LOS ANGELES, CA • OCTOBER 16, 2014 INTERCONTINENTAL LOS ANGELES

PROGRAM GUIDEThank you for attending CSQ's 2014 Investor Conference presented by Morgan Stanley. Be sure to visit csq.com to catch up on ourcontent, receive our newsletter, and subscribe to the magazine.

C-Suite Media, Inc.21700 Oxnard Street

7th FloorWoodland Hills, CA 91367

facebook.com/csqmag @csqmag

csq.com

csq.com for post-conference updates and video

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WE WOULD LIKE TO THANK ALL OF OUR SPONSORS

GOLD SPONSORS

SILVER SPONSORS

PRESENTING SPONSOR PLATINUM SPONSOR

RECEPTION SPONSORS

R E S T A U R A N T & W I N E R YThe IIHITCHING POST

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Marc Pollick graduated from the University of Chicago and subsequently earned graduate degrees in Social Science, East European Jewish History, and Holocaust Studies. He spent nearly 20 years pursuing a career in academic Holocaust Studies, studying under the direction of Nobel Peace Prize laureate Elie Wiesel. In 1997, Marc established The Giving Back Fund to provide philanthropic management and consulting to professional athletes, entertainers and business entrepreneurs. GBF has worked with more than 200 high-profile clients, whose founda-tions have granted more than $40 million to charities worldwide. Marc contributes frequently to major periodicals on the topic of philanthropy and is a frequent contributor on the topic of sports philanthropy for Street and Smith’s Sports Business Journal.

MARC POLLICKFounder

The Giving Back Fund

PANELISTS

ROBERT E. STRAUSSPartner

Weinstock Manion

Harold Ford, Jr. joined Morgan Stanley in March 2011 as a Managing Director and senior client relationship manager across Institutional Securities, Wealth Management and Investment Management. Harold served five terms in the U.S. Congress representing the 9th district of Tennessee. First elected in 1996, Harold served on the House Finan-cial Services, Budget and Education Committees. Harold was a member and leader of the Blue Dog Democrats, and was active with the Democratic Leadership Council. Harold is a frequent contributor to NBC News. He is a board member at Lincoln Center, the Posse Foundation, Weill Cornell Medical College and America's Promise. Harold is an overseer at the International Rescue Committee and a member of the Council on Foreign Relations. Harold earned a B.A. from the University of Pennsylvania and a law degree from the University of Michigan. Harold, his wife Emily, and their daughter Georgia, live in New York City.

HAROLD FORD, JR.Managing Director

Morgan Stanley

Robert Strauss skillfully guides high net worth families, business owners and real estate developers and investors through the complex process of estate and wealth transfer planning. By considering a client’s full array of needs, assets and goals, Rob develops creative and customized solutions that reduce estate taxes, achieve liability and creditor protection and, if desired, incorporate charitable giving and life insurance planning. Conversant in current business and real estate trends, Rob e�ectively considers external variables along with the client’s business goals and personal needs to provide sound guidance. Rob’s clients appreciate his interactive style, responsiveness, and ability to communicate complex structures in plain English, enabling them to make informed decisions. Highly-respected by his clients and peers, he has been named a "Southern California Super Lawyer" by Super Lawyers® every year since 2005 and has been selected for inclusion in The Best Lawyers in America© each year since 2013.

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Dear Business Owners, Executives, and Investors,

The Southern California region is vast in landscape and deep in talent and opportunity. For years we have discussed the prospect of bringing the investment community together, getting leading business owners and investors into one room to discuss the most pressing issues. Our region needed a forum to cull insights from some of the foremost thought leaders across many disci-plines. Our inaugural Investor Conference developed from many long conversations, entrepreneurial self-interest, and a unmet demand for a platform to debate the big questions. Our panels are loaded with talent and our headliners will provide an unob-structed view into global macro trends, real estate, venture capital, mergers & acquisitions and even investing in philanthropy.

