Katten will present "The Latest Evolution in Tax-Efficient Investing for Sophisticated Investors, Family Offices, Wealth Advisors, Distributors and Alternative Asset Managers" at 2:00 p.m. on Monday, October 28, moderated by Financial Markets and Funds partner Henry Bregstein, along with an invitation-only Advanced Basics program preceding it at 1:00 p.m. Panelists will discuss tax-efficient investing, including utilization of insurance-dedicated funds (IDFs) and private placement variable annuity (PPVA)/private placement life insurance (PPLI) products, opportunity zone funds and non-resident trusts.

For more information, contact Nicole Stephens.

Parker New York
119 West 56th Street
New York, NY 10019