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| less than a minute read

Join Katten for the 11th Annual Tax-Efficient Investing Program on September 13

CLICK HERE to register for this event.

Industry-leading authority Henry Bregstein will moderate a half-day program 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. Panelists include representatives of our sponsors, as well as Manor House Capital, Morgan Stanley and SandboxAQ, and notable Katten partners. 

The program includes Katten’s Inaugural TEI Networking Event on the New York office's terrace overlooking Rockefeller Plaza. 

Please click here for the most updated agenda.
Join Katten for the Latest Evolution in Tax-Efficient Investing for Sophisticated Investors, Family Offices, Wealth Advisors, Institutional Investors, Distributors and Alternative Asset Managers!


financial markets and funds, financial regulation, financial regulatory, crypto, transactional tax planning, private wealth, artificial intelligence, asset management, family offices, katten events