentator in Canada, Britain, Israel, Ireland, Germany, Austria, the Netherlands, Australia, Venezuela, and Ukraine.
Frank is the author of three New York Times Best Sellers. Words that Work: It’s Not What You Say it’s What People Hear, explores the art and science of language creation. His second book, What Americans Really Want … Really, addresses the private hopes, dreams and fears of the American people; it reached No. 18 on the bestseller list. His most recent book, WIN, reached No. 2 on Amazon and No. 3 on The New York Times Business Best Seller List in its first month in print. He has written about the power of language for The Wall Street Journal, The New York Times, Los Angeles Times, Financial Times, The Times of London, and The Washington Post.
When he is not consulting, Dr. Luntz can often be found in front of a classroom. From 1989 until 1996, he was an adjunct professor at the University of Pennsylvania. He has also taught courses at Harvard University and George Washington University. Frank graduated from the University of Pennsylvania with an honors Bachelor of Arts degree in history and political science, and was awarded a Thouron Fellowship. He received his Doctorate in Politics at the age of 25 from Oxford University. He spoke for 24 straight hours as part of the Oxford Union Society’s Guinness World Book of Records debate. In the spring of 1993, Frank was named a Fellow at Harvard University’s Institute of Politics, making him the second-youngest individual ever to receive this honor.
Frank Luntz is one of the most honored communication professionals in America today. “The Nostradamus of pollsters,” said Sir David Frost, while Time magazine named him one of “50 of America’s most promising leaders aged 40 and under,” and Newsweek magazine identified him as No. 24 on their Power Elite survey. In 2012, he finished 87th in a Time magazine global poll of the “most influential people in the world.” Frank was named one of the four “Top Research Minds” by Business Week, “the hottest pollster” by The Boston Globe, and was a winner of The Washington Post’s coveted “Crystal Ball” award for being the most accurate pundit. His focus groups have become so influential that presidential candidate Barack Obama had this to say following the PBS presidential debate: “When Frank Luntz invites you to talk to his focus group, you talk to his focus group.”
The “Instant Response” focus group technique pioneered by Frank has been profiled on 60 Minutes, Good Morning America (on Election Day), and on PBS’s award-winning Frontline. He has been a guest on virtually every talk show in America, including multiple appearances on The Daily Show, The Colbert Report, and Real Time with Bill Maher, as well as Meet the Press, Nightline, The Today Show, Charlie Rose, The PBS NewsHour, Face the Nation, and Tavis Smiley. He also served as a consultant to the NBC hit show The West Wing.
Frank has worked for 50 Fortune 500 companies and CEOs, but he’s best known for political commentary. More media outlets have turned to Dr. Luntz to understand the hopes and fears of Americans than to any other political pollster. Since 2007, Frank has been the “Focus Group Czar” for Fox News, conducting over 100 sessions in more than 20 states, as well as co-hosting several live hour-long prime time specials and dial sessions during every presidential debate. In 2011, Frank was the only non-journalist invited to host a debate of the GOP presidential contenders in Des Moines, Iowa, repeating that role in 2015. For the past four years, Frank has served as a news analyst for CBS News, focusing on corporate crisis communications as well as politics.
Luntz was a primary night and election night commentator on MSNBC in 2000 and 2004. His reoccurring segments on MSNBC/CNBC, “100 Days, 1000 Voices” won the coveted Emmy Award in 2001. Frank has conducted focus group sessions for all three broadcast networks, two of the three cable news channels and PBS, as well as for The Wall Street Journal, Newsweek, The New Yorker, The Times of London, and U.S. News & World Report. He has worked in every British General Election in some capacity since 1997.
Dr. Luntz has written, supervised, and conducted more than 2,500 surveys, focus groups, ad tests, and dial sessions in more than two dozen countries and six continents over the past 20 years. His political knowledge and skills are recognized globally, and he has served as an election consultant and commentator in Canada, Britain, Israel, Ireland, Germany, Austria, the Netherlands, Australia, Venezuela, and Ukraine.
