Pepperdine University
24255 Pacific Coast Highway
Malibu, CA 90263
Monday, October 26 – Wednesday, October 28, 2015
The Certificate in Financial Management for the Family Office program is a two and a-half day curriculum-based training program developed by Pepperdine University Graziadio School of Business and Management in association with Lido Consulting, Inc.
Program attendees learn best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions. The program will be instructed by both Pepperdine faculty members and industry experts.
Contact Name: Karel Kreshek
Contact Email: karel.kreshek@pepperdine.edu
Contact Phone: (310) 568-5787
Instructor: Davide Accomazzo, Adjunct Professor of Finance, Graziadio School of Business and Management Adam Checchi, Managing Partner, Checchi Capital Advisers Rick Flynn, Managing Partner, Flynn Family Office (FFO) Jeff Garden, Senior Research Analyst, Lido Advisors, Inc. Danny Seo, Director of Marketing and Development Hannah Shaw Grove, Principal, HSGrove on Private Wealth Roy P. Kozupsky, Partner & Co-Chair of the Private Client Department, Smith, Gambrell & Russell, LLP Greg Kushner, Founder, Lido Advisors, Inc. JoAnne Norton, Consultant, The Family Business Consulting Group Benjamin F. Renzo, Founder and Managing Partner, Premier Family Office Shaun Skeris, Director, Pioneer Wealth Partners
Cost: $2,362.50 per participant $2,262.50 Early Bird Discount - available until 9/26/2015 $2,000 LIDO discount code 20% discount for all Pepperdine alumni Please note: only one discount applies per registration Program includes materials and meals each day
RSVP:
24255 Pacific Coast Highway
Malibu, CA 90263
Monday, October 26 – Wednesday, October 28, 2015
The Certificate in Financial Management for the Family Office program is a two and a-half day curriculum-based training program developed by Pepperdine University Graziadio School of Business and Management in association with Lido Consulting, Inc.
Program attendees learn best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions. The program will be instructed by both Pepperdine faculty members and industry experts.
Contact Name: Karel Kreshek
Contact Email: karel.kreshek@pepperdine.edu
Contact Phone: (310) 568-5787
Instructor: Davide Accomazzo, Adjunct Professor of Finance, Graziadio School of Business and Management Adam Checchi, Managing Partner, Checchi Capital Advisers Rick Flynn, Managing Partner, Flynn Family Office (FFO) Jeff Garden, Senior Research Analyst, Lido Advisors, Inc. Danny Seo, Director of Marketing and Development Hannah Shaw Grove, Principal, HSGrove on Private Wealth Roy P. Kozupsky, Partner & Co-Chair of the Private Client Department, Smith, Gambrell & Russell, LLP Greg Kushner, Founder, Lido Advisors, Inc. JoAnne Norton, Consultant, The Family Business Consulting Group Benjamin F. Renzo, Founder and Managing Partner, Premier Family Office Shaun Skeris, Director, Pioneer Wealth Partners
Cost: $2,362.50 per participant $2,262.50 Early Bird Discount - available until 9/26/2015 $2,000 LIDO discount code 20% discount for all Pepperdine alumni Please note: only one discount applies per registration Program includes materials and meals each day
RSVP: