Tue, Feb 27|
February 27th | Joint Dinner Event | FPA of Miami & CFA Society Miami | Hosted by Bilzin Sumberg
Please join us for a very special joint dinner event between the Financial Planning Association of Miami & CFA Society Miami. WHAT ADVISORS SHOULD BE DISCUSSING WITH CLIENTS POST TAX REFORM From Bilzin Sumberg THE FUTURE OF INVESTMENT MANAGEMENT FEES from AllianceBernstein
Time & Location
Feb 27, 2018, 5:30 PM – 8:00 PM
Bilzin Sumberg, 1450 Brickell Avenue, 23rd Floor, Miami, FL 33131, USA
About The Event
This will be an amazing joint dinner event between the FPA of Miami and CFA Society Miami, hosted at the beautiful Brickell offices of our host & sponsor Bilzin Sumberg. The event will have plenty of networking opportunities as well. Limited Capacity! Register NOW!
- 5:30 - 6:00 Registration, Networking, & Drinks
- 6:00 - 6:15 Welcome & Introductions
- 6:15 - 7:00 The Future of Investment Management Fees
- 7:00 - 7:15 Break & Networking
- 7:15 - 8:00 What Advisors Should Be Discussing With Their Clients Post Tax Reform
The presentations will be on:
The Future of Investment Management Fees
Presented by: Ivan Rudolph-Shabinsky, CFA
Senior Vice President & Credit Portfolio Manager, Alliance Bernstein
Description: Major industry changes are being enacted in regards to investment management fees. Ivan Rudolph-Shabinsky, CFA - Senior Vice President & Credit Portfolio Manager at AB Bernstein will provide an overview to innovative forms of performance-based pricing for retail mutual funds and investor portfolios and discuss the future of I.M. fees.
What Advisors Should be Discussing with Clients Post Tax Reform
Presented by: Jennifer Wioncek, Esq., Patrick Lannon, Esq., & Milred Gomez, Esq. | Bilzin Sumberg
Description: The Jobs and Tax Cuts Act was a major overhaul to the federal tax system. This presentation will cover a selection of income, gift/estate and business tax changes that FPA members should know and be discussing with their clients .
Ivan Rudolph-Shabinsky, CFA is a Senior Vice President and Credit Portfolio Manager, focusing primarily on the Low Volatility High Yield Strategy and the Short Duration High Yield Fund on the Luxembourg-domiciled fund platform, designed for non-US investors. He is a member of the Credit and High Yield fixed-income portfolio-management teams, and a member of the internal Credit Research Review Committee, the primary investment policy and decision-making committee for all AB’s credit-related portfolios. Rudolph-Shabinsky joined the firm in 1992 as a portfolio manager, and managed the Stable Value and Inflation-Linked Bond strategies. He has held other leadership posts at the firm, including head of Product Development and head of Product Management. Rudolph-Shabinsky has also authored or co-authored a number of papers, including “Beyond Interest Rate Anticipation: Strategies for Adding Value in Fixed Income” (2000) and “Assigning a Duration to Inflation-Protected Bonds” (1999), both published in the Financial Analysts Journal. He also co-wrote “Managed Synthetics,” published in The Handbook of Stable Value Investments (1998), and “LDI: Reducing Downside Risk with Global Bonds” (2012), published in The Journal of Investing. Rudolph-Shabinsky has written many blogs highlighting the risks in bank loans and in high-yield CCC-rated bonds. He holds a BA in economics and Soviet/East European studies from Cornell University and an MBA from Columbia University, and is a CFA charterholder. Location: New York
Jennifer Wioncek, Esq. Jennifer is a Partner in Bilzin Sumberg's Tax & Estate Planning Group. Jennifer's practice focuses on domestic and international trust and estate planning. She advises high-net-worth individuals and family offices on both domestic and international trust and estate planning matters, multijurisdictional estate administration matters, and acquisition, maintenance, and sale of U.S. real estate by foreigners.
Jennifer also handles pre-immigration planning, expatriation planning, international reporting and compliance, and offshore voluntary compliance. Jennifer is an active speaker in the community, focusing on international tax planning issues, and is an adjunct professor at the University of Miami School of Law Tax LL.M. program, where she teaches multiple classes in the area of trusts and estates. She is also a volunteer for the Leadership Council on Legal Diversity (LCLD) Success in Law School Mentoring Program.
Jennifer is recognized as a leading tax, trusts and estates "Power Woman" attorney by Citywealth. She is listed as one of 40 "Rising Star" South Florida attorneys under the age of 40 by the Daily Business Review, and has been consistently recognized as a "Rising Star" by Florida Super Lawyers. She was also recognized as an "Up and Comer" by South Florida Legal Guide.
Jennifer received her law degree, graduating magna cum laude, and a master's degree from St. Thomas University. She holds a Master of Laws in Taxation from New York University, and graduated magna cum laude from St. Leo University with her bachelor's degree.
Patrick Lannon, Esq. Patrick is a Partner at Bilzin Sumberg and a board certified specialist in Wills, Trusts and Estates. Patrick represents individuals both domestic and international with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated income and estate tax planning strategies. He also assists personal representatives, trustees, and beneficiaries with estate and trust administration and advises fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
Patrick lectures frequently and is the author of a number of articles on estate planning, estate litigation, probate, and trust topics including planning for out of state property, statutory tools for modification of irrevocable trusts, planning with irrevocable life insurance trusts, challenging transfers procured by undue influence, and domicile planning.
Patrick is a past adjunct professor of law for the graduate program in estate planning at the University of Miami School of Law and has guest lectured for the University of Miami School of Law on the topic of will drafting. Patrick is involved in a number of professional organizations dedicated to close coordination with a client's professional advisors to offer team-based solutions, including the Estate Planning Council of Greater Miami where he is a past president.
Patrick received his law degree, graduating magna cum laude from Harvard University, and earned his bachelor's degree, graduating summa cum laude from Columbia University.
Mildred Gomez, Esq. Mildred is a Partner in Bilzin Sumberg's Tax and Estate Planning Groups, where she practices in the areas of estate planning, estate tax planning, asset protection planning, generation-skipping transfer tax planning and probate and trust administration. Mildred works with both domestic and international clients. Mildred is a close confidante and trusted advisor to a range of high net worth clients, whose affairs often require the utmost sensitivity. She assists her clients in structuring their wealth in the most tax efficient manner possible, which often includes the use of limited liability companies and irrevocable trusts. A native Spanish speaker, Mildred frequently counsels Latin American clients. Her understanding of cultural nuances allows her to form uniquely personal relationships with her clients.
Mildred holds an LL.M. in Estate Planning from the University of Miami and a J.D. from the University of Florida Levin College of Law. While in law school, Mildred studied in San Jose, Costa Rica.
FPA of Miami Members
CFA Society Miami Member
FPA & CFA Society Non-Members