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Things of interest

Adam Goodfriend to speak at ACG's Family Office Breakfast meeting on Tuesday, March 10th

3/2/2020

 
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Adam Goodfriend to speak at ACG's Family Office Breakfast meeting. Join us on Tuesday, March 10th for a lively and informative panel discussion with industry experts, including family office CIOs and a family office economist, on the measures they are taking now in order to protect against a possible downturn. 

ONLY OPEN TO: Single Family Offices
For more details and to RSVP, please click here.
Please contact Vikash Magdani with any questions or to find out if you qualify to attend.

The Alberleen Group welcomes Jean Case and Jim Sorenson as the opening keynote speakers for their Family Office Innovation Summit in Salt Lake City, UT Feb. 4-6

1/15/2020

 
We are thrilled to have Jean and Jim join us this year, says Adam Goodfriend, CEO and CIO of The Alberleen Group, and we are excited to have them kick off our summit and share their thoughts and experiences around philanthropy, impact, and investing.

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Marcia Nelson of Alberleen Family Office named to 2020 Most Influential Women in Mid-Market M&A

12/16/2019

 
Congratulations to Marcia Nelson! Please read Marcia's interview by clicking on the button below. 
Read Article

Come and Innovate with us at the 2020 Family Office Innovation Summit - February 4-6, 2020 in Salt Lake City, UT

12/3/2019

 
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We invite you to join us February 4-6, 2020 in Salt Lake City, Utah, to gather with other family offices, share ideas, network and have some fun!

Tuesday, February 4th Kick off Reception and Dinner
Wednesday and Thursday, February 5th & 6th


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Bryan Kobel will be speaking at the 2019 Regional Biotech in Doylestown, PA on Friday, November 15th.

11/11/2019

 
Join us at the 2019 Regional Biotech Conference in Doylestown, PA on Friday, November 15th.
 
This year’s theme is "Show Me the Money: Life Science Startup Fundraising". Bryan Kobel will be speaking on: How Early is Too Early: Family Offices and Biotechs.

For more information, please click here.
For any inquiries please contact: events@hepb.org

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Marcia participated in Family Office Connect panel

10/30/2019

 
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Family Office Connect's October 30th, 2019, conference was a great success. Marcia participated with other family offices at this annual conference in NYC and we're looking forward to future opportunities!

Marcia moderates NextGen FO Entrepreneurs panel

10/29/2019

 
Marcia NelsonMarcia Nelson
On October 29, 2019, Marcia moderated a panel of "NextGen Entrepreneurs" for The East Coast Family Office & High Net-Worth Conference run by DC Finance. For more information about the conference, please click here.  

Paying it forward - speaking with MBA students at BYU

10/25/2019

 
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Marcia Nelson (Alberleen) and Katherine Hill Ritchie (NottinghamSpirk Family Office) were invited to speak to a group of MBA students at Brigham Young University in Provo, UT. They shared some insights into their careers, answered questions about work/life balance, and enjoyed sharing their experiences with the future generation.

Marcia Nelson to moderate a panel at The East Coast Family Office & High Net-Worth Conference on Oct 29th

10/22/2019

 
Marcia Nelson to moderate the Next Generation Entrepreneurs panel at The East Coast Family Office & High Net-Worth Conference on October 29th. 
 
For more information on this event, please click here. 

Alberleen Family Office Solutions will host the Hillview Group in our “Eat & Educate” series on September 12th at 12pm

9/9/2019

 
Alberleen Family Office Solutions (AFOS) is pleased to host another in its “Eat & Educate” series to discuss: Ozone Investments are Everywhere – But are they Right for Everyone? 
​
​Please join us on September 12th at 12pm when Hillview Group’s founder Nadav Livni joins us to share his thoughts on US work-force housing market opportunities. Nadav will explain Hillview’s proven strategy to maximize returns without reliance on tax subsidies, and create long-tern sustainable value within neighborhoods without fear of gentrification.

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    Upcoming events

    Mar. 10
    AFOS CEO/CIO Adam Goodfriend on ACG Family Office panel 
    New York, NY

    PAst Events

    Feb. 4-6
    Alberleen Family Office Innovation Summit in Salt Lake City, UT
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Copyright © 2020.  All rights reserved.
None of the information contained in this web site constitutes a recommendation, solicitation or offer by Alberleen or its affiliates to buy or sell any securities or other financial instruments of any person or provide any investment advice or service.  All securities are offered exclusively through Worden Capital Management, a broker-dealer member of FINRA and SIPC.
  • Home
  • What We Are
  • Who We Serve
    • Family Offices
    • Companies
    • Private Equity & Financial Sponsors
  • What We Do
  • Our Senior Team
  • Things of Interest
  • Contact Us