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September 2019

Lifestyles Roadshow, Chicago- Exclusive Members-only event- Jonathan Nieh, Esq.

September 7, 2019
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Trowbridge Sidoti LLP proudly sponsors the Lifestyles Roadshow event.

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Lifestyles Unlimited Roadshow-Exclusive Members-only event. Detroit, MI. David Utley

September 28, 2019
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Trowbridge Sidoti LLP proudly sponsors the Lifestyles Roadshow Event.

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October 2019

Lifestyles Unlimited Roadshow- Newport Beach Ca. – Gene Trowbridge, Esq. CCIM

October 12, 2019
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Trowbridge Sidoti is a proud sponsor of the Lifestyles Unlimited Roadshow.

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LIfestyles Unlimited Roadshow. Seattle WA- Jeff McConnell & Lauren Hampton

October 19, 2019
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Trowbridge Sidoti is a proud sponsor of the Lifestyles Unlimited Roadshow.

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December 2019

IMN Non-LIsted Alternatives West – Jonathan Nieh, Esq.

December 4, 2019 - December 5, 2019
Monarch Beach Resort, 1 Monarch Beach Resort
Dana Point, CA 92629 United States
Information Management Network

            Sales of non-listed retail alternatives continue to rise. With a growing variety of product structures, sponsors, investment strategies and methods by which to invest, retail investors have more options than ever before. But all products are not created equal for all investors, particularly against an uncertain economic backdrop. Private and public non-listed retail alternatives, the factors impacting their investment potential and their place in investors' portfolios will be discussed along with key operational issues…

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November 2020

5TH Annual West Institutional Real Estate Investor Forum- Jillian Sidoti, Esq. CCIM

November 18, 2020
Marines Memorial Club & Hotel, 600 Sutter St
San Fransico, 94102 United States
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The 5th Annual West Institutional Real Estate Investor Forum is a local peer to peer educational meeting exclusively for the institutional and HNW wealth management community with a specific focus on allocations to real estate. The program agenda has been developed through extensive local travel and feedback from the local markets including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional & HNW wealth management asset owners including public and corporate pension plans, endowments,…

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