Frank is the author of three New York Times Best Sellers. Words that Work: It’s Not What You Say it’s What People Hear, explores the art and science of language creation. His second book, What Americans Really Want … Really, addresses the private hopes, dreams and fears of the American people; it reached No. 18 on the bestseller list. His most recent book, WIN, reached No. 2 on Amazon and No. 3 on The New York Times Business Best Seller List in its first month in print. He has written about the power of language for The Wall Street Journal, The New York Times, Los Angeles Times, Financial Times, The Times of London, and The Washington Post.
When he is not consulting, Dr. Luntz can often be found in front of a classroom. From 1989 until 1996, he was an adjunct professor at the University of Pennsylvania. He has also taught courses at Harvard University and George Washington University. Frank graduated from the University of Pennsylvania with an honors Bachelor of Arts degree in history and political science, and was awarded a Thouron Fellowship. He received his Doctorate in Politics at the age of 25 from Oxford University. He spoke for 24 straight hours as part of the Oxford Union Society’s Guinness World Book of Records debate. In the spring of 1993, Frank was named a Fellow at Harvard University’s Institute of Politics, making him the second-youngest individual ever to receive this honor.
GREGORY KUSHNER
Gregory Kushner
Senior Managing Director and Chairman - Lido Advisors, LLC
Greg has provided financial consulting services for a variety of high net-worth individual clients for over thirty years. In 1999, Greg founded Lido Advisors, 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.
Greg began his career in 1978 with Peat, Marwick & Mitchell, CPA’s (now KPMG) where he performed tax preparation and planning for clients of the firm. Subsequently, he joined Security Pacific Bank and formed the Bank’s Personal Financial Planning Department. He later joined Price Waterhouse in 1985 as a Senior Manager in the Personal Financial Planning Department for the Firm’s Southern California region until 1989. Mr. Kushner served as Vice President with Chase Manhattan Bank in its Private Banking Department from 1989 to 1992 and as CFO and Family Office Director for a wealthy Beverly Hills based family from 1992 to 1995. He has previously hosted a weekly radio show about investing and personal finance on KABC 790AM in Los Angeles and speaks regularly on the subject of management of substantial wealth.
Greg also volunteers and serves as a Director and Chief Financial Officer of a private family foundation that provides substantial grants to veteran’s causes throughout the United States. Greg loves to travel the world with his wife. He also enjoys golf and spending time with his family.
Senior Managing Director and Chairman - Lido Advisors, LLC
Greg has provided financial consulting services for a variety of high net-worth individual clients for over thirty years. In 1999, Greg founded Lido Advisors, 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.
Greg began his career in 1978 with Peat, Marwick & Mitchell, CPA’s (now KPMG) where he performed tax preparation and planning for clients of the firm. Subsequently, he joined Security Pacific Bank and formed the Bank’s Personal Financial Planning Department. He later joined Price Waterhouse in 1985 as a Senior Manager in the Personal Financial Planning Department for the Firm’s Southern California region until 1989. Mr. Kushner served as Vice President with Chase Manhattan Bank in its Private Banking Department from 1989 to 1992 and as CFO and Family Office Director for a wealthy Beverly Hills based family from 1992 to 1995. He has previously hosted a weekly radio show about investing and personal finance on KABC 790AM in Los Angeles and speaks regularly on the subject of management of substantial wealth.
Greg also volunteers and serves as a Director and Chief Financial Officer of a private family foundation that provides substantial grants to veteran’s causes throughout the United States. Greg loves to travel the world with his wife. He also enjoys golf and spending time with his family.
CHRIS LEAVY
Chris Leavy
Co-Founder and Partner - MedMen
Chris Leavy is co-chairman and partner at MedMen, a leading cannabis management and investment firm based in Los Angeles with operations and exposure across North America.
