Trusted Advisor Association

Trusted Advisor Association Trusted Advisor Association is a dedicated resource for advisors of high net worth clients. Catered t

Thank you to everyone who joined us in   last Wednesday for our 2nd Annual Creator Summit! A special thank you to all ou...
07/14/2026

Thank you to everyone who joined us in last Wednesday for our 2nd Annual Creator Summit! A special thank you to all our panelists for their insightful discussions, and to The Village Studios for hosting us at their iconic venue.

LA, we will see you next for our Summer Social on August 12th!🪽

Stay tuned for the agenda and speaker lineup for our London Creator Summit launch on October 1st.

Until next time, members! 😊

At our London Summer Party we …Toasted on the rooftop 🥂In 30 degree heat 🥵While celebrating a win 🏴󠁧󠁢󠁥󠁮󠁧󠁿⚽️
07/08/2026

At our London Summer Party we …

Toasted on the rooftop 🥂
In 30 degree heat 🥵
While celebrating a win 🏴󠁧󠁢󠁥󠁮󠁧󠁿⚽️

We are excited to host our 2nd Annual Creator Summit on July 8—a one-day summit for advisors working with creators, infl...
07/07/2026

We are excited to host our 2nd Annual Creator Summit on July 8—a one-day summit for advisors working with creators, influencers, and streamers.

We’ll close out the day with the LA Summer Party featuring DJ Nam on the deck, bringing everyone together for an evening of music, drinks, and great company.

AGENDA:

12:30 PM: Doors Open

1:25 PM: Welcome

1:30 PM: Don’t Sell the Upside: How Creators Are Rewriting the Rules of Ownership featuring Chris Chatham (Manatt), Alessandra Catanese (Smosh), Stephanie Hind (Patreon), and Marie-Josee Cantin Johnson (City National Bank).

2:10 PM: No More Lanes: Entertainment, Influence, and the Clients Who Do Both featuring Brittany Letto (Morgan Stanley Global Sports & Entertainment), Melinda Morris Zanoni (Apollo Sports & Entertainment) and Sara Snadowsky (ML Management Partners, LLC).

2:50 PM: Afternoon Break

3:30 PM: Short Clips, Big Stages: Building a Comedy Career in a Clip Economy featuring Sam Pugatch (NFP), Ryan Faucett (TMG Studios), and Josh Martin (Martin Business Management).

4:10 PM: The Talent Reboot: From A-List to Influencer Circle featuring Kim Kruezberger (Pivot Projects), Denise Lambertson (Constellation Capital), and more to be announced.

5:00 PM: Closing Remarks - Join us for drinks!

This event is proudly sponsored by: Morgan Stanley Global Sports & Entertainment, NFP and BILL.

RSVP 🔗 in our bio. See you there, Angelino members!🪽

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Los Angeles, CA
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