Lido Consulting Events

Upcoming 2020 Events

15th Annual Family Office Investment Symposium

The Loews Santa Monica Beach Hotel

The FOIS is our annual two and a half day investment conference centered around the principles of preserving your legacy and investing in your future. 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 and gain new insight about the latest investment opportunities.

18-20

March 2020

Certificate in Financial Management for the Family Office

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 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