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July 2019 Webinar
July 19, 2019 @ 12:00 pm - 1:00 pm
Overview:
Please join Pete Klos of Natixis Investment Managers for a seminar designed to educate participants on the impact taxes can have on investments and the techniques that can be applied to maximize after-tax returns. The course also compares and contrasts the taxation of different investment vehicles, and looks at the effects of recent tax code changes.
Topic: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing
Location: Online Only
Speaker: Pete Klos
Peter Klos is a Portfolio Manager and Senior Vice President at Managed Portfolio Advisors®, a division of Natixis Advisors, L.P. His areas of focus include manager due diligence, tax management, and trade implementation. Mr. Klos started with the company in 2004. Prior to joining Natixis, Mr. Klos worked at UBS in multiple roles within their managed account and private client groups. He has more than 16 years of investment management experience. Mr. Klos received his MBA from the Haas School of Business at the University of California, Berkeley and a BS in finance from Villanova University. Mr. Klos is also a CFA® charterholder and member of the CFA Society of San Francisco.
Featured Partner: Scott Pyes, Natixis