Basis Manhattan

Concentrated Wealth Risk & Tax Management Conference

Thursday and Friday, December 3 and 4, 2026
The Graduate Center, CUNY · 365 Fifth Avenue at 34th Street, New York

A conference focused on concentrated wealth: public, private, and digital assets.

Two days of big-stage presentations and small-group sessions on managing concentrated wealth from accumulation and divestment through transfer planning.

• Hedging and diversification: listed collars, variable prepaid forwards, and exchange funds
• Divestment: staged sales and tax-aware long/short
• Deferral: qualified opportunity funds, and Section 351 ETF seeding where concentration is modest
• Transfer: charitable trusts, donor-advised funds, and intergenerational estate and gift planning

Registration

• Adviser, $500: financial advisers, RIAs, family offices, and wealth managers who advise clients directly.
• Asset Manager or Vendor, $1,500: asset managers, product sponsors, platforms, and service providers who serve advisers.

Choose the ticket that matches your role. General registration opens Tuesday, September 15, at 12:00 AM ET.

Reserved Seat Holders: enter the access code from your email. Your $100 reservation is already applied. Register by Monday, September 14. Unused reservations are refunded in full.

Current event: basisconf.com/manhattan-2026

Previous event: basisconf.com/northwest-2026

Terms of Attendance: basisconf.com/manhattan-2026/terms