Thank you for your interest in the region and the investment community. Please join us after the event for a reception to celebrate and harvest the fertile ground of connectivity.

Always,

Bruce C. MunsterManaging Director

MPF Family Wealth GroupMorgan Stanley

David L. WurthCEO & Publisher

C-Suite Media, Inc.CSQ / C-Suite Quarterly

WELCOME

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DAVID L. WURTHPublisher, CSQ and Founder /

CEO, C-Suite Media, Inc.

C-Suite Quarterly, a division of C-Suite Media, is Los Angeles and Ventura County’s preeminent executive leadership and lifestyle publication, serving the region’s network of C-level executives, entrepreneurs, and thought leaders across industries. Now in its seventh year, CSQ publishes compelling profiles of the region’s most influential leaders in their respective fields, along with timely and insightful content related to the businesses, trends, and concepts that drive the local economy forward. Striving to connect the community at the highest level, C-Suite Media integrates the personalities, businesses, and overall content of each issue of the magazine into a comprehensive o�ering of thought leadership through ancillary integrated events designed to inspire, provoke, and serve the business community at large.

C-SUITE MEDIA, INC.

David L. Wurth is Publisher of C-Suite Quarterly (CSQ) and Founder / CEO of its parent company C-Suite Media, Inc., a company dedicated to producing content for the C-Suite Executives’ business and lifestyle interests. He is responsible for all aspects of the publication as well as the media company’s supportive divisions including custom publishing, digital media, events, mem-berships, and creative services. Additionally, David is the Founding Partner of Wurth & Company (WurthCo), a marketing consult-ing firm leveraging the relationships of the media company to assist in the scaling and new revenue development for businesses small and large. Prior to starting C-Suite Media, Inc., David worked at Merrill Lynch. In 2012, he was named to San Fernando Business Journal’s “40 Under 40” list. David graduated from the University of Arizona, Eller College of Business, and currently lives in Woodland Hills. He is passionate about living life with balance and giving back to both the local and global community. David also sits on the board at the American Red Cross of Ventura County.

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The MPF Family Wealth Group is one of the leading teams at Morgan Stanley in Southern California. The team manages more than $1.2 billion for 67 families as of July 31, 2014. Bruce Munster, John Pa�endorf and David Freeman have worked together since 2003 and have advised clients on 36 separate M&A transactions in a variety of industries including aerospace & defense, technology, specialty finance, consumer products, business services and real estate. Morgan Stanley is a global financial services company whose Wealth Management business surpassed $2 trillion in client assets in July—a milestone both in the firm's growth and in the transformation of its business model towards a focus on wealth management services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportuni-ties for individual and institutional investors.

MORGAN STANLEY MPF FAMILY WEALTH GROUP

Bruce Munster is principal of the MPF Family Wealth Group, an M&A focused wealth manage-ment practice at Morgan Stanley (MS) in Los Angeles. MPF manages more than $1.2 billion for 67 families as of July 31, 2014. Clientele include inventors, entrepreneurs, celebrities, professional investors, heads of investments banks and private equity firm groups. Bruce is a Trustee and Chairs the Finance Committee at Woodbury University. He is on the Board of Directors of SRD - Straightening Reins and serves on the advisory board of Banc of California. Bruce lives in Pacific Palisades with his high school sweetheart Therese and their three children, Samuel, 20; Bruce Jr., 16; and Haifa, 5. Bruce attended Cornell’s engineering and business schools while participating on the varsity wrestling team, working part-time, and raising a young family. His experiences as a young dad have greatly helped him both in life and business.

BRUCE MUNSTERManaging Director

MPF Family Wealth Group

Morgan Stanley Wealth Management

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AGENDA12:00p - REGISTRATION

12:30p - LUNCH SERVED

12:40pOPENING REMARKSDavid Wurth, C-Suite Media / CSQBruce Munster, Morgan Stanley Wealth Management

12:45 – 1:15pKEYNOTE CONVERSATION AND Q & AInterview by David Wurth, C-Suite Media / CSQ,featuring Rick J. Caruso, Caruso A�liated

1:20 - 2:00pTHE NEW ECONOMY: GLOBAL INVESTING TODAYModerator: Gary Kaminsky, Morgan Stanley Wealth ManagementPanelists: Thomas Wood, BlackRock; Mark Paris, Invesco; and John Goetz, John Hancock / Pzena

2:00 - 2:15p - NETWORKING BREAK

2:15 - 2:55pSTART-UP FUNDING: THE STATE OF VENTURE CAPITALModerator: Julia Boorstin, CNBCPanelists: Dovi Frances, SG-VC; Jonathan Eppers, RadPad; Chris Achar, GenZum Life Sciences; Geo� McFarlane, Club W

3:00 - 3:40pTHE MODERN HANDSHAKE: THE RELATIONSHIP OF THE DEALModerator: Je�rey Knakal, GROWTH PARTNERSPanelists: Larry Braun, Sheppard Mullin; Steve Marks, PayForward / ACT; Bruce Munster, Morgan Stanley Wealth Management

3:40 - 3:55p - NETWORKING BREAK

3:55 - 4:05p OMAZE PRESENTATIONRyan Cummins and Matt Pohlson, Omaze

4:05 - 4:35p PHILANTHROPY AND BUSINESS: LENDING A HAND AND GIVING BACK Moderator: Wendy Garen, The Ralph M. Parsons FoundationPanelists: Marc Pollick, The Giving Back Fund; Robert E. Strauss, Wein-stock Manion; Harold Ford, Jr., Morgan Stanley & Formerly U.S. Congress

4:40 - 5:25p CLOSING KEYNOTE AND Q & AScott Minerd, Chairman of Investments & Global Chief Investment O�cer, Guggenheim Partners

5:30pCLOSING REMARKSDavid Wurth, C-Suite Media / CSQBruce Munster, Morgan Stanley Wealth Management

5:35p - COCKTAILS AND HORS D'OEUVRES

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KEYNOTES

RICK J. CARUSOFounder &

Chief Executive O�cerCaruso A�liated

Rick J. Caruso is the Founder and Chief Executive O�cer of Caruso A�liated, one of the largest,privately held real estate companies in the U.S. Over the past 20 years, Caruso A�liated has achieved a 20% compound annual growth rate. Its portfolio of world-class retail and mixed-use properties include The Grove in Los Angeles and the Americana at Brand in Glendale—both rank among the top 15 shopping centers in the world for sales per square foot. A Los Angeles native, Caruso is a dedicated civic and philanthropic leader, having served as the Police Commissioner for the Los Angeles Police Department, and is strongly committed to improving the lives of underserved children and their families through the Caruso Family Foundation. Caruso received a Bachelor of Science degree from University of Southern California, and a Juris Doctor degree from Pepperdine University School of Law.

Mr. Minerd is Chairman of Investments and Global Chief Investment O�cer. He guides Guggenheim’s investment strategies and leads its research on global macroeconomics. Prior to joining Guggenheim Partners, Mr. Minerd was a managing director for Morgan Stanley and Credit Suisse. He is involved in

leadership roles at a number of civically-minded organizations, including The Union Rescue Mission and Strategic Partners Among Nations. He received a B.S. from the Wharton School at the University of

Pennsylvania and completed graduate work at the University of Chicago Graduate School of Business.SCOTT MINERD

