Upcoming Events


  • Thursday
    5
    February

    Tax-Advantaged Solutions for Diversifying Concentrated Stock Positions

    Feb 5, 06:00 PM - 08:00 PM (ET)
    Tax-Advantaged Solutions for Diversifying Concentrated Stock Positions Join us as our panel shares their real-world insights on what's working today and emerging opportunities that could reshape how we approach concentrated wealth. Register here
    Stamford, CT, United States

  • Thursday
    19
    March

    2026 Forecast Dinner - Save the Date

    Mar 19, 05:30 PM - 08:00 PM (ET)
    We are delighted to announce that our 24th Forecast Dinner is scheduled for 19 March 2026.  This year's event will feature Jeff McMillan, Head of Firmwide Artificial Intelligence at Morgan Stanley, as the Keynote Speaker. Registration will be opening soon.
    Stamford, CT, United States