Community Affairs Series-Panel on Opportunity Zones

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Event Details

When:

November 8, 2019 7:30 AM - 9 AM CST

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Overview

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ACG St. Louis Presents its Community Affairs Series

Friday, November 8, 2019
Panel on Opportunity Zones
Commerce Bank
7:30 a.m.-9:00 a.m. 

Speakers

Ron Medley

Ron Medley

Moloney Securities Asset Management (MSAM)
President

Ron is the President of Moloney Securities Asset Management (MSAM) in St. Louis. He leads a team of over 50 independent advisers who provide wealth management services helping clients to build, manage, protect and transfer wealth. Prior to joining Moloney Securities in 1999, Ron worked for a mutual fund company and an insurance company. He has an M.A. in Public Administration from St. Louis University and a B.S. in Business/Finance from Maryville University.

Brent Robbs

Brent Robbs

PNC
Senior Relationship Strategist

As a Vice President and a Senior Relationship Strategist in the St. Louis market,
Brent Robbs coordinates a team to assist you and your family in pursuing the peace
of mind that comes from knowing that the important aspects of your financial life
are thoughtfully orchestrated. Through a dynamic discovery process, Brent is able
to help build and maintain a thorough understanding of your needs and priorities.
Helping you and your family with the successful achievement of your goals and
aspirations is our primary focus. Brent has the knowledge, experience and desire to
help bring about successful outcomes as your trusted advisor.

Prior to joining PNC Wealth Management in May 2019, Brent worked at Stifel,
Nicolaus & Company, Incorporated, a national wealth management and investment
banking firm, and Anders Minkler Huber & Helm, LLP, a public accounting firm.
At Stifel, Brent managed the Estate & Tax Planning Department, leading a team
of attorneys and CPAs to provide estate and tax planning support for financial
advisors and their clients nationwide. At Anders, Brent worked as a tax accountant,
preparing individual, trust and corporate tax returns.

Brent graduated from the University of Illinois at Urbana-Champaign with a
bachelor’s degree and certificate in accountancy.

Brent holds the Certified Public Accountant (CPA) license along with the Personal
Financial Specialist (PFS) designation and the CERTIFIED FINANCIAL PLANNER™
(CFP®) professional certification. Brent previously held the Series 7 (General
Securities Representative) and 66 (Investment Advisor Representative) securities
registrations, as well as, life, health and variable insurance licenses (including
annuities and long-term care).

In his free time, Brent likes to fish, play poker, golf and travel.

Jeff Hertz

Jeff Hertz

Cantor Fitzgerald
Senior Vice President

Jeff Hertz is a Senior Vice President and 1031/OZ Product Specialist for Cantor Fitzgerald Capital, a division of Cantor Fitzgerald & Co. Jeff joined the firm in 2017 after more than 12 years as a First Vice President at Inland Securities Corp, covering the Midwest territory. His career began in the securities industry at Nuveen Investments in 2000. He graduated with a B.A. from the University of Oregon and holds Series 7, 63 and 65 licenses with the Financial Industry Regulatory Authority (FINRA) and resides in Evergreen, CO.

Joe Bealmer

Joseph Bealmer

Polsinelli
Shareholder

Joseph Bealmear has a multifaceted background in the real estate industry, encompassing all aspects of real estate transactions, including real-estate development; traditional and public financing; sales and acquisitions (including 1031 exchanges); office, retail, industrial and medical leasing; zoning; creation and governance of condominium associations and homeowners’ associations; and real-estate tax appeals. In addition to being a licensed attorney, Joseph is a licensed real estate broker in Missouri and has substantial experience with agency, licensing and other legal issues facing brokers, agents, and management companies.

Eric Goettelmann

Eric Goettelmann

Midas
Director, Investments

Eric joined Midas Hospitality in 2016 and shortly thereafter co-founded Midas’ investment arm – Midas Capital. Over the past three years, Eric has helped Midas, and its investors, grow at an incredible rate and continues to serve as the Director of Midas Capital. In 2013, he and his wife Jackie founded Milk and Honey – a home and gift boutique with a wine bar. Eric’s wife and sister still manage the local business and plan to for many years. Eric spent the first nine years of his career at a mid-sized CPA firm in St. Louis where he focused on assurance and consulting projects.

Event Secondary Body

ACG presents a look at Qualified Opportunity Funds (QOFs).  These were created by the TCJA of 2017 to spur economic growth in distressed areas by allowing investors to utilize funds from recently realized capital gains while deferring the corresponding tax liability.  ACG has assembled a panel of experts to assist you in exploring how this impacts you and your company.  Primary candidates for QOFs are:

  • Stock market investors with substantial unrealized capital gains in taxable accounts
  • Owners of appreciated real estate that wish to sell property and defer taxation – similar to, yet very different from, a like-kind (§1031) exchange
  • Business owners who wish to sell their company and defer taxation
  • Employees who stand to incur substantial gains as a result of selling employer stock acquired through equity-based compensation (ISOs)

Join us on November 8, 2019 at Commerce Bank as Ron Medley of Moloney Securities Asset Management moderates a panel including Brent Robbs of PNC, Jeff Hertz of Cantor Fitzgerald, Eric Goettelmann of Midas and Joe Bealmear of Polsinelli.

 

Event Details:

7:30 a.m.-8:00 a.m.  Continental Breakfast/Coffee/Networking

8:00 a.m.-9:00 a.m.  Panel Presentation

ACG Members-$0
ACG Member of Another Chapter-$30
Non-Member/Guest-$45


Hosted by: ACG
Chapter
St. Louis
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