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Lunch & Learn with Bernstein: Private Placement: An Idea Whose Time Has Come?
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When: 2/06/17
12:00 PM - 2:30 PM
Where: Bernstein
1345 Avenue of the Americas, 36th Floor
(Between 54th and 55th Streets)
New York City
United States

Online registration is closed.
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Lunch & Learn with Bernstein

Private Placement: An Idea Whose Time Has Come?
With Tom Pauloski, SVP/National Managing Director and part of Bernstein's Wealth Strategies Group


Join EPCNYC and Bernstein for this complimentary “Members Only” event. 

 Register soon as space is limited. 
Lunch will be provided.


Investment returns in global stocks and bonds are likely to be well below historical norms over the next five to 10 years. Better returns are possible in certain niches of both the equity and fixed income markets, but today, those returns often are accompanied by significant lock-ups and tax inefficiency. Life insurance – in particular, low-cost private placement variable universal life—may provide the ideal platform to invest for high, tax-free returns over a long time horizon with minimal cost drag but building and managing that portfolio is not as easy as you might think.


Thomas J. Pauloski is a National Managing Director of Wealth Strategies; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Tom was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.


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