Topic 1: Opportunity Zones – Worth the Hype? A new batch of tax regulations from the Treasury Department will establish the most comprehensive guidelines yet for what sorts of investments may qualify for tax benefits associated with opportunity zones. Hear from a tax attorney, an institutional investor who is gung-ho, and the head of a private open-end real estate fund that has found more middle ground. Moderating the panel will be asset allocator and skeptic on this opportunity, Matt Kishlansky: gold or fool’s gold?
Mitchell W. Goldberg, Partner, Berger Singerman
Preston R. Sargent, Executive Vice President, Bailard, Inc.; President and CEO Bailard Real Estate Fund
Jay Soave, Managing Principal, Cadence Capital Partners
Matthew Kishlansky, Principal, GenTrust – Moderator
Topic 2: Storytelling: Who, When, How and Now What? Acquisition Due Diligence – As Told by a Buyer, a Seller, and a Post-Transaction Integrator
Richard Adler, Founder, Red Arrow Capital
Rush Benton, CFA, Senior Director, Wealth Management Practice Leader, CAPTRUST Financial Advisors
Bonnie McCullough, Chief Financial Officer, CAPTRUST Financial Advisors
Topic 3: Cultivating Great Culture and Teams
The world of work is changing fast. Attracting and retaining great talent is becoming more competitive. Gallup's latest study reveals that only 34% of employees in the United States are engaged in their jobs. Employee expectations are rising. Millennials seek to work for purpose, and we have more generations to manage and develop than in the past. Terms like "Employer Branding" and "Employee Wellbeing" are flooding session titles and article headlines. How do we sift through all the content and the pressure? In this 90-minute workshop, we are going to get to the heart of your business and map out the fundamental pillars of your firm's culture. You will leave with a draft action plan to intentionally design and produce a stickier, more meaningful culture at your firm.
Amira El-Gawly, Founder, Manifesta, Culture Designer & Executive Coach
Topic 4: Best Practices for Mitigating Risks of Diminished Capacity and Elder Financial Exploitation
Debbie Noury, Senior Director, Elder Financial Investigations, Fidelity Investments
As society continues to age at an unprecedented rate, so does the victimization of our most vulnerable clients. Increased awareness of elder exploitation has put additional responsibility by regulatory and other agencies on financial firms to detect, protect and respond to this crisis. This presentation will discuss the red flags of diminished capacity and elder financial exploitation; the financial, reputational and regulatory risk firms are facing in this space as well as best practices in protecting our clients and the firm.