Blog Archives

Pepperdine Certificate in Financial Management for the Family Office

  Please join us for the Certificate in Financial Management for the Family Office- Professional Competencies: Your Toolbox for Working with Legacy Families from June 19-21, 2017 at Pepperdine University. Alyssa Weinberger and Gregory Kushner will be speaking. 


Gregory Kushner and Jeff Garden participate as guest professors for a Pepperdine University Executive Program

Certificate in the Financial Management for the Family Office Session 7: Asset Allocation and the Family Office, Investment Strategies: Due Diligence, Selection & Monitoring, and Measuring Risk for the Family Office Monday,  October 26 – Wednesday, October 28, 2015 | Pepperdine University, Graziadio School of Business and Management | Malibu,

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New Whitepaper Available: Dealing with Fear and Loss

A Financial Perspective “Dealing with Fear and Loss” Written By: Jeff Garden, CFA | Senior Research Analyst & Portfolio Manager Jeff Garden educates us on a recent current event, volatility. Mr. Garden puts us on the straight and narrow by simply stating what’s fact and fiction that mainstream media was

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Insight to the Innovative Real Estate and Finance Conference

Topic: “Unconventional Capital Sources: Discover Funding Sources Other than Debt and Equity (Family Offices, Vendors, Tenants, Contractors, Municipal Inducements, Environmental Grants)” Tuesday, October 6, 2015  | 8:25-9:10am | The Sheraton Gateway LAX | Los Angeles, CA This session will discuss how operators should consider approaching family offices for their real estate

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Q3 September 2015 Newsletter

Market Review: Return to Volatility September marked the end of the most volatile quarter since 2011, with global equity markets seesawing over global growth woes and central bank decisions.  This may have been the reason why the Fed decided to hold off  on another rate hike.  In this newsletter, we

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August 2015 Newsletter

Market Review: A Butterfly Flapped its Wings in China August was hectic, with most of the world’s stock markets going into correction territory due to the weakness in China and other Emerging Markets.  On the bright side, it appears the U.S. was the only country that was accelerating in the

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Jason Ozur Joins Fidelity’s Inside Track – M&A Panel

Aligning M&A with Your Firm’s Business Strategy Tuesday, August 18, 2015  | 3:15-4:15pm | The Ritz Carlton | Dana Point, CA How can mergers and acquisitions help you achieve your goals? Join industry M&A experts and Fidelity’s Practice Management Consultants as they take you through the building blocks of an effective

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New White Paper Available: On Diversification

A Financial Perspective “On Diversification” Written By: Jeff Garden, CFA | Senior Research Analyst & Portfolio Manager Jeff Garden lends his professional insight on diversifying one’s portfolio. Diversification is one of the pillars to investing and Mr. Garden is on the mark when discussing the concept of diversity, especially when

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Q2 June 2015 Newsletter

Market Review: Uncertainty The second quarter of 2015 was an interesting one, to say the least.  Year-to-date through the end of the quarter the S&P was basically flat and the DJIA slightly in negative territory. We at Lido, spend our time researching where the market might be going vs. where

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Q1 March 2015 Newsletter

Going Forward: The Beginning of the End What a difference a quarter makes. The market is like a puzzle where the pieces are ever‐changing—once you have a complete investment portfolio together… it is almost certain that the market and world economy trigger a need for change. At Lido, we are

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