Arthur F. Bell, Jr., the managing member of Arthur Bell Certified Public Accountants, spoke at the Jefferies Prime Brokerage Breakfast Series on “Separately Managed Accounts.” The program highlighted the benefits of investing in managed accounts and discussed managed accounts as a portfolio solution, lower minimums for better access to diversification, the need for transparency to build portfolios efficiently, and technology’s role in the customization of transparency, risk exposures and due diligence. This breakfast series was held at the Jefferies Conference Center in New York City on Wednesday, April 14, 2010.
Arthur F. Bell, Jr., CPA, has been the Managing Member of Arthur Bell CPAs since 1974. He has spent much of his career involved in the commodities and hedge fund industry as a regulatory, tax, audit and business advisor. He is also a frequent speaker on issues facing the hedge fund industry at worldwide conferences sponsored by leading industry associations and trade groups. Mr. Bell currently serves on the Managed Funds Association Board of Directors and is a member of the Futures Industry Association Editorial Advisory Board, the American Institute of Certified Public Accountants, the Pension Research Accounting Group based in London, the Alternative Investment Management Association also based in London, and other numerous industry committees and working groups. He is licensed as a CPA in Maryland and New York.
If estate and gift tax planning is on your to-do list, now might be the best time to check it off your list. If you haven't thought about estate and gift tax planning, here are a few reasons...