Episode 81: Slopeside with the Summit Syndicate

Different episode today, featuring slopeside interviews from our second Summit Syndicate trip of 2026.

The Summit Syndicate is a Lake Tahoe day trip event co-hosted by Cole-Frieman & Mallon, Eisner Amper, V17 Advisors and Juniper Square. We chartered a bus from SF, drove to Northstar, skid a full day and drove back to the city.

We had excellent turnout from industry friends old and new, and even if you didn’t make the trip you can re-live it right here, on Tokens of Wisdom.

If you have crazy fomo right now, reach out to your favorite podcast host and join us for the next trip!

Key Points From This Episode:

What’s one thing you’ve learned on the mountain that you can apply to your work life?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: tow@colefrieman.com