Lowtax Network

Back To Top

Archived Events: November, 2014

These events may no longer be current and any discount codes may be expired. This archive is for information only. To see a list of current and upcoming events, go to the main events section, here.

Accounting Today Growth & Profitability Summit 2014  

Accounting Today | Boca Raton Resort & Club

Middle East Family Office Symposium  

Opal Financial Group | Park Hyatt Dubai, Dubai, UAE

Middle East Investments Summit 2014  

Marcus Evans | Dubai, November 4-5 | +357 22 849 400

3rd Annual FATCA and Global Tax Compliance Forum  

Marcus Evans | New York, NY | 312.894.6310 | E: tylerke@marcusevansch.com

8th Tax Planning for the International Client  

Federated Press | Courtyard by the Marriott, Ontario, Canada | 1-800-363-0722

The 6th Annual Private Wealth Middle East 2014  

Private Wealth Middle East | Conrad Dubai | +44 (0) 20 7017 7790

Automatic Exchange of Information Congress  

London, UK | +44 (0)20 7336 4600 | OsneyMedia

Synergy 2014  

Accounting Today | Gaylord National resort & Conference Center in National Harbor, Md

Emerging Managers Summit South  

Opal Financial Group | Hyatt Regency Austin, Austin, TX

International Conference of Prices  

Ludwig von Mises Institute of Canada | Bahen Centre, University of Toronto, Canada |

OffshoreAlert London 2014: Financial Intelligence & Investigations Conference  

OffshoreAlert | The Bloomsbury Hotel, 16-22 Great Russell Street, London WC1B 3NN | +1 (305) 372-6296

Elite Summit 2014  

Marcus Evans | Montreux, November 12-14 | +357 22 849 400

Marine Money 15th Annual Ship Finance Forum New York  

Marine Money International | The Plaza Hotel, New York City | +1.203.406.0106

CFO Summit XXIX  

Marcus Evans | Las Vegas, November 13-15 | +1 312 894 6341

Tax Officers Summit XVIII  

Marcus Evans | Las Vegas, November 13-15 | +1 312 894 6341

Endowment and Foundation Forum  

Opal Financial Group | Boston Marriott Long Wharf, Boston, MA

Principles of International Tax  

Bloomberg BNA | Bloomberg LP, New York

Introduction to U.S. International Tax  

Bloomberg BNA | Hilton Boston Downtown, Boston

ASEAN Wealth Management Summit  

Financial Times | InterContinental Singapore | +852 2905 5515

Intermediate U.S. International Tax Update  

Bloomberg BNA | Hilton Boston Downtown, Boston

CFO Japan Summit 2014  

Marcus Evans | Tokyo, November 19-20 | +357 22 849 400


IBSA | MANDARIN ORIENTAL, LONDON | +44 (0)20 7426 8010

2014 Corporate Tax Developments - The Year in Review: New York  

Bloomberg BNA | Baker & McKenzie, 452 5th Ave, New York, NY 10018, USA

2014 Corporate Tax Developments - The Year in Review: Chicago  

Bloomberg BNA | Baker & McKenzie, 300 East Randolph Street, 50th Floor, Chicago, IL 60601, USA

Benelux Infrastructure Forum  

SMI Group Ltd | Movenpick Hotel Amsterdam City Centre | +44 (0) 20 7827 6000

Tax Planning for Non-Domiciliaries Conference  

IIR & IBC Financial Events | Crowne Plaza City, London, UK | +44 (0) 20 7017 7790
















Submit details of
your event to

Events Archive

Middle East Family Office Symposium

November 3-4, 2014
Park Hyatt Dubai, Dubai, UAE

As part of the Private Wealth Series, this family office and endowment conference is Opal's premier event for high net worth individuals, family offices, and endowments. The Dubai program is tailored to Middle Eastern investors who have an interest in new and exciting investment opportunities world wide. Whether you are interested in learning more about real estate, real assets, or how to continue to build on existing wealth, this conference gives delegates the opportunity to learn and mingle with industry experts.

3rd Annual FATCA and Global Tax Compliance Forum

November 4-6, 2014
New York, NY

This marcus evans conference comes at a pivotal time for the financial industry. With the global implementation of FATCA and anticipation of the Common Reporting Standard, the financial industry has never seen such a regulatory overload and focus on ensuring proper compliance processes. As these multi-national regulations become implemented and processed, increased and more detailed reporting is necessary.

➤ More

The agenda aims to assist leaders within the legal industry in digesting and analyzing the intricate processes and regulations required by the US Government and the Organisation for Economic Co-operation and Development (OECD).  Presentations will focus on the aforementioned topics, as well as implementing new systems to manage extraneous reporting demands, and how to anticipate the CRS.

Heads of FATCA, Information Reporting and Compliance from leading banking companies will interact with speakers and their peers in a classroom-style setting that fosters both audience interaction and engagement. Attendees will walk away from this forum with a thorough understanding of how to create a structured reporting framework based on best practices from the practical and operational examples provided.

Automatic Exchange of Information Congress

November 5-6, London

This is the single-most established Automatic Exchange of Information event in the world. Over the past 6 years it has built a strong reputation of attracting the best speaker faculty from Europe and the US in order to equip Financial Institutions with the tools needed to set in place solid strategies, robust systems and efficient processes on the road to compliance.

For more information and registration click here.


Emerging Managers Summit South

November 6-7, 2014
Hyatt Regency Austin, Austin, TX

If you are looking to expand and diversify your asset allocation by investing in emerging managers as well as women and minority owned investment managers, the emerging managers conference will provide the unique opportunity to access a diversified group of up-and-coming performance-oriented managers and manager of managers. The event will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program. If you are an emerging manager, you will learn the procedures used by institutions to launch and maintain successful emerging manager programs. This event will showcase a variety of emerging mangers as well as minority-owned manager funds and other high potential smaller investment firms, and it will offer participants invaluable networking opportunities..

OffshoreAlert London 2014: Financial Intelligence & Investigations Conference

10-11 November 2014
The Bloomsbury Hotel, 16-22 Great Russell Street, London WC1B 3NN

OffshoreAlert is bringing the leading North American educational & networking event for those in the highest end of international finance to London for the third consecutive year, where 150-plus finance industry stakeholders from more than 20 countries and jurisdictions are expected to be in attendance. There will be a variety of sessions for providers, clients and investigators of financial products and services. All with a view to helping them reduce their risk of becoming a victim of fraud and, if that has already happened, providing a road-map to recovering assets. Up to 14 CPD points are available.

To learn more, call +1 (305) 372-6296 or visit http://www.offshorealert.com/conference/london

Endowment & Foundation Forum

November 17-19, 2014
Boston Marriott Long Wharf, Boston, MA

The 16th Annual Endowment and Foundation Forum will provide a forum for free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this endowment and foundation conference will tackle issues that are most germane to nation's endowments and charitable foundations by examining critical investment topics, as well as need to align fiscal strategy with goals of a particular organization. Participants and delegates will speak on a range of issues, including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting industry sector, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with particular investment strategies.

Private Banking Latin America 2014

November 19-20, 2014

Now in its 8th Year, Private Banking Latin America is without doubt the leading forum for private banks and private wealth managers to come together and explore new strategies and business models for success.

Join the leading wealth advisors from across LatAm and beyond to network, build relationships and hear from some of the pioneers across wealth management, investing and technology.

Join attendees like HSBC Private Bank, BBVA Bancomer, Banco Itau International, UBS, Scotiabank, Bancolombia, Deutsche Bank, Banchile and more.

Venue: Four Seasons Hotel

Location (city and country): Miami, Florida

Contact person in case you need more information:

Name: Freya Smale

Email: freya.smale@terrapinn.com

Phone: +1 (646) 619 1811

The IBSA Conference: Trends in Cross-Border Corporate Acquisitions

19 November, 2014
Mandarin Oriental, London

The year 2014 has been predicted to witness major growth in the number of influential international M&A deals. Have we achieved the levels of activity expected and how can we adequately prepare for the future? The IBSA invites its members and the broader business structuring community to explore trends in the global corporate acquisitions at its international conference taking place on 19 November in London. Our multidisciplinary community will be joined by high-profile in-house experts to debate the challenges of acquisition financing and taxation, and consider the effects of regulatory changes on the related structuring practices.

20% OFF with the PROMO CODE: IBSA1914

? More


Nelson Jung, Director of Mergers, Competition and Markets Authority
Glyn Fullelove, Group Tax Director, Informa
Jose Villoldo, EMEA Tax Director, Omnicom
Gary Howlett, Global Tax Director, Kaspersky Lab
Peter Grant, Director - Operational Taxes, KPMG
Neil Fletcher, Partner, Tax, PWC
Ed Turner, Head of Tax Product, HSBC
Keith Brockman, EMEA Tax Director, Mars
Andy Hewitt, Head of Tax, ASOS.com
Peter Hordijk, Tax Director Nordic CEE and RUB, Unilever
Lorraine White, Head of EMEA Securities Tax and US Tax Services, Bank of New York Mellon
Louise Li , Director of Tax - EMEA and APAC, International Taxation, Wells Fargo
Martin Killer, Director, Financial Services Tax, Deloitte
Alexandra Smyth, General Counsel, Mergers and Acquisitions, Reed Elsevier
Crispin Vicars, Director, Mergers and Acquisitions, Nokia Solutions & Networks
Hetal Patel, SVP Strategy, Mergers and Acquisitions, Reporting, Risk and Compliance, SNC-Lavalin


What’s on the agenda?

Session One: Financing Strategic Corporate Acquisitions, Opportunities and Risks

The conference starts with an overview of the global M&A landscape, focusing on the subject of corporate inversions from the regulatory, business, financial and tax perspectives. The session includes a panel of senior in-house M&A practitioners discussing strategic business priorities behind major acquisitions.

Session Two: Intellectual Property Valuation for Cross-Border Acquisitions

How do intangible assets shape the contemporary business models and structures? How does IP valuation influence international M&A transaction pricing?

Session Three: The Impact of Taxation on Global Acquisitions

What are the consequences of the latest debate around corporate inversions and what risks do these developments place on businesses around the world? The panel session will examine in detail the global effects of the US FATCA and the practical challenges of adapting to a new regulatory environment.

Session Four: Alternatives to Growth by Acquisition

The closing session emphasises the multi-disciplinary angle of the conference agenda by looking at a number of alternatives to growing a business internationally through acquisitions.


Attendance of this high-profile conference is strictly limited to 100 qualified delegates.

Standard rate: £875 + VAT
IBSA member early bird rate booked by 19 September: £438 (50% discount) + VAT 
IBSA Member standard rate: £700 (20% discount) + VAT


+44 (0)20 7426 8010


The IBSA is the worldwide community for practitioners dealing with international business structuring and regulatory compliance. The association supports companies and advisors in obtaining information and advice worldwide to create and maintain sustainable business structures compliant with international transparency, corporate governance and social responsibility. www.istructuring.com