Lori Novak will speak on the panel “Valuation and Other Daily Challenges for Closed-End Fund Operations” at the ICI Retail Alternatives and Closed-End Funds Conference.
Event DetailsYear-end tax planning is a critical time for both individuals and businesses. The key is to evaluate your overall tax situation and implement the right tactics and strategies that will help you maximize opportunities and stay compliant.
Event DetailsCynthia Pedersen will speak on the panel “Regulatory Clarity: What’s Next for U.S. and Global Crypto Regulations” at the Boston Institutional Digital Assets Forum.
Event DetailsJoin us for a look back on Q3 activity in the multifamily, office, retail and industrial property sectors across the national real estate and construction industry, and a look ahead to what’s next in 2026.
Event DetailsRobert Velotta will moderate the panel, “Liquid Alts, Absolute Return or Conventional Hedge Fund Investing — Which Are Right for Your Portfolio in 2025?” at ALTSMIA.
Event DetailsMike Dellavalle spoke on the “Crypto ETFs: Navigating the Next Phase of Digital Asset Access” panel at ETP Forum.
Read MoreJoin us as we offer insights and ideas for high-net-worth individuals, including planning for income tax, itemized deductions, investments, charitable endeavors, estate and gift tax, retirement and more.
Read MoreJay Laurila spoke on the webinar “ETF Share Class: Asset Manager Considerations.”
Read MoreJay Laurila moderated the panel “Infrastructure, Critical Materials and Clean Energy Investments — What will the Path to Growth Look Like?” at ALTSTX.
Read MoreThe wait is over … The SEC’s long-anticipated approval of ETF share classes marks a defining moment for the U.S. fund industry. As the industry moves from planning to implementation, we hosted a timely discussion with practical insights for navigating the opportunities and challenges in this new era.
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