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With founder/CEOs Jonathan Fish (Capitalgains), Nirian Shrestha (Kwant), Byron Slosar (Hello Hive), Scott Hall (Althub), James Coleman (Venture Capital, Morgan Stanley), Paul Saint-Pierre (Chief Compliance Officer, Oppty Zones), Brian Phillips (The Pearl Fund).
Wed, Jun 05, 2024 @ 09:00 AM   FREE   Venue, To Be Announced

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This event is a part of NY#TechWeek - a week of events hosted by VCs & startups to bring together the tech ecosystem in the greater NYC area.nYouve taken a big risk to be a founder, VC or venture investor. Once the big payoff comes if you structured things properly early on you wont have to pay any US taxes on your reward.nThis session will discuss how venture funds & startups can organize themselves such that the exits can be tax free for their investors & founders & help startup investors better managing returns.nThere are two separate provisions in the US tax law that allow for tax free gains upon exit: The Opportunity Zone Program (OZ) & the Qualified Small Business Stock (QSBS). The Pearl Fund is a national leader in using both these tax advantages for the last several years.nAn expert on each of these tax programs will present an brief overview of why & how to use them tax & where to find out more information if you want to deploy them.nNOTE: This is not a detailed tax session but a high level overview of these programs with resources on how to learn more.nThe Pearl Fund will also have a few of our portfolio companies & investors present describe how using both these programs has benefited them.nThe Morgan Stanley Marathone group specializes in cash management solutions for venture funds & startups will give a quick overview of strategies that can be deployed maximize both safety & returns for venture cash.nThis session is for investors, fund managers, startup attorneys & accountants as well as founder/CEOs of early stage companies that want to explore if these US tax incentives might be something they want to use.nSpace is provided courtesy of WeWork, & is limited so registration & pre-approval is requirednSponsored by:nThe Pearl Fund, Morgan Stanley, QSBS Experts & WeWorknSpeakers:nModerator: Brian Phillips - Managing Partner, The Pearl Fund www.thepearl.fundnJames Coleman, Financial Planning Specialist, Venture Capital, Morgan StanleynPaul Saint-Pierre - Chief Compliance Officer for Opportunity Zones, The Pearl Fund www.thepearl.fundnJonathan Fish - Founder, CEO Capitalgains.comnNirian Shrestha - Founder/CEO, Kwant Inc www.kwant.ainByron Slosar - Founder/CEO, Hello Hive www.hellohive.comnScott Hall Founder/CEO, Althub Inc
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