iownit Private Talks: Why Do Alternative Investments Require Alternative Operations?

Panelists: Jared Feldman, Michael Zeuner, and Rashad Kurbanov
Moderator: David Hunt

Last week we hosted Jared Feldman and Michael Zeuner for a discussion related to private investments. The discussion covered some of the complexities related to the ongoing management of these types of investments.

If you are looking to learn more about private investments, the mindset necessary to invest in this asset class, and how these experienced practitioners are managing their client investments in private securities you will benefit from watching or listening to this discussion.

Panelist Biographies:

Partner & Leader, Private Client Group @Anchin, Block & Anchin
Jared Feldman, CPA, is a partner at Anchin and Co-Practice Leader of the Firm’s Private Client Group. He specializes in providing a wide array of accounting, tax, and advisory services for family offices, financial service executives, real estate developers, entertainment professionals, busy owners of privately held companies, and wealthy individuals. He focuses on the accounting, tax, and business issues his clients face, including the ever-changing tax and regulatory landscape, estate planning, philanthropic and next-generation planning, and business consulting. Prior to joining the Private Client Group, Jared spent 11 years in Anchin’s audit and accounting department in addition to one-year performing mergers and acquisitions advisory services to middle-market companies. Jared acts as a personal CFO to a broad range of clients.
 

 

Managing Partner @WE Family Offices
Michael Zeuner has been serving wealthy families for more than two decades. As one of three managing partners of WE Family Offices, he oversees the firm’s US business strategy. Michael is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth. In addition, Michael is a co-founder of the Institute for the Fiduciary Standard. Prior to his role at WE Family Offices, he served as senior executive partner of GenSpring Family Offices. In this capacity, he had responsibility for the leadership and management of GenSpring’s network of 10 family offices in the United States, that firm’s key advisory practices, and its delivery of high-quality client experience. In addition, he was a member of the firm’s Operating Committee. Before joining GenSpring, Michael was managing director and global head of Wealth Solutions at JP Morgan Private Bank.
 

 

CEO and Co-founder @iownit capital and markets
Rashad Kurbanov is the CEO of iownit capital markets, Inc and IOI Capital and Markets, LLC, wholly-owned registered Broker-Dealer subsidiary. Rashad brings more than 20 years of management and product development experience in the financial services industry. Rashad is responsible for the overall strategy of iownit as well as managing the growth of the Broker-Dealer business. Prior to starting iownit in March of 2017, Rashad had a successful career in the capital markets and management consulting industry. Over that period he held progressively more senior roles at the largest financial services firms, including Merrill Lynch, UBS, JP Morgan Chase, Bank of America, Barclays Capital, Societe Generale, Nomura, BNP, RBS, and CIBC. Through that work, Rashad has developed an in-depth knowledge of complex technology, operational, risk management, and compliance issues across all asset classes.

There will be limited transferability of security ownership interests and lack of a trading market. Prospective investors in private securities must be aware of the potential long-term nature of their investment and be able to bear the economic risks of their investment for an indefinite period of time. No material trading market currently exists for any securities on the platform. Ownership interests of private securities on the platform have not been registered under the Securities Act of 1933, as amended, or the securities laws of any state. The right of any prospective investor to sell or otherwise dispose of any of such securities is restricted by federal securities regulation and possibly by the specific terms of an issuer. Any transfers are also subject to compliance with the Securities Act of 1933, as amended, as well as state securities laws and the regulations promulgated pursuant thereto.

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