Chairman of Investments & Global Chief Investment O�cer

Guggenheim Partners

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PANELS

GARY KAMINSKY Vice ChairmanMorgan Stanley

Prior to joining Morgan Stanley as Vice Chairman in April of 2013, Gary Kaminsky was CNBC's Capital Markets Editor and a regular contributor to “Squawk Box" and "Squawk on the Street." One of the original guest hosts of "Squawk Box," Kaminsky has brought essential market insight to CNBC since he joined the network twenty years ago. From 1990 to 1992, he was an analyst at J.R.O. Associates, a New York hedge fund. In 1992 he joined Cowen & Company as a Portfolio Manager in the Private Banking Department and became a Partner in 1996. Assets co-advised by Kaminsky rose from $200 million to $1.3 billion between 1992 and 1999. Cowen & Company was sold to Societe Generale in July 1998. In May of 1999, Kaminsky and his team joined Neuberger Berman LLC. Under his management, 'Team Kaminsky' grew from approxi-mately $2 billion AUM into $13 billion at the time of his retirement in June 2008. Kaminsky is a 1986 graduate of the Newhouse Communications School at Syracuse University, where he received a B.S. in radio/TV/film management. He later completed an M.B.A. in finance from The Stern School of Business, New York University in 1990. Kaminsky is also the author of "Smarter Than the Street: Invest and Make Money in Any Market" (2010).

1:20 - 2:00p THE NEW ECONOMY: GLOBAL INVESTING TODAY

MODERATOR - GARY KAMINSKY

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Thomas Wood is a portfolio strategist in BlackRock's Multi-Asset Strategies group. He is responsible for the representation of the firm's model portfolios, as well as other portfolio construction strategies. Prior to joining Blackrock, Mr. Wood served as a senior investment professional with Windhaven Investment Management, special-izing in asset allocation using ETFs. He spent six years as the portfolio manager of an absolute return hedge fund. Before that he worked at the investment analytics firm Barra, where he served as a director in the Research and Data group, and as head of Product Management. Tom began his career working as a research analyst at the Federal Reserve, where he focused on financial flows between economic sectors. He earned a B.A in economics, magna cum laude, from Yale University in 1988, and an MBA degree from the University of California Berkeley in 1992.

Mark Paris is a senior portfolio manager for Invesco municipal strategies. Mr. Paris entered the industry in 1990 and joined Invesco in 2010. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the Municipal Fixed Income team at Morgan Stanley, which he joined in 2002. He also was previously a trader/portfolio manager at Oppenheimer Funds, head underwriter at Chase Manhattan Bank and a trader/underwriter at NatWest Bank. Mr. Paris earned a BBA degree in finance from Baruch College – The City University of New York (CUNY).

MARK PARIS Senior Portfolio Manager

Invesco

THOMAS WOODDirector, Portfolio Strategist

BlackRock's Multi-Asset Strategies

John Goetz is a Managing Principal and Co-Chief Investment O�cer of Pzena Investment Management, a global value-oriented investment firm. From the inception of the firm Mr. Goetz has led the research e�ort and built a team of globally oriented analysts. Prior to the formation of Pzena Investment in 1996, Mr. Goetz held a range of key international positions at Amoco Corporation for over 14 years, working in Europe, Africa and Asia, culminating in a role running a global plastics business unit. Prior positions included strategic planning, joint venture invest-ments and project financing in various oil and chemical businesses. Prior to Amoco, Mr. Goetz had been employed by The Northern Trust Company and Bank of America. He earned a B.A. summa cum laude in Mathematics and Economics from Wheaton College in 1979 and an M.B.A. from the Kellogg School at Northwestern University in 1982, where he was an Austin Scholar.

JOHN GOETZManaging Principal & Co-Chief

Investment O�cer Pzena Investment Management

(John Hancock)

PANELISTS

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PANELS

JULIA BOORSTINCNBC Media and

Entertainment Reporter

Julia Boorstin joined CNBC in May 2006 as a general assignment reporter. Later that year, she became CNBC's media and entertainment reporter working from CNBC's Los Angeles Bureau. Boorstin covers media with a special focus on the intersection of media and technology. Boorstin joined CNBC from Fortune magazine where she was a business writer and reporter since 2000, covering a wide range of stories on everything from media companies to retail to business trends. During that time, she was also a contributor to "Street Life," a live market wrap-up segment on CNN Headline News. In 2003, 2004 and 2006, The Journalist and Financial Reporting newsletter named Boorstin to the "TJFR 30 under 30" list of the most promising business journalists under 30 years old. She graduated with honors from Princeton University with a B.A. in history.

