2nd Annual Trusted Advisor Summit

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(Strictly Invite-Only & Non-Transferable) The 2nd annual gathering of professionals with A-list celeb clients, musicians, pro athletes, creators, and family offices. This Summit is proudly supported by Axos Bank and our partners. Agenda: 9:30 AM: Doors open 10:00 AM: Opening Remarks by Matthew Hoffman and David Park 10:10 AM: No One Likes Paying the Bills, Until They Do with Alex Mar and Tate Henshaw 10:40 AM: Advanced Tax and Asset Protection Planning for Athletes, Entertainers and their Managers with Brad Barros, Brad Cohen, Henry Root, Malcolm McNeil, Andy Anderson and Daniel Regan 11:20 AM: Mastering the Music Business: A Discussion on Songwriting, Publishing, AI and Royalties with Lucas Keller, Tushar Apte, Gino the Ghost and Rochelle Yambao 12:00 PM: Lunch Break 12:30 PM: Pulling Back the Curtain: The Art World and The High-Profile Collector with Anita Heriot, Shane David Hall and Jennifer Dantona 1:00 PM: Innovation in Banking – the Importance of Technology in Finance and its Impact on Day-to-Day Operations with Axos Bank and Matthew Hoffman 1:40 PM: Where Finance Meets Music: Utilizing Financial Tools to Enhance Your Craft with Alex Heiche, Carron Mitchell, Ty Baisden and Matthew Hoffman 2:20 PM: Afternoon Break 2:40 PM: Modernizing the Client Experience to Exceed Growing Expectations with Robert Mallernee, Laura Rutebuka, Maddie McCarthy and Mark Pariser 3:10 PM: Film, the State of Streaming and Complex Rights Deals with Jody Simon, Steven Seagle, Hillary Levi and Ilyssa Adler 4:20 PM: Money Talks: Insights from Top Business Managers with Jennifer Coyne, Josh Klein, Tony Smalls and Matthew Hoffman Followed by a cocktail reception until 6pm This event is proudly sponsored by: Axos Bank, Bill (formerly Bill.com), Enjinstarter, Sound Royalties, Eton Solutions, Private Risk Capital Development Advisors and The Fine Art Group. ___ 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

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