CFA Society of Columbus PW Event June 16, 2020 

Please join CFA Columbus in welcoming Mr. Clint Edgington, CFA, co-founder of Nest Opportunity Fund and Mr. Andrew Doup, Attorney as our guest speakers for the June Private Wealth event.

Topics Covered:

• Clients this may be a prudent investment for
• Benefits to clients
• How to use to build your business, both by gathering more of your current client’s assets and for new prospects
• Fund Selection;
  • Client objectives
  • Fit with your firm
    • Trading and rebalancing
    • Due diligence structure
• Review of a few funds

Clint Edgington is a co-founder of Nest Opportunity Fund, a qualified Opportunity Zond Fund focused on lower risk/return real estate in the Columbus, OH and Lexington, KY markets.  In addition, Clint leads Beacon Hill Investment Advisory’s high net worth client’s public securities and private investments, including due diligence processes. Beacon Hill is focused on business owners’ planning and tax strategies, including various investments such as Opportunity Zones and is uniquely positioned to discuss the tax alpha generated through prudent inclusion of tax advantaged investments in high net worth investor portfolios. 

Andrew Doup advises investors, fund managers, and entrepreneurs on tax-advantaged opportunity zone transactions. Andrew and Kegler Brown’s team of corporate, tax, real estate, and securities attorneys were among the first to structure real estate and venture capital opportunity zone funds in Ohio and have since been recognized as national experts in this area.

RSVP's due by COB Monday, June 15, 2020!