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Greg Kahn Moderates Panel on Optimizing Investment Platforms for Family Office Association

April 8, 2015

On April 8. Greg Kahn moderated a panel discussion at the Family Office Association's Spring Summit at the Westchester Country Club in Rye, New York. The panel, which included Hugh Nguyen, CEO of Clear Serve, and Joe Larizza, CAO of Fieldpoint Private Bank, discussed the use of technology and operations to optimize investment platforms for single family offices, multi-family offices and institutional investors.

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