In|Vest 2018 Direct (Premium)

Carl E. Sera is a chartered market technician (CMT) and the managing principal of Sera Capital Management, a fee-only registered investment advisor based in Annapolis, Maryland, specializing in tax-efficient real estate exit planning, 1031 exchanges, Delaware statutory trusts and 721 UPREIT structures. He has more than 19 years of experience in financial services.

The U.S. Department of Labor collected public comments on its proposal to give fiduciaries discretion to include alternative investments in 401(k) plans.

Academic researchers commissioned by fund companies closely examined the S&P Indices Versus Active (SPIVA) scorecard, with some striking results.

J. Henning Buchholz is a strategic initiatives, transformation and M&A leader who supports global organizations in unlocking value through strategic transactions and enterprise change. As a principal with Deloitte Consulting's M&A practice and co-leader of the U.S. divestitures & separations group, he advises global life sciences, technology, and other organizations on reshaping portfolios, driving growth and unlocking operational value through complex transactions and enterprise transformations.

Erin DeHaven is a partner with Deloitte Tax LLP in the transaction & integration services practice. She assists clients in addressing their comprehensive tax responsibilities, including tax technical, departmental operations and business process considerations during corporate life events, such as mergers, acquisitions, divestitures and legal entity rationalizations. Her experience includes transaction planning, consolidated group transactions, carve-out tax accounting, continuing operations calculations and project management. She has more than 12 years of experience assisting multinational corporations with their federal, state and international tax compliance and tax planning considerations, including ASC 740 and related accounting matters.

Ryan Stecz is a partner with Deloitte Tax LLP in the M&A transaction services practice, based in Chicago. He has more than 20 years of public accounting experience including more than 15 years as a dedicated M&A specialist. He has experience in advising financial and strategic buyers on due diligence and deal structuring in a range of industries including consumer and industrial products, health care and technology. He has significant experience advising clients on sell side transactions including the preparation of carve-out financial statements, vendor due diligence reports, tax structuring and modeling exercises, and the tax implications associated with selling S corporations.

Michelle Wiener is a director at Alvarez & Marsal Financial Services Industry Group.

Carlo Savani is a managing director at Alvarez & Marsal Financial Services Industry Group.

Brian Kuelbs is a managing director, Alvarez & Marsal Financial Services Industry Group.

With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.