Blog Archives

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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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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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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