The most anticipated event for entertainment advisors all year long! A day of networking, panels and cocktails hosted by Trusted Advisor.

Hosted at one of the most historic venues in Los Angeles – the Mayan Theater. We are proud to bring the second annual ‘Trusted Advisor’ Summit in-person to Los Angeles. It will be a 1-day event bringing together top entertainment advisors for a day of interactive panels, presentations, and networking. Don’t miss out!

Safety is our top priority: All attendees will be required to show a proof of vaccination. We will be following all CDC and local guidelines for the event, and these policies are subject to change accordingly.

Gary Marella
CEO- Beatclub / Mono Music Group / VerzuzTV
Milana Lewis
Co-Founder & CEO - STEM
Julian Schubach
Vice President, Wealth Management - ODI Financial

Joe Conyers III
Executive Vice President, Global Head of NFTs at Crypto.com
John Kraski
Director of Operations and Business Development at NFT Genius
Reggie Gooden
Managing Partner at EightOneEight Management
Joshua Martin, CPA
Partner at EightOneEight Management
Kristin Lee
Managing Director and Founder of KLBM
Belva Anakwenze
Principal and Business Manager, Abacus Financial Business Management
Will Quist
Partner at Slow Ventures
Brandon Leopoldus
Founder at Leopoldus Law
Jonathan Fitzgarrald
Managing Partner at Equinox Strategy Partners
Justin Giangrande
CEO and Founder of The Network Advisory
Allan Fisher
President and Founder of Premier Financial Search
Debbie Spander
Chief Executive Officer of Insight Sports Advisors
Greg Tolver
Former Miami Dolphins Athlete and Board Member of Startup San Diego
The Program
8:00 AM
Check-In & Breakfast
9:00 AM
Opening Remarks
9:10 AM
Money on My Mind: Financial
Planning Strategies for 2022

Please join the partners of 818 Management and ODI Financial where they will discuss financial planning and investment strategies entertainers and their teams should consider in 2022 and beyond. The panel will provide attendees with intelligent ideas about how to incorporate financial literacy and empowerment in their practice, potential moves to consider as legislative proposals swirl around capital gains and ways they can add value to their clients through various investment and planning tools.

Julian Schubach
VP, Wealth Management at ODI Financial

Reggie Gooden
Managing Partner, EightOneEight Management

Joshua Martin, CPA
Partner at EightOneEight Management

9:40 AM
The Future of Business Management

Three leading business managers with top clients (all featured in the ‘2021 Future of Business Management’ list!) in both the music and entertainment fields discuss how the business management industry is rapidly changing, and how they manage the complex nature of their clients. This will include operations and hiring, information security, client reporting, and new investment and revenue structures.

Kristin Lee
Managing Director and Founder of KLBM

Belva Anakwenze
Principal and Business Manager, Abacus Financial Business Management

10:20 AM PT
HOW NFTs WILL CHANGE THE ENTERTAINMENT INDUSTRY

As leading experts in the realm of crypto currencies and NFTs, Joe Conyers III (Crypto.com) and John Kraski (NFT Genius) will discuss topics relating to the “gold rush” of crypto, and new potential models that NFTs can apply to that will have a dramatic impact on the music and entertainment industries.

Joe Conyers III
Executive Vice President, Global Head of NFTs at Crypto.com

John Kraski
Director of Operations and Business Development at NFT Genius

10:50 AM PT
Morning Networking Break
11:15 AM PT
Creative Bets: Investing in the Creator Economy

Centering the discussion around artist-centric tools and solutions, it’s important to note that companies doing good don’t happen overnight. Technology constantly adapts to the entertainment industry’s needs while people like Will Quist and Milana Lewis work to problem-solve and anticipate what comes next.

Will Quist
Partner at Slow Ventures

Milana Lewis
Co-Founder & CEO, STEM

11:45 AM PT
OF MOMENTOUS IMPORTANCE: CYBER SECURITY AND CLIENT TRANSPARENCY

Providing the highest quality services includes ensuring that a client’s assets are secure and in safe hands. Dedication to ensuring secure handling, strong ethics and client-centered security is what clients want.

12:15 AM PT
LEVERAGING AN AUDIENCE: NAME,
IMAGE, LIKENESS DEALS

Creating revenue by monetizing the audience has proved useful with merchandise, but how else can monetization be utilized? Name, image and likeness deals are one way to create revenue from things like exclusive fan content, merch and events. The Network Advisory is dedicated to creating long-term growth opportunities with marketing and brand partnerships for its clients.

Justin Giangrande
CEO and Founder of The Network Advisory

Brandon Leopoldus
Founder at Leopoldus Law

12:45 PM PT
Networking Lunch
1:45 PM PT
The Influencer Bread-Basket: How to Start,
and Why to Start Early

This panel focuses on the strategies for all athletes, entertainers, influencers, and broadcasters to maximize their opportunities and their team of advisors. This discussion is especially relevant in light of the new NIL rules and opportunities that are changing the landscape for these talented professionals.

Brandon Leopoldus
Founder at Leopoldus Law

Debbie Spander
Chief Executive Officer of Insight Sports Advisors

Greg Tolver
Former Miami Dolphins Athlete and Board Member of Startup San Diego

2:15 PM PT
TALENT HUNTING, ATTRACTING EMPLOYEES
& KEEPING YOURS HAPPY

Working to create the best teams possible for business management firms, these professionals weigh in on operational best-practices as well as maintaining and motivating current employees and attracting future employees.

Allan Fisher
President and Founder of Premier Financial Search

2:45 PM PT
Afternoon Keynote: Gary Marella (Mono Music Group) & Deb Klein (Primary Wave)

What does it take to manage top music producers and artists? In this keynote discussion we’ll hear from two pioneers in the artist management space – Gary Marella from Mono Music Group and Deborah Klein from Primary Wave. They will discuss their points of view in collecting royalties for their artists, including potential back-royalties – along with new sets of challenges posed by artists leveraging crypto and NFTs in releasing their art.

Gary Marella
CEO- Beatclub / Mono Music Group / VerzuzTV

3:10 PM PT
Afternoon Networking Break
3:30 PM PT
Exodus from California: The Unforeseen Issues of Relocating

Moving out of state to save on taxes sounds simple – but is it? This panel will dive into the strict rules surrounding relocating, as well as other potential issues that may go less-noticed, like changes in community property across state lines. Here is how to educate your clients and ensure that they understand what they need to when considering a relocation.

Jonathan Fitzgarrald
Managing Partner at Equinox Strategy Partners

4:15 PM PT
Times Be Changin': Investigating
potential tax code changes

With potential changes from the Biden administration coming at year-end, this panel will dive into the implications and what can be done ahead of time to minimize taxes and establish solid estate plans

Jonathan Fitzgarrald
Managing Partner at Equinox Strategy Partners

4:45 PM PT
Leveraging Attorney Client Privilege

Client privacy and security is the ultimate goal. When hiring a management team, structuring the attorney to lead accountants, business managers or financial consultants ensures that the information falls under attorney/client privilege laws.

Jonathan Fitzgarrald
Managing Partner at Equinox Strategy Partners

5:30 PM PT
Cocktail Reception

Join in for open bar, hors d’oeuvres, and mixing and mingling with other attendees and the speakers! Open to all attendees.

Our Trusted Partners
Thank you to our Partners for helping put together the Trusted Advisor Summit:
Momentous Insurance Brokerage

In 2008, the insurance and financial industries experienced an historic failure, the likes of which we hope to never see again.  At a time when businesses were closing their doors, a very select group struck out on their own, led by Diane Brinson, to place their stake in the ground and stand above the rest.   With honesty, integrity, transparency, and service as the cornerstones of the foundation that has become Momentous Insurance Brokerage, we are dedicated to providing the highest level of insurance and risk management consultation that has resulted in the firm growing to over 200 employees, with offices on both coasts, and rising to a Top 50 nationally ranked, privately owned insurance brokerage.

Signature Bank

From personalized banking and credit services, to powerful cash management systems and flexible financing for businesses, Signature Bank stands alone in its ability to offer the service and responsiveness one would expect to find at a small bank–while featuring the reach, experience, knowledge and capabilities of a big bank.

Stem

The music business is constantly changing. We’re here to help you navigate it, whether you’re producing, promoting your own music, or working with a label. We’re building tools for the future of the industry, designed to protect the integrity of the artist.

At Stem, we believe that artists should have visibility into their business in a clear, digestible way. We believe that collaborators should feel free to invest in new artists, knowing they’ll get paid. And we believe that specialized teams deserve special tools to amplify business. Our platform offers customized, flexible distribution solutions.

Axos Bank

Since 2000, we’ve been a leader in technology-driven finance. What does that mean? Anytime access to your funds. Full-service banking. Personalized services to help you stay ahead of your evolving needs. We’re not just a bank. We’re banking, evolved.

Music Business Association

The Music Business Association (Music Biz) is the only membership organization that unites players from all segments of the global music business into a collective voice to promote overall growth throughout the industry. Association members benefit from the connections and business-defining conversations offered by our slate of in-person and virtual events; educational resources which keep them up-to-date on the latest news, data, and issues affecting the music business; and the ability to engage and collaborate with one another, empowering our collective membership to promote industry-wide growth.

Music Managers Forum

The Music Managers Forum – US (MMF-US) is the non-profit trade association for music managers and provides a platform to connect, enhance, and reinforce the expertise and professionalism of music managers and self-managed artists. Our goal is to further the interests of managers and their artists in all fields of the music industry, including live performance, recording and music publishing, and strives to engage in smart, cutting edge, informative and innovative programs and initiatives, as well as advocacy efforts.

⚡ BOOK AND ATTEND THE SUMMIT AT THE HISTORIC MAYAN THEATER ON NOVEMBER 10th