Details:Name Ibis Capital Phone 855-300-4247 Email firstname.lastname@example.org Category Event
- Elizabeth Morgan
- Mark Gleiberman
- Robert Meyer
Third Annual Expert Panel @The Santaluz Club, San Diego, April 27
Safeguard and Grow Your Wealth
Ibis Capital® hosts their third annual expert panel at The Santaluz Club, San Diego, April 27 at 5:00pm. The panel will provide clients and guests with insight into topics that influence their personal wealth. The “Safeguard and Grow Your Wealth” event is part of Ibis’ commitment to bring relevant and timely information to the San Diego community by collaborating and engaging with other recognized experts.
This year, the event will feature three expert keynote speakers: MG Properties President and CEO Mark Gleiberman; attorney Elizabeth L. Morgan, Owner of Elizabeth Morgan & Associates; and Ibis Capital CEO and CIO Robert Meyer.
Protecting Your Most Important Assets
About Elizabeth Morgan
Our keynote speaker, Elizabeth Morgan, is an estate planning attorney with nearly 30 years of experience in providing creative legal solutions for the ultra-high-net-worth community. Elizabeth specializes in domestic and international estate planning, tax law, and jurisdictional tax law.
Asset protection vehicles are no longer a luxury, but something nearly all individuals need. Elizabeth’s presentation will introduce participants to the various tools of asset protection, including:
- Legally Exempted Property, such as Retirement Plans, Homestead, Life Insurance and Annuities
- Spendthrift Trusts
- Protective entities such as LPs, LLCs, and Trusts
- Family Limited Partnerships, Domestic Trusts, and Foreign Trusts
- Traditional, Established, and New “Asset Protection” Jurisdictions
- The use of Foreign and Domestic Grantor Trusts
- Reporting Requirements for Trust Structures
Real Estate Market Update
About Mark Gleiberman
Mr. Mark Gleiberman serves as the Chief Executive Officer of MG Properties Group. Mr. Gleiberman founded MG Properties Group in 1992.
Mr. Gleiberman has overseen the acquisition, development and management of more than 100 multifamily properties totaling more than 20,000 units, with a value in excess of $3 billion. Prior to forming MG Properties, he was a tax specialist for five years with international accounting firms Ernst & Whinney and Touche Ross and worked for six years in senior financial management positions with Hybritech Incorporated and Solar Turbines Corporation. In 2006, he was selected as a finalist in the Ernst & Young Entrepreneur of the Year Awards. He graduated with a degree in Business from Drexel University in 1979 and became a licensed Certified Public Accountant in 1981 and a California-licensed Real Estate Broker in 1990.
Behavioral Economics and Wealth Impact
About Robert Meyer
Robert Meyer serves as Chief Executive Officer and Chief Investment Officer of Ibis Capital. He is responsible for maintaining the overall direction and strategy of the firm. Robert has extensive experience deploying investment strategies for individuals who have a net worth greater than $5M. Meyer has more than two decades experience in portfolio management, is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Chartered Life Underwriter®, and a Certified Private Wealth Advisor®.
Behavioral economics combines behavioral and cognitive theory with conventional economics and finance to provide explanations for why people make the financial decisions they make. It helps investors identify mistakes they have made in the past and ideally helps them avoid repeating them in the future.