2:15 - 2:55p START-UP FUNDING: THE STATE OF VENTURE CAPITAL

MODERATOR - JULIA BOORSTIN

Dovi Frances has always focused his energy on game-changing ventures. He challenged the traditional Family O�ce model by founding SG, one of the world’s first full-service Multi-Family O�ces. Through SG, LLC Dovi has facilitated and directly invested over 1.2BN USD in transactions alongside multi-national corporations such as Goldman Sachs, CitiBank, RosEvro Development, Renaissance Capital, and RosEvro Bank. As the Founding and Managing Partner of SG VC, Frances has also invested in over 42 technology companies in Silicon Valley, New York and Los Angeles. He serves as an advisor to Addepar, YouNow, UpWest Labs, and GenZum amongst others. Frances earned his MBA from the UCLA Anderson School of Management.

PANELISTS

DOVI FRANCESFounding & Managing

Partner SG-VC

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Jonathan is the founder & CEO of RadPad, a mobile rental marketplace that is changing how millennials rent apartments. He attended Purdue University and studied computer graphics technology where he became obses-sively focused on interface design. Following graduation Jonathan moved to Los Angeles to work as a product manager at MySpace. After MySpace he joined eHarmony where he led a redesign of eHarmony's website. Out of his own frustration with renting, Jonathan founded RadPad in the fall of 2012. RadPad has become the largest rental marketplace in Los Angeles, more than 70,000 renters a week use RadPad to view more than 600,000 apartments & homes for rent. RadPad has raised $3.8M and has politely declined two aggressive acquisition o�ers. Jonathan regularly appears on FOX Business, FOX Local & CNBC and he's been spotlighted in The Wall Street Journal, Chicago Tribune, The Hu�ngton Post and Los Angeles Business Journal.

PANELISTS

Chris is the Chief Executive O�cer of GenZum Life Sciences, an innovative pharmaceutical research, develop-ment and out-licensing company. Chris is also the Executive Vice President of Semler Research Center, a pharma-ceutical clinical research organization. With an extensive background in pharmaceutical transactions, generic development and co-development partnerships; Chris continues to scale GenZum from early stage pharmaceuti-cal concept, to what is now a full scale pharmaceutical drug development company, with numerous FDA targeted drugs that have been licensed by leading global pharmaceutical companies. In 2014 GenZum was named to the Inc.500 as one of the fastest growing companies in America. Chris holds a B.S from California State University and an MBA from Pepperdine University School of Business. In 2011, he was featured in Los Angeles Business Journal, in 2012, New Pharma magazine as an Emerging Leader in the Pharmaceutical Industry and in Life Science Leaders Magazine in 2014.

CHRIS ACHARCEO

GenZum Life Sciences

JONATHAN EPPERSFounder & CEO

RadPad

GEOFF MCFARLANECo-founder & COO

Club W

Geo� started in real estate in 2002 in the Greater Denver Area. During that time Geo� was founder and CEO of a restaurant and hotel group with seven locations and over 200 employees, where he fell in love with food and wine. In 2008, Geo� purchased a struggling payments company, Banctek Solutions, and turned it around, growing to over 80 employees and selling it to the original investor. In mid-2011 Geo� co-founded Club W with Xander Oxman and Mark Lynn to make the process of buying wine, a wonderful experience. Since then, Geo� has implemented the strategy for Club W to become a vertically integrated winery producing, branding, and market-ing wines at fantastic values. Club W has grown to over 50 employees and is poised for triple digit growth for years to come.

