Lido Consulting Events

Upcoming 2021 Events

Certificate in Financial Management for the Family Office

3-Day Virtual Event via Zoom

Pepperdine University Executive Education Graziadio Business School

This three day virtual program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions. We invite family office management personnel and advisors that work within the family office to explore 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.

1-3

november 2021

Real Estate: Looking Ahead to 2022

Hybrid Event: Virtual & In-Person

Luxe Sunset Boulevard Hotel

Lido Consulting is excited to welcome you back to in-person events with our Real Estate event at Luxe Sunset Boulevard Hotel on Thursday, November 18, 2021. Virtual attendance is also an option with this hybrid event. Be part of the conversation about the current climate and future of real estate on topics such as first trust deeds, opportunity zones,  commercial real estate, multi-family housing and much more. 

COVID safe protocols will be observed.

For information on available sponsorship opportunities please contact events@lidoconsulting.com

18

november 2021

16th Annual Family Office Investment Symposium

Hybrid Event: Virtual & In-Person

Loews Santa Monica Beach Hotel

The FOIS is our annual two and a half day Family Office Investment Symposium centered around the principles of preserving your legacy and investing in your future. In-Person and Virtual attendance options are possible with this hybrid event. The Investment Symposium is filled with educational presentations, panel discussions, entertainment, and networking opportunities to help further the conversation of legacy preservation within the family office space. We are excited to return to an in-person event for this year. Join over 400+ professionals and gain new insight about the latest investment opportunities.

COVID safe protocols will be observed.

For information on available sponsorship opportunities please contact events@lidoconsulting.com

23-25

February 2022

Check back frequently as we continue to announce our 2021 calendar of events.

2021 Past Events

7th Annual Due Diligence in Wealth Management

Virtual Event - Recordings Available On-Demand

Virtual Event

Lido Consulting’s 7th Annual Due Diligence in Wealth Management Forum provides a unique opportunity for investors to discuss essential issues, share ideas, and gain access to the latest information that will help them make informed decisions. Our event includes panel discussions with experts involved in investment research & due diligence. Each session briefly discusses topics and trends in these areas – Technology, Real Estate, Insurance, Cannabis, Family Office, and more.

Please note the event is only accessible using Chrome. You can download the browser for free  here.

Join us virtually On-Demand and enjoy everything that our online event platform has to offer:

  • Complimentary Registration for All Attendees
  • Interactive Exhibitor Booths
  • On-Demand Speakers and Panel Presentations
  • Attendee to Attendee Networking Chat and Video Calls
  • Happy Hour Entertainment Session

2020 Events

VIRTUAL

15th Annual Family Office Investment Symposium

Virtual Event

The FOIS is our annual two-day investment conference centered around the principles of preserving your legacy and investing in your future. This year our program is entirely virtual. The investment symposium is filled with educational presentations, panel discussions, entertainment, and networking opportunities to help further the conversation of legacy preservation within the family office space. Join over 400+ professionals from the comfort of your own computer and gain new insight about the latest investment opportunities.

18-19

November 2020

Certificate in Financial Management for the Family Office

(Virtual 3-Day Event via Zoom)
Pepperdine University Executive Education Graziadio Business School

This three day program invites family office management personnel and advisors that work within the family office to explore best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions.

5-7

October 2020

2019 Events

5th Annual Due Diligence & Cocktail Reception

The Peninsula Beverly Hills

The Due Diligence & Cocktail Reception is a time for us to all come together and recap on what worked and did not in 2019, as an effort to highlight best practices for handling due diligence for the year ahead. We will be discussing an array of topics that emphasize the holistic approach behind the art and science to due diligence.

20

November 2019

Governance & Impact Investing through Opportunity Zones

The Peninsula Beverly Hills
3:00 - 7:00 PM

Join us for engaging afternoon discussions and gain insight into the Opportunity Zone space. This day will include a panel discussion on the latest governance practices within Opportunity Zones, as well as a panel addressing this popular investment space from the Family Office perspective.

23

MAY 2019

Ladies High Tea

The Peninsula Beverly Hills

Join Lido Consulting, Inc. for our 5th Annual Ladies High Tea to network, shop, and share ideas with professional women in business at The Peninsula Beverly Hills. This event will be honoring female executives who demonstrate the definition of a leader and role model.

26

SEPTEMBER 2019

Luncheons

Beverly Hills & Newport Beach

Our luncheon meetings are designed to provide the opportunity to network and learn from your peers as well as to hear about the latest cutting edge ideas from experts in the area of family office management.

TBD

Year-Round

Interested in sponsoring an event? Contact Us!

We understand that every firm and company in the family office space is involved in unique business endeavors. For that reason, Lido Consulting has the ability to customize your perfect event. We want you to gain exposure while showcasing your company in the best light. Give us a call to discuss how we can create the ideal sponsorship package for you.

(310)278-8232

events@lidoconsulting.com