Please join us for a discussion, moderated by Katten’s industry-leading authority Henry Bregstein, on tax-efficient investing (TEI), including insurance-dedicated funds and separately managed accounts (IDFs/ID-SMAs), private placement variable annuities (PPVA) and life insurance (PPLI) products, asset manager and investment strategy allocation, family office structuring, and more. Panelists include representatives of our sponsors, as well as Manor House Capital, Morgan Stanley and SandboxAQ, and notable Katten partners. 

Join us, our gracious sponsors and your friends and colleagues after the program for Katten’s Inaugural TEI Networking Event for signature cocktails and tequila tastings at our Tiki Bar, and good food on our new terrace overlooking Rockefeller Plaza