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’s flagship event - The Family Office & Private Wealth Management Forum - Newport RI - Newport Harbor Island Resort


October 7-8, 2023  Family Office Club - Private Investor Deal Flow Expo - San Francisco - Hyatt Regency


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