Katten will present its 12th Annual Tax-Efficient Investing Forum beginning at 12:30 p.m. on Thursday, September 12, moderated by Katten's industry-leading authority, Alternative Products Chair Henry Bregstein. It will feature Katten panelists including Private Wealth Partners David Allen and Kathryn von Matthiessen, and Financial Markets and Funds Associate Elise Michael, as well as outside speakers who will cover topics that are newsworthy and top of mind, such as:
- 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
To view the agenda, please click here.
To learn more, contact Sami Altshul.
