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February 2018

All Hands and Hearts Fight for Education

February 15 @ 18:00 - 22:00

On behalf of All Hands and Hearts, Smart (AHAH), we invite you to join us in the most exciting event of the season. Putting a spin on a traditional fundraiser event, the Fight For Education (FFE), features amateur martial arts matches from some of Wall Street's bravest who will be stepping in the ring to support a very important cause, along with other surprise entertainment. Come cheer on the fighters from Avenue Capital, First New York, Tradition, Goldman Sachs, Cantor Fitzgerald, Evolution, BNP…

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Investing for Impact

February 15

Growing concern about global trends is making investors keener than ever to understand where the world is heading and how they should put their capital to work. On February 15th in NY join editors from The Economist and 200 financiers, institutional investors, policymakers, academics, impact investors and philanthropists at Investing for Impact for a challenging conversation on the issues that will determine whether impact investing remains niche, or becomes a serious agent of global change. As part of our network, enjoy a 15% discount…

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Grant Thornton Tax Reform Seminar & Luncheon

February 12 @ 12:00 - 15:00

Grant Thornton, in collaboration with The NY Alternative Investment Roundtable, invites you to attend a Tax Reform Seminar on Monday, February 12th in Grant Thornton’s Manhattan Office. During this two and a half hour seminar, leaders in Grant Thornton’s tax practice will cover need-to-know tax reform highlights on a variety of topics, including impacts to the following:   ·         Federal Domestic Taxes ·         International Taxes ·         State and Local Taxes Please see registration page for additional specific topics that will be addressed depending on interest and replies.…

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Asset Managers Tech Roundtable, Boston Mass.

February 12 @ 08:30 - 11:30

Agenda for Asset Managers Tech Roundtable: 8:30 to 8:50 a.m. Registration and Networking 8:50 to 9:00 a.m. Welcome & Opening Remarks by Xavier Touret, Senior Vice President of Natixis Asset Managers 9:00 to 9:50 a.m. First Presentation: What are the types of potential opportunities available to financial services firms that can flow from Blockchain, DLT and related technology? Includes Audience Q and A 9:50 to 10:00 a.m. Break 10:00 to 10:45 a.m. Second Presentation: What are the perceived hurdles that…

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Tax Reform for Hedge Funds, Private Equity and Alternative Assets: Final Bill Impacts

February 8 @ 13:00 - 14:00

Understand the final tax reform provisions and how they will affect hedge funds and private equity funds. We will discuss the final tax reform bill, including specific provisions that could impact your fund’s planning and strategies in 2018 and beyond. Key learning objectives: Overview of the key provisions in the Tax Cuts and Jobs Act (TCJA) Analysis of the impact on hedge funds, private equity funds, management companies and general partnerships Discuss transition rules and long term planning opportunities Who…

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WEBINAR: Tax reform: Individual & Estate Planning

February 7 @ 12:00 - 13:00

What does the most significant overhaul of the tax code since 1986 mean to you, and how does it affect your tax and estate planning? Some of the changes will create new opportunities to retain and transfer wealth; however, individuals need to tread lightly as the complexity and uncertainty of the law could also create unintended consequences. Join the Baker Tilly private client group for this discussion covering: Individual income tax changes Planning considerations for individuals Estate, gift and generation-skipping…

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A “Celebration of Life” for Eric Saucedo

February 5 @ 18:00 - 22:00

A “Celebration of Life” memorial event is being held on behalf of Eric Saucedo, who passed away on January 5th. Friends and acquaintances are welcome to attend. To learn about the efforts of Eric's family to raise awareness about the dangers of depression in the wake of his suicide, click here. 

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Tax reform: How it will impact individual and estate planning

February 1 @ 08:00 - 10:00

Baker Tilly’s private client group is pleased to invite you to our complimentary breakfast event featuring a presentation on Tax reform: How it will impact individual and estate planning. Join us as we provide a review of the key provisions of tax reform that will affect individuals, trusts and estates in 2018 and beyond. *CPE credit is available for this event. Space is limited. Please RSVP as soon as possible to reserve a seat.

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January 2018

NY DFS cybersecurity law: implementation lessons learned

January 31 @ 13:00 - 14:00

With almost a year past since the first effective date of the finalized New York State Department of Financial Services’ (NY DFS) cybersecurity law, many financial services institutions have implemented the regulation’s required policies and practices. Join us for this special webinar as Baker Tilly’s cybersecurity specialists review the finalized law, discuss lessons learned from institutions who have implemented portions of the regulation and provide best practices your organization can use while preparing for the remaining compliance requirements. Key learning…

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Cybersecurity and beyond: What hedge and private equity funds need to know

January 30 @ 08:00 - 10:00

Baker Tilly’s Asset Management practice together with EFSI (Essential Fund Services International, LLC) are pleased to invite you to our next breakfast series featuring a presentation on Cybersecurity and beyond: What hedge and private equity funds need to know. Speaking topics will include: Current state of cybersecurity Developments in cybersecurity regulation Third party vendor risk management Cryptocurrency and new challenges for the alternative asset industry Polymorphic encryption technology Space is limited. Please RSVP as soon as possible to reserve a seat.

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