Active Tax Management: New Strategies and Solutions for Improved Outcomes – 55ip – 5.29.19

Summary:

Now On Demand.

Building custom index strategies leveraging ETFs with scalable, next generation tax technology can help clients improve after-tax returns and long-term wealth outcomes. Join Dr. Vinay Nair, Chairman of 55ip, and Wes Graves, SVP, 55ip, for a discussion about the options, challenges and opportunities in the new age of active tax management.

• Active tax management overview – a new approach
• Custom indexing with ETFs
• Introduction to 55ip’s tax technology platform

Speakers:

Dr. Vinay Nair is a serially-successful entrepreneur and leading academic. He is the founder of TIFIN, a New York City-based venture studio that is building scalable businesses using technology and deep intelligence for the financial services industry. He is also a visiting professor at The Wharton School and has taught MBA and undergraduate students for over 15 years. Prior to TIFIN, Dr. Nair founded 55ip, a tech-enabled investment strategy engine that helps financial advisors design, own and automate tax-managed asset allocation strategies. He continues to serve as Chairman at 55ip. Dr. Nair has published in leading finance journals, and is sought frequently as an expert on both investment management and entrepreneurship. He authored “Investing for Change” (Oxford University Press, 2008), a book on the use of social considerations in investment management. Dr. Nair completed his PhD in Financial Economics from the Stern School of Business at New York University with an award for the best thesis. His undergraduate studies were at the Indian Institute of Technology, where he was awarded the Governor’s Gold Medal for curricular and extracurricular excellence.

Wes Graves has over 15 years of experience in the financial services industry creating and implementing a variety of strategic initiatives. He has worked with various products including ETFs, mutual funds, 401ks, SMAs and annuities within the RIA, institutional consultant and broker-dealer channels. His strategic initiatives have focused on distribution and relationship management. He is a graduate of SUNY Geneseo with a Bachelor of Science in Business Administration.