Family Office Morning Seminar/Working Breakfast: Seeking Upside Potential While Keeping Tax Considerations In Mind

This  seminar/working breakfast will highlight variable insurance products and underlying investment options.

Topics include:

• Family office case studies
• Investment landscape
• Types of investments that work well within the product
• Different asset classes/alternatively varying strategies
• Potential risks

Speakers: (in alphabetical order by speakers’ last name)

Henry Bregstein, Katten Muchin Rosenman

David Friezo, Frisa Family Office**

Sandy Geyelin, Lombard International*

Kara Gula, Third Point

Penn Redpath, Lombard International*

Steven Shenfeld, MidOcean Partners

Sponsored by Lombard International

*Securities offered through Lombard International Distribution Company, Member FINRA

**Frisa Family Office is not affiliated with Lombard International Distribution Company