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DTSTART:20251111T164500Z
DTEND:20251111T180000Z
LOCATION:The University Club, 3100 Tower Boulevard, 17th Floor, Durham, North Carolina 27707
UID:2838720251111T164500ZAdvising In The Age of AI: Opportunities & Risks For Estate & Wealth Professionals
DTSTAMP:20260524T160707Z
DESCRIPTION:\nTHE DURHAM-ORANGE ESTATE PLANNING COUNCIL\n \nPlease make plans to join us for our Tuesday, 11.11.2025 Lunch Meeting. \n \nTime: 11:45am -- 1pm\n \nThe University Club -- Durham\n \nGuest Speakers: Nikin Shah & Gregg Bordes \n \nPresentation Topic:  Advising In The Age of AI: Opportunities & Risks For Estate & Wealth Professionals \n \n\n \n\n \nNIKIN SHAH\n \nAfter growing up in North Carolina, Nikin attended undergrad at UNC and was a management consultant at Deloitte, primarily in the healthcare industry. A few years of slides propelled him back to business school, and then afterwards to Medtronic.\n\n Nikin returned to the Triangle as the CEO of Polyzen, a medical device company that was later named one of the fastest growing companies in the region. He successfully exited Polyzen in 2022 after leading substantial revenue and EBITDA growth. Nikin spends most of his time on the healthcare side of the portfolio, but also enjoys coaching new CEOs, having sat and stressed in the seat himself. He holds the rare combo of a BS from UNC-Chapel Hill and MBA from Duke-Fuqua.\n \n \n \n\n \nGREGG BORDES\n \nAfter growing up in Kentucky, Gregg famously paid a single visit to New York and his parents knew he’d be gone for a while.\n\n Prior to co-founding Front Porch, Gregg was the Director of Investments for a multi-billion dollar family office and built the research team at the venture-backed unicorn data analytics firm YipitDATA. His previous investment roles also include AEA Investors (NYC), Blum Capital (SF), Stone Tower Capital (SF, now Apollo Global Management) and Hurley Capital (NYC). He began his career in the grinder of buldge bracket M&A at Merrill Lynch. Gregg holds a BS from NYU-Stern and MBA from Duke-Fuqua.\n
SUMMARY:Advising In The Age of AI: Opportunities & Risks For Estate & Wealth Professionals - Durham Orange Estate Planning Council 
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