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PANELS

JEFFREY KNAKAL Managing Partner & Founder

GROWTH PARTNERS

Je�rey Knakal is an experienced investment banker, having built successful practices for JP Morgan, Credit Suisse, and Daiwa Securities in New York and achieving a number of “first-time” transactions for Fortune 500 companies. In 1994, Je� founded Growth Partners to provide a next-generation o�ering to C-Suite executives of middle-market companies based on the integration of strategic engineering and investment banking. The firm possesses a turnkey set of M&A, capital formation, and corporate development capa-bilities. It specializes in “Value Creation” activities, which pertain to defining and executing a company’s next-level development to create new value (Je� founded two $100 million companies based on horizon-tal integration theses and acquisitions), and “Value Realization” activities, which pertain to preparing for and executing a liquidity event in a manner to maximize value. Je� has degrees from the Wharton School and NYU.

3:00 - 3:40p THE MODERN HANDSHAKE: THE RELATIONSHIP OF THE DEAL

MODERATOR - JEFFREY KNAKAL

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Larry Braun is a corporate/M&A partner at Sheppard Mullin. He currently serves as a member of the firm's manage-ment committee and is the former Chair of its corporate practice. Larry advises clients ranging from family-owned businesses to multinational corporations in many diverse industries. He specializes in M&A, general corporate law, corporate finance and securities law, contractual matters (including licensing and distribution arrangements), healthcare transactions and general business counseling. Larry was previously a managing director of the largest private investment banking firm on the west coast. Larry completed undergraduate work at Rutgers University, where he received a B.A. in economics, and earned his J.D. and M.B.A. in Finance from Northwestern University in 1981. Larry has been recognized as a top corporate/M&A lawyer by a number of publications, including Chambers & Partners, Legal 500, Best Lawyers in America, Super Lawyers, Los Angeles Business Journal, and Lawdragon.

Steve Marks is co-founder and CEO of PayForward, the world's first Social Financial Platform. Prior to starting PayForward, Steve was CEO, president and co-founder of ACT Litigation Services, which provided automated technology to assist the Legal Discovery process. ACT was a leading company providing discovery services to the legal community and employed approximately 350 people domestically and internationally before being sold in 2011. Steve graduated from UCLA in 1964 with a Bachelors Degree in Engineering and entered the graduate school of business at UCLA working toward his Masters Degree. That year he started Acoustic Control Corporation that successfully designed and manufactured amplification equipment for the music industry. By 1974 the company employed 375 people and its products were sold and distributed worldwide.

STEVE MARKSCo-founder & CEO

PayForward

LARRY BRAUNPartner

Sheppard Mullin

Bruce Munster is principal of the MPF Family Wealth Group, an M&A focused wealth management practice at Morgan Stanley (MS) in Los Angeles. MPF manages more than $1.2 billion for 67 families as of July 31, 2014. Clientele include inventors, entrepreneurs, celebrities, professional investors, heads of investments banks and private equity firm groups. Bruce is a Trustee and Chairs the Finance Committee at Woodbury University. He is on the Board of Directors of SRD - Straightening Reins and serves on the advisory board of Banc of California. Bruce lives in Pacific Palisades with his high school sweetheart Therese and their three children, Samuel, 20; Bruce Jr., 16; and Haifa, 5. Bruce attended Cornell’s engineering and business schools while participating on the varsity wrestling team, working part-time, and raising a young family. His experiences as a young dad have greatly helped him both in life and business.

BRUCE MUNSTERManaging Director

MPF Family Wealth GroupMorgan Stanley Wealth

Management

PANELISTS

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PANELS

WENDY GARENPresident & CEO

The Ralph M. Parsons Foundation

Wendy has played an integral role in the life of the Parsons Foundation, assuming the title of President and CEO in 2008. She was a founding sta� member of the children’s nonprofit Crystal Stairs and headed the Los Angeles Child Care and Development Council. She was on the founding board of the Broad Stage, the board of The Trusteeship, and serves on the California advisory board of the Milken Institute, and is a Senior Fellow at UCLA. In January 2014, Wendy was elected board chair of Southern California Grantmak-ers, a regional association of more than 160 individual philanthropists, and private, independent, operat-ing and community foundations as well as grantmaking nonprofits. SCG is a leadership hub for members to connect with each other, improve their grantmaking and amplify their independent e�orts through collaborative work.

