THOUGHT LEADERSHIP /

SPEAKING & MEDIA MENTIONS

Listed here are some of our recent speaking engagements and examples of thought leadership in the media.

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Apr

06

2018

Ron LaVelle speaker at ACG SF event

Ron LaVelle served on a panel discussing strategies and opportunities in family office investments at the ACG SF April 2018 Breakfast Series. The event was held in San Francisco, California.

Mar

01

2016

Lynne Born Panelist For Markets Group Us Private Wealth Forum

Lynne Born was a panelist for the “Family Governance & Dynamics” session, exploring family governance best practices, cyber security for ultra high-net-worth families, and other matters. The forum was held at the Hilton San Francisco Financial District in San Francisco, CA.

Dec

02

2015

Brian Jeffs Panelist For Daily Journal’s Corporate Governance 2015

Brian Jeffs spoke on a panel on “Corporate Governance in Family Businesses” focusing on the unique dynamics of passive family members, next generation involvement and non-family stakeholders. The conference on “Today’s Best Practices and Practical Advice for Private Companies” was held at the Le Meridien hotel in San Francisco, CA.

Nov

05

2015

David Mugmon Moderated A Panel At Marcus & Millichap / Ipa: Multifamily Forum

David Mugmon, tax partner, moderated a panel at the Marcus & Millichap / IPA: Multifamily Forum San Francisco Bay Area 2015. The panel discussed “Welcome to the Neighborhood: A New Development Power Panel” focusing on the latest updates from the developers, owners, and investors behind the Bay Area’s newest multifamily projects.