Alternative Investments in Taxable Accounts
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Part 1 of 6 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.
Alternative investments cover a seemingly endless range of strategies and come in many different structures – having a well-designed alternative offering can be a challenging task for an investment advisor. In this event, a series of subject matter experts will discuss either how they view the space from an advisor’s perspective or how they have created solutions for advisors with taxation in mind.
Robert Antonucci | Robert Antonucci is a managing director in KPMG’s Los Angeles office. He has more than 16 years of public accounting experience. He has experience in serving clients in the private equity, investment and real estate industries, including partnerships, Real Estate Investment Trusts (REITs), S-corporations, and corporations. Robert primarily focuses on serving clients in the private equity, investment and real estate industries. He has experience with partnership taxation, taxation of REITs, taxation of S-corporations, taxation of corporations, taxation of individuals, and state taxation. Back To Top ^^
Audie Apple | Audie Apple is an Investment Specialist based in New York in the Deutsche Asset Management $90Billion global alternatives investment business. He is focused on supporting the Hedge Fund Advisory business which covers public and private market strategies across the liquidity spectrum. During his 20+ year career in financial services, Audie has served in a variety marketing, sales, product development and leadership roles with firms such as AllianceBernstein and Principal Financial Group. Audie has addressed audiences of institutional investors as well as investment research and management industry professionals on the capital markets and investment product innovation and development – in the U.S., Europe, Asia and Latin America. Back To Top ^^
Dani Evanson | Dani Evanson is a Managing Director from RMA Real Estate Investment Advisors who focuses on creating customized real estate investment solutions for family offices and RIAs. Dani will be sharing a real estate idea that generates tax exempt income through the acquisition of subordinated bonds used to finance affordable housing properties. Back To Top ^^
Brian Murphy | Brian Murphy is a Portfolio Manager from Vivaldi Capital Management. Brian has over a decade of investment experience at both multi-manager and single strategy hedge funds. He regularly conducts research on alternative strategies ranging from hedge funds to private equity and real estate. Brian will be sharing his views on different strategies and potential tax issues from an allocator's perspective. Back To Top ^^
Alternative investments cover a seemingly endless range of strategies and come in many different structures – having a well-designed alternative offering can be a challenging task for an investment advisor. In this event, a series of subject matter experts will discuss either how they view the space from an advisor’s perspective or how they have created solutions for advisors with taxation in mind.
Robert Antonucci | Robert Antonucci is a managing director in KPMG’s Los Angeles office. He has more than 16 years of public accounting experience. He has experience in serving clients in the private equity, investment and real estate industries, including partnerships, Real Estate Investment Trusts (REITs), S-corporations, and corporations. Robert primarily focuses on serving clients in the private equity, investment and real estate industries. He has experience with partnership taxation, taxation of REITs, taxation of S-corporations, taxation of corporations, taxation of individuals, and state taxation. Back To Top ^^Audie Apple | Audie Apple is an Investment Specialist based in New York in the Deutsche Asset Management $90Billion global alternatives investment business. He is focused on supporting the Hedge Fund Advisory business which covers public and private market strategies across the liquidity spectrum. During his 20+ year career in financial services, Audie has served in a variety marketing, sales, product development and leadership roles with firms such as AllianceBernstein and Principal Financial Group. Audie has addressed audiences of institutional investors as well as investment research and management industry professionals on the capital markets and investment product innovation and development – in the U.S., Europe, Asia and Latin America. Back To Top ^^Dani Evanson | Dani Evanson is a Managing Director from RMA Real Estate Investment Advisors who focuses on creating customized real estate investment solutions for family offices and RIAs. Dani will be sharing a real estate idea that generates tax exempt income through the acquisition of subordinated bonds used to finance affordable housing properties. Back To Top ^^Brian Murphy | Brian Murphy is a Portfolio Manager from Vivaldi Capital Management. Brian has over a decade of investment experience at both multi-manager and single strategy hedge funds. He regularly conducts research on alternative strategies ranging from hedge funds to private equity and real estate. Brian will be sharing his views on different strategies and potential tax issues from an allocator's perspective. Back To Top ^^
| Registration Fees $25 (Member) | $50 (Non-Member) Part 1 of 6 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here. |
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Shutters on the Beach Valet: $15
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If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
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If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
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Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Series Chairs:
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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