4:05 - 4:35P PHILANTHROPY AND BUSINESS: LENDING A HAND AND GIVING BACK

MODERATOR - WENDY GAREN

PRESENTATION 3:55 - 4:05POMAZE - CO-FOUNDERS RYAN CUMMINS AND MATT POHLSON

Matt and Ryan are best friends from college who’ve spent their careers writing and producing documentaries and other types of cause content. They’ve always been united by a passion for using the power of story to inspire social change and have been lucky to work with incredible people and organizations along the way. They look forward to helping support these world-changers on the ground, making an impact through Omaze. They also think it’s really awkward to write their own bio in the third person. Especially when they are trying to make themselves sound serious

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Marc Pollick graduated from the University of Chicago and subsequently earned graduate degrees in Social Science, East European Jewish History, and Holocaust Studies. He spent nearly 20 years pursuing a career in academic Holocaust Studies, studying under the direction of Nobel Peace Prize laureate Elie Wiesel. In 1997, Marc established The Giving Back Fund to provide philanthropic management and consulting to professional athletes, entertainers and business entrepreneurs. GBF has worked with more than 200 high-profile clients, whose founda-tions have granted more than $40 million to charities worldwide. Marc contributes frequently to major periodicals on the topic of philanthropy and is a frequent contributor on the topic of sports philanthropy for Street and Smith’s Sports Business Journal.

MARC POLLICKFounder

The Giving Back Fund

PANELISTS

ROBERT E. STRAUSSPartner

Weinstock Manion

Harold Ford, Jr. joined Morgan Stanley in March 2011 as a Managing Director and senior client relationship manager across Institutional Securities, Wealth Management and Investment Management. Harold served five terms in the U.S. Congress representing the 9th district of Tennessee. First elected in 1996, Harold served on the House Finan-cial Services, Budget and Education Committees. Harold was a member and leader of the Blue Dog Democrats, and was active with the Democratic Leadership Council. Harold is a frequent contributor to NBC News. He is a board member at Lincoln Center, the Posse Foundation, Weill Cornell Medical College and America's Promise. Harold is an overseer at the International Rescue Committee and a member of the Council on Foreign Relations. Harold earned a B.A. from the University of Pennsylvania and a law degree from the University of Michigan. Harold, his wife Emily, and their daughter Georgia, live in New York City.

HAROLD FORD, JR.Managing Director

Morgan Stanley

Robert Strauss skillfully guides high net worth families, business owners and real estate developers and investors through the complex process of estate and wealth transfer planning. By considering a client’s full array of needs, assets and goals, Rob develops creative and customized solutions that reduce estate taxes, achieve liability and creditor protection and, if desired, incorporate charitable giving and life insurance planning. Conversant in current business and real estate trends, Rob e�ectively considers external variables along with the client’s business goals and personal needs to provide sound guidance. Rob’s clients appreciate his interactive style, responsiveness, and ability to communicate complex structures in plain English, enabling them to make informed decisions. Highly-respected by his clients and peers, he has been named a "Southern California Super Lawyer" by Super Lawyers® every year since 2005 and has been selected for inclusion in The Best Lawyers in America© each year since 2013.

LOS ANGELES, CA • OCTOBER 16, 2014 INTERCONTINENTAL LOS ANGELES

PROGRAM GUIDEThank you for attending CSQ's 2014 Investor Conference presented by Morgan Stanley. Be sure to visit csq.com to catch up on ourcontent, receive our newsletter, and subscribe to the magazine.

C-Suite Media, Inc.21700 Oxnard Street

7th FloorWoodland Hills, CA 91367

facebook.com/csqmag @csqmag

csq.com

csq.com for post-conference updates and video