Investor Telephone Seminars

Historic Rehabilitation Tax Credits: Using Tax Incentives to Develop and Invest in Historic Properties ... monetize the tax credits from both the developer and the investor perspective, and will conclude with a brief discussion of other tax incentives that can be used in conjunction with HTCs as well as information on recent legislative/judicial developments regarding the use of HTCs. At the conclusion of this live audio conference, you will have an understanding of the tax/regulatory rules and  more...

Understanding the Basics of Bankruptcy and Bankruptcy Terminology BenefitsThe current economic environment makes bankruptcy a particularly timely and relevant topic. Whether you are forced to deal with bankruptcy issues as a debtor, secured or unsecured creditor, lessor or lessee, or investor looking for distressed-asset opportunities, this live audio conference will give you a road map to understand the bankruptcy process. This live audio conference is  more...

Planning Fundamentals for Illiquid Assets BenefitsPlanning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved. Practitioners advising clients with substantial liquid assets need to identify the unique problems and provide guidance and solutions to deal with them. This teleconference will review a broad range of issues and planning opportunities affecting illiquid assets,  more...

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science ...suring that the instrument clearly and fully reflects the investor's expectations and the firm's responsibilities; and a senior member of the staff of an asset manager who can give a real life view of an IPS 'from the trenches.' The teleconference will focus on the underlying bases for the establishment of an investment policy statement and the various techniques used to ensure that it is  more...

Pay-for-Performance Redefined ...investor community, and unprecedented media attention continues to change the environment in which compensation committees operate. The pace and direction of change is volatile and while committees focus their attention on design efficacy and business results, the landscape is such that the historical pay-for-performance perspective is no longer sufficient. This teleconference will explore how  more...