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Tax-Efficient New Products for Sophisticated Investors, Family Offices and Alternative Asset Managers

Presented by Katten Muchin Rosenman LLP
Seminar | November 17, 2015

Henry Bregstein, co-head of the firm's Financial Services group, will moderate the "Tax-Efficient New Products for Sophisticated Investors, Family Offices and Alternative Asset Managers" panel discussion with industry professionals, including Private Client Services partner Philip Tortorich, at 5:00 p.m. (ET) on Tuesday, November 17. The panelists will discuss insurance-dedicated funds (IDFs) and other private placement variable annuity (PPVA)/private placement life insurance (PPLI) products and why they represent a significant opportunity for sophisticated investors, family offices and alternative asset managers to help facilitate tax-efficient investing. Discussion topics include:

  • Overview of PPLI and Annuities – Why Do They Make Sense Now?
  • Building an Insurance-Dedicated Fund – Alone or on a Platform, and Other Considerations
  • Distribution – Past, Present and Future

To register for this event, click here.

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