News & Press

Whitepaper: Cryptocurrency Craze!

“Cryptocurrency Craze!” Written By: Jeff Garden, CFA® | Senior Research Analyst & Portfolio Manager With the rise of cryptocurrencies comes a lot questions.  Jeff Garden breaks down what exactly cryptocurrencies are, considerations for this new form of digital money, who the


Mid Month Market Update: September 2017

Published 9.13.2017 The Equifax Data Breach: Options you Should Consider Now to Protect Yourself News reports indicate that credit monitoring company Equifax was hacked recently. Reports vary as to how many people were affected and how much data was stolen.


Monthly Market Update: September 2017

Published 9.7.2017 Introduction Equity markets have diverged into those that have peaked and those that can keep on going: The US and UK are showing signs of peaking while Europe, Japan and EM equity show signs of continuing at a


Monthly Market Update: August 2017

Published 8.30.2017 The Fall and The Markets- Steps to Take As we move into fall, there are several areas in the market that warrant both a pause and further consideration. Regardless of political affiliation, the challenges facing the President of


Monthly Market Update: July 2017

july 2017 market update lido

Published 8.10.2017 Introduction The fundamental recovery in earnings has made the rally bulletproof against Washington drama for now: Sales and earnings continue to recover globally, but none more strongly than in the US where the data has been very robust.


Gregory Kushner to speak at a Financial Services Roundtable

Please join Greg Kushner, Senior Managing Director and Chairman of Lido Advisors, LLC, as well as an exclusive group of your peers for appetizers, beverages, and engaging conversation sponsored by CohnReznick.  Together, the panel members will discuss: Leveraging Debt Funds:


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 |


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


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