This March, Opal Financial Group will bring two events to New York, the Investment Consultants Forum and the Trust, Tax, and Estate Planning Forum.
The Fourth Annual Investment Consultants Forum will provide a unique environment for developing dialogue between plan sponsors, managers and consultants. The event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.
The inaugural Trust, Tax, and Estate Planning Forum, a Private Wealth Series event, is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals. The Forum will address issues relevant to family offices and features Keynote Speaker Joseph P. Toce, Jr, Managing Director of WTAS discussing “Tax Planning for the Rich and Famous”.
The events will be held at the Grand Hyatt New York on March 7, 2011. The hotel is located in the heart of Midtown Manhattan, adjacent to Grand Central Station within walking distance to Times Square and easy access to the rest of New York City.
Further Information on the Investment Consultants Forum can be found here.
Further Information on the Trust, Tax, and Estate Planning Forum can be found here.
To register for either event, click here.