International investing: managing tax risk
About this event
Our Boston seminar features leading international investment experts discussing withholding tax developments, international capital gains and financial transaction taxes/stamp duties and latest OECD and EU developments.
REGISTER NOW: events@hansuke.co.uk
15.00 - WELCOME ADDRESS
Ali Kazimi - Hansuke Consulting Ltd
15.10 – KEYNOTE ADDRESS: THE RISK-RETURN CONTINUUM OF INTERNATIONAL INVESTING
Institutional investors face a turbulent environment. The investment uncertainty is on account of equity valuations, low yields, inflation, concerns on environmental and geo-political issues.Institutional investors must meet their spending commitments, whilst addressing some of the biggest challenges in sustainable investing from climate change to creating a fair and equitable society. Despite the difficult environment, the need for diversification and focus on cross-border international investing is now more important than ever before.
Speaker to be confirmed
15.40 – INTERNATIONAL WITHHOLDING TAXES
Navigating the international tax market is complex, especially for institutional investors who may not possess the tax expertise in all investment jurisdictions. The complex and arcane tax reclaim processes often lead to excess withholding taxes being suffered.Our panel of experts will discuss the latest tax developments which can improve investment returns and cashflows.
Moderator: Dawn Schaefer - BBH
Panelists: Len Lipton - GlobeTax/Steffen Gnutzmann - WTS Global
16.20 – CAPITAL GAINS TAX / FTT
Investment jurisdictions are increasingly imposing taxes on gains derived by non-resident investors. Investors who invest in markets operating a non-resident capital gains tax regime e.g. India, Pakistan, Taiwan, UK, must comply with local filing requirements as well as suffer the tax costs. To ensure proper accounting, it is important to adequately consider portfolio tax accruals to prevent any pricing/valuation errors.
Moderator: Sydney Shriver - BNY Mellon
Panelists: Ali Kazimi - Hansuke Consulting Ltd/Suzi Evans - Hansuke Consulting Ltd
17.00 – LATEST DEVELOPMENTS - CARF / TAX INTEGRITY / ESG
Our expert panel will discuss the latest developments in the fields of tax transparency, integrity and sustainability that institutional investors need to factor into their investment decisions. In particular, the panel will share their insights on EU and OECD’s latest tax reporting developments and the tax dimension of ESG investing.
Panelists: Robert Welzel - WTS Global/Wendy Walker - Sovos
17.40 – FOOD AND DRINKS
19.00 – CLOSE
REGISTER NOW: events@hansuke.co.uk
Meet the speakers
Meet the speakers
Also in this series
Description
Our Boston seminar features leading international investment experts discussing withholding tax developments, international capital gains and financial transaction taxes/stamp duties and latest OECD and EU developments.
REGISTER NOW: events@hansuke.co.uk
15.00 - WELCOME ADDRESS
Ali Kazimi - Hansuke Consulting Ltd
15.10 – KEYNOTE ADDRESS: THE RISK-RETURN CONTINUUM OF INTERNATIONAL INVESTING
Institutional investors face a turbulent environment. The investment uncertainty is on account of equity valuations, low yields, inflation, concerns on environmental and geo-political issues.Institutional investors must meet their spending commitments, whilst addressing some of the biggest challenges in sustainable investing from climate change to creating a fair and equitable society. Despite the difficult environment, the need for diversification and focus on cross-border international investing is now more important than ever before.
Speaker to be confirmed
15.40 – INTERNATIONAL WITHHOLDING TAXES
Navigating the international tax market is complex, especially for institutional investors who may not possess the tax expertise in all investment jurisdictions. The complex and arcane tax reclaim processes often lead to excess withholding taxes being suffered.Our panel of experts will discuss the latest tax developments which can improve investment returns and cashflows.
Moderator: Dawn Schaefer - BBH
Panelists: Len Lipton - GlobeTax/Steffen Gnutzmann - WTS Global
16.20 – CAPITAL GAINS TAX / FTT
Investment jurisdictions are increasingly imposing taxes on gains derived by non-resident investors. Investors who invest in markets operating a non-resident capital gains tax regime e.g. India, Pakistan, Taiwan, UK, must comply with local filing requirements as well as suffer the tax costs. To ensure proper accounting, it is important to adequately consider portfolio tax accruals to prevent any pricing/valuation errors.
Moderator: Sydney Shriver - BNY Mellon
Panelists: Ali Kazimi - Hansuke Consulting Ltd/Suzi Evans - Hansuke Consulting Ltd
17.00 – LATEST DEVELOPMENTS - CARF / TAX INTEGRITY / ESG
Our expert panel will discuss the latest developments in the fields of tax transparency, integrity and sustainability that institutional investors need to factor into their investment decisions. In particular, the panel will share their insights on EU and OECD’s latest tax reporting developments and the tax dimension of ESG investing.
Panelists: Robert Welzel - WTS Global/Wendy Walker - Sovos
17.40 – FOOD AND DRINKS
19.00 – CLOSE
REGISTER NOW: events@hansuke.co.uk
Event Location
International investing: managing tax risk
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Our Boston seminar features leading international investment experts discussing withholding tax developments, international capital gains and financial transaction taxes/stamp duties and latest OECD and EU developments.
REGISTER NOW: events@hansuke.co.uk
15.00 - WELCOME ADDRESS
Ali Kazimi - Hansuke Consulting Ltd
15.10 – KEYNOTE ADDRESS: THE RISK-RETURN CONTINUUM OF INTERNATIONAL INVESTING
Institutional investors face a turbulent environment. The investment uncertainty is on account of equity valuations, low yields, inflation, concerns on environmental and geo-political issues.Institutional investors must meet their spending commitments, whilst addressing some of the biggest challenges in sustainable investing from climate change to creating a fair and equitable society. Despite the difficult environment, the need for diversification and focus on cross-border international investing is now more important than ever before.
Speaker to be confirmed
15.40 – INTERNATIONAL WITHHOLDING TAXES
Navigating the international tax market is complex, especially for institutional investors who may not possess the tax expertise in all investment jurisdictions. The complex and arcane tax reclaim processes often lead to excess withholding taxes being suffered.Our panel of experts will discuss the latest tax developments which can improve investment returns and cashflows.
Moderator: Dawn Schaefer - BBH
Panelists: Len Lipton - GlobeTax/Steffen Gnutzmann - WTS Global
16.20 – CAPITAL GAINS TAX / FTT
Investment jurisdictions are increasingly imposing taxes on gains derived by non-resident investors. Investors who invest in markets operating a non-resident capital gains tax regime e.g. India, Pakistan, Taiwan, UK, must comply with local filing requirements as well as suffer the tax costs. To ensure proper accounting, it is important to adequately consider portfolio tax accruals to prevent any pricing/valuation errors.
Moderator: Sydney Shriver - BNY Mellon
Panelists: Ali Kazimi - Hansuke Consulting Ltd/Suzi Evans - Hansuke Consulting Ltd
17.00 – LATEST DEVELOPMENTS - CARF / TAX INTEGRITY / ESG
Our expert panel will discuss the latest developments in the fields of tax transparency, integrity and sustainability that institutional investors need to factor into their investment decisions. In particular, the panel will share their insights on EU and OECD’s latest tax reporting developments and the tax dimension of ESG investing.
Panelists: Robert Welzel - WTS Global/Wendy Walker - Sovos
17.40 – FOOD AND DRINKS
19.00 – CLOSE
REGISTER NOW: events@hansuke.co.uk
Ali is Managing Director at Hansuke and actively advises bank boards on financial, regulatory and governance matters. Ali brings over 25 years of financial services industry experience, after having held successive leadership roles including as Head of Tax at BlackRock and as International Partner of Deloitte UK and Middle East. Ali is a frequent speaker at conferences and has also written on wide range of topics including QI, AEoI (FATCA, CDOT and CRS), securities lending, sovereign fund investing, pension & asset pooling, multi‐manager investing, custodial structures, and stamp & transfer taxes.