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CFA Society Hosts Seminar on Protecting Highly-Appreciated Stocks

Panel includes Tom Boczar, Elizabeth Ostrander, Mark Leeds, and Brian Yolles

CFA Society Hosts Seminar on Protecting Highly-Appreciated Stocks

CFA Society New York, the largest CFA society in the world with more than 10,000 members, hosted a seminar on September 27, 2017, to provide a comprehensive overview of strategies available to mitigate the risk of concentrated and highly-appreciated stock positions. Entitled “Protecting Highly Appreciated Stock Positions: The State of the Art,” the panel was moderated by Tom Boczar, CEO of Intelligent Edge Advisors, and included Elizabeth Ostrander, Head of Business Development for Intelligent Edge; Mark Leeds, Tax Transactions & Consulting Partner in Mayer Brown’s New York office; and Brian Yolles, CEO of StockShield.

The seminar can be viewed online and slides accessed here.