Family Office Update:
How are Regulatory Changes Impacting Private Equity Investing for Family Offices in 2017
Member Only Luncheon
Thursday, May 11, 2017
11:15am – 1:30pm
The regulatory environment for financial services continues to evolve in 2017. This is especially true for Private Equity participants.
Come hear from industry experts to find out what the guiding principles are for Family Offices in 2017. What are current industry best practices and what are some pitfalls to avoid? Please join us for a lively discussion with trusted advisors as well as the Family Offices directly.
Moderator, Marcia Nelson, Managing Director, Alberleen Family Office Solutions
Scott Gluck, Special Counsel, Duane Morris
Jay Levy, Partner, CohnReznick
Christopher Ray, Senior Principal Consultant, ACA Compliance Group
Andy Unanue, Managing Partner, AUA Private Equity Partner
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