|
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.
Marcia Nelson of Alberleen Family Office named to 2020 Most Influential Women in Mid-Market M&A12/16/2019
 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 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  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 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.
 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 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 (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. Emerging Managers Summit 2019 - NYC - The Importance of Minority and Women Owned/Managed Firms9/9/2019
Marcia Nelson moderating a panel on The Importance of Minority and Women Owned/Managed Firms at the Opal Emerging Managers Summit September 23rd and 24th, 2019 – NYC.
For more information on this event, please click here. |
|
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.