Matthew Allain Discusses Tax Efficient Investing at FT’s Investment Management Summit
New York, NY (October 7, 2014) – Matthew Allain, CEO of LeoGroup, was featured at the 5th Annual Financial Times Investment Management Summit at the New York Stock Exchange where he discussed taxation and the important role it plays in creating and managing tax efficient portfolios.
Head of LeoGroup Capital Markets John Gallagher and CEO Matthew Allain at the NYSE
5th Annual Financial Times Investment Management Summit
New Strategies for Achieving Growth and Mitigating Risk
Tuesday, October 7, 2014 | The New York Stock Exchange
This year’s Summit explored the evolving landscape of the global economy and the re-thinking of principles and wisdom that investment experts used to guide new investment strategies for generating greater returns and managing ever-changing risks.
By providing the latest and most innovative updates on investment and risk management strategies, the full-day Summit delivered informative and lively discussions as well as an unique networking opportunity for the industry’s leading financial advisors.
Panel Discussion: Creating a Tax Efficient Portfolio
Taxes can have a profound impact on an investor’s financial health. This is a subject that never grows old, but concern has increased in recent years due to the need to balance budget deficits as both the federal and state levels. How do you prevent taxes from wiping away the gains generated from the investment portfolio? What portfolio mix provides the most tax efficient returns? How do global investments impact the tax scenario for investors?
Matthew Allain, Chief Executive Officer, The Leo Group
Stephen Horan, Managing Director and Co-Lead, Education, CFA Institute
Stuart Lucas, Chairman, Wealth Strategist Partners
Moderated by: Joan Warner, Managing Editor, Financial Advisor IQ
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