You had to be there!

Recap: 2021 Trusted Advisor Summit

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We launched Trusted Advisor last August, in the middle of the pandemic, with our first virtual Summit. After 15 months of operating virtually we were thrilled to host the 2021 Trusted Advisor Summit this last Wednesday, Nov 10th, at the beautiful Mayan theater in Downtown LA.

With close to 30 speakers, the day was filled with insight from the most innovative and talented business managers, artist managers, entertainment attorneys, investment advisors, technologists and trusted advisors – speaking on a wide range of topics relevant to HNW entertainment, music and sports clients. The 100+ attendees fit the same mold.

Many of the speakers, sponsors and attendees have supported Trusted Advisor since day 1 and for that we offer a heartfelt thank you to everyone involved. We can’t wait to develop new ways to bring everyone together and share information into 2022 and beyond!

We also want to thank our sponsors for the event – it wouldn’t be possible without them. This includes Momentous Insurance Brokerage, Bill.com, Signature Bank, Stem, and Axos Bank. These companies and the folks that work there are huge resources for the community and have been helping support artists and their teams for a long time. We also want to thank our media partners for the event, Music Business Association and Music Managers Forum.

Here are some pics from the event – if you weren’t able to make it this year we hope you will for our 2022 events. Stay tuned!

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Matthew Hoffman (Trusted Advisor)
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Money on My Mind: Financial Planning Strategies for 2022: Reggie Gooden and Joshua Martin (818 Management) and Julian Schubach (ODI Financial)
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The Future of Business Management: Nicholas Judd (Leftbrain), Babette Campbell (Armanino) and Belva Anakwenze (Abacus Financial Business Management)
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How NFTs Will Change the Entertainment Industry: Joe Conyers III (Crypto.com) and John Kraski (NFT Genius)
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Creative Bets: Investing in the Creator Economy: Will Quist (Slow Ventures) and Milana Lewis (Stem)
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Leveraging an Audience: Name, Image, Likeness Deals: Justin Giangrande (The Network Advisory and Levels Sports) along with Brandon Leopoldus (Leopoldus Law)
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Leveraging an Audience: Name, Image, Likeness Deals: Justin Giangrande (The Network Advisory and Levels Sports) along with Brandon Leopoldus (Leopoldus Law)
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The Influencer Bread Basket: JR Tolver (Former Miami Dolphins), Debbie Spander (Insight Sports Advisors) and Brandon Leopoldus (Leopoldus Law)
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Talent Hunting: Alex Smith (MGGGY), Eduardo Pabellon (Gelfand Rennert & Feldman, and Allan Fisher (Premier Financial Search)
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Keynote Discussion: Gary Marella (Beatclub, Mono Music, Verzuz TV), Deb Klein (Primary Wave) and Matt Hoffman (Trusted Advisor)
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Keynote Discussion: Gary Marella (Beatclub, Mono Music, Verzuz TV), Deb Klein (Primary Wave) and Matt Hoffman (Trusted Advisor)
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A big thank you to Jonathan Fitzgarrald (Equinox Strategy Partners) for moderating 3 panels.
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Exodus from California: Mark Pariser (Dunn Pariser & Peyrot), David Elbaz (Kopple & Klinger) and Jonathan Fitzgarrald (Equinox Strategy Partners)
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Unconventional Tax Strategies: Pat Leung, EA, CTC, MST (Leung Tax Consulting, Inc.)
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Unconventional Tax Strategies: Robert Strauss, Esq. (Weinstock Manion)
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Leveraging Attorney Client Privilege: Kelly O. Scott (Ervin Cohen & Jessup) and Jonathan Fitzgarrald (Equinox Strategy Partners)
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Trusted Advisor Founder Matthew Hoffman
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A big thank you to Signature Bank for sponsoring the Cocktail Reception.
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Cocktails to cap the evening – courtesy of Signature Bank. That’s a wrap!


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