3rd Annual Trusted Advisor Summit

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The 3rd annual gathering of professionals with A-list celeb clients, musicians, pro athletes, creators, and celebrity family offices. AGENDA: 12:30-1PM: Doors open. 1:05-1:55PM: Creative Capital: The Celebrity Entrepreneur Experience with Dave Young (Cooley), Audrey Benoualid (Myman Greenspan Fox Rosenberg Mobasser Younger & Light LLP), Jennie Sowers (Corient), Rochelle Yambao (Axos Bank) and Amanda Schupf (MAX Music). 1:55-2:35PM: Fortifying Fame: Safeguarding Sports and Entertainment Fortunes from AI and Tax Threats with Brad Barros (Private Risk Partners), Megan Earhart (Jeffer Mangels Butler & Mitchell LLP), Malcolm McNeil (ArentFox Schiff), Henry Root (Counsel LLP), and Mayer Nazarian (Nazarian Law & Tax Group, Inc.). 2:35-2:45PM: Quick Bite: Tailored Experiences in Private Aviation with Al Palagonia (Apollo Jets). 2:45-3:15PM: Economic Perspectives for 2024 with David Park (Axos Bank). 3:15-3:45PM: Afternoon Break 3:45-4:25PM: Global Routes: Navigating Taxation, Regulations & Travel for High Profile Clients with Zoë Camp (Harbottle & Lewis), Ananth Balasingam (Crowe Soberman), John Apuzzo (MGO), Morgan Schoonhoven (The Fine Art Group), and Jim Robinson (Barnes & Thornburg LLP). 4:25-4:50PM: Acquiring Creative Legacies: Unlocking Revenue from Music Catalogs and Rights with Michael Damore (Sound Royalties), Hayley Silvertown (Willkie Farr & Gallagher LLP), and Olivier Chastan (Iconoclast). 4:50-5:30PM: Resilience & Trust: Safeguarding High-Profile Clients from Threats with Prashanth Challa (Morgan Stanley), Joseph Rust (Prager Metis), Mitchell Schuster (Meister Seeling & Fein PLLC), Scott Speranza (inAssist), and Sam Pugatch (NFP). 5:30PM: Closing Remarks 5:30-7PM: Cocktail Reception This event is proudly sponsored by: Axos Bank, Prager Metis, BILL, The Fine Art Group, MGO, Gravitas Insurance, Private Risk Partners LLC., InAssist, Morgan Stanley Global Sports & Entertainment, and Sound Royalties. All guests must be approved by the host to attend. Attendee spots are non-transferable. __ Interested in joining the #1 Membership group for entertainment, music and pro sports advisors? See more at: https://trustedadvisor.la/membership/ For info on partnering please email Matthew at matthew@trustedadvisor.la __ By RSVPing and/or attending, you consent to being photographed, filmed, and/or recorded in addition to your information being stored by the event organizer and could be shared with the partners of the event.

Guest List

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