4th Annual Trusted Advisor Summit
Hosted by
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:◗The 4th annual gathering of professionals with A-list celeb clients, musicians, pro athletes, creators, and celebrity family offices.
12:00 PM: Doors Open
12:30 PM: Welcome Remarks
12:35 -1:20PM: Protecting Assets in Times of Uncertainty with David Warren (A Bridgeford Trust Company), John Apuzzo (MGO), Brad Cohen (JMBM), Warren Cohn (Morgan Stanley) and Sam Pugatch (NFP).
1:20-1:30 PM: Resilient Real Estate: Navigating Uncertainty with Tech-Driven Investments with Brett Lipman (Preylock)
1:30 - 2:00 PM: Financial and Audit Challenges in the Music Industry with Alice Madolciu (Crowe Soberman), Michael Williams (Prager Metis), and Lauren Cole (Cole Media).
2:00 - 2:40 PM: Navigating the Creator Economy: Managing Influencer Talent in a Global Market with Reggie Gooden (360 Business Management), Danielle Garno (Holland & Knight), Chetal Patel (Bates Wells), Lizette Gomez (Cast & Crew Entertainment), and Rochelle Yambao (Axos Bank).
2:40-3:20 PM: Afternoon Break
3:20 - 3:50 PM: Rebuilding Los Angeles: The Entertainment Community’s Role in Recovery with John Dustman (Axos Bank), Mary Russell (Higginbotham), Aaron Dresden (Peak Projects), and Matthew Hoffman (Trusted Advisor).
3:50 - 4:25 PM: Wellness Playbook: Supporting the Health of Athletes and Entertainers with Dr. Dov Gold (MindFull Neuropsychology & Psychology), Dr. Eric Blum (Synergy Concierge Chiropractic & Physiotherapy), Hannah Artille (Legacy Homecare LA), and David Gehn (Fox Rothschild).
4:25 - 4:35 PM: Quick Bite: Tailored Experiences in Private Aviation with Michael Palagonia (Apollo Jets) and Eduardo Pabellon (Gelfand Rennert & Feldman).
4:35 - 5:15 PM: From Field to Future: Strategic Branding, Philanthropy, and Financial Growth for Top Tier Athletes with Eduardo Pabellon (Gelfand Rennert & Feldman), Jodie Blum (The Co-llective Social Impact Agency), and Justin Bass (MAI Capital).
5:15 - 7:15 PM: Cocktail Hour
This event is proudly sponsored by: Prager Metis, Bridgeford Trust Company, The Fine Art Group, A Cast and Crew Company, Legacy Homecare LA, Apollo Jets, Axos Bank, City of Hope, BILL, MGO, Higginbotham, Morgan Stanley, and Preylock.
All guests must be approved by the host to attend. Attendee spots are non-transferable.
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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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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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