Event · May 2026 · Menlo Park
Concentrated Stock Strategy Dinner
A working dinner focused on the real options for concentrated single-stock positions, exchange funds, structured collars, charitable vehicles, and the tradeoffs specific to newly public or soon-to-be-liquid founders.
- Host
- By invitation, advisor-curated
- Date
- May 2026
- City
- Menlo Park
- Audience
- Executives and founders with concentrated equity
- Format
- Private dinner, ~18 seats
Private
Full agenda, attendee profile, and invitation process are available to approved members.
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