Axioma Taxable Wealth Innovation Luncheon

Join us for an exclusive lunch to explore the capabilities, trends and real-world applications defining the next generation of wealth portfolio management and construction. Whether you're an existing client or exploring what Axioma solutions can do for your firm, this is an opportunity to go deep on the topics that matter most to your practice.

Agenda

12 PM - 12:30 PM
Lunch & Welcome

12:30 PM – 1:15 PM
Householding, Asset Allocation & Multi-Asset Class Optimization
Walid Bandar, Wealth Specialist

1:15 PM – 2 PM
Client Spotlight: Long-Short Tax-Aware Optimization in Practice
Slava Malkin, Senior Quantitative Long/Short Portfolio Manager, Northern Trust

2 PM – 2:15 PM
Break

2:15 PM – 2:45 PM
Transition Management & Charitable Gifting (TBC)
Sercan Yildiz, Senior Director, Analytics Research

2:45 PM – 3 PM
Closing Remarks

Reserve your seat
Spaces are limited. This event is open to existing Axioma clients and qualified prospects. We reserve the right to decline registrations.