conferences/ speaking engagements

June 1-2 - IMN -  The 7th Annual  Family Office and Private Wealth Management Forum (West) - Dana Point, CA- Waldorf Astoria Monarch Beach  


June 5-7 - CAASA - Alternative Perspectives 2023 - Vancouver, Canada, Pan Pacific Vancouver Hotel - Keynote Speaker 


​July 10-12  - Opal Group The Family Office & Private Wealth Management Forum - Newport RI - Newport Harbor Island Resort


​September 6-9 - Family Office ClubPrivate Investor Deal Flow Expo  - San Francisco, CA-Hyatt Regency - Speaker                09/7/2023 - 11:10am : Driving Growth with Private Equity and Venture: Deal Structures + Opportunities 


September 17-19 - Institutional Investor -  ​The 20th Annual Institutional Investor Family Office Wealth Conference -  Laguna Beach, CA - Montage 


September 27-28TH - Disaster Expo California - ANAHEIM CONVENTION CENTER


October 3-4   Markets Group - 6th Annual Private Equity - San Francisco , Julia Morgan Ballroom 


October 4-5 - Global Capital Network Investor Conference  - Newport Beach, California - Hyatt Regency


October 11-12-TFOATFOA’s Annual Single Family Office Symposium - Fort Worth, TX


October 18-20 - Opal Group - ​Family Office & Private Wealth Management Forum West 2023 - -Napa Valley Marriott Hotel & Spa, Napa, CA


November 2 - DC Finance - The West Coast Family Office & High Net Worth Individuals Conference Beverly Hills, CA - The Maybourne 


November 6-7 - Beryl Elites Alternative Investments & Innovations Conference - New York City. 


November 14 - ​Markets Group -Private Wealth Southern California  Forum, Beverly Hills, The Maybourne