Events

Matt Fleissig will speak on “After the Deal is Done: Navigating the complicated field of M and A is only the beginning” panel at the Virtual Advisor Summit hosted by IC Summits.

Jeff Scheer will be a speaker on the “Manager selection with ESG considerations” panel at Opal Financial’s virtual ESG Investment Forum 2020.

John Elmes will participate in a panel discussion on accounting and reporting at the Virtual Family Office Planning & Structure Forum hosted by Opal Financial.