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1875 Century Park E #950, Los Angeles, CA 90067

events@lidoconsulting.com | Tel: 310-278-8232

Disclaimer: Lido Consulting Inc. is affiliated with Lido Advisors, LLC and Oakhurst Advisors, LLC and provides and promotes educational and professional networking events and forums. Lido Consulting Inc. does not offer advice on investments, and nothing reflected herein is a recommendation of or offer to sell or buy securities

Speakers

Vice President

Gary Rossi

Fidelity Investments

Associate

Matthew Goldman

Sheppard, Mullin, Richter & Hampton LLP

Conference Chairman, Founder & CEO

Gregory Kushner

Lido Consulting

Partner

Matthew Nesburn

Akin Gump Strauss Hauer & Feld LLP

Senior Sales Executive

Jeffrey Minnick

Trust Provident

Partner

Aytan Dahukey

Sheppard, Mullin, Richter & Hampton LLP

Founder & Managing Partner

David Schwartz

Fort Amsterdam Capital

Partner-in-Charge, Personal Wealth Advisors Group

Tim Speiss

EisnerAmper LLP

CISP, Senior Leader, Channel Strategy & Education

Lindsay Mersino

Trust Provident

Senior Managing Director, President

Jason Ozur

Lido Advisors

CEO & Co-Founder

Chris Loeffler

Caliber

EVP Portfolio Manager

Laus Abdo

Watt Funding

Chief Revenue Officer

David Lessing

Addepar

Conference Director & Senior Managing Director

Alyssa Weinberger

Lido Consulting

President & CEO

Brian Buehler

Triton Pacific Securities, LLC

COO - Americas

Mike Slemmer

FundCount

Larry Namer
President/CEO, Metan Global Entertainment Group