Katten’s 13th Annual Tax-Efficient Investing Program

What do you need to know about PPLI, PPVA, IDFs, ID-SMAs, VACs and other tax-efficient investing (TEI) strategies? How are current events shaping the TEI landscape? Join us for an exciting and informative day of topical panel discussions featuring panelists with hundreds of years of experience and over a trillion dollars' worth of expertise:

• IDF Manager Forum I — Across the Credit Strategy Spectrum
• Tax and Regulatory Update — Almost Everything Individuals, Family Offices, Pension Plans, Insurance Company Investors, Investment Managers and Non-US Persons Need to Know
• Asset Location — Critical Return Optimization Beyond Asset Allocation through PPLI, PPVA, Trusts, Situs and Strategies
• Accessing and Distribution of Tax Efficiency
• IDF Manager Forum II — Across the Broader Spectrum

The discussion will be moderated by Katten’s industry-leading authority, Henry Bregstein.

Join us, our gracious sponsors, and your friends and colleagues after the program for Katten’s “Taxes and Tequila” reception with outstanding Lalo tequila for signature cocktails and tequila tastings, and great food on our terrace overlooking Rockefeller Plaza!

Agenda

12:30–1:00 p.m.

Registration and Box Lunch

1:00–5:00 p.m.

Program

Manager Forum — Credit Across the Spectrum

• Performance Broken Down
• Economic and Political Tail Risks
• Future Outlook — Which Credit and Other Strategies Will Prevail
• Capital Flows

Tax and Regulatory Update — Almost Everything You Need to Know

• Current Issues
• Impacts of One Big Beautiful Bill — Tax Provisions
• Family Office Considerations
• Looking Over the Horizon

Asset Location — Return Optimization Beyond Asset Allocation

• Accessing Tax and Structural Alpha Through, e.g., PPLI, PPVA, GACs, IVA, Treaty Benefits, Trust Situs, Investment Strategies, for:
• Individuals (Including Pre-Immigration Planning)
• Family Offices
• Insurance Companies
• Pension Plans, Foundations and Other Tax Exempts
• Non-US Investors/SWF

Distribution and Accessing Tax Efficiency

• Bank Platforms
• Independent RIAs
• Financial/Insurance Advisors
• Fintech Access Platforms — Hight-Net-Worth, Mass Affluent Markets and Beyond
• Insurance Dedicated Separately Managed Accounts
• Simplified and Guarantied PPLI Programs

Manager Forum — Across the Broader Spectrum

• Credit, life settlement, CLO equity, secondaries
• Performance Broken Down 
• Future Outlook — Which Strategies Will Prevail
• Capital Flows

5:00–7:00 p.m.

“Taxes and Tequila” Reception