12th Annual Tax Efficiency Investing Forum
Hosted by By Henry Bregstein
Location, or Event type: Katten's New York Office
12th Annual Tax Efficiency Investing Forum
Conference, Hosted By By Henry Bregstein
Date: Thu, Sep 12, 2024- 12:30 PM
What do you need to know about tax-efficient investing (TEI)? How are current events shaping the TEI landscape? Join us for an exciting and informative day of topical panel discussions featuring information that is newsworthy and top of mind, including:
- Invaluable Inside IDF Manager Information
- Tax and Regulatory Update
- Tax Efficient Portfolio Construction
- Distribution of Tax Efficient Investments, and
- An Asset Management AI Conversation With Fabrizio Gallo and Ruggero Gramatica, Founders of Insightmill
The discussion will be moderated by Henry Bregstein, Katten’s industry-leading authority.
After the program, join us, our gracious sponsors, and your friends and colleagues for the networking reception. We will enjoy cocktails, a tequila tasting from Lalo and small bites on our terrace overlooking Rockefeller Plaza.
To view the agenda, please click here.
