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Almost every day there are stories in the news about another security breach, another fraud warning, or another regulatory fine for lack of security. Join us as we highlighted the top 10 IT security gaps and what you can do about them. In this session, we discussed the real cybersecurity threats today, explained in plain English how they work and what the implications are, and discussed the most important security controls to consider.Attendees of this session learned:

This session focused on family office investors invested in private equity (PE) funds and/or direct investments and discussed where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we walked through the private investment management factors and decisions which, based on economic and PE industry history, are likely to limit downside risk and drive performance over the coming years in private directs and funds.

It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their clients. In this annual session, Tom Abendroth of Schiff Hardin and Don Delf of PwC led participants through a thorough discussion of the most important topics and developments covered at the 53rd Annual Heckerling Institute on Estate Planning.

Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident, nor is it accomplished through the efforts of a single generation.

With 2018 coming to a close, investors are setting their sights on the year ahead. Will the record long bull market in the U.S. weather the storm of recent volatility? How will government actions affect the state of this late-stage expansion? Jason Pride, Chief Investment Officer – Private Client at Glenmede shared his 2019 themes alongside perspectives on the economy and financial markets and discussed his views as to how investors should position their portfolios entering into the new year.

Many people collect artwork for the joy it brings them, while others also focus on the investment angle of their collection. In both cases, collectors should ensure their insurance program and risk management advice aligns with their collecting goals, as well as their estate plans. In this session, we explored how to ensure your insurance policy mirrors your collecting habits and what you expect in the event of a claim.

Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax Cuts and Jobs Act, Code section 1400Z-2 provides for preferential treatment of capital gains that are reinvested in qualified opportunity funds.