Katten will present its 11th Annual Tax-Efficient Investing Forum on Wednesday, September 13, and will feature a variety of speakers from Katten and our sponsors, among others. Moderated by Katten's industry-leading authority and Alternative Products chair, Henry Bregstein, the program will include discussions 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.

At 1:50 p.m., Investment Management and Funds co-chair Allison Yacker will speak on the "PPLI/PPVA — Use Cases & Opportunities, Structuring Trends" panel, with discussion topics including:

  • Institutional Investors — iCOLI, BOLI, & Non-US Investors (Treaty/Non-Treaty & Section 892)
  • Wealth Advisors/RIAs
  • Private Equity, Closed End & Evergreen Structures

At 3:25 p.m., Transactional Tax Planning partner and chair Saul Rudo and partner Jill Darrow will speak on the "Family Office — Tax-Efficient Structuring & Investing" panel, discussing topics including:

  • Tax-Efficient Structuring of a Family Office
  • Tax Update
  • PPLI/PPVA Utilization
  • AI/Cyber Concerns

At 4:15 p.m., Private Wealth partner Kathryn von Matthiessen will speak on the "Distribution Roundtable — PPLI/PPVA Products & Best Practices." Discussion topics will include:

  • Best Practices
  • ID-SMAs and Investor Control
  • Democratization of PPLI
  • Role of Insurance Companies
  • Investor Concerns & Trends

To learn more, contact Sami Altshul.

Register for the 11th Annual Tax-Efficient Investing Forum.