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Developments in Tax-Efficient Investing for Sophisticated Investors, Family Offices, Wealth Advisors, Distributors and Alternative Asset Managers

Event | October 3, 2017

Katten will host a program on tax-efficient investing, structuring and portfolio allocation, and utilization of insurance dedicated funds (IDFs) and other private placement variable annuity (PPVA)/private placement life insurance (PPLI) products at 2:00 p.m. (ET) on Tuesday, October 3. Henry Bregstein, global co-chair of the firm's Financial Services practice, will moderate the discussion, and Katten participants will include Phil Tortorich, Private Client Services partner, as well as Trusts and Estates associate Jonathan Byer.

Panelists will discuss:

  • Portfolio Construction and Tax-Efficient Investment Allocation
  • Distribution and New Product Direction
  • Illiquid: Structuring and US and Cross Border Tax Implications
  • Integrating Tax Efficiency into estate Planning, US and Cross Border

The panel will also include speakers from program sponsors Crown Global, Lombard International, Mercury Capital Advisors, Prudential, SALI Fund Services and Zurich.

Additional speakers from AllianceBernstein, Partners Group, JPMorgan and Winton Group will be providing their insights.

For more information, please contact Michelle Robinson.

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