5th Anniversary Trusted Advisor Summit

Thursday, Jan 22

12:30pm – 7:00pm

PTGMT

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Membership required — apply to join today.

Join us in LA as we celebrate five years of connection and collaboration at the 5th Anniversary Trusted Advisor Summit — a day bringing together our community of leaders shaping the future of music, entertainment and sports. 12:30-1:00pm: Doors Open. 1:05-1:45pm: From Superstar to Structure: Running the Financial Life of Talent Like a Family Office: A look at how advisors are increasingly operating as full-scale family offices for talent, managing complex entities, investments, governance, and long-term strategy, with Justin Bass (MAI Capital Management), David Warren (Bridgeford Trust Company), Alexandre Lin (SumIt Software), Lisa Barringer (360 Business Management), and Reggie Gooden (360 Business Management). 1:45-2:25pm: The New Music Money Stack: Data, Advances, and Smarter Financial Decisions: How modern capital tools, data visibility, and cash-flow planning are reshaping financial decision-making for artists and their teams, with Michelle Greener Goodman (beatBread), Chelsey Bolotin (BILL) and Rachel Gottlieb (Morgan Stanley Private Wealth Management). 2:25-3:00pm: Creator as Enterprise: Capital, Control, and Brand Expansion Beyond Endorsements: As creators build real businesses, this session examines deal structures, IP, and long-term brand ownership beyond one-off partnerships, with Ellie Heisler (Nixon Peabody LLP), Carron Mitchell (Nixon Peabody LLP), and Matthew Gilbert Aranoff (Fulton Management). 3:00-3:40pm: Afternoon Break. 3:40-4:20pm: The Big Check Moment: What Happens When the Money Hits: What advisors need to think about the moment liquidity arrives — from banking and real estate to debt, planning, and risk management, with Rochelle Yambao (Axos Bank), Jon Grauman (Resident Group), Adam Rosenfeld (Resident Group), Neil Patel (Insignia Mortgage), and Adele Florendo (BNY Wealth). 4:20-5:00pm: The Tour as a Moving Company: Financial Control on the Road: A behind-the-scenes look at touring as a mobile business, covering budgeting, payroll, logistics, and financial discipline while everything is in motion, with Steven Eggart (Wiles + Taylor & Co. P.C.), Sooner Routhier (Sooner Rae Creative), and Sharon Lee (High Road Inc.). 5:00-7:00: Cocktail Reception. This event is proudly sponsored by: Morgan Stanley Global Sports and Entertainment, Cast & Crew Live Entertainment, Resident Group, Axos Bank, Prager Metis, beatBread, SumIt, Bridgeford Trust Company, MGO, and BILL. _____ This is a private, invitation-only event for Trusted Advisor members and select guests. For questions, please contact Olivia@trustedadvisor.la. _____ Trusted Advisor is a private, invitation-only community for advisors working with the most influential figures in the world—A-list talent, professional athletes, chart-topping musicians, bestselling authors, producers, creators, and rising stars across industries. They handle their clients' complete picture: from their banking and bill pay to insurance, cyber-security, business ventures, large purchases and investing. With a global presence, Trusted Advisor hosts more than 100 gatherings annually, bringing together experts in law, finance, tax, security, and reputation management. These include dedicated programs such as Trusted Women, Trusted Sports, and private forums across chapters in New York, Los Angeles, London, Manchester, Zurich, Atlanta, Miami, Nashville and beyond. See more at: https://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.

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