A Valuable Evening With UBS Private Wealth & FLSV

A Valuable Evening With UBS Private Wealth & FLSV

On February 13th, The Palm Beach Hedge Fund Association hosted an educational evening with UBS & Frankel Loughran Starr & Vallone LLP.

UBS’s Private Wealth Management Team of CJ Van Hoek, Nathalie Tremblay & Amato Zarro led the discussion with a focus on UBS’s Premier Hedge Fund Program.  The program emphasizes how hedge fund managers & employees can create liquidity by borrowing against their LP interests.

 

Keeping with the timely, actionable information; the team of Mary Elizabeth Tarter,  Alan Frankel, Hyejin Tak & Gregg Martorella of FLSV provided deep insight into the latest tax cuts and job act.  It was fascinating learning how the new regulations affect everyone in the room.  The talk also drilled into the popular trend of Qualified Opportunity Zone investing.

Catered by Keith Willard Events and held at the UBS offices at 525 Okeechobee West Palm Beach, the evening proved to extremely valuable on both an educational and connection front!

 

The Palm Beach Hedge Fund Association welcomes the Van Hoek/Tremblay
Team of UBS Private Wealth Management in West Palm Beach, as its new
member and sponsor

West Palm Beach, FL, January, 3, 2019 –(PR.com)– The Palm Beach Hedge Fund Association
(PBHFA) is thrilled to announce new members and sponsors, Cornelis Johannes "CJ" Van Hoek and Nathalie Tremblay from the Van Hoek/Tremblay team of UBS Private Wealth Management in West Palm Beach.

The Van Hoek/Tremblay team has a unique focus on providing wealth management and tailor-
made lending solutions to highly-sophisticated hedge fund managers.

Our team provides bespoke solutions for the complex issues that can arise for Hedge Fund and Private Equity Executives. Given our background and expertise, a relationship with The Palm
Beach Hedge Fund Association was a natural fit said CJ Van Hoek.

About The PBHFA

Membership in The Palm Beach Hedge Fund Association (PBHFA) is open to hedge fund and
alternative asset professionals, ultra-high net worth investors, venture capitalists, financial
traders, and selected industry service providers.

The PBHFA serves its South Florida and a global membership base of over 1600 members by hosting a variety of networking and educational events as well as sponsoring industry conferences.
Members of the PBHFA consists of active hedge fund managers/ professionals, ultra-high net
worth investors, family offices, financial traders, investment bankers, academics, financial
institutions, FOF's, foundations, allocators, as well as service providers including third-party
marketers, data providers, prime brokers, administrators, auditors, lawyers, risk managers, and
financial technology firms. Since launching in the autumn of 2013 with an original core of five members, the association has grown to over 1600 members and has become the voice and go-to source for the South Florida financial community.

About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides
comprehensive advice, solutions and services to wealthy families and individuals around the
world. Clients who work with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment management, capital markets,
banking, lending and institutional and corporate financial advice.