Mr. Leavy helps oversee MedMen’s investment strategy, bringing more than two decades of experience in asset management with senior roles at Morgan Stanley, OppenheimerFunds and BlackRock. As a managing director of BlackRock, Mr. Leavy oversaw $115 billion of fundamental equities and was a member of the firm’s Global Operating Committee. Prior to BlackRock, Mr. Leavy served as the chief investment officer of equities at Oppenheimer Funds. Earlier in his tenure at the firm, he built the value equity group from $6 billion to $16 billion of assets and was recognized by Barron’s as a “Top100 Fund Manager.” Mr. Leavy is a trusted voice in the investment community of fund boards, consultants, gatekeepers and institutional investors. He has been quoted by top financial media outlets like the Wall Street Journal, Financial Times, CNBC and Bloomberg News. Mr. Leavy is the founder of NetPost Capital Advisors and holds an MBA from Columbia Business School.
MedMen offers turnkey management services to license holders in the areas of cultivation, extraction, production and retail operations, bringing institutional best practices and professional standards aimed at mainstreaming the cannabis industry. MedMen also raises capital and guides investors through a space that has traditionally lacked institutional operators. The Firm makes strategic investments in key markets across the U.S. and Canada while its operational expertise ensures all assets perform at the highest level.
Co-Founder and Partner - MedMen
Chris Leavy is co-chairman and partner at MedMen, a leading cannabis management and investment firm based in Los Angeles with operations and exposure across North America.
Mr. Leavy helps oversee MedMen’s investment strategy, bringing more than two decades of experience in asset management with senior roles at Morgan Stanley, OppenheimerFunds and BlackRock. As a managing director of BlackRock, Mr. Leavy oversaw $115 billion of fundamental equities and was a member of the firm’s Global Operating Committee. Prior to BlackRock, Mr. Leavy served as the chief investment officer of equities at Oppenheimer Funds. Earlier in his tenure at the firm, he built the value equity group from $6 billion to $16 billion of assets and was recognized by Barron’s as a “Top100 Fund Manager.” Mr. Leavy is a trusted voice in the investment community of fund boards, consultants, gatekeepers and institutional investors. He has been quoted by top financial media outlets like the Wall Street Journal, Financial Times, CNBC and Bloomberg News. Mr. Leavy is the founder of NetPost Capital Advisors and holds an MBA from Columbia Business School.
MedMen offers turnkey management services to license holders in the areas of cultivation, extraction, production and retail operations, bringing institutional best practices and professional standards aimed at mainstreaming the cannabis industry. MedMen also raises capital and guides investors through a space that has traditionally lacked institutional operators. The Firm makes strategic investments in key markets across the U.S. and Canada while its operational expertise ensures all assets perform at the highest level.
GINA SANCHEZ
Gina Sanchez
Market Strategist, Economist & Television Commentator
Gina Sanchez is the founder and Chief Executive Office of asset allocation consultancy Chantico Global and Chief Investment Officer of Lido Institutional.
Gina researches all areas of the globe, from North America, to Africa, and Europe looking at investment opportunities, future market trends, and general economic conditions. She considers how the institutional world thinks about investing, the big economic trends, and the increasing labor market gap - the shortfall between the number of skilled employees and the demand for those skills.
She was previously the Director of Equity and Asset Allocation for Roubini Global Economics (RGE), advising their clients worldwide on investments and assets. Gina also served as Managing Director of Public Investments at the California Endowment, a $3 billion LA-based foundation. She also worked as Director of Public Investments at the $10 billion Ford Foundation, as a Portfolio Manager and strategist at American Century Investment Management, and in Emerging Markets Research at JP Morgan.
Chantico Global was spun out of RGE and now partners with Oxford Economics, the world’s largest macroeconomic consultancy to provide cutting edge portfolio stress tests across economic scenarios as well as portfolio rebalancing.
Alongside her role advising clients around the world, Gina is also a regular contributor and guest host on CNBC interviewing global business figures and commentating on the economy. She is frequently quoted in print and broadcast media and was a recipient of Institutional Investor’s Foundations and Endowments Rising Stars Award.
Market Strategist, Economist & Television Commentator
Gina Sanchez is the founder and Chief Executive Office of asset allocation consultancy Chantico Global and Chief Investment Officer of Lido Institutional.
Gina researches all areas of the globe, from North America, to Africa, and Europe looking at investment opportunities, future market trends, and general economic conditions. She considers how the institutional world thinks about investing, the big economic trends, and the increasing labor market gap - the shortfall between the number of skilled employees and the demand for those skills.
She was previously the Director of Equity and Asset Allocation for Roubini Global Economics (RGE), advising their clients worldwide on investments and assets. Gina also served as Managing Director of Public Investments at the California Endowment, a $3 billion LA-based foundation. She also worked as Director of Public Investments at the $10 billion Ford Foundation, as a Portfolio Manager and strategist at American Century Investment Management, and in Emerging Markets Research at JP Morgan.
Chantico Global was spun out of RGE and now partners with Oxford Economics, the world’s largest macroeconomic consultancy to provide cutting edge portfolio stress tests across economic scenarios as well as portfolio rebalancing.
Alongside her role advising clients around the world, Gina is also a regular contributor and guest host on CNBC interviewing global business figures and commentating on the economy. She is frequently quoted in print and broadcast media and was a recipient of Institutional Investor’s Foundations and Endowments Rising Stars Award.
RICHARD KATZ
Richard Katz
Manager - Westridge Lending Fund
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.
Manager - Westridge Lending Fund
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.
NICHOLAS SANSONE
Nicholas Sansone, Esq.
Principal - Sansone Group, LLC
Nick Sansone is a licensed attorney who is a member of the Missouri Bar Association. He is currently an active member of numerous professional organizations including: International Council of Shopping Centers (ICSC), CORFAC International and Young Presidents’ Organization (YPO). Nick currently serves as the Midwest Regional Chair for the Personal Investing Network with YPO and is a member of the Membership Committee for the Missouri Athletic Club. He is also a former member of the Advisory Board for Webster University.
Receiving a B.A. degree in Psychology from Webster University in 2001, Nick went on to earn his Juris Doctor (J.D.) from The John Marshall Law School in 2005.
s an active member of our community, Nick currently serves as a Member of the Board for FIRST (Friends of Immigrants & Refugees in St. Louis), as well as BackStoppers of St. Louis (a charitable organization dedicated to assisting the families of fallen law enforcement officers and firefighters). He is also passionate about The Mission Continues (a charitable organization formed to assist veterans in continuing their missions through community service projects) and formerly served as Chair of the Leadership Committee. In 2011, Nick was the recipient of the Mission Continues Compass Award for Trust.
Principal - Sansone Group, LLC
Nick Sansone is a licensed attorney who is a member of the Missouri Bar Association. He is currently an active member of numerous professional organizations including: International Council of Shopping Centers (ICSC), CORFAC International and Young Presidents’ Organization (YPO). Nick currently serves as the Midwest Regional Chair for the Personal Investing Network with YPO and is a member of the Membership Committee for the Missouri Athletic Club. He is also a former member of the Advisory Board for Webster University.
Receiving a B.A. degree in Psychology from Webster University in 2001, Nick went on to earn his Juris Doctor (J.D.) from The John Marshall Law School in 2005.
s an active member of our community, Nick currently serves as a Member of the Board for FIRST (Friends of Immigrants & Refugees in St. Louis), as well as BackStoppers of St. Louis (a charitable organization dedicated to assisting the families of fallen law enforcement officers and firefighters). He is also passionate about The Mission Continues (a charitable organization formed to assist veterans in continuing their missions through community service projects) and formerly served as Chair of the Leadership Committee. In 2011, Nick was the recipient of the Mission Continues Compass Award for Trust.
MAIER ROSENBERG
Maier N. Rosenberg, CPA, GCMA
Partner - CohnReznick
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.
Partner - CohnReznick
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.
JASON OZUR
Jason Ozur
Senior Managing Director and Portfilio Manager - Lido Advisors, LLC
Jason joined Lido Advisors 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 is a licensed CPA (inactive) began his career at the CPA firm of Rothstein Kass (now KPMG) performing audits, preparing tax returns, and providing back office services for numerous hedge funds. In 1999, Jason joined the management team for a large family investment office. While working for the family, Jason was on the investment team that managed the family's investments, served as Vice-President of the family's investment advisory business, and CFO of its world-wide water conservation company that did business in over 22 countries. Prior to joining Lido, Jason provided financial oversight as controller of a multi-billion dollar Los Angeles based hedge fund.
Jason currently resides in Westwood with his wife and two daughters. He enjoys volunteering for his daughters’ school activities and playing a pick-up game of basketball.
Senior Managing Director and Portfilio Manager - Lido Advisors, LLC
Jason joined Lido Advisors 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 is a licensed CPA (inactive) began his career at the CPA firm of Rothstein Kass (now KPMG) performing audits, preparing tax returns, and providing back office services for numerous hedge funds. In 1999, Jason joined the management team for a large family investment office. While working for the family, Jason was on the investment team that managed the family's investments, served as Vice-President of the family's investment advisory business, and CFO of its world-wide water conservation company that did business in over 22 countries. Prior to joining Lido, Jason provided financial oversight as controller of a multi-billion dollar Los Angeles based hedge fund.
Jason currently resides in Westwood with his wife and two daughters. He enjoys volunteering for his daughters’ school activities and playing a pick-up game of basketball.
title 12
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INTRODUCING KEYNOTE SPEAKER
Dr. Frank I. Luntz
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"Frank Luntz is one of the most honored communication professionals in America today. “The Nostradamus of pollsters,” said Sir David Frost, while Time magazine named him one of “50 of America’s most promising leaders aged 40 and under,” and Newsweek magazine identified him as No. 24 on their Power Elite survey. In 2012, he finished 87th in a Time magazine global poll of the “most influential people in the world.” Frank was named one of the four “Top Research Minds” by Business Week, “the hottest pollster” by The Boston Globe, and was a winner of The Washington Post’s coveted “Crystal Ball” award for being the most accurate pundit. His focus groups have become so influential that presidential candidate Barack Obama had this to say following the PBS presidential debate: “When Frank Luntz invites you to talk to his focus group, you talk to his focus group.”
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Howard Ray Hix, Jr.
Co-Founder and Principal - Hix Snedker Ray partnered with Haymes Snedeker to form Hix Snedeker Companies after a successful law career. Together, they spent the next ten years financing and developing single-tenant and multi-tenant projects through in-house design and construction. Ray heads new business development while coordinating and financing projects. He holds a Juris Doctorate from the University of Alabama School of Law and a Bachelor of Science from the University of Alabama at Birmingham. Ray enjoys aviation, mountain sports and travel. He and his family reside in Fairhope, Alabama. |
Andrew W. Kline
Founder & Managing Director - Park Lane
Founder & Managing Director - Park Lane
Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. Kline has advised on M&A transactions in all of the major sports and also been fundamental in obtaining financing for many early stage sports-based businesses.
Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Kline was named to The M&A Advisor’s 40 Under 40 list. Kline was also named to SportsBusiness Journal’s 2016 Power Players List in the Advisory category and Los Angeles Business Journal’s 2017 edition of The Money Book celebrating the most influential people in Los Angeles finance. Prior to founding Park Lane, Kline was drafted by the NFL World Champion St. Louis Rams, for whom he played center and quick guard. After retiring from the NFL, Kline became an active investor in the San Diego and Arizona real estate markets and brought sizable returns to investors in his fund. Kline also founded The Australian Surf Academy (sold to Surf Diva in 2004) and The Athletes Agency (sold 49% in 2005). Kline also served as the Chairman of the Athletes for Rudy Giuliani Coalition during Giuliani’s bid for the presidency. He serves on the Board of Directors of the Navy SEAL Family Foundation and is very active in fundraising efforts for Special Forces and Special Operations Forces. Kline attended San Diego State University, where he majored in Psychology, and the Business Management & Entrepreneurship Program at the Stanford Graduate School of Business. Kline has FINRA Series 7 and 63 registrations. |
Richard Katz
Manager - Westridge Lending Fund
Manager - Westridge Lending Fund
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.
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.