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May 2017

BHEPC Meeting – Investment Panel Discussion

May 1, 2017 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Investment Panel Discussion Exploring: - Financial Services Industry - the evolution of the business of advice Asset Management - strategies used in delivering advice including Alternatives, Active and Passive investment strategies - Economics, Markets and Policy Perspectives Featuring Representatives from: Bank of the West Dimensional Fund Advisors First Republic Investment Management Ivory Capital

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June 2017

BHEPC Meeting – Summer Cocktail Reception

June 5, 2017 @ 6:00 pm - 8:00 pm
Sixty Beverly Hills Hote, 9360 Wilshire Blvd
Beverly Hills, CA 90212
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Please note the change in location Sixty Beverly Hills Hotel 9360 Wilshire Blvd., Beverly Hills | (310) 273-1400

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October 2017

BHEPC Meeting

October 2, 2017 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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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. As a by-product of his teaching and speaking engagements, Rob remains ahead of trends in estate planning and tax law.

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November 2017

BHEPC Meeting – Panel of experts on charitable giving

November 6, 2017 @ 6:00 pm - 8:00 pm

Philanthropy panel features: Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP Mr. Cafferata's practice is concentrated in the area of non-profit, tax, estate and trust law. Kent Seton, Seton and Associates Kent E. Seton, Esq., is the CEO and Chairman of the Board of the Edward Charles Foundation and a practicing lawyer in the philanthropic sector with his highly active law firm, Seton & Associates. He is a well known speaker; he has published legal articles on tax and…

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December 2017

BHEPC Meeting – Private Fiduciary Issues

December 4, 2017 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Speaker: Andy Gifford - Chief Fiduciary Officer, US Trust

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February 2018

BHEPC Meeting: Characteristics of Generationally Successful Family Owned Businesses.

February 5 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Characteristics of Generationally Successful Family Owned Businesses. What factors create success in longevity, and which prevent success. Speakers : Jim Hutcheson & Elle Hansen of Regeneration Partners James (Jim) went to work in his family owned business, never intending to stay there. Olan Mills Portrait Studios was a $35M, privately held company run by his two uncles. More than 20 years later he left as CEO/President of a $600M company with operations throughout North America and Europe. As family challenges began to impact…

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March 2018

BHEPC Meeting – Tax and Estate Planning for Postmortem Celebrity

March 5 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Speaker - Brad Cohen, Jeffer, Mangels, Butler and Mitchell Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including mergers and acquisitions, financing and business succession planning, income tax planning, and estate tax planning, all on an integrated basis. Brad is best known for his business and tax advice related to the motion picture, television, music, emerging media and sports industries. One of the focuses of his practice is coordinating the relationships among the entertainment, advertising…

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May 2018

BHPEC Meeting: Investments

May 7 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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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 DuPont, he designed the strategic asset allocation for the pension trust fund and managed the global tactical asset allocation portfolio. He also had investment oversight…

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October 2018

BHEPC Meeting – Certificates of Independent Review – Judge David Cowan

October 1 @ 6:30 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Judge David J. Cowan is a judge for the Superior Court of Los Angeles County in Los Angeles County, California. He was appointed to the court by Governor Jerry Brown on June 18, 2014. Cowan received his undergraduate degree from Columbia University and his J.D. from the University of California, Hastings College of the Law.

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November 2018

BHEPC Meeting – State of LA Economics – Dr. Somjita Mitra – Sponsored by The Cilic Group

November 5 @ 6:00 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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For more information on our sponsor, go to https://www.cilicgroup.com/ Featured Speaker: Somjita Mitra, Ph.D. Somjita Mitra is the Director of the Institute for Applied Economics at LAEDC. She joined the Institute for Applied Economics as an Economist in June 2013. She is involved in the planning, designing and conducting of research and analysis for consulting clients and local businesses and governments, as well as for LAEDC’s internal departments. Her focus is in regional analysis, economic impact studies and the industrial…

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