7:00 a.m. Pacific standard time

Breakfast session – Personal wealth-building strategies

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Join EY Personal Financial Services professionals as they provide real-life examples of navigating the complex tax environment while planning for a sale or IPO transaction.

 

Moderator
James Markham speaks at EY Strategic Growth Forum

James Markham
Partner, Ernst & Young LLP
EY Global Tax Leader – Strategic Growth Markets

 

Speakers
Elda Di Re speaks at EY Strategic Growth Forum

Elda Di Re
Leader, Private Client Services, Financial Services Office
Ernst & Young LLP

 

Greg Rosica speaks at EY Strategic Growth Forum

Greg Rosica
Southeast Region Private Client Services Leader
Ernst & Young LLP

 

Steve Shultz speaks at EY Strategic Growth Forum

Steve Shultz
Partner, Ernst & Young LLP
EY Americas Leader, Private Client Services

 

Bobby Stover speaks at EY Strategic Growth Forum

Robert “Bobby” Stover
Southwest Region Private Client Services Leader
Ernst & Young LLP