Education Session No. 618
Tax Efficient Strategies and Risk Management Techniques for Individuals and Families
DATE: Tuesday, March 22nd, 2016
SPEAKERS:
Margo Doyle, Chief Investment Officer, S-Cubed Capital
Lucy S. Lee, Partner, Akin Gump
Judith M. Moses, CFA, Partner & Portfolio Manager, Evercore
Benjamin Sloan, Principal and Senior Wealth Advisor, Bessemer Trust
Natasha G. Kohne, Moderator, Partner, Akin Gump
HOST: Akin Gump Strauss Hauer & Feld LLP
LOCATION: Villa Taverna
27 Hotaling Place (bt. Washington St. and Jackson St.)
San Francisco, CA 94111