Speaker: Paul Bosse, Senior Economist from The Vanguard Group   Mr. Bosse is a principal with Vanguard Investment Strategy Group. He consults with institutional clients on asset allocation and portfolio construction. Before joining Vanguard in 2006, Mr. Bosse was director of asset allocation and chairman of the investment committee at DuPont Capital Management. While at[...]

Robert Strauss, Weinstock Manion "Pre-Liquidity Event Planning" As a teacher of Advanced Estate Planning at UCLA Extension and a frequent speaker, Rob is well-versed at communicating sophisticated estate planning concepts to a diverse audience. He enjoys the challenge of ensuring that everyone in the room, regardless of background, gains a visceral understanding of the topic.[...]

Speaker: Jonathan C. Lurie, Venable LLP Los Angeles estate planning and administration specialist Jonathan Lurie of Venable LLP regularly advises ultra high net worth individuals and families, both domestically and internationally. One source says: "He's funny, very results-oriented, super-smart and an expert in valuations of private business." A peer describes him as a "very fine lawyer. He has[...]