Important Legal Issues Facing Medical Care Providers 

Please join us for a complimentary dinner and seminar. 

 AGENDA

Welcome/Opening Remarks
Elizabeth P. McCullough, Attorney, Young Moore

Lee Roberts, SharpVue Capital 

For those of you who follow developments in Washington, you know it's hard to say anything with certainty about tax legislation. Except perhaps this: We are likely to see more action on, debate over, and interest in tax reform in 2017 than we have seen since the Tax Reform Act of 1986. The Trump Administration and Congress have made reforming the tax code-perhaps radically so-a major priority for the coming year. Come hear how these changes may have far reaching implications.

Cameron Rosenow, SharpVue Capital
Chad McCullen, Young Moore

Estate, wealth and financial planning should not be managed to the exclusion of one another.  This presentation will explore an interdisciplinary approach to estate, wealth and financial planning and specific insights into common issues facing health care providers.

ABOUT THE SPEAKERS

Lee Roberts
Managing Director, SharpVue Capital
(919) 890-0517
lee.roberts@sharpvuecap.com

Lee leads SharpVue’s real estate investment effort and maintains many of its larger investor relationships. He has spent his 20+ year career in real estate investment and finance and has been involved in the sector in several contexts, including private equity, investment banking and commercial banking. Immediately prior to SharpVue, he served as budget director for the State of North Carolina, a role in which, among other initiatives, he led an effort to rationalize the state’s real estate portfolio. 

Cameron Rosenow
Relationship Manager, SharpVue Capital
(919) 890-0525 
cameron.rosenow@sharpvuecap.com

Cameron leads the business development and client retention initiatives at SharpVue. In this role, he helps clients utilize SharpVue’s comprehensive investment platform and coordinates investors’ allocations across public and private strategies. Prior to SharpVue, Cameron served as a financial advisor at Morgan Stanley and Morgan Keegan.

Chad McCullen
Attorney, Young Moore 
(919) 861-5503 
cim@youngmoorelaw.com

Chad McCullen is a partner at Young Moore and concentrates his practice in the areas of asset protection, estate planning and administration, business law, and commercial real estate matters. He is a Board Certified Specialist in Estate Planning and Probate Law. A native of Johnston County, North Carolina, Chad joined the firm in 2014 after practicing with an established eastern North Carolina firm for five years.

About SharpVue Capital

SharpVue Capital is a Raleigh based investment management firm, built on the foundation of bringing innovative and differentiated solutions to our clients. We are committed to delivering that vision through our team’s diverse investment expertise and global experience. Our asset and wealth management solutions reflect our core principles of original thinking, critical analysis, continuous improvement, and teamwork.

For more information on this event, please contact
Lori Corlis at lcorlis@youngmoorelaw.com or (919) 861-5117.
Seating is limited. Please R.S.V.P. by Tuesday, September 19th.