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Archived Events: October, 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.

IFRS Foundation Conference: Mexico  

IFRS | Camino Real Polanco, Mariano Escobedo 700, Anzures, Mexico

Update for the Accountant in Industry and Commerce, Oxford    

CCH UK | Oxford Thames Four Pillars Hotel, Henley Rd, Sandford-on-Thames, Sandford on Thames, Oxfordshire OX4 4GX, UK

FT Investment Management Summit  

Financial Times | NYSE Euronext, New York | 1 917 551 5104

Dealing with digital assets in deceased estates  

The Society of Trust and Estate Practitioners Queensland | Law Society House, Level 2, 170 Ann Street, Brisbane 4000, Australia

STEP Asia Conference 2014  

STEP | Grand Hyatt Hotel, Hong Kong, 1 Harbour Rd, Hong Kong

11th International Tax Conference  

Assocham Events | Le Meridien, New Delhi | 09811524976

68th Congress of the International Fiscal Association  

IFA | NCPA Marg, Nariman Point, Mumbai, Maharashtra 400021, India

SAP Conference for Enterprise Performance Management  

T.A. Cook Conferences | Fairmont Chicago, Millennium Park, Chicago | +1 919 510 8142

The 21st World Offshore Convention 2014  

Offshore Investment | The New York Athletic Club, New York, USA | +44 (0)28 9032 8777

Global Tax for Shipping  

Informa Maritime Events | Le Meridien Piccadilly, London | +44 (0) 20 7017 5510

China Offshore Summit  

China Offshore | Shanghai, October 15-16 | +86 21 6136 8319

5th Annual International Taxation in CEE  

GCM Parker | Prague, Czech Republic

Global Market Summit, London  

Markets Media | +1 646.442.4647

The ITPA's Jersey meeting  

The International Tax Planning Association | L’Horizon Hotel, La Route de la Baie, St Brelade, Jersey JE3 8EF

CFO Asia Summit 2014  

Marcus Evans | Kuala Lumpur, October 20-21 | +357 22 849 400

Asset Tracing - Strategies to Attack & Defend Trusts  

IBC | London, UK,

SAP Conference for Treasury Management  

T.A. Cook Conferences | Fairmont Chicago, Millennium Park, Chicago | +1 919 510 8142

Taxation in the Post-BEPS Environment 2014  

IBC - Grange Tower Bridge Hotel, 45 Prescot St, London E1 8GP, UK

Update for the Accountant in Industry and Commerce, Leeds    

CCH UK | Thorpe Park Hotel and Spa, Thorpe Park, 1150 Century Way, Leeds, West Yorkshire LS15 8ZB, UK

Opal Exchange Monaco  

Opal Financial Group | Fairmont Monte Carlo, Monte Carlo, Monaco

European CLO Summit  

Opal Financial Group | Fairmont Monte Carlo, Monte Carlo, Monaco

Private Wealth Latin America and the Caribbean Forum  

Latin Markets | InterContinental Miami, 100 Chopin Plaza, Miami, FL 33131, USA

CCH Connections User Conference 2014  

Accounting Today | JW Marriott Orlando, Grande Lakes, in Orlando, Fla

Introduction to U.S. International Tax  

Bloomberg BNA | Baker & McKenzie LLP Conference Center, 300 East Randolph Street, 50th Floor, Chicago, IL

Family Office and Private Wealth Forum - West  

Opal Financial Group | Napa Valley Marriott Hotel and Spa, Napa, CA

Private Wealth Management APAC Summit 2014  

Marcus Evans | Kuala Lumpur, October 27-29 | +357 22 849 400

Intermediate U.S. International Tax Update  

Bloomberg BNA | Baker & McKenzie LLP Conference Center, 300 East Randolph Street, 50th Floor, Chicago, IL
















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China Offshore Summit

October 15-16, Shanghai

The China Offshore Summit as been designed exclusively by China Offshore & local practitioners to educate Chinese financial intermediaries on the effective use of tax planning and asset management tools available in low-tax jurisdictions. With an average of over 500 attendees per event, the China Offshore Summit provides a premium platform for information exchange, business development and much-needed education for Chinese intermediaries in this burgeoning market.

For more information and registration click here.

Opal Exchange Monaco

October 20-21, 2014
Fairmont, Monte Carlo, Monaco

By using a sophisticated interface, Opal Exchange provides the platform to schedule private and purposeful meetings between Managers and like-minded Institutional and Private Wealth Investors. Opal Exchange creates an opportunity to develop connections with those who have similar investment goals.

How it works: Opal Exchange is by invitation only. After Opal confirms participation, attendees will fill out a unique investment profile which will assist in pairing participants. Using the surveyed information, Asset Gatherers and Allocators have the opportunity to request specific one-on-one meetings through the Opal Exchange messaging tool. While at the event, Asset Gatherers will have a private Meeting Room in which they will host up to 24 intimate meetings with potential allocators. Each exchange will last 25 minutes. 

European CLO Summit

October 22-24, 2014
Fairmont, Monte Carlo, Monaco

Opal is proud to present our European CLO Summit: The Annual CLO, Leveraged Loan, & Loan Liquidity Conference. The European CLO Summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers and accountants. At this conference they can learn the newest techniques to maximize returns and reduce risk exposure in this growing area of Asset-Backed Finance. An in-depth review of recent regulatory changes in addition to rating agency methodology, legal, tax and structural considerations will provide attendees with the tools necessary to stay one step ahead of their competitors. The conference will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market. This event promises to be the "must attend" CLO event of 2014.

Family Office & Private Wealth Forum – West

October 27-29, 2014
Napa Valley Marriott Hotel & Spa, Napa, CA

The Family Office/Private Wealth Management Forum West is Opal's premier West Coast conference in North America for high net worth individuals and family offices. This event will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, venture capital, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.

With today's changing landscape in the wealth industry, family offices are becoming more and more prevalent. Today’s new wave of generational wealth is developing at a rapid pace all over North America and in many areas of the world. We are starting to see a shift in market dominance and the direction many high net worth families are taking with their investments. With, a rise in the need to include philanthropic endeavors into a family's portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever. Held in Napa, CA, meet many of the generation's newly structured family offices from the technology arena of Silicon Valley and Northern California's wine country. Come and join us for three days of engaging discussions on the latest investment trends and soft issues with some of the newly formed family offices in North America as well as many well established and senior family offices, private investors, money managers, and private wealth service providers from the biggest hot bed of new private